11602 Mutual Funds Jobs - Page 40

Motilal Oswal- MUTUAL FUNDS SALES* - Mutual Funds Sales Representative - Good Communications Skills - Outbound calling - Shift- 9:30am to 6:30pm - Week Off: Sunday Fixed - Graduation mandatory - Salary: 14,000 To 23,000+incentive Required Candidate profile -Fresher/Experience can apply -Only Graduates How To Apply To schedule your interview Call or send your CV through WhatsApp HR Rutuja:-9822687351 Perks and benefits Competitive Salary with unlimited Incentives.

Channel Sales Manager | 2–8 yrs exp Strong knowledge of Mutual Funds, SIPs, FDs, Fixed Income, PMS & NCDs. Responsible for channel development, sales growth, and preparing regular reports, forecasts & analysis. share resume@ sampada.sutar@successr.in Required Candidate profile Proven exp in channel sales, ideally in Investment & Finance Results-driven with exceeding targets Willing to travel Strong knowledge of Mutual Funds, Insurance, SIPs, FDs, Fixed Income,& PMS products

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to us...

Role Overview: As a candidate with experience in Mutual Funds, you will be responsible for ensuring that all sales targets are met, including market share, assets under management, gross and net sales, number of customer accounts, transactions, and SIPs. You will also be tasked with developing new markets adjacent to the base city, acquiring and managing high net worth customers, appointing distributors, and managing relationships with banks and national distributors. Additionally, you will be expected to implement sales and distribution initiatives, report progress to the Regional Head, manage a team of sales and distribution staff, and train internal sales teams and distributors. Key Respo...

As a Relationship Manager - Sales (Mutual Funds) in Guwahati, Assam, you will play a crucial role in acquiring new clients, fostering strong relationships, and assisting investors in achieving their financial objectives through appropriate mutual fund solutions. **Key Responsibilities:** - Identify and onboard new clients by actively reaching out to potential prospects. - Cultivate and nurture lasting relationships with current clients, delivering personalized service to cater to their investment requirements and goals. - Perform thorough client needs assessments to grasp their financial objectives, risk tolerance, and investment preferences, and suggest suitable mutual fund products. - Educ...

As a Business Development Associate (BDA) at Franklin Templeton in Jaipur, your role is crucial in driving mutual fund sales and distributor engagement. Your responsibilities will include: - Sales & Relationship Management: - Drive sales by managing relationships with Individual Distributors (IFAs) and National Distributors (NDs). - Achieve assigned sales targets by engaging with distributors and ensuring consistent business growth. - Client Engagement & Meetings: - Conduct one-on-one meetings and group interactions with distributors to strengthen relationships. - Actively participate in branch-level sales enablement activities, such as Investor Awareness Programs and Distributor Large-Forma...

As a candidate for this role, you will be responsible for generating leads, acquiring customers, and conducting field work. You should have a strong understanding of financial products such as mutual funds and portfolio management services, as well as basic knowledge of MS-Excel. The ideal candidate will have a graduate or post-graduate degree and at least 2 years of experience in the share market. Please note that male candidates are preferred for this position. Work Location: In person,

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Mutual funds Executive-Bangalore Job Description Graduate with a keen interest in stock markets and financial analysis Department : Mutual Funds Experience : 2-5 Location : Bangalore Apply

Equity Dealer - Bangalore Job Description Equity dealer Department : Trading Experience : 1-2 Location : Bangalore Apply

As a Manager in the Corporate Employee Solutions vertical, you will be responsible for driving business growth by enhancing the deposit pool, cross-selling ficial products, and ensuring high standards of service delivery across mapped branches. This role involves managing productivity, compliance, and profitability while building strong relationships with corporate clients and internal stakeholders. You will play a key role in promoting third-party products (TPPs) such as mutual funds and insurance, generating fee income, and ensuring regulatory compliance. The position demands leadership, strategic thinking, and a hands-on approach to branch administration and customer engagement. Drive enh...

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products. The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement. The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management. Acquire new HNI customers for retail loan products and banking services. Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc. Build and grow CASA book size by onboarding quality cust...

Role name and description Tax Analyst -Analyst main responsibility is to validate client data, Study cash flow, portfolio and crude financial data provided by client, and prepare a draft income statement and balance sheet. You will work on computation of economic allocations and tax returns, security analysis, other tax adjustments and tax return preparation for Hedge funds and Mutual Fund clients and preparing financial statements for (CDO) clients. The opportunity When you join EY GCR team, you will be at the heart of EYs critical mission to build a better working world by applying knowledge skills and experience in assisting clients in meeting their business Purpose. Your key responsibili...

