15403 Mutual Funds Jobs - Page 3

Motilal Oswal- MUTUAL FUNDS SALES - Mutual Funds Sales Representative - Good Communications Skills - Outbound calling - Shift- 9:30am to 6:30pm - Week Off: Sunday Fixed - Graduation mandatory - Salary: 25,000 To 28,000 (33K ctc) Required Candidate profile -Fresher/Experience can apply -Only Graduates How To Apply To schedule your interview Call or send your CV through WhatsApp HR Shubham - 7030024973 Perks and benefits High Salary Package with supportive team members

Role Overview: You will be responsible for performing on-going maintenance/refresh of existing customer data and set up and maintenance of settlement instructions in various internal applications. Your role will involve daily interaction with global operation teams to ensure timely update of all settlement instructions. You will actively monitor settlement rates to ensure instructions are updated correctly and liaise with other operations teams globally to ensure settlement instructions (SSI) are added correctly and timely to accounts. Additionally, you will source settlement instructions directly from clients in response to reference data refresh requirements, trade exception processing, ca...

As an Investment Executive supporting US investment operations from India, your role will involve a wide range of responsibilities and tasks. You will collaborate closely with the US team to ensure efficient management of client portfolios, execution of investment strategies, and adherence to financial regulations. Your expertise in investment products, portfolio management, client servicing, and financial analysis will be crucial for success in this role. Key Responsibilities: - Assist US-based investment advisors in client portfolio management, investment planning, and execution. - Conduct market research, analyze financial data, and prepare reports on investment performance. - Support cli...

Relationship Manager Company: Choice International | Location: Pan India | Job Type: Full Time About Us Choice Group, established in 1992, is a trusted financial institution dedicated to solving financial challenges and unlocking opportunities for individuals, institutions, and governments. For 31 years, weve helped clients achieve their financial aspirations while creating value for society. What Youll Do • • Present and promote our comprehensive financial products and services Manage the end-to-end onboarding experience for new franchises and business partners • • Ensure a seamless transition into our organization, including welcome materials, inter-department coordination for payout setup...

RM Team Lead Our Client: The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organisation focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards. Title: RM Team Lead Location: Gurgaon Education: Graduate Experience: 6 - 10 Years About the Role: The RM Team Lead will be responsible for managing a team of 46 Relationship Managers, ensuring high standards of advisory quality, productivity, compliance, and client satisfaction. This role combines people leadership with revenue oversight and hands-on client enga...

Back Office Operations Executive Verify KYC Help with Mutual Fund work Make simple reports Handle emails Client coordination Manage meetings Basic excel and office skill Mutual funds, Corporate FD, Bonds, Loans knowledge Ready to learn Dedicated

Tata Asset Management Pvt. Limited Position: Relationship Manager : MFD Segment Position Title: Relationship Manager Retail Department: Sales Channel: Retail (MFD) About Role: The incumbent shall be responsible to manage mapped distributors designated area, and drive sales/activation. Key Responsibilities: Achievement of Gross Sales, Net Sales and SIP targets assigned in allotted geographic territory across Mutual Funds, PMS and AIF. Activate distribution partners and increase productivity in terms of no. of applications and volume. Identify prospective distribution partners (IFAs) and empanel them for selling the products of the AMC, this should also apply to new ARNs entering the market ev...

Senior Relationship Manager | Onsite, Sector 3 Noida. Join Wealth Redefine (600+ Cr AUM). Manage HNI clients, sell mutual funds, meet sales targets, ensure follow-ups, and build long-term client relationships in a fast-paced finance firm India team!

Job Title : B2C Relationship Manager Company : Arham Share Pvt Ltd. Locations : Delhi| Ahmedabad | Rajkot | Mumbai |Kanpur Job Type : Full-time Salary : As per industry standards About Us : Arham Share Pvt Ltd is a one-stop solution for all financial needs, curated to meet diverse investment goals. With over 15 years of experience in the financial industry, we specialize in equity trading, commodity trading, and portfolio rebalancing. We cater to HNI, UHNI, NRI, and institutional clients, offering a professional and technology- driven platform for reliable and efficient financial services. Our vision is to combine technology with finance, ensuring our clients experience intelligent, seamless...

Financial Advisor Job Name: Financial Advisor Job Location:Udaipur (Rajasthan)Industry:Banking, FinanceJob Type:PartTime Skills:Strong communication Education:Any Graduate About The Role :: Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. Answering client questions about financial plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Reviewing client accounts and plans on a regular basis to understand if life or econ...

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....

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3. Experience...

1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster.

1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business ...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company.

Position - Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking 1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers,...

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing...

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5)...

1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 3) Need to improve and maintain the client activity ratio by activating clients across the segments. 4) Ability to co-ordinate with different teams. 5) Need to have a channel management skill. 6) Should be Team Leader, who is able to hire and train new Relationship Managers 7) Strong analytical skills to in...

1) Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 10) Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligen...

1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with HNI UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice. 3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI/ UHNI clients (Affluent & Super Affluent). 4) Maintaining client relationships and generate AUM from preferred clients. 5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 6) Helping ...