15429 Mutual Funds Jobs - Page 44

Responsibilities: * Provide financial advice on investments & wealth management * Manage client portfolios with mutual funds & products * Ensure compliance with regulatory standards

The India COO will be responsible for building and running the complete operating platform for HSBC Asset Management India businesses including the domestic Mutual Fund, PMS/AIF platforms, Advisory entity and the GIFT City fund management entity The role ensures operational integrity, regulatory compliance across SEBI and IFSCA, scalable infrastructure, and alignment with global governance and risk frameworks The COO will be a core member of the India leadership team and a strategic partner to the CEO, CIO, Compliance, Risk, and global functional heads Principal Responsibilities End-to-End Operating Model Leadership Build, manage and enhance operational frameworks for: Mutual Fund (frontmidb...

Job Responsibility Managing the team of Wealth Managers and guiding them in understanding the financial need risk appetite of the client recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real Estate, Life insurance, General Insurance etc with us like - Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real Estate, Life insurance, General Insurance etc Managing a team of Wealth Managers who interact with clients. Estimating, Forecasting and tracking of Sales and Revenue numbers. Meeting the Revenue targets the assigned teaM Manage the distribution of leads/resources to the team to ens...

Urgent Opening for Relationship Manager Wealth/ Branch Relationship Head Key Responsibilities: Strategy & P&L Management Maintains the Profit and Loss statement and Balance Sheet for the branch Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank Sustained revenue generation for the branch through cross sell of TPP, RA and BB products Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service. Ensures efficient complaint management within specified TATs Conducts customer engagement programs and marketing events Ensures proper implementation of CRM by the Sales, Relationship & BSD departments an...

Job description Job Title Sales Trainer - Capital Markets We are looking for a high-energy professional with strong knowledge of capital markets and a passion for training and capability building. The role involves creating high-quality content on investment and capital markets and delivering impactful training sessions to frontline sales teams. Key responsibilities . Design, develop and update training modules on capital markets, investment products, market fundamentals, and sales application of these concepts. . Create engaging content such as presentations, playbooks, micro-learning videos, quizzes and case studies. . Simplify complex financial concepts for easy understanding of new and e...

Step into the role of Equity financing Middle office where you will have a strong understanding of Stock Borrow Loan (SBL) flows, cash security trade lifecycle, and collateral management This role demands expertise in managing high-value settlements, resolving trade mismatches, and ensuring operational integrity across multiple systems The BA4 will act as a key liaison between Trading, Settlements, and global stakeholders, ensuring timely settlement and robust risk controls You be assessed on key critical skills relevant for success in role such as: Monitor and intervene to ensure timely settlement of high-value and record SBL trades, liaising with Traders, TCU, Settlements, and counterparts...

Some Careers Have More Impact Than Others If youre looking for a career where you can make a real impression, join HSBC and discover how valued youll be HSBC is one of the largest banking and financial services organizations in the world, with operations in 62 countries and territories We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realize their ambitions We are currently seeking an experienced professional to join our team in the role of Manager Operations In This Role, You Will Responsible for managing performance and deliveries of funds/client sign offs to valuation teams Contribution towa...

HSBC is looking for Universal Banker to join our team Roles and Responsibility Manage and maintain customer relationships to ensure high levels of satisfaction. Develop and implement effective sales strategies to achieve business goals. Collaborate with cross-functional teams to identify new business opportunities. Provide excellent customer service and resolve issues promptly. Analyze market trends and competitor activity to stay ahead in the industry. Build and maintain strong relationships with customers, colleagues, and stakeholders. Job Requirements Strong understanding of banking operations and regulations. Excellent communication, interpersonal, and problem-solving skills. Ability to ...

Job description We have required candidates for ready to Sales & Opreations work Profile: Sales / Banking Executive Salary:2.80 - 5 LPA + Attractive Incentives Qualification: Graduation Location: All MP Gender: Male only Age: Under30 Perks and benefits annual incentive

Position - SVP / VP / AVP / Relationship Manager,Private Bankers- Wealth Management Acquiring, Deepening and Retaining HNI / UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. Build AUM and client base as per the target defined by the company. Send news and market related inputs & reports to the clients. Minimum...

Position - SVP /VP / AVP / Relationship Managers , Private Bankers - Wealth Management Acquiring, Deepening and Retaining HNI / UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. Build AUM and client base as per the target defined by the company. Send news and market related inputs & reports to the clients. Mini...

Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. Achieve the Targets set in terms of product mix. 360 degree coverage of client needs across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Manage the portfolio to de-risk against attrition and a...

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. To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory.

Analyse macroeconomic factors and financial market data to identify trends, risks, and opportunities Review and evaluate client investment portfolios, providing recommendations for optimization and risk management Perform due diligence on financial products, including stocks, bonds, mutual funds, and alternative investments Create and present detailed research notes and presentations for clients, senior management, and other stakeholders Stay current on industry trends, market news, and regulatory changes to ensure the highest level of service for our clients Participate in client meetings and conference calls, providing expert guidance on investment decisions and market outlook.

Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. Achieve the Targets set in terms of product mix. 360 degree coverage of client needs across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Manage the portfolio to de-risk against attrition and a...

Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket size of Rs.25Lac and above. Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). Handling Queries & complains of client's & solving it within TAT. Should apply deep market understanding & Advance strategies to increase book size & revenue. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Adviso...

Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket size of Rs.25Lac and above. Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). Handling Queries & complains of client's & solving it within TAT. Should apply deep market understanding & Advance strategies to increase book size & revenue. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Adviso...

An ICICI AMC Branch Manager leads branch operations, focusing on growing the mutual fund business by acquiring clients, managing/training a team (Financial Advisors/IFAs), driving sales targets, ensuring regulatory compliance Required Candidate profile Need 5 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

Role & responsibilities Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs. Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets. Create and manage diversified investment portfolios. Maintain accurate records of client interactions, transactions, and KYC documentation. Identify and onboard new clients through referrals, networking, and marketing initiatives. Stay updated on financial products, market developments, and regulatory changes. Preferred candidate profile: : Qualification: Any Graduate Full Time Candidate should have experience Client acquisition, PCG, Investment products, TPP, Adv...

Urgent Hiring Motilal oswal - Premium / Mutual funds Sales Versant 5 excellent communication skills Freshers can apply Shift 9.30 to 6.30 / Sunday fixed off Salary: 25,000 to 28,000 in hand (33 CTC) Required Candidate profile Qualification :Graduates mandatory Immediate Joining required Contact for more information (Call /WhatsApp) HR Altaf - 7796427006 Perks and benefits High Salary Package !

Role Dimensions Preparing financial analyses and financial plans for HNI/UHNI clients. Assisting in analysis, re-balancing, and review of investment portfolios. Conducting investment research (Stocks, Mutual Funds, ETF and Bond s). Conduct need-analysis pertaining to insurance, mortgages, investments, and taxes. Providing support for processing client service needs (digital paperwork, report generation, agenda preparation) Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience. Train, mentor, and groom individuals on the process and make sure all the quality parameters are met by them in the longer run. Requirements Skill Se...

Achieve growth and sales targets by effectively managing a team of 10-12 sales professionals Design and execute strategic business plans to expand customer base and market presence Recruit, train, coach and monitor team performance Build and maintain strong client relationships by understanding customer needs Drive cross-sell and up-sell of products beyond core equity offerings Track client activity ratios and ensure productivity Prepare and present sales MIS, revenue reports and forecasts to management Identify new market opportunities, emerging trends and competitor activities Implement national sales programs through field-level action plans Number of Reportees 10 to 12 Reporting To Zonal...

Urgent Hiring Motilal oswal - Premium / Mutual funds Sales Versant 5 excellent comms Freshers can apply Shift 9.30 to 6.30 / Sunday fixed off Salary: 25,000 to 28,000 in hand (33 CTC) Location - Thane- ETPL Required Candidate profile Qualification :Graduates mandatory Immediate Joining required Contact for more information (Call /WhatsApp) HR Sakshi - 8432537262 Perks and benefits High Salary Package !

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. To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Keywords Investment Advisor, Broking Client Acquition, Knowledge of Equity, MF, PMS, AIF Mandatory Key Skills...

Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. Achieve the Targets set in terms of product mix. 360 degree coverage of client needs across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Manage the portfolio to de-risk against attrition and a...