15429 Mutual Funds Jobs - Page 40

Role & responsibilities Responsible for acquiring preferred clients (Affluent & Super Affluent). Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio. Deepening the wallet from existing clients. Track the Affluent & Super Affluent Client segment in the market for new client acquisition. Research, investigate and update themselves on available investment opportunities/financial market trends. Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients. Conduct and assis...

MANDATE REQUIREMENTS: 1. LI experience 2. Open architecture experience 3. Graduate 4. own vehicle

Roles and Responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential Bank HNI/NRI Relationships. • Drive...

Job description Job Description: Area Head Signature Banking Education :MBA / Post Graduate Degree in Financial/Accounting/ Banking, Marketing or equivalent AMFI / NISM certified Experience : 8+ years work experience in High Net worth Client Handling & Acquisition Experience in managing teams will be preferred Key Skills : Sales Management, Strong interpersonal and communication skills English &Vernacular Exceptional leadership and team management skills Good networking skills ability to start relationships and guild rapport Ability to plan and deliver business goals Experience in financial services good knowledge of wealth management, TPP, Assets domain Process Orientations self-discipline ...

Urgent Hiring Motilal oswal - Premium / Mutual funds Sales Versant 5 excellent communication skills Freshers can apply Shift 9.30 to 6.30 / Sunday fixed off Salary: 25,000 to 28,000 in hand (33 CTC) Required Candidate profile Qualification :Graduates mandatory Immediate Joining required Contact for more information (Call /WhatsApp) HR Rajvardhan - 7030023437 Perks and benefits High Salary Package !

Post : Senior Relationship Manager • Opportunity for BFSI sales experts! • Interact with customers, convert leads, and exceed sales targets. • 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Graduation • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 9558211656 HR Mohit Perks and benefits Incentive + PF + Mobile with Several

You have to sale life insurance policy by convincing following type of Customers Walking customers Existing customers If Leads provided by Branch Your own contacts etc. You may have to visit customers if required Required Candidate profile Experience : Minimum need 1 Year experiences in sales and marketing Graduation is mandatory Good Communication skills Candidate Must be Local Age :- 23 to 38 Year Perks and benefits PF Life insurance Group insurance

Work at a branch to promote and sell life insurance policies to walk-in and existing customers, branch-provided leads, and by generating your own leads. Customer visits in the market or field may be required as part of the sales process. Required Candidate profile Designation: Associate Manager Education: Graduate in any stream Age Limit: 23 to 38 Years Experience : 1 Year Banking Sales Experience

CTC: 3.5 LPA + Attractive Incentives + Travel Opportunities (Domestic/International) + Fast-Track Promotions Reach out to existing customers through provided leads (field-based role) Understand customer needs and recommend suitable insurance products 100% leads provided by the branch/reporting manager

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and provide personalized banking solutions to meet their financial needs. Identify new business opportunities through cross-selling of retail liabilities, priority banking products, mutual funds, and other relevant services. Develop and maintain strong relationships with existing clients to increase wallet share and product penetration. Collaborate with internal teams to resolve client issues and improve overall customer satisfaction. Meet or exceed monthly targets for sales growth, revenue generation, and portfolio expansion.

Hi, Hiring RM- Mutual Funds Sales (B2B) - Banca channel ON Role Minimum 1 Year Mutual Funds Sales Experience required. More Information Contac HR. Srinivas - 7386568139 Call / WhatsApp. your resume Key Responsibilities Sales Management Achieve sales targets through assigned banks branches. Product Advisory Suggest suitable mutual fund products to bank teams based on investor needs. Understand distributor portfolio trends and use a focused approach while selling. Regular Engagement Stay in touch through calls, meetings, mailers, and group sessions. Share marketing materials like factsheets, brochures, and product updates regularly. Service Support Provide quick and efficient service to partne...

