4687 Mutual Funds Jobs - Page 50

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

Job Specifications Role Designation: Cluster Manager- Department: Investment Products Function: Sales Company: MOFSL Reporting to: Regional Head - Investment Products Location: Hyderabad Job Purpose The role would require complete P&L responsibility for the Team reporting in - To profitably manage and create a team of high achievers. To expand the organisations HNI client base with acquisition of HNI clients . To create a profitable cross sell business at assigned branches . To score high on client satisfaction by providing them best investment advice, managing their portfolios and superior after sales services- To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Ensure the maintenance of the P&L of the team 2. Ensure the timely delivery of customized equity advise to assigned HNI customers (trading and investment ideas) 3. Compliance and surveillance to be checked on regular time intervals 4. Daily reviews of the team 5. Daily 3 meetings 6. Joint calls with Relationship Managers/Team Role Requirements o Educational Qualifications: Graduation in any discipline, MBA Finance/ CA/ CFA/ ICWA, NCFM/AMFI o Experience: 8+ Years in financial markets in a leadership role. o Domain Knowledge: Understanding of investment products and equity o IT Skills: MS Office

Primary Role :- Ensure that all leads are approached / called on or before specified Time Period for becoming distributor / Individual Financial Advisors (IFA) for Mutual Fund business. Explaining Mutual Fund Business opportunities and earnings to interested leads. Have to convince interested candidates to join business with NJ as Advisor. Achieve monthly target for recruitment of advisors. Secondary Role :- Prepare MIS as per the instructions of superior. Skills Required: Financial Product and sales knowledge is preferable Good convincing Power & Good Communications skills both verbal and written A Positive and go getter attitude & strong team culture Entrepreneurial drive, passion and enthusiasm. Perks and Benefits Annual Performance Based Incentives + Good Appraisal and growth If interested, kindly share your resume to mehaanshi.parmar@njgroup.in Mob - 9099059936

Job description Role & responsibilities Exp. in Private Banking is must . To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Portfolio Handling more Than 100cr. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution The position shall be evaluated basis overall profitability & relationship at a RM level as well as client level The position shall be based out of Corporate and Institutional Banking Office for the relevant location. Hence, the position is not part of any specific branch. Candidate must have exp. required more than 6 years in wealth management or Private wealth.

Join VVC’s growth trajectory as a Sales Executive/Relationship Manager, driving new investor outreach, educating clients on container-leasing opportunities, and cultivating long term relationships to meet monthly and quarterly sales goals.

Join VVC’s growth trajectory as a Sales Executive/Relationship Manager, driving new investor outreach, educating clients on container-leasing opportunities, and cultivating long term relationships to meet monthly and quarterly sales goals.

As a Sales Executive, your primary responsibility will be to drive new business and revenue growth by effectively selling solutions and services to customers using various communication channels such as phone and email. Key duties will include developing and nurturing strong customer relationships, identifying customer needs, and offering appropriate solutions, as well as negotiating and closing sales deals. It will be crucial to meet or exceed monthly and quarterly sales targets to ensure business success. In this role, you will also need to stay informed about the latest trends and developments in the IT market to provide relevant solutions to customers. Collaborating with other teams to guarantee customer satisfaction and maintaining accurate records of customer interactions in a CRM system will be essential tasks as well. The ideal candidate for this position will possess excellent communication skills in both Hindi and English, along with a sound technical understanding of IT services. A successful track record in achieving sales targets, a bachelor's degree in a related field, and prior experience in IT services are highly desirable. A customer-centric approach and the ability to work well in a team will be key to excelling in this role. This is a full-time position that requires in-person work at the designated location.,

