15429 Mutual Funds Jobs - Page 50

Cholamandalam Securities (Onroll) Retail Advisory Salary: 4 to 7 LPA Location : Chennai Bangalore Hyderabad Key Responsibilities: - Advisory Services: Provide expert advice to clients on Equity, Derivatives, and Currency Markets. - Client Acquisition: Acquire new clients and retain existing ones through periodic meetings. - Revenue Generation: Activate clients through effective advisory and cross-sell products like Mutual Funds, Insurance, and PMS. - Query Resolution: Handle client queries and complaints within TAT Eligibility Criteria: Graduate/Post-Graduate degree in Finance or related field Minimum 1 year of experience as an advisor - Equity Dealing NISM 5A and 8 certification is mandator...

As a Customer Support Executive in the Wealth Management department, your role will involve conducting comprehensive analysis of equities, Exchange Traded Funds, cryptocurrencies, and mutual funds to support informed investment decisions. You will be responsible for monitoring market trends, corporate actions, dividend events, and company financial performance. Additionally, you will assess investment opportunities and create detailed, data-driven research reports. Your contribution to the development of wealth management strategies and support for the investment advisory process will be crucial. Key Responsibilities: - Conduct comprehensive analysis of equities, Exchange Traded Funds, crypt...

As a Sales & Business Development Partner at PGWealthCare, your role is crucial in growing the client base in Investments, Mutual Funds, SIPs, and Insurance products. Your responsibilities will include: - Reaching out to potential clients - Explaining investment & insurance products in simple language - Assisting clients in starting their investment journey - Cultivating long-term relationships with prospects - Meeting monthly client acquisition targets - Working autonomously and earning high commissions on every successful sale This position offers a performance-based income opportunity where your earnings increase with the number of clients you bring in. To excel in this role, you should p...

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com

- To Sell Demat and Trading A/c, Mutual Fund, Insurance to Clients - It is field work Job and business has to be sourced from open market & Leads given by company & existing client base - candidates can also their CVs at popularplacement@gmail.com Required Candidate profile - Should have knowledge of Mutual Fund & PMS. - 2 Years experience in Stock Broking/Banking is required - Should have Good Client Base candidates can also their CVs at popularplacement1@gmail.com

J.P. Morgan Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide. As a User Acceptance Testing Test Analyst within the Fund Accounting Quality Assurance Team, you play a critical role in ensuring the delivery of robust and reliable financial technology solutions. You collaborate with cross-functional stakeholders to design, execute, and manage comprehensive testing processes. Your expertise supports the integrity and performance of applications across the capital markets and fund accounting domains. Job Summary (3 sentences) As a User Acceptance Testing Test Analyst within the Fund Accountin...

Acquire new customers for banking products Generate leads through field sales and referrals Meet assigned monthly & quarterly sales targets Build and maintain strong customer relationships Ensure proper documentation and compliance Required Candidate profile Any Graduate 1+ year exp. in Sales or BFSI Strong communication & negotiation skills Target-oriented and self-motivated Local candidates preferred Contact: Princy Z. | +91 9327916832

Handle location-specific leads provided by the company Conduct face-to-face customer meetings for Sales Generate self-leads through referrals. Cross-sell and upsell insurance products Maintain accurate customer records Work from Hub Office Required Candidate profile Criteria : - Experience : Sales experience of 2+ years Insurance Preferred - Strong communication & convincing skills For better reach you can share your CV @ Ajay | 7984495928

Bajaj Capital Ltd. is currently hiring for Relationship Manager/ Sr. RMs with minimum of 1 Year of experience. -The role focuses on Client Acquisition, HNI Client Handling, Relationship Management, AUM Growth and Portfolio Management. -The product suite includes Mutual Funds , Insurance , Corporate FDs, PMS, AIFs etc . -It's B2C Segment and Direct Channel . -Graduation is mandatory in any field.

dentify and approach potential customers through field visits Promote and explain company products/services to clients Generate new leads and convert them into sales Achieve assigned monthly and quarterly sales targets Required Candidate profile Graduation preferred Prior experience in sales & marketing is mandatory Good communication and interpersonal skills Local market knowledge will be an added advantage Nisha – HR +91 9904750213

About this role: Wells Fargo is seeking a Securities Operations associate In this role, you will: Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations Review basic or tactical issues, policies or procedures for which answers can be quickly obtained, related to low risk tasks and deliverables with narrower impact Receive direction from manager and exercise judgment within defined parameters related to resolving situations on a full process within a trade environment, while developing understanding of various functions, policies, and procedures Provide information to, collaborate, and consult with peers, col...

We are looking for a highly skilled and experienced Branch Manager to lead our sales team. The ideal candidate will have a strong background in sales and management, with excellent leadership and communication skills. Roles and Responsibility Develop and implement effective sales strategies to achieve business objectives. Lead and manage a team of sales professionals to meet or exceed sales targets. Build and maintain strong relationships with clients and stakeholders. Analyze market trends and competitor activity to identify new business opportunities. Collaborate with cross-functional teams to drive business growth. Monitor and control expenses to ensure profitability and efficiency. Job R...

