11602 Mutual Funds Jobs - Page 41

Join Bajaj Capital Ltd 60 Years of Financial Excellence With a legacy spanning six decades, Bajaj Capital Ltd has been a trusted name in wealth management and financial services across India. Our Prime Channel is expanding rapidly, and we are looking for experienced, ambitious professionals to join our journey of growth. Current Openings: Relationship Manager (RM) Senior Relationship Manager (Sr. RM) Branch Head Cluster Head Who Should Apply: Professionals from Mutual Funds (with strong AUM), Banking , Life Insurance (LI) , or General Insurance (GI) backgrounds. Individuals with a strong client base and proven expertise in wealth management and financial advisory . Why Bajaj Capital Ltd? Com...

Role & responsibilities Responsible for managing and growing the retail banking business within a cluster. To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT ...

As part of the Client Servicing team, you will be the champion helping IndiaMART achieve its vision of empowering businesses across India. In this role, you have the opportunity to develop and nurture strong relationships with our clients, assisting them on their path to success by understanding their business needs and recommending tailored solutions to facilitate their growth. In this role as an individual contributor, you will take charge of achieving monthly client retention and renewal targets, providing you with an excellent opportunity to demonstrate your skills and make a meaningful impact in the company's success. Key Accountabilities: Conduct daily 4-5 in-person client meetings to ...

Role & responsibilities Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing HNI UHNI clients Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients Cross-sell Trade & Fx, Wealth, Insurance products to clients Portfolio allocations, reviews & financial check-ups for each client according at defined frequency Ensuring adherence to Compliance processes and guidelines Preferred candidate profile Education ...

Level/Function: Lead Associate, Client Support Services Title: Lead Associate, Client Support Services About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses wh...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

JD Format Job Title AVC:Virtual RM - NRI Grade AM/DM/MGR Department Axis Virtual Centre No of Positions 1 Location Axis Bank Mumbai : CO No of Direct Reports NA Job Description Key Responsibility: Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them Provide premium customer service delivery to their mapped NRI portfolio Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services Responsible for up selling, cross- selling, providing regular market information and updates to the customers Manage the NRI portfolio through client outreach and continuous monitoring of client relationsh...

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...

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 custo...

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 custom...

As a Branch Manager in the Retail Liabilities vertical, you will be responsible for driving business growth, ensuring operational excellence, and delivering superior customer service. This role demands a dynamic leader with strong sales acumen, regulatory awareness, and the ability to manage a high-performing team. You will oversee the branch s profitability, compliance, and customer engagement, while also promoting cross-selling of ficial products Drive enhancement of the deposit pool from existing and new customers.Ensure high standards of customer service delivery across all touchpoints.Promote and achieve cross-selling targets for non-deposit products.Lead sales initiatives for Mutual Fu...

As a Branch Manager in the Retail Liabilities vertical, you will be responsible for driving business growth, ensuring operational excellence, and delivering superior customer service. This role demands a dynamic leader with strong sales acumen, regulatory awareness, and the ability to manage a high-performing team. You will oversee the branch s profitability, compliance, and customer engagement, while also promoting cross-selling of ficial products Drive enhancement of the deposit pool from existing and new customers.Ensure high standards of customer service delivery across all touchpoints.Promote and achieve cross-selling targets for non-deposit products.Lead sales initiatives for Mutual Fu...

As a Branch Manager in the Retail Liabilities vertical, you will be responsible for driving business growth, ensuring operational excellence, and delivering superior customer service. This role demands a dynamic leader with strong sales acumen, regulatory awareness, and the ability to manage a high-performing team. You will oversee the branch s profitability, compliance, and customer engagement, while also promoting cross-selling of ficial products Drive enhancement of the deposit pool from existing and new customers.Ensure high standards of customer service delivery across all touchpoints.Promote and achieve cross-selling targets for non-deposit products.Lead sales initiatives for Mutual Fu...

Role Overview: As a Wealth Relationship Manager you will be responsible for acquiring and managing High Net Worth Individual (HNI) and corporate clients for investment and wealth management products. The role involves proactive client acquisition through cold calling, field visits, and relationship management, with a focus on delivering customized investment solutions and driving business growth. Key Responsibilities Identify and acquire new clients through lead generation, networking, and field sales activities. Present and promote Jones Asset Managements wealth and logistic investment products to HNI clients. Conduct client meetings, portfolio discussions, and financial planning sessions. ...

Post : Business Development 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 • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 74358 61309 HR Hemaxi Perks and benefits Incentive + PF + Mobile with Several

Responsibilities: * Manage portfolio of high net worth clients * Acquire new HNIs through networking & relationship building * Provide private banking services with focus on wealth management

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

strong expertise in Mutual Funds, Insurance, Stocks, and other Financial Products, along with a proven track record of managing high-net-worth client portfolios and delivering exceptional investment advice. Required Candidate profile Minimum 5 years of experience in Wealth Management, Financial Planning, or Investment Advisory. In-depth knowledge of financial products including MFs, insurance, equities, bonds, PMS, AIFs, etc.

We are looking for a highly motivated and detail-oriented Finance Associate to join our team in the hospitality industry. The ideal candidate should have 0-2 years of experience. Roles and Responsibility Manage financial transactions, including accounts payable and receivable. Prepare and review financial reports, such as balance sheets and income statements. Develop and implement financial models to forecast revenue and expenses. Analyze financial data to identify trends and areas for improvement. Collaborate with cross-functional teams to achieve business objectives. Ensure compliance with financial regulations and standards. Job Requirements Strong understanding of financial concepts, inc...

Aspire Wealth Management is looking for skilled Share Market Dealers to handle Commodity and Equity segments. The ideal candidate should have completed NISM and Commodity Certification exams and have a passion for financial markets. Required Candidate profile Must have completed NISM and Commodity Certification exams Relevant experience preferred (Freshers with certifications can also apply) Knowledge of trading platforms and market operations

About the Role . Responsible for driving targets for Retail Fee products viz. Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers etc . Drive targeted product mix and persistency for insurance products to enhance profitability . Drive targeted level of branch and resource activation & productivity for achievement of Fee Revenue . Driving campaigns and contests launched locally or centrally to ensure achievement of the business volumes . Explore various avenues of increasing volumes through NTB / Referral for RFR business . Acquisition of new customers for RTFx business (Ne...

1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with them by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice. 3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent). 4) Maintaining client relationships and generate AUM from preferred clients. 5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 6) Helping team to Track the ...