4685 Mutual Funds Jobs - Page 8

Sell products by sourcing leads from personal network Make contact with leads, arrange sales visit & turn leads into sales To improve performance, give regular coaching Meet or surpass the goal sheet's business objectives Create relation with clients Required Candidate profile Graduation is mandatory 1 year of experience in sales or marketing in any field Proven track record of achieving sales targets & managing teams Strong leadership, communication & interpersonal skills

Join Asset Point Financial Services as a Financial Advisory Intern. Learn mutual funds, insurance, and client servicing. Hybrid role. Commission-based onlyearn as you perform. Ideal for finance/marketing students in Navi Mumbai. Sales incentives Flexi working Work from home Annual bonus

Talk to customers, explain products, and solve doubts. Use company leads and get more through referrals. Follow up with leads and close sales on time. Keep records of calls, leads, and sales. Meet targets and support your team if needed. Required Candidate profile Graduate in any field. 2+ years of sales & field marketing experience Good communication &convincing skills Local candidates preferred. Goal-oriented & self-motivated Kevisha Lathiya | 88490 20556

As an MBA with a specialization in finance and sales, along with at least 10 years of experience in the AMC Industry within Mutual Funds institutional sales, you are in high demand at TRUST's Mumbai office. Your core purpose in this role will be to acquire new clients and expand the institutional/corporate client base for the Mutual Funds business. You will be responsible for identifying potential sales leads through market research and diligently following up to convert these leads into valuable business relationships. Additionally, you will be expected to capitalize on market opportunities, foster new client relationships, and manage accounts effectively. Your role will also involve developing innovative strategies for client acquisition and providing sound advice to corporate clients based on their cash flow forecasting. Moreover, you will be required to analyze client portfolios and offer appropriate recommendations while ensuring the delivery of the highest levels of customer service. If you possess the requisite qualifications and experience, we welcome you to apply for this challenging yet rewarding position by sending your application to talent@trustgroup.in.,

As an Investment Specialist, you will have the opportunity to be part of a dynamic team focused on portfolio management, investment advisory services, mutual funds, and wealth management services. In line with our expansion goals, we are looking to grow our team of Investment specialists. If you are interested in this exciting opportunity, we encourage you to get in touch with our HR team using the details provided below. In this role, you can expect to gain a deep understanding of products such as Mutual Funds, Corporate Fixed Deposits, RBI Bonds, Non-Convertible Debentures (NCDs), and 54EC Capital Gain Bonds. You will also develop insights into the capital market, fixed income market, commodity market (especially precious metals), real estate, economy, and various sectors. Regular interactions and sessions with Fund Managers will further enhance your knowledge and expertise. To excel in this position, you should possess a keen interest in building a career in the financial industry, particularly in the investment domain related to personal finance. Strong mathematical skills, a passion for reading, and the ability to initiate conversations with unknown individuals are essential qualities for this role. Additionally, excellent communication skills, especially over the phone, will be key to engaging with clients effectively. In this role, your responsibilities will include engaging with clients over the phone to build strong relationships, sharing updates on new products or changes in existing products, increasing wallet share from existing clients, expanding the client base by acquiring new clients, addressing any service issues post-transaction, conducting periodic portfolio reviews for existing clients, and showcasing investment products such as Mutual Funds, Fixed Deposits, Bonds, and Debentures to clients. As an Investment Specialist, you will play a crucial role in helping clients align their investments with their needs and risk appetite through dynamic asset allocation. Your analytical, mathematical, and communication skills will be instrumental in explaining complex financial concepts to clients in a clear and understandable manner. A bachelor's degree in finance, economics, accounting, or a related field is typically required for this role, and professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) would be advantageous in enhancing your expertise and credibility. If you are passionate about the financial industry and possess the necessary skills and qualifications, we welcome you to explore this rewarding opportunity to contribute to business growth and the expansion of our client base as an Investment Specialist.,

As a Sales Executive for Mutual Funds & Insurance at Mehek Digisign and Advisory E-Services Pvt. Ltd. in Mumbai, you will be responsible for promoting and selling mutual fund products and insurance policies to individual clients. Your key focus will be on understanding customer needs, suggesting appropriate financial products, and maintaining strong relationships with clients. Meeting monthly sales targets, following up on leads, and keeping accurate client records will be crucial aspects of your role. Additionally, you will be expected to stay updated on financial product knowledge and market developments. To excel in this position, you should have a minimum of 2 years of sales experience, preferably in mutual funds or insurance. Strong communication and interpersonal skills are essential, along with the ability to understand and speak basic English. Prior experience in financial product sales would be a distinct advantage. A self-driven approach with a customer-first mindset will further contribute to your success in this role. At Mehek Digisign and Advisory E-Services Pvt. Ltd., you will benefit from a supportive work environment and opportunities for career growth. Skill-building opportunities through product training and on-the-job learning will be provided to enhance your professional development. Join us in helping individuals and businesses make smarter financial decisions through simple, compliant, and client-focused solutions.,

Join Our Growing Team at The Success Point Sales Professional Wanted! Are you passionate about helping people achieve financial freedom Do you have experience in sales and are you seeking a new challenge in a transparent, high-growth environment The Success Point in Banga, District Nawanshahr, is looking for a dynamic and hardworking Salesperson for both office and field sales. About Us: We specialize in Mutual Funds, Health Insurance, Motor Insurance, Term Insurance, Travel Insurance, Children Plans, and Retirement Plans, offering tailor-made solutions to secure our clients" futures. Our company thrives on a culture of transparency and mutual growth. Our Mission: Empower 1,000 families to become financially free before retirement and help them achieve their dreams, stress-free and with scientific guidance. Our Vision: To be the most trusted financial guide for every family we serve. What We're Looking For: - Graduate preferred - Prior experience in insurance or related financial services - Strong work ethic and commitment to delivering results - Excellent communication and people skills - Proven track record in sales (office & field) - Self-motivated and a team player What We Offer: - A transparent and supportive work environment - Opportunities to represent top-class financial products - Career growth and attractive incentives - Unique chance to impact families" lives for the better If you have what it takes and want to play a key role in people's financial journeys, we want to meet you! Apply now to join The Success Point & build a rewarding career with us. Feel free to adjust any details as needed for your specific posting!,

Platinum Relationship Manager Business Banking KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed

Platinum Relationship Manager KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed

BRANCH MANAGER Branch Banking KRAs: Enhancement of deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Branch administration. Regulatory compliance. Manage productivity, morale of branch personnel Overall responsible for break-even and P&L of branch EXPERIENCE: Overall 10 years of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products In-depth understanding of financial instruments, markets and macro - micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives. QUALIFICATIONS / QUALITIES: MBA / CA/ CAIIB Should have sales orientation Leadership skills. (Though more tactical than strategic). Thinker : Doer = 40:60 AGE: . 28 - 38 years THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS

BRANCH MANAGER Branch Banking KRAs: Enhancement of deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Branch administration. Regulatory compliance. Manage productivity, morale of branch personnel Overall responsible for break-even and P&L of branch EXPERIENCE: Overall 10 years of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products In-depth understanding of financial instruments, markets and macro - micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives. QUALIFICATIONS / QUALITIES: MBA / CA/ CAIIB Should have sales orientation Leadership skills. (Though more tactical than strategic). Thinker : Doer = 40:60 AGE: 1. 28 - 38 years THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS

OPENING FOR ONE OF THE LIFE INSURANCE SELLING LIFE INSURANCE POLICIES RECRUITING AGENTS REACHING TARGETS LOCALITE SALARY MAX 4 L+INCENTIVES+MEDICALS Required Candidate profile NEED 3 YEARS EXPERIENCE IN SALES AND MARKETING and insurance LOCALITE FIELD SALES MARRIED

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 77964 26785 Immediate Joiners Only

Manage and grow relationships with HNI/affluent clients by offering personalized wealth solutions across investments, insurance, and banking products. Manage portfolio of HNI/affluent clients Drive AUM growth & cross-sell bank products

-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile Any bachelor having min 6 months of experience in Sales & Marketing ,Banking, finance and Insurance - Fresher with Good communication skill can also apply Call/WhatsApