11498 Mutual Funds Jobs - Page 5

Role & responsibilities JD Institutional Sales (Regional Role, AMC) Experience & Qualification: 510 years of experience in Institutional Sales within a top 15 AMC . Strong exposure to Debt Markets , Key Account Management , and Client Servicing . MBA preferred with proven ability in both new client acquisition (hunting) and relationship management (farming) . Role Overview: Responsible for Sales and Business Development across the assigned region, driving AUM growth and share of wallet through Institutional clients in alignment with corporate objectives. Key Responsibilities: Develop and execute regional sales strategies to achieve business targets. Build, manage, and expand relationships wi...

No 1 Bank is hiring Graduates for below role Video KYC Officer Phone Banking Officer Service Assurance team Social Media Escalation Outbound NRI Customer Service Virtual Care Officer Retail lability-outbound Sale Call 8779281301 yogesh www.hyfly.in Required Candidate profile Tele Sales with good comms Graduation is mandatory Immediate joiners Executive is responsible to to engage with New to Bank + Existing customers of the Bank further Cross Sell Products of the Bank

Team Leader-Voice Process-2 Inbound 2 Outbound Payroll-Mutual Fund CO Job Location-TBelapur Salary-4.8 Lakhs+Inc EXP-Graduate with min 1 yrs team handling exp Into Voice Process only apply(on papers TL) Call 9082104424 Sanika 9022157571 www.hyfly.in Required Candidate profile Monitoring and managing KPIs such as Service level, Occupancy, Shrinkage, AHT for productivity of team members. Manage assigned division’s productivity to department/area SLA MUST have TL Exp Perks and benefits Medical Allowance + Daily Allowance

Prior experience in Mutual Fund Inbound/outbound calling, customer service, or sales with NISM Certification is mandatory Strong relationship management and sales orientation. Basic understanding of Mutual Funds, NAVs, SIPs, and AMCs. Positive, and team-oriented mindset

Job Description Title: Relationship Manager Location: Mumbai Work Experience: 4+ years of experience Company Overview InCred Value Plus is the most recent venture from the InCred Group, established to redefine the landscape of financial services. With a focus on providing a comprehensive suite of financial products, Value Plus offers an array of options, including Mutual Funds, PMS, AIF, listed and unlisted bonds, Market linked debentures (MLDs), and unlisted equities. Role Overview The Relationship Manager position at InCred Value Plus offers an exciting opportunity to play a crucial role in building and maintaining strong relationships with clients. As a Relationship Manager, you will be r...

Role & responsibilities Co-ordinating with Branches, sub-brokers, franchises for the business development. Establishing new avenues for the business development. Preparing MIS with respect to business across channels, branches, sub-brokers, franchises, etc. Co-ordinating with Asset Management Companies for Fund/Scheme updates. Execution of Mutual Fund trades on BSE StarMF platform. Analyzing Mutual Fund Schemes across asset classes viz. Equity & Debt. Excellent written and oral communication skills.

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Roles and Responsibility Develop and implement technology solutions to enhance business operations and customer experience. Collaborate with cross-functional teams to identify and prioritize project requirements. Design and deliver training programs to ensure successful adoption of new technologies. Analyze market trends and competitor activity to inform technology decisions. Foster innovation and continuous improvement within the organization. Provide technical leadership and guidance to junior team members. Job Requirements Proven experience in a senior technology leadership role within the banking, financial services, or securities industry. Strong understanding of current and emerging te...

Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

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 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 collecti...

This is regarding opening for Senior Relationship Manager with leading Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs) Industry!! Experience: 4+Years Location: Kolkata Position Overview: With an emphasis on Alternate Investment Funds (AIFs) and Portfolio Management Services (PMS), the Relationship Manager-Sales will be in charge of overseeing and growing distribution sales in the Kolkata area. Building solid relationships with distributors, IFAs, wealth firms, and important clients is part of the job, which also entails using strategic sales activities to boost AUM and drive corporate growth. Key Responsibilities: Oversee distribution sales for the designated site...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

1. Evaluating and assisting in achieving the Teams Targets. 2. Accomplishment of revenue targets of Relationship Manager, 3. Number of corporate tie-ups and HNI lead generated

PURPLE FINANCE LIMITED is looking for Relationship Manager to join our dynamic team and embark on a rewarding career journey Building and maintaining positive relationships with clients: regular communication, responding to client inquiries and requests, and addressing any issues that arise Understanding client needs and requirements: understanding of the client's needs, goals, and objectives in order to provide relevant and effective solutions Identifying and pursuing new business opportunities: identify new business opportunities, such as upselling existing products or services, and work with the sales team to close new deals Providing excellent customer service: ensuring that clients are ...

