8524 Mutual Funds Jobs - Page 22

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. 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

SUMMARY Retail Staff Position in Pune Job Description Our client, a UAE-based multinational conglomerate, is seeking freshers to join their retail staff team in Pune. The group is involved in retailing a wide range of products including apparel, footwear, consumer electronics, cosmetics & beauty products, home improvement, and baby products. Additionally, the group focuses on hospitality & leisure, healthcare, and mall management. Responsibilities Perform folding and stacking at basic tables. Ensure timely display of received stocks. Responsible for the upkeep of the section. Maintain a carton-free floor. Ensure merchandise clearance from the trial room. Maintain display standards, including...

SUMMARY Greetings, Excellent Opportunity for Freshers for Retail Staff Apply Now Gujarat Our Client is a UAE-based multinational conglomerate headquartered in Dubai. The group is involved in the retailing of apparel, footwear, consumer electronics, cosmetics & beauty products, home improvement, and baby products. The group also focuses on hospitality & leisure, healthcare, and mall management. Must Have - Minimum- 10th/12th/Graduate Freshers Can apply. Age will be between 18-30 years. Job Details - -Folding and Stacking at basic Table. -Timely display of received stocks. -Responsible for Upkeep of section. -Ensure Carton free floor -Maintain Display standarards-Including signage -Merchandise...

Role Overview: Otis India is seeking a Labor and Employee Relations Manager responsible for developing, implementing, and administering Labor and Employee Relations initiatives and strategies across India. This position will report to the VP, Labor & Employee Relations. This role requires strong problem solving and dispute resolution skills. All duties must be performed with the highest degree of confidentiality and in compliance with union settlement agreements, Company policies, and the law. On a typical day you will: Negotiate and execute timely union contract settlements fully aligned with the Companys business needs and employee aspirations Develop budget recommendations and prepare bud...

No 1 Bank is hiring Graduates for below role Video KYC Officer Phone Banking Officer Service Assurance team Social Media Escalation Outbound NRI Customer Service Virtual Care Officer Retail lability-outbound Sale Call 7738521154 Harpreet www.hyfly.in Required Candidate profile Tele Sales with good comms Graduation is mandatory Immediate joiners Executive is responsible to to engage with New to Bank + Existing customers of the Bank further Cross Sell Products of the Bank

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - CMH Road Indiranagar, 100 Feet Road Indiranagar & Thippasandra Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a s...

Greeting from HDFC Bank!! We have urgent opportunity of RBB-Infiniti Relationship Manager base across Bangalore Job Locations: Bangalore - Indiranagar Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - RBB-Infiniti Relationship Manager Job Title RBB-Infiniti Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including Ultra-HNI customers into the Infiniti programme and offering them a superior customer experience to enhance the profitability of th...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Bangalore - Maruthi Seva Nagar Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liabil...

Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...

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: o Leads generated by branch staffand personal leads o Activities o Alternate 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...

Role Overview: At Citco, you will be part of a market-leading company that has been at the forefront of the asset servicing sector since its inception in 1948. As a member of the Global Operations Support team in the Fund Administration business line, you will play a key role in reviewing and approving trades, coaching and supporting trade processors, and ensuring the accurate entry of trade activity within the established timelines. Your attention to detail and high accuracy standards will be crucial in maintaining the seamless client experience that Citco is known for. Key Responsibilities: - Review and approve trades booked by Trade processors - Coach and support trade processors as requi...

As an MBA with a specialization in finance and sales, with 2-5 years of experience in the AMC Industry in Mutual Funds Institutional sales, you have a great opportunity to join ##TRUST at our Hyderabad/Pune/Jaipur/Lucknow office. Role Overview: - Acquire new clients and build the institutional/corporate client base for fixed income MF business - Locate potential sales leads through market research and convert leads into business relationships - Leverage market opportunities to develop new client relationships and accounts - Generate innovative ideas for new client acquisition Qualification Required: - MBA degree with specialization in finance and sales - 2-5 years of experience in the AMC In...

Responsibilities: * Manage B2B mutual fund relationships * Collaborate with MFDs on new business opportunities * Ensure compliance with regulatory standards * Provide exceptional customer service Must pass NISM VA exam before joining

Engage with existing customers to understand their financial goals and provide tailored investment solutions. Maintain strong customer relationships to ensure long-term satisfaction and retention. Required Candidate profile Actively seek customers' referrals and expand the customer base through targeted outreach and networking. To Conduct Successful Investment Awareness Programs (IAP) and generate leads & close the sales

You’ll be responsible for driving AIF & PMS business through Banks , National distributors, IFAs& direct sales efforts.

Responsible for acquiring and managing client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.

Roles and Responsibilities Booking Journal Entries basis bank statements and client Preparation of Bank Reconciliation and maintaining the respective financial logs Prepare monthly financial reporting package for the Hedge Funds, including the determination of "Net Asset Value" and prepare the Statement of Asset and Liabilities and Profit and Loss Statement Ensuring fund income and expenses, including management and performance fees, are accrued for and are in accordance with relevant accounting standards. Accurate and timely processing of all capital activities including calls and distributions, transfers, rollups, capital commitments and calls. Derive pricing for portfolio investments. Upd...

About The Role Skill required: Asset Management - Asset Data Management Designation: Capital Markets Operations Sr Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years About Accenture Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more ...

Skill required: Trade Processing- Asset Servicing - Trade Finance Designation: Capital Markets Operations New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Applied Technology & Operations for Markets ...

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Kolkata Note: Candidates having 8+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior customer experience to enhance the profitability of the relationshi...

Skill required: Asset Management - Asset Data Management Designation: Capital Markets Services Senior Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years About Accenture Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 coun...

Job Description We are urgently hiring an experienced NR Sales Manager to lead business development and relationship management for Non-Resident Indian (NRI) clients in the Pune/Mumbai region. The ideal candidate will have a strong background in NRI banking , with proven success in sales of TFX (Trade & Forex), Mutual Funds, and other wealth management products . Key Responsibilities Acquire and manage a portfolio of NRI clients with a focus on HNI & UHNI segments Drive sales of NRI banking products , including TFX (Trade & Forex), Mutual Funds (MF), Insurance, NRE/NRO accounts, and investment solutions Achieve revenue and business targets through cross-selling and upselling to existing and ...

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...

? Key Responsibilities: Cash management (incl. preparation of payments, monthly cash balances reporting) Day to day accounting and reporting for various companies of our investments Preparation of financial statements and audits coordination (drafting Financial statement, ticking figures and notes, support in audit requests, confirmations etc.) Preparation of financial information / analysis as required Assistance & coordination with preparation of Income Tax & VAT returns, and other tax compliance reporting (such as FATCA, CRS, Withholding tax) Implement & maintain electronic & hardcopy files and keeping the database up to date (supplier acceptance and vendors list) Preparation of BCL and C...

About The Role BA experience in Investment Banking; Financial Services domain In-depth understanding and hands-on experience of working on Equity; Non-equity Indices & ETF including Compositions data. Should have worked with reference data and pricing vendors for Index data like SOLA; Reuters; BBG; Ultumus etc. Excellent communication and coordination skills Experience of Instrument data (ETD / Equities / Bonds) will be a distinct advantage. Documentation of data flows. Hands-on experience of SQL queries. Demonstrated experience of working on data flows and data analysis Well-verse with SDLC concepts and ability to work cohesively with Dev and QA team-members Secondary Skills Capability to w...