15429 Mutual Funds Jobs - Page 36

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...

Responsibilities: * Generate revenue through cross-selling and demat services * Manage client relationships for sales growth * Meet monthly targets in equity trading and mutual fund products * Brokerage generation Sales incentives Annual bonus Provident fund

Job description 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 e...

IZee Manpower Consultancy Is Hiring Team Leader and Process Trainer from Asset Management Background Location: Gurgaon Experience: 3-6 Years Industry: Wealth Management / Financial Services Shift: Day / Rotational Joining : Immediate Joiner Job Description: We are hiring a Client Services Manager to manage end-to-end client servicing operations within the wealth management domain. The role involves ensuring service excellence, SLA adherence, and smooth coordination with internal stakeholders. Key Responsibilities: Manage client servicing operations for wealth management products Handle client escalations and service issues Coordinate with Operations, Compliance, and Relationship Management t...

Achieve monthly & quarterly sales targets Lead & guide the sales team to improve performance Generate new business opportunities Conduct field visits, meetings, and follow-ups Analyze market trends and provide feedback to management Required Candidate profile Mini 1–2 years of experience in any sales field Strong communication & leadership skills Target-oriented Graduation preferred Local candidates preferred For more details: Priyansi – 8160174117

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 Rutuja:-9822687351 Perks and benefits High Salary Package with supportive team members

Roles & Responsibilities: Identify, acquire, and maintain relationships with HNI, SME, and affluent clients. Engage with both existing and new clients to convert and retain them. Ensure high-quality service and post-sales support to strengthen customer relationships. Understand client needs and recommend suitable investment, insurance, and financial products. Stay informed about various asset classes to suggest well-structured investment portfolios in collaboration with Investment and Product teams. Maintain client data, track discussions, analyze insights, and generate reports using available tech tools. Manage relationships with internal and external partners effectively. Ensure adherence ...

Role & responsibilities Responsible for acquiring preferred clients (Affluent & Super Affluent). Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio. Deepening the wallet from existing clients. Track the Affluent & Super Affluent Client segment in the market for new client acquisition. Research, investigate and update themselves on available investment opportunities/financial market trends. Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients. Conduct and assis...

-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.

Relevant MF Retail Sales experience of 8 -10 years. Current good Networking with IFAS of the area Self-managed, highly driven by relationship management and revenue generation Good influencing skills Required Candidate profile Excellent understanding of company products, company processes, regulatory requirements and business risk. Deep industry and Product knowledge.

Job Purpose One Web is one of the three large pieces of the companys omnipresence strategy and the most important. It is an integrated platform offering a portfolio of products covering payments, cards, wallets, loans, deposits, mutual funds, and loans on lifestyle products ranging from consumer durables to home furnishing. One Web platform will integrate our home-grown ecommerce store, insurance marketplace, investment marketplace, payments engine including BBPS and offer a consumer-tech experience to our customers. It will be a dynamic digital platform which will be hyper-personalized for each customer and provide the right nudges across multiple channels to start, resume or finish the jou...

What you will Do? Develop and maintain strong relations with all the channel partners Build and implement strategies to achieve revenue and market share targets in the given geography Maximize resource productivity across segments Drive and execute training and development on products and regulations as well as soft skills for the employees and channel partners in order to enable them become more effective on the ground Conduct regular invertor-level meets (one-on-one or at group level) Ensure strong ground/branch level connectivity of the team by way of regular interaction and meets with employees in the geography Regularly communicate about products, markets and sales tools to all channel ...

Zonal Lead VRM (North & South) | Retail Sales Location: Delhi / Bangalore Drive sales across products by engaging distributors in the VRM channel Recommend channel-specific strategies to the National Head to meet business goals Roll out sales strategies and track market share, gross sales, AUM, and channel targets Expand distributor base; activate inactive IFAs and dormant MFD relationships Segment distributors and deploy customized engagement strategies Collaborate with BD team to share market feedback and execute action plans Ensure compliance with statutory regulations, AMFI certifications, and sales portal updates Provide continuous guidance, feedback, and capability development for team...

Role & responsibilities Upsell Mutual Fund products to Retail and HNI clients from the assigned database Generate new leads through client references Achieve assigned sales, AUM, and revenue targets Profile customers and recommend suitable investment solutions Provide investment planning and advisory services Act as a single point of contact for assigned clients Ensure high levels of customer service and relationship management Acquire, service, and retain HNI/UHNI clients Preferred candidate profile Experience in handling Retail/HNI clients Strong knowledge of Mutual Funds NISM Certification preferred Good communication and relationship management skills Target-driven and customer-focused a...

Role & responsibilities Upsell Mutual Fund products to Retail and HNI clients from the assigned database Generate new leads through client references Achieve assigned sales, AUM, and revenue targets Profile customers and recommend suitable investment solutions Provide investment planning and advisory services Act as a single point of contact for assigned clients Ensure high levels of customer service and relationship management Acquire, service, and retain HNI/UHNI clients Preferred candidate profile Experience in handling Retail/HNI clients Strong knowledge of Mutual Funds NISM Certification preferred Good communication and relationship management skills Target-driven and customer-focused a...

Bajaj Capital Ltd is currently hiring for / . across the entire Bangalore with minimum of 2 of experience in Direct Sales -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field. To apply, share your updated CV at varadarajan.dittakavi@bajajcapital.com

Description: Employment Type: Full Time, Permanent Job Description: Relationship Manager Retail Sales Position Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets. Principal Accountabilities: Generating Business Contribute to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deep markets for the organization. Achieve defined sales targets through a consistent sales effort by establishing annual, quarterly, monthly, or weekly sales plans and prioritize and schedule o...

Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9137797705 Isha email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance

Work on company-provided leads Contact and visit assigned leads to close sales Promote and sell bank products to customers Achieve daily and monthly sales targets Maintain customer follow-ups and relationships Required Candidate profile Graduation in any discipline Min 1 year exp in sales in Banking/Credit card/BFSI/Loan/Insurance preferred Good communication and negotiation skills Kevisha : 88490 20556

About The Role Skill required: Trade Processing- Asset Servicing - Trade Finance Designation: Capital Markets Operations New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes...

About The Role Skill required: Trade Processing- Asset Servicing - Trade Finance Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes exe...

Custody Operations Specialist WHO ARE WE LOOKING FOR We are looking for a Custody Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client's platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors. WHAT WILL YOU BE DOING Review and record cash and in-kind asset transfers in the trust accounting system Work with sub-custodians to settle trades from the point of booking, through settlement for mutual funds, stable value funds, and ETFs Perform reconciliations of invested assets and ca...

About The Role Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : SAP BRIM Subscription Order Management SOM Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your typical day will involve collaborating with various teams to ensure that application requirements are met, overseeing the development process, and providing guidance to team members. You w...

JOB DESCRIPTION: Responsibilities: Hands on experience with asset servicing, processing principal activities like Drawdown, Paydown, Interest in Geneva Reconcile cash and positions across all funds on daily basis using DUCO platform Reviewing upcoming activities exceptions from Geneva WSO accelerator, contract modifications as per the agent notices. Work across multiple groups to troubleshoot technical and accounting problems Ensure all the activities are processed and updated in Geneva. Reach out to Agents / Trustee / Internal team for resolving exceptions on daily basis. Escalation of unresolved cash and position breaks to Manager and onshore team Create SOP and participate in training pro...

> Job Location: Bangalore Time: 2:00 PM-11:30 PM WFO Only JOB DESCRIPTION: Responsibilities: Hands on experience with asset servicing, processing principal activities like Drawdown, Paydown, Interest in Geneva Reconcile cash and positions across all funds on daily basis using DUCO platform Reviewing upcoming activities exceptions from Geneva WSO accelerator, contract modifications as per the agent notices. Work across multiple groups to troubleshoot technical and accounting problems Ensure all the activities are processed and updated in Geneva. Reach out to Agents / Trustee / Internal team for resolving exceptions on daily basis. Escalation of unresolved cash and position breaks to Manager a...