15429 Mutual Funds Jobs - Page 43

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...

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...

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 use...

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 use...

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...

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 Relationship Manager specializing in Insurance and Mutual Funds based in Delhi, India, your primary responsibility will be to build and maintain strong relationships with clients. You will need to understand their investment goals and provide tailored recommendations for insurance and mutual fund products. Your role will involve conducting financial analysis, identifying opportunities, and ensuring customer satisfaction through exceptional support and regular communication. It will be essential for you to stay updated on market trends, financial products, and regulatory requirements to provide informed guidance to clients effectively. Key Responsibilities: - Build and mai...

Job description Join the team of an Australian-based company providing office management services for small to medium- sized businesses. Our CLIENT is a Financial planning company based in Australia, Initially looking for an Advisers assistant who can assist with daily administration tasks with the view to moving into a paraplanner and/ or financial adviser role in the future. Full training will be provided Roles and Responsibilities: Financial Planning: Assist in the development and maintenance of financial models, forecasts, and budgets. Work closely with Support Staff and Paraplanners to generate compliant Advice. Perform Ad-Hoc financial analysis and projects as required by senior manage...

Lead provided by the company you need to work on this lead and generate new leads. Convince the customer and sales insurance policy. Give the right policy explanation of clients. Tell them the benefits of policy etc Required Candidate profile Graduation preferred Min 1 year of exp in Insurance / Banking / Finance / Loans / BFSI Sales Strong communication & convincing skills Target-oriented and self-driven mindset Kevisha - 88490 20556

Responsible for Handling HNI Clients Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on client’s profitability. Responsible for cross selling products like Mutual Fund, PMS, SIPs, IPO’s etc Required Candidate profile Graduate / PG with Equity Advisor Experience NISM Series–VIII (Equity derivatives) 2 to 8 years of experience in handling retail / HNI clients resume.aspiringmantra@gmail.com What's app No 9318431991

Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance

Job Title: Sales & Marketing Officer CTC: Up to 4.00 LPA Work Type: Lead-Based Work Job Responsibilities: Handle assigned leads and convert them into sales Follow up with prospective customers through calls and meetings Build and maintain strong relationships with clients Achieve monthly sales targets through effective lead conversion Conduct field visits as required Maintain daily follow-up and sales reports Coordinate with internal teams for smooth processing Eligibility Criteria: Minimum 13 years of experience in Sales & Marketing Experience in lead-based or field sales preferred Good communication and convincing skills Target-oriented and self-motivated Graduation preferred Key Skills: L...

Job Title: Investment Associate Paid Internship Company: FAG Finance Location: Hybrid / On-site (as applicable) Duration: 26 Months Stipend: Paid ( 3 to 5LPA ) About FAG Finance FAG Finance is a growing financial services firm focused on investment planning, equity advisory, mutual funds, and investor education. We work closely with clients to build long-term wealth through disciplined and informed investing. Role Overview We are looking for enthusiastic interns who want hands-on exposure to investment planning and financial markets. This internship is ideal for students or fresh graduates looking to build a career in finance. Key ResponsibilitiesAssist in investment planning and portfolio a...

Assist field teams with customer meets & local activities. Maintain daily activity logs & sales MIS. Support advisors in presentations & documentation. Ensure smooth coordination with backend teams. Drive branch-level business operations. Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Career Opportunities Position AM - Customer Advisory Team Asst Manager- 5A Department Customer Advisory Team Reporting to Area Relationship Management JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and provi...

Maintain regular contact with existing customers Resolve basic service issues and queries Promote cross-sell & upsell opportunities Collect documents for renewals Support team in achieving monthly goals Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Track daily & monthly sales performance Prepare basic MIS & progress reports Identify gaps & share insights with team Support sales planning activities Assist in target achievement Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

We are looking for a highly motivated and results-driven Relationship Associate to join our team in the bancassurance sector. The ideal candidate will have excellent communication skills, a strong background in sales, and a passion for building relationships with clients. Roles and Responsibility Develop and maintain strong client relationships to understand their financial goals and provide tailored solutions. Identify new business opportunities and generate leads through networking and referrals. Conduct thorough needs analysis to provide comprehensive financial planning services. Collaborate with internal teams to ensure seamless delivery of products and services. Stay up-to-date with ind...

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune Looking for Wealth RM / HNI candidates who have good 8+ years of experience in banking industry, stable in job role and having a personal AUM of 75 - 100 Cr +. Well polished and good communicators having market and domain knowledge is a must. Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 150, 200, 250 and 300 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are me...

Position Name: - Deputy Manager/Manager. Function: Mutual Fund Settlement Qualification: MBA / CA / CS Location: Bandra Experience: Preferred Min 1 year and upto 5 years of relevant experience. Freshers can also be considered. Roles and Responsibilities Manage settlement of funds received from investors and ensure timely transfer to respective AMCs within defined cut-off timelines. Monitor daily fund flows and ensure accuracy and completeness of settlements. Perform regular bank reconciliations to identify and resolve discrepancies. Coordinate with the technology team for implementation and management of new system developments and process enhancements. Ensure all Standard Operating Procedur...

Develop business in assigned local markets Conduct promotional & awareness activities Generate quality leads for products Coordinate with field sales teams Achieve area-level lead & conversion goals Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

• Manage and grow relationships with existing HNI and UHNI clients by providing strategic advice • Drive revenue growth by optimizing product mix and increasing client asset size. • Represent a spectrum of products – Mutual Funds, PMS, AIFs Required Candidate profile Relationship Manager – Customer Engagement

Expand network by onboarding new executives Support executives in lead generation & closures Conduct regular field sessions Track executives productivity & activation Meet growth benchmarks Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Job Purpose To provide marketing campaigns and support to all distribution channels so as to augment visibility and help garner sales Job Context & Major Challenges Job Context: In this category the Distributor is `king . He is our `customer , who in turn `owns the end investor. And the end investor, typically, relies on the advise of the distributor, Thus, to increase market share/expand market, his role is critical.Hence the role of channel marketing is to have proactive initiatives that differentiate us from competition and help us be the preferred MF brand among distributors All our initiatives targeting the distributor should be with the aim of endearing ourselves to him, while empoweri...

Motivate team for consistent field activity Conduct small group product briefings Assist team in customer meetings Track advisor engagement metrics Improve team participation & output Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances