11498 Mutual Funds Jobs - Page 7

Corporate Marketing Manager Location: Multiple Cities - Kolkata, Guwahati, Delhi-NCR, Bangalore, Chennai, Hyderabad, Ahmedabad, Gurugram, Noida, Pune, Indore, Nagpur & Bhopal. Employment Type: Full-Time Compensation: Fixed Salary + Attractive Incentives on Lead Generation & Conversion. About the Role Were seeking dynamic Corporate Marketing Managers to drive financial wellness initiatives across corporates and PSUs. You"ll collaborate with HR leaders and decision-makers to organize seminars, webinars, and employee engagement programs , promoting financial awareness and generating qualified leads for wealth products. Key Responsibilities Identify and engage with Corporates, PSUs & Institution...

Acquire and manage HNI/UHNI clients via networking, referrals, and strategic partnerships. Provide advisory on Mutual Funds, Bonds, SIPs, AIFs, Equities, Commodities & Currency. Achieve AUM & revenue targets, ensuring long-term client satisfaction. Required Candidate profile 7–15 yrs in Wealth Management/Broking, proven success managing large AUM portfolios. Strong market knowledge, investment expertise, communication, networking & leadership skills. Client-focused

We are hiring Banking Partner - Pioneer Banking Location- Chandigarh Interested candidates can send their profiles at nidhi.kundra@indusind.com Job Summary: Pioneer Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank. Detailed Summary: Relationship mgt of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationship...

We are seeking an experienced Relationship Manager / Wealth Manager to manage high-net-worth clients and advise them on Portfolio Management Services (PMS), Mutual Funds, Bonds, and other investment products.

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...

Role Overview The Assistant Vice President (AVP) Wealth Management Sales will lead business development initiatives, manage high-value client relationships, and drive revenue growth through advisory-led wealth solutions. The role requires a strong understanding of investment products, financial planning, and relationship management, along with proven sales leadership skills. Key Responsibilities Develop and execute strategies to achieve sales targets for wealth management products and services. Identify, acquire, and manage relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Provide tailored investment advice and holistic wealth management solutions, including po...

Role Overview The Assistant Vice President (AVP) Wealth Management Sales will lead business development initiatives, manage high-value client relationships, and drive revenue growth through advisory-led wealth solutions. The role requires a strong understanding of investment products, financial planning, and relationship management, along with proven sales leadership skills. Key Responsibilities Develop and execute strategies to achieve sales targets for wealth management products and services. Identify, acquire, and manage relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Provide tailored investment advice and holistic wealth management solutions, including po...

Contact Centre Specialist role Hybrid Locations Noida Sec 144, Uttar Pradesh, India Interview Location - Gurgaon The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Direct communication with clients and advisors to assist them with their queries, open issues and resolve high level problems over the phone in timely manner. Emphasis is on creating and delivering a unique client experience that defines and differentiate advisors practices. To provide brilliant customer service by responding to advisor and client inquires in fact pace, customer-focused environment. We are looking for motivated ...

Role Overview The Assistant Vice President (AVP) Wealth Management Sales will lead business development initiatives, manage high-value client relationships, and drive revenue growth through advisory-led wealth solutions. The role requires a strong understanding of investment products, financial planning, and relationship management, along with proven sales leadership skills. Key Responsibilities Develop and execute strategies to achieve sales targets for wealth management products and services. Identify, acquire, and manage relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Provide tailored investment advice and holistic wealth management solutions, including po...

Motilal Oswal- MUTUAL FUNDS SALES Mutual Funds Sales Representative Good Communications Skills Outbound calling Shift- 9:30am to 6:30pm Week Off: Sunday Fixed Graduation mandatory Salary: 18,000 To 24,500 ctc Required Candidate profile Fresher/Experience can apply Qualification: Graduates Location: ETPL, Thane West How To Apply To schedule your interview Call or send your CV through WhatsApp HR Rutuja - 9822687351 Perks and benefits Career Growth Opportunity !

Role & responsibilities Your job is to make our investors feel comfortable. You are responsible for giving them clarity about the structure of different assets and resolving all inbound queries coming on WhatsApp chats, emails and calls, along with providing actionable insights to the Product/Marketing team. 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)

We are hiring Banking Partner - Pioneer Banking Location- Jaipur, Kota Interested candidates can send their profiles at nidhi.kundra@indusind.com Job Summary: Pioneer Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank. Detailed Summary: Relationship mgt of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationsh...

Role & responsibilities: Working with various bank channels or wealth counters to achieve continuous and sustained growth in mutual fund domain Achieve sales targets through active distributor engagement. Strengthen relationships with channel partners and provide ongoing support. Deliver product training, marketing assistance, and conduct joint investor meetings. Organize distributor events and investor education programs. Provide market and competitor insights to internal teams. Qualifications & Skills: Minimum 4 years of experience in mutual fund or financial services sales. Strong knowledge of investment products, especially mutual funds. Excellent communication, relationship-building, an...

About the Role . Responsible for driving targets for Retail Fee products viz. Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers etc . Drive targeted product mix and persistency for insurance products to enhance profitability . Drive targeted level of branch and resource activation & productivity for achievement of Fee Revenue . Driving campaigns and contests launched locally or centrally to ensure achievement of the business volumes . Explore various avenues of increasing volumes through NTB / Referral for RFR business . Acquisition of new customers for RTFx business (Ne...

About the Role . Responsible for driving targets for Retail Fee products viz. Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers etc . Drive targeted product mix and persistency for insurance products to enhance profitability . Drive targeted level of branch and resource activation & productivity for achievement of Fee Revenue . Driving campaigns and contests launched locally or centrally to ensure achievement of the business volumes . Explore various avenues of increasing volumes through NTB / Referral for RFR business . Acquisition of new customers for RTFx business (Ne...

About the Role . Responsible for driving targets for Retail Fee products viz. Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers etc . Drive targeted product mix and persistency for insurance products to enhance profitability . Drive targeted level of branch and resource activation & productivity for achievement of Fee Revenue . Driving campaigns and contests launched locally or centrally to ensure achievement of the business volumes . Explore various avenues of increasing volumes through NTB / Referral for RFR business . Acquisition of new customers for RTFx business (Ne...

About the Role . Responsible for driving targets for Retail Fee products viz. Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers etc . Drive targeted product mix and persistency for insurance products to enhance profitability . Drive targeted level of branch and resource activation & productivity for achievement of Fee Revenue . Driving campaigns and contests launched locally or centrally to ensure achievement of the business volumes . Explore various avenues of increasing volumes through NTB / Referral for RFR business . Acquisition of new customers for RTFx business (Ne...

As a Derivatives Operations professional at our retail asset management company, you will be responsible for managing derivatives transactions, overseeing trading processes, and conducting detailed analysis to support operations. Your role will involve working closely with the trading and finance teams in Pune to ensure accuracy and compliance in all derivatives-related activities. Key Responsibilities: - Managing derivatives transactions - Overseeing trading processes - Conducting detailed analysis to support operations - Working closely with the trading and finance teams Qualifications: - 2+ years of experience in trade support for Derivatives operations - Knowledge of India Listed Derivat...

About the Role . Responsible for driving targets for Retail Fee products viz. Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers etc . Drive targeted product mix and persistency for insurance products to enhance profitability . Drive targeted level of branch and resource activation & productivity for achievement of Fee Revenue . Driving campaigns and contests launched locally or centrally to ensure achievement of the business volumes . Explore various avenues of increasing volumes through NTB / Referral for RFR business . Acquisition of new customers for RTFx business (Ne...

About the Role . Responsible for driving targets for Retail Fee products viz. Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers etc . Drive targeted product mix and persistency for insurance products to enhance profitability . Drive targeted level of branch and resource activation & productivity for achievement of Fee Revenue . Driving campaigns and contests launched locally or centrally to ensure achievement of the business volumes . Explore various avenues of increasing volumes through NTB / Referral for RFR business . Acquisition of new customers for RTFx business (Ne...

About the Role . Responsible for driving targets for Retail Fee products viz. Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers etc . Drive targeted product mix and persistency for insurance products to enhance profitability . Drive targeted level of branch and resource activation & productivity for achievement of Fee Revenue . Driving campaigns and contests launched locally or centrally to ensure achievement of the business volumes . Explore various avenues of increasing volumes through NTB / Referral for RFR business . Acquisition of new customers for RTFx business (Ne...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to us...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to us...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to us...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to us...