11498 Mutual Funds Jobs - Page 6

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...

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...

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...

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...

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...

Objectives of the Role: Responsible for driving Mutual Fund Sales through Banks, IFAs, Wealth counters and National Distributors & Direct Clients Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM Conducting meetings with clients/associates, understanding their needs and provide relevant feedback up the chain. Develop and maintain relationship with clients that will generate future sales and repeat business Build long term core assets through incremental net sales Refer client feedback and competitor activities and provide quick feedback up the chain in the firm so that the firm can respond to changing market conditions. Execute the sa...

Objectives of the Role: Responsible for driving Mutual Fund Sales through Banks, IFAs, Wealth counters and National Distributors & Direct Clients Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM Conducting meetings with clients/associates, understanding their needs and provide relevant feedback up the chain. Develop and maintain relationship with clients that will generate future sales and repeat business Build long term core assets through incremental net sales Refer client feedback and competitor activities and provide quick feedback up the chain in the firm so that the firm can respond to changing market conditions. Execute the sa...

JOB DESCRIPTION JOB Role- Responsible for generation of revenues through sale of CASA and Third Party Products like Insurance, Mutual Funds, Online Trading, Demat Accounts etc. through the Sales Channel. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics. Responsible for leading a large Sales Channel comprising of Team Leaders and Sales. Executives and ensuring Recruitment, Training, Retention and Mentoring of Sales teams Experience in handling large team. Background in order of preference Banking Financial Service FMCG / Tele Communication JOB Requirement- Excellent written and ora...

Join us as an " Operation Analyst -Investment Operations" at Barclays, where youll spearhead the evolution of our digital landscape, driving innovation and excellence. Youll harness cutting-edge technology to revolutionize our digital offerings, ensuring unapparelled customer experiences. To be successful as an " Operation Analyst -Investment Operations", you should have experience with: Roles and Responsibilities: The core activities/responsibilities for this function are mentioned below- Execution and Settlement of Transactions for Wealth, PMS and Advisory Clients- 1) Exchange Trades Equities & Derivatives 2) Mutual Funds 3) Bonds, MLDs, IPOs 4) Managed Products, Maintenance of Security Ma...

Location: Mumbai/ Chennai / Hyderabad Experience Required: 15+ Years in Wealth Management CTC: 30 LPA - 70 LPA (Negotiable based on current CTC and interview) Employment Type: Full-Time, Permanent About the Role We're looking for a seasoned for our Private Wealth Division . The role involves managing relationships with Ultra High Net Worth Individuals (UHNI), offering customized investment and wealth creation strategies through products like PMS and AIF.If you have a strong client network and proven experience managing large portfolios, this is a high-impact opportunity to grow your career with a market leader. Key Responsibilities Acquire and manage UHNI clients (net worth above 5 crore) an...

6 Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM => INR 20 Million through need-based approach and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality Treasures clients in the branch location areas Engage with existing customers to deepen the wallet share through retention and growth of AUM. Acc...

You can apply if: 1. Good communication skills 2. Proficient in any South Indian language 3. The desire to help customers with their problems 4. You have basic financial knowledge 5. Clarity of speech and thought Work time and schedule: 1. 5-day working 2. Roster based schedule. 3. Timings: 9 AM to 9 PM (9-hour working, Roster basis)

Lead provided by the company you need to work on this lead Convince the customer and sales insurance policy Give the right policy explanation of clients Take daily follow-up clients Set the meeting with interested clients Organizing sales visits Required Candidate profile 1+ years of field sales experience Graduation is mandatory Local candidates preferred Contact For more Information: + 91 81601 74117 | Priyansi Perks and benefits Attractive incentives Career growth opportunities

Responsible for Demat & Trading account acquisition, cold calling, and achieving sales targets. Must have good communication & convincing skills. Attractive salary, incentives & foreign trips!

* The candidate has to handle tie-up banks. * Regularly visiting all the branches across the territory * To build relationships with existing customer * Lead Closing * Handle the walk-in customer through tie-up Banks. * 100% lead provide Required Candidate profile * Qualification : Graduate * Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector * Age criteria : 22 to 37 Years * Good Communications Skills

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 collectio...

Role & responsibilities 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. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Role & responsibilities 1. Trading on behalf of clients 2. Building relationships with clients & educating them about investments. 3. Client Acquisitions as per targets and cross selling of 3rd party products. (MF, Insurance, SIP, etc.) Must have - 1. Capital Market Knowledge(Equity, derivatives, future,& options) 2. Educating customers about various investment product like insurance, mutual fund, SIP. 3. Excellent communication skills 4. NISM 8 and NISM 5A certificate Interested candidates can share their resume om Samidha.mahadik@hdfcsec.com

Role & responsibilities Dealing with HNI and Ultra HNI Clients Cross Sell the products PMS ,AIF, Mutual Fund ,Life Insurance ,HL ,GL Etc Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through va...

Job Purpose One Web is one of the three large pieces of the company. ™s omnipresence strategy and the most important. It is an integrated platform offering a portfolio of products covering payments, cards, wallets, loans, deposits, mutual funds, and loans on lifestyle products ranging from consumer durables to home furnishing. One Web platform will integrate our home-grown ecommerce store, insurance marketplace, investment marketplace, payments engine including BBPS and offer a consumer-tech experience to our customers. It will be a dynamic digital platform which will be hyper-personalized for each customer and provide the right nudges across multiple channels to start, resume or finish the ...

The Position: Specialist, Level II The Department: Data Level II Shift : US The Group: Morningstar is one of the largest independent sources of fund, equity, credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company. We provide independent analysis on individual securities, funds, markets, and portfolios. We also provide data on hundreds of thousands of investment offerings, including stocks, mutual funds, and alternative vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. In this role as Data Special...