15429 Mutual Funds Jobs - Page 46

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.

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...

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...

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.

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.

Job Title: Investment Planning Paid Internship Company: FAG Finance Location: Hybrid / On-site Duration: 36 Months Stipend: Paid 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 Responsibilities Assist in investment planning and portfolio analysis Support mutual fund, e...

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

We are hiring a Branch Banking Manager for the Banca Channel to drive insurance business through bank branches. The role involves managing bank relationships, achieving sales targets, training bank staff, and ensuring high-quality customer acquisition. Key Responsibilities: Drive life insurance sales through assigned bank branches Build and maintain strong relationships with branch managers and bank staff Train, motivate, and support bank employees on insurance products Achieve monthly and quarterly business targets Ensure smooth coordination between bank and insurance teams Handle customer meetings and support closures Ensure compliance and quality business sourcing Eligibility: Experience:...

We are looking for a highly motivated and detail-oriented Junior Accounts Executive to join our team in the HO location. The ideal candidate will have 2-3 years of experience in accounting or a related field. Roles and Responsibility Managing and maintaining accurate financial records and accounts. Preparing and reviewing financial statements, including balance sheets and income statements. Analyzing financial data to identify trends and areas for improvement. Developing and implementing financial models and forecasts. Ensuring compliance with financial regulations and standards. Collaborating with cross-functional teams to achieve business objectives. Job Requirements Bachelor's degree in A...

Job Title: Wealth Manager Seeking a client-focused Wealth Manager to deliver tailored wealth management solutions, deepen client engagement, and grow assets under management. Key Responsibilities Manage and strengthen relationships with high-net-worth clients. Understand clients financial goals and provide suitable investment, advisory, and banking solutions. Collaborate with product specialists to deliver comprehensive wealth strategies. Proactively identify new business opportunities and drive portfolio growth. Qualifications Experience in wealth management, private banking, or financial advisory. Strong communication and client-relationship skills. Solid understanding of investment produc...

Job Opening: Wealth Manager Location: Bandra, Mumbai About the Company A leading India-based asset management and wealth advisory firm offering comprehensive investment and financial planning solutions to HNI and UHNI clients . The firm specializes in delivering customized wealth management strategies across multiple asset classes with a strong focus on long-term client relationships and value creation. Role Overview We are looking for an experienced Wealth Manager to acquire, manage, and grow relationships with high-net-worth clients. The role involves end-to-end wealth advisory, portfolio management, and business development while ensuring compliance and superior client experience. Key Res...

Experience in direct selling of financial products including PMS and Advisory. Candidate should manage a minimum AUM of 50 Cr across PMS and Mutual Funds, with strong HNI relationships.

We are looking for a skilled Accountant to join our team. The ideal candidate will have a strong background in accounting and finance, with excellent analytical and problem-solving skills. Roles and Responsibility Managing and maintaining accurate financial records and accounts. Preparing and reviewing financial statements, including balance sheets and income statements. Analyzing financial data to identify trends and areas for improvement. Developing and implementing financial models and forecasts. Ensuring compliance with financial regulations and laws. Collaborating with cross-functional teams to achieve business objectives. Job Requirements Bachelor's degree in Accounting or Finance. Str...

We are looking for a highly skilled and experienced Asst. Accountant to join our team, with 2-5 years of experience in accounting. Roles and Responsibility Managing and maintaining accurate financial records and accounts. Preparing and reviewing financial statements and reports. Analyzing financial data to identify trends and areas for improvement. Developing and implementing financial models and forecasts. Ensuring compliance with financial regulations and standards. Collaborating with cross-functional teams to achieve business objectives. Job Requirements Bachelor's degree in Accounting or related field. Minimum 2 years of experience in accounting. Strong knowledge of financial concepts an...

We are looking for a highly skilled and experienced Finance Executive to join our team. The ideal candidate will have a strong background in finance and accounting, with excellent analytical and problem-solving skills. Roles and Responsibility Managing financial statements, budgets, and forecasts to drive business growth. Analyzing financial data to identify trends and areas for improvement. Developing and implementing financial models to predict revenue and expenses. Ensuring compliance with financial regulations and standards. Collaborating with cross-functional teams to achieve business objectives. Providing financial guidance and support to senior management. Job Requirements Bachelor's ...

We are looking for a skilled Accountant to join our team. The ideal candidate will have a strong background in accounting and finance, with excellent analytical and problem-solving skills. Roles and Responsibility Managing and maintaining accurate financial records and accounts. Preparing and reviewing financial statements, including balance sheets and income statements. Analyzing financial data to identify trends and areas for improvement. Developing and implementing financial models and forecasts. Ensuring compliance with financial regulations and laws. Collaborating with cross-functional teams to achieve business objectives. Job Requirements Bachelor's degree in Accounting or Finance. Min...

We are looking for a highly skilled Financial Analyst to join our team. The ideal candidate will have a strong background in financial analysis and reporting, with excellent analytical and problem-solving skills. Roles and Responsibility Analyze financial data to identify trends and areas for improvement. Develop and maintain financial models and forecasts. Prepare financial reports and presentations for management. Collaborate with cross-functional teams to drive business growth. Identify and implement process improvements to increase efficiency. Develop and maintain relationships with external stakeholders. Job Requirements Strong understanding of financial concepts and principles. Excelle...

We are looking for a skilled Senior Accountant to join our team. The ideal candidate will have a strong background in accounting and finance, with excellent analytical and problem-solving skills. Roles and Responsibility Managing and maintaining accurate financial records and accounts. Preparing and reviewing financial statements and reports. Analyzing financial data to identify trends and areas for improvement. Developing and implementing financial models and forecasts. Ensuring compliance with financial regulations and standards. Collaborating with cross-functional teams to achieve business objectives. Job Requirements Bachelor's degree in Accounting or Finance. Minimum 5 years of experien...

We are looking for a highly motivated and detail-oriented Accounts Trainee to join our team. The ideal candidate will have excellent analytical skills and the ability to learn quickly. Roles and Responsibility Managing and maintaining accurate financial records and accounts. Preparing and reviewing financial statements, reports, and invoices. Analyzing financial data to identify trends and areas for improvement. Assisting in budgeting, forecasting, and financial planning. Ensuring compliance with financial regulations and laws. Providing support in auditing and accounting processes. Job Requirements Strong understanding of financial concepts, including accounting principles and practices. Ex...

About The Role Project Role : Technology Consulting Practitioner Project Role Description : Advises, leads and works on high impact activities within the systems development lifecycle, and provides advisory work for the IT function itself. Must have skills : Oracle Subscription Management Cloud Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Technology Consulting Practitioner, you will advise, lead, and engage in high-impact activities throughout the systems development lifecycle. Your typical day will involve collaborating with various teams to ensure effective implementation of strategies, providing...

About The Role Project Role : Technology Consulting Practitioner Project Role Description : Advises, leads and works on high impact activities within the systems development lifecycle, and provides advisory work for the IT function itself. Must have skills : Oracle Subscription Management Cloud Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Technology Consulting Practitioner, you will engage in high-impact activities throughout the systems development lifecycle. Your typical day will involve advising and leading teams, collaborating with various stakeholders, and providing strategic insights to enhan...

About The Role Project Role : Technology Consulting Practitioner Project Role Description : Advises, leads and works on high impact activities within the systems development lifecycle, and provides advisory work for the IT function itself. Must have skills : Oracle Subscription Management Cloud Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Technology Consulting Practitioner, you will engage in high-impact activities throughout the systems development lifecycle. Your typical day will involve advising and leading teams, collaborating with various stakeholders, and providing strategic insights to enhan...

Mutual Funds, Equity/Taxation/wealth management/ Taxation location: Gurgaon Graduate or under grad with 6 months of exp in Same Profile Salary 23k to 35k ctc Skills: : Fluent Communication Skills 24/7 Shift Call/WhatsApp @ 9643085825(HR Rohit) Perks and benefits both side cab and 5 days a week working

ANAND RATHI SHARES AND STOCK BROKERS LTD Role: Branch Manager ( Sales, Business Development & Team Management) Industry: Financial Broking Houses Team Management: 1+10 members (mix of RMs and Dealers) Reporting to: Cluster Head Experience: 5+ years of experience in the equity market, with at least 2 years in a leadership or managerial role. Job Responsibilities Team Handling and AUM collection Increase revenue from new client through up sale / Cross Sell Acquisition of HNI, Retail clients and Corporate Clients Promote Focus Product of the month. Ensure individual and team performance as per norms. Recruit, induct, handhold, facilitate and motivate team members. Retention of performing team m...