11602 Mutual Funds Jobs - Page 39

To work in coordination with existing dealing and sales team and providevalued added research based inputs to our large clients. To liaison with research teams and provide inputs to clients on sectors,themes, stocks, tactical calls etc. -- To review clients existing equityholdings and provide stock views basis research coverage To constantly engage with research team and large clients on regularbasis to provide value added inputs. . Im not sure if this can be added in JD as therecould be a compliance angle to it. Although, we do this. To ensure MIS is discussed with business managers and leaders and isused to push business and spot gaps. To be a key driver of Equity business from targeted la...

To manage the third party product desk. To manage the relationship with external fund houses which are product manufacturers. To implement relevant strategic tactical management initiatives. To support the channel by assisting them with timely reverts on their MIS related queries. To analyse and data mine to generate relevant reports and outputs which impact business decisions To manage product related MIS analytics. To be a key driver of MF data analytics in TPP Team and generate important reports. To assist the regional heads to meet the product targets. Portfolio analysis for existing prospective clients. Regular training of PCG RMs dealers. Conceptualize, launch and track Team building a...

Trade onbehalf of clients provide confirmation to client on execution of theirorders. Responsibleto ensure all activities are in adherence as per compliance risk. handle alltrading related queries of client. Provideregular updates to immediate superior as and when required.

Managing 150 to 200potential leads of customers per day. Should have completeknowledge about MF,EQUITY Good communicationskills. Sharing investmentideas to the clients based on their needs. Generating revenueswithout compromising on clients risk and profitability. Should develop knowledge of market news, financial trends andcurrent affairs. Analyze customer portfolio give appropriate advice Responsible to ensure all activities are in adherence as per Compliance Risk

To be responsible for dealing coordinators clients To be responsible for sourcing new accounts through coordinators To ensure active management of clients achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on clients profitability To have clear focus on client mining To conduct regular Client/coordinators Meetings update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated To assist in new clien...

Managing of 3000 to 5000 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs Analyse customer portfolio give appropriate advice Responsible to ensure all activities are in adherence as per Compliance Risk. Assist in increasing depth in existing relationships

Would be responsible to Drive Web Based Business Revenue for a desk managing self-trading customers Responsible to execute Auto dialler one-to-one campaigns for ensuring business deliverables Responsible for expanding Web Behavior Business approaching Web Clients to execute their investment view with the help of Technology Responsible to drive manage 12-15 dealers team size to generate Targeted revenue and balancing revenue multiples Should be able to guide and scale-up New and old Dealers to ensure team KRA achievement Responsible for achieving targets as assigned by the organization on a monthly basis Responsible for training educating, adding Revenue, Onboarding newly acquired clients Res...

Onboarding of newly acquired clients. To activate the clients by using our various platforms. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools in scalable way Develop Knowledge of market news, financial trends, current affairs and data points Responsible to ensure all activities are in adherence as per Compliance Risk. Participate in various on desk campaigns to make them successful

Onboarding of newly acquired clients. To activate the clients by using our various platforms. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools in scalable way Develop Knowledge of market news, financial trends, current affairs and data points Responsible to ensure all activities are in adherence as per Compliance Risk. Participate in various on desk campaigns to make them successful

Manage a team for client servicing of HNI and Ultra-HNI clients. Understand clients requirements and accordingly provide services Strategize engagement plans for inactive customers and activate their accounts Ensure that customers trade actively after opening the trading account Maintaining keeping track of data, reminding clients about activities they need to do, office / operations related work, processing of data received by clients Interfacing with operations team Have a customer-centric approach and ensure that customers are serviced well Will be responsible for end to end ownership of the process. Proactive updation to all parties.

Manage a team for client servicing of HNI and Ultra-HNI clients. Understand clients requirements and accordingly provide services Strategize engagement plans for inactive customers and activate their accounts Ensure that customers trade actively after opening the trading account Maintaining keeping track of data, reminding clients about activities they need to do, office / operations related work, processing of data received by clients Interfacing with operations team Have a customer-centric approach and ensure that customers are serviced well Will be responsible for end to end ownership of the process. Proactive updation to all parties.

Responsible for activating Commodity clients and generate targeted revenue (connect with 70-80 clients on phone daily). Assisting newly opened client in the commodity market Placing orders on behalf of clients based on client request. Requirements: NISM 16 NISM 1 certification is required

Acquiring, activating and servicing corporate/institutional clients for trading in currency derivative segment for Kotak Securities. Continuous interaction with the clients to identify their requirements and provide solutions through existing product gamut. Co-ordination with client and dealing team to generate revenue from the existing clients in currency segment. Comply with KYC/SEBI rules, regulations and legislation governing the financial services industry. Improving client relationship by offering multiple investment products available with Kotak Securities. Workingclosely with product team to develop currency segment on overall basis. Skills & Knowledge MBA or PGDBA Finance from a rep...

