4685 Mutual Funds Jobs - Page 4

Role & responsibilities 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. 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

Role & Responsibilities Current Account (CA) Growth Responsible for managing and growing CA value across assigned portfolio Deepen existing CA-led relationships and drive wallet share expansion Fee Income Generation Generate revenue through Trade Forex, Retail Banking, and Business Banking offerings Ensure consistent fee-based income through solution selling Wealth Management Cross-Sell Cross-sell financial products such as mutual funds (MF), life insurance (LI), general insurance (GI), credit cards (CC), Y-SEC, and lockers Drive product mix based on customer profiles Customer Acquisition & Portfolio Expansion Acquire high-value CASA clients from internal and external sources Improve Customer to Group (CTG) and Product to Group (PTG) ratios Relationship Deepening & Goal Sheet Achievement Drive performance on goal sheet targets across CASA, Trade Forex, BB, CMS, LI, MF, lockers, NTB acquisition, and other key products Identify upselling opportunities within the existing portfolio Client Servicing & Engagement Deliver superlative client servicing and maintain relationship rigor Act as the single point of contact for key clients ensuring high satisfaction Product Knowledge & Innovation Possess thorough understanding of commercial and transactional banking products Collaborate with product teams by sharing client feedback for enhancements Lead Generation & NTB Acquisition Leverage existing relationships for referrals and new client onboarding Maintain a healthy pipeline of prospects and convert them into long-term clients Holistic Banking Solutions Provide need-based, customized solutions across trade, CMS, POS, payment gateway, doorstep banking, working capital loans, OPDT, and family SA Assess client's business nature and identify potential risks and opportunities Collaboration & Team Play Work effectively in cross-functional teams for seamless client delivery Support peers and promote a collaborative culture

Role & Responsibilities Current Account (CA) Growth Responsible for managing and growing CA value across assigned portfolio Deepen existing CA-led relationships and drive wallet share expansion Fee Income Generation Generate revenue through Trade Forex, Retail Banking, and Business Banking offerings Ensure consistent fee-based income through solution selling Wealth Management Cross-Sell Cross-sell financial products such as mutual funds (MF), life insurance (LI), general insurance (GI), credit cards (CC), Y-SEC, and lockers Drive product mix based on customer profiles Customer Acquisition & Portfolio Expansion Acquire high-value CASA clients from internal and external sources Improve Customer to Group (CTG) and Product to Group (PTG) ratios Relationship Deepening & Goal Sheet Achievement Drive performance on goal sheet targets across CASA, Trade Forex, BB, CMS, LI, MF, lockers, NTB acquisition, and other key products Identify upselling opportunities within the existing portfolio Client Servicing & Engagement Deliver superlative client servicing and maintain relationship rigor Act as the single point of contact for key clients ensuring high satisfaction Product Knowledge & Innovation Possess thorough understanding of commercial and transactional banking products Collaborate with product teams by sharing client feedback for enhancements Lead Generation & NTB Acquisition Leverage existing relationships for referrals and new client onboarding Maintain a healthy pipeline of prospects and convert them into long-term clients Holistic Banking Solutions Provide need-based, customized solutions across trade, CMS, POS, payment gateway, doorstep banking, working capital loans, OPDT, and family SA Assess client's business nature and identify potential risks and opportunities Collaboration & Team Play Work effectively in cross-functional teams for seamless client delivery Support peers and promote a collaborative culture

Roles & Responsibilities: Current Account (CA) Value Growth Manage and grow Current Account balances with a focus on premium and high-value clients Drive value through consistent engagement and product offerings tailored to customer needs Fee Income Generation Generate revenue from Trade Forex, Retail Banking, and Business Banking relationships Identify and convert cross-sell opportunities for products like CMS, POS, and payment gateway solutions Cross-Sell & Wealth Management Offer a complete suite of wealth management products including mutual funds (MF), life insurance (LI), general insurance (GI), credit cards (CC), lockers, and Y-SEC Cross-sell based on customer profile, ensuring a solution-oriented approach Customer Acquisition & Deepening Acquire high-value CASA customers from within group companies and other sources Increase the Customer to Group (CTG) and Product to Group (PTG) ratios through deepening and up-selling initiatives Achieve targets across multiple banking products including CASA, TFX income, BB, CMS, MF, LI, NTB acquisition Client Servicing & Relationship Management Deliver superior client service standards through regular engagement and prompt resolution Maintain strong relationship rigor across the portfolio to enhance client satisfaction and retention Product & Process Enhancement Provide feedback to internal teams for product/process improvements based on customer interactions Ensure that the product proposition aligns with the key business requirements of clients New to Bank Acquisition Leverage references from existing clients to drive NTB (New to Bank) acquisition Build and maintain a robust prospect list with potential conversion into long-term relationships Business Profiling & Risk Assessment Understand client business models in-depth to extract opportunities and assess risks Position banking value proposition effectively to address specific client business issues Team Collaboration Work collaboratively in a cross-functional environment, contributing to shared business goals

Roles & Responsibilities: Current Account (CA) Value Growth Manage and grow Current Account balances with a focus on premium and high-value clients Drive value through consistent engagement and product offerings tailored to customer needs Fee Income Generation Generate revenue from Trade Forex, Retail Banking, and Business Banking relationships Identify and convert cross-sell opportunities for products like CMS, POS, and payment gateway solutions Cross-Sell & Wealth Management Offer a complete suite of wealth management products including mutual funds (MF), life insurance (LI), general insurance (GI), credit cards (CC), lockers, and Y-SEC Cross-sell based on customer profile, ensuring a solution-oriented approach Customer Acquisition & Deepening Acquire high-value CASA customers from within group companies and other sources Increase the Customer to Group (CTG) and Product to Group (PTG) ratios through deepening and up-selling initiatives Achieve targets across multiple banking products including CASA, TFX income, BB, CMS, MF, LI, NTB acquisition Client Servicing & Relationship Management Deliver superior client service standards through regular engagement and prompt resolution Maintain strong relationship rigor across the portfolio to enhance client satisfaction and retention Product & Process Enhancement Provide feedback to internal teams for product/process improvements based on customer interactions Ensure that the product proposition aligns with the key business requirements of clients New to Bank Acquisition Leverage references from existing clients to drive NTB (New to Bank) acquisition Build and maintain a robust prospect list with potential conversion into long-term relationships Business Profiling & Risk Assessment Understand client business models in-depth to extract opportunities and assess risks Position banking value proposition effectively to address specific client business issues Team Collaboration Work collaboratively in a cross-functional environment, contributing to shared business goals

Roles & Responsibilities: Customer Relationship Management Manage banking and investment relationships with Yes Premia clients Drive overall growth in liabilities and investment business from branch/retail customers Develop and expand client relationships by delivering service levels that exceed expectations Identify and engage high-potential clients to increase business volume and wallet share Business Development & Sales Achieve sales targets across product categories: liabilities, retail assets, business banking, forex, cards, and investments Proactively sell the full range of consumer and commercial banking products to both existing and prospective customers Deepen existing relationships or acquire new clients to increase CASA balances in the allocated portfolio Drive product and channel penetration to maximize customer relationship value Customer Engagement Maintain consistent portfolio quality through regular client engagement Act as the primary point of contact, ensuring service satisfaction and personalized financial solutions Investment Advisory Analyze customer financial needs and recommend suitable investment options with transparency Drive fee-based income by promoting mutual funds, insurance, and other investment products Audit & Compliance Ensure strict adherence to the Bank's policies and procedures related to acquisition, BSA, and KYC norms Comply with all regulatory requirements set by authorities like RBI, SEBI, AMFI, and IRDA

Increase the penetration and market share of PMS products in the respective geographies. Liaise with distributors and build rapport to increase penetration of PMS products, activating dormant channels/distributors and solving PMS queries.

Role & responsibilities Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products Superlative client servicing standards & rigor in managing the relationship Thorough understanding of transactional and commercial banking products Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our bank value proposition & also ensure maintenance of minimum bank threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment

Role & responsibilities Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products Superlative client servicing standards & rigor in managing the relationship Thorough understanding of transactional and commercial banking products Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our bank value proposition & also ensure maintenance of minimum bank threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment

Job Summary: The Wealth Relationship Manager is responsible for acquiring, growing, and managing relationships with high-net-worth clients by providing customized wealth solutions, financial advice, and investment products tailored to client profiles. Key Responsibilities: Acquire and manage a portfolio of High-Net-Worth Individuals (HNIs). Offer customized investment and banking solutions based on client needs and risk appetite. Deepen relationships by cross-selling wealth management products like mutual funds, insurance, structured products, and loans. Conduct regular portfolio reviews and monitor financial goals of clients. Ensure compliance with internal and regulatory policies while servicing clients. Maintain high service standards and provide prompt resolution to client queries and issues. Collaborate with internal teams (product, investment advisory, operations) for seamless client servicing. Generate leads through networking, references, and market intelligence. Achieve business targets on revenue, client acquisition, and product penetration.

Job Summary: The Wealth Relationship Manager is responsible for acquiring, growing, and managing relationships with high-net-worth clients by providing customized wealth solutions, financial advice, and investment products tailored to client profiles. Key Responsibilities: Acquire and manage a portfolio of High-Net-Worth Individuals (HNIs). Offer customized investment and banking solutions based on client needs and risk appetite. Deepen relationships by cross-selling wealth management products like mutual funds, insurance, structured products, and loans. Conduct regular portfolio reviews and monitor financial goals of clients. Ensure compliance with internal and regulatory policies while servicing clients. Maintain high service standards and provide prompt resolution to client queries and issues. Collaborate with internal teams (product, investment advisory, operations) for seamless client servicing. Generate leads through networking, references, and market intelligence. Achieve business targets on revenue, client acquisition, and product penetration.

LOCATION:- MUMBAI, INDORE For Most Reputed Organization OF General Insurance (Health Insurance Segment) Product: General Insurance (Health Insurance) Age Maximum 30 Qualification:-Graduate Preference : Candidate working in the Agency channel of the Life/ general/Health Insurance will be most preferable JD To Recruit the Financial Advisor and Distributor To Train and Motivate them To Procure Business out of Them Salary package will be Rs 3.5 to 5 Lacs (CTC Not Constraint for the Right Candidate) Contact Rupesh Pathak 9643403079 Mail: privilegecon@gmail.com

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, AIF and PMS, Client Communication, Ensuring a minimum number of client meetings daily

Role & Responsibilities: Client Acquisition & Relationship Management Acquire high-value Current Account (CA) relationships from existing and new clients within the group Increase Customer to Group (CTG) and Product to Group (PTG) ratios through deepening and upselling Maintain strong client servicing standards to ensure high retention and satisfaction Drive New-to-Bank (NTB) acquisition through referrals and targeted prospecting Revenue Generation & Product Sales Generate fee income from Trade Forex, Retail Banking, and Business Banking segments Cross-sell wealth management products including Mutual Funds (MF), Life Insurance (LI), General Insurance (GI), Credit Cards (CC), Lockers, and Y-SEC Focus on meeting goal sheet targets related to CASA value growth, TFX income, CMS, BB, NTB acquisition, and other product categories Product Knowledge & Service Delivery Demonstrate a thorough understanding of transactional and commercial banking products Provide tailored banking solutions such as Trade Forex, CMS, POS, Payment Gateway, Doorstep Banking, and Working Capital Deliver superior sales and service processes for premier CA clients and share feedback with the product team for enhancement Ensure a differentiated and seamless customer experience that aligns with the bank's value proposition Business Understanding & Risk Awareness Maintain detailed knowledge of clients business nature and models to identify opportunities and risks Position banking solutions in alignment with customers key business requirements and challenges Ensure maintenance of minimum business thresholds and continuous monitoring of customer engagement Collaboration & Team Contribution Work effectively in a cross-functional team environment to achieve shared goals Coordinate with internal stakeholders for efficient service delivery and business development

Role & Responsibilities: Client Acquisition & Relationship Management Acquire high-value Current Account (CA) relationships from existing and new clients within the group Increase Customer to Group (CTG) and Product to Group (PTG) ratios through deepening and upselling Maintain strong client servicing standards to ensure high retention and satisfaction Drive New-to-Bank (NTB) acquisition through referrals and targeted prospecting Revenue Generation & Product Sales Generate fee income from Trade Forex, Retail Banking, and Business Banking segments Cross-sell wealth management products including Mutual Funds (MF), Life Insurance (LI), General Insurance (GI), Credit Cards (CC), Lockers, and Y-SEC Focus on meeting goal sheet targets related to CASA value growth, TFX income, CMS, BB, NTB acquisition, and other product categories Product Knowledge & Service Delivery Demonstrate a thorough understanding of transactional and commercial banking products Provide tailored banking solutions such as Trade Forex, CMS, POS, Payment Gateway, Doorstep Banking, and Working Capital Deliver superior sales and service processes for premier CA clients and share feedback with the product team for enhancement Ensure a differentiated and seamless customer experience that aligns with the bank's value proposition Business Understanding & Risk Awareness Maintain detailed knowledge of clients business nature and models to identify opportunities and risks Position banking solutions in alignment with customers key business requirements and challenges Ensure maintenance of minimum business thresholds and continuous monitoring of customer engagement Collaboration & Team Contribution Work effectively in a cross-functional team environment to achieve shared goals Coordinate with internal stakeholders for efficient service delivery and business development