Bakingo ( A Brand of FA Gifts Pvt Ltd) is looking for Senior Executive to join our dynamic team and embark on a rewarding career journey Strategic Planning: Participate in developing the organization's long-term strategic goals and objectives Identify opportunities for growth and improvement and develop strategies to achieve them Leadership and Management: Provide leadership and guidance to teams and departments within the organization Set goals, monitor performance, and ensure effective execution of plans Foster a positive work culture and motivate employees to achieve their best Decision Making: Make critical decisions that impact the organization's direction, resources, and operations Ana...

We are seeking a digital marketing professional to drive investor acquisition, engagement, and retention through data-driven campaigns, personalized communication, and seamless digital experiences. This role is pivotal in driving investor awareness, increasing transaction volumes, and enhancing experiences for both customers and distributors through data-driven campaigns, platform optimization, and cross-functional collaboration. Digital Acquisition & Campaign Management: Plan, execute, and optimize SEO, SEM, programmatic, social, and other performance marketing campaigns targeting defined investor segments. Drive conversion optimization to maximize ROI on marketing spend. Monitor campaign p...

Must knowledge of the UK insurance industry ( London Market ) Gathering and updating the data into the client systems Evaluate incoming applications, interpret necessary information for completing assigned tasks Indexing and filing of documents electronically on Provided Systems Contact relevant parties to obtain missing information (as necessary)

Must knowledge of the UK insurance industry ( London Market )Gathering and updating the data into the client systemsEvaluate incoming applications, interpret necessary information for completing assigned tasksIndexing and filing of documents electronically on Provided SystemsContact relevant parties to obtain missing information (as necessary)

Proficient with English language Resources having prior experience, preferably insurance US Shifts Back-office processing Basic computer and keyboard skills Numerical ability Good comprehension skill MS Office skills Team player Quick learner Should be able to read and comprehend request

Salary: 3-4L per annum, basis the experience and suitability of the candidate. CFPs / CFP pursuant ONLY. Company Description CAGRfunds is a wealth management company that simplifies the investing decision making process. Their solutions are customized to individual investment goals and provide easy-to-understand reports to track investments efficiently. The company's team of experts conducts in-depth research on various investment opportunities within mutual funds. Role Description This is a full-time on-site role for a Manager - Investments & Client Relations located in Mumbai at CAGRfunds. The role involves working closely with existing clients. This role does NOT involve any sales aspect....

Job description of Sales Relationship Manager Preferable Product: Stock Broking, Mutual Funds, Insurance ( Sales personnel handling Direct as well as B to B channel ) Preferred Skill Set: -Logical and analytical approach to Sales -Convincing power -Experience & Knowledge of handling B to B channel in Stock Broking / Mutual Funds / Life / Insurance business -Relationship oriented approach and should possess high energy levels -Client centric approach -Analytical mind with solution providing approach Job Description: Acquisition of Direct Clients as well as Business Associates for Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business Responsible for achieving his individual T...

Responsibilities: Manage client portfolios through investment strategies, portfolio reviews and service Acquire new clients Achieve income targets by sales Making product reports for Mutual funds Focusing on Self learning and development Sales incentives

Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Foc...

Hire and develop a team of advisors Drive sales and business growth through the team Motivate and guide advisors to achieve goals Provide ongoing training and support Required Candidate profile Graduation Complete Ability to achieve the sales target Basic Understanding of BFSI/Products 2+ years of Experience in any Fieldsales Contact Us : Hetal K. I HR Team Phone/WhatsApp: +91 9510776003 Perks and benefits Career progression opportunity

Head of Strategic Finance Role Description The Head of Strategic Finance will be liable for setting the vision, building and managing the Strategic Finance team. The perfect candidate will have an investment banking and/or growth-investing background enlisted with extensive work experience at scaling technology businesses and very strong quantitative and analytical skills and provide a balanced combination of professional investment management and personalized financial planning to the organization. As Head of Finance you are expected to administer all financial tasks of the company and ensure that the capital and resources are used beneficially. You are required to create forecasting models...

Responsibilities: * Lead strategic growth in mutual fund and insurance distribution * Ensure compliance with regulatory standards * Manage full P&L responsibilities * Expand B2B2C and B2C networks using scalable, variable-payout models.