4685 Mutual Funds Jobs - Page 22

This role is for one of our clients in the Sales industry, based in Delhi. As a Mid-Senior level Investment Sales Consultant, you are expected to have a minimum of 2 years of experience. Your primary responsibilities will include promoting mutual fund solutions, nurturing investor relationships, and driving revenue across retail and HNI segments. Your role will involve client acquisition, lead generation, client engagement, advisory services, product consultation, sales closure, market tracking, insights sharing, reporting, and compliance. You will be responsible for proactively identifying and onboarding new investors through various channels, maintaining a pipeline of high-potential leads, and offering personalized investment advice based on clients" needs. Your goal will be to promote and sell mutual funds and related investment products, achieve revenue targets, stay updated on market movements, and ensure compliance with regulatory standards. To excel in this role, you should hold a Bachelor's degree in Finance, Economics, Business, or a related field, along with 2-15 years of experience in sales or advisory roles in mutual funds, wealth management, banking, or insurance. Additionally, certifications such as NISM VA, CFP, or AMFI would be advantageous. Strong interpersonal skills, consultative selling abilities, and a deep understanding of retail investment products are essential. Fluency in English and at least one regional language is required. Having an existing network in the financial advisory or wealth space, experience with HNI clients, exposure to investment platforms, CRM tools, or wealth-tech products would be beneficial. You will have the opportunity to be part of a purpose-driven team, access a strong product suite and marketing support, and benefit from a competitive salary with an uncapped incentive model. Transparent career growth opportunities within sales or advisory leadership are also provided. If you are passionate about wealth management, enjoy advising clients on investment strategies, and are energized by closing deals, this role offers a rewarding opportunity to grow within one of India's most exciting financial platforms.,

You are invited to join our team at TRUST as an MBA with finance and sales specialization, boasting 2-5 years of experience within the AMC Industry in Mutual Funds Institutional sales. This exciting opportunity is based at our Hyderabad/Pune/Jaipur/Lucknow office. Your core responsibilities will include acquiring new clients and expanding the institutional/corporate client base for the fixed income MF business. You will be tasked with identifying potential sales leads through thorough market research and diligently nurturing these leads to establish strong business relationships. Moreover, you will be expected to capitalize on market trends and cultivate new client relationships and accounts, all while brainstorming and implementing innovative strategies for client acquisition. If you possess the requisite skills and experience for this role, we welcome you to send your application to talent@trustgroup.in.,

As the Investment Product Manager, you will be responsible for owning and evolving the investment products roadmap, specifically focusing on mutual funds. Your key responsibilities will include understanding the needs of advisors and distributors to create intuitive product experiences. You will conduct data-driven analysis to identify trends, performance metrics, and growth opportunities. Ensuring regulatory compliance and seamless integration with Asset Management Companies (AMCs) and backend systems will be crucial aspects of your role. Additionally, you will be required to conceptualize and execute campaigns targeted towards employees and partners to enhance product engagement and drive sales. You should have a minimum of 3 years of experience in Investment product management, with a solid understanding of investment products, particularly mutual funds. Strong analytical and problem-solving skills, coupled with a data-oriented mindset, are essential for this position. Attention to detail, structured thinking, and the ability to work collaboratively with internal teams and end-users to boost product adoption are also key requirements. Experience in sales or collaborating closely with sales/distribution teams will be considered a bonus. Excellent communication and interpersonal skills are necessary to effectively influence cross-functional stakeholders. A business-savvy mindset, coupled with a passion for enhancing customer outcomes, will further contribute to your success in this role. This is a full-time position with benefits including health insurance, paid sick time, paid time off, and Provident Fund. The work schedule is during the day, and the work location is in person. Join us in shaping the future of investment products and driving impactful change in the financial services industry!,

Recruit, train, and manage a field sales team Set clear targets and ensure achievement of sales goals Develop strong market connections in your area Guide and motivate team members to excel Build and maintain strong client relations Required Candidate profile Min 2+ years exp. in field sales Team management skills Good local network and market understanding in GJ Excellent communication skills Graduation required Contact: Princy Z. | +91 9327916832

Urgent Hiring for CSA Fresher & Experience both can apply.( Experience in BPO or BFSI or Financial serves) Graduation mandatory NISM certificate is required Salary : 2 LPA to 5 LPA Immediate joiners. HR Apporva : 9713546791 Required Candidate profile Excellent verbal and written communication Fresher & Experience both can apply.( Experience in BPO or BFSI or Financial serves) Graduation mandatory with NISM certificate is recquired

About Us: Groww Mutual Fund Who We Are: Groww Mutual Fund, previously known as Indiabulls Mutual Fund, offers mutual fund schemes designed to suit the various needs and objectives of its investors. We are anchored by principles of simplicity, transparency, long-term wealth creation, and unwavering focus on our customers. Our fund takes pride in identifying investment avenues that combine promising growth potential with solid fundamentals. With the robust backing of Groww Invest-Tech Private Limited (formerly known as Nextbillion Technology Private Limited), our portfolio brims with a diverse range of schemes, from equity funds and hybrid funds to debt funds. Our Mission: Our foremost mission is to create steady, long-term wealth for our investors. We are relentlessly dedicated to unearthing promising opportunities and meticulously designing innovative schemes that enable our investors to harness these wealth-building potentials. What We Stand For: Simplicity and Transparency: We ensure our communication about the fund s performance, strategy, goals, and challenges is jargon-free. Our commitment is 100% clarity, empowering investors to make informed decisions. Focus on Consistent Wealth Creation: Consistency over intensity. Our precision lies in selecting securities that consistently compound returns, paving the way for investors to realize their financial aspirations. Customer Centricity: From tailored products that align with your financial objectives, to resources that inform your decisions, to the unwavering support that underscores our care you remain the cornerstone of our endeavors. Innovation at the Forefront: We constantly strive to redefine the landscape of wealth management through our innovative schemes, catering to varying risk levels, time horizons, and liquidity scales. Our team is a tapestry of passion, commitment, and innovation. Every member of the Groww Mutual Fund family is instilled with a sense of ownership, a customer-first mindset, unwavering integrity, and a thirst to challenge the established norms. If youre inspired by the idea of redefining conventions and making a lasting impact, you might just be the addition were seeking. Together, lets shape the future of wealth management in India. About the role: In this role, you will provide objective investment research to the fund management team and help them make informed investment decisions. Candidates should have a solid foundation in their respective sectors as well as analytical skills to understand emerging trends and sectors. Effective team members with high ethical integrity are a must, and candidates with the ability to scale up their skill set to become future fund managers are preferred. Responsibilities Create and maintain earnings, valuation, and industrial models for the assigned sector(s) Analyze data to identify emerging opportunities and risks. Identify actionable investment ideas. Help the team to create alpha by providing timely buy/sell recommendations. Maintain proper documentation and constant coverage of industry-related news, trends, and developments. Disseminate your insight to the team on a timely basis. Devise and perform your primary research methods, keeping abreast of trends and sentiment in their sectors and markets. (Should be an executioner, team player, and self-starter) Expertise and Qualification Master s degree in finance, economics/ CA 1-3 years of relevant experience In-depth understanding of sectors covered. In addition, a deep understanding of fundamental analysis, financial modeling, and valuation. CA/FRM/CFA/MBA is a plus

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language

The purpose of this role is to manage & increase revenue & AUM market share of DSP with Family offices, large and mid-sized corporate clients. Primary job responsibilities: Increase in market share & revenue with assigned set of investors - family offices and Large / Small clients. Produce superior sales results in terms of gross sales, net sales and market share in all asset classes. Reactivate and acquire new investors in the aforesaid segment. Engage with clients through sales tools, charts, regular market and product updates, digital/face to face meeting to create long term book of assets. Advise clients on latest market development and fund house view to have top of mid recall. Leverage on MIS, CRM and other market data to do effective sales Share timely feedback on competition and market deals to superiors Develop external market intelligence to improve network and help in generating business Knowledge required for the role Strong knowledge of capital markets (equity & fixed income), products and other financial products Deep understanding of Sales process Understanding of macro-economic variables and mutual fund products Knowledge of family offices & institutional market of South Skills required for the role : Proven ability to deliver superior results in all market cycles Entrepreneurial mindset, ready to take initiative and get your hands dirty especially when it comes to handling complex deal/client/situation. Excellent communication and presentation skills. Ability to develop strong and trusting relationships. Experience: 3-5 years of investment sales, and business development Qualifications: MBA or any equivalent degree. CFA, CWM, or CFP will be plus

About the Role Trade Settlement Reporting and settlement of debt trades with counterparties and custodian and matching with the contract note. Reporting, reconciliation and settlement of equity and derivatives trades. Tracking and processing of commodity trades and payments. Reporting offshore equity and overseas MF trade to custody and follow-up for settlement. Booking FX and making funds available. Tracking and reporting of trades on custody platform with cut-offs. Liaising with custody and banks for trade settlement and credit tracking. Sound understanding and execution on various types of corporate actions. Strong know-how on execution of Fund of Fund trades and international securities. Expected from the role Work closely with custody, dealers and other stakeholders. Ensure proper documentation of business processes and controls wherever applicable. Gain technical knowledge of trades and treasury. Tracking Circulars issued by regulators - SEBI / RBI / Exchanges. Competencies needed for the role Understanding on Capital Market operations and financial instruments (equities, fixed income, collateral etc.) A strong team player Intellectual curiosity and desire to learn from others Strong ability to routinely work on multiple unrelated tasks while effectively prioritizing and keeping track of deadlines Good interpersonal and communication skills. Years of Experience 5-7 Years of Handling Mutual Fund cashflow and Trades settlement Educational Qualifications MBA, MMS and similar preferably with specialization in the areas of Finance, Accounting etc.

WBCG:FIG - Fund Services - Fund Accounting About Wholesale Banking The Wholesale Banking Coverage Group (WBCG) focusses on doing business with customers such as the Government, Strategic, large and mid-corporates and the SMEs across industries like Infrastructure, Engineering, Chemicals, Oil and; Gas, Metals, textiles etc. The Corporate lending business emphasizes on doing business with higher rated corporates with a focus on garnering a higher share of the cash flows by providing working capital facilities. Fund Services is a niche segment focus on Domestic PMS, AIF, MF, Insurance etc and offering Fund Accounting Services for Portfolio Managers (PMS), Alternative Investment Funds (AIFs) & MF/Insurance in India and Gujarat International Financial Tec-City (GIFT) About the Role Fund Services [FS] Fund Accounting The role is to execute and manage fund accounting operations for Mutual funds and Insurance funds and warrants relevant operational and regulatory knowledge, experience and fund accounting background. The role involves ensuring daily execution of NAV of Mutual Fund/Insurance fund schemes, ensuring complete and accurate daily/weekly/monthly client reporting as per SLA plus regulatory reporting, ensuring timely execution of assigned task, various MIS reporting to management, Handling client s for regular and adhoc requirements and operational concerns, handling client s and other audit, active participation in system developments and digital adoption Key Responsibilities 1) To manage the day-to-day operations of a small-to medium-sized fund accounting client. 2) To manage the daily accounting and net asset value (NAV) production workflow to service multiple funds. To Handle daily activities which is inclusive and not exhaustive containing Capital accounting, trades processing, Income and Expenses accounting, corporate action benefits, Reconciliations, calculations of distributable surplus, Interest accruals and amortizations, equalization, capital gain loss, etc 3) Responsible for accurate calculation and Dissemination of NAV. 4) To ensure transaction processing and client deliverables as per agreed SLA, monitoring and ensuring implementation of all relevant regulatory changes 5) To liaise with all internal and external stakeholder including clients for all required data and support 6) To handle client s audit and related requirements 7) To handle escalations if any and ensuring high customer satisfactions score 8) To conduct UAT and system testing for system enhancements or new requirements Qualifications CA / CFA /Inter CA/ MBA/Graduate with prior experience in a similar role for 4+ years NISM certification in mutual fund module, Other Certifications in the relevant area would be an added advantage Role Proficiencies: Positive and collaborative attitude with excellent interpersonal and communication skills Good knowledge of SEBI & RBI regulations & policies in the relevant areas Solution oriented Team player Proactive in learning & self-development Preferred to have expertise in MSOffice, Wealth Spectrum and Multi Fond system