Role & responsibilities Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products Superlative client servicing standards & rigor in managing the relationship Thorough understanding of transactional and commercial banking products Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our YFB value proposition & also ensure maintenance of minimum YFB threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment

Role & responsibilities Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products Superlative client servicing standards & rigor in managing the relationship Thorough understanding of transactional and commercial banking products Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our YFB value proposition & also ensure maintenance of minimum YFB threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment

We are looking for a dynamic and customer-focused Relationship Manager under the Young Professionals Program to manage retail banking customers, drive business through cross-selling of banking products, and ensure superior customer service at the branch level. Key Responsibilities: Build and maintain strong relationships with walk-in and existing customers at the branch. Promote and sell a range of banking products such as savings accounts, current accounts, term deposits, credit cards, insurance, mutual funds, and other third-party offerings. Conduct outbound calling and field visits to acquire new customers and deepen existing relationships. Understand customer needs and offer appropriate financial solutions. Ensure strict adherence to KYC norms and all internal compliance policies. Meet assigned sales and revenue targets within stipulated timelines. Handle routine customer service requests and coordinate with backend teams for timely resolution. Skills Required: Strong communication and interpersonal skills Sales-oriented mindset with a focus on targets Fundamental understanding of retail banking products and services Excellent customer engagement and relationship-building abilities Proactive approach with a willingness to perform field sales activities when necessary

Role Summary: The role holder is responsible for managing and deepening relationships with existing clients and acquiring new ones. Acting as a single point of contact, the Relationship Manager will enhance customer engagement and drive business growth by offering tailored banking and investment solutions. Key Responsibilities: Relationship Management Manage and grow the banking and investment portfolio from branch/retail customers. Develop and expand customer relationships with service levels exceeding expectations. Identify and nurture potential revenue opportunities within existing and new relationships. Generating Incremental Business Achieve sales targets across liabilities, retail assets, business banking, forex, cards, and investment products. Proactively sell the full range of financial products to new and existing clients. Increase CASA balances through deepening or acquisition. Drive product and channel penetration to enhance customer relationship value. Customer Engagement Ensure consistent engagement with mapped clients to maintain portfolio quality and desired relationship values. Investments Assess financial needs and offer suitable products with transparency. Generate fee-based revenue through mutual funds, insurance, and investment products. Audit & Compliance Adhere to internal policies and regulatory guidelines (RBI/SEBI/AMFI/IRDA etc.) during client acquisition and servicing. Self-Management Set and monitor annual performance goals in alignment with management expectations. Identify skill gaps and actively work on learning and professional development. Stay updated on industry trends and practices relevant to the role. Risk & Compliance Follow all internal risk control policies and processes to mitigate operational, financial, and reputational risks. Support audit processes by maintaining necessary documentation and internal control systems.

You should have a strong expertise in Private Equity (Private Credit & Private Lending) with exposure to offshore LP reporting or investor communication being an added advantage. Your knowledge should encompass financial markets, financial accounting, reporting, and web research. It is essential to have expertise in General ledger accounting, Reporting & NAV Calculations, and a good understanding of Private Equity Fund of Funds, Hedge, and Mutual Funds would be desirable. Your responsibilities will include origination and evaluation of private credit and private lending opportunities, conducting detailed financial, credit, and operational due diligence. You will also interact with internal and external auditors, work closely with finance and operations teams for proper valuation, reporting, and audit support, and actively manage restructuring and workout situations if required. Adopting industry best practices, interpreting ongoing regulatory changes, consolidating various reporting requirements, and connecting with clients for quality and timelines for Adhoc deliverables are key aspects of this role. You will be expected to ensure all supervisory responsibilities are carried out as per stakeholder requirements and client requirements, and that all reporting tasks are performed according to agreed process guidelines. Tracking changes, suggesting improvements, and effectively managing processes during crisis (BCP) are also part of the role. As a Senior Manager in Asset Management, you will work in the ITES/BPO/KPO industry, specifically in the ITES/BPO/Customer Service functional area. A graduation degree is required for this full-time, permanent position. Key skills include Asset Management and Private Equity. Job Code: GO/JC/682/2025 Recruiter Name: Maheshwari Balasubramanian,

You will be joining the CFT team as a skilled team member responsible for managing Retirals Trusts investments, financials, and other related functions of MSIL Provident Fund, Gratuity Fund, and Superannuation Fund Trusts. Your role will involve a deep understanding of financial markets, credit risk, liquidity risk, and more. Your responsibilities will include: - Monitoring cash flow forecasting and liquidity planning for retiral trust & for MSIL - Formulating and implementing strategies for equity and debt investments in G-sec, SDLs, corporate bonds, and mutual funds - Analyzing and proposing investment proposals for perusal to senior management ensuring compliance to EPFO/ other regulatory requirements - Dealing with various brokers/ market participants for purchase/sale of securities (G-sec, SDLs, corporate bonds) - Post-investments monitoring of credit quality analysis of Investment portfolio and related sectors - Exploring alternate investments opportunities to optimize returns - ALM management for retiral fund investments - Coordinating with market participants to understand developments impacting retirals trust - Managing operational aspects and related accounting for investment activities Additionally, you will be responsible for: - Monitoring cash flow forecasting and liquidity planning for retiral trust & MSIL - Record keeping and management of transactions related to Investment of retiral trusts - Periodic reconciliation of Investment register - Timely submission of data for actuarial valuation of Investment of Retirals trust - Preparation and finalization of financial statements of retiral trust, ensuring compliance with EPFO/Income tax/other regulations - Dealing with internal and external stakeholders including auditors - Exploring strategies for Equity and Debt portfolio churning to improve the return on Investment Other responsibilities will include identifying opportunities for digitization and automation to optimize processes, using tools like Power BI, Power Automate, and being ready to take up challenging assignments as required.,

We are looking for a Research Analyst to join our leading financial distributor team in Surat. As a Research Analyst, you will be responsible for conducting structured fund analysis, performance evaluation, and due diligence to support our mutual fund distribution business. Your role will involve maintaining accurate fund data, generating insightful research reports, classifying funds based on various parameters, and engaging with fund houses to understand and track their investment strategies. Key Responsibilities: Data Management & System Updates: - Verify and reconcile fund classification, categories, and benchmark alignment. - Maintain qualitative and quantitative data of mutual fund schemes. Fund Analysis & Classification: - Develop frameworks to classify funds based on style, market cap, strategy, and factor orientation. - Evaluate fund performance using risk ratios like drawdown, Standard deviations, etc. - Track fund rankings and performance consistency across rolling periods and peer comparisons. Research Report Generation: - Prepare periodic research reports covering fund consistency, risk measures, industry trends, and new fund offers analysis. - Provide research support for internal teams, distributors, and clients. AMC Interaction & Process Understanding: - Schedule and attend meetings with fund house CIOs, FMs, and analysts to understand investment philosophy and process. - Document fund house processes, team structure, and adherence to investment mandates. - Flag significant changes in fund strategy, manager, or process. Monitoring & Compliance: - Track fund consistency with investment objectives and highlight any red flags. - Identify strategy shifts, style drifts, or underperformance. This is a full-time, permanent position with benefits such as health insurance, provident fund, day shift schedule, performance bonus, and yearly bonus. The ideal candidate should have at least 1 year of experience as a Mutual Funds Analyst. The work location will be in person. If you are detail-oriented, dynamic, and passionate about mutual fund analysis, we encourage you to apply for this exciting opportunity.,

The Center Insurance Manager plays a crucial role in leading a team of insurance sales professionals, driving sales strategies, and achieving business goals. You will be responsible for overseeing the sales operations, ensuring exceptional customer service, and fostering a high-performing sales culture within the center. Your role demands strong leadership and strategic thinking to meet sales targets and contribute to the organization's success. Key Responsibilities Develop and execute sales strategies to meet and exceed sales targets. Lead, mentor, and motivate the sales team to achieve individual and collective goals. Ensure efficient operation of the sales center, including staff scheduling, training, and performance management. Build and maintain strong client relationships through proactive communication and excellent service delivery. Monitor and analyze sales performance metrics, providing regular reports and insights to senior management. Collaborate with internal stakeholders to enhance product knowledge and promote cross-selling opportunities. Resolve customer escalations and complaints with professionalism and a focus on problem resolution. Stay updated on industry trends, market changes, and competitor activities to identify opportunities and threats. Conduct regular performance evaluations and provide constructive feedback to optimize individual and team performance. Implement and uphold company policies and procedures, ensuring compliance and ethical conduct within the sales center. Required Qualifications Bachelor's degree in Business Administration, Marketing, or a related field. Proven experience in insurance sales, with at least 4 years in a managerial or supervisory role. Demonstrated track record of meeting and exceeding sales targets within the insurance industry. Strong knowledge of insurance products, regulations, and industry best practices. Excellent leadership, communication, and interpersonal skills. Proficiency in sales management tools and CRM software. Strategic thinker with a data-driven approach to decision-making. Ability to thrive in a fast-paced and dynamic sales environment. Proactive problem-solving abilities and resilience in the face of challenges. Professional certifications in sales or insurance management will be advantageous. Skills: sales management, team leadership, insurance, sales, B2B sales, sales strategies, communication, management, mutual funds, cross-selling, financial advisory.,

Market Mantra Chronicles is a leading finance company based in Mumbai and Jalgaon, offering expertise in investments, financial planning, mutual funds, stocks, and insurance solutions tailored to individual financial goals. With a diverse client base spanning major cities in India and globally, we provide personalized strategies to help clients achieve their financial aspirations. Our dedicated team is committed to guiding clients towards financial success. We are currently seeking a full-time Sales Executive for our Thane office in Mumbai. The Sales Executive will play a key role in identifying potential clients, managing client relationships, and driving sales of our financial products, which include investments, mutual funds, stocks, and insurance solutions. Responsibilities include conducting market research, meeting sales targets, and collaborating with the marketing and financial planning teams to deliver customized financial solutions to clients. The ideal candidate will have a proven track record in sales, specifically within the financial products and services sector. Strong communication and interpersonal skills are essential, along with the ability to conduct market research and analyze trends. Experience in client relationship management and a solid understanding of investments, mutual funds, stocks, and insurance solutions are required. A Bachelor's degree in Finance, Business Administration, or a related field is preferred. The ability to work independently and as part of a team, coupled with strong organizational and time management skills, are also important for success in this role. If you meet the qualifications and are interested in joining our dynamic team at Market Mantra Chronicles, please email us at pchaudhari257@gmail.com.,

As a Business Development Executive, your primary responsibilities will include logging-in proposal and application forms for all business verticals on a daily basis using the existing system provided. You will also be responsible for logging-in and issuing policies, daily monitoring of existing processes to ensure completion within defined Turn-Around-Time (TAT), and maintaining business quality to reduce error rates and maximize revenue. Additionally, you will be involved in business solicitation and lead generation activities. In terms of Cash Management, you will be tasked with accepting premiums, issuing money receipts as per current Head Office guidelines, verifying cash during premium acceptance, and ensuring the authenticity of third-party cheques. You will also be responsible for accounting business collections at the branch office, banking collections within defined TAT, and maintaining accurate records. Your role will also involve Sales Management, where you will be expected to identify potential customers, establish business relationships, and conduct various relationship-building exercises such as key customer meetings and product presentations. Meeting individual revenue targets as set from time to time will be a key performance indicator. Ensuring Regulatory and Internal compliance of defined processes, adherence to the Code of Conduct, and meeting TAT requirements will fall under Regulatory & Compliance responsibilities. Customer Servicing duties will include accepting and processing customer service requests within defined TAT, resolving customer inquiries and grievances following laid down guidelines, tracking renewal dues for all business verticals, and providing post-sales services. Administratively, you will be responsible for performing timely Start-Of-Day (SOD) and End-Of-Day (EOD) procedures in the existing system provided on a daily basis. Additionally, you will provide administrative support to the branch in coordination with the Head Office and handle keys to the branch safe and premises. Qualifications for this role include strong business development, sales, and negotiation skills, knowledge of insurance products, mutual funds, and financial services, excellent communication and interpersonal abilities, the capacity to analyze market trends and opportunities, and a proven track record of meeting and exceeding sales targets.,