4687 Mutual Funds Jobs - Page 42

About The Role Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

Job Role: Responsible for NTB acquisition of customers. Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to higher product category Responsible for cross-selling of various products like TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc. @ minimum 2 per day. Job Requirements: Blend of service and sales orientation MBA Graduate

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

Overview Job Title: Relationship Manager Company: Eureka Outsourcing Solutions (EOS) - Aditya Birla Process Location: Majiwada, Thane, Maharashtra 400607 Job Type: Full-Time | Work from Office Industry: BPO (BFSI Process) Job Description: Eureka Outsourcing Solutions is hiring Relationship Managers for their Aditya Birla BFSI process. This role involves managing customer relationships through inbound/outbound calls, focusing on sales or service within the BFSI sector. Key Responsibilities: Handle inbound and outbound customer interactions professionally Promote and cross-sell financial products and services (insurance, mutual funds, NBFCs, etc.) Address customer queries and resolve concerns promptly Maintain quality communication and adhere to call center standards Eligibility Criteria: Education: 12th Pass / Graduate Experience: Minimum 2 years of call center experience in the BFSI sector (NBFCs, banks, insurance, mutual funds) Gender Preference: Female Communication: Must have English Versant 6 level (good communication skills mandatory) Job Details: Shift Timing: Day Shift | 9:30 AM to 6:30 PM Working Days: Monday to Saturday Weekly Off: 1 rotational off Salary: As per last drawn (Open Bracket) Interview Mode: Face-to-Face Before applying for this position you need to submit your online resume . Click the button below to continue.

Overview Telecalling for our Mutual Fund, Stock Market and Loan Services Convert leads, build client relationship and sell services Explain the customers about the products, its features and benefits Tagged as: communication, telecalling, telesales Before applying for this position you need to submit your online resume . Click the button below to continue. About Rukmani Financial Services Rukmani Financial Services, founded in December 2021, is committed to helping clients fulfill their present and future financial goals, improving their lives along the way. Founded by Mr. Vaibhav Agrawal, an authorized business partner of JM Financial Services Ltd, he brings over 22 years of rich experience in the Stock Market and Financial Services industry. His extensive background includes notable experience with top organizations like HSBC Bank, HDFC Bank, Reliance Capital, and PNB Housing Finance Ltd. Mr. Vaibhav Agrawal, founder of Rukmani Financial Services has tie up with corporate DSA like Ruloans Distribution Private Limited having Tie-up with major Nationalized Banks, Private Banks and NBFCs. He is also an authorized business partner of JM Financial for Stock Market services. Related Jobs Business Development Executive Emerge IT Solution Bengaluru Full Time 2024-01-12 Telesales Executive OMRA SOLUTIONS IT & Software Company Noida, Uttar Pradesh Full Time 2023-06-08 Customer Supoort Executive Webvio Technologies Private Limited Kolkata, West Bengal Full Time 2023-06-27

"Relationship & Account management, origination & execution for corporate banking related products Assets, DCM, FX & GTS etc. "Deeper penetration of groups across banking products including cross sell of Salary, Privy etc. "Develop deeper understanding of business, making detailed account plan, group presentations & wallet etc. Target all group companies in the group across locations. Increase penetration & wallet share "Able to network internally (Credit, Legal & operations) & also externally with customers & structuring solutions "To develop relationships with Key persons in the groups, acquire new customers & build client confidence "To be solution oriented, proactive in approach & alert in spotting opportunities "Grooming of RMs to prepare them for future growth. "Anticipating market trends pertinent to the target customer group allocated "Maintains a culture of integrity at the workplace by making decisions that abide by the highest moral ethics "Up to date with legal and banking regulations and policies to suggest corrective measures for self and team "Creates a culture that supports RMs to make informed business decisions regarding credit risk Job Requiorements "Graduate/CA MBA in finance/Marketing "12-15 Years of relevant banking experience "Team leading experience of 4-6 years "good understanding of financial products, Credit & industries "Should have handled corporate clients for last few years

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

Role & responsibilities 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 clients. 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. Preferred candidate profile As per Industry

Direct Responsibilities : Responsible for gathering assets for investment productssuch 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 asset collection. • Ensure 2-3 client meetings are done per day within your territory.

Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. Do Support process by managing transactions as per required quality standards Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue Update own availability in the RAVE system to ensure productivity of the process Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions Follow standard processes and procedures to resolve all client queries Resolve client queries as per the SLAs defined in the contract Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients Identify and learn appropriate product details to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Maintain and update self-help documents for customers to speed up resolution time Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by complying with service agreements Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks

About The Role Position Job Title (Proposed) NA Designation EVP Function Business Head Segment Custody Division BFIG Grade M7/M8 Reporting To Sachin Samant Location Mumbai About the Company/Business Off shore Custody is an important vertical in BFIG offering custody and clearing services to Funds, FPIs, Hedege Funds Specification What are the areas (in quantitative terms) the job has an impact on Leading a team of 5/6 RMS Key Deliverables Business Development in Offshore Area in Institutional Client Be responsible for P&L of the verticle Explore new opportunities in terms of product ideas Relationship with support-teanms Relationships Good Understanding of Capital Markets, Regulations, Settlement Clearing and Custody process Have some connects and network with clients, market, regulators, consultants Qualification and Experience Post Grad MBA or CA Minimum 8 to10years" Experience in Custody, or institutional-brokerage Job Skills Leadership Sales and negotiation Problem solving Clear understanding of regulations and setllement

Job Role Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers. Sources new bank customers through Lead generation model and responsible for conversion from external field support Ensures high levels of customer service orientation and application of bank policy. Cross sells bank products to existing set of customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives prospective and existing clients through different Product Managers Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. About The Role Graduate with 4 -6 years of experience or Post Graduate with 2 -4 years of experience Certified in AMFI/IRDA Excellent communication skills Verbal & Written Flair for Sales Flexible to get scattered 8 Week Offs in a month with 9hours shift Good listening skills and strong communication abilities. attitude & works with integrity Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers

Role & responsibilities Direct Responsibilities 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 clients. 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 asset collection. Ensure 2-3 client meetings are done per day within your territory.

Drive mutual fund sales through effective branch management, customer engagement, and strategic planning. Manage and nurture a portfolio of HNI and retail investors. Ensure timely service, portfolio reviews, and investment advisory.

Job Role Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers. Sources new bank customers through Lead generation model and responsible for conversion from external field support Ensures high levels of customer service orientation and application of bank policy. Cross sells bank products to existing set of customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives prospective and existing clients through different Product Managers Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. About The Role Graduate with 4 -6 years of experience or Post Graduate with 2 -4 years of experience Certified in AMFI/IRDA Excellent communication skills Verbal & Written Flair for Sales Flexible to get scattered 8 Week Offs in a month with 9hours shift Good listening skills and strong communication abilities. attitude & works with integrity Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers

We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch receivables function. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Collaborate with internal stakeholders to resolve customer complaints and issues. Analyze financial data to identify trends and areas for improvement in the bank's receivables portfolio. Ensure compliance with regulatory requirements and company policies. Provide training and guidance to junior staff members on receivables procedures and best practices. Job Requirements Strong knowledge of accounting principles and financial regulations. Excellent communication and interpersonal skills. Ability to work effectively in a fast-paced environment and meet deadlines. Proficiency in Microsoft Office and other relevant software applications. Strong analytical and problem-solving skills. Experience working in a similar role within the BFSI industry is preferred.

We are looking for a highly motivated and experienced Tele Calling Executive to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-2 years of experience in the BFSI industry. Roles and Responsibility Handle customer inquiries and resolve issues professionally. Make outbound calls to promote products and services. Build strong relationships with customers through effective communication. Meet sales targets and achieve performance goals. Collaborate with internal teams to improve customer satisfaction. Provide excellent customer service and ensure high levels of customer retention. Job Requirements Any graduate degree from a recognized university. Proven experience in telecalling or customer service. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong problem-solving and analytical skills. Familiarity with banking products and services is an advantage.

Direct Responsibilities : Responsible for gathering assets for investment productssuch 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 asset collection. • Ensure 2-3 client meetings are done per day within your territory.

Client Engagement and Relationship Management: Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products. Profiling Customers and provide financial products to meet customer needs. Direct closely with Relationship Managers to support client portfolios and execute wealth management strategies. Market Research and Analysis: Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios. Direct Relationship Managers to identify cross-selling and upselling opportunities. Financial Planning and Reporting: Guide in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences. Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrix for client presentations Set and achieve cluster-level business targets, including revenue, AUM (Assets Under Management), and client acquisition goals. Management and Leadership:

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 3 to 8 years of experience in the BFSI industry, preferably with a background in Mutual Funds Collections. Roles and Responsibility Manage and maintain strong relationships with clients to ensure timely payments and minimize defaults. Develop and implement effective collection strategies to achieve business objectives. Collaborate with internal teams to resolve customer complaints and issues. Analyze market trends and competitor activity to identify new business opportunities. Provide excellent customer service to build trust and loyalty. Identify and mitigate potential risks to ensure compliance with regulatory requirements. Job Requirements Strong knowledge of Mutual Funds and collections processes. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with cross-functional teams. Familiarity with industry regulations and standards.

We are looking for a highly skilled and experienced Credit Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-15 years of experience in the BFSI industry. Roles and Responsibility Manage credit portfolios and make informed decisions on loan approvals. Conduct thorough credit assessments and risk analyses. Develop and implement effective credit policies and procedures. Collaborate with cross-functional teams to achieve business objectives. Monitor and report on credit performance metrics. Identify opportunities to improve credit processes and operations. Job Requirements Strong knowledge of credit principles, practices, and regulations. Excellent analytical, communication, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in credit software and systems. Strong attention to detail and organizational skills. Ability to build relationships with clients and stakeholders. Location - Kanniyakumari,Madurai,Marthandam,Tirunelveli

Job Role: " To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. " This ski Description for Internal Candidates Job Role:" To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors.Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. " This skill will also do sales with assigned customer based mapped to them." Measure of outcomes NPS, Service Level, Service Quality and Sales." Responsible for quality communication and customer servicing within laid down productivity and service benchmarks." Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues." Complete the logs specified by the process (End-of-day target)." Adherence to Information Security norms & quality process norms. " To be aware of and comply with any updates about the process." Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements: " Should be a least graduate." No western line candidates to be scheduled, kindly hunt profiles residing near to Thane." Should not have employment gap for more than a month." Should have at least completed a year in current org." Better soft skills conversational skills and English versant scores 7+. " Flexible to work on rotational week offs.Same Posting Description for Internal and External Candidates

About The Role Job Role: Team Leader " Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio." Collaborating with fulfilment teams to ensure best in class conversion ratios." Ensure availability of trained manpower to maintain production at 100% capacity." Meet cost to income ratios as determined by Score card." Adherence to Standards of Performance. " Meeting Customer Satisfaction index as measured through NPS surveys.Job Requirements:" Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees." People management skill essential." Experience in working in a tele-sales or relationship management in BFSI preferred." Certified in AMFI/IRDA." Good listening skills and strong communication abilities." Team Player. Job Role: VRM Officer " To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors.Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets." This skill will also do sales with assigned customer based mapped to them." Measure of outcomes NPS, Service Level, Service Quality and Sales." Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. " Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues." Complete the logs specified by the process (End-of-day target)." Adherence to Information Security norms & quality process norms." To be aware of and comply with any updates about the process." Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements: " Should be a least graduate." No western line candidates to be scheduled, kindly hunt profiles residing near to Thane." Should not have employment gap for more than a month." Should have at least completed a year in current org. " Better soft skills conversational skills and English versant scores 7+." Flexible to work on rotational week offs.

We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2 to 7 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch's receivables. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Collaborate with internal teams to resolve customer complaints and issues related to payments. Analyze financial data to identify trends and areas for improvement in the bank's receivables. Ensure compliance with regulatory requirements and company policies. Maintain accurate records and reports of all transactions and interactions with customers. Job Requirements Strong knowledge of accounting principles and practices. Excellent communication and interpersonal skills. Ability to work effectively in a fast-paced environment and meet deadlines. Proficient in Microsoft Office and other software applications. Strong analytical and problem-solving skills. Ability to maintain confidentiality and handle sensitive information. Experience working in a similar role within the BFSI industry is preferred. Additional Info The selected candidate will be required to provide excellent customer service and ensure customer satisfaction.