4687 Mutual Funds Jobs - Page 48

*Client Engagement and Relationship Management: Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products. *Profiling Customers and provide financial products to meet customer needs. *Direct closely with Relationship Managers to support client portfolios and execute wealth management strategies. *Market Research and Analysis: *Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios. *Direct Relationship Managers to identify cross-selling and upselling opportunities. Financial Planning and Reporting: *Guide in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences. *Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrix for client presentations. *Set and achieve cluster-level businessRole & responsibilities

Join JP Morgans Financial Reporting Team, where precision meets excellence. Be part of a dynamic environment that values quality and innovation. Elevate your career by contributing to the financial success of our esteemed clients. Job Summary As a Financial Reporting Analyst within the JP Morgan Financial Reporting Team, you will oversee the production and review of financial statements for hedge and mutual fund clients. You will ensure compliance with accounting standards and regulatory requirements. You will play a key role in maintaining the quality and accuracy of financial reports. Job Responsibilities Review financial statements and notes. Plan audits and allocate resources. Analyze year-on-year financial movements. Manage consistency across client reports. Analyze client records and escalate issues. Correct misstatements in records. Resolve team queries and provide guidance. Communicate with partner sites. Respond to stakeholder queries. Improve processes and encourage efficiency. Ensure risk and control checks are followed. Required Qualifications, Capabilities, and Skills Possess 8+ years in financial reporting or audit Hold a post-graduate degree/CA/CPA in Finance/Accounting Demonstrate strong management skills Exhibit attention to detail and analytical review capabilities Understand primary GAAPS Irish/UK, IFRS, US GAAP Work under pressure and meet tight deadlines Implement change and manage initiatives Preferred Qualifications, Capabilities, and Skills Demonstrate risk, control, and procedure orientation Possess analytical and prioritization skills Exhibit excellent written and verbal communication Be result and target oriented Show self-motivation Build key internal relationships Manage multiple client and audit deliverables Join JP Morgans Financial Reporting Team, where precision meets excellence. Be part of a dynamic environment that values quality and innovation. Elevate your career by contributing to the financial success of our esteemed clients. Job Summary As a Financial Reporting Analyst within the JP Morgan Financial Reporting Team, you will oversee the production and review of financial statements for hedge and mutual fund clients. You will ensure compliance with accounting standards and regulatory requirements. You will play a key role in maintaining the quality and accuracy of financial reports. Job Responsibilities Review financial statements and notes. Plan audits and allocate resources. Analyze year-on-year financial movements. Manage consistency across client reports. Analyze client records and escalate issues. Correct misstatements in records. Resolve team queries and provide guidance. Communicate with partner sites. Respond to stakeholder queries. Improve processes and encourage efficiency. Ensure risk and control checks are followed. Required Qualifications, Capabilities, and Skills Possess 8+ years in financial reporting or audit Hold a post-graduate degree/CA/CPA in Finance/Accounting Demonstrate strong management skills Exhibit attention to detail and analytical review capabilities Understand primary GAAPS Irish/UK, IFRS, US GAAP Work under pressure and meet tight deadlines Implement change and manage initiatives Preferred Qualifications, Capabilities, and Skills Demonstrate risk, control, and procedure orientation Possess analytical and prioritization skills Exhibit excellent written and verbal communication Be result and target oriented Show self-motivation Build key internal relationships Manage multiple client and audit deliverables

Join a dynamic team at JP Morgan, where your skills in financial services will shine. Be part of a collaborative environment that values precision and innovation. Elevate your career with opportunities to impact mutual fund valuation and regulatory compliance. Job Summary As a Fund Accountant within the JP Morgan Fund Accounting Team, you will manage NAV production and review. You will ensure compliance with regulatory requirements and client reporting. Your role involves detailed analysis and quality assurance of NAV activities and reports. Job Responsibilities Perform cash and asset breaks reconciliation. Prepare daily activities per SOPs and client deadlines. Self-review activities before submission. Analyze client records and escalate issues. Escalate concerns about audit-related anomalies. Liaise with partner sites for external deliveries. Respond to accounting-related queries. Recognize and act on process improvement opportunities. Ensure adherence to risk and control checks. Use firm resources judiciously. Handle queries independently. Required Qualifications, Capabilities, and Skills Work effectively within a team. Exhibit strong attention to detail and analytical review skills. Work under pressure and meet tight deadlines. Implement change and manage initiatives. Be risk, control, and procedure oriented. Possess analytical and prioritization skills. Communicate effectively in writing and verbally. Preferred Qualifications, Capabilities, and Skills Build key internal relationships across locations. Demonstrate strong document review capabilities. Manage workload efficiently during peak times. Seek efficiencies and manage change initiatives. Be oriented towards risk and control procedures. Make informed judgments with analytical skills. Exhibit strong time management and motivation. Join a dynamic team at JP Morgan, where your skills in financial services will shine. Be part of a collaborative environment that values precision and innovation. Elevate your career with opportunities to impact mutual fund valuation and regulatory compliance. Job Summary As a Fund Accountant within the JP Morgan Fund Accounting Team, you will manage NAV production and review. You will ensure compliance with regulatory requirements and client reporting. Your role involves detailed analysis and quality assurance of NAV activities and reports. Job Responsibilities Perform cash and asset breaks reconciliation. Prepare daily activities per SOPs and client deadlines. Self-review activities before submission. Analyze client records and escalate issues. Escalate concerns about audit-related anomalies. Liaise with partner sites for external deliveries. Respond to accounting-related queries. Recognize and act on process improvement opportunities. Ensure adherence to risk and control checks. Use firm resources judiciously. Handle queries independently. Required Qualifications, Capabilities, and Skills Work effectively within a team. Exhibit strong attention to detail and analytical review skills. Work under pressure and meet tight deadlines. Implement change and manage initiatives. Be risk, control, and procedure oriented. Possess analytical and prioritization skills. Communicate effectively in writing and verbally. Preferred Qualifications, Capabilities, and Skills Build key internal relationships across locations. Demonstrate strong document review capabilities. Manage workload efficiently during peak times. Seek efficiencies and manage change initiatives. Be oriented towards risk and control procedures. Make informed judgments with analytical skills. Exhibit strong time management and motivation.

Hi, We are hiring - Fintech startup. HSR Layout, Free lunch daily for our employees. 2 Saturday's and all Sunday's off. Role Overview We are seeking a proactive and relationship-oriented Relationship Manager to join our team. The primary focus of this role is to manage a set of distributors, drive business growth, and ensure long-term partnerships while providing exceptional support to both distributors and their customers. Key Responsibilities and Accountabilities (KRAs) Distributor Management Manage a portfolio of assigned distributors Push distributors to achieve business targets and grow their loan against mutual funds portfolio Build and maintain long-term relationships with distributors Conduct regular meetings and check-ins to understand distributor needs and challenges Business Development Encourage and motivate distributors to increase their loan against mutual funds business Identify and capitalize on growth opportunities within the distributor network Collaborate with distributors to develop strategies for expanding their customer base Problem Solving and Support Act as the primary point of contact for distributors and their customers Promptly address and resolve issues faced by distributors and their customers Escalate complex problems to appropriate internal teams and follow up until resolution Distributor Education and Enablement Guide distributors on how to enable their customer base to take loans against mutual funds instantly Provide training and resources to help distributors understand Volt Money's products and processes Share best practices and success stories to inspire and educate distributors Reporting and Analysis Maintain accurate records of distributor performance and interactions Prepare and present regular reports on distributor business growth and relationship status Analyze trends and provide insights to improve distributor performance and satisfaction Qualifications and Skills Bachelor's degree in Business, Finance, or a related field 3+ years of experience in relationship management, preferably in the financial services sector Strong understanding of mutual funds and loan products, especially loans against mutual funds Excellent communication and interpersonal skills Proven track record in managing business relationships and driving growth Strong problem-solving and analytical skills Proficiency in MS Excel and CRM software Join us in our mission to transform financial accessibility and create exceptional experiences for our customers and distributors. Apply now and be a key player in company journey to redefine secured lending in India! Please call us on 8919869111 (Srikanth) & 6302074876 (Swetha) Email : Sriknath.xms@gmail.com

Job Summary : We are looking for a dynamic and result-driven Sales Executive with strong knowledge of Mutual Funds and Insurance products . The ideal candidate should have good communication skills, a client-focused attitude, and the ability to drive sales and achieve targets. Key Responsibilities : Understand and promote Mutual Fund and Insurance products to clients Acquire new customers through cold calling, referrals, and lead generation Educate clients about various financial products and suggest appropriate investment options Achieve monthly/quarterly sales targets for Mutual Funds and Insurance Maintain strong relationships with existing clients and provide after-sales service Conduct client meetings and financial awareness sessions Stay updated on product knowledge, industry trends, and compliance guidelines Handle client documentation and ensure regulatory compliance (KYC, etc.) Required Skills : Strong knowledge of Mutual Funds and Insurance products Excellent communication, interpersonal, and presentation skills Basic knowledge of financial markets and investment tools Target-driven with a proactive sales approach Good negotiation and relationship-building skills Qualifications : Graduate in any discipline (B.Com, BBA, etc. preferred) NISM V-A certification (Mutual Fund) Mandatory or must be cleared within 3 months of joining IRDA certification – Preferred for insurance sales

• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com

Role & responsibilities To act as a business partner to enhance clients experience and to actively participation in strategy development for business improvement. To develop new relationships and to cater financial needs of potential clients via references. Responsible for building new relationship with the clients. To handle client retention through excellent client service. Responsible for acquisition of new clients. Responsible for handling all financial products like Equity, Mutual Funds, HI, LI, Bonds, NPS ,PMS, Commodity, Currency etc.. To handle business development vertical along with the key team leaders. To handle corporate -tie ups by organizing: seminars/webinars/corporate presentations etc. Preferred candidate profile Must have atleast 4years of experience in Wealth Management. Good Communication skills. Good financial knowledge. Adaptable. He must have his own conveyance (Bike/Car). Flexible Perks and benefits Excellent career development opportunity to enhance your financial knowledge. Learn and earn policy in which new joinee can clear 5 NISM certifications relevant to the field and they will get an increment of Rs.2500 within three months. Increment and Examination fees reimbursement on clearance of CFP (Certified Financial Planner) certification.

Role & responsibilities : To increase the AUM size of the company. To understand the financial requirement of the clients and accordingly provide them the best suitable financial product. To handle corporate tie-ups. To act as a business partner by active participation in planning and implementation of new strategies. Responsible for building new relationship with the clients. To handle client retention through excellent client service. Responsible for handling all financial products like Equity, Mutual Funds, HI, LI, Bonds, NPS ,PMS, Commodity, Currency etc. To prepare corporate presentation. To focus on continuous learning to enhance your skill and knowledge. Preferred candidate profile : Must have atleast 2years of experience in Wealth Management. Good Communication skills. Good financial knowledge. Adaptable. He/She must have his/her own conveyance (Bike/Car). Flexible

Job Description: Responsible to fulfill the financial needs of the Clients. Acquisitions of New Clients for multiple financial products which includes portfolio management, Mutual Funds, Share market, financial planning, NPS etc. Making sound marketing strategies for client acquisition and retention. Ensuring client satisfaction by building good relationship with clients. Active participation in business planning with your team members. Keeping record of clientele. Job Specifications: Excellent Communication skills (Verbal as well as Written) Proactive. Must be Graduate. Knowledge of Financial products. Must have own conveyance.

Role & responsibilities To understand the requirement of the clients. To facilitate clients financial needs. New Client onboarding To act as a financial planner Preferred candidate profile Must be graduate (B.Com/BBA) Good communication skills. Must have own conveyance/vehicle Perks and benefits

Role & responsibilities To understand the financial need of the clients and to provide them financial products to meet their financial needs. To handle wealth advisory by evaluating the risk appetitive of the client. Responsible for client management and new client onboarding. To manage the client retention through catering to client satisfaction. Preferred candidate profile CA Inter or CMA Inter Must be Graduate (B.Com/BBA) Perks and benefits

We are looking for Creative Content Writer for our corporate office: Responsible for writing content for financial products for our organization. Content for blog posting Content for Digital marketing Content for various other promotional activity. Researching industry-related topics (combining online sources, interviews and studies) Writing clear marketing copy to promote our products/services. Creative writing for research, taglines etc.

Job Title: Portfolio Manager / Fund Manager Location: Hyderabad, India Experience: 7-15 Years Reporting To: Chief Investment Officer / Director - Asset Management Job Summary: We are looking for a highly skilled and performance-driven Portfolio Manager / Fund Manager with a deep understanding of mutual funds, equity markets (including Nifty), and trading strategies , coupled with experience working in software or tech-driven environments . The ideal candidate must hold an MBA in Finance and be locally based in Hyderabad . You will be responsible for managing investment portfolios, executing data-backed trading strategies, and contributing to the firms overall investment growth. Key Responsibilities: Manage and oversee investment portfolios comprising mutual funds, stocks, and index-based instruments like Nifty . Conduct detailed market analysis and stock selection based on technical and fundamental indicators . Monitor market trends, macroeconomic developments, and asset-class movements to inform portfolio decisions. Design and execute trading strategies with a focus on capital preservation, risk-adjusted returns, and client goals . Collaborate with tech teams to leverage fintech tools, trading platforms, or analytical software. Provide regular investment reports, portfolio performance reviews, and market updates to internal stakeholders and clients. Ensure compliance with SEBI and regulatory guidelines on investment operations. Contribute to the development of new financial products or investment models integrating technology. Required Qualifications & Skills: MBA in Finance from a recognized institution (mandatory). 5+ years of experience in portfolio/fund management, equity trading, or mutual fund analysis . Strong expertise in Indian equity markets, Nifty analysis, and trading strategies . Proven experience working in software companies , particularly in roles integrating finance with technology. Excellent knowledge of mutual fund structures, SIP/STP strategies, asset allocation models. Familiarity with trading platforms (e.g., Zerodha, Upstox, Bloomberg, TradingView, etc.). Proficient in Excel, financial modeling, and optionally Python/R for quantitative analysis. Strong interpersonal and communication skills for client and stakeholder interactions. Must be a resident of Hyderabad or willing to relocate locally. Preferred Certifications (Optional): NISM-Series-XV: Research Analyst / NISM-Series-XXI: Portfolio Management Services.

Interested Candidate Call 8795033333 or share your resume on sjain5444@gmail.com Hiring For a Broking Firm (On-Role Job) Product - Demat Product A candidate has to go out in the market to generate leads and will get existing customer data also. Required Candidate profile The candidate has to open a Demat account and will be doing cross-selling also A driving License and a wheeler are mandatory Graduation is mandatory

What you will Do? Drive Sales Initiatives: Develop and maintain long-term relationships with wealth counters and PCG counters to drive sales and increase Axis Mutual Fund's market share. Product Understanding: Understand client financial goals, risk tolerance, and investment preferences. Relationship Management: Manage existing and potential Private Wealth Channel relationships. Work to increase their allocation to Axis products by understanding their needs and providing tailored solutions. Channel Engagement: Organize and participate in engagement and promotional activities to strengthen relationships with channel partners. Proactive Communication: Regularly communicate and update channel partners about the performance and unique selling propositions (USPs) of existing funds, as well as new product launches.

JOB DESCRIPTION JOB TITLE Relationship Manager Institutional Sales Zonal Manager Institutional Sales/Channel Business Manager Reports to Institutional Sales No of Direct reportees Department Nil Sales Executive/Assistant Manager/Deputy Manager (May vary based on experience) Position Grade Range JOB P JOB PURPOSE: JOB PURPOSE: • The role encapsulates addition of new Institutional clients within the desired geography. JOB ROLE : • • Acquire, develop and enhance relationships with Institutional clients. Ensure timely coverage of all the relationships assigned resulting in effective communication about Axis Mutual Fund products, its schemes and all other aspects. • The role encompasses a variety of related activities like innovative sales initiatives and ideas, coordination for sales meetings and keeping a tab on mutual fund market information. EDUCATIONAL QUALIFICATION & EXPERIENCE • • Post graduate/Graduate with 2 to 5 years of experience NISM Certification mandatory PERSONAL ATTRIBUTES • • • Understanding of debt/equity and mutual funds Good Knowledge of mutual fund regulatory environment Should have good business acumen • Should focus on achieving results and the targets assigned OTHER REQUIREMENT • The incumbent should have a good understanding and interpretation of financial market data • • Should have good understanding of changing dynamics of mutual fund industry Aware and understands the organizations vision & strategic goals. Continuously evaluates personal progress in line with organizations goal BEHAVIOURAL COMPETENCIES • Managing Vision & Strategy: Accomplish team goals, department goals keeping in line with organizations vision, philosophy and strategic goals. Motivate team members in achieving individual and team goals in connect with organizations strategic goals by creating and implementing short term or long term plans. Closely monitor the work of team members to ensure its aligned with vision & strategic goals. • • • Business Acumen: Agile on development of own and other departments. Gain Thorough knowledge and understanding of his or her work and about competition. Effectively using the available resource keeping in mind of cost and efficiency to meet goals. Drive for Results: Ensure team members are clear with expectations, targets /goals. Look for improvement in self & team performance by upgrading and upskill about systems, processes & technology. Problem Solving & Decision Making: Effectively using the available information. Evaluates best alternative ideas and solutions and advise team members to generate innovative ideas/solutions. Supports team members in making quick decision and evaluate potential consequences of each alternative. • • • Customer & Stakeholder Management: Demonstrates expertise & credibility while interacting with customers. Suggest improvements in system, processes and services. Monitors and evaluates qualitative or quantitative metrics on customer feedback. Teamwork & Collaboration: Recognize & appreciate team efforts, to interact and built effective network with peers and senior leaders within organization. Identify opportunity and exchange knowledge, expertise, best practices across teams. Developing Talent: Act as a coach & guide to develop their knowledge or skills which in turn will help team members to take extended responsibilities or future role. Share honest & actionable feedback.

Overview The Enterprise Operations and Quality team oversees the data, services, and applications within the Climate and Sustainability Engineering and MSCI's Data Technology verticals. Our primary responsibility is to manage and support end-to-end Quality Engineering by creating tools and tests that ensure continuous quality assessment of applications, services, and generated data. MSCI is renowned for its high-quality data, which is crucial for critical investment decisions, and our role is vital to this mission. Responsibilities Create and deploy engineering solutions to tackle intricate data validation issues. Write code in Python and/or Java to ensure the integrity of high-quality data. Design and build automation frameworks (different from traditional Selenium-based systems) to test data dimensions in complex environments, with the ability to manage big data. Qualifications Practical experience in the daily development of data-critical applications. 3-7 years of experience in quality engineering. Proficiency in Python and Java programming. This is a technical role, not a managerial position. What we offer you Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing. Flexible working arrangements, advanced technology, and collaborative workspaces. A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results. A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients. Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development. Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles. We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum. At MSCI we are passionate about what we do, and we are inspired by our purpose – to power better investment decisions. You’ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry. MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email Disability.Assistance@msci.com and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries. To all recruitment agencies MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes. Note on recruitment scams We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try and elicit personal information from job seekers. Read our full note on careers.msci.com

Cross-sell to mapped broking clients and services to meet their needs Address HNI clients" investment requirement through exclusive product offering and superior service delivery Ensure portfolio profitability by generating high income per customer

The role of Customer Service in the Financial Services industry involves providing exceptional customer service through various channels like phone calls, emails, or chats to address client queries and concerns regarding mutual funds. You will be responsible for processing transactions such as account opening, funding, redemption, and switches promptly. Collaboration with internal teams, especially the sales team, is essential to achieve sales targets and offer product recommendations aligned with clients" risk profiles. It is crucial to stay informed about market trends and regulatory changes to provide well-informed advice to clients. This is a Day Shift Job with 5 working days a week and fixed Saturdays and Sundays off. The role falls under the Customer Success, Service & Operations department in the Financial Services industry. The position is Full Time and Permanent, and the Role Category is Customer Success, Service & Operations - Other. The educational requirement for this role is Any Graduate.,

Need females candidate with minimum 1 year of experience in call centre in BFSI sector, preferably in outbound sales. Must be very good english communication skill. strong knowledge of investment and insurance product. Required Candidate profile having certification in BFSI sector is plus.

Security Master & Investment Operations Analyst (Night Shift 4:00 PM to 1:00 AM IST | Location: Chennai | Hybrid 4 days onsite) Job Overview: We are seeking a detail-oriented and process-driven Security Master & Investment Operations Analyst to join our financial operations team. The ideal candidate will have strong hands-on experience in security master setup and maintenance , pricing validation , cash processing , and collateral management . Exposure to corporate actions and reconciliation will be a strong advantage. This role supports critical post-trade and investment data functions in a fast-paced global environment. Key Responsibilities: Maintain and update security master data including fixed income, equity, and derivative instruments. Perform pricing validation and ensure market data accuracy from vendors like Bloomberg, Reuters, etc. Monitor cash movements , settlements, and related reconciliations across custodians and counterparties. Manage collateral processes including margin calls, dispute resolution, and reporting. Support corporate action processing including voluntary and mandatory events. Liaise with internal teams (portfolio management, accounting, compliance) to ensure data integrity. Participate in process improvements, audits, and data quality initiatives. Required Skills & Qualifications: 6 years of relevant experience in security master, pricing, or collateral management . Strong understanding of financial instruments: equities, bonds, structured products, and derivatives. Experience with Bloomberg, Reuters, Markit, Eagle, or similar systems . Familiarity with corporate actions and reconciliation processes (a plus). Strong Excel skills; knowledge of SQL or VBA is a plus. Excellent communication and analytical skills. Ability to work in EST shift (4:00 PM – 1:00 AM IST) and collaborate with global teams. Additional Details: Location: Chennai (Hybrid, 4 days onsite) Shift Timing: 4:00 PM to 1:00 AM IST Compensation: As per industry standards Notice Period: Immediate joiners preferred / up to 45 days

Position: Wealth Relationship Manager Location: Ludhiana/Amritsar /Jalandhar /Patiala/Ambala/Panipat/Hisar /Rohtak Experience: Min. 2years in MF/PMS CTC: Up to 8LPA Direct 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 clients. 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. For more details send your updated resume at aanchal@avaniconsulting.com Or what's app at - 9917283370

Position Title: Wealth Manager Investment Advisory Job Summary: Engage with affluent clients to understand their financial objectives, risk tolerance, and investment preferences. Offer customized investment solutions across a range of financial instruments including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Direct Equity, and Insurance (Life & General) Key Responsibilities: Deliver tailored investment strategies to HNI/UHNI clients in line with their financial goals and risk appetite. Keep abreast of market dynamics and trends to adjust client portfolios proactively. Drive consistent growth in client assets under management (AUM) and overall book size. Meet acquisition and revenue targets through advisory-led sales of investment products. Recommend model portfolios and strategic allocations based on in-house research and market outlook. Foster long-term client relationships to increase share of wallet and cross-sell opportunities. Ensure all advisory and transactional activities are compliant with regulatory norms and internal policies. Key Requirements: Proven experience in managing UHNI client relationships within the wealth management or financial advisory domain. Strong interpersonal and communication abilities to influence and build trust. Strategic thinker with an entrepreneurial drive and high ethical standards. Self-motivated, growth-oriented, and capable of thriving in a competitive environment. Strong collaboration skills and a team-focused mindset. Experience: Minimum 5 years in private banking, investment advisory, or related wealth management service Apply Now! Connect with me on LinkedIn to get more JOB UPDATES. https://www.linkedin.com/in/rupendra-profile/

Supervise assigned accounts to identify unresolved debts. Develop effective repayment plans. Follow-up with Members on OD. Oversee all monthly payments of OD Member. Research and implement effective collection techniques. Respond to Member account queries in a timely and professional manner. Target Oriented. Skills required - Communication Oral / Written, Problem-Solving, Negotiation, Time management, Computer, Target Oriented. Reporting To Branch Manager/ Regional Manager. Candidate Profile required Education Under Graduate / Graduate from renowned university Location: Bengaluru,Chennai,Ahmedabad,Kochi,Mumbai,Indore,Lucknow

Job Description for Relationship Manager-Signature Banking Position Purpose: To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities: 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Ensuring adherence to Compliance processes and guidelines. 9. Reduce rejection rates and improve quality of documentation. 10. Ensuring 360 client engagement Total Client Ownership. Qualification: Graduate Work experience: 5+ years Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House. Relevant experience as below: Senior Relationship Manager – 6+ years Relationship Manager – 3 – 6 years