Job Purpose : A person in this role will ensure awareness of and adherence to processes, policies and codes of conduct laid down for CBG frontline staff. The role incumbent will help the RM s and coach on various investment products available in the bank. Also review the client s investment and update them on regular intervals Key Accountabilities : Ownership of the Investments target of the Region / Area they are mapped to Increase of Mutual Fund AUM for the mapped Area. Impart effective training on new product launch / refresher training on investment, alternate and Forex, AML and other mandatory trainings and keep the record of attendance to comply with internal and regulatory guidelines. Ensure sustainable trail income for the Bank through driving the Mutual Volumes while driving activation of team members for Investment and Forex products. Provide feedback from market and customers to Central Investment Product team for continuous improvement / ideation for new product and processes. Ensure timely dissemination of knowledge on products, market updates and fund fact sheets amongst front line team members and Unit Heads. Always ensure customer-centricity, adherence to fair dealing norms and compliance to internal and regulatory guidelines. Increase Investment penetration and RM productivity Job Duties & responsibilities : Ensure to build up MF AUM and trail revenue for the assigned catchment/ unit Ensure right recommendations as per the client risk profile and periodic reviews for the clients Training and keeping the RM s updated on all latest market updates/ products Requirements: At least 7-10 years of in Banks / NBFC handling client portfolio s Education / Preferred Qualifications: Bachelor s degree from a recognized university Post graduate qualifications are desirable but not necessary if suitably compensated by top notch exposure to above listed experience Mandatory certification like MF distribution exam and PMS certification CFP will be preferred Core Competencies: In depth knowledge of MF / PMS / AIF and all investment products Knowledge of current markets Debt / Equity/ Economy Excellent communication, presentation and interpersonal skills Proactive to learn and drive business and people Technical Competencies Nil Work Relationship Ability to work with people well Willing to travel DBS India - Culture & Behaviors: Drive performance through Value Based Propositions Ensure customer focus by delighting customers & reduce complaints Build pride and passion to protect, maintain and enhance DBS image and reputation Enhance knowledge base, build skill sets & develop competencies Invest in team building & motivation through ideation & innovation Execute at speed while maintaining error free operations Develop a passion for performance and grow the talent pool Maintain the highest standards of honesty and integrity.

Responsibilities: * Generate revenue through equity sales & brokerage generation * Manage demat accounts & cross sales activities * Execute B2C marketing strategies for mutual funds & SIPs cross-selling Client Meeting and achievement of target Employee state insurance Provident fund Sales incentives

Interact with customers, provide product information Meet sales targets and goals Generate leads and reach out to customers Follow up with customers post-sales Maintain accurate sales records Collaborate with team members Mo-9023704649 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 22 to 40 years (Fresher's can't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job

Hiring for Investment Advisor and cross sales 5 Days Working * Graduation mandatory. * NISM Certificate is required * Preferred background in BFSI Sales * Experience in BPO or financial services. HR Arti 9522754537 Required Candidate profile excellent verbal and written communication is required graduate is mandatory with NISM Certificate

