8524 Mutual Funds Jobs - Page 28

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to us...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to us...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New-To-bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to us...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to us...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to us...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to us...

As a part of Dhanesvari Commodities Pvt Ltd, your role will involve the following responsibilities: - Making new clients and encouraging investments in various financial instruments such as Mutual Funds, Equity Market, Bonds, Fixed Deposits, Life Insurance, and Health Insurance. - Collaborating with HR managers of Companies and Associations to organize webinars on Tax Planning and Advance Portfolio Management. - Coordinating with asset management companies and life insurance companies to enhance client service. Qualifications required for this role include: - Education background in BBA, BCOM, MBA, or MCOM. Please note the following salary brackets based on education level: - For Graduates: ...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Bangalore - Maruthi Seva Nagar Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liabil...

Greeting from HDFC Bank!! We have urgent opportunity of RBB-Infiniti Relationship Manager base across Bangalore Job Locations: Bangalore - Indiranagar Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - RBB-Infiniti Relationship Manager Job Title RBB-Infiniti Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including Ultra-HNI customers into the Infiniti programme and offering them a superior customer experience to enhance the profitability of th...

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - CMH Road Indiranagar, 100 Feet Road Indiranagar & Thippasandra Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a s...

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Koramangala Main Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior customer experience to enhance the pro...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Across Bangalore - Judicial Layout (Kanakpura Road), Kumaraswamy Layout, Haralur, Rajarajeshwari Nagar, Koramangala Main Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also...

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Frazer Town Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior customer experience to enhance the profitab...

Process:- Mutual Funds Outbound Process Motilal Oswal Location: Kasarwadawali, Thane Centralized Pick-Up & Drop Facility from Thane Station) Shift: Day Shift | 9:30 AM 6:30 PM Salary: 18,000 to 23,000 In-hand + Attractive Incentives Who Should Apply? Only Graduates (Any Stream) Freshers looking for a solid start in financial services Experienced candidates seeking growth in Mutual Funds or Sales What Youll Do: Make outbound calls to prospective clients Explain mutual fund schemes and benefits clearly Address customer queries and concerns professionally Drive customer engagement and conversions Maintain accurate records of interactions and follow-ups Skills & Qualities We Value: Strong verbal...

About Angel One : Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. Youll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions every single day. The vibe? Think less hierarchy, ...

Description: Job Description (Wealth Sales): Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients. Understand clients financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions. Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs. Work closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions. Proactively identify new business opportunities through referrals, networking, and cross-selling. Stay updated on market trends, financial products, and regulatory changes to provide up...

Role & responsibilities:- - Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers. - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet - Generating Incremental Business. - Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. - Increase CASA balance in allocated portfolio either through Deepening or Acquisition. ...

Job Requirements Job Description Job Title – Collection Manager Place of work – Mumbai Business Unit - Retail Banking Function – Collections Job Purpose: The role bearer has the responsibility to plan, organize, direct and oversee the activities of the collections department. It also includes managing the agencies associated with the company in their assigned territory. The role bearer is responsible for the efficiency and optimization of retrieving EMI from the customers and ensuring adherence to all the guidelines laid out by the bank contributing to the larger organizational objectives of the bank. Roles & Responsibilities: Responsible for managing and undertaking collections process for ...

Direct selling to the customers via appointments ( Office/ Home visits) To ensure that leads/ appointments allocated by the call center attended and revenue is generated • To ensure Self Sourcing Targets are achieved • To ensure business Reporting Required Candidate profile Good Communication Skills Good Presentation Skills Passionate candidate for work In Qualification Graduation required Age not more than 40years

Mega Drive for Sales Executive/ Sr. Sales Executive/Mutual Fund Sales Locations - Bangalore, Chennai, Hubli ctc - 2.5 to 6.5 lacs Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Required Candidate profile Managing portfolio of clients and mutual fund sales Contact Anitha on 9869504403 or Email on qrn.anitha@gmail.com

Responsible to create structure setup and maintenance. Required to setup specification in application as per the instruction Responsible to provide timely status to customer Responsible to provide query support to customer issues Responsible to respond to customer inquires Responsible to do implementation of group into the system

We're looking for a Product Marketing Specialist with deep financial domain knowledge and strong writing instincts to help shape how India engages with investment products. This role sits at the intersection of marketing, product, and communication. Youll lead messaging across multiple touchpoints, from in-app journeys and CRM campaigns to product education and launches, ensuring that every piece of communication is clear, actionable, and aligned with how our users think about money. Youll be expected to bring both strategic clarity and executional depth, understanding the nuances of complex financial products and turning them into narratives that drive adoption and trust. Key Responsibiliti...

To ensure timely and error free reporting of transactions received at the Investor Service Centre. Manage customer communication effectively in order to have timely resolution Excel in distribution services & investor services with special focus on corporate customers Have close interface with service providers and highlight any discrepancies of gaps noticed on a timely manner Explore and process efficiency suggestions and contribute to achieve customer delight Comply with applicable regulatory requirements on qualifications required for the job profile Contribute to the knowledge management initiative of the customer service team. Contribution to recruitments / contingency / leave planning ...

The role involves supporting the end-to-end claims process, with a focus on accuracy, timeliness, and compliance. The individual will be responsible for registering claims, validating and tabulating hospital bills, maintaining accurate claim records, and ensuring smooth coordination with internal stakeholders. This position requires strong analytical skills, attention to detail, and the ability to work in a fast-paced environment while adhering to turnaround time (TAT) commitments. The role also demands effective communication skills, both written and verbal, and proficiency in MS Office/Google Suite tools for documentation and reporting. What We Expect From You Reviewing claim documents rec...