4687 Mutual Funds Jobs - Page 44

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

Grade- E0Role- Collection ExecutiveDescription for Internal Candidates Job Role KRA"sv To Ensure Quality portfolio To focus on improving Collections in the area assigned individually or in a team as a team To ensure adherence MOPP Norms To adhere to the BANKS processes and procedures To adhere to Audit requirement Job Requirements, Skills, Knowledge prerequisites Passion for Collection Willing to Take challenges and responsibilityShould have the ability to convince the customer to pay on our terms and conditions Educational Qualificationsv Graduate & above Experience Profile1-3 years

Create new product opportunities which generates incremental fees and/or interest incomes for the business segments. Manage complete P & L for respective Product and ensure steady revenue growth for Bank Sharing regular advisory on the product and its development to the entire business teams. Providing regular trainings to various teams as part of product updates and new launches. Support GTS Sales teams, Relationship Managers on regular trade transactions Keep up to date in terms of product level developments from regulatory (RBI,IFT, BAFT etc) and internal policy perspective. Drive digital initiative that will enable ease of doing trade transactions for the end customer and help scale the business from product perspective. Job Requirements: MBA from Tier I institutes/ Chartered AccountantAt least 5 years of relevant experience specifically in Trade domainExposure to new age Technology, Platforms, FinTechs preferableKnowledge of financial products in Trade Finance (includes products like Letter of credits, Documentary Collections, Bill Financing, Shipping Guarantees, Supply Chain Finance, Swift messages and payments)

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers Sources new bank customers through external individual efforts and acquisition channel 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 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 JOB REQUIREMENT s Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI IRDA Post Graduate - 2 -4 years of experience AMFI IRDA

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Ulsoor 2 Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC 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 relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with Imperia/ PB/ Preferred RM to flag eligible customers form Imperia/ Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 195, 10Th Cross, Wilson Garden, Bengaluru -560027 (Br. Code - 1748) Date: 17th July25 (Thursday) Time 10:00 AM to 12:00 AM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Generate leads through field visits & cold calling Meet potential customers and pitch products/services Convert leads into successful sales Maintain client relationships Achieve monthly sales targets Provide daily/weekly sales updates to the manager Required Candidate profile 1 to 3 years of exp. in sales Graduation is mandatory Strong communication Willingness to work in the field Local candidates with good network will be preferred Contact: +91 8160174117 | Priyansi

Responsibilities: Manage client relationships through mutual fund, MF, PMS, AIF & AMCS sales. Provide wealth management solutions for HNI clients. Conduct NRI services and Premier/Elite portfolio management. Health insurance Annual bonus Provident fund

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto- 6 LPA + incentive + Other benefit ROLES & RESPONSIBILITIES: 1) New client acquisition. 2) Cross selling of third party investment products. 3) Revenue to be generated. 4) Close sales and meet or exceed monthly and quarterly sales targets. 5) Prepare and deliver compelling sales presentations to potential clients. Skills: 1) Graduate / Post graduate with Min 1 yrs exp in direct selling of financial products from any financial services industry. 2) Strong understanding of stock market basics and investment products. 3) Customer relationship management and market research. Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991680640.

You should have experience in Investment operations, specifically in Asset servicing role which involves setting up Assets like Mutual funds, managing NAVs, and performing hands-on Unit pricing function. You must possess Asset Servicing experience and be familiar with key tasks such as Asset set up, Income Batch Processing, Checking overnight daily process, MMF Reinvestment, and have a working knowledge of Assets, Bonds, Equities, Derivatives, Income and capital, corporate actions, and data flows. It is essential to retain knowledge and apply it in future scenarios related to Asset set up, Income Batch Processing, Checking overnight daily process, MMF Reinvestment, Unit Pricing, and Pricing. To be eligible for this position, the minimum qualification required is a Finance Graduate.,

As a part of our team, you will be responsible for selling mutual funds and life insurance products to customers. Your role will involve conducting telecalling to reach out to potential clients, assisting them with filling out forms online, and accurately reporting data on Google Sheets. Our company is a well-established IT hardware trading firm, specializing in the distribution and retail of various IT hardware products. With over 8 IT showrooms currently in operation, we are dedicated to providing high-quality products and services to our customers. Join us in this dynamic role where you can utilize your communication and organizational skills to excel in sales and customer service within the financial and insurance sectors.,

