15403 Mutual Funds Jobs - Page 30

Work at a branch to promote and sell life insurance policies to walk-in and existing customers, branch-provided leads, and by generating your own leads. Customer visits in the market or field may be required as part of the sales process. Required Candidate profile Designation: Associate Manager Education: Graduate in any stream Age Limit: 22 to 38 Years Experience : 1 Year Field Sales Exp.

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Cent...

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Cent...

-Process: Inbound And Outbound Voice Process -Fresher/ experience both can apply -HSC pass can apply -Salary: 15,000 To 23,000 + incentives -Shift timing: 9:30am-6:30pm -Good communication required -looking for immediate joiner Required Candidate profile min qualification HSC Job Location: Thane & Navi Mumbai To schedule your interview Call or send your CV through WhatsApp HR Nisarg - 7030023060 Perks and benefits High Incentives and growth opportunities.

Urgent Hiring Motilal oswal - Premium / Mutual funds Sales Versant 5 excellent communication skills Freshers can apply Shift 9.30 to 6.30 / Sunday fixed off Salary: 25,000 to 28,000 in hand (33 CTC) Required Candidate profile Qualification :Graduates mandatory Immediate Joining required Contact for more information (Call /WhatsApp) HR Rajvardhan - 7030023437 Perks and benefits High Salary Package !

As a Mutual Fund Representative at Arch Finance Ltd. (AFL) in Delhi, India, your role will involve managing investments and portfolios, working with mutual funds, providing customer service, and offering finance-related advice to clients. Your contribution will be essential in assisting clients to reach their financial objectives while ensuring adherence to relevant financial regulations. Key Responsibilities: - Manage investments and portfolios effectively - Work with mutual funds to maximize returns for clients - Provide exceptional customer service to clients - Offer finance-related advice to help clients make informed decisions - Ensure compliance with all relevant financial regulations ...

As a financial products and stock market enthusiast, your responsibilities in this on-site role at Netaji Subhash Place, Pitampura, Delhi will include analyzing various financial and investment products, including mutual funds, insurance products, and other financial investment products. You will be deeply understanding mutual funds and evaluating their past performance. Additionally, you will be conducting research on identified shares, profiling client risk, and working on investment and trading strategies. It will be your duty to backtest the returns/results of the strategies, develop hedging strategies, futures, and options strategies, meet clients to raise awareness about financial prod...

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

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 .

Role & responsibilities Handling the day to day branch operations including front desk & back end activities Coordination with RTA for accurate processing & timely payouts while keeping regulations & compliance in place. Overall management of service & coordination amongst the sales and distributor who drive the business. Co-ordination with the internal stake holders for smooth processing of transactions Managing branch admin activities Up sell Mutual fund products to both Retail/ HNI clients Respond to customer queries with customer satisfaction as the prime focus. Preferred candidate profile 1-2 yrs. experience in Mutual fund/ BFSI Should be aware of the mutual fund practices,SEBI regulati...

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. Providing clients with advice that helps them to sort out their problems in investment. Preferred candidate profile Should have experience into b2c sales. Should have experience into mutual fund sales. Should have experience into team handling for TL role.

Responsibilities: * Manage HNIs' portfolios through PMS & broker services * Build strong relationships with clients * Acquire new HNI clients * Generate revenue from MF, equity sales & advisory * Meet sales targets consistently Sales incentives

Role & responsibilities Responsibilities: To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates wit...

Asset Servicing Desired Candidate Profile: • Knowledge of Syndicated Bankloan/ Private Credit / CLO’s • Processing experience of using Geneva as a software tool for Syndicated Bankdebt Module • Reconciliation experience of Cash and Position using DUCO or any other Recon platform • Hands on experience of processing activities manually in Geneva related to Credit Facilities in Geneva • Awareness of Agents Banks, Trustee’s and Custodian role in supporting Private Credit • Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word) with high proficiency in Microsoft Excel • Highly motivated and the ability to effectively work as an individual contributor and possess strong analytical, p...

Job Specifications Role Designation: Cluster Manager-Investment Products Department: Investment Products Function: Sales Company: MOFSL Reporting to: Regional Head Location: Ahmedabad Job Purpose The role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets through self and team contribution. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Manage, build and drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Share...

Role & responsibilities Identify and pursue new business opportunities through networking, cold calling, and market research. Develop and maintain strong relationships with clients and partners. Prepare and deliver presentations to potential clients. Negotiate contracts and close deals to achieve sales targets. Collaborate with internal teams to ensure client satisfaction and smooth onboarding. Monitor market trends and competitor activities to identify growth opportunities. Preferred candidate profile Graduation is mandatory. 2+ Years of experience in Sales or BFSI or Insurance Local candidate hire first. Have good sales and Team Handling experience. Shobhna - 7623836869

Responsible for Demat & Trading account acquisition, cold calling, and achieving sales targets. Must have good communication & convincing skills. Attractive salary, incentives & foreign trips!

About Axis Virtual Centre Axis Virtual Centre engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities...

Job Title Sales Trainer - Capital Markets We are looking for a high-energy professional with strong knowledge of capital markets and a passion for training and capability building. The role involves creating high-quality content on investment and capital markets and delivering impactful training sessions to frontline sales teams. Key responsibilities Design, develop and update training modules on capital markets, investment products, market fundamentals, and sales application of these concepts. Create engaging content such as presentations, playbooks, micro-learning videos, quizzes and case studies. Simplify complex financial concepts for easy understanding of new and experienced sales profe...

Role & responsibilities Sales & Target Achievement : Acquire new clients, meet monthly/quarterly targets, and drive overall revenue. Lead Generation : Use networking, referrals, cold calling, branch walk-ins, and digital outreach. Client Consultation : Explain FD features, interest rates, market trends, and investment strategies. Relationship Management : Nurture existing client relationships for repeat business and cross-selling. Preferred candidate profile Graduation Mandatory Fluency in English Sales skills required Perks & Benefits 5 days working in day shift Attractive incentives monthly and quarterly PF + Mediclaim benefit Contact Person HR Asmita Shoundik- 8291104947 Mail id- asmita.h...

You are a strategic thinker passionate about driving solutions in Sales Support for Global Strategic Relationships. You have found the right team. As a Sales Support Lead within our Global Strategic Relationships (GSR) Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment. You will help drive the growth and strategic engagement with top-tier intermediary clients across APAC. Leverage your expertise in client relationship management, product strategy, and investment solutions to build partnerships, deliver innovative initiatives, and represent key regional priorities.You will be responsible to provide a fully integr...

Energetic, motivated candidates to handle client queries, guide on suitable investment products, assess client needs, create goal-based investment roadmaps, and consistently achieve predefined monthly business targets. Employee state insurance Sales incentives Annual bonus Retention bonus

Job Description : AADM Recruit the team of advisors by your self reference Train and motivate them. Guiding the Team to sell the products on the market. Driving sales through advisors, for the company. Team Management and team handling. Required Candidate profile Required Candidate profile: • Graduation Must • Must have 1 year of experience in BFSI/ Banking / Finance / Insurance / Sales • Good Communication skills Perks and benefits Fixed Salary + Incentives + Allowances

Job Title Junior Executive - Job Title Junior Executive - Global Banking & Finance Operations Department Global Finance / Accounting Location Chennai Role Summary We are a global organization with operations across multiple countries and six subsidiaries. We are looking for a Junior Executive - Global Banking & Finance Operations to support day-to-day banking, payment, and accounting activities across entities. The role involves executing payments, coordinating with internal teams and external banks, supporting statutory and regulatory compliance, and ensuring accurate accounting and reconciliation across geographies. This role is ideal for an early-career finance professional with strong fu...

2 years + experience for Back office operation in Mutual Funds industries Managed mutual fund transactions and client communications