4685 Mutual Funds Jobs - Page 23

- 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

- 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

Role & responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, 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. Preferred candidate profile To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory.

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 DEL 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: 1. 28 38 years THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS

Post : Senior Relationship Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 78619 85887 HR Janak Perks and benefits Incentive + PF + Mobile with Several

Role & responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, 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 client meetings are done per day within your territory. Preferred candidate profile • Strong communication & written skills • Fluency in local language is an added advantage. • Excellent interpersonal skills and must be a team player. • Must be process oriented and must be willing to learn and adapt. • Highly self motivated

We are hiring for Branch Sales Manager - 100% lead will be provided - Educate the Customer about the product - To close the leads provided by Company - Work on leads with walking customers Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-35 Min 1 + years experience in Sales and Marketing BFSI work experience preferred Life Insurance experience preferred Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

We are hiring for CRM - Client Relationship Manager !! - Managing the sales through assigned leads - Resolving customer queries - To Close The leads Provided By the Company - To Handle the walk-in customer - To do Cold calling on the lead-based data Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-35 Min 1 + years experience in Sales and Marketing BFSI work experience preferred Life Insurance experience preferred Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

Get a seat at a bank branch The bank gives you the lead Sell the policy to the people who come to the bank Visit various branches to collect leads Relationship Building & Business Development Need to Sell Life Insurance to the com. assigned customers Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-35 Min 6 months experience in Life insurance BFSI work experience preferred Life Insurance experience preferred Perks and benefits Incentives+ Allowances+ Fastrack Promotion

DESIGNATION : WEALTH MANAGER Location: Surat | Full time KEY RESPONSIBILITY AREA 1) SALES ACQUISITION Acquire new clients through various sources. Generate new business using existing and potential customer networks. (References) To organize IAP through reference incorporates and generate new clients. Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. Answer clients' questions about the purposes and details of financial plans and strategies. Implement financial planning recommendations. Explain to clients the personal financial advisor's responsibilities and the types of services to be provided. 2) CLIENT RELATIONSHIP MANAGEMENT Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment. Manage client portfolios, keeping client plans up-to-date. Contact clients periodically to determine any changes in their financial status. Analyze financial data received from clients to develop strategies for meeting clients' financial goals. Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives. 3) REPORTS & DOCUMENTATION Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections. Managing and updating client portfolios. To email monthly portfolio performance report along with comments to each client. Build & maintain client database with A/B/C Analysis. To maintain/modified data of each client on regular basis at wealth first web site Impersonal verification should be done in front of client To update daily sales dashboard & report. To keep record of minutes of meeting with clients 4) TEAM MANAGEMENT & TEAM WORK Guiding & mentoring my team towards making them more able, independent and profitable. To coordinate with semi-back office & operations team for smoother transaction process. Developing constructive and cooperative working relationships with others, and maintaining them over time. Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics. 5) LEARNING & UPDATION Monitor financial market trends to ensure that client plans are responsive Investigate available investment opportunities to determine compatibility with client financial plans. Keep yourself updated with latest financial trends, economic/market changes. Keeping up-to-date technically and apply new knowledge to get better output in your work. To clear necessary exam & also clear exam for renewal of certification needed for your profile

Post : Senior Relationship Manager Opportunity for BFSI sales experts! Interact with customers, convert leads, and exceed sales targets. 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 9904195437 HR Kinjal Perks and benefits Incentive + PF + Mobile with Several

Responsible for including HNI customers into the Imperia or Preferred, selling the right products, acquiring family a/c’s ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships.

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Jodhpur Sikar Ajmer Udaipur Bhilwara Bikaner ctc - 2.5 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9811985863 OR email cv on qrn.placement@gmail.com

Own all branch-banking objectives and overall branch supervision, Ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High Net Worth customer programs.

Post : Senior Relationship Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 90238 62949 HR Vivek Perks and benefits Incentive + PF + Mobile with Several

Post : Branch Sales Manager • Opportunity for BFSI sales experts! • Interact with customers, convert leads, and exceed sales targets. • 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 9558211656 HR Mohit Perks and benefits Incentive + PF + Mobile with Several

Recruit & manage a high-performing sales team Onboard team of DSAs & channel partners for business Meet sales targets & expand customer outreach Build strong relationship with customer to their need Find and develop new markets for improving sales Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 87994 05567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

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: 1. 28 38 years THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS PERKS & BENEFITS: * CTC Upto 18Lacs + Bonus+ Home Loan Benefits.

-Responsible for build up your team by using your self-network -Have to train and motivate them for sales -Develop your team member for more business -Managing monthly and weekly meetings -Earn up to 50k incentive + Fixed Salary M :9023192760 Perks and benefits PF+ Health Insurance + Petrol Allowance +Incentive

-Responsible for build up your team -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile Minimum 6 Months in Field Sales/Marketing CTC : Up to 7 LPA + Incentive + Performance Bonus + Others Benefits Age : 24 to 40 years Education : Any Graduation Call/WhatsApp on 9974304620 Perks and benefits pf + incentives + Increment & Promotion Yearly

As a Regional Sales Manager/Head in the broking industry, you will be tasked with driving business growth and sales performance within the assigned region. Your role will require you to lead a high-performing sales team by utilizing your expertise in financial markets, client acquisition, and channel development. Your key responsibilities will include: Team Leadership & People Development: - Manage and mentor a team of Area Managers, Relationship Managers, and Sales Executives. - Set clear goals, monitor KPIs, and ensure high performance standards. - Foster a culture of ownership, accountability, and continuous improvement. Client Acquisition & Retention: - Develop strategies for acquiring retail and HNI clients. - Focus on increasing Assets Under Management (AUM) and active client base. - Ensure high client satisfaction and reduce attrition through effective relationship management. Channel Development & Management: - Onboard and activate sub-brokers, channel partners, and franchisees. - Enhance partner productivity through support, incentives, and training. - Ensure compliance with SEBI regulations and internal policies. Sales & Revenue Generation: - Achieve regional revenue targets across various financial products. - Analyze sales performance metrics and drive profitability through pricing strategies. - Collaborate with marketing and product teams for region-specific campaigns. Compliance & Risk Control: - Monitor client transactions and ensure adherence to compliance policies. - Support audits and regulatory inspections when required to mitigate operational risks. Market Strategy & Expansion: - Conduct market analysis to identify opportunities and competitive threats. - Contribute to strategic planning and represent the region in leadership meetings. Reporting & MIS: - Provide timely reports on sales performance, pipeline updates, and forecasts. - Utilize CRM tools for tracking activities, lead status, and closure ratios. - Present insights and recommendations based on regional data analysis. Qualifications: - Minimum 12 to 15 years of sales experience in the financial industry. - Strong leadership, analytical skills, and knowledge of market trends. Package: - As per industry standards. Location: - Indore For further details, please contact Satish Tiwari at 7987364734 or satisht@indiratarde.com.,

You will be joining Patni Capital Pvt Ltd, an independent financial services company located in Aurangabad. Established in 2016, we offer a wide range of services such as stock broking, mutual fund distribution, bond investments, company fixed deposits, and life & health insurance. Despite being relatively new, we have managed to capture a significant market share and are proud to have approximately 500 satisfied clients spread across India. As a Client Relationship Manager in a full-time on-site role in Aurangabad, your primary responsibility will be to nurture and enhance client relationships. This includes understanding and addressing client needs, providing financial advice and investment strategies, and ensuring overall client satisfaction. You will also manage client accounts, handle client queries, and keep clients informed about their portfolios on a regular basis. To excel in this role, you should possess strong client relationship management and interpersonal skills. A good understanding of financial services such as stock broking, mutual funds, bonds, and insurance is essential. Exceptional communication, negotiation, and problem-solving abilities are key. You must also have the capacity to comprehend and analyze financial reports and market trends, along with prior experience in customer service and client account management. A Bachelor's degree in Finance, Business Administration, or a related field is required for this position. Additionally, having relevant certifications in financial services or investment management would be advantageous. The ability to work on-site in Aurangabad is a must for this role, ensuring seamless interaction with our valued clients.,

You will be responsible for maintaining an effective and smooth relationship with assigned banks in the region to drive business growth. Your role will involve prospecting, selling, and managing Relationship Managers/Salespeople in banks that are also involved in mutual funds. It will be crucial to influence decision-making at senior levels to gain mindshare from the banks. Your duties will include developing business through consultative engagement with Branch Managers, Senior RMs, Regional Heads, etc. This will involve mapping opportunities for primary selling, relationship management, and cross-selling a range of Mutual Fund investment products.,

Designation - Wealth Manager Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a range of products, viz., equity, Mutual Funds , PMS in stocks and securities broking, derivatives, bonds, and all the products promoted by the company