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose the relentless pursuit of a world that works better for people we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Inviting applications for the role of Management Trainee, Wealth Management-Asset Transitions and Security Pricing Location :- Pune & Bangalore In this r...

We are looking for a highly motivated and results-driven Business Development Executive to join our team. The ideal candidate will have a strong background in sales and business development, with excellent communication and interpersonal skills. Roles and Responsibility Develop and execute strategic plans to achieve business objectives and expand the customer base. Build and maintain strong relationships with existing and potential clients to increase sales revenue. Conduct market research and analyze industry trends to identify new business opportunities. Collaborate with cross-functional teams to develop and implement effective marketing campaigns. Provide exceptional customer service and ...

Role- Backend Support Position-Financial Analyst / Equity & Crypto Trading Specialist Experience: 6+ months 5 Working Days 2 Rotational Week-offs Both-Side Cabs (Within Hiring Zone) Role Description This is a full-time on-site role based in New Delhi for a Financial Analyst specializing in Trading and Taxation. The Financial Analyst will be responsible for developing financial plans, conducting financial analysis, preparing and analyzing financial statements, and ensuring compliance with regulatory requirements. Other responsibilities include monitoring trading activities, overseeing financial reporting, and supporting decision-making with actionable financial insights. Qualifications Profic...

We are looking for a highly motivated and experienced Business Development Manager to join our team. The ideal candidate will have a strong background in sales and business development, with a proven track record of driving growth and expansion. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets and expand the customer base. Build and maintain strong relationships with existing clients to increase repeat business and referrals. Identify new business opportunities through market research and industry events. Collaborate with cross-functional teams to develop and launch new products and services. Analyze market trends and competitor activity t...

We are looking for a highly motivated and experienced Business Development Manager to join our team. The ideal candidate will have a strong background in sales and business development, with a proven track record of driving growth and expansion. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets and expand the customer base. Build and maintain strong relationships with existing clients to increase repeat business and referrals. Identify new business opportunities through market research and competitor analysis. Collaborate with cross-functional teams to develop and launch new products and services. Analyze sales data and market trends to opt...

We are looking for a highly motivated and experienced Business Development Manager to join our team. The ideal candidate will have a strong background in sales and business development, with a proven track record of driving growth and expanding customer bases. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets and expand the customer base. Build and maintain strong relationships with existing customers to ensure customer satisfaction and loyalty. Identify new business opportunities through market research and competitor analysis. Collaborate with cross-functional teams to develop and launch new products and services. Analyze sales data and m...

Role & responsibilities : Underwriter and Sr Underwriter Experience required for the Job: 3+ years Job Location: Mumbai/Chennai/ Bangalore/ Hyderabad Key skills: Underwriting (Residential) , US mortgage Position Overview Candidate should have total 3+ years of US mortgage (Live & Post closing) underwriting experience. Well versed with FNMA. FHLMC, knowledge of GNMA and investor guidelines is an additional benefit Should have good analytical and problem-solving skills Should have decision-making skill when applying in business judgment Evaluate complete loan documents and should provide approval or denial decision Complete review of credit report to verify trade lines, derogatory accounts, pu...

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

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

Role & responsibilities Wealth Manager - B2C Sales @ Stock Broking | Overall Mumbai | Upto 20LPA Acquiring and managing relationships with (HNI) and Ultra-HNI clients with wealth and investment products. Preferred candidate profile Expertise in handling HNI and UHNI Clients Should move a minimum book size of 10 cr

Lead and motivate field sales team for daily results Achieve sales targets and revenue growth Identify new business opportunities in assigned area Build strong customer relationships Ensure timely collections and accurate reporting Required Candidate profile Graduation is mandatory 1+ year field sales experience in any field Willing to do field work Good Communication and interpersonal skills Required local candidate Contact: Meenaakshi | 9313653024

Handle assigned leads and convert them into successful sales closures Generate fresh leads through market visits, referrals, and field activities Guide customers on product features, benefits, and required Required Candidate profile Graduation preferred Min 1 year of exp in Insurance / Banking / Finance / Loans / BFSI Sales Strong communication & convincing skills Target-oriented and self-driven mindset Shashi - 8860886875 Perks and benefits Fixed salary +Incentives and Other Beneifts

Identify recruit and Manage the sales team Build and maintain strong relationships with clients Prepare sales plans, and forecasts Close sales and achieve assigned targets Update customer and sales records Guide and support junior sales executives Required Candidate profile Graduation is mandatory 1+ year field sales experience in any field Willing to do field work Good Communication and interpersonal skills Required local candidate Contact: 93136 53024| Meenaakshi