11498 Mutual Funds Jobs - Page 26

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing portfolios through effective sales strategies. Identify potential investment opportunities for HNI clients, providing personalized solutions using various financial products such as mutual funds, PMS, AIFs, MF, NISM certifications, etc. Develop and maintain strong relationships with existing HNI clients to increase wallet share and cross-sell additional services like wealth management offerings. Collaborate with internal teams to ensure seamless delivery of services to high net worth individuals. Analyze market trends and competitor activity to stay ahead in the com...

-Process:- Inbound And Outbound Voice Process -Fresher/ experience both can apply -HSC pass can apply -Salary: 14,000 To 22,000 + incentives -Shift timing: 9:30am-6:30pm -Good communication required -looking for immediate joiner Required Candidate profile min qualification HSC Location: Majiwada Thane (w)- 400607 To schedule your interview Call or send your CV through WhatsApp HR Niranjan - 8180837031 Perks and benefits High Incentives and growth opportunities.

Asset Servicing Job Location: Gurgaon, Mumbai and Bangalore Time: 2:00 PM-11:30 PM WFO Only JOB DESCRIPTION: Responsibilities: Hands on experience with asset servicing, processing principal activities like Drawdown, Paydown, Interest in Geneva Reconcile cash and positions across all funds on daily basis using DUCO platform Reviewing upcoming activities exceptions from Geneva WSO accelerator, contract modifications as per the agent notices. Work across multiple groups to troubleshoot technical and accounting problems Ensure all the activities are processed and updated in Geneva. Reach out to Agents / Trustee / Internal team for resolving exceptions on daily basis. Escalation of unresolved cas...

Job Summary: The Financial Analyst is responsible for analyzing financial data, preparing reports, and providing insights to support business decisions. This role involves forecasting, budgeting, variance analysis, and evaluating financial performance to help the organization achieve its strategic and operational goals. Key Responsibilities:1. Financial Planning & Analysis (FP&A) Prepare monthly, quarterly, and annual financial reports. Develop financial models, forecasts, and budgets to support management decisions. Perform variance analysis to identify trends, risks, and opportunities. 2. Data Analysis & Reporting Analyze financial data and translate findings into actionable insights. Crea...

Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide expert advice on investment products. Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service. Stay updated with market trends and competitor activity to identify potential risks and opportunities. Provide exceptional customer service by responding promptly to client queries and resolving issues efficiently. Job Requirements Pr...

Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy. . Cross-sells bank products to existing set of branch customers, which are mapped . Informs customers of new products or product enhancements further to expand the banking relationship. . Plans and conducts special sales initiatives and events for prospective and existing clients. . Coordinates with other group companies to provide seamless access to other products. . Maintains complete relationship ...

Mega Walk In Drive:- Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferre...

The Team: The role will be part of the Index Management and Production Group (IMPG) at S&P Global. The team is responsible for the production and management of a wide range of indices covering global options, equities, futures, fixed income, commodity, digital assets and economics indices. This role will focus on providing comprehensive insights and solution in the fixed income markets, including management of Asian and Global Fixed income indices of S&P Dow Jones Indices The Impact: As a Fixed Income Index Manager you will play a crucial role in maintaining and enhancing the quality of our fixed income indices. Your experience in the Fixed Income markets and Index management will be essenti...

Role & responsibilities Source and acquire retail clients for Equity Trading and Demat account openings Ensure a smooth handover of newly acquired clients to the Equity Dealer for market advice and trade execution Monitor client engagement and coordinate with dealers to maximize trade volumes Identify client needs and promote relevant financial products such as: Mutual Funds/ Portfolio Management Services (PMS)/Fixed Deposits (FDs)/Insurance (Life/General)/Bonds & Private Equity products Preferred candidate profile 2-4 years in financial services, preferably in retail broking, wealth management, or investment advisory roles. Freshers with strong communication skills and relevant certificatio...

Job Title: Private Banking Advisor, Associate Location: Mumbai, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. What well offer you As part of our flexible scheme, here are just some of the benefits that you’ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under child...

JOB DESCRIPTION Job Title Relationship Manager Distribution Channel Reports to Channel Manager Distribution Channel Department Sales Position Grade Range (Depending on relevant Work Experience) JOB PURPOSE: Working Context: The Mutual Fund Industrys AUM has grown more than threefold in a span of 5 years. Axis AMC has consistently outperformed the industrys growth rate. Amidst the stellar performance, last year Axis AMC successfully broke into Top 10 players in the market. Our growth appetite is strong and we envision to be amongst the top 5 mutual funds in the industry by 2020 . The journey so far has been made possible only because of our determined employees and a lot depend on the future ...

Responsible for accurate & timely execution of activities pertaining to NAV, various other reconciliations such as FA, Custody & Cash, preparation & dissemination of various regulatory and scheme specific reporting,Reporting and Settlement of Trades. Required Candidate profile BCom, MBA in Finance Exp in Fund Accounting, Good knowledge related to Valuation, Accounting & NAV, and Performance Fees and FPI regulations, Well versed with Capital Market Operations.

JOB DESCRIPTION Job Title Relationship Manager Distribution Channel Reports to Channel Manager Distribution Channel Department Sales Position Grade Range (Depending on relevant Work Experience) JOB PURPOSE: Working Context: The Mutual Fund Industrys AUM has grown more than threefold in a span of 5 years. Axis AMC has consistently outperformed the industrys growth rate. Amidst the stellar performance, last year Axis AMC successfully broke into Top 10 players in the market. Our growth appetite is strong and we envision to be amongst the top 5 mutual funds in the industry by 2020 . The journey so far has been made possible only because of our determined employees and a lot depend on the future ...

Duties and Responsibilities Meeting & exceeding business goals/targets in different products ie. Loans & Insurance bundled/Non Bundled through Lead fulfillment & Field Activity on existing Data Base Manage Roles and Responsibility Meeting and exceeding business goals and targets in various products, including loans and insurance. Managing existing data base and lead fulfillment through field activities. Developing and implementing effective sales strategies to achieve business objectives. Building and maintaining strong relationships with clients and stakeholders. Analyzing market trends and competitor activity to identify new business opportunities. Collaborating with cross-functional teams...

Duties and Responsibilities Meeting & exceeding business goals/targets in different products ie. Loans & Insurance bundled/Non Bundled through Lead fulfillment & Field Activity on existing Data Base Manage Roles and Responsibility Meeting and exceeding business goals and targets in various products, including loans and insurance. Managing existing data base and lead fulfillment through field activities. Developing and implementing effective sales strategies to achieve business objectives. Building and maintaining strong relationships with clients and stakeholders. Analyzing market trends and competitor activity to identify new business opportunities. Collaborating with cross-functional teams...

Duties and Responsibilities Meeting & exceeding business goals/targets in different products ie. Loans & Insurance bundled/Non Bundled through Lead fulfillment & Field Activity on existing Data Base Manage Roles and Responsibility Meeting and exceeding business goals and targets in various products, including loans and insurance. Managing existing data base and lead fulfillment through field activities. Developing and implementing effective sales strategies to achieve business objectives. Building and maintaining strong relationships with clients and stakeholders. Analyzing market trends and competitor activity to identify new business opportunities. Collaborating with cross-functional teams...

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 growth by providing administrative assistance to the team. Conduct research and analysis to identify new business opportunities. Collaborate with cross-functional teams to achieve business objectives. Develop and maintain relationships with clients and stakeholders. Stay updated with industry trends and regulatory changes. Job Requirements Strong understanding of financial concepts an...

Duties and Responsibilities Meeting & exceeding business goals/targets in different products ie. Loans & Insurance bundled/Non Bundled through Lead fulfillment & Field Activity on existing Data Base Manage Roles and Responsibility Meeting and exceeding business goals and targets in various products, including loans and insurance. Managing existing data base and lead fulfillment through field activities. Developing and implementing effective sales strategies to achieve business objectives. Building and maintaining strong relationships with clients and stakeholders. Analyzing market trends and competitor activity to identify new business opportunities. Collaborating with cross-functional teams...

Acquire new customers and deepen relationships with existing clients. Understand customers’ financial goals and provide appropriate Financial solutions (Mutual Funds, Equity investments, PMS, AIFCar insurance, Term Insurance, Medical cover etc.) Required Candidate profile Excellent communication and relationship management skills. Strong financial and analytical acumen. Stock market knowledge Target-driven with a customer-centric mindset.

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management Ltd.

Interested candidates please contact Dhriti - 8527282112 Job Role We are looking for a competitive Field Sales Representative to develop sales strategies and attract new clients. The successful salesperson will source new sales opportunities and close sales to achieve quotas. The successful candidate will play a key role in increasing income and revenue by managing and negotiating with clients, generating leads, qualifying prospects and managing sales of products and services. As an outside Sales Representative, or Sales Agent, they will also research sales competition. Roles and Responsibilities: Get the sale using various customer sales methods and achieve the set business targets on ANP a...

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry, stable in job role and having a personal AUM of 75 - 100 Cr +. Well polished and good communicators having market and domain knowledge is a must. Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 150, 200, 250 and 300 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are me...

Responsibilities: Manage end-to-end storage and handling of raw materials and packing materials. Ensure timely availability of RM and PM for production as per the production plan. Maintain accurate inventory records using ERP or inventory management systems. Conduct regular physical stock verification and reconciliation. Monitor material shelf life, batch tracking, and FIFO (First-In-First-Out) compliance. Ensure proper labeling, segregation, and safe storage as per regulatory and GMP norms. Coordinate with procurement, production, and quality teams for material planning and usage. Maintain stock minimum and reorder levels to avoid stockouts or overstocking. Manage inward and outward logisti...

About your role The role involves ensuring client instructions are dealt accurately and in timely manner. The individual is required to liaise with various teams across location to ensure priority work is completed on time and any potential issues are escalated in a timely manner to the TL/AM. Along with managing the daily work, the individual would also be required to pick up additional tasks and responsibilities efficiently including projects and SSEs. The individual should demonstrate a high level of commitment to customer service improvement and also showcase Fidelity values. About you Ensure that work allocated to you is completed in an accurate and timely manner. Assist the teams to me...