About Citco: The market leader. The premier provider. The best in the business. At Citco, we ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco. About the Team & Business Line: Fund Administration is Citco s core business, and our alternative asset and accounting service is one of the industry s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. About You: Bachelors degree or equivalent experience. Any certifications a plus. 1-2+ year of experience in a financial service office is an asset, although not a prerequisite Financial/trading/banking experience or knowledge of Hedge/Mutual Funds an advantage Excellent data and alphanumeric entry skills with a high level of attention to detail and accuracy Our Benefits Your wellbeing is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location. We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect. Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection. Your Role: Reviewing and approving trades booked by Trade processors Coaching and supporting trade processors as required Entry of all trade activity within the global business unit, meeting established timelines Ensure high accuracy standards are maintained for the entry of trade activity Distributing correspondence to investors including confirmations, settlement advices, contract notes, statements and market value statements Assist with other related duties as required Maintain solid working knowledge of multiple systems for the processing of trades Follow fund specific instructions/variables Various shifts will be implemented in the Global Operations Support team

About Citco: The market leader. The premier provider. The best in the business. At Citco, we ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco. About the Team & Business Line: Fund Administration is Citco s core business, and our alternative asset and accounting service is one of the industry s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. About You: Bachelors degree or equivalent experience. Any certifications a plus. 0-1 year of experience in a financial service office is an asset, although not a prerequisite Financial/trading/banking experience or knowledge of Hedge/Mutual Funds an advantage Excellent data and alphanumeric entry skills with a high level of attention to detail and accuracy Our Benefits Your wellbeing is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location. We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect. Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection. Your Role: Entry of all trade activity within the global business unit, meeting established timelines Ensure high accuracy standards are maintained for the entry of trade activity Distributing correspondence to investors including confirmations, settlement advices, contract notes, statements and market value statements Assist with other related duties as required Maintain solid working knowledge of multiple systems for the processing of trades Follow fund specific instructions/variables Various shifts will be implemented in the Global Operations Support team

Functional Tester - Mutual Funds - ADR Group | Trusted Partner for SAP, IT Staffing, Cloud Job Overview: We are looking for experienced Functional Testers with a strong domain knowledge in Mutual Funds, Lending, and Wealth Management . The selected candidates will work closely with our product team, based in Mumbai , and contribute to ensuring the quality and performance of our financial solutions. Key Responsibilities: Conduct functional testing for financial products related to Mutual Funds . Collaborate with the product and development teams to understand business requirements. Identify, document, and report defects, ensuring thorough test coverage. Participate in test planning, execution, and reporting. Work from the Lower Parel office , as per company requirements. Required Qualifications & Experience: 2+ years of experience in Functional Testing. Strong expertise in Mutual Funds (Mandatory). Ability to analyse financial workflows and ensure accuracy. Experience in writing detailed test cases, defect tracking, and test reporting. Excellent communication skills and teamwork abilities. Job Category: Functional Tester - Mutual Funds Job Type: Full Time Job Location: Mumbai Exp-Level: 2 to 5 Years Apply for this position Allowed Type(s): .pdf, .doc, .docx By using this form you agree with the storage and handling of your data by this website. *

As a Back Office Operations professional at Artharthi Services Pvt Ltd, your primary responsibility will be to execute and monitor client transactions in Mutual Funds, Bonds, and Insurance. You will be tasked with preparing review reports using software and Excel for Existing Clients. Additionally, you will need to demonstrate a strong understanding of client service queries and ensure timely responses to address them. Your role will also involve proactive follow-ups with clients for onboarding and orientation purposes. Artharthi Services Pvt Ltd is a Holistic Wealth Management Company dedicated to long-term wealth creation and the overall financial well-being of its clients. We specialize in advising on various investment products, goal-based financial planning, and risk management strategies.,

Manage RM's as a team lead Relationship Management profile involving acquiring growing and deepening HNI / NRI customer relationships through effective portfolio management Generate new business defined sales targets of RM's and branch Required Candidate profile Focusing on the analysis and satisfaction of Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross - sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Knowledge: Product Knowledge - have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc Wealth/ Portfolio Management - understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals. Financial planning/ Investment Advisory - have thorough financial and sector knowledge as we'll knowledge of competitors, must provide sound and reliable advice to clients. Skills: Social/Interpersonal Skills : have excellent socializing and relation building skills. Communication Skills : have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves we'll in front of client Analytical Skills : Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Work to achieve targets : Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Compliance : follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company

Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross - sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Knowledge: Product Knowledge - have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc Wealth/ Portfolio Management - understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals. Financial planning/ Investment Advisory - have thorough financial and sector knowledge as we'll knowledge of competitors, must provide sound and reliable advice to clients. Skills: Social/Interpersonal Skills : have excellent socializing and relation building skills. Communication Skills : have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves we'll in front of client Analytical Skills : Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Work to achieve targets : Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Compliance : follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company

Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross - sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Knowledge: Product Knowledge - have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc Wealth/ Portfolio Management - understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Financial planning/ Investment Advisory - have thorough financial and sector knowledge as we'll knowledge of competitors, must provide sound and reliable advice to clients Skills: Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves we'll in front of client Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Compliance: follows the guidelines and compliance needs and be close

To give proper financial presentation to all walk-in clients on daily basis To take 5 references from each walk-in client and work towards calling them in the venue To check and collect documents from the clients and ensure timely issuance of insurance policy. To collect premium amount from the clients and timely deposit the same to Operation Executive/ Venue Manger on daily basis

To give proper financial presentation to all walk-in clients on daily basis To take 5 references from each walk-in client and work towards calling them in the venue To check and collect documents from the clients and ensure timely issuance of insurance policy. To collect premium amount from the clients and timely deposit the same to Operation Executive/ Venue Manger on daily basis

Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensuring timely submission to local RTA branch and reporting of the same in AMC CRM. Attend to branch walk-in/ phone/ emails from investors / distributors. Ensure a good customer experience and effectively manage grievances / complaints Manage the admin function of the branch Support the sales team w. r. t. new product information, regulatory changes etc. Manage the onboarding of investor. Liaison and coordination with AMC branches and CSO s across India. The Experience You Bring: Minimum 2 years experience in Mutual Fund / AMC Good knowledge of MS-Office applications especially MS-Excel Familiarity with regulatory procedures, documentation and knowledge of MF is required NISM Series V - Mutual Funds Distributor Module certified Our benefit policy includes but not limited to: Competitive Compensation Flexible, Hybrid Work 30 days Annual Leave + Public Holidays Life Insurance Retirement Planning Group Personal Accident Insurance Medical Insurance for Employee and Family Annual Health Check-up 26 weeks Maternity Leave Paternal Leave Adoption Leave Near site Childcare Facility Employee Assistance Program Study Support Employee Stock Purchase Plan ESG Commitments and Goals Business Resource Groups Career Development Programs Mentoring Programs Invesco Cares Dress for your Day

Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensuring timely submission to local RTA branch and reporting of the same in AMC CRM. Attend to branch walk-in/ phone/ emails from investors / distributors. Ensure a good customer experience and effectively manage grievances / complaints Manage the admin function of the branch Support the sales team w.r.t. new product information, regulatory changes etc. Manage the onboarding of investor. Liaison and coordination with AMC branches and CSO s across India. The Experience You Bring: Minimum 2 years experience in Mutual Fund / AMC Good knowledge of MS-Office applications especially MS-Excel Familiarity with regulatory procedures, documentation and knowledge of MF is required NISM Series V - Mutual Funds Distributor Module certified Our benefit policy includes but not limited to: Competitive Compensation Flexible, Hybrid Work 30 days Annual Leave + Public Holidays Life Insurance Retirement Planning Group Personal Accident Insurance Medical Insurance for Employee and Family Annual Health Check-up 26 weeks Maternity Leave Paternal Leave Adoption Leave Near site Childcare Facility Employee Assistance Program Study Support Employee Stock Purchase Plan ESG Commitments and Goals Business Resource Groups Career Development Programs Mentoring Programs Invesco Cares Dress for your Day

Drive ongoing sales from defined relationships Maintain a pipeline of prospective clients Meeting prospective customers in your area Attain the customer call with team Review your team performance periodically Get indulged in customer interactions Required Candidate profile Graduation is mandatory Candidate should have experience more than 2 years in Sales Background Candidate age should between 21-38 years For more information: HR Team:: +91 9904750213 Perks and benefits Incentives On-roll job Family Insurance Mediclaim

We’re Hiring! Use company leads and get more leads through referrals Explain policies and benefits to customers over the phone Follow up and close sales Build good relationships with clients Meet sales targets and give good customer service Required Candidate profile Eligibility: Only local candidates can apply Age between 24 and 38 years Bachelor’s degree is essential Strong communication skills required Contact: Palak (HR): +91 9723104999

We’re Hiring! Use company leads and get more leads through referrals Explain policies and benefits to customers over the phone Follow up and close sales Build good relationships with clients Meet sales targets and give good customer service Required Candidate profile Eligibility: Only local candidates can apply Age between 24 and 38 years Bachelor’s degree is essential Strong communication skills required Contact: Palak (HR): +91 9723104999