15403 Mutual Funds Jobs - Page 32

Client : AXIS Bank for the post of Burgundy / Affluent relationship manager Location - Raipur (Chhattisgarh) Experience : 5- 12 Years KRA : About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurt...

Appoint, manage, and motivate channel partners Drive sales through distributors and retailers Achieve monthly and quarterly sales targets Conduct regular field visits and partner meetings Required Candidate profile Graduate in any discipline 1–4 years of hands-on sales experience Strong persuasion and relationship-building skills Shashi -8460886875 Perks and benefits Fixed sallary + Incentive and other Banefits

Job Role - The key areas of responsibilities are as follows 1. Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products of AMC across MF / PMS / AIF. 2. Introduce MF / PMS / AIF solutions from AMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. 3. New client acquisition through referrals from existing clients 4. Deepen the relationship and increase the share of wallet for AMC. 5. Network with clients to identify avenues for new business opportunities. 6. Maintain highest level of service and delivery to all clients. 7. Maximise client experien...

Responsibilities: * Manage relationships through effective communication, conflict resolution & negotiation * Collaborate with sales team on mutual fund opportunities

PHONE BANKING OFFICER - INBOUND VOICE PROCESS CUSTOMER SERVICE Manage customer queries via phone banking & outbound calls Provide exceptional service through inbound voice processing Handle incoming calls with expertise Resolve issues promptly as CSR Required Candidate profile We need candidates with excellent English communication skills Both Graduates and PG can apply Age Limit - 32yrs Rotational shifts and rotational week offs with 5 days working call 8080126356 Ekta Perks and benefits Medical Allowance + Performance based Incentives

Role Overview The Relationship Manager will be responsible for acquiring and managing clients for share trading and investment services. The role involves sales, client engagement, account activation, and ongoing relationship management for equity and commodity trading. This position is suitable for fresh graduates who are interested in building a career in the financial services industry. Key Responsibilities Acquire new clients for equity and commodity trading services Open and activate Demat and trading accounts Promote equity, derivatives, and commodities trading products Build and maintain long-term relationships with clients Reactivate dormant or inactive trading accounts Achieve assig...

Role Overview The Relationship Manager will be responsible for acquiring and managing clients for share trading and investment services. The role involves sales, client engagement, account activation, and ongoing relationship management for equity and commodity trading. This position is suitable for fresh graduates who are interested in building a career in the financial services industry. Key Responsibilities Acquire new clients for equity and commodity trading services Open and activate Demat and trading accounts Promote equity, derivatives, and commodities trading products Build and maintain long-term relationships with clients Reactivate dormant or inactive trading accounts Achieve assig...

Products/ Services : Lockers, Deposits, Mutual Funds, Insurance Represent SFSL, its values and vision to all prospective customers and present our services Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis. Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis. Maintain customer relations & ensure post sale needs of customers are met. ...

CUSTOMER DEVELOPMENT Job Description Position : Customer Development Organization Name : Sakthifinance Financial Services Limited - SFSL Industry : Banking and Financial Services Products/ Services : Lockers, Deposits, Mutual Funds & iNSURANCE Represent SFSL, its values and vision to all prospective customers and present our services Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solu...

Wealth Management - requiring 6+ months exp in equity research or investment operations with exposure to equities, ETFs, mutual funds, and crypto. Strong skills in capital markets, portfolio analysis, financial statements, and market research. Office cab/shuttle Health insurance Provident fund

Company Description WC Securities Pvt. Ltd. is a well-established financial services firm with 22 years of expertise in financial planning, investment advisory, and share trading activities. Currently managing over Rs. 1,500 crores of clients assets, our team of certified professionals, led by CA CFP Mukesh Gupta, is dedicated to providing client-centric solutions tailored to unique financial goals and needs. We specialize in retirement planning, investment strategies, estate planning, and tax advisory services, ensuring that our clients achieve financial stability and long-term success. Our product offerings include mutual funds, SIP investments, insurance advisory, and fixed-income product...

Some Careers Shine Brighter Than Others. If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team i...

Some Careers Have More Impact Than Others. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team in the role of Trade and Position Management Processor In This Role, You Will Engage and contribute positively towards Change management and sustainable savings in r...

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Senior Associate - Independence - Risk Management Services This role requires the candidate to execute globally defined processes built in accordance with the EY Global (EYG) Independence policies aimed towards safeguarding EY as an Independent auditor. These processes are designed to safeguard EY's independence by performing testing procedures on EY professionals to ensure adherence to the firm's personal independence policies. The candidate will be responsible f...

RBL Premier Banker Program become a Relationship Manager with RBL Bank. Why Choose RBL Premier Banker Program? At RBL Bank, we believe in transforming careers by nurturing talent and fostering a culture of excellence. This program empowers individuals to become future leaders while ensuring 360 client engagement and total client ownership. Role Overview: Relationship Managers will be responsible for generating revenue by sourcing new-to-bank relationships and cross-selling wealth and business banking products to individuals and business owners. Program Highlights: Work with Indias Leading Private Sector Bank Join as: Relationship Manager at RBL Bank Stipend: 40,000 per month during training ...

Role & responsibilities o Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Share CV at 9149271539 References are highly Appreciated!! Interviews on Monday

Role & responsibilities It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products. Preferred candidate profile Candidate should have 1 Year in banking and broking industries and managing bank AUM of Privilege Clients .

Assist field teams with customer meets & local activities. Maintain daily activity logs & sales MIS. Support advisors in presentations & documentation. Ensure smooth coordination with backend teams. Drive branch-level business operations. 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

Acquire new customers through field efforts Promote suitable insurance solutions Ensure quality documentation & compliance Maintain customer interaction records Achieve acquisition 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

Colliers is looking for Manager / Director | Office Leasing | Gurugram to join our team Roles and Responsibility Manage and oversee the office leasing process from start to finish. Develop and implement effective leasing strategies to achieve business goals. Build and maintain strong relationships with clients and stakeholders. Conduct market research and analyze trends to stay ahead of the competition. Collaborate with cross-functional teams to drive business growth. Provide exceptional customer service and ensure client satisfaction. Job Requirements Proven experience in office leasing or a related field. Strong understanding of the commercial real estate industry. Excellent communication ...

Barclays is looking for Head of DPM, Equities India to join our team Roles and Responsibility Develop and implement strategies to drive business growth and expansion. Lead and manage a team of professionals to achieve business objectives. Build and maintain relationships with clients and stakeholders. Analyze market trends and make informed decisions to optimize business performance. Collaborate with cross-functional teams to identify new business opportunities. Provide guidance and support to junior team members to enhance their skills and knowledge. Job Requirements Strong understanding of equity markets and trading principles. Excellent leadership and management skills. Ability to analyze...

Barclays is looking for PMS Dealer to join our team Roles and Responsibility Manage and execute trades efficiently. Develop and maintain client relationships to understand their investment goals. Provide expert advice on portfolio management services. Analyze market trends and make informed decisions. Collaborate with internal teams to achieve business objectives. Ensure compliance with regulatory requirements. Job Requirements Strong knowledge of portfolio management services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with clients to understand their inves...

Generate leads through door-to-door activity Conduct locality surveys and outreach Capture and qualify prospect data Share leads with sales team Meet daily lead 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

, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard The four LEAD behaviours are L Listen and be authentic, E Energise and inspire, A Align across the enterprise, D Develop others OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes C...

Promote products in local markets Conduct small awareness sessions and activities Capture prospect details and generate leads Coordinate meetings with executives Meet lead generation 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