Responsibilities: Mutual funds advisory to HNIs Prospect for new sales leads and close sales Qualifications: 2-8 years of work experience with Mutual Funds and PMS Compensation: 27,000 - 47,000 in-hand Location - Sector 3 Noida Travel allowance Mobile bill reimbursements Leave encashment Sales incentives Performance bonus Life insurance Health insurance

Roles and Responsibility Develop and implement effective sales strategies to achieve business objectives. Build and maintain strong relationships with key stakeholders, including educational institutions and organizations. Identify new business opportunities and expand existing client relationships. Collaborate with cross-functional teams to drive growth and revenue. Provide mentorship and guidance to junior team members. Analyze market trends and competitor activity to stay ahead in the industry. Job Requirements Proven track record of success in institutional sales and mentoring. Strong understanding of the education sector and its dynamics. Excellent communication, negotiation, and interp...

Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospectsmatching their investment needs Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share Stay up to on industry trends and identify new market opportunities Build and maintain relationships with key clients, communicate effectively and demonstratedeep understanding of customer needs and knowledge of mutual fund market and products Ensure and adhere to compliance and regulatory guidelines for the region

Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospectsmatching their investment needs Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share Stay up to on industry trends and identify new market opportunities Build and maintain relationships with key clients, communicate effectively and demonstratedeep understanding of customer needs and knowledge of mutual fund market and products Ensure and adhere to compliance and regulatory guidelines for the region

Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospectsmatching their investment needs Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share Stay up to on industry trends and identify new market opportunities Build and maintain relationships with key clients, communicate effectively and demonstratedeep understanding of customer needs and knowledge of mutual fund market and products Ensure and adhere to compliance and regulatory guidelines for the region

Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospectsmatching their investment needs Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share Stay up to on industry trends and identify new market opportunities Build and maintain relationships with key clients, communicate effectively and demonstratedeep understanding of customer needs and knowledge of mutual fund market and products Ensure and adhere to compliance and regulatory guidelines for the region

ROLES & RESPONSIBILITIES: - JD Sales Manger: Manage, build and drive a sales team who will be responsible for new client acquisition & margin collection Meet the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery of customized wealth advise to HNI customers Periodic review of clients portfolio to ensure that they are in line with clients investment objectives Conduct periodic trainings on products and process for the team To schedule your interview send your CV through WhatsApp (number mentioned below) HR Avdhut: 7796426971

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Cent...

Job Role: Virtual Relationship Manager (VRM) Kotak Mahindra Bank Location: Wagle Estate, Thane Employment Type: Full-time Department: Banking Sales Payroll: Directly on Kotak Mahindra Banks payroll Eligibility Criteria: Gender: Male/Female candidates can apply Eperience: Minimum 1 year of experience in banking sales or BPO voice process with sales exposure No freshers will be considered No employment gap of more than 6 months Education: Graduate (any stream) Age: 18 to 32 years Communication Skills: Excellent verbal communication in English Good with mathematical calculations Well-groomed and polished, with customer interaction skills Preferred Background: Prior experience in BPO voice proce...

Key Responsibilities & Accountabilities : Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as and when required. Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good commun...

Key Responsibilities & Accountabilities : Will be responsible for primarily selling Equity based investment products Responsible for identifying customer needs, assessing their risk appetite and providing them investment options Responsible for achieving targets as assigned by the organization on a monthly basis Provide regular updates to the immediate superior as an when required Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good communicati...

Key Responsibilities & Accountabilities : Will be responsible for primarily selling Equity based investment products Responsible for identifying customer needs, assessing their risk appetite and providing them investment options Responsible for achieving targets as assigned by the organization on a monthly basis Provide regular updates to the immediate superior as and when required Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage Should have good communicatio...

Key Responsibilities & Accountabilities : Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as and when required. Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good commun...

Key Responsibilities & Accountabilities : Will be responsible for primarily selling Equity based investment products Responsible for identifying customer needs, assessing their risk appetite and providing them investment options Responsible for achieving targets as assigned by the organization on a monthly basis Provide regular updates to the immediate superior as and when required Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage Should have good communicatio...