15429 Mutual Funds Jobs - Page 39

Job 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 To acquire new clients and activate them with asset collection. Ens...

Role & responsibilities Handle end-to-end onboarding of new clients (KYC, FATCA, bank mandates, NACH, etc.) Act as the primary point of contact for clients regarding SIPs, lump-sum investments, portfolio reviews, and service requests Communicate investment updates, reminders, and process clarifications to clients Support NRI clients with documentation, compliance, and operational queries Track client-wise AUM, SIP book growth, redemptions, and portfolio movements Process MF transactions: purchases, redemptions, switches, STP & SWP Ensure accurate and timely execution through RTA/AMC platforms Maintain updated client records, transaction logs, and communication history in CRM Coordinate with ...

Position: Wealth Manager Salary: 8–20 LPA Experience: Minimum 3 Years Mandatory min portable book size of 20 Cr Strong relationship management and client acquisition skills Nivedita Email: arsprocess11@gmail.com Contact: 9310803461

Job Description: Market Analyst Shares & Mutual Funds Position Overview We are seeking a highly analytical and detail-oriented Market Analyst who can conduct in-depth research and analysis on equity markets, mutual funds, and related investment instruments. The candidate will be responsible for evaluating market trends, executing purchase transactions for shares and mutual fund units, and providing detailed holding-period analyses to support investment decisions. --- Key Responsibilities Market Research & Analysis Conduct daily and periodic analysis of stock markets, mutual funds, and related financial instruments. Track market trends, sectoral performance, company financials, NAV movements,...

Job Description Position: Investment Support Executive (Fresher) Location: Hyderabad Company: OngoleBulls Invest Pvt Ltd About OngoleBulls Invest OngoleBulls Invest Pvt Ltd is a growing financial services and investment advisory platform focused on mutual funds, equity markets, wealth management, and investor education. We work closely with investors, distributors, and research teams to deliver data-driven and compliant investment solutions. ? Role Overview We are looking for a motivated Investment Support Executive (Fresher) to support our investment operations, client servicing, and internal research teams. This role is ideal for candidates who want to build a strong foundation in capital ...

Key Responsibilities: Generate new business through field sales and referrals Sell insurance products to customers Maintain and grow customer relationships Achieve monthly and quarterly sales targets Ensure timely documentation and policy issuance Required Candidate profile Graduate (mandatory) 2–5 years experience in Insurance Sales (Agency / Field /Insurance) Good communication and customer-handling skills Ready for field work Shashi contact: 8460886875 Perks and benefits Fixed Sallary +Incentive and other Benefits

SO - 0–3 years in any Sales. promote Fixed Deposit products, customer acquisition, and relationship management. SM - 4–8 years of experience in the finance sector. Drive deposit growth, mentor teams, and build long-term customer trust Required Candidate profile . Suitable for candidates seeking a stable career in the financial services sector. Drive deposit growth, mentor teams, and build long-term customer trust in a stable, growth-orientated environment. Perks and benefits Insurance, Incentives, International Trips.

Energetic and goal-driven Relationship Managers for our Mumbai office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives

Recruit Life Insurance advisors through own references Act as coach of team Motivate team for maximizing sales Support advisors through training & joint sales calls To deliver new business and renewal business through advisors Mo-9879879075 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 23 to 45 years (Fresher's don't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job

• Building a strong relationship with the sales team of channel partners • Handle walk in customers • Bank responsible for meeting sales through Bank • Regularly follow up with client • Generating leads from Relationship Managers and Personal Bankers Required Candidate profile • Qualification : Graduate • Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector • Age criteria : 21 to 37 Years • Good Communications Skills • Fresher's Can't Apply

Responsibilities: Manage $1 million+ portfolios Collaborate with investment team on strategic planning Meet revenue targets through mutual fund sales Build strong relationships with clients Sales incentives

-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 Altaf - 7030022471 Perks and benefits High Incentives and growth opportunities.

Meet prospects through market visits and referrals Explain policy features in simple language Collect documents and support onboarding Maintain follow-ups for closures Achieve personal sales targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Coordinate field activity within assigned territory Support executives and sales staff Track daily visits and closures Ensure process adherence Support territory business targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Maintain strong relationships with executives Support renewals and service cases Motivate executives for regular activity Track performance and engagement Improve executives retention Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Handle sales activities in assigned territory Generate leads through field visits Explain policies and close sales Ensure timely documentation and issuance Achieve territory-wise targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Promote products in local markets Conduct small awareness sessions and activities Capture prospect details and generate leads Coordinate meetings with executives Meet lead generation targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Develop new business through field sourcing Build local referral networks Pitch products solutions to prospects Maintain sales activity reports Meet growth targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Coordinate with executives for daily sales activity Assist in lead allocation and follow-ups Track executives performance and sales pipeline Support documentation and policy issuance Help achieve branch business targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Visit assigned areas to meet potential customers Explain insurance plans and benefits clearly Generate leads through referrals & local contacts Maintain follow-up and conversion records Achieve daily and monthly sales targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Process:- Inbound And Outbound Voice Process -Fresher/ experience both can apply -HSC pass can apply -Salary: Upto 20k + incentives -Shift timing: 9:30am - 6:30pm -Sunday Off -Good communication required -looking for immediate joiner Required Candidate profile min HSC qualification Job Location: Majiwada, Thane To schedule your interview Call or send your CV through WhatsApp HR priya - 7030023108 Perks and benefits High Incentives and growth opportunities.

Process:-Banking Sales Process -Fresher/ experience both can apply -HSC pass can apply -Salary-14k To 18k + Unlimited incentives -Shift timing: 9:30am - 6:30pm -Communication: Average Hindi speaking ability -looking for immediate joiner Required Candidate profile min qualification HSC Job Location: Kapurbavadi junction Majiwada Thane (w)- 400607 To schedule your interview Call or send your CV through WhatsApp HR Sonali - 7030021537 Perks and benefits High Incentives and growth opportunities.

Process:- Inbound And Outbound Voice Process -Fresher/ experience both can apply -HSC pass can apply -Salary: 14k to 20k + incentives -Shift timing: 9:30am - 6:30pm -Sunday Off -Good communication required -looking for immediate joiner Required Candidate profile min HSC qualification Job Location: Kapurbavadi junction Majiwada Thane (w)- 400607 To schedule your interview Call or send your CV through WhatsApp HR Sonali- 7030021537 Perks and benefits High Incentives and growth opportunities.

Lead and manage a team of insurance sales professionals Achieve monthly & annual business targets Recruit, train, and motivate sales executives Develop new business opportunities Monitor team performance and prepare MIS reports Required Candidate profile Any Graduate Minimum 2+ years of experience in any BFSI or insurance Strong sales mindset with leadership qualities Ready for field work Princy Z. | +91 9327916832

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships Inc...