11498 Mutual Funds Jobs - Page 25

Company Description Pravin Ratilal Share And Stock Brokers Ltd, one of the oldest financial advisory and stock broking firms in Gujarat, has over 50 years of experience in the financial market. Operating across more than 25 branches and franchisees in Gujarat, we offer a range of services, including Equity and Derivatives, Demat Services, Portfolio Advisory, IPOs, Mutual Funds, and Fixed Deposits. As a BSE and NSE Trading Member and a Depository Participant with NSDL, we are dedicated to providing safe, advanced, and high-quality financial services to our clients. Role Description This is a full-time on-site role for a Sales Head -Mutual Fund and Fixed Income located in Ahmedabad. He will be...

Designation: Relationship Manager Customer Engagement Reporting to: Channel Manager Customer Engagement CTC :- up to 12 LPA Experience: 6 to 10 years Responsibilities:- To up sell Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling Prudential Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread acro...

Key Responsibilities: Lead and manage business verticals or technology practices to achieve revenue and delivery goals. Define strategy, business objectives, and execution plans aligned with organizational priorities. Drive operational excellence, ensuring quality, scalability, and client satisfaction. Partner with clients and internal stakeholders to design and implement digital transformation initiatives. Lead large cross-functional teams, fostering collaboration and innovation. Oversee project governance, risk management, and financial performance. Mentor senior managers and strengthen leadership pipeline within the organization. Stay abreast of emerging technologies and market trends to ...

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. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

Were Hiring: Investment Documentation & Accounting Executive! Join a growing team that manages end-to-end investment operations, accounting, and coordination for leading financial instruments. Location: Goregaon, Mumbai Employment Type: Full-Time CTC: As per industry standards About the Role: Were looking for a detail-oriented Investment Documentation & Accounting Executive to handle investment documentation, accounting, and broker/banking coordination for Mutual Funds, Listed Securities, IPOs, Bonds, and Commodities. Key Responsibilities: Manage documentation for MF, Equity, IPO, Bonds & Commodity investments Execute and coordinate with brokers, banks & AMCs for daily transactions Maintain ...

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across prod...

Perform complex neurosurgical procedures with precision and care Diagnose and treat neurological disorders and injuries Develop/implement treatment plans for patients Collaborate with other medical professionals to provide comprehensive care Required Candidate profile Hold a degree in MD/DNB/MCH/DM in Neurosurgery or related field Possess at least 1 year of experience in neurosurgery Demonstrate strong communication and interpersonal skills.

As a field based professional you will be responsible for promoting and selling Mutual Fund product directly to client.Develop and manage mutual fund portfolio to maximize return while managing risk.Ensure all MF operation comply with SEBI regulation

Job description Role & responsibilities - Responsible for managing CA value-growth. - Generating fee income from Trade Forex, Retail Banking & Business Banking relationships. - Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker). - Acquiring the high-value CASA relationships from within the group - Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book - Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products. - Superlative client servicing standards & rigor in managing the relationship. - Thorough understanding o...

Roles and Responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential Bank HNI/NRI Relationships. • Drive...

JOB Opening for Senior Relationship Manager - Surendra Nagar Job Description : Execution of trade orders on behalf of clients. Building relationships with clients & educating them about Investments. Specialized Activities: Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal. Advising to client as per our research and sell any other products listed on IFSC Ready to learn new products and processes Minimum of 3 years of relevant experience in dealing (operating terminal OWS/TWS) as RM Required Criteria: 1. Graduation (preferably in finance specialization). 2. NISM 8 certification (Equity & derivatives) 3. Stock Market knowledge is mandatory. 4. Should possess good c...

KEY RESPONSIBILITIES :- Client Relationship Management: Acquire, build, and manage a portfolio of high-net-worth clients. Act as a trusted advisor by understanding clients financial needs and providing tailored investment strategies. Conduct regular portfolio reviews and updates to ensure alignment with client goals and market dynamics. Financial Planning & Advisory: Develop comprehensive financial plans, including asset allocation, retirement planning, tax optimization, and estate planning. Recommend and sell financial products such as mutual funds, SIP, insurance, PMS, bonds, NPS and alternate investment products. Sales & Revenue Generation: Meet and exceed sales targets through proactive ...

Role & responsibilities Would be dealing with Cost basis operations procedures defined in standard operating procedures Perform quality check on the data captured in the client platform and ensure highest standard of accuracy Process application forms based on the priority defined by the client Identifying the customer request and indexing the same to the appropriate department Handling the task assigned and providing resolutions within the timeliness Meeting all defined targets like productivity, accuracy, product knowledge and schedule adherence Meeting all defined targets like productivity, accuracy, product knowledge, schedule adherence and maintenance of requisites Technical Skills: Edu...

Role & responsibilities Develop, implement strategy to achieve planned growth objectives for the IFA channel Acquisition of New IFAs the system for B2B sales which needs to be continuous and ongoing process Activate IFAs thought regular knowledge sessions to empower them to build sizable AUM Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite; Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. Assume full accountability for all aspects of sales in their respective channel Help in communicating a strong and v...

Payroll-Bank Payroll Job Location-Mumbai Associate Manager-Acquisition(Current Account) Acquisition of NTB Corporate Salary account customers Salary upto 5.30 lakh Call 9022157571 Khyati email-hyflyhr9@gmail.com www.hyfly.in Required Candidate profile The role entails direct customer interaction and is responsible for business acquisition of current accounts for a designated branch and also explaining and selling banking products to customers Perks and benefits Medical Allowance + Performance based Incentives

Role & responsibilities Formulation of the marketing and the distribution plan to tap business from the respective channels (i.e., National Distributors, Private Banking Channel, Individual Financial Advisors) for the AMC based on overall strategy Significantly Increase the market share of AMC in the Retail channel. Planning distribution of the full range of investment products and capabilities developed by SBIFM to IFA, Private Banks, ND Oversee and contribute to preparation of regular client reporting Contribute of implementation of the Short / long term sales plan for the branch Regular follow-up with all potential leads across products for effective conversion Develop, implement strategy...

Role & responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. The primary responsibility of a Relationship Manager is selling SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, database, References and open market. Liaising with his investors / distributors / banks / institutions depending for selling / targeting specific schemes as identified by the Business Head. Co-ordination & Organizing Investor Awaren...

Client : AXIS Bank for the post of Burgundy relationship manager Experience : 5- 12 Years KRA : About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through conti...

Key Accountabilities 1. Responsible for Sales from assigned distributors2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brochure), mailers, group meetings with distributors/clients of distributors4. Responsible for providing best in class service to distributors5. Should be sensitive to the needs of distributors in terms of Product Updates, Query resolution and ensure proper follow...

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. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

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. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

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. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

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. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

WALK in Drive on 03rd NOV 2025 to 7th NOV 2025 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. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

Designation:Customer Service - Inbound Payroll-No 1 General Insurance Co Payroll Job Location-Vashi Process-Inbound Salary-16K to 29K Net+Incentive Day Shift 5 DAYS WORKING Work From Office Call 9137797705 Hrutika www.hyfly.in Required Candidate profile 1. Inbound Customer service profile 2. Explaining the customers product features & benefits. 3. Ensuring all compliance and SLA during the calls. 4. GRADUATES FRESHER AND EXP BOTH CAN APPLY