8524 Mutual Funds Jobs - Page 25

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

Any Sales Experience BFSI/NBFC/Telecom Managing the Insurance CASA LI GI FD AIF AUM relationship Customer-service orientation, Negotiation and Persuasion skills & Relationship building BFSI CASA Insurance Fintech any financial product sales exp Required Candidate profile Understanding of KYC, AML guidelines and complying with BFSI policies for the role and responsibilities Client Handling Understand the requirements of customers giving smooth on boarding experience Perks and benefits Best In BFSI*

Any Sales Experience BFSI/NBFC/Telecom Managing the Insurance CASA LI GI FD AIF AUM relationship Customer-service orientation, Negotiation and Persuasion skills & Relationship building BFSI CASA Insurance Fintech any financial product sales exp Required Candidate profile Understanding of KYC, AML guidelines and complying with BFSI policies for the role and responsibilities Client Handling Understand the requirements of customers giving smooth on boarding experience Perks and benefits Best In BFSI*

Hiring For Sales Executive Identify potential customers and generate leads through field visits Build & maintain strong, long-lasting client relationships Achieve assigned sales targets Ensure timely reporting of sales performance to the manager Required Candidate profile Mini. 1 year of field sales experience Strong local network in Kerala Graduation Mandatory Good communication & negotiation skills Immediate joiners preferred Contact for more info.: +91 81601 74117

Job Title: Associate Sales Consultant Company: Policybazaar.com Location: Kochi Experience: Freshers and Experienced can apply Education: UG,PG & Diploma Job Type: Full Time Industry: Insurance / Fintech Functional Area: Sales / Business Development Role Category: Tele Sales / Field Sales Salary: 2.55 LPA 4.00 LPA + Unlimited Incentives Job Description: Policybazaar.com is hiring Associate Sales Consultants for our Kochi office! If you're enthusiastic about sales and looking for growth in the booming fintech/insurance industry, this is the right opportunity for you. Roles and Responsibilities: Assist customers in buying insurance/financial products over the phone. Understand customer needs a...

New Requirement : Job in Stock Market : 1.Mutual Fund Sales Advisor. 2. Equity Delar. Location - Delhi. Banglore. Mumbai . Gujrat Chennai. Hyderabad & Noida Eligibility : Graduate Degree mandate. Experience min 6 months to 3yrs required Mutual funds /SIP /equity Sales /Demat accounts Sales in brokeing industry. Experience required for equity delar 1yr with Nism 8. Excellent English + Hindi + Local Language Buget 3 LPA to 5 LPA. Age not above 32yrs . E: brdassociates@workmail.com OR 8377024167

Advanced Client portfolio research & Strategy,Market intelligence & Competitive strategy. sip

Client Acquisition & Business Development.Mutual Fund Product Sales.Relationship Management & Client relation.Leadership in sales. Market & Competitor Analysis.

About the Role: Virtual relationship managers act as the single point of contact for customers banking requirements are responsible for the cross selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. The Virtual RM is situated in the Axis Virtual Centre and is responsible for selling loan products and services to customers based on their needs through remote digital media viz. phone call, email. They are also responsible for ensuring extremely efficient servicing of requests to create a superior customer experience Key Responsibilities: Manage HNI / Ultra HNI Customer relationships, enhance portfolio value and cross-sell banking produc...

Role & Responsibilities: 1. Responsible for driving sales and brokerage revenue through Relationship Manager & advisor and make sure they achieve their KRA 2. Revenue product wise, segment wise and Branch level Profit 3. Resolve all back office issues and ensure smooth operations at the branch 4. Adhere to agreed SLA's for the branch 5. Monitor processes and suggest improvements based on contact with customers 6. Recruitment, training and retention of manpower as per approval How to Apply: To schedule your interview, call or send your CV via WhatsApp to HR Avdhut: 7796426971

Bajaj Capital Ltd is currently hiring for / . across the entire covering / with minimum of of experience. -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field. To apply share your updated CV at moni.singh@bajajcapital.com or you can directly DM me

Job Title: Associate Sales Consultant Company: Policybazaar.com Location: Chennai Experience: Freshers and Experienced can apply Education: UG,PG & Diploma Job Type: Full Time Industry: Insurance / Fintech Functional Area: Sales / Business Development Role Category: Tele Sales / Field Sales Salary: 2.55 LPA 4.00 LPA + Unlimited Incentives Job Description: Policybazaar.com is hiring Associate Sales Consultants for our Chennai office! If you're enthusiastic about sales and looking for growth in the booming fintech/insurance industry, this is the right opportunity for you. Roles and Responsibilities: Assist customers in buying insurance/financial products over the phone. Understand customer nee...

Job Responsibilities : - Build and lead a team of financial advisors - take follow-ups on the leads - Meeting and explaining benefits of product to the customers - bring more business to the organization Required Candidate profile Criteria: - Graduation is a must - Age must be in between 21-38 - Minimum 6 months of work experience - BFSI work experience preferred

-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

Need to handle the walk-in customers in Branch Convert leads provide by branch into Sales Maintain good & Healthy relations with new & Existing Customers Implement new Sale Ideas. Cross Selling of Insurance Products 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

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Role & responsibilities Lead, mentor & manage Wealth Managers to achieve business targets Align team goals with organizational objectives Drive HNI/UHNI client acquisition & support in closing high-value deals Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates) Ensure high client engagement with proactive advisory Achieve P&L targets and grow AUM/AUA Ensure compliance with SEBI, AMFI & internal processes Preferred candidate profile Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred) Minimum 3-4 years in a leadership/team handling role Existing AUM book of 75-100 Cr (MF, PMS, AIF mandatory) Strong HNI/UHNI network with proven client acquisition track...

Manage the team ensuring business targets are met. Manage the recruitment of Sales Persons. Develop & Implement sales strategies to achieve revenue goals. Provide training to sales team. Provide regular performance report to senior management. 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 HR. Sakshi Mishra sakshi.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

* Lead & manage the team ensuring business targets are met. * Manage recruitment of Sales Persons. * Develop & Implement sales strategies to achieve revenue goals. * Provide training & assign task to Sales team. * Manage Performance report of Team. Required Candidate profile Any Graduate with Min. 2 year Sales Experience Must be local and have area knowledge Must have valid document of last company Age between 24 to 40 M-kajal.sresth@gmail.com C-8758802172(HR kajal) Perks and benefits On Roll Job + High CTC Incentives + Allowances

Role & responsibilities Lead, mentor & manage Wealth Managers to achieve business targets Align team goals with organizational objectives Drive HNI/UHNI client acquisition & support in closing high-value deals Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates) Ensure high client engagement with proactive advisory Achieve P&L targets and grow AUM/AUA Ensure compliance with SEBI, AMFI & internal processes Preferred candidate profile Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred) Minimum 3-4 years in a leadership/team handling role Existing AUM book of 75-100 Cr (MF, PMS, AIF mandatory) Strong HNI/UHNI network with proven client acquisition track...

Design and conduct training sessions for agents Monitor training effectiveness and provide coaching Support sales teams in meeting business objectives Collaborate with management to identify training needs Motivate agents to achieve sales targets 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

Assist in managing & motivating the sales team Support in achieving sales goals and KPIs Handle customer inquiries & resolve issues Help with providing training & development for sales team Report sales data & team performance Note :- Check CTC Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Identify &approach potential customers in the market. Promote & sell products to achieve Yearly targets. Build and maintain strong client relationships to drive repeat business Follow up on leads and close sales deals. Ensure Sales targets are met. 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

Sell various types of products to customers based on their needs Identify & acquire new customers through field Maintain strong relationships with existing clients Achieve & exceed individual & team sales targets Guide & support junior sales officers Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances