8524 Mutual Funds Jobs - Page 3

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Platinum Relationship Manager - Business Banking KRAs: . Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy. . Cross-sells bank products to existing set of branch customers, which are mapped . Informs customers of new products or product enhancements further to expand the banking relationship. . Plans and conducts special sales initiatives and events for prospective and existing clients. . Coordinates with other group companies to provide seamless acc...

Platinum Relationship Manager - Business Banking KRAs: . Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy. . Cross-sells bank products to existing set of branch customers, which are mapped . Informs customers of new products or product enhancements further to expand the banking relationship. . Plans and conducts special sales initiatives and events for prospective and existing clients. . Coordinates with other group companies to provide seamless acc...

Platinum Relationship Manager - Business Banking KRAs: . Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy. . Cross-sells bank products to existing set of branch customers, which are mapped . Informs customers of new products or product enhancements further to expand the banking relationship. . Plans and conducts special sales initiatives and events for prospective and existing clients. . Coordinates with other group companies to provide seamless acc...

We are seeking dynamic Relationship Officers with 2 - 3 years of experience in the banking or wealth management industry. who is responsible for building and nurturing client relationships, promoting financial products & contributing revenue growth. Cafeteria Office cab/shuttle Travel allowance Health insurance Sales incentives Provident fund

Platinum Relationship Manager - Business Banking KRAs: . Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy. . Cross-sells bank products to existing set of branch customers, which are mapped . Informs customers of new products or product enhancements further to expand the banking relationship. . Plans and conducts special sales initiatives and events for prospective and existing clients. . Coordinates with other group companies to provide seamless acc...

Platinum Relationship Manager - Business Banking KRAs: . Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy. . Cross-sells bank products to existing set of branch customers, which are mapped . Informs customers of new products or product enhancements further to expand the banking relationship. . Plans and conducts special sales initiatives and events for prospective and existing clients. . Coordinates with other group companies to provide seamless acc...

Platinum Relationship Manager - Business Banking KRAs: . Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy. . Cross-sells bank products to existing set of branch customers, which are mapped . Informs customers of new products or product enhancements further to expand the banking relationship. . Plans and conducts special sales initiatives and events for prospective and existing clients. . Coordinates with other group companies to provide seamless acc...

About The Role 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. About The Role - 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...

Platinum Relationship Manager - Business Banking KRAs: . Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy. . Cross-sells bank products to existing set of branch customers, which are mapped . Informs customers of new products or product enhancements further to expand the banking relationship. . Plans and conducts special sales initiatives and events for prospective and existing clients. . Coordinates with other group companies to provide seamless acc...

Role & responsibilities Acquire new customers through direct channels, references, and market outreach. Maintain and nurture long-term relationships with existing clients to ensure retention. Provide clients with investment advisory across Equity, Derivatives, Mutual Funds, Bonds, IPOs, PMS, and Insurance . Cross-sell and upsell investment products to maximize wallet share . Ensure timely resolution of client queries and deliver priority customer service . Meet and exceed assigned revenue, client acquisition, and AUM targets . Adhere to all compliance, regulatory, and internal process guidelines . Preferred candidate profile Graduate/Postgraduate in Commerce, Finance, Economics, or Business ...

Relationship Manager Mutual Funds Location: Ahmedabad/Vadodara We are looking for dynamic and driven Relationship Managers to join our Wealth Management team. The ideal candidate will have strong experience in handling HNI/UHNI clients , with proven expertise in Mutual Funds and investment advisory . Key Responsibilities Client Relationship Management: Serve as the primary point of contact for assigned Retail/HNI clients, ensuring the highest levels of service and satisfaction. Business Growth: Drive upselling and cross-selling of Mutual Fund products; generate fresh leads through referrals and networking. Advisory & Planning: Profile clients, understand their financial goals, and provide cu...

About The Role : Job TitleSales Manager Premium Banking LocationGurgaon Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Their experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue Your key responsibilities Acquisition - Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new acc...

About The Role : Job TitleSales Manager Private Banking LocationNoida Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Your experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue Your key responsibilities Acquisition Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new accounts...

About The Role : Job TitlePrivate Banking Advisor, Associate LocationMumbai, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. Your key responsibilities Acquisition Assist Head RM in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of exis...

About The Role : Job TitleXtrackers Sales Support Analyst LocationPune, India Corporate TitleNCT Role Description DWS Group (DWS) aspires to be one of the world's leading asset managers. Building on more than 60 years of experience, it has a reputation for excellence in Germany, Europe, the Americas, and Asia. DWS is recognised by clients globally as a trusted source for integrated investment solutions, stability, and innovation across a full spectrum of investment disciplines. We offer individuals and institutions access to our strong investment capabilities across all major liquid and illiquid asset classes as well as solutions aligned to growth trends. Our diverse expertise in Active, Pas...

About The Role : Job Title TAS Client Service Specialist Location: Mumbai, India Corporate TitleAVP Role Description The Corporate Trust business is responsible for a broad portfolio of conventional debt and securitization transactions and service teams are required to engage directly with transaction parties supporting the administration of structured and non-structured debt issuances in accordance with the contractual terms. This role is exciting and broad rangingthe successful candidate will have extensive interaction across the transaction value chain and will be a critical component of the end to end service delivery to the client on a day to day basis ensuring all requirements are met ...

Key Responsibilities Source new clients through open market activities and referrals. Acquire and activate Demat accounts and cross-sell TPP, mutual funds, and SIP. Build and maintain strong customer relationships to ensure repeat business. Achieve monthly and quarterly sales targets. Provide post-sales support and resolve client queries. Stay updated with financial products and market trends. Requirements Bachelors degree in Finance, Business, or a related field. 1–3 years of experience in direct sales, preferably in BFSI. Strong knowledge of financial products like Demat accounts, mutual funds, SIP, and insurance/TPP. Excellent communication, negotiation, and interpersonal skills. Self-mot...

About The Role : Job Title- Corporate Action and Income Analyst DWS, NCT Location- Bangalore, India Role Description The Process Executive will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. Candidate needs to ensure adherence to all cut-off times and quality of processing as maintained in SLAs. Candidate should ensure that all queries/first level escalations related to routine activities are responded to within the time frames pre-specified. Should take responsibility and act as backup for the Peers in their absence and share best practices with the team. Your key responsibilities Candidate is requ...

Role: Branch Manager IFA Channel Location: Mumbai, Surat, Delhi, Ahmedabad, Hyderabad CTC: Up to 12 LPA Experience: 5+ yrs. in IFA/ Sub-Broking/ B2B Partner Business sales with team management Industry: Financial Services/ Broking Education: Graduation/PG Job Description: We are seeking experienced and dynamic Branch Managers for IFA (Independent Financial Advisor) Channel. The ideal candidates will have a strong background in Mutual Funds, Fixed Income, Insurance, and thorough knowledge of primary market products. You will play a critical role in driving business growth, recruiting and managing independent financial distributors, and ensuring exceptional service delivery. Key Responsibiliti...

About The Role : Job TitleFund Accounting / Reporting Analyst LocationMumbai, India Role Description Our Fund administration team is working with some of the top names in the fund industry. Youll be working in one of the teams responsible for managing the end to end processes related to securities and portfolio / fund valuation for client segments like Mutual Fund, Alternative Investment Fund, Portfolio Managers, etc. Our fund administration team uses one of the best platforms available in the fund accounting space which is robust enough and at the same time offers flexibility to parameterize the system as per local needs and regulations. Our team of experts will be there to coach and suppor...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

Location: Noida Company: FINVESTMENTS About the Role The Wealth Manager will be responsible for managing client portfolios, providing investment and insurance advisory, and ensuring clients achieve their financial goals. This role combines investment advisory, financial analysis, client relationship management, and business development . The ideal candidate should have strong analytical abilities, sales acumen, and a client-centric mindset. Key Responsibilities 1. Investment Advisory & Portfolio Management Analyze client goals, risk appetite, and time horizon to recommend mutual funds, insurance products, and other financial instruments. Construct and manage diversified portfolios aligned wi...