8580 Mutual Funds Jobs - Page 43

1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and p...

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client s...

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing • Handle the walk-in customerthrough tie-up Banks. Required Candidate profile *For senior designation need banking - insurance experience Criteria : • Experience : Sales experience of 1+ years • Age: Between 21 to 45 years

Key Result Areas Supporting Actions Increase and sustain sales growth and AUM for the cluster Works with Regional Head to finalize the business plan for the financial year based on overall organizational agenda Strategizes and creates a roadmap to achieve the sales targets through increase in gross sales, net sales, AAUM and SIP count Collects market intelligence from competitors, clients and distributors to design sales strategies Business growth, distributor engagement and management Drives engagement for all channel partners in the cluster. Drives analysis to assess opportunity to engage new distributors for increasing market share Decides appropriate pricing of specific deals based on di...

Process:- IDFC Banking Process (Outbound Process) -Fresher/ experience both can apply -HSC pass can apply -freshers Salary-14,500k + incentives -Shift timing: 9:30am-6:30pm -Good communication required -looking for immediate joiner Required Candidate profile Qualification:- HSC Pass Location: Majiwada, Thane (w)- 400607 Contact Information Contact Person: HR Niranjan Mobile / WhatsApp: 8180837031 Perks and benefits High Incentives and growth opportunities !

Greeting from HDFC Bank!! We have urgent opportunity of Preferred & Imperia Relationship Manager base across Hyderabad. Job Locations: Across Hyderabad Note: Candidates having 6+ years experience in Banking and Wealth Management need to apply. Job Name - Preferred & Imperia Relationship Manager-RBB Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred/ Imperia rela...

Increasing the client base, revenue and market share in the branch. Increase the Pool & Base of UHNI, Large Self Trader clients and corporate customers, with the Team and Personal Network. Ensuring Dealer Productivity is as per the defined standards Manage relationships across the set of HNI clients and Corporate investors Cross Sell ABCs Products & Investment Products to attain clients needs and desired Profitability from Cross Sell segment. Key Result Areas: To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. To focus on Revenue & Profitability with achievement of target and Yield management. To maximize branch profits by achievi...

Retail Sales Execution Distributor Empanelment & Engagement Reporting and compliance Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes an...

Retail Sales Execution Distributor Empanelment & Engagement Reporting and compliance Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes an...

Achieving sales targets and increasing market share of the branch vis--vis the industry. Managing and maximizing business from Client Relationships through prompt service Identification & Engaging of new Distribution channel partners. Monitoring Compliance to enable high alignment with systems and practices. Overseeing Branch administration and monitoring branch issues to ensure a smooth delivery of service to clients. Providing relevant reports to management for assigned territory. Managing and monitoring team members for better productivity. Supporting Actions Maximising business in allotted territory through the distribution channel (IFAs, Banks, PSU, and NDs). Empaneling and activation o...

Retail Sales Execution Distributor Empanelment & Engagement Reporting and compliance Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes an...

Role Overview: As a Wealth Manager at FINVESTMENTS located in Noida, your primary responsibility will be to manage client portfolios, provide investment and insurance advisory, and ensure clients achieve their financial goals. This role involves investment advisory, financial analysis, client relationship management, and business development. To excel in this role, you should possess strong analytical abilities, sales acumen, and a client-centric mindset. Key Responsibilities: - Analyze client goals, risk appetite, and time horizon to recommend mutual funds, insurance products, and other financial instruments. - Construct and manage diversified portfolios aligned with client objectives. - Mo...

You are a self-motivated and self-driven individual with a passion for financial products and the stock market. You have a good understanding of various financial products, including mutual funds, stock markets, investment strategies, futures, and options. This on-site job is located at Netaji Subhash Place, Pitampura, Delhi. **Role Overview:** As part of this role, your key responsibilities will include: - Analyzing various financial and investment products. - Demonstrating a deep understanding of mutual funds, insurance products, and other financial investment products. - Conducting analysis on various mutual funds and evaluating their past performance. - Researching identified shares. - P...

Role Overview: You will be responsible for utilizing your strong SQL query writing skills for in-depth data analysis. As a Data owner, you will need to understand the end-to-end journey from both business and data perspectives. It is essential to have an understanding of Mutual Funds and Equity Markets, focusing on the impact of upstream changes and effectively communicating downstream impacts. Your role will also involve creating Data Catalogues and writing API contracts in Swagger. Key Responsibilities: - Deal with multiple stakeholders across different geographies - Conduct business process re-engineering, analysis, user requirement gathering, and gap analysis - Perform data analysis and ...

You will be responsible for catering to the fixed income requirements of clients in the primary & secondary bond market by utilizing opportunities available through Reuters Messenger, Emails, and Calls to a set of investors in the fixed income market. Your role will involve developing and maintaining long-term relationships with customers and investors to ensure a high level of retention, as well as meeting various clients to understand their debt portfolio and fixed income requirements regularly. Key Responsibilities: - Originate deals from the market through Calling/Emails/Reuters messenger on a daily basis - Profile, advise, and prepare model debt portfolios for clients - Maintain Cash Fl...

Responsibilities Lead and manage large operations of custodian business and develop performance framework. Build strong partnership with stakeholders by thinking ways to improve operational efficiencies. Upskill team and leadership towards complex processes and strive for continuous improvement. Retain and develop talent within the operations. Bring industry best practice of custodian business and recommend changes within the process to achieve efficiencies. Stay updated on industry trends, market conditions, and competitors to better serve business. At least 15 years of formal education preferably in Finance/Commerce. Minimum of 10 years operations management experience in the domain of Cus...

SUMMARY Retail Staff Position in Pune Job Description Our client, a UAE-based multinational conglomerate, is seeking freshers to join their retail staff team in Pune. The group is involved in retailing a wide range of products including apparel, footwear, consumer electronics, cosmetics & beauty products, home improvement, and baby products. Additionally, the group focuses on hospitality & leisure, healthcare, and mall management. Responsibilities Perform folding and stacking at basic tables. Ensure timely display of received stocks. Responsible for the upkeep of the section. Maintain a carton-free floor. Ensure merchandise clearance from the trial room. Maintain display standards, including...

Roles and Responsibilities 1. Liaising with Wealth RMs 2. Regular Visit to SBI Wealth Branches and Liaising with bank officials. 3. Responsible for new Wealth client acquisition 4. Marketing & Training Wealth RMs on Demat and trading a/c 5. Running the daily deliverable activities of the business ensuring achievement of KPIs and quality of service focus areas being : Client Acquisitions & Activations Desired Candidate Profile * Qualification Needed: Graduation / Post Graduation(Relevant Experience of Field, Suitable qualification will be preferred) * Relevant Experience: 2 - 3 years Experience in Selling Financial Products * Age 24 to 35 years Interested candidates kindly share your cv to re...

Platinum Relationship Manager Key Responsibilities Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage). Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans, etc. Service & Retention: Ensure smooth banking experience, provide priority service, and resolve escalations for high-value clients. Business Development: Acquire new HNI clients through referrals, cold calls, and networking. Revenue Focus: Deliver on asset, liability, and investment revenue targets . Key Skills Needed Excellent communic...

You’ll be responsible for driving AIF & PMS business through Banks , National distributors, IFAs& direct sales efforts.

Role & responsibilities: Role Overview: We are looking for a dynamic and goal-oriented Wealth Manager to join our sales team. The ideal candidate will be responsible for client acquisition and building a portfolio with an Assets Under Management (AUM) target of 1 Crores in the first 3 months. This is a sales-focused role requiring strong interpersonal skills, financial product knowledge, and the ability to build trust-based relationships with clients. Key Responsibilities Acquire new high-net-worth (HNI) and mass affluent clients for investment and wealth management services. Drive AUM growth by identifying client needs and offering tailored solutions. Meet and exceed sales targets minimum 1...

Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation 2. Give high priority service to the customers as per the company processes 3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stock...

What this job involves You will be responsible to ensure all necessary utilities are being given to the occupants/tenants. You will be responsible for all drawing submissions and approvals to be maintained for fitout work. The contractor will coordinate with you for all minor execution issues. Building maintenance and upkeep will be one of your KRA. Your key deliverables will be: Maintain records of all building drawing. Make sure all instruction guidelines are being followed as per the fitout manual. Provide necessary permits (Night work, hot work, height work). Coordinate for all necessary security arrangements for execution of fitout activities. Monitor and control work in progress as per...