Job Description: Relationship Manager Wealth/ Business Company Overview: Moneyfrog is a Wealth Technology Firm, catering to the needs of HNI, Affluent & NRI clients in India & Abroad. Moneyfrog has designed and built an innovative & dynamic Wealth-Tech hybrid platform, to offer investment products & solutions, which maximizes returns and offer long lasting solutions. Moneyfrog has evolved out of the prevailing vacuum of managing investors financial well-being & risk. Existing Product-Push & Cross-Sell approach, followed by the Banks & the Financial Brokers, usually leads to wrong product pushed & compromised returns for the customers. Qualifications: Experience: Minimum of 1 year of relevant experience in handling client relationships and client acquisition within the finance/ investment industry. Education: Bachelors/ or masters degree in finance, investments, or a related field. Regulatory Certification: AMFI Mutual Fund Certification or CFP Certification is must. If not, same to be cleared within one month of joining. Key Responsibilities: Develop and manage innovative marketing strategies, to generate high-quality leads and acquire clients. Optimize lead flow processes to enhance conversion rates, facilitating smooth customer onboarding and successful client integration. Leverage acquired clients to build Assets under Management (AUM) and develop tailored financial products to meet their investment needs. Design and implement a robust referral program to expand client base and increase business growth. Skills Required: In-depth understanding of Mutual Funds and Equity Markets is essential for providing informed advice and solutions. Proven experience in managing and maintaining strong client relationships. Demonstrated ability to articulate complex financial concepts clearly and effectively to clients and stakeholders. Why Join Us Growth Opportunities: Be part of a forward-thinking company with ample opportunities for professional development and career advancement. Dynamic Environment: Work in a collaborative and supportive atmosphere where your contributions are valued. Competitive Compensation: Attractive salary package and performance-based incentives. If you are a motivated professional with a passion for finance and a proven track record in business development, we want to hear from you. Apply now and take your career to the next level with Moneyfrog Financial Services Pvt Ltd!,

Dear Candidate, Greetings From "APEX SERVICES" Designation -Equity sales/BRO/KAM Min Experience -1 YRS & above CTC - Upto 4.5 LPA Other perks - Incentives + Career Progression Plan + PF + ESIC + Mediclaim (Employee + Family) + Paid Leaves + Annual Increment + Performance LinkedIn Bonus. Location- Bangalore Roles & Responsibilities: - Will be responsible for sourcing & deepening relationships from existing customer base of Bank Will be responsible for selling Equity based investment products to this set of customer base. Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. Responsible for servicing and generating references from the partner bank Channel customer base. Required Skills : - Graduate / Post graduate with minimum 1 year of selling experience. Should have good communication & presentation skills. Should be a self-starter, proactive & target oriented. Should possess strong networking & relationship building skills. May have good existing client relationships in the market. Should have effective servicing skills and should be excellent in conflict management. Kindly reply with an updated CV on apex.mitalihr@gmail.com if you are interested in the mentioned Job Role. You can also call on 8112416630.

The job is for an Assistant at Vivek Financial Focus Limited located in Janakpuri. The salary will be as per industry norms. The ideal candidate should have workable knowledge of MS Office applications such as Word, Excel, and Powerpoint. It is important to have the ability to work effectively in a team and coordinate well to deliver results. Basic understanding of accounting and financial markets like Stocks and Mutual funds is required for this role. Desired Candidate Profile: - Number of Vacancies: 2 Company Profile: - Industry: Stock Broking Keyskills required: - Workable knowledge of MS Office (Word, Excel, Powerpoint) - Ability to work in a team and coordinate to deliver results - Basic understanding of accounting, financial markets like Stocks, Mutual funds etc. For further details, please contact: Contact Person: Ashish,

What are we looking for Sharekhan is seeking a motivated Investment Portfolio Advisor to join our team. This role is ideal for a professional with a foundational understanding of financial markets, eager to gather assets across a diverse range of investment products, and drive new business development. You will be responsible for building strong client relationships and contributing significantly to our Asset Under Management (AUM) growth. Key Responsibilities: Direct Responsibilities: 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. Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. Create an incremental SIP Book . Responsible for achieving New Business development targets by reactivating and activating new clients. Ensure all clients are met on a regular basis. Ensure connection 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. Ensure 2-3 client meetings are done per day within your territory.

What are we looking for Sharekhan is seeking a motivated Investment Portfolio Advisor to join our team. This role is ideal for a professional with a foundational understanding of financial markets, eager to gather assets across a diverse range of investment products, and drive new business development. You will be responsible for building strong client relationships and contributing significantly to our Asset Under Management (AUM) growth. Key Responsibilities: Direct Responsibilities: 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. Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. Create an incremental SIP Book . Responsible for achieving New Business development targets by reactivating and activating new clients. Ensure all clients are met on a regular basis. Ensure connection 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. Ensure 2-3 client meetings are done per day within your territory.

What are we looking for Sharekhan is seeking a motivated Investment Portfolio Advisor to join our team. This role is ideal for a professional with a foundational understanding of financial markets, eager to gather assets across a diverse range of investment products, and drive new business development. You will be responsible for building strong client relationships and contributing significantly to our Asset Under Management (AUM) growth. Key Responsibilities: Direct Responsibilities: 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. Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. Create an incremental SIP Book . Responsible for achieving New Business development targets by reactivating and activating new clients. Ensure all clients are met on a regular basis. Ensure connection 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. Ensure 2-3 client meetings are done per day within your territory.

Urgent hiring for Kotak Mahindra Bank Limited. For the Post of Assistant Manager / Deputy Manager (Outbound Tele-Sales Officer Role || Location:- Wagle Estate (Thane - West). Job Designation: Outbound Tele-Sales Officer (OCC) Job Grade: Assistant Manager M-1 / Deputy Manager M-2 Job Location: Thane-West (Maharashtra) Must be Experience: => Minimum 1.0 year to 5.0 year experience into Banking Sales / Telesales would be preferred. => Other than banking experience also can apply:- Like-: Any of Telesales, Outbound Sales, Branch Sales or relevant to our this Job Position also can apply. => Must be having good communication skills Verbal & Written both. => Male & Female both can apply between the age of 20-32 years only. Job Benefits & Features : => Working Day-: 5 Days working in a week. => Two Weekly offs: One fixed off on Sunday and another one is any of Weekday/Saturday. => Shift Timing-: This is a completely fixed Day Shift, the shift timing from 9.30 am to 6.30 pm. => Fixed Salary & Unlimited Incentives => This is "Contact Centre Branch" (Non-Branch Banking) based Job, => This is completely In-house / Office-based profile, No customer Visit, No face to face interaction, No field work. => This is permanent job on roles of the Kotak Mahindra Bank Ltd. with fixed salary + high incentives. Job Description: Continuous engagement with the mapped customers portfolio as per the contact policy, with accurate & complete capture of interaction details. Making outbound calls to Sell & Cross-Sell banking products on the basis of portfolio and engagement. Would be responsible to generate businesses & revenues including the monthly targets. Products need to sell like : CASA, Life & General Insurances, All kind of Loans, Credit Cards, Mutual Funds, Demat & Traiding A/C etc. Call handling as per defined standards and accurate resolution for customer queries. Promoting Digital Banking services for a superior customer service experience. Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Regular interactions with the customers and pro-actively assessing customer needs. Education Qualification: Minimum Graduate with any stream or Post Graduate / MBA also can apply. Salary Package: Annual CTC of INR 2.75 to 4.25 Lac per annum plus performance based high Incentives. Plus PF, Gratuity and Mediclaim & Insurance cover (as per policy). How To Apply : => Note: Interested candidates need to apply via Naukri.com by clicking apply link on same the page. or Need to forward the updated CVs / Resumes at : hr.careerem@gmail.com | And write in the subject line "Kotak-OCC-245" we will revert back. or => Also you can share updated CVs / Resumes via WhatsApp on: +91-96438-53808 | Write in the subject line "Kotak-OCC-245" If your CV / profile got shortlisted with us we will contact you back. For Any kind of assistance or query call us: Between 10.00 am to 5.00 pm only (Do not call beyond the mentioned timings) Mobile Number +91-96438-53808. Regards Career Empower (Hr-Team) On Behalf of Kotak Mahindra Bank

Role & responsibilities:- - Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers. - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet - Generating Incremental Business. - Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. - Increase CASA balance in allocated portfolio either through Deepening or Acquisition. - Prospect and acquire new NRI customers through various channels, including referrals, networking, and digital platforms. - Build and maintain strong relationships with NRI clients by understanding their financial goals and offering personalized banking solutions. - Provide expert advice and guidance on NRI banking products and services, including NRE/NRO accounts, remittances, investments, and wealth management solutions. Perks and benefits:- Attractive Growth, Conveyance and Joining/Confirmation Payouts

1-Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with HNI clients. 2-Cross Selling of other financial products like MF and Structured products. 3-Meet the required AUM.

- 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@yahoo.com

PMS Business Development | Renowned bank - AMC | Chennai F2F interview - Spot Selection Role & responsibilities 1) Responsible for Concept Selling across the region, leveraging distributor relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To actively work on D & E counters with Sales team and include them as part of their branch visit 6) To work with Sales Team in increasing distribution spread and product Mix 7) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit 8) Support to create simpler communication on Focused Products along with Product team 9) Give market feedback to Investments on Competition Products Positioning and Product sales in market 10) Feedback to Investments team on Distributor/ Investor queries on Funds/Products 11) Accompany Sales RM in key distributor meeting (Advisory IFA, UHNI, Private Wealth RM) and closely manage Key Family Offices/UHNIs in the respective region Preferred candidate profile Any graduate OR MBA ( pref )with sales experience Regards, Sandipa 7980475998

PMS Business Development | Renowned bank - AMC | Chennai F2F interview - Spot Selection Role & responsibilities Grow PMS market share and penetration in assigned regions Mutual Funds and other investment products sales. Build and manage distributor relationships to drive sales Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Any graduate OR MBA ( pref )with sales experience: Min 8+ Years (PMS) Regards, Sandipa 7980475998

Kotak Mahindra Bank is hiring for Affluent Relationship Manager - Delhi NCR Location/ AVP and DVP Grade. Interested candidates can share their CV on " priyadarshini.pradhan@kotak.com " Job Role: - Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements. Ensure client contactability at all times through regular connect with them in weekly/monthly calls. Resolve client queries for the managed book within the specified TAT. Plan and conduct special sales initiatives and events for prospective and existing clients. Endure adherence to all bank and regulatory processes at all times. Job Requirement:- Aptitude to deliver high quality customer service by using organization and interpersonal skills. Minimum 4 years to 14 years of experience. Decision making skills with strong sense of ownership. Experience in portfolio management, building and maintaining HNI customer relationships.

Relationship Management : - Managing the banking and investments relationship ofT clients and responsible for overall growth of Liabilities & Investment business from HNI segment - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. - Identify current and potential relationship with additional revenue potential and grow business - Generating Incremental Business - Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. - Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships - Increase CASA balance in allocated portfolio either through Deepening or Acquisition - Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: - Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values - Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory: - Financial Planning and Investment Advisory to HNI clients - Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit: - Ensure all sales activity is recorded online as per the organizational process - Capture and maximize the business opportunity through detailed client profiling as per organizational process

Key Result Areas Supporting Actions Formation Supporting formation & execution of long term organization strategy in a multi-product cross sell ecosystem Build execution plan in terms of conversion, capacity for the channel for next few years Developing detailed understanding of all business products, processes and regulatory conditions for health & life insurance, lending and mutual funds, stock broking verticals Collaboration Collaborating with internal cross-functional stakeholders (Marketing, Alliances, Analytics, Product, Finance) to lead sustainable customer acquisition models Work closely with sales team to drive target, revenue, Mix, Activities, Incentive, etc Coordinate and collaborate with cross function stakeholders to drive balanced product mix Sales Drive Business regularly and work with new formed multiple LOBs channel Sharing data based insights and recommendations for sales team to work on to improve key sales metrices like revenue, leads, LCR, activation Analysis Performing competitor analysis across relevant industries, fintech set-ups to execute best in class practices & be a thought leader in the domain Ensuring inputs and enhancements to CRM and LMS tools are happening and addressing any issues cropping up Streamline multiple LOBs process for higher efficiency & lower conversion TAT Streamline sales dashboard & MIS system by working closely with Analytics, Sales and LOBs Spoc

Relationship Management : - Managing the banking and investments relationship ofT clients and responsible for overall growth of Liabilities & Investment business from HNI segment - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. - Identify current and potential relationship with additional revenue potential and grow business - Generating Incremental Business - Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. - Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships - Increase CASA balance in allocated portfolio either through Deepening or Acquisition - Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: - Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values - Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory: - Financial Planning and Investment Advisory to HNI clients - Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit: - Ensure all sales activity is recorded online as per the organizational process - Capture and maximize the business opportunity through detailed client profiling as per organizational process Role & responsibilities Preferred candidate profile

Role & responsibilities Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet

PMS Business Development | Renowned bank - AMC | Chennai F2F interview - Spot Selection Role & responsibilities Grow PMS market share and penetration in assigned regions Mutual Funds and other investment products sales. Build and manage distributor relationships to drive sales Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Any graduate OR MBA ( pref )with sales experience: Min 8+ Years (PMS)