15403 Mutual Funds Jobs - Page 34

Roles and Responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential Bank HNI/NRI Relationships. • Drive...

An ICICI AMC Branch Manager leads branch operations, focusing on growing the mutual fund business by acquiring clients, managing/training a team (Financial Advisors/IFAs), driving sales targets, ensuring regulatory compliance Required Candidate profile Need 5 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

Engaging corporate clients with a view to deepening National Pension System (NPS) penetration among their employees through arranging NPS helpdesks Engaging with business teams of group companies to acquire new corporate clients for NPS business Required Candidate profile Should be Graduate English medium educated 60% or more marks in at least 2 of the 3 – Class 10, Class 12, Graduation. Must have a bike – petrol-diesel will be reimbursed

Knowledge of the execution of mutual funds Knowledge of direct equity (demat transactions market, ledger transfers) PMS/AIF execution Good written/verbal communication skill Knowledge of BSE platform ( its a add on, not mandatory)

Hiring || RM- Mutual Funds Sales - Banca channel ON Role Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. ANUSHA -9003875895 Call / WhatsApp. your resume Share updated resume:- anusha@avaniconsulting.com No charges...

Process:- Inbound And Outbound Voice Process -Fresher/ experience both can apply -HSC pass can apply -Salary: 15,000 To 20,000 + 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 Altaf - 7030022471 Perks and benefits High Incentives and growth opportunities.

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: 25,000 To 28,000 (33K ctc) Required Candidate profile -Fresher/Experience can apply -Only Graduates How To Apply To schedule your interview Call or send your CV through WhatsApp HR Altaf - 7030022471 Perks and benefits High Salary Package with supportive team members

To create focus on Insurance & Investment business and drive the business goals across branches, CBU & BBU Plan and execute agenda for Insurance ( Life & General ) & Investment business Drive Business across the branches , BBU, CBU, and ensure achievement of the segment goals Ensure achieveing Product Per Customer by penetration across all ETB customers, besides NTB acquisition. Responsible to plan and drive campaigns Ensure resource activation / certifications across different cohorts Ensure renewal / persistency of existing relationship and ensure 100% conversion Build motivate and manage the team to drive the overall department agenda Compliance and control Gate keeper of business & proce...

Sell life insurance products to individual customers Generate business through field activities, referrals, and leads Explain policy features, benefits, and terms clearly to customers Achieve monthly sales and revenue targets Required Candidate profile Graduation is mandatory 1–4 years of experience in insurance sales preferred Strong communication and convincing skills

Develop new customers within the assigned territory Conduct product demonstrations and sales meetings Convert inquiries into successful closures Track daily activities and update CRM/ATS records Support retention through regular customer engagement Required Candidate profile Graduate in any discipline 1–4 years of hands-on sales experience Strong persuasion and relationship-building skills

Sell insurance through bank network to meet target Identify customers from bank database Build strong ties with bank staff & manager Train and support bank teams for lead generation & closure Recommend right products & maintain accurate sales record Required Candidate profile Graduation is mandatory 1+ Year of experience in sales in insurance or BFSI Required local candidate Good Communication and interpersonal skills Contact: Ayushi | 8460377032.

Process:- Inbound And Outbound Voice Process -Fresher/ experience both can apply -HSC pass can apply -Salary: Upto 20k + incentives -Shift timing: 9:30am - 6:30pm -Sunday Off -Good communication required -looking for immediate joiner Required Candidate profile min HSC qualification Job Location: Majiwada, Thane To schedule your interview Call or send your CV through WhatsApp HR priya - 7030023108 Perks and benefits High Incentives and growth opportunities.

Looking for a skilled Business Finance Analyst to join our team at KG Invicta Services (KGiS). The ideal candidate will have a strong background in finance and accounting, with excellent analytical and problem-solving skills. As a Business Finance Analyst, you will play a key role in driving business growth and profitability. Roles and Responsibility Analyze financial data and provide insights to support business decisions. Develop and maintain financial models and forecasts to drive business growth. Collaborate with cross-functional teams to identify areas of cost savings and process improvements. Prepare financial reports and presentations for senior management. Identify and mitigate finan...

About Branch Banking: 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...

About Branch Banking: 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...

Job Overview: Nuvama Wealth is seeking an experienced Relationship Manager Wealth to join our team. The ideal candidate will have a strong foundation in wealth management along with a proven ability to build, manage, and grow high-value client relationships. Location: Hyderabad & Kolkata Key Responsibilities: Acquire, manage, and grow a portfolio of HNI/UHNI clients. Leverage an existing client base to drive business growth and revenue generation. Provide comprehensive wealth solutions across PMS, AIF, Mutual Funds, Insurance, Equity/Stock Trading, and other investment products. Drive revenue growth through effective client engagement, cross-selling, and portfolio expansion. Build and mainta...

Drive growth in assigned area with team Achieve sales target Train & motivate team on products and sale Build strong partner & channel relationships Plan & execute sale strategies Monitor performance ensure compliance & coordinate with internal teams Required Candidate profile Graduation is mandatory 1+ Years of experience in sales in any field Required local candidate Willing to do field work Good Communication & interpersonal skill Contact: Ayushi | 8460377032

Expand business in the assigned area with your team Achieve & exceed sales targets Train team on products & sales strategies Build strong partner relationships Execute sales plans Track performance ensures compliance & coordinate with internal teams Required Candidate profile Graduation is mandatory 1+ Years of experience in sales in any field Required local candidate Willing to do field work Good Communication & interpersonal skill Contact: Ayushi | 8460377032

Key Responsibilities: Manage daily treasury operations , including bank reconciliations and monitoring cash flows. Oversee mutual fund investments , ensuring compliance with company policies and optimizing returns. Handle accounting processes in SAP , ensuring accurate financial reporting and timely entries. Ensure IDPMS and ADPMS clearance for export/import transactions as per RBI guidelines. Execute and monitor general banking transactions , including fund transfers, LC/BG issuance, and payments. Liaise with banks and financial institutions for smooth operations and compliance. Prepare and review MIS reports for treasury activities and assist in audits. Skills & Competencies: Strong knowle...

Acquire new clients for Equity, MF, PMS, Insurance & other financial products Manage and service existing HNI / Retail clients Conduct regular client meetings and portfolio reviews Provide investment guidance based on client requirements Required Candidate profile Experience in Stock Broking / Wealth Management / Financial Services Strong communication & relationship-building skills Result-oriented with a passion for sales & client servicing. Perks and benefits Career growth in a wealth management ecosystem

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest different investment schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database b...

Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospectsmatching their investment needs Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share Stay up to date on industry trends and identify new market opportunities Build and maintain relationships with key clients, communicate effectively and demonstratedeep understanding of customer needs and knowledge of mutual fund market and products

Sell products to individuals or agents. Identify potential clients and prospects through research, referrals and networking. Build relationships with clients and partners to generate new business and retain existing clients Sales Targets Required Candidate profile Strong lead generation and prospecting skills Experience in B2B / B2C sales

Roles and Responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential Bank HNI/NRI Relationships. • Drive...

Role Context: This position has dual role, as a Customer Service Manager you will be responsible for the effective management of clients service requirements and as a relationship Manager you will be responsible to Identify client needs and facilitate delivery of solutions to new and existing clients in line with firm’s financial planning framework and with the help of our Product and Investment Team. Roles & Responsibilities: Generating Leads and conversion of leads into business. Acquiring and managing HNI/SME, Affluent clients and individuals. Provide world-class customer service to both internal and external clients in all interactions, striving to exceed client expectations. Process and...