15429 Mutual Funds Jobs - Page 47

We are currently recruiting for Relationship Manager positions at a leading bank in Chennai. The available roles include: - Branch Relationship Manager - Assistant Manager - CASA - Assistant Manager - Current Accounts - Assistant Manager - Gold Loan - Premium Acquisition Manager - Business Development Manager **Key Requirements:** - Experience in handling CASA (Current Account, Savings Account) - Strong relationship management and sales skills - Background in banking, insurance, or the BFSI (Banking, Financial Services, and Insurance) sector **Location:** Chennai **Interviews:** Ongoing To keep updated on future openings, you can join our exclusive group: [Join Our Group]( https://chat.whats...

Candidate should have exp handling HNI and UHNI Clients Candidate should move a minimum book size of 20 cr Look for candidates from Wealth Channel

Deloitte is looking for Intern | Fresher | | Finance Transformation to join our team Roles and Responsibility Assist in financial analysis and reporting to support business decisions. Develop and maintain financial models to forecast revenue and expenses. Collaborate with cross-functional teams to identify areas for cost reduction and process improvement. Conduct market research and competitor analysis to inform business strategies. Prepare presentations and reports to communicate financial results and recommendations to stakeholders. Support the development of financial plans and budgets. Job Requirements Strong understanding of financial concepts, including accounting, budgeting, and forec...

Your Role: As a Client Financial Partner, you ll directly impact the way clients build their financial future You will engage with high-net-worth individuals (HNWIs), evaluate their portfolios and guide them on investment strategies Key Responsibilities: Transition your existing client relationships to Dezerv based on merit Conduct pre-scheduled, high-value online meetings with potential clients (portfolio size of 50L+) Use Dezerv s proprietary tech-driven approach to provide data-driven insights on clients portfolios Articulate Dezerv s unique value proposition to convert high-intent leads into investors Cultivate trust and foster lasting relationships with clients through exceptional servi...

Dezerv is a house of investing solutions for high-net-worth and affluent Indians, co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor They have led successful wealth management businesses and managed over USD 7 billion in assets We are backed by marquee firms like Premji Invest, Accel, Elevation, Matrix, etc Since inception, our clients have trusted us with over 15000+ Crs of their assets Why are we building Dezerv? Investing today is stressful, emotional, and time-consuming, and many individuals struggle to manage their money effectively We re building a platform that simplifies wealth creation by combining decades of investment expertise with active portfolio oversight Our...

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

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

Role & responsibilities - • Identify and acquire new clients for wealth and investment products • Sell investment products such as Mutual Funds, PMS, Bonds, Fixed Deposits, Insurance, AIFs, and Equity products • Understand client financial goals and recommend suitable investment solutions • Build and maintain long-term relationships with HNI and retail clients • Achieve monthly and quarterly sales targets • Conduct regular follow-ups and portfolio reviews with clients • Keep clients informed about market trends and new investment opportunities • Ensure compliance with company policies and regulatory guidelines Preferred candidate profile Experience in Wealth Management, Investment Sales, or ...

To ensure strict compliance to billing policy / tariffs & SOPs. To continuously check the interim bills of admitted patients. To ensure compliance to IRDA guidelines while preparing Non-payables in TPA cases. To help maintain Billing & Discharge TAT by timely & accurate bill preparation. Help in creating SOPs & HIS improvement for IP Billing. Coordinating / Liaoning with other departments’ i.e marketing, IPS, IT, Pricing cell for better & smooth billing practices. To check PSU / Corporate patients' documentations / valid AL while crediting the bill. To lead by example in exhibiting high levels of service orientation and proactive customer handling. To ensure total familiarity with all instru...

Role & responsibilities : Responsible for gathering assets for investment productssuch 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 client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : To acquire new clients and activate them with asset collection....

Job Name PA (Business Unit): Relationship Manager Wealth Job Title: (Job Name) Relationship Manager Business Unit (PA): Wealth Job Purpose : To build and maintain strong, long-term relationship with clients, identify new opportunities, drive sales and enhance overall client experience. Job Responsibilities : Business / Functional Performance (80%) 100% adherence to measurable processes Total Income in Cr. (50%) Net Sales in Cr. (10%) NCA (10%) Liabilities Growth (10%) Customer Engagement & Hygiene (20%) Benchmarked minimum levels of Delivery on products around customer needs Personal Meeting: (5%) 100% Groups to be met in 3 months Contact Management: (5%): 100% Group to be Contacted per Mont...

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Cent...

Role & responsibilities Execute equity trades on stock exchange platforms accurately Act as a key link between clients and the stock exchange Acquire new clients and activate inactive clients to increase volumes Generate brokerage revenue through sales and trading activities Build and maintain strong client relationships Provide regular market updates, research reports, IPO details, and product information to clients Ensure timely trade confirmations and resolve client queries Cross-sell financial products as per client requirements Follow risk management procedures and compliance guidelines Work towards achieving individual and branch sales targets Preferred Candidate Profile Any Graduate (...

Responsible for acquiring prospective investors through cold calls, meetings & networking. Present investment opportunities, build strong client relations, achieve targets & drive investments for a Real estate holdings Company at North Kerala Required Candidate profile Graduate/Postgraduate with 2-6 yrs in sales/BD/investment/wealth/real estate/banking. Strong in communication (English & Malayalam),Target-driven, self-motivated & keen to build investor relationships Perks and benefits Salary, Expens,Both Monthly & Quarterly Incentives

1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Keywords SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Manageme...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Mandatory Key Skills Wealth Management , Relationship Management, I...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

1) Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, 2) Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. 3) Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. 4) Create an incremental SIP Book 5) Will be responsible for achieving New Business development targets by reactivating / activating 6) new clients. 7) Ensure all clients are met on a regular basis. 8) To acquire new clients and activate them with asset collection. 9) Ensure 2-3 client meetings are done per day within your territory.KeywordsInvestment Advisor, Broking Client Acquition, Knowledge of Equity, MF, PMS,...

1) Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, 2) Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. 3) Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. 4) Create an incremental SIP Book 5) Will be responsible for achieving New Business development targets by reactivating / activating 6) new clients. 7) Ensure all clients are met on a regular basis. 8) To acquire new clients and activate them with asset collection. 9) Ensure 2-3 client meetings are done per day within your territory. Keywords Investment Advisor, Broking Client Acquition, Knowledge of Equity, MF, PM...

• Identify and approach potential customers • Promote and sell company products or services • Achieve monthly and quarterly sales targets • Maintain strong customer relationships • Conduct follow-ups and field visits Required Candidate profile Minimum 1 year of experience in any sales field Good communication and interpersonal skills Target-oriented and self-motivated Graduation preferred For more details, contact: Priyansi – 8160174117

Process:- Domestic Voice Process Eligibility: Min. HSC Pass Freshers are welcome Average English comm. required Handle outbound calls to promote products/services Salary: 14K - 17K + Incentives Shift : 9:30am - 6:30pm | Sunday Off Required Candidate profile min qualification HSC Average English comm. required Location: Majiwada Thane (w) Apply Now, Contect, For More Details, HR Prathamesh - 7030023722 Perks and benefits High Incentives and growth opportunities.

Process:- Inbound And Outbound Voice Process -Fresher/ exp. both can apply -HSC pass can apply -Salary: 14K To 18K inhand + incentives -Shift timing: 9:30am - 6:30pm - Sunday Off -Good communication required -looking for immediate joiner Required Candidate profile min qualification HSC Location: Majiwada Thane (w)- 400607 To schedule your interview Call or send your CV through WhatsApp HR Sonali - 7030021537 Perks and benefits High Incentives and growth opportunities.

Responsibilities: * Oversee portfolio performance & risk management * Ensure compliance with regulatory standards * Manage family office's mutual fund investments * Collaborate with wealth managers on strategic planning *Monitor market trends Provident fund Health insurance Annual bonus Travel allowance House rent allowance Employee state insurance Performance bonus Leave encashment Mobile bill reimbursements Gratuity

Position Fund Accounting - BA - Senior Facilitate and encourage the necessary conversations between the Business and Technology to determine the what and the how of the product features. Work independently with minimum supervision. Provide technical guidance to the team as well as client as needed. The role is deadline oriented and may require working under US time schedule. Be involved in project management as needed. Mentor, train and inspire staffs to meet the project objectives. Proactively develop and impart training on new onboarded or upcoming initiatives for team members. Work with Technology and US team in identifying process improvement areas and bring in the culture of automation....