To meet sales targets, appoint, develop, and oversee a sales staff Create and implement sales strategies Increase the size of our client’s network Establish trusting bonds with clients Examine sales information to boost output Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Generate leads through fieldwork/cold calling/referrals Understand customer needs & recommend suitable plans Maintain strong relationship with clients Ensure proper documentation & policy processing Submit daily activity & sales report to the manager Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job High CTC + Incentives TA/DA

Dear Candidate, Urgent opening with leading bank for Private wealth role. CTC : Upto 25 LPA Location : Mumbai Role: - Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. - Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. - Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. - Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. - Ensure client Contact ability at all times through regular connect with them in weekly/ monthly calls. - Resolves client queries for the managed book within the specified TAT - Ensures high levels of customer service orientation and application of bank policy - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and events for prospective and existing clients - Maintains complete relationship record for assigned customer accounts - Endure adherence to all bank and regulatory Processes at all times. Job Requirement: - Aptitude to deliver high quality customer service by using organization and interpersonal skills. - NISM/IRDA/AMFI if any can be strongly preferred. - Fluent in communication skills, presentable and a quick grasping power. - Decision making skills with good sense of ownership-understanding the client requirements - Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. - Banking/NBFC will be preferred with good portfolio management. - Experience: minimum 7-8 years of experience in relationship and portfolio management. - Graduation Qualification in any stream/ MBA preferred Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

- You get 100% leads from company - Candidate have to followup with those leads and convience or convert that into sales - where leads are provided by outbound and inbound contact centers and the portfolio of customers are classified. Required Candidate profile Required Candidate profile • Education: Graduate • Age: Between 21 to 40 years • Experience: Need Min.1 year in any sales

-Planning and Implementing Sales strategies -Researching and pursuing new business opportunities -Set up meeting to discuss insurance products with potential clients -Doing cold calling -Closing business deals. Required Candidate profile -Graduation or Above -Age 21 to 37 Years -Minimum 12 Months experience in sales -Fresher's Can't Apply -Bike

Conducting research to identify new markets and business opportunities. attending industry events to build relationships Developing and implementing strategies to increase sales and revenue. Ensuring customer satisfaction and repeat business. Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory Sr.HR Neha 8488981861 neha.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Set clear sales targets for your team provide guidance & support to your team Train new joiners & coach them for consistent sales Conduct regular field visits & support agents in client meetings Conduct field visits & assist in closing major deals Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hasmukh-9316023316} M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Visit clients in-person to promote/sell products Visit potential clients in industrial areas to generate leads Analyze market trends to identify high-potential leads Provide on-field training &sales support to agents Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hasmukh-9316023316} M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

- 100 % lead will be provided - Doing cold calling - Identifying sales opportunities - Closing business deals - Following up with customers - Meeting sales targets -A Great Welcoming Personality That Encourages Relationship Building. Required Candidate profile • 12 months - 2 years experience in sales & Marketing • Bachelor's degree • Fresher's Can't Apply • Bike

-Planning and Implementing Sales strategies -Researching and pursuing new business opportunities -Set up meeting to discuss insurance products with potential clients -Doing cold calling -Closing business deals. Required Candidate profile -Graduation or Above -Age 21 to 37 Years -Minimum 12 Months experience in sales -Fresher's Can't Apply -Bike

BRANCH MANAGER - Branch Banking KRAs: Enhancement of deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Branch administration. Regulatory compliance. Manage productivity, morale of branch personnel Overall responsible for break-even and P&L of branch EXPERIENCE: Overall 10 years of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products In-depth understanding of financial instruments, markets and macro - micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives. QUALIFICATIONS / QUALITIES: MBA / CA/ CAIIB Should have sales orientation Leadership skills. (Though more tactical than strategic). Thinker : Doer = 40:60 AGE: 28 - 38 years THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS