11498 Mutual Funds Jobs - Page 22

Job Summary: We are looking for a motivated and experienced Deputy Manager PL (Personal Loans) Prime T1 to oversee and manage end-to-end operations related to personal loan origination, credit assessment, and portfolio management for prime segment customers. The ideal candidate will drive business growth through efficient loan processing, risk management, and customer relationship handling while ensuring compliance and operational excellence. Key Responsibilities: Manage and drive personal loan (PL) business for the prime customer segment in the assigned territory (T1). Achieve sales and disbursement targets through effective channel and team management. Conduct credit assessments in line wi...

Job Summary: We are looking for a motivated and experienced Deputy Manager PL (Personal Loans) Prime T1 to oversee and manage end-to-end operations related to personal loan origination, credit assessment, and portfolio management for prime segment customers. The ideal candidate will drive business growth through efficient loan processing, risk management, and customer relationship handling while ensuring compliance and operational excellence. Key Responsibilities: Manage and drive personal loan (PL) business for the prime customer segment in the assigned territory (T1). Achieve sales and disbursement targets through effective channel and team management. Conduct credit assessments in line wi...

Job Summary: We are looking for a motivated and experienced Deputy Manager PL (Personal Loans) Prime T1 to oversee and manage end-to-end operations related to personal loan origination, credit assessment, and portfolio management for prime segment customers. The ideal candidate will drive business growth through efficient loan processing, risk management, and customer relationship handling while ensuring compliance and operational excellence. Key Responsibilities: Manage and drive personal loan (PL) business for the prime customer segment in the assigned territory (T1). Achieve sales and disbursement targets through effective channel and team management. Conduct credit assessments in line wi...

Job Summary: We are looking for a motivated and experienced Deputy Manager PL (Personal Loans) Prime T1 to oversee and manage end-to-end operations related to personal loan origination, credit assessment, and portfolio management for prime segment customers. The ideal candidate will drive business growth through efficient loan processing, risk management, and customer relationship handling while ensuring compliance and operational excellence. Key Responsibilities: Manage and drive personal loan (PL) business for the prime customer segment in the assigned territory (T1). Achieve sales and disbursement targets through effective channel and team management. Conduct credit assessments in line wi...

Job Summary: We are looking for a motivated and experienced Deputy Manager PL (Personal Loans) Prime T1 to oversee and manage end-to-end operations related to personal loan origination, credit assessment, and portfolio management for prime segment customers. The ideal candidate will drive business growth through efficient loan processing, risk management, and customer relationship handling while ensuring compliance and operational excellence. Key Responsibilities: Manage and drive personal loan (PL) business for the prime customer segment in the assigned territory (T1). Achieve sales and disbursement targets through effective channel and team management. Conduct credit assessments in line wi...

About The Role Project Role : Application Designer Project Role Description : Assist in defining requirements and designing applications to meet business process and application requirements. Must have skills : SAP Portfolio and Project Management Good to have skills : NA Minimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Designer, you will assist in defining requirements and designing applications to meet business process and application requirements. A typical day involves collaborating with various stakeholders to gather insights, analyzing user needs, and translating them into functional specifications. You wil...

1. Depository Backoffice UAT 2. Demat & Remat Request Process/ Execution of Physical DIS received from Client 3. Authorisation offmarket & buy back and variour transaction request 4. Pledge, Unpledge, Invocation Intruciton Process & File upload 5. Processing the EDIS & Cusa file from Settlement Team 6. Process & maintain records of offmarket & Buyback request received through easiest 7.Various batch export from DP Back office and upload on CDAS 8.Physical DIS scanning and upload in CDSL system 9. Checking of Daily DIS DPU4 report for DIS pending to upload on daily basis 10. Monthly One Transaction file upload in Easeist as per audit requirement 11.Physical Documents indexing and Storage 12.A...

We are looking for a highly motivated and enthusiastic individual to join our team as a Functional Trainee in Bajaj Finance Limited. The ideal candidate should have 0-1 years of experience. Roles and Responsibility Assist in the development and implementation of financial products and services. Support business operations and customer service teams. Analyze market trends and provide insights to enhance business growth. Collaborate with cross-functional teams to achieve business objectives. Develop and maintain relationships with clients and stakeholders. Identify areas for process improvement and implement changes. Job Requirements Strong understanding of financial concepts and principles. E...

