15403 Mutual Funds Jobs - Page 27

Some Careers Have More Impact Than Others. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team in the role of Subject Matter Expert In This Role, You Will Engage in review of NAV and Financial statements to ensure highest quality of service to business area an...

Job Description Operations Executive (Mutual Fund Operations / Investment Support) Location: Gurugram, Sector 49, Sohna Road Experience: 02 years in Mutual Fund / RTA Operations preferred About the Role Our Operations team ensures that every clients investment journey is smooth, accurate, and timely. As an Operations Executive, you will play a critical role in supporting Relationship Managers and handling backend processes for client investments. This role is strictly for candidates with prior exposure to Mutual Fund Operations / RTA Operations (CAMS, KFintech, Karvy, etc.). Please apply only if you meet this requirement. Key Responsibilities 1. Transaction Processing Timely and accurate pro...

Some careers have more impact than others. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team in the role of Administration Associate In This Role, You Will Participate in the deployment of defined business solutions to remove manual processes. Identify and r...

Some Careers Shine Brighter Than Others. If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team i...

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

We are looking for candidates who have good understanding in mutual fund, wealth management & finanacial advisory to manage client interactions, provide investment guidance. For more details interested candidates may contact- 8130270344

Role & responsibilities Wealth Manager - B2B | renowned AMC - Bank Channel, Mumbai | Upto 7L Manage and grow relationships with existing HNI and UHNI clients with Mutual Funds, PMS, AIFs , and alternate asset strategies. Preferred candidate profile A graduate with minimum 2 years of experience in B2C sales - Wealth and Investment products.

Generate new business through field sales activities Identify and approach potential customers Present and promote company products/services Achieve assigned sales targets on a monthly basis Maintain relationships with existing customers Required Candidate profile Graduate in any discipline 1–3 years of experience in field sales Good communication and negotiation skills 9904750213 -Nisha

Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance

Job Role: Administer & manage banking business, sales, and performance. Identify new potential areas for expansion and accelerating its development. Managing and training the team as well as the distributers Plan, develop and implement business strategies for overall growth of the area allocated & the distributers in that area, with the objective of improving sales and enabling business expansion Understanding the business model & mobilizing sales accordingly. Relationship management and brand building exercises that enhance visibility and goodwill. Planning & executing activities/tie-ups to drive sales through respective channel. Enlarge the scope of existing relationships and penetrate dee...

About the Role We are seeking a passionate and detail-oriented Product Manager Broking to join our team at Paytm Money. The ideal candidate should have a solid understanding of the broking ecosystem, trading platforms, and capital markets, with hands-on experience in building scalable, user-focused digital products. This is an individual contributor (IC) role that involves ownership of the entire product lifecycle ?? from strategy to execution ?? to deliver best-in-class investment & trading experiences. Key Responsibilities Own the end-to-end product lifecycle for broking and trading products across Equity, Derivatives, Commodities, ETFs, and related offerings. Define the product vision, ro...

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...

Build and improve relationships with customers Identify potential opportunities and inform the sales team to follow up. Educate and inform clients about the company’s products, services Attend to client complaints and resolve issues

To up sell ICICI 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 ICICI 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 across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experi...

Visit customers and generate new leads Promote and sell company products/services Achieve daily, weekly, and monthly sales targets Build and maintain strong customer relationships Collect documents and ensure timely follow-ups Required Candidate profile Graduation is mandatory Required Local Candidate 1+ years of experience in sales in any field Willing to do field work Good communication and interpersonal skills Shash-8460886875 Perks and benefits Fixed Sallary+incentive and other Benefits

* Build relationships with new and existing customers * Support renewals, endorsements and service requests * Generate referral business * Maintain customer interaction records * Achieve retention and sales targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Documents mandatory from last company Senior HR {Piyush-7984704065} M- piyush@sresthinfo.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Lead and manage a team of sales executives Assign daily targets and monitor performance Support team members in field sales activities Drive lead conversion and business growth Conduct regular follow-ups and review meetings Required Candidate profile Graduation is mandatory Required Local Candidate 1+ years of experience in sales in any field Willing to do field work Good communication and interpersonal skills Shash-8460886875 Perks and benefits Fixed Sallary+incentive and other Benefits

Generate business via field sales Source referral leads Understand customer needs Visit customers and generate new leads Promote and sell company products/services Ensure smooth issuance Regular follow ups Required Candidate profile Graduation is mandatory Required Local Candidate 1+ years of experience in sales in any field Willing to do field work Good communication and interpersonal skills Shash-8460886875 Perks and benefits Fixed Sallary+incentive and other Benefits

RESPONSIBILITIES & TASKS (List key responsibilities and tasks of the position, including targets, if any) • To act as a profit center head for the branch • To expand team size across the location • The role involves identifying & empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors with JM Financial • Training new empaneled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPO’s, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) • Training and driving IFDs to achieve sales of financial products on ongo...

* Acquire new customers through field sales * Understand needs and suggest suitable plans * Maintain follow-ups and customer relationships * Ensure quality business and compliance * Achieve assigned business targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Documents mandatory from last company Senior HR {Piyush-7984704065} M- piyush@sresthinfo.com Perks and benefits On Roll job + high CTC Incentives + Allowances

Leading AMC is hiring for Wealth Manager Location: Pune, Mumbai & Bangalore Role: Manage and grow AUM of Equity Mutual Funds through an assigned book of Direct / HNI / UHNI clients. Act as a single point of contact, provide investment advisory, portfolio review, upselling, and client acquisition. Key Responsibilities: Manage & grow AUM and revenue Advisory on Equity MF, PMS & Alts Client acquisition & servicing (HNI/UHNI) Portfolio review & cross-selling Ensure compliance & documentation Eligibility: Graduation (MBA preferred) NISM V-A / 21A mandatory 34 years experience in Wealth Mgmt / Broking / AMC / CEC Strong client handling & market knowledge Interested candidates can mail their resume...

* Visit assigned areas to meet potential customers * Explain insurance plans and benefits clearly * Generate leads through referrals & local contacts * Maintain follow-up and conversion records * Achieve daily and monthly sales targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Documents mandatory from last company Senior HR {Piyush-7984704065} M- piyush@sresthinfo.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Company Description Choice is a leading financial service provider specializing in Stock Market, Mutual Funds, Insurance, and Loans, serving over 4 lakh clients globally. As part of the diversified Choice Group, with a presence in finance, hospitality, and technology sectors, the company boasts operations in 88 countries and partnerships with 13 state governments. An active member of BSE, NSE, MCX, MSEI, and NCDEX, and a depository participant with CDSL and NSDL, Choice Broking provides integrated trading and investment services. These include a proprietary trading platform (Jiffy), expert research, portfolio management services, and comprehensive investment resources. With over two decades ...

Job Description Ensure effective and smooth relationship with assigned banks in the region for growth in business. Responsible for prospecting, selling & managing RMs / Sales people in banks in the region, who are also into mutual funds. Influence decision making at senior levels to get mind share from the banks. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products Good communication abilities and pleasing personality. Exposure to M.F industry will be added advantage. Product knowledge. Market knowledge / extensively ne...

BSE Limited is seeking a highly motivated and analytical Business Development to join our dynamic team. In this role, you will play a key part in expanding our business relationships with key players in the capital markets, including Portfolio Management Services (PMS) firms, Insurance Companies, AIFs, and Mutual Funds. Role and Responsibilities : Develop and maintain strong relationships with existing and potential clients in the capital markets sector (PMS, insurance companies, mutual funds) Conduct market research and analysis to identify new business opportunities. Track and report on key performance indicators (KPIs) related to the client Develop and deliver presentations and proposals ...