11498 Mutual Funds Jobs - Page 30

Required Skills: Strong communication, negotiation, and interpersonal abilities Knowledge of financial products – especially Home Loan, Mutual Funds, and Insurance Offline marketing and fieldwork experience Working knowledge of CRM and MS Office

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: 18,000 To 24,500+incentive Required Candidate profile -Fresher/Experience can apply -Only Graduates Location: ETPL Thane, West How To Apply ? To schedule your interview Call or send your CV through WhatsApp HR Shubham - 8432231842 Perks and benefits Centralized pickup/drop & incentives

What will you do? Your role is to make investors feel comfortable while addressing their queries and explaining the platform. You will provide clarity on the structure of different assets, handle inbound queries primarily via calls, and share actionable insights with the Product and Marketing teams. You can apply if: 1. Good communication skills 2. Clarity of speech and thought 3. The desire to help customers with their problems 4. You have basic financial knowledge

As a Fund Administrator at HSBC, your main responsibilities will include: - Processing transactions accurately and in a timely manner related to Transfer Agency functions in Bangalore, such as Subscription, Redemption, Switches, and Transfers from investors into and from the fund. - Reporting to interested parties like Fund Accountants, Investors, Distributors, Fund/Asset Management Companies. - Handling Investor Onboarding, Account Set up, and Maintenance. - Performing End of Day Activities. - Updating Corporate Action and Fund Price to the system. - Executing any other activities associated with Transfer Agency functions that may be introduced in the future. Qualifications: - A Commerce Gr...

As a Relationship Manager-Advisory at our company in Ludhiana, your role will involve acquiring new customers and servicing existing relationships to achieve set IR targets. You will be responsible for managing the High Net Worth customer base and achieving the business targets assigned, including cross-selling, enhancing, and upgrading the High Net Worth relationships. Your duties will also include profiling customers and providing solutions to meet their financial needs, ensuring the highest levels of service to the customers, and offering investment advice and financial planning on equity, F&O, Currency, Commodity, Insurance, Mutual Funds, Loans, and Mortgages. Key Responsibilities: - Acq...

Role Overview: As a Bank Officer Business Account (Current Accounts Sales), your main responsibility will be to acquire Business Accounts/Current Accounts through various methods such as cold calling, market references, cross-selling, and promoting third-party products like life & health insurance, mutual funds SIPs. You will be tasked with implementing sales and marketing strategies within the branch to increase the Liabilities business and meet sales targets. Your role will involve developing new relationships and leveraging existing ones within the customer base to achieve Liability acquisition targets. Additionally, you will be responsible for ensuring timely account openings and providi...

Role Overview: As a Fund Accountant at JPMorgan Chase, you will be a key player in overseeing NAV impacting activities and regulatory reports. Your responsibilities will include managing complex processes such as Manual Amortization and Inflation accounting for Complex Bonds, while ensuring GAAP-standard accounting through shadow bookkeeping. Key Responsibilities: - Review daily activities according to SOPs and client deadlines. - Plan audits and allocate resources efficiently during peak cycles. - Resolve team queries and provide guidance to junior members. - Analyze client records and escalate any identified issues. - Identify and correct accounting misstatements to ensure accuracy. - Coll...

Role Overview: Join JP Morgan's Financial Reporting Team, where you will be part of a team that delivers comprehensive services to institutional asset managers. As a Fund Servicing Specialist IV within the Corporate and Investment Bank - Financial and Regulatory Reporting Global Fund Services, you will play a key role in reviewing primary financial statements and ensuring compliance with accounting and regulatory requirements. This position offers you the opportunity to engage in both statutory and regulatory reporting processes. Key Responsibilities: - Review primary financial statements to ensure accuracy and compliance - Analyze client accounting records and identify any potential issues ...

MBA/CA preferred with 5–15 yrs in wealth management Handling UHNI/Family Office clients & 150Cr+ AUM across MF, PMS, AIF, Bonds & PE. Along with strong network; expert in client acquisition, advisory, portfolio management & wealth growth.

Job Description About KPMG in India KPMG entities in India are professional services firm(s). These Indian member firms are affiliated with KPMG International Limited. KPMG was established in India in August 1993. Our professionals leverage the global network of firms, and are conversant with local laws, regulations, markets and competition. KPMG has offices across India in Ahmedabad, Bengaluru, Chandigarh, Chennai, Gurugram, Jaipur, Hyderabad, Jaipur, Kochi, Kolkata, Mumbai, Noida, Pune, Vadodara and Vijayawada. KPMG entities in India offer services to national and international clients in India across sectors. We strive to provide rapid, performance-based, industry-focused and technology-e...

Job Description : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book.

Roles and Responsibility Manage financial services operations, including budgeting and forecasting. Develop and implement financial strategies to drive business growth. Analyze market trends and provide insights to senior management. Lead teams to achieve financial goals and objectives. Ensure compliance with regulatory requirements and industry standards. Collaborate with cross-functional teams to drive business development. Job Requirements Strong knowledge of financial services operations and regulations. Excellent analytical and problem-solving skills. Ability to lead teams and drive results-oriented performance. Effective communication and interpersonal skills. Strong understanding of f...

Roles and Responsibility Manage and oversee the financial services team to achieve business objectives. Develop and implement strategies to drive growth and expansion in the financial services sector. Build and maintain relationships with key stakeholders, including clients and partners. Analyze market trends and competitor activity to identify opportunities and threats. Lead and motivate the team to deliver high-quality results and exceptional customer service. Collaborate with cross-functional teams to drive business development and improvement initiatives. Job Requirements Proven experience in financial services, preferably in a management role. Strong knowledge of financial markets, regu...

Company Description We are India's first coveted wealthtech multi issuer platform. A Solution to all your business needs that will transform your effort and determination into a roaring success in areas of wealth creation, client happiness and business growth. Role Description Engage with clients (through partners) to understand their financial goals , investment timelines, and constraints. Conduct risk profiling and assess client suitability for various investment options. Advise and recommend investment strategies across Mutual Funds, PMS, AIF, Insurance, Bonds, Structured Products, and other wealth instruments. Stay updated on market trends , regulatory developments, and product innovatio...

Job Description Ensure effective and smooth relationship with assigned banks in the region for growth in business. Responsible for prospecting, selling & managing RMs / Sales people in Public sector banks in the region, who are also into mutual funds. Influence decision making at senior levels to get mind share from the PSU banks. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products.

Maintain relationships with existing clients Acquire new clients Skills Strong knowledge of stock market, trading, and investment products Experience: 1 to 3 years+ in stock broking / financial sales Salary As per industry standards + Incentives Accessible workspace Travel allowance Sales incentives Annual bonus Performance bonus Referral bonus Mobile bill reimbursements Provident fund Gratuity Job/soft skill training

Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets. Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Ensure that revenue for the total review period meets the target revenue targets basis the vintage and the guidelines and compliances at MFL. Build ...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Coimbatore Week off - Sunday

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. ...

1 Candidate must be graduate. 2-Agr: 21 years to 35 years 3-Experience:- At least 1+ years in sales (Preference given for ,Mutual funds those who have experience in Share, Demat, SIP) 4-Ready for field sales 5-Vehicle and driving license required1. Required Candidate profile NISM is added advantage but not essential All those who are not from stock market field, need to have min 2 years Field Sales experience from any field Interested candidate contact QRN on 9811985863

Job Purpose This position is open with Bajaj Finance ltd. Support Capital Markets vertical by acting as an advisory partner to business heads in identification of business requirements, understanding of business & HR priorities and driving HR initiatives & projects to enhance efficiency of HR at business level. Duties and Responsibilities PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) 1. Planning support to business (AOP) ‚Analyze manpower requirements based on expansion plans, increasing manpower in existing branches and manpower productivity; Work closely with business to develop annual manpower plan; Work as layer between back-end C&B teams and business 2. Partnerin...

Job Purpose This position is open with Bajaj Finance ltd. Achieving & exceeding Business goals and targets for Commercial Vehicle Finance. Managing & grooming of the team to achieve their respective targetsCulture Anchor:Have high ambitions - Inspires the team to aim for higher targets and supports in achieving themOwn It - Acknowledges uncertainty and makes changes in own decisions/ actions for better outcomes Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/...

Job Purpose This position is open with Bajaj Finance ltd. Achieving & exceeding Business goals and targets for Commercial Vehicle Finance. Managing & grooming of the team to achieve their respective targets Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Portfolio management €“ 99% zero bucket collections Maintaining FEMI at 9% across location & span Monthly 5 days location travel Ensure teams adherence to sales governance & compliance processes Adherence...

Job Purpose This position is open with Bajaj Finance ltd. Support Capital Markets vertical by acting as an advisory partner to business heads in identification of business requirements, understanding of business & HR priorities and driving HR initiatives & projects to enhance efficiency of HR at business level. Duties and Responsibilities PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) 1. Planning support to business (AOP) ‚Analyze manpower requirements based on expansion plans, increasing manpower in existing branches and manpower productivity; Work closely with business to develop annual manpower plan; Work as layer between back-end C&B teams and business 2. Partnerin...

Job Purpose This position is open with Bajaj Finance ltd. Achieving & exceeding Business goals and targets for Commercial Vehicle Finance. Managing & grooming of the team to achieve their respective targets Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Portfolio management €“ 99% zero bucket collections Maintaining FEMI at 9% across location & span Monthly 5 days location travel Ensure teams adherence to sales governance & compliance processes Adherence...