15403 Mutual Funds Jobs - Page 28

We are looking for a Contract Analyst to join our Financial Operations group. This group is responsible for various post-trade activities and is an integral part of our global operations. If hired, you will work with one of the sub-departments mentioned below. Trade Accounting and Operations: Reconciling Trades, Position, Cash and Swap MTM against the counterparty or fund administrator, resolution of trade and settlement issues, managing the trade affirmation and confirmation process and managing cash settlements for the OTC positions Middle Office: Securities and Transaction Management including creation of securities, manual booking of trades, updating associated reference data and attribu...

* The candidate has to handle tie-up banks. * Regularly visiting all the branches across the territory * To build relationships with existing customer * Lead Closing * Handle the walk-in customer through tie-up Banks. * 100% lead provide Required Candidate profile * Qualification : Graduate * Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector * Age criteria : 21 to 37 Years * Good Communications Skills * Fresher's Can't Apply

Job Description Will be responsible for handling Banks & Corporate Relationships Engaging with Corporate clients and manage corporate distribution/ sales Manage direct selling so as to mobilize revenue growth Leverage on market opportunities and develop new client relationships and accounts Enlarge the scope of existing client relationships and penetrate deeper into the clients financial management Independently engage with the top management/ decision makers of prospective and existing clients Relationship management and brand building exercises that enhance visibility and goodwill Job Requirement Graduate Good Communication skill NISM Certification- V-A module Relevant Experience- 1 to 2 y...

PRIMARY JOB RESPONSIBILITIES Recruit, induct, handhold, facilitate, motivate & retain Team Members Ensuring smooth operations and achieving the revenue & profitability targets of the Branch Ensure individual and team performance as per norms Ensure compliance as per various regulator and organization guidelines Client acquisition from own network/ open market along with margin collection as expected Generate revenue through Broking & Non Broking Products (LI, MF, FD, Bonds etc. & focus product if any) Promote Focus Product of the month Maintain & service the existing clientele Preferred candidate profile Candidate should have overall experience of around 10-15 years in the desired role with ...

Cards, Wealth and TPDsWMS/NPS/APY/PM Schemes 1. Mutual Fund/NPS/APY/PM Schemes Knowledge 2. API Knowledge 3. Database Knowledge 4. Manual Testing KnowledgeJira KnowledgeAble to Communicate with stakeholder with Minimal supervisionLocation - Santacruz

* Develop business in assigned local markets * Conduct promotional & awareness activities * Generate quality leads for products * Coordinate with field sales teams * Achieve area-level lead & conversion goals 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 {Hitisha-7984704065} M- piyush@sresthinfo.com Perks and benefits On Roll job + High CTC Incentives + Allowances

SUMMARY Retail Staff Position in Pune Job Description Our client, a UAE-based multinational conglomerate, is seeking freshers to join their retail staff team in Pune. The group is involved in retailing a wide range of products including apparel, footwear, consumer electronics, cosmetics & beauty products, home improvement, and baby products. Additionally, the group focuses on hospitality & leisure, healthcare, and mall management. Responsibilities Perform folding and stacking at basic tables. Ensure timely display of received stocks. Responsible for the upkeep of the section. Maintain a carton-free floor. Ensure merchandise clearance from the trial room. Maintain display standards, including...

Creative Photographer Job Name: CreativePhotographer Job Role: Photographer IndustryFMCG, Goods Job LocationUdaipur(Rajasthan)Job TypeFull Time Experience3- 8year SalaryBest in the industry EducationAny Graduate Job Summary: We are looking for a passionate Photographer to capture moments on film and to use images to tell a story. The successful candidate will be able to achieve technical, qualitative, and quantitative goals while meeting the project’s needs and deadlines. About The Role : Take the brief to understand specifications and work closely with our art team to develop the concept. Capture and process images until you achieve desired results. Shoot poses that don’t look posed. Consta...

Key Responsibilities: • Drive business growth through client acquisition and revenue generation • Manage and develop HNI / UHNI / Retail client relationships • Oversee trading, investment advisory, and portfolio management services • Lead and mentor Relationship Managers / Dealers / Team Leaders • Ensure achievement of monthly, quarterly, and annual targets • Coordinate with Research, RMS, Compliance, and Operations teams • Monitor client portfolios and provide investment strategies as per market conditions • Ensure adherence to SEBI, exchange, and internal compliance guidelines • Resolve escalated client issues and ensure high service standards • Support branch / regional head in strategic ...

Creative Photographer Job Name: CreativePhotographer Job Role: Photographer Industry:FMCG, Goods Job Location:Udaipur(Rajasthan)Job Type:Full Time Experience:3- 8year Salary:Best in the industry Education:Any Graduate Job Summary: We are looking for a passionate Photographer to capture moments on film and to use images to tell a story. The successful candidate will be able to achieve technical, qualitative, and quantitative goals while meeting the project’s needs and deadlines. About The Role :: Take the brief to understand specifications and work closely with our art team to develop the concept. Capture and process images until you achieve desired results. Shoot poses that don’t look posed....

Responsibilities: * Manage investment operations from KYC to transaction processing. * Ensure compliance with BSE STAR, INVESTWELL, CAMS, KARVY, AMC standards. * Verify KYC documents accurately and efficiently. Required Candidate profile 2-3 years of experience in a similar role Knowledge of operational procedures and systems Excellent organizational and time-management skills Strong problem-solving and decision-making abilities

The Business Analyst will support advanced financial planning strategies for high-net-worth clients by delivering accurate financial planning deliverables and collaborating closely with AWPC strategists (estate attorneys, tax attorneys, CFPs, CFAs). This role involves data validation, analysis, and coordination of baseline meetings with strategists and advisors, ensuring timely and high-quality outputs. Key Responsibilities Data Review & Validation: Request data from advisor to complete data set Verify client data uploaded to BOX (tax returns, account statements, equity compensation, assets/liabilities, major expenses, estate/trust documents). Ensure completeness and accuracy before engageme...

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. Key Responsibilities Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trad...

Role & responsibilities Dealing with Retail and HNI Clients . Cross Sell the products Life Insurance ,Health Insurance ,GI , Mutual Fund etc Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients throug...

SUMMARY Retail Staff Position Our client, a UAE-based multinational conglomerate headquartered in Dubai, is seeking freshers to join their retail staff team in Navi Mumbai/Thane/West Mumbai/East Mumbai. This is an excellent opportunity for individuals interested in the retail industry to gain valuable experience and contribute to a dynamic and diverse organization. Job Responsibilities Perform folding and stacking tasks at basic tables. Ensure timely display of received stocks. Uphold the upkeep of the section and maintain a carton-free floor. Maintain display standards, including signage, and merchandise clearance from the trial room. Ensure the right products are displayed on the correct b...

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. Key Responsibilities Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trad...

-Process:- Inbound And Outbound Voice Process -Fresher/ experience both can apply -HSC pass can apply -Salary: 14,000 To 20,000 + 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 Prathmesh - 7030023722 Perks and benefits High Incentives and growth opportunities.

Responsibilities: Mutual funds advisory (sales) to HNIs Qualifications: 2-7 years of work experience with Mutual Funds and PMS Strong communication and interpersonal skills Compensation offered: 25,000 - 42,000 in-hand Location - Sector 3 Noida Travel allowance Sales incentives Performance bonus Mobile bill reimbursements Leave encashment Job/soft skill training Health insurance Employee state insurance

Recruit & activate health insurance advisors under the agency channel Achieve assigned monthly and quarterly sales targets Support advisors with product knowledge, training, & joint field work Maintain strong relationships with advisors and customers Required Candidate profile Minimum 1 year of experience in Health Insurance / Life Insurance / BFSI Graduation is mandatory Good communication and relationship management skills Local candidates preferred

Visit assigned field areas daily Generate leads & meet customers Explain insurance products clearly Close sales targets Collect documents & payments Maintain follow ups Build strong customer relationships Submit daily sales reports 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

Identify new prospects Approach potential clients Pitch Products solutions Schedule meetings Convert leads into sales Maintain MIS reports Coordinate with internal teams Support documentation Ensure customer satisfaction Drive business growth. 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

Generate business via field sales Source referral leads Understand customer needs Recommend right products Explain products benefits clearly Build long term relationships Ensure smooth issuance Regular follow ups Achieve monthly targets. 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

Recruit, train & manage insurance advisor Drive life insurance sales targets Support advisors with lead conversion & closure Build strong customer & partner relationship Manage renewals, persistency & cross-selling Ensure policy issuance & compliance 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 Contact: Ayushi | 8460377032.

Wealth Management - requiring 6+ months exp in equity research or investment operations with exposure to equities, ETFs, mutual funds, and crypto. Strong skills in capital markets, portfolio analysis, financial statements, and market research. Office cab/shuttle Health insurance Provident fund

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