As a Branch Manager in the Retail Liabilities vertical, you will be responsible for driving business growth, ensuring operational excellence, and delivering superior customer service. This role demands a dynamic leader with strong sales acumen, regulatory awareness, and the ability to manage a high-performing team. You will oversee the branch s profitability, compliance, and customer engagement, while also promoting cross-selling of financial products Drive enhancement of the deposit pool from existing and new customers. Ensure high standards of customer service delivery across all touchpoints. Promote and achieve cross-selling targets for non-deposit products. Lead sales initiatives for Mut...

We are seeking a dynamic and results-driven Relationship Manager TFE to lead retail sales initiatives in the Tractors and Farm Equipment segment. The role involves enhancing the deposit pool, driving cross-sell opportunities, and ensuring high standards of customer service and branch administration. The ideal candidate will have a strong background in retail liabilities, excellent leadership skills, and a deep understanding of financial instruments and customer service cycles. Enhance the deposit pool from customers through targeted acquisition and retention strategies Drive sales of non-deposit products including Mutual Funds, Insurance, and other cross-sell offerings Generate fee income an...

We are seeking a dynamic and results-driven Relationship Manager TFE to lead retail sales initiatives in the Tractors and Farm Equipment segment. The role involves enhancing the deposit pool, driving cross-sell opportunities, and ensuring high standards of customer service and branch administration. The ideal candidate will have a strong background in retail liabilities, excellent leadership skills, and a deep understanding of financial instruments and customer service cycles. Enhance the deposit pool from customers through targeted acquisition and retention strategies Drive sales of non-deposit products including Mutual Funds, Insurance, and other cross-sell offerings Generate fee income an...

We are seeking a dynamic and results-driven Relationship Manager TFE to lead retail sales initiatives in the Tractors and Farm Equipment segment. The role involves enhancing the deposit pool, driving cross-sell opportunities, and ensuring high standards of customer service and branch administration. The ideal candidate will have a strong background in retail liabilities, excellent leadership skills, and a deep understanding of financial instruments and customer service cycles. Enhance the deposit pool from customers through targeted acquisition and retention strategies Drive sales of non-deposit products including Mutual Funds, Insurance, and other cross-sell offerings Generate fee income an...

We are seeking a dynamic and results-driven Relationship Manager TFE to lead retail sales initiatives in the Tractors and Farm Equipment segment. The role involves enhancing the deposit pool, driving cross-sell opportunities, and ensuring high standards of customer service and branch administration. The ideal candidate will have a strong background in retail liabilities, excellent leadership skills, and a deep understanding of financial instruments and customer service cycles. Enhance the deposit pool from customers through targeted acquisition and retention strategies Drive sales of non-deposit products including Mutual Funds, Insurance, and other cross-sell offerings Generate fee income an...

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products. The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement. The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management. Acquire new HNI customers for retail loan products and banking services. Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etcBuild and grow CASA book size by onboarding quality custom...

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products. The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement. The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management. Acquire new HNI customers for retail loan products and banking services. Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etcBuild and grow CASA book size by onboarding quality custom...

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products. The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement. The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management. Acquire new HNI customers for retail loan products and banking services. Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etcBuild and grow CASA book size by onboarding quality custom...

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products. The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement. The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management. Acquire new HNI customers for retail loan products and banking services. Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etcBuild and grow CASA book size by onboarding quality custom...

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products. The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement. The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management. Acquire new HNI customers for retail loan products and banking services. Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etcBuild and grow CASA book size by onboarding quality custom...