15429 Mutual Funds Jobs - Page 38

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

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose the relentless pursuit of a world that works better for people we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Inviting applications for the role of Management Trainee, Wealth Management-Asset Transitions and Security Pricing Location :- Pune & Bangalore In this r...

Ready to shape the future of work? At Genpact, we don't just adapt to change we drive it. AI and digital innovation are redefining industries, and were leading the charge. Genpacts AI Gigafactory, our industry-first accelerator, is an example of how were scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team thats shaping the future, this is your moment. Genpact (NYSE: G) is an advanced technology services ...

Process:- Inbound And Outbound Voice Process -Fresher/ experience both can apply -HSC pass can apply -Salary-14k To 18k + incentives -Shift timing: 9:30am-6:30pm -Good communication required -looking for immediate joiner Required Candidate profile Min HSC Pass & Above Location: Thane West To schedule your interview Call or send your CV through WhatsApp HR Pratiksha - 7030022468 Perks and benefits High Incentives and growth opportunities.

Kotak Securities Ltd Alternate Channel KAM Sales- Mumbai Department: Alternate Channel Designation: Key Account Manager- Sales Grade: E1/E2- Assistant Manager / Deputy Manager Years of Exp: 1 to 4 Years Location: Mumbai Key responsibilities and accountabilities 1. Will be responsible for sourcing & deepening relationships from existing customer base of Bank customers 2. Will be responsible for selling Equity based investment products to this set of customer base. 3. Will be responsible to develop business, maximize revenue generation & achieve sales targets 4. Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. 5. Responsi...

Process:- Inbound And Outbound Voice Process -Fresher/ experience both can apply -HSC pass can apply -Salary- 14,000 To 18,000 + incentives -Shift timing: 9:30am - 6:30pm -Good communication required -looking for immediate joiner Required Candidate profile minimun qualification HSC Pass Job Location: Kapurbavadi junction Majiwada Thane (w)- 400607 To schedule your interview Call or send your CV through WhatsApp HR Priya - 7030023108 Perks and benefits High Incentives and growth opportunities.

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. UTTAM - 9949101406 Call / WhatsApp. your resume Share updated resume:- uttam@avaniconsulting.com No charges.

Role & responsibilities Maintains a positive, professional demeanour and supports an environment that values uncompromising excellence in service. Promptly answers customer inquiries in a manner that exhibits quality service. Brings a service orientation that supports the field sales force in meeting their obligations to their clients. Serves as a proactive liaison between shareowners and their representatives, keeping all stakeholders appropriately informed of service issues from discovery through resolution. Maintains an updated knowledge of SBIMF Products and develops an understanding of how market forces affect the funds. The CSO is expected to read product literature, industry periodica...

Relationship Manager - JD Job Purpose: Achieving the Sales Targets, maintaining & Increasing Market Share through incremental Sales & new market development and ensuring highest level of Service standards channel partners & their customers at the branch level. Key Result Areas: Key Result Areas Supporting Actions Retail Sales Execution o Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folio...

Ready to shape the future of work? At Genpact, we don't just adapt to change we drive it. AI and digital innovation are redefining industries, and were leading the charge. Genpacts AI Gigafactory, our industry-first accelerator, is an example of how were scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team thats shaping the future, this is your moment. Genpact (NYSE: G) is an advanced technology services ...

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose the relentless pursuit of a world that works better for people we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Inviting applications for the role of Management Trainee, Wealth Management-Asset Transitions and Security Pricing Location :- Pune & Bangalore In this r...

Role & responsibilities Lead Generation & Outreach : Conduct school visits, organize/attend education fairs, host town/residential seminars, and liaise with tuition teachers. Sales & Counseling : Counsel prospective students and parents during home visits or events, providing program details, answering questions, and securing enrollments (closing sales). Business Development : Build relationships with school staff (principals, counselors) and community partners to identify opportunities. Marketing Activities : Execute ATL (Above The Line) and BTL (Below The Line) marketing campaigns to maintain a steady flow of potential students. CRM & Reporting : Maintain detailed records of interactions, ...

