8580 Mutual Funds Jobs - Page 31

Direct selling to the customers via appointments ( Office/ Home visits) To ensure that leads/ appointments allocated by the call center attended and revenue is generated • To ensure Self Sourcing Targets are achieved • To ensure business Reporting Required Candidate profile Good Communication Skills Good Presentation Skills Passionate candidate for work In Qualification Graduation required Age not more than 40years

Mega Drive for Sales Executive/ Sr. Sales Executive/Mutual Fund Sales Locations - Bangalore, Chennai, Hubli ctc - 2.5 to 6.5 lacs Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Required Candidate profile Managing portfolio of clients and mutual fund sales Contact Anitha on 9869504403 or Email on qrn.anitha@gmail.com

Responsible to create structure setup and maintenance. Required to setup specification in application as per the instruction Responsible to provide timely status to customer Responsible to provide query support to customer issues Responsible to respond to customer inquires Responsible to do implementation of group into the system

We're looking for a Product Marketing Specialist with deep financial domain knowledge and strong writing instincts to help shape how India engages with investment products. This role sits at the intersection of marketing, product, and communication. Youll lead messaging across multiple touchpoints, from in-app journeys and CRM campaigns to product education and launches, ensuring that every piece of communication is clear, actionable, and aligned with how our users think about money. Youll be expected to bring both strategic clarity and executional depth, understanding the nuances of complex financial products and turning them into narratives that drive adoption and trust. Key Responsibiliti...

To ensure timely and error free reporting of transactions received at the Investor Service Centre. Manage customer communication effectively in order to have timely resolution Excel in distribution services & investor services with special focus on corporate customers Have close interface with service providers and highlight any discrepancies of gaps noticed on a timely manner Explore and process efficiency suggestions and contribute to achieve customer delight Comply with applicable regulatory requirements on qualifications required for the job profile Contribute to the knowledge management initiative of the customer service team. Contribution to recruitments / contingency / leave planning ...

The role involves supporting the end-to-end claims process, with a focus on accuracy, timeliness, and compliance. The individual will be responsible for registering claims, validating and tabulating hospital bills, maintaining accurate claim records, and ensuring smooth coordination with internal stakeholders. This position requires strong analytical skills, attention to detail, and the ability to work in a fast-paced environment while adhering to turnaround time (TAT) commitments. The role also demands effective communication skills, both written and verbal, and proficiency in MS Office/Google Suite tools for documentation and reporting. What We Expect From You Reviewing claim documents rec...

We are hiring a Senior Sales Manager to lead a team of agents, achieve sales targets, and help customers choose the right life insurance plans. Role & responsibilities Present yourself to clients and provide clear explanations of life insurance products. Assist clients with post-purchase assistance and insurance renewals. Hire and teach salesmen and consultants for insurance. Encourage your group to meet monthly sales goals. Encourage and lead your group to achieve greater results. Give your management an update on your sales performance. Preferred candidate profile Graduate in any field 2+ years of sales experience, preferably in life insurance or finance. Good communication and people skil...

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNIUltra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunitiesfinancial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client sti...

Qualifications/Requirements : - MBA / CA Experience : 2 years - Strong financial modelling skills and maturity to understand critical deal terms. - Experience at an investment bank or equity advisory firm with solid transaction experience across a range of transaction types - Develop valuation for complex transactions across a variety of sectors. - Impeccable research, quantitative and analytical skills, especially in explaining market events. - Demonstrated experience in managing day-to-day aspects of client relationships and transactions with superior attention to detail and quality deliverables. - Experience with networking with VC & PE ecosystem in India & overseas. - Strong communicatio...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNIUltra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunitiesfinancial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client sti...

Urgent Requirement for a leading Investment Bank PositionAnalyst - Investment Banking (Front-End Operations) LocationMumbai/Bangalore Experience1+ Year (post qualification) Timings9 am - 6 pm Monday - Friday Qualifications/Requirements: - Strong financial modelling skills and maturity to understand critical deal terms. - Experience at an investment bank solid transaction experience across a range of transaction types. - Develop valuation for complex transactions. - Impeccable research, quantitative and analytical skills, especially in explaining market events. - Demonstrated experience in managing day-to-day aspects of client relationships and transactions with superior attention to detail a...

The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits They will be required to use their communication skil...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNIUltra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunitiesfinancial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client sti...

Job Title Relationship Manager - Mutual Fund Sales Job Description Objectives of the Role: Responsible for driving Mutual Fund Sales through NDs, KRs and IFAs. Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM Conducting meetings with clients/associates, understanding their needs and provide relevant feedback up the chain. Develop and maintain relationship with clients that will generate future sales and repeat business Build long term core assets through incremental net sales Develop and maintain relationship with clients that will generate future sales and repeat business Refer client feedback and competitor activities and provide q...

Job Title Relationship Manager - Mutual Fund Sales, Patna Job Description Objectives of the Role: Responsible for driving Mutual Fund Sales through Banks, IFAs, Wealth counters and National Distributors Direct Clients Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM Conducting meetings with clients/associates, understanding their needs and provide relevant feedback up the chain. Develop and maintain relationship with clients that will generate future sales and repeat business Build long term core assets through incremental net sales Develop and maintain relationship with clients that will generate future sales and repeat business Ref...

Role & responsibilities -: *New Client Acquisition * Existing Client Relationship *Working closely with Institutional MFDs * Job Responsibilities -: " Client Acquisition & Relationship Management : Identifying and acquiring new institutional clients, such as banks, pension funds, and insurance companies, and nurturing existing relationships to generate recurring business. Sales Strategy & Execution : Creating and implementing sales strategies to meet business growth targets and increase market share. Product Presentation & Education : Conducting presentations, webinars, and meetings to educate clients on the mutual fund offerings and their benefits. Market & Product Knowledge: Maintaining an...

About The Role Job Profile Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers 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 Customers Informs customers of new products or product enhancements to further 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 access to other products Maintains complete relationship record f...

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role This is an Internal document. Management Trainee About The Role Company Name Kotak Mahindra Bank Limited About the organization Established in 1985, Kotak Mahindra Group is one of India's leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group's flagship company, received banking license from the Reserve Bank of India (RBI), becoming the first non-banking finance company in India to convert into a bank - Kotak Mahindra Bank Ltd (KMBL). Kotak Mahindra Group (Group) offers a wide range of financial services that encompass every sphere of life. From commercial banking to stock broking, mutual funds, life and general insurance and ...

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role Job Profile Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers 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 Customers Informs customers of new products or product enhancements to further 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 access to other products Maintains complete relationship record f...

About The Role Role: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers 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 Customers Informs customers of new products or product enhancements to further 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 access to other products Maintains complete relationship record for ass...

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role Job Profile Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers 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 Customers Informs customers of new products or product enhancements to further 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 access to other products Maintains complete relationship record f...