Revenue Generation by proper guidance to the clients so as to increase their participation Regular meetings with the clients for maintaining relationships Reference from existing clients for new accounts Activation of inactive clients Should have basic compliance knowledge like Trade confirmation, Shortfall reporting, M2M collection etc. Having knowledge of Equity and currency would be an added advantage Should have cleared NISM Equity Derivative Module/NCFM Commodity Module/MCCP Commodity module NISM currency derivatives module

Revenue Generation by proper guidance to the clients so as to increase their participation Regular meetings with the clients for maintaining relationships Reference from existing clients for new accounts Activation of inactive clients Should have basic compliance knowledge like Trade confirmation, Shortfall reporting, M2M collection etc. Having knowledge of Equity and currency would be an added advantage Should have cleared NISM Equity Derivative Module/NCFM Commodity Module/MCCP Commodity module NISM currency derivatives module Requirements Minimum Graduate with 2-3 years of experience Should have good communication skills

Responsibleto manage team of Dealers generate brokerage primarily through advisingclients on their equity portfolio for long term investments as well aspositional trading ideas in stocks for short / medium term. Develop andmaintain a long-term relationship with customers to maintain a high level ofretention of the existing customer and also focus on generating new business. To ensureteam achieves the assigned target on the web bases revenues as well as on theactivation of the clients. Provideregular updates to the immediate superior as and when required with regulatorydevelopments as and when needed

To ensure active management of clients achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have clear focus on client mining To conduct regular Client Meetings update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends and current affairs To attend post result con-calls, analyst meets for improved client servicing.

This role is responsible for acquiring new clients, offering broking and investment services, and ensuring the growth of the company's client base. This role focuses on building relationships, providing expert financial advice, and achieving acquisition and revenue targets. The ideal candidate should possess strong financial market knowledge, excellent interpersonal skills, and a proven track record in client acquisition. Key Responsibilities: Client Acquisition and On-boarding : Identify, prospect, and on-board new clients through networking, referrals, and market research. Conduct meetings with potential clients to understand their financial objectives and introduce suitable financial prod...

- NISM 8 (Equity Derivative) must - Strong Understanding of stock market and Financial regulations. - Excellent Analytical and decision making skills - Ability to work under pressure and quick decisions. - MF certification is added advantage

Revenue Generation by proper guidance to the clients so as to increase their participation Regular meetings with the clients for maintaining relationships Reference from existing clients for new accounts Activation of inactive clients Should have basic compliance knowledge like Trade confirmation, Shortfall reporting, M2M collection etc. Having knowledge of Equity and currency would be an added advantage Should have cleared NISM Equity Derivative Module/NCFM Commodity Module/MCCP Commodity module NISM currency derivatives module Requirements Minimum Graduate with 2-3 years of experience Should have good communication skills

Job Responsibilities: Cater to the investment needs of mass-affluent clients by recommending products such as Mutual Funds (MF), PMS, AIF, Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products Meet required AUM, investor acquisition, and portfolio growth targets Provide personalized investment advice and wealth management solutions to HNI and UHNI clients Required Qualifications: Postgraduate degree 37 years of experience handling HNI and UHNI clients in wealth management Strong knowledge of investment products and portfolio management Week off: Sunday

Team Leader-Voice Process-2 Inbound 2 Outbound Payroll-Mutual Fund CO Job Location-TBelapur Salary-4.8 Lakhs+Inc EXP-Graduate with min 1 yrs team handling exp Into Voice Process only apply(on papers TL) Call 9082104424 Sanika 9022157571 www.hyfly.in Required Candidate profile Monitoring and managing KPIs such as Service level, Occupancy, Shrinkage, AHT for productivity of team members. Manage assigned division’s productivity to department/area SLA MUST have TL Exp Perks and benefits Medical Allowance + Daily Allowance

You'll be advising clients on investments, building and managing their portfolios, and helping them make smart financial decisions. This is a client-facing role for someone who is comfortable with sales and long-term relationship building. Key Responsibilities Prospect, acquire, and onboard clients Understand client goals and recommend suitable investment products Maintain long-term client relationships Guide clients on mutual funds, insurance, and other investment avenues Ensure compliance with regulatory guidelines Who we are looking for Someone who enjoys sales and interaction with people Prior experience in investments / banking / mutual funds / insurance Working knowledge of financial p...

Role Overview: As a Wealth management you will be responsible for acquiring and managing High Net Worth Individual (HNI) and corporate clients for investment and wealth management products. The role involves proactive client acquisition through cold calling, field visits, and relationship management, with a focus on delivering customized investment solutions and driving business growth. Key Responsibilities: ? Identify and acquire new clients through lead generation, networking, and field sales activities. ? Present and promote Jones Asset Management's wealth and logistic investment products to HNI clients. ? Conduct client meetings, portfolio discussions, and financial planning sessions. ? ...

Greeting from Careernet Hiring for Executive/Sr. Executive for one of our clients based out in Bangalore. Please find further details below. Position: customer support executive Compensation : 19k in hand+ 1k fixed allowance(2.75ctc) Languages Required- English and Hindi Job Location: Bangalore ( Koramangala) Work Schedule(# of Working Days): 6 Days working Work Timing: Day shifts Cab Facility : No Cabs provided Location : Koramangala, Bengaluru, Karnataka Qualification : Graduates/Post Graduates with minimum 10+2+3 (15 years of education) ( No BE/B tech MCA Freshers) Description Good Analytical and problem solving skills Excellent communication skills. Should be able to speak fluent English...