Broking Sales- TL Job Description: Ability to lead & recruit relevant sales professionals to enable scaling up of the business including broking as well as WM products. A real Team player with ability to motivate and encourage the reporting team to excel in performance and achieve results. Provide customized solutions to the clients by evaluating their risk assessment and financial needs. Secondary role is to cross sell wealth management products i.e. Mutual Funds both equities/debts, NCDs / Bonds, Insurance, PMS, structured products etc. Sound understanding of Equities, Mutual Funds, PMS and alternative investments Acquisitions of new clients and re-activation of existing clients. Innovatin...

Key Responsibilities: Handle students and parents with empathy and patience. Achieve sales targets using strong persuasion and negotiation skills. Proficiency in Microsoft Office, email writing, and sales software. Fluent in English and the regional language. Contribute to revenue by selling, upselling, and cross-selling educational courses through personal counselling, calls, emails, etc. Build and maintain relationships with clients. Conduct market research to understand competitors and market conditions. Provide exceptional customer service and follow up post-sale. Attend industry events, exhibitions, and networking functions. Prepare and present sales reports to management. To Apply for ...

Job description- Relationship Manager : 1. It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence 2. He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence 3. Promote Focus Product of the month 4. 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. Interested candidates can connect with me at pooja.s@opusglobalservices.com

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to grow liabilities business through current accounts, retail branch banking, portfolio management, and mutual funds. Identify new opportunities for cross-selling of products such as Casa and Retail Liabilities. Develop and maintain strong relationships with existing clients to increase wallet share and product penetration. Collaborate with internal teams to resolve client issues and improve overall customer satisfaction. Analyze market trends and competitor activity to stay ahead in the market.

Achieve sales targets & monitor team performance Coordinate with clients & respond to inquiries Assist in training & guiding the sales team Generate leads & follow up with potential clients Support onboarding and continuous development of sales team Required Candidate profile Graduation is mandatory Required local Candidate 1+ years of experience in any field sales Willing to do field work Good communication and interpersonal skills

In this role, you would be responsible for Managing business through Different Channel & increase AUM.

In this role, you would be responsible for Acquiring , managing and nurturing new as well as existing client relationships. The focus will be on business sourcing through the existing book, client referrals, Open Market and all channels .

Lead, train and motivate the sales team Explain product features and benefits Achieve sales targets consistently Build strong customer relationships Generate quality leads and close deals Visit customers regularly Maintain accurate sales records Required Candidate profile Graduation is mandatory Required local Candidate 1+ years of experience in any field sales Willing to do field work Good communication and interpersonal skills Contact: Ayushi | 8460377032.

Generate sales through field visits and customer interactions Achieve monthly and quarterly sales targets Identify new customers and expand market coverage Maintain strong relationships with existing clients Required Candidate profile Graduation in any discipline 1–3 years of experience in field sales Good communication and negotiation skills 9904750213 - Nisha

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com

Wealth Relationship Manager (WRM) focuses on client acquisition, asset gathering (MFs, PMS, AIFs, FDs), and growing AUM/SIPs by meeting clients, understanding needs, offering investment solutions (equity, derivatives, MFs, PMS), and ensuring high service, requiring skills like communication, relationship building, and a mandatory NISM certification (like Series 5) for driving revenue targets and client wealth creation. Key Responsibilities Client Acquisition & Growth: Acquire new clients and reactivate inactive ones; achieve targets for new client activation and assets. Asset Gathering: Collect assets for various products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternat...

Brief Job Description : Acquiring customers as per business plan Revenue Generation as per assigned Targets Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Conduct sales promotion activities regularly Activation of clients and cross sell (MF SIP) Seek references from customers/prospects Candidate Eligibility: Candidate should have minimum 2 years of experience in BFSI / NBFC Sales Graduation is a must Good Communication Skills Please note : It is a field sales role.]

Responsibilities: * Manage HNIs and professionals wealth through private banking & mutual funds * Collaborate with cross-functional teams on client needs analysis * Ensure compliance with regulatory standards at all times