15429 Mutual Funds Jobs - Page 30

Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance

Looking a results-driven Automation Tester with deep expertise in the Mutual Fund domain. You will be instrumental in ensuring our Mutual Fund platforms deliver flawless performance, regulatory compliance, and an exceptional customer experience Required Candidate profile automation frameworks (Selenium, Cypress or similar) and scripting languages (Python, Java, or C#). SQL skills for data validation & hands-on experience with API testing tools (Postman, REST Assured)

We're Hiring: Wealth/Relationship Manager - Direct Channel Locations: Bangalore Key Responsibilities: Build and maintain strong relationships with existing clients. Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 1 to 6 years of experience in Multiple Banking product sales. Strong knowledge of life insurance products across various insurers. Self-motivated and capable of working independently to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking background Salary can be negotiable

Designation- Sr Manager/ Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional market...

We are seeking an experienced Trader with strong knowledge of hedging and risk management. The candidate should have strong exposure to family portfolio management , equity and mutual fund investments , debt markets , and derivatives-based hedging strategies , including rollover and currency hedging. The role requires strong analytical skills, margin optimization expertise, proficiency in using modern trading tools and platforms, managing client portfolios, implementing hedging strategies to mitigate market risks. Key Responsibilities Manage and monitor family and proprietary portfolios across equities, mutual funds, debt instruments, and derivatives. Execute trades in cash, futures, options...

The Relationship Manager will be tasked with formulating and implementing sales strategies to propel revenue growth via agency collaborations. This role entails cultivating robust relationships with agencies, discerning novel business prospects, and synergizing with internal teams to attain sales objectives. Role & responsibilities Manage and follow up on leads provided by the company. Actively generate new leads from walk-in customers to expand business opportunities. Cultivate and maintain positive relationships with existing customers and managers. Schedule and conduct meetings with clients to discuss their needs and provide solutions. Introduce new products to customers, highlighting the...

Location: Bangalore / Chennai Experience Required: 15+ Years in Wealth Management CTC: 30 LPA 70 LPA (Negotiable based on current CTC and interview) Employment Type: Full-Time, Permanent Note: We request applications only from candidates with 15+ years of experience in Private Banking, managing an individual AUM of 100 Cr or more, and a strong personal client base. Kindly do not apply if your background is in Retail Banking & if you do not manage your own 100 Cr portfolio. We are looking for a senior Relationship Manager to drive growth in our Private Wealth business. This is a high-impact role for professionals who actively manage UHNI relationships and have a proven track record of buildin...

Conduct daily field visits Acquire new customers and explain product benefits Generate leads and close deals Maintain customer database Submit daily activity reports Required Candidate profile Graduate 1+ years of experience in field sales Knowledge of local market Strong negotiation ability

Interact with customers, provide product information Meet sales targets and goals Generate leads and reach out to customers Follow up with customers post-sales Maintain accurate sales records Collaborate with team members Mo-9979199489 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 23 to 45 years (Fresher's don't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job

Generate leads through fieldwork, cold calling & referrals Understand customer needs & recommend suitable plans Maintain strong relationships with clients Ensure proper documentation & policy processing Submit sales reports to the manager Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Need to handle the walk-in customers in Branch Convert leads provide by branch into Sales Maintain good & Healthy relations with new & Existing Customers Implement new Sale Ideas. Cross Selling of Insurance Products Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Coordinate field activity within assigned territory Support executives and sales staff Track daily visits and closures Ensure process adherence Support territory business targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Work on given Leads. Team Handling. Guiding the team to sale the given product. Generate business through the team. Motivate team to achieve the target. Provide training and guidance to them. Develop sales strategies. Monitor team performance. Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Develop executives capability through training and coaching Conduct joint field visits with executives Monitor executives sales performance Support executives in meeting targets Improve executives productivity 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

Manage the team ensuring business targets are met. Manage the recruitment of Sales Persons. Develop & Implement sales strategies to achieve revenue goals. Provide training to sales team. Provide regular performance report to senior management Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Visit assigned locations to meet potential customers Explain Policy plans and benefits clearly Generate leads through referrals and cold visits Maintain follow-ups and close sales Achieve sales 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

Support channel in business generation Assist advisors in lead follow-ups and closures Track advisor activity and productivity Coordinate with branch for policy issuance Meet assigned business goals 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

• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing • Handle the walk-in customer through tie-up Banks. Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : 1 year Sales experience • Age: Between 21 to 40 years Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

• Building a strong relationship with the sales team of channel partners • Handle walk in customers • Bank responsible for meeting sales through Bank • Regularly follow up with client • Generating leads from Relationship Managers and Personal Bankers Required Candidate profile • Qualification : Graduate • Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector • Age criteria : 21 to 40 Years • Good Communications Skills • Fresher's Can't Apply

Generate business through bank branch referrals & generat new leads Build and manage relationships with staff Achieve monthly and quarterly sales targets Support bank employees in insurance sales closures Maintain long-term relationships with client Required Candidate profile Graduate in any field 1–5 years of experience in BFSI, Insurance, Bancassurance sales Good communication and relationship-building skills Target-driven and customer-focused kevisha - 88490 20556

Approach customers for banking products Explain offers and services Generate new leads Complete basic customer documents Required Candidate profile Any graduate Fresher welcome Good communication Field work role 9904750213 -Nisha

Sell basic banking products Talk to customers and explain offers Generate leads and close sales Complete simple documentation Required Candidate profile Graduate (Any stream) Fresher can apply Good communication skills Ready for field work Contact HR: Nisha – +91 99047 50213 Perks and benefits Training provided Incentives on performance

Lead, manage, and motivate the sales team to achieve monthly and annual targets Develop and execute effective sales strategies to drive business growth Recruit, train, and onboard new sales team members Required Candidate profile Graduation mandatory Minimum 2–5 years of experience in sales Strong team handling and leadership skills Nisha -9904750213

• Recruit advisers • Generate business through advisers • Lead and manage a team of advisers • Motivate them to achieve sales targets • Provide training and guidance Required Candidate profile Experience : Minimum need 1 Year exp. from sales and marketing ( Filed sales ) Graduation is mandatory Good Communication skills Candidate Must be Local Age :- 23 to 38 Years Perks and benefits PF Life insurance Group insurance

Kotak Securities is looking for a Sales Executive to drive sales of Demat accounts, mutual funds, and other investment products. The role requires engaging with potential customers, explaining financial products, and achieving sales targets. Required Candidate profile Education: Graduate in any discipline (Finance/Marketing preferred). Experience: 1-3 years in sales of financial products, preferably in stockbroking, Demat Account opening,banking, or mutual funds. Perks and benefits Career growth opportunities in financial sales