8524 Mutual Funds Jobs - Page 21

As a Relationship Manager in the Marketing department, your role will involve acquiring preferred clients (HNI/Ultra HNI) and maintaining strong client relationships to generate AUM (Assets Under Management) from them. You will advise HNI/Ultra HNI clients on their Investments, manage their financial portfolio, and deepen the wallet from existing clients. Your responsibilities will include coordinating with the product and research team to make investment decisions for clients. Additionally, you will be involved in organizing seminars, workshops, and other business development activities. Achieving budgeted targets in terms of the number of clients, volume of business, and assets will be a k...

Engaging with distributors (IFA / Banks / ND’s) to garner sales. Manage direct selling to cater to the HNI customers in the area. Leverage on market opportunities and develop new client relationships Identify & empanel new IFA in the area. Required Candidate profile 2years of Mutual Fund SAles knowledge of investments / mutual funds necessary. The candidate should have experience in Mutual Fund Sales & sound knowledge of Mutual Fund Products. Rohtak-AHmedbad

Assistant Manager / Manager Channel Sales Our Client: A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline, transparency, and simplicity. Its investment philosophy is rooted in insightful analysis, aiming to preserve and grow clients’ wealth through consistent and well-researched strategies. Job Title: Assistant Manager / Manager – Channel Sales Department: Asset Management Experience: Minimum 2 years Education: Graduation / PGDM / MMS Best in in...

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have experience into Trading and Order Punching Qualifications:Post Graduation Exp- 3+ Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

ROLES & RESPONSIBILITIES: - 1.To Achieve pre budgeted monthly Sales of Minimum, 75 Demat A/C25 Margin of 25k accounts,2px of upfront revenue for the first year& 3x for subsequent year To have minimum daily 3 client meetings 1 branch visit and assigned branches To ensure Minimum 12 first Trade for the month. 2.To ensure rollout of all the promotional and contest programs effectively 3.Co-ordinate and conduct the monthly 4 training of Partners/bank employees 4.Supporting the channel partner on joint calls as per requirement 5.To reach out to allotted branches/POS as per the route plan 6.Responsible for Activating and upscaling the POS/Br. 7.Follow and submit the daily weekly and monthly MIS 8....

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business proces...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business proc...

Responsible for growing revenues of broking, lending products, Share khan Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF

Business Meet set targets on liabilities interms of Priority/HNI open market acquisition & customer conversion viaactivities Understand needand acquire Priority/HNI customers who meet the criteria for liability productsthrough either of the below channels: oLeads generated by branch staffand personal leads oActivities oAlternate channels Maintainthe database of the prospects, meet select prospects and manage the relationshipthereafter till specified tenure Digital Adoption- Ensure that all onboardedcustomers are using our digital banking channels Ensure that Cross-sell targets assigned are met forThird Party Products such as Life Insurance, General Insurance, HealthInsurance, Mutual Funds, S...

OPENING FOR ONE OF THE HEALTH INSURANCE SELLING LIFE INSURANCE POLICIES RECRUITING AGENTS REACHING TARGETS LOCALITE SALARY MAX 5 L+INCENTIVES+MEDICALS Required Candidate profile NEED 2 YEARS EXPERIENCE IN SALES AND MARKETING and insurance LOCALITE FIELD SALES MARRIED

Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial pr...

Process:- Mutual Funds Outbound Process Motilal Oswal Location: Thane Centralized Pick-Up & Drop Facility from Thane Station) Shift: Day Shift | 9:30 AM 6:30 PM Salary: 18,000 to 23,000 In-hand + Attractive Incentives Who Should Apply? Only Graduates (Any Stream) Freshers looking for a solid start in financial services Experienced candidates seeking growth in Mutual Funds or Sales What Youll Do: Make outbound calls to prospective clients Explain mutual fund schemes and benefits clearly Address customer queries and concerns professionally Drive customer engagement and conversions Maintain accurate records of interactions and follow-ups Skills & Qualities We Value: Strong verbal communication ...

Role & responsibilities Identify & recruit right quality advisors to build a strong advisor base Provide training on products, business processes and selling techniques continuously Provide assistance to advisors in lead generation, prospecting and business development Ensure that advisors provide right financial solutions to customers as per need analysis and they adhere to required business processes and norms Achieve the business target each month for generating new business and advisor recruitment Ensure the selling through team of advisors is aligned to all business quality metrics Be the first point of contact for the customer to authenticate the concerns raised and validate with autho...

Share your CV on Whatsapp 9116539974 or Mail Pushpendra.solanki@sbicapsec.com to apply for this role. Role & responsibilities Source Demat business via allotted bank branches. Key focus areas acquiring broking clients Acquiring clients for Demat Accounts and activating them for investments. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Activating clients for trading post acquisition. Greet and Re-direct customers to the appropriate counters based on their service needs. Maintain a list of FAQ by customers and proactively seek clarification . Promote Demat & Trading account. This position will b...

Role & responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities To acquire new clients and activate them with asset collection. Ensure 2-3 c...

Process:- Money control - Voice Process Requirement: HSC / Graduates can apply Expereince Compulsory (any sales Expereince) Hindi communication / Average english Salary 15000 to 18000 inhand plus incentives. Sunday weekoff 2 rounds of interview Roles and Responsibilities Manage money control activities, ensuring accurate and timely processing of transactions. Provide sales support to the team by handling customer queries and resolving issues promptly. Assist in mutual fund operations, including processing applications, redemptions, and transfers. Develop strong relationships with customers through effective communication and relationship-building skills. Participate in outbound processes suc...

Dear Candidate , we are hiring for the position Senior Relationship Manager -HNI Exp : Min 7.0 yrs to 10 yrs in Banking Sales . Location : Hyderabad . Job Title: HNI Client Relationship Manager / HNI Client Advisor Job Summary: We are seeking an experienced and highly motivated HNI Client Relationship Manager to manage and grow our portfolio of high-net-worth individuals. The ideal candidate will be responsible for providing exceptional client service, personalized financial advice, and proactive relationship management to meet clients' unique financial goals. Key Responsibilities: Relationship Management: Build, maintain, and enhance long-term relationships with existing HNI and UHNI client...

Knowledge about recent tax developments and changes, including Schedules K-2/K-3 reporting requirements. Review book-to-tax adjustments and reclasses, taxable income calculations, and investor allocations. Compile and evaluate moderately complex data, computations, documentations and various tax and accounting technologies. Identify complex tax related issues and providing recommended solutions via research and/or position development. Manage client relationship by ensuring data quality, evaluate team performance, resolve issues and provide suggestions on implementation plans. Oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driv...

Responsibilities : Manage client relationships through regular communication and service delivery. Collaborate with sales team on cross-selling opportunities. Monitor market trends and provide investment advice. sales of financial products(Demat,.... Provident fund Annual bonus Sales incentives

At Scripbox, we're passionate about helping Indians manage their money and build wealth. Since 2012, our mission has been to simplify investing, making it accessible and stress-free for everyone. We believe that with the right guidance, anyone can achieve their financial goals. Our platform provides a seamless, app-based experience for customers to invest in a curated selection of mutual funds, tailored to their financial goals. We serve over 1.5 million customers who trust us with their financial journey. Job Description About the Role We're looking for an enthusiastic and empathetic Relationship Manager to join our customer success team. You'll be the human connection for our self-serve cu...

Building new relationships, increasing depth in existing & new relationships Acquire & manage HNI/UHNI clients through tailored investment strategies Drive revenue generation across MF, PMS, AIF, and other asset classes info.aspiringmantra@gmail.com Required Candidate profile 4 yrs +exp with Good knowledge of equity markets, trading platforms & financial instruments. Business updates, new clients, brokerages & revenues Good communication and interpersonal skills.

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

eady to revolutionize the investment world? We're looking for a Sr. Manager- Strategic Alliance & Partnership to join our team at LiquiBonds, a cutting-edge investment platform. At LiquiBonds, we're democratizing access to high-quality debt investments with our tech-enabled, advisor-first platform. We're a new-age platform with a mission to change how fixed income products are accessed and managed. In this dynamic role, you'll be the driving force behind our growth, with a focus on building our network of Independent Financial Advisors (IFAs). You'll spend 60% of your time on New IFA Acquisitionidentifying, reaching out to, and onboarding new partners. The remaining 40% will be dedicated to ...

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship Interview Locat...