8524 Mutual Funds Jobs - Page 7

Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Rimesier. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...

Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Rimesier. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...

Key Responsibilities Team Leadership & Management: Recruit, onboard, train, and mentor a direct sales team to achieve productivity and sales targets. Sales & Business Growth: Develop and implement strategies to drive direct sales of life insurance policies, meet and exceed sales targets, and foster a results-driven culture. Customer Relationship Management: Build and maintain strong customer relationships to ensure satisfaction and retention, and ensure prompt resolution of customer inquiries and issues. Operations & Compliance: Oversee daily branch operations, ensuring smooth functioning and adherence to IRDAI guidelines and company policies. Performance Monitoring: Track sales performance,...

Graduate/Postgraduate degree in Finance, Commerce, or related fields, 23 years of BFSI experience, strong communication and facilitation skills, and the ability to connect with diverse youth. BFSI/NISM certifications are preferred. Gratuity Provident fund

SUMMARY Job Opening: SME-OTC Reconciliation Specialist Location: Pune Experience: 4+ years We are excited to present an outstanding opportunity for a SME - OTC (Over The Counter) Reconciliation Specialist with one of our esteemed clients in Bangalore. The ideal candidate will be responsible for ensuring the accurate management of daily reconciliations of brokerage trades and brokerage calculation, with hands-on experience in the process. They will also be accountable for exception management, timely escalation of discrepancies to appropriate stakeholders, and ownership through to resolution. Additionally, the candidate will be expected to have effective communication with the Recon team for ...

Hiring for a Leading Financial Services Company Profile: Wealth Manager (Financial Planner) CTC: 5L 16L Location: Dwarka Experience: 2+ years in wealth/financial services Joining: Immediate or short notice preferred Requirements: * Excellent English communication * Presentable and professional * Must have existing clients/book of business * Responsible for client acquisition, portfolio management & financial advisory Interested candidates can share their resume at 9759214475 Key Responsibilities: Manage and review existing client investment portfolios. Acquire new clients through referrals, social media, and financial awareness programs. Conduct financial planning, portfolio analysis, and re...

Designation:Customer Service - Inbound Payroll-No 1 General Insurance Co Payroll Job Location-Vashi Process-Inbound Salary-16K to 29K Net+Incentive Day Shift 5 DAYS WORKING Work From Office Call 8080126356 Trupti www.hyfly.in Required Candidate profile 1. Inbound Customer service profile 2. Explaining the customers product features & benefits. 3. Ensuring all compliance and SLA during the calls. 4. GRADUATES FRESHER AND EXP BOTH CAN APPLY

You will be joining Top Quartile Financial Services Private Limited, a company based in Pune that specializes in financial planning, Mutual Funds distribution, Portfolio Management, Insurance, and other investment-related services. Our company offers customized research and analytical reports, along with a user-friendly mobile application for portfolio tracking and transactions. We prioritize ethics, trust, and superior quality in all our services, striving to align with our clients" evolving financial aspirations and create wealth for them. - Drive sales of financial products - Manage client relationships - Identify new business opportunities - Execute financial planning strategies - Meet p...

As a Relationship Manager, your role involves undertaking the acquisition of Quality CASA and revenue products such as Life Insurance products, Mutual Funds, Gold, Trade/FX, and Assets products. To maintain good relationships with customers, it is crucial to conduct regular interactions and address any queries promptly. Key Responsibilities: - Acquire Quality CASA and revenue products - Maintain good customer relationships - Comply with KYC and operational risk parameters - Adhere to the bank's policies and processes - Escalate issues impacting the business and provide solutions - Prioritize safety and security of Bank and customer's assets - Submit MIS reports to relevant stakeholders - Set...

As an Investment Operations Analyst, you will perform routine and intermediate procedures, analysis, and report preparation to support the lifecycle of investments in global infrastructure. You will independently identify and resolve problems, following established guidelines, and escalate complex issues to senior team members. Additionally, you will conduct special analyses and studies, focusing on account reconciliation, reporting, transaction management, portfolio analysis, compliance, data support activities, and trade support activities. Your role will involve supporting global investment initiatives through participation in projects, process reviews, and system enhancements. Key Respon...

Role Overview: As a part of this role, you will be responsible for enhancing the deposit pool from customers by providing excellent service and establishing high standards. Your primary focus will be on selling non-deposit products and achieving cross-selling targets, particularly in the areas of mutual funds and insurance products. Another key aspect of your responsibilities will involve generating fee income for the branch. Key Responsibilities: - Enhance the deposit pool by providing excellent service and maintaining high standards - Sell non-deposit products and achieve cross-selling targets, especially in mutual funds and insurance products - Generate fee income for the branch - Ensure ...

As a Telesales Specialist at Royal Monarch, you will play a crucial role in reaching out to potential clients and promoting our brokerage services and investment products. Your focus will be on customer acquisition for our Wealth Management services, particularly in opening demat and trading accounts. Responsibilities: - Engage with prospective clients through outbound calls to explain and sell the firm's brokerage services and investment products effectively. - Educate clients about various financial instruments such as equities, derivatives, and mutual funds. - Identify customer needs and provide tailored solutions to help them achieve their investment objectives. - Build strong relationsh...

As a Sales & Marketing professional at PA Wealth, you will be involved in promoting and selling investment services, focusing on Stocks, Mutual Funds, and related Investments. Your key responsibilities will include: - Specializing in Sales & Marketing of Investment products - Emphasizing on Leads conversion to drive business growth - Immersing yourself in the dynamic world of investments to understand how they can generate substantial wealth for investors To excel in this role, you are required to meet the following qualifications: - Hold an MBA in Marketing & Finance or an equivalent qualification - Have a keen interest in Stock Markets - Possess knowledge and skills in Sales & Marketing wi...

Role Overview: You will be joining Top Quartile Financial Services Private Limited in Pune as a Sales Manager - Wealth Management. In this full-time, on-site role, your primary responsibilities will include driving sales of financial products, managing client relationships, developing new business opportunities, and executing financial planning strategies. Your daily tasks will involve meeting potential clients, offering portfolio management advice, conducting market research, and ensuring client satisfaction. Collaboration with the research and analytical team will be essential to provide tailored solutions to clients. Key Responsibilities: - Drive sales of financial products - Manage clien...

Responsibilities: Manage HNI client relationships Ensure compliance with regulatory standards Collaborate with investment team on portfolio management Generate revenue through mutual fund sales Health insurance Annual bonus

As a Sales & Marketing Executive at PA Wealth, you will have the opportunity for professional growth and financial success in the field of Sales & marketing of Investment services, Leads generation & conversion, and Business Development. PA Wealth is a company that provides a platform for individuals passionate about building a career in Stocks, Mutual Funds, and related Investments. They are dedicated to educating employees on how investments can create significant wealth for investors, aligning with their investment philosophy. **Key Responsibilities:** - Sales & marketing of Investment services - Leads generation & conversion - Business Development **Qualifications Required:** - MBA in Ma...

Role Overview: As someone with experience in investment operations, specifically in managing asset servicing roles including setting up assets such as mutual funds and managing NAVs, your main responsibilities will include hands-on unit pricing functions, asset servicing tasks like asset set up, income batch processing, checking overnight daily processes, MMF reinvestment, and having a working knowledge of assets, bonds, equities, derivatives, income, capital, corporate actions, and data flows. It is crucial for you to retain knowledge and apply it in future scenarios. Key Responsibilities: - Perform hands-on unit pricing functions - Manage asset servicing tasks such as asset set up and inco...

RELATIONSHIP MANAGERS: The candidate will be responsible for acquiring clients for the Demat account (3 to 5 accounts per month) Responsible for generating revenue from third-party products like SIP, Mutual Funds, Insurance, Required Candidate profile Graduation with 1 year of experiance Can contact Ruhi @ 9113961458 hr@2srinnovations.com

Process:- IDFC Banking Process (Outbound Process) -Fresher/ experience both can apply -HSC pass can apply -Salary-14,500k + incentives -Shift timing: 9:30am-6:30pm -Good communication required -looking for immediate joiner Required Candidate profile min qualification HSC Job Location: Kapurbavadi junction Majiwada Thane (w)- 400607 Contact Information Contact Person: HR Niranjan Mobile / WhatsApp: +91 8180837031 Perks and benefits High Incentives and growth opportunities.

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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 23,000+incentive Required Candidate profile -Fresher/Experience can apply -Only Graduates -Location: Dhokali Naka, Thane(W) How To Apply To schedule your interview Call or send your CV through WhatsApp HR Rutuja:-9822687351 Perks and benefits Centralized pickup/drop & incentives

Job Title: Team Leader Wealth Manager Department: Wealth Management & Lending Solutions Role Overview We are seeking a dynamic and experienced Team Leader – Wealth Manager to lead a high-performing team of wealth advisors. The ideal candidate will bring deep expertise in equity broking, investment advisory, and lending products including business loans, personal loans, and unsecured credit solutions. This role demands strategic leadership, client-centric advisory, and strong compliance orientation. Job Responsibilities Team Leadership & Performance Lead, mentor, and manage a team of 7–8 wealth managers to achieve individual and team targets Conduct regular performance reviews, training, and ...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Across Bangalore - Judicial Layout (Kanakpura Road), Kumaraswamy Layout, Haralur, Rajarajeshwari Nagar, Koramangala Main Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also...

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Koramangala Main Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior customer experience to enhance the pro...

Client Management: Develop and maintain strong relationships with existing clients to understand their needs and provide customized solutions Sales: Meet or exceed sales targets by identifying new business opportunities and closing deals with clients Customer Service: Ensure high-quality customer service by promptly addressing customer concerns and resolving any issues Market Knowledge: Stay current with market trends and developments to better serve clients and identify new business opportunities Team Management: Provide guidance and support to junior relationship managers to help them achieve their goals Reporting: Prepare and present regular reports to senior management on business perfor...