11498 Mutual Funds Jobs - Page 27

Key Responsibilities: Build and manage a team of financial advisors from the open market. Set sales targets and create actionable growth plans. Train, mentor, and support agency staff for optimal performance. Ensure client renewals, upselling, and cross-selling opportunities are achieved. Coordinate with backend teams for smooth processing of transactions and documentation.

Key Responsibilities: Build and manage a team of financial advisors from the open market. Set sales targets and create actionable growth plans. Train, mentor, and support agency staff for optimal performance. Ensure client renewals, upselling, and cross-selling opportunities are achieved. Coordinate with backend teams for smooth processing of transactions and documentation.

Key Responsibilities: Build and manage a team of financial advisors from the open market. Set sales targets and create actionable growth plans. Train, mentor, and support agency staff for optimal performance. Ensure client renewals, upselling, and cross-selling opportunities are achieved. Coordinate with backend teams for smooth processing of transactions and documentation.

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 to drive business growth. Job Requirements Minimum 1 year of experience in banking or financial services. Strong knowledge of banking products and services, including loans and insurance. Excellent communi...

Urgently need Branch Manager, Equity Dealer,MFund Sales and BSE(business support executive) in a stock market Location Bangalore For Equity dealer, BSE and RM ,Experience min 1 year required, CTC 2lpa to 4 lpa For BM exp min 5 yrs, CTC - 3 to 6.5lpa Required Candidate profile Role – For BM , Managing Branch as a Profit Center by revenue generation. - For Dealer , Sale purchase on behalf of client - For MFund Sales- acquire clients and SIP Contact QRN on 9811985863

Role & responsibilities Your job is to make our investors feel comfortable. You are responsible for giving them clarity about the structure of different assets and resolving all inbound queries coming on WhatsApp chats, emails and calls, along with providing actionable insights to the Product/Marketing team. Work time and schedule: 1. 5-day working 2. Roster based schedule. 3. Timings: 9 AM to 9 PM (9-hour working, Roster basis)

About The Role : We are seeking a proactive Marketing Specialist to drive client engagement and sales in the insurance and mutual funds sectors. This role requires strong communication skills, fieldwork, and a commitment to building lasting client relationships.Key Responsibilities:- Conduct face-to-face meetings with potential clients to understand their needs and present the company's products/services.- Initiate contact with potential leads through outbound calls, emails, and social media interactions.- Generate new business leads for insurance and mutual funds..- Collaborating with team members to achieve organizational goals.- Visit to corporate events for branding and promotion.- Devel...

Greetings From Tmangoes....!!! We are looking for Relationship Manager with Investment or Mutual Funds experience. Exp - 2 to 10 years Location - PAN India Interview Mode - Face to Face Interested candidates send your updated resume to sabarish@tmangoes.com

As a Wealth Manager in Mutual Funds at DR. Shares and Stock Brokers in Chandigarh, you will have the opportunity to leverage your expertise in mutual funds to assist clients in achieving their financial goals. Join us in making a real impact on our clients" financial well-being. **Role Overview:** - Advise clients on suitable mutual fund products based on their financial goals and risk profiles. - Build, maintain, and enhance client relationships through proactive engagement. - Manage client portfolios effectively and monitor fund performance. - Stay informed about mutual fund products, market trends, and compliance requirements. - Ensure client satisfaction by providing professional and eth...

As a Relationship Manager, your primary responsibility is to develop new and expand existing High Net worth Customer relationships for liabilities and commercial assets. You will ensure high levels of customer service orientation and application of bank policy. Additionally, you will cross-sell existing bank products to customers and inform them of new products or product enhancements to further expand the banking relationship. You will also be responsible for planning and conducting special sales initiatives and events for prospective and existing clients. In order to provide seamless access to other products, you will coordinate with other group companies. It is crucial to maintain complet...

Role Overview: As a Relationship Manager at ZFunds, you will play a crucial role in building and nurturing client relationships while driving sales of investment products like Mutual Funds and Fixed Deposits. Your responsibilities will include maintaining strong B2B relationships, promoting and selling investment products through consultative sales approaches, managing client portfolios, addressing customer queries, and meeting monthly targets and performance metrics. Additionally, you will be expected to handle High Net Worth Individuals (HNI) clients and keep records updated in the CRM system. Key Responsibilities: - Build and nurture client relationships - Drive sales of investment produc...

As a candidate for this role, you will be responsible for client servicing related to equities and mutual funds. Your key responsibilities will include: - Interacting with clients to address their queries and provide assistance regarding equities and mutual funds. - Maintaining client relationships and ensuring satisfaction. - Executing investment transactions accurately and efficiently. - Keeping updated with market trends and providing relevant information to clients. In terms of qualifications, the ideal candidate should possess: - At least 1 year of total work experience, with a preference for experience in a similar role. - Strong communication and interpersonal skills. - Knowledge of e...

Hi, Greetings from AVANI ConsultingWe are hiring for leading company Key Accountabilities 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 INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Harika.Call & WhatsApp :- 8106336954 Share Updated resume,h...

Skill required: Asset Management - Asset Data Management Designation: Capital Markets Services Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Applied Technology & Operations for Markets (ATOM) is a multi...

About The Role Skill required: Asset Management - Asset Data Management Designation: Capital Markets Operations Sr Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years About Accenture Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more ...

Provide strong leadership and guidance to the team of Relationship Managers on their KRAs Set clear performance goals and targets, and monitor individual and team progress. Conduct regular team meetings to communicate updates, strategies, and performance expectations. Develop and implement sales strategies to generate new business and achieve revenue targets. Drive the acquisition of new clients by promoting our service and highlighting the benefits. Identify opportunities for cross-selling third-party products and services to clients. Collaborate with product teams and vendors to understand product offerings and develop effective cross-selling strategies. Proven experience as a team leader ...

We are looking for a skilled professional to join our team as an Assistant Manager - Financial Services (GSS) in ACME SERVICES PRIVATE LIMITED. The ideal candidate will have 3-8 years of experience. Roles and Responsibility Manage financial services operations, including budgeting and forecasting. Develop and implement financial strategies to drive business growth. Analyze market trends and provide insights to senior management. Collaborate with cross-functional teams to achieve business objectives. Ensure compliance with regulatory requirements and industry standards. Lead and motivate a team of professionals to achieve high performance. Job Requirements Strong knowledge of financial servic...

We are looking for a skilled professional to join our team as an Assistant Manager - Financial Services (GSS) in ACME SERVICES PRIVATE LIMITED. The ideal candidate will have 3-8 years of experience. Roles and Responsibility Manage financial services operations, including budgeting and forecasting. Develop and implement financial strategies to drive business growth. Analyze market trends and provide insights to senior management. Collaborate with cross-functional teams to achieve business objectives. Ensure compliance with regulatory requirements and industry standards. Lead and motivate a team of professionals to achieve high performance. Job Requirements Strong knowledge of financial servic...

? Key Responsibilities: Cash management (incl. preparation of payments, monthly cash balances reporting) Day to day accounting and reporting for various companies of our investments Preparation of financial statements and audits coordination (drafting Financial statement, ticking figures and notes, support in audit requests, confirmations etc.) Preparation of financial information / analysis as required Assistance & coordination with preparation of Income Tax & VAT returns, and other tax compliance reporting (such as FATCA, CRS, Withholding tax) Implement & maintain electronic & hardcopy files and keeping the database up to date (supplier acceptance and vendors list) Preparation of BCL and C...

Job Description : Responsible for gathering assets for investment productssuch 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.

Dezerv is a house of investing solutions for high-net-worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc. Our team of experts monitors the performance of portfolios and rebalance them if required to ensure long-term success. We are backed by marquee firms like Premji Invest, Accel, Elevation, Matrix, etc. Since inception, our clients have trusted us with over 12000+ Crs of their assets. Why are we bu...

Role Description Job Specification A. Position Details Position Title: Relationship Manager Assistant Manager / Deputy Manager Grade: Retail Sales Role RM - Banks 2-5 Yrs of Sales experience Work Experience Relationship Management C. Role Purpose Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of Bank branches in retail business Internal Focus - Branch Service Operations, Channel team External Focus - Distributors, Investors D. Key Accountabilities 1. Responsible for Sales from Banks 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to ana...

Company Description Saumit House is one of India's most reliable investment advisory firms, providing end-to-end investment solutions for individuals, families, and businesses. With a customer-first approach and access to top investment providers, Saumit ensures financial security by protecting assets. Trusted by thousands and backed by leading insurers, we are committed to being your long-term partners in protection. Role Description This is a full-time on-site role for a Mutual Fund Sales and Marketing professional located in Surat. The responsibilities include promoting and selling mutual funds, developing and implementing marketing strategies, building relationships with clients, analyzi...

Key Responsibilities: Drive acquisition of new B2B partners across IFA channels, national distributors, stockbrokers, and wealth firms. Deepen relationships with existing partners to enhance engagement and increase wallet share. Manage and scale a large client portfolio, focusing on Fixed Income and alternate investment products. Generate investment inflows from assigned partner channels. Conduct regular product training sessions for partners and clients on investment products such as Bonds and similar instruments. Manage overall sales and revenue targets in the Western zone. Lead, coach, and manage a team of 7-10 high-performing Relationship Managers. Execute strategic initiatives, includin...

Acquire clients through networking & market contact Educate customers on product benefits & available plan Maintain portfolio & service existing policyholder Assist clients in claims & policy renewal Work towards completing target & earning incentive 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