8524 Mutual Funds Jobs - Page 4

GN - Tech Strategy & Advisory - Tech Return an Investment - Consultant Consultants in this role drive strategic initiatives for clients, manage business transformations, and use their expertise to optimize digital capabilities and create value-driven solutions. Key responsibilities include developing technology cost and cost profiles to find savings, supporting strategic planning, and working on innovative projects in a fast-paced environment. Key Responsibilities Strategic Planning: Lead the development and execution of technology transformation strategies for clients. Cost Optimization: Strategize and manage technology costs to identify opportunities for client savings and value creation. ...

About YUBI Yubi, formerly known as CredAvenue, is redefining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India's fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investor...

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 : Oracle Subscription Management Cloud 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 will al...

Company: Mercer Description: We are seeking a talented individual to join our investments team at Mercer. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office. Associate Director Investment Implementation An exciting opportunity to join one of Mercers largest and most rapidly growing business areas Investment Solutions As part of our team, the successful candidate will play a key role in the transformation of our investment capabilities globally Mercer is one of the fastest growing investment solutions entities globally, and our client base has grown substantially over recent years with further growth to come We w...

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. 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. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

The role involves identifying & empaneling CAs, Ex Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors.

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

Looking for Wealth Relationship Manager 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 client. 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 a...

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

SUMMARY Retail Staff Position Our client, a UAE-based multinational conglomerate headquartered in Dubai, is seeking freshers to join their retail staff team in Navi Mumbai/Thane/West Mumbai/East Mumbai. This is an excellent opportunity for individuals interested in the retail industry to gain valuable experience and contribute to a dynamic and diverse organization. Job Responsibilities Perform folding and stacking tasks at basic tables. Ensure timely display of received stocks. Uphold the upkeep of the section and maintain a carton-free floor. Maintain display standards, including signage, and merchandise clearance from the trial room. Ensure the right products are displayed on the correct b...

Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector. Candidates with minimum 1 year of experience in mutual funds, bro...

Role & responsibilities What will you do? Your role is to make investors feel comfortable while addressing their queries and explaining the platform. You will provide clarity on the structure of different assets, handle inbound queries primarily via calls, then WhatsApp or email, and share actionable insights with the Product and Marketing teams. You can apply if: 1. Good communication skills 2. Clarity of speech and thought 3. The desire to help customers with their problems 4. You have basic financial knowledge Work time and schedule: 1. 5-day working 2. Roster based schedule. 3. Timings: 9 AM to 9 PM (9-hour working, Roster basis)

Job Requirements Job Requirements Job Description: Relationship Manager-First Wealth at IDFC FIRST Bank Company Overview IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative and customer-centric financial solutions. With a strong presence in the retail banking sector, we are dedicated to helping our customers achieve their financial goals and aspirations. Job Title: Relationship Manager-First Wealth Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Branch Banking > Branch > Relationship Management Location: East of Kailash, New Delhi, Delhi 110065, India Additional Parameters Minimum 2 years of experience in wealth managemen...

As a Wealth Management Associate / Advisor in Trivandrum, Kerala, you will play a crucial role in managing and growing clients" investment portfolios to help them achieve their financial goals. Your responsibilities will include: - Assisting clients in managing their investment portfolios based on their financial goals and risk appetite - Providing personalized wealth management solutions including mutual funds, insurance, bonds, equities, and other financial products - Conducting periodic portfolio reviews and staying updated with market trends and regulatory guidelines - Collaborating with internal teams for client onboarding and compliance checks - Building and maintaining long-term clien...

As a Senior Business Analyst specializing in Capital Markets and Trading, you will be responsible for the following key tasks: - Collaborating with stakeholders to gather, analyze, and document business requirements for digital initiatives in Capital Markets and Trading. - Leading the design and enhancement of Investment Account Opening processes and Trading Journeys across asset classes such as Equities, Mutual Funds, Bonds, Options, Futures, and Metals. - Driving end-to-end process improvements aligned with customer experience and business objectives. - Creating user stories, process flows, wireframes, and requirement documents to support product and technology teams. - Supporting agile de...

Role Overview: As a Team Leader Operations for the SBI banking process in Shivajinagar (EH), Bangalore, you will be responsible for leading a team and ensuring the smooth functioning of domestic contact centers. Your role will involve handling day-to-day operations and ensuring that team members meet their targets effectively. Key Responsibilities: - Lead and manage a team of individuals to achieve operational targets in the banking process - Monitor and evaluate team performance, providing feedback and coaching as necessary - Ensure compliance with company policies and procedures, as well as regulatory requirements - Collaborate with other departments to streamline processes and improve ove...

Selling Insurance in Bajaj Capital Branch Face to Face in Delhi NCR. Providing personalized Financial advice to clients who come to the branch to buy insurance. Assisting Clients to select appropriate Insurances,Mutual Funds and SIP'S. Convincing Clients to Buy Insurance from us. Keeping up-to-date with Investment trends to clients. Qualifications Graduate Additional Information Urgent Requirement Insurance sales executive Salary :- 15,000/-in hand Duty time :- 11:30am to 7:30pm Duty :- 26 Days duty (WED Off) The Job Profile will be Sales Salary Range:- 15K + Incentives. Qualification:- 12Pass to Graduation. Job Responsibilities:- Communicating with customers try to sell the product. Making ...

Role Overview: As a Wealth Manager for Mutual Funds at D.R SHARE & STOCK BROKERS PVT LTD in Chandigarh, your primary responsibility will be managing client portfolios, fostering strong client relationships, addressing client inquiries, and providing financial advice tailored to meet client objectives. Key Responsibilities: - Demonstrate excellent communication and interpersonal skills - Leverage strong analytical and problem-solving abilities - Possess knowledge of various financial products and services - Be customer-oriented - Collaborate effectively with internal teams to ensure a seamless client experience Qualification Required: - Bachelor's degree in Finance, Business Administration, o...

Role & responsibilities - Selling mutual funds, life insurance, and general insurance products to clients. Meeting monthly and quarterly sales targets. Generating leads through various channels and converting them into sales. Building and maintaining strong customer relationships for repeat business. Keeping track of product updates and market trends. Preferred candidate profile - Experience in sales of mutual funds and insurance products. Knowledge of both general insurance and life insurance is required Strong communication and negotiation skills. Target-driven with a passion for sales. Freshers with good knowledge of financial products are also welcome.

Looking for Wealth Management profiles (AUM 30Cr+). Role include client acquisition, portfolio review, upselling & cross-selling products (MF, PMS, AIF, Insurance). Candidates with 7+ yrs exp in wealth mgt & proven AUM track record preferred.

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

About The Role Skill required: Capital Markets Services - Account Reconciliations Designation: Capital Markets Services Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 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 execut...

Job Title: Relationship Manager About Choice Equity Broking Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial problems and bridging gaps for individuals, institutions and governments. For past 31 years we are committed to help our clients achieve their financial aspirations and promote value creation for society. Role Overview We are seeking a proactive, client-focused Relationship Manager to manage and grow relationships with existing and new clients across Demat services, Mutual Funds, Insurance, and Loans. The RM will be the primary point of contact, providing financial guidance, onboarding new clients, validating KYC/compliance, an...

Dear Candidate, Greetings From"APEX SERVICES" Department: Brooking Channel Designation: Branch Dealer Years of Exp: 1 to 10 yrs CTC- up to- 7 lpa Roles: Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/medium term. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To maintain a synergistic relationship with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Respons...

Skill required: Retirement Solutions - Customer Service Designation: Customer Service Senior Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Responsible in handling monetary and non-monetary transactions ...