We are looking for a highly ed and experienced Deputy Manager to join our team in the Professional Loans department. The ideal candidate will have 2-3 years of experience in the banking or financial services industry. Roles and Responsibility Manage and oversee the professional loans portfolio, ensuring timely disbursement and collection. Develop and implement strategies to boost loan growth and customer acquisition. Build and maintain relationships with key stakeholders, including customers, partners, and internal teams. Analyze market trends and competitor activity to identify opportunities and threats. Collaborate with cross-functional teams to achieve business objectives. Monitor and con...

We are looking for a highly motivated and enthusiastic individual to join our team as a Functional Trainee in Bajaj Finance Limited. The ideal candidate should have 0-1 years of experience. Roles and Responsibility Assist in the development and implementation of financial products and services. Support business operations and customer service teams. Analyze market trends and provide insights to enhance business growth. Collaborate with cross-functional teams to achieve business objectives. Develop and maintain relationships with clients and stakeholders. Identify areas for process improvement and implement changes. Job Requirements Strong understanding of financial concepts and principles. E...

We are looking for a highly motivated and enthusiastic individual to join our team as a Functional Trainee in Bajaj Finance Limited. The ideal candidate should have 0-1 years of experience. Roles and Responsibility Assist in the development and implementation of financial products and services. Support business operations and customer service teams. Analyze market trends and provide insights to enhance business growth. Collaborate with cross-functional teams to achieve business objectives. Develop and maintain relationships with clients and stakeholders. Identify areas for process improvement and implement changes. Job Requirements Strong understanding of financial concepts and principles. E...

This Position reports to: Regional (IMEAA) Excitation Bus Line Mgr Your role and responsibilities In this role, you will have the opportunity to implement the service strategy and drive service growth at the respective unit level. Each day, you will lead the Service organization and be responsible for the P&L to achieve performance targets and to optimize the utilization of Service resources. You will also showcase your expertise by running the day-to-day service business to ensure profitable growth and improvement of service productivity. Work Model: Hybrid #LI-Hybrid, Onsite #LI-Onsite This role is contributing to the Process Automation Energy Industries Excitation Business for Asia. The p...

Role & responsibilities Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 55, 75 , 100 Lacs TPP and Banking Targets Individual PBG Targets across TPP (40%) Ensure targets given at absolute level are met - Measured by achievement over target Banking Targets Individual (10%) - Ensure banking targets are met with of focus on defined income objectives - Ensure base penetration is done with all relevant products Customer level profitability objectives to be met self and team (10%) Minimum objectives of Rs 1,00,000 per customer from 75% of the self-base for RM and self & team level for Senior RM AUM Growth objectives to be met self and team (10%) Minimum objective 10% growth in AUM for s...

Client management: Act as the primary liaison between the company and its clients, building and nurturing long-term relationships. Needs assessment: Proactively work to understand client needs, concerns, and goals to provide personalized service and solutions. Problem resolution: Address client issues, complaints, and feedback, collaborating with internal departments to ensure a satisfactory resolution. Account growth: Identify opportunities to up-sell or cross-sell additional products and services, while also looking for strategic ways to expand the partnership. Strategic collaboration: Work with other teams like sales, marketing, and customer service to improve customer experience and alig...

As a Branch Manager in the Retail Liabilities vertical, you will be responsible for driving business growth, ensuring operational excellence, and delivering superior customer service. This role demands a dynamic leader with strong sales acumen, regulatory awareness, and the ability to manage a high-performing team. You will oversee the branch s profitability, compliance, and customer engagement, while also promoting cross-selling of ficial products Drive enhancement of the deposit pool from existing and new customers. Ensure high standards of customer service delivery across all touchpoints. Promote and achieve cross-selling targets for non-deposit products. Lead sales initiatives for Mutual...

The Acquisition Manager Business Banking is responsible for driving the growth of the deposit base and cross-selling ficial products to business banking customers. This role involves managing branch operations, ensuring regulatory compliance, and achieving profitability targets. The ideal candidate will have strong sales experience in retail liabilities, leadership capabilities, and a deep understanding of ficial markets and instruments. Enhance the deposit pool by acquiring and managing business banking customers. Drive cross-selling of non-deposit products including mutual funds, insurance, and other third-party offerings. Generate fee income through effective product penetration and custo...

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products. The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement. The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management. Acquire new HNI customers for retail loan products and banking services. Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc Build and grow CASA book size by onboarding quality custo...

Job Title: Senior Sales Manager CTC: Up to 8.5 LPA + Incentives Experience: Minimum 3 years in Agency Channel Education: Graduation mandatory Location: Bangalore, Udupi, Mangalore, Bagalkot, Belgaum, and Chitradurga Job Description: Recruit, train, and manage Agency Partners (APs) and Life Advisors (LAs). Conduct recruitment drives, goal-setting meetings, and performance reviews. Guide the team on sales processes through regular coaching and field activities. Ensure APs business growth, income development, and contract maintenance. Work closely with internal teams for onboarding and operational support. Act as a product expert and drive sales performance through team motivation. Contact for ...

Job description Role Overview: We are seeking a highly experienced and results-driven Senior Wealth Manager/Consultant to join our team. The ideal candidate will have a proven track record in wealth management, financial advisory, and portfolio management with a deep understanding of investment strategies, financial planning, and client relationship management. This role demands strong leadership, business development skills, and the ability to provide high-net-worth clients with customized financial solutions. Key Responsibilities: Client Advisory & Relationship Management: Manage and grow a portfolio of HNW & UHNW clients by providing tailored investment strategies and financial planning s...

Job Title: Assistant Sales Manager Job Summary: We are seeking a highly motivated and results-driven sales professional to join our team at HDFC Life. The ideal candidate will have a minimum of 0.6 year of sales experience, a proven track record of achieving sales targets, and excellent communication skills. Key Responsibilities: Manage front line sales of Retirement and Pension solutions to corporate, retail and individual retirees. Develop and maintain partnerships and alliances to drive sales. Provide financial consulting services to clients. Manage stakeholders and build strong relationships. Sell Retirement and Pension solutions to corporate, retail and individual clients Develop and im...

Job Profile: Job Location: Jaipur Role Name: Investment Specialist - Branch Banking / Affluent Ownership of the investment target of the Branch Banking Channel mapped to Increase the Mutual Fund AUM for the mapped Area. Penetration of Client base for creating new investors in MF/ Investestments from existing client base. Increase in (investment Products) productivity of Phone Banking officers NTB) attributed to presence of IC i.e. NTB opened by officers on the back of investments due to the presence of the IC. Other Key Areas to be done periodically: Officers training, driving business/ Coordinating with Sr. RCMS/ National Head, Client Coverage/ Joint phone calls Portfolio Construction and R...

Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which wi...

Role Summary The Senior Portfolio & Treasury Manager will oversee and strategically manage the investments and treasury operations of the Promoter Family Office, with responsibility for an AUM exceeding 150 crore across domestic and international assets. This role requires deep expertise in multi-asset portfolio management, capital allocation, and treasury operations , including liquidity planning, FX management, and derivatives . The ideal candidate will bring a strong track record in wealth management or a family office setup , demonstrate data-driven decision-making , and leverage AI-enabled research and analytics tools for smarter portfolio insights and automation. Key Responsibilities 1...

We are looking for a highly skilled and experienced Finance Executive to join our team at Taj Agra, with 2-4 years of experience in the hospitality industry. Roles and Responsibility Managing financial transactions and preparing reports. Analyzing financial data to inform business decisions. Developing and implementing financial strategies. Collaborating with cross-functional teams to achieve business objectives. Ensuring compliance with financial regulations and standards. Maintaining accurate and up-to-date financial records and systems. Job Requirements Strong knowledge of financial concepts and principles. Excellent analytical and problem-solving skills. Ability to work effectively in a ...

Vertical : PBG Desk Position : Senior Relationship Manager Experience required: 7+ years Location :Mumbai (Mahalaxmi) Job Description: 1.Placing Orders for clients after taking proper consent 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc.) 4. Client meetings directly and joint meets along with Bank PBG RM`s 5. Pitching our research ideas to customers Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skil...