11602 Mutual Funds Jobs - Page 37

Position: Sales Team Lead Manager Location: Hyderabad(Kompally/Nizampet/ Himayathnagar/ Punjagutta / Dilsukhnagar), Vijayawada, Visakhapatnam About the Role: We are looking for a motivated and results-driven Sales Team Lead Manager to oversee our sales team and ensure business targets are achieved. The ideal candidate will have strong leadership skills, a strategic mindset, and a proven record of driving performance through effective team management and sales execution. Key Responsibilities: Lead, train, and motivate a team of sales executives to achieve monthly and quarterly sales targets. Monitor team performance and provide regular coaching, feedback, and performance reviews. Develop and ...

We are looking for a highly motivated and detail-oriented individual with 1-3 years of experience to join our team as a Contract Associate in the Global Capability Center. The ideal candidate will have a strong background in finance and accounting, with excellent analytical and problem-solving skills. Roles and Responsibility Manage and maintain accurate financial records and reports. Assist in preparing and reviewing financial statements and budgets. Develop and implement effective financial models and forecasts. Collaborate with cross-functional teams to achieve business objectives. Analyze financial data to identify trends and areas for improvement. Provide support in developing and imple...

Role Overview: At FYERS, our mission is "to Empower New-age Traders & Investors with the best-in-class technology and platform." We are a bootstrapped company led by our founders who are extremely passionate about creating best-in-class value to our diverse customers, employees, and communities. If you are passionate, creative, and would like to grow with us on this journey, then please apply with your latest profile, which will help us review fitment and connect. Key Responsibilities: - Partner Acquisition and Activation: - Conduct outreach activities to build a database of qualified leads. - Engage with potential leads and onboard them as partners. - Drive partner activation to generate bu...

Ensure effective and smooth relationship with corporate / Banks / distributors and agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling & managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market & industry analysis. Generating & increasing sales. Developing agents & distribution network. Selection & motivation of agents/distributors. Relationship management

Key Responsibilities: Build and maintain strong relationships with IFAs Educate and guide IFAs about our products and services Help IFAs grow their business by providing timely support and solutions Monitor IFA sales performance and help them meet targets Address queries and resolve issues faced by IFAs promptly Share market updates and product knowledge regularly with IFAs Coordinate with internal teams to ensure smooth operations Requirements: Experience in financial services, especially with IFAs or wealth management Good understanding of financial products like mutual funds, insurance, or investments Excellent communication and interpersonal skills Ability to work independently and meet ...

Job Description: As a QA Lead Investments at our company, you will play a crucial role in ensuring the quality of our investment platform and related financial applications. Your responsibilities will include leading QA planning, design, and execution for investment-related systems, understanding business and technical requirements, developing and maintaining test plans, test cases, and test scripts, overseeing testing processes, managing and mentoring a team of QA engineers, collaborating with development and business teams, implementing automated testing strategies, ensuring compliance with industry regulations, tracking and reporting on test progress, and contributing to continuous improv...

Job Description You will be responsible for ensuring effective and smooth relationships with assigned banks in the region to drive business growth. Your role will involve prospecting, selling, and managing Relationship Managers (RMs) and salespeople in banks that also deal with mutual funds. You will need to influence decision-making at senior levels to gain mind share from the banks. Additionally, you will be tasked with developing business through consultative engagement with Branch Managers, Senior RMs, Regional Heads, etc. This will include mapping opportunities for primary selling, relationship management, and cross-selling a range of mutual fund (investment) products. Key Responsibilit...

One of our client which is into Financial Services is looking for : Back Office Executive Profile : PMS operations Mutual Fund operations Should have Knowledge about PMS & Mutual Fund. Required Candidate profile Should be converse fluently and correspond well in English Should be comfortable working on the computer Interested candidates whatsapp your CV on : 8422074660

Our client which is Mutual Fund Broking is looking for: Client Service Manager (Mutual Funds & Portfolio Management Services) Profile: Assist Relationship Managers to service the HNI clients for administration work, queries and for investment plans Required Candidate profile Good at multitasking. Coordination between Clients, Relationship Managers & back Office Deliver high quality customer service to internal and external customers Whatsapp your CV on 8422074660

Role & responsibilities • Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. • Ensure all clients are met on a regular basis. • Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities . Preferred candidate profile • To acquire new clients and...

Job Description: We are seeking experienced and motivated professionals to join our Wealth Management team as Relationship Managers . The ideal candidate should have a strong understanding of Mutual Funds, PMS, and AIF products, along with proven experience in client relationship management and investment advisory. This role demands excellent communication skills, a client-centric mindset, and a deep interest in financial planning and portfolio management. Key Responsibilities Build and nurture long-term relationships with clients, understanding their financial goals, risk appetite, and investment needs. Recommend appropriate investment products including Mutual Funds, PMS, and AIF in line w...

Identify & visit potential customers in your location Generate leads, present products/services, and close sales Maintain good relationships with existing clients Achieve monthly/quarterly sales targets Provide sales reports to the manager Required Candidate profile 1–3 years of experience in field sales Must have a two-wheeler and valid driving license Must be local Good communication, negotiation, and interpersonal skills Self-motivated and target-oriented

•Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. •Individually handling clients with the book size of 25 lacs & above. * Cross selling of other products like Mutual fund, PMS, Insurance. * Handling Queries & complains Required Candidate profile .* Acquiring new clients & retaining the old clients by periodic meetings • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or whatsapp-7338112258

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or whatsapp-7338112258

Job Title: Sales Executive Mutual Fund Department: Sales / Investment Advisory Location: [Insert Location] Experience: 1–4 years (Freshers with strong interest in mutual funds may also apply) Employment Type: Full-time Roles and Responsibilities: Promote and sell mutual fund products to retail and corporate clients. Develop and maintain relationships with existing investors and acquire new clients. Explain mutual fund schemes, NAV performance, SIP/STP/SWP options, and other investment products. Achieve monthly and quarterly sales targets for mutual fund investments. Generate leads through cold calling, references, and client meetings. Provide post-sales services and ensure high customer sati...

Dear Candidates, We have a vacancy with our esteemed client in AMC, Location - Thane. Ram Maruti Road Role & responsibilities To generate business from the mapped customer base and building relationship with existing customers. Risk Profiling of investors & then build financial plan accordingly Increase the AUM book by 25% in a year. Acquisition of new investors through referrals and lead generation campaigns Servicing and cross selling of various funds. Retention of money through fund house views and knowledge update on market. Segmenting the investors based on their age, geography etc and recommending the products based on their risk appetite. Achieving Productivity targets on a monthly an...

ENGAGEMENT OF SPECIALIST CADRE OFFICERS ON CONTRACT BASIS (ADVERTISEMENT NO: CRPD/SCO/2025-26/15) ONLINE REGISTRATION OF APPLICATION & PAYMENT OF FEES: FROM 27.10.2025 TO 17.11.2025 State Bank of India invites online applications from eligible Indian citizens for appointment to the Specialist Cadre Officers Posts on Contract Basis. Candidates are requested to apply online through the link given on Banks official website https://sbi.bank.in/web/careers/current-openings 1. The process of Registration is complete only when fee is deposited with the Bank through online mode on or before the last date for payment of fee / last date of online registrations. 2. Before applying, candidates are reque...

Key Responsibilities & Accountabilities : Will be responsible for primarily selling Equity based investment products Responsible for identifying customer needs, assessing their risk appetite and providing them investment options Responsible for achieving targets as assigned by the organization on a monthly basis Provide regular updates to the immediate superior as an when required Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good communicati...

We are looking for a dynamic and experienced investment advisory with a proven track record. As a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice. Key Responsibilities: Client Relationship Management: Build and maintain strong, trust-based relationships w...

ENGAGEMENT OF SPECIALIST CADRE OFFICERS ON CONTRACT BASIS (ADVERTISEMENT NO: CRPD/SCO/2025-26/15) ONLINE REGISTRATION OF APPLICATION & PAYMENT OF FEES: FROM 27.10.2025 TO 17.11.2025 State Bank of India invites online applications from eligible Indian citizens for appointment to the Specialist Cadre Officers Posts on Contract Basis. Candidates are requested to apply online through the link given on Banks official website https://sbi.bank.in/web/careers/current-openings 1. The process of Registration is complete only when fee is deposited with the Bank through online mode on or before the last date for payment of fee / last date of online registrations. 2. Before applying, candidates are reque...

Profile : Relationship Manager *Acquire 7-8 new clients monthly from the open market. *Cross-sell third-party investment products to existing clients. *Generate revenue from all products offered to sourced accounts. *Secure 5 SIPs (Systematic Investment Plans) each month, with a minimum value of Rs. 2000 each. *Focus on expanding the client base through proactive outreach. *Leverage cross-selling opportunities to enhance product adoption. *Ensure consistent revenue growth from new and existing clients. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Avdhut : 7796426971

Profile : Relationship Manager 1. 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...

Independently manage PMS & AIF audits and compliance as per SEBI norms. Review AUM, income, and expense reconciliations, certify reports, coordinate with clients, guide juniors, assist partners, and drive process improvements for audit efficiency. Required Candidate profile • Strong understanding of SEBI PMS & AIF regulatory framework. • Proficiency in Excel, Power Query, and financial data analysis.

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship