15403 Mutual Funds Jobs - Page 36

Role & responsibilities: : 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal AMC RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile : Role is to maximize sales of PMS products by planning and implementing organization strategies/activities to achieve ...

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.

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 Sakshi - 7030023087 Perks and benefits High Salary Package !

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 Definition Research Executive is one who is responsible for Undertaking Research/Generating Ideas, Make Research Report/Debt Proposal for Recommendations for Purchase/Sale of Investments and Continuous Monitoring of the Existing Investments for Companies (Equities/Debt), Mutual Funds, AIF, PMS, other Financial Products . Responsibility Deliverable Undertaking Research for Companies (Equities/Debt), Mutual Funds, AIF, PMS, other Financial Products Generating Ideas/ Make Research Report/ Debt Proposals/ Mutual Funds Debt Quants /AIF/PMS for Recommendations for Purchase/Sale of Investments Continuous Monitoring of the Existing Investments in Personal Books and to advice whether to Purchase...

Lead and mentor a high-performing branch team, drive mutual fund sales, implement client acquisition and retention strategies, ensure SEBI/RBI compliance, monitor branch performance, report insights, and enhance customer satisfaction.

Bajaj Capital Ltd. is currently hiring for Relationship Manager/ Sr. RMs with minimum of 1 Year of experience. -The role focuses on Client Acquisition, HNI Client Handling, Relationship Management, AUM Growth and Portfolio Management. -The product suite includes Mutual Funds , Insurance , Corporate FDs, PMS, AIFs etc. -It's B2C Segment and Direct Channel. -Graduation is mandatory in any field.

Bajaj Capital Ltd. is currently hiring for Relationship Manager/ Sr. RMs with minimum of 1 Year of experience. -The role focuses on Client Acquisition, HNI Client Handling, Relationship Management, AUM Growth and Portfolio Management. -The product suite includes Mutual Funds , Insurance , Corporate FDs, PMS, AIFs etc. -It's B2C Segment and Direct Channel. -Graduation is mandatory in any field.

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...

Bajaj Capital Ltd. is currently hiring for Relationship Manager/ Sr. RMs with minimum of 1 Year of experience. -The role focuses on Client Acquisition, HNI Client Handling, Relationship Management, AUM Growth and Portfolio Management. -The product suite includes Mutual Funds , Insurance , Corporate FDs, PMS, AIFs etc. -It's B2C Segment and Direct Channel. -Graduation is mandatory in any field.

ROLES & RESPONSIBILITIES: - Achieve monthly targets of 75 Demat and 25 Margin accounts (25k average margin), with 2x revenue in the first year and 3x in subsequent years. Conduct a minimum of 3 client meetings and 1 branch visit daily to drive sales and strengthen relationships. Ensure at least 12 First Trades per month through follow-ups and client engagement. Execute all promotions, contests, and marketing campaigns effectively across assigned branches. Conduct 4 training sessions monthly for partners and bank staff to enhance product awareness. Support channel partners on joint client calls and assist in lead conversions. To schedule your interview send your CV through WhatsApp (number me...

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...

Bajaj Capital Ltd. is currently hiring for Relationship Manager/ Sr. RMs with minimum of 1 Year of experience. -The role focuses on Client Acquisition, HNI Client Handling, Relationship Management, AUM Growth and Portfolio Management. -The product suite includes Mutual Funds , Insurance , Corporate FDs, PMS, AIFs etc. -It's B2C Segment and Direct Channel. -Graduation is mandatory in any field.

Candidate should have sound knowledge of managing wealth of HNI Clients. Should have good knowledge of Mutual Fund, Insurance, Bonds, Equity and PMS. Individual Profile. Positions are based at Lucknow. Should be ready to travel Unchahar & Tanda.

Manage an existing client base and pitch /cross-sell wealth products to increase AUM, Manage & sales an assigned portfolio of existing HNI clients pitch wealth products Drive AUM growth through cross-sell and up-sell (MFs, PMS, AIFs, Insurance, etc. Required Candidate profile •Strong network of HNI clients or referral sources •Comfortable with targets, incentives, and performance-based compensation interested share Cv on pinki.singh@tradebulls.in or whatsapp on 9913274989

Role & responsibilities Wealth Manager | B2C Sales | Ahmedabad, Surat, Rajkot Upto 20L Acquiring HNI relationships and managing & retaining Bringing their existing clients Handle and manage clients with a minimum Investment amount of 20 CR Preferred candidate profile Minimum 6 months experience in handling HNI Aquisition.

Designation: Sr. Wealth Manager Job Location:- Nashik /Pune Required :- Only Male candidate Job Summary: We are seeking a highly skilled and experienced passionate Sr. Wealth Manager to join our team. The ideal candidate will have a deep understanding of wealth management, exceptional interpersonal skills, and a proven track record of managing and growing client relationships. This role involves working closely with clients to understand their financial needs, providing tailored investment solutions, and ensuring the highest level of client satisfaction Key Responsibilities: Manage distribution Sales for location and handle top key relationships for product focusing AIF, PMS, Mutual Funds Ma...

Company Description Gurpreet Saluja Financial Services is a professional Financial Products Distributor based in Ludhiana, Punjab, India. We specialize in providing tailored investment services, including Mutual Funds, Portfolio Management Services (PMS), Fixed Deposits, and Bonds. Serving over 1,500 investors across Retail, High Net Worth Individuals (HNI), and Non-Resident Indian (NRI) segments, we strive to deliver expert financial solutions that meet diverse needs. Our operations are conducted from our office located in Ludhiana Stock Exchange, ensuring accessible and professional service for clients. Role Description This is a full-time, on-site role for a Relationship Manager based in ...

Key Responsibilities 1. Business Development Identify, target, and acquire new investors for mutual fund products. Build and maintain relationships with retail, HNI, and corporate clients. Conduct investor meetings, Required Candidate profile Relationship building Sales negotiation Product knowledge (Equity funds, Debt funds, Hybrid funds, SIPs) If you interested, share me your CV at. hrcps9@gmail.com 8370014003

Key Responsibilities Identify, acquire, and onboard new HNI clients for wealth management and capital market products. Understand client financial needs and recommend suitable investment solutions. Build strong relationships with prospective clients through regular meetings, presentations, and follow-ups. Achieve monthly and quarterly acquisition targets while maintaining high service standards. Conduct market research to identify potential leads and industry trends. Collaborate with internal teams (Advisory, Operations, Compliance) to ensure smooth client onboarding and service delivery. Maintain updated records of leads, interactions, and conversions in CRM systems. Represent the organizat...

Role & 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 To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular...

About SBJ Multicom SBJ Multicom is a SEBI-registered financial intermediary with 19+ years of legacy in Indian capital markets. Established in 2006, the firm is a member of NSE, BSE, MCX, NCDEX and a Depository Participant with CDSL , along with repository memberships with CCRL and NERL . We serve retail and professional clients across asset classes, offering transparent, compliant, and technology-driven investment solutions. Position Business Development Executive Client Acquisition (Field Role) Location: Gurgaon (Primary) Employment Type: Full-time CTC: 3.0 – 5.0 LPA (Fixed) + Attractive Performance-Linked Incentives Role Overview This role is ideal for individuals who want to build a long...

Responsibilities: Mutual funds advisory (sales) to HNIs Prospect for new sales leads and close sales Qualifications: 1-7 years work experience with Mutual Funds and PMS Compensation offered: 25,000 - 40,000 in-hand Location - Sector 3 Noida Travel allowance Mobile bill reimbursements Leave encashment Performance bonus Sales incentives Accidental insurance Health insurance

About Us We are a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs. Our offerings span equity, mutual funds, PMS, AIFs, structured products, and other wealth management instruments. We are expanding our team and looking for high-performing Wealth Managers to lead our client acquisition and relationship management efforts. Key Responsibilities - Acquire and manage HNI/UHNI clients with a focus on long-term wealth creation and relationship management. - Develop and maintain an AUM of INR 50 Cr and above. - Provide end-to-end investment advisory services across equity, mutual funds, PMS, AIFs, NCDs, bonds, and structured products. -...

Responsible for carrying out Client services & grievances handling related to pre and post sales queries such as units allotment, updating of NAV’s, change/correction/updating of details of Client in the database. Preparation and Maintenance of MIS Required Candidate profile Fresh Graduate Pased in 2025 Exp in Sales Support & MIS Working knowledge of Microsoft Office (Excel, Word, and Power Point) NISM VA certified