11498 Mutual Funds Jobs - Page 28

Inspire & guide field sales representatives to achieve peak performance Develop & implement effective sales strategies to meet targets Identify new business opportunities & build client relationships Monitor & analyze sales performance closely Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory HR. Sakshi Mishra sakshi.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Visit customer locations to understand their needs Share customized plan presentations & benefits Assist in completing forms & proposal documentation Ensure high customer satisfaction & follow-ups Achieve daily appointment & conversion targets 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

Identify local market opportunities to expand sales reach Conduct field visits to acquire new customers & partners Drive strategies to grow business presence Track competitor activities & market trends Share weekly performance reports with manager 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

Assist in end-to-end Fund Raise (Majorly Debt) process including but not limited to: Exchanging data/required information with the lenders Maintaining monthly MIS as required to be submitted to the lenders Coordinating with various teams internally and outside service providers for the lender's requirements Carrying Legal Execution and documentation related to the fund raiser process Assisting in the post disbursement compliances and coordinating with the lenders on the same Analysis of the data and financials being submitted Other day to day data exchange as and when required Candidate Profile : - Required Experience, Skills and Qualifications Experience and Freshers both can apply Must MBA...

Role & responsibilities 1) Candidate are responsible to sell all kind of investment products like (Mutual funds, LI, GI, Corporate FDs, PMS, AIF Products) direct to Retail and HNI customers. 2) Candidate are responsible to find and bring new customers through direct sales. 3) Build and maintain good relationships with clients. Preferred candidate profile 1) Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward 2) Good communication and people skills 3) Confident in sales and negotiation 4) Customer-focused attitude 5) ...

This role involves the development and application of engineering practice and knowledge in defining, configuring and deploying industrial digital technologies (including but not limited to PLM and MES) for managing continuity of information across the engineering enterprise, including design, industrialization, manufacturing and supply chain, and for managing the manufacturing data. - Grade Specific Focus on Digital Continuity and Manufacturing. Develops competency in own area of expertise. Shares expertise and provides guidance and support to others. Interprets clients needs. Completes own role independently or with minimum supervision. Identifies problems and relevant issues in straight f...

Urgent job in Bank for Sr. Sales Executive/Assistant Manager_Jaipur/Jodhpur Role & responsibilities Achieve the Sales Targets (CA/SA) set in terms of NTB, Value & amp; product mix. Achieve the budgeted cross-sell targets across the designated Product lines. Extend professional customer service to achieve a high level of customer satisfaction and retention. Have complete knowledge of the customer base in terms of the profile, demographics & amp; psychographics for his/ her assigned territory. Achieve defined quality parameters in terms of AMB depletion/FTR %/ UID penetration and NBD penetration. Achieve Sales call plans to acquire large prospective customers through referrals. Preferred candi...

ROLES & RESPONSIBILITIES: - Achieve monthly targets of 75 Demat and 25 Margin accounts (25k average margin), with 2x revenue in the first year and 3x in subsequent years. Conduct a minimum of 3 client meetings and 1 branch visit daily to drive sales and strengthen relationships. Ensure at least 12 First Trades per month through follow-ups and client engagement. Execute all promotions, contests, and marketing campaigns effectively across assigned branches. Conduct 4 training sessions monthly for partners and bank staff to enhance product awareness. Support channel partners on joint client calls and assist in lead conversions. To schedule your interview send your CV through WhatsApp (number me...

Role & responsibilities 1. Servicing franchisee & existing PMS clients. 2. Build a good rapport with them by providing market information & current portfolio status. 3. Cross selling of Equity, Mutual Fund & PMS products. 4. Having strong analytical & communication skills. 5. Ability to learn and be updated in line with the capital markets & current affairs. 6. Achieving desired sales targets. 7. Daily update the work to the reporting manager by EOD. Preferred candidate profile - • Ability to inspire trust and confidence in clients. • Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. • A thorough understanding o...

Role & Responsibilities 1. Servicing franchisee & existing PMS clients. 2. Build a good rapport with them by providing market information & current portfolio status. 3. Cross selling of Equity, Mutual Fund & PMS products. 4. Having strong analytical & communication skills. 5. Ability to learn and be updated in line with the capital markets & current affairs. 6. Achieving desired sales targets. 7. Daily update the work to the reporting manager by EOD. Preferred Candidate Profile Ability to inspire trust and confidence in clients. Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. A thorough understanding of financ...

About The Role Skill required: Capital Markets Services - Account Reconciliations Designation: Capital Markets Services Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto – in parts or entirely – while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes ex...

About The Role Skill required: Trade Processing-Settlements - Trade Finance Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto – in parts or entirely – while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes exec...

Responsibilities: * Manage client portfolios * Build and maintain relationships * Collaborate with sales team * Achieve revenue targets * Provide exceptional service

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Senior Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto – in parts or entirely – while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with busi...

About The Role Skill required: Asset Management - Asset Data Management Designation: Capital Markets Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto – in parts or entirely – while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes execution ...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto – in parts or entirely – while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business ...

Relationship Manager Position Grade: M3/M4Busines Unit: Department: Wealth Sub Function: Sales Location: (PAN India Positions) Number of Positions: Single / Multiple Position Type: Full Time Job PurposeDirect Reports (Position Title) The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfo...

The Senior Relationship Manager (SRM) is responsible for managing high-value clients (premium/elite members) and ensuring successful matchmaking outcomes through personalized relationship management, customer engagement, and consultative selling. Key Responsibilities Handle a portfolio of high-net-worth or premium clients to assist in their partner search journey. Understand client preferences, expectations, and background to offer tailored match recommendations. Build long-term trusted relationships through regular follow-ups, meetings, and counseling sessions. Achieve monthly/quarterly conversion and retention targets. Work closely with internal matchmaking and service delivery teams for e...

We are looking for a highly motivated and enthusiastic individual to join our team as a Trainee in Finance. The ideal candidate should have 0-1 years of experience and be able to work effectively in a fast-paced environment. Roles and Responsibility Assist in preparing financial reports and statements. Support the finance team in budgeting and forecasting activities. Maintain accurate and up-to-date financial records and accounts. Coordinate with auditors to ensure compliance with regulatory requirements. Develop and implement financial models to analyze business performance. Collaborate with cross-functional teams to achieve business objectives. Job Requirements Strong understanding of fina...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto – in parts or entirely – while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business ...

Meeting & exceeding business goals/targets in different products ie Loans & Insurance bundled/Non Bundled through Lead fulfillment & Field Activity on existing Data Base Manage

Meeting & exceeding business goals/targets in different products ie Loans & Insurance bundled/Non Bundled through Lead fulfillment & Field Activity on existing Data Base

Meeting & exceeding business goals/targets in different products ie Loans & Insurance bundled/Non Bundled through Lead fulfillment & Field Activity on existing Data Base Manage

Meeting & exceeding business goals/targets in different products ie Loans & Insurance bundled/Non Bundled through Lead fulfillment & Field Activity on existing Data Base Manage

Meeting & exceeding business goals/targets in different products ie Loans & Insurance bundled/Non Bundled through Lead fulfillment & Field Activity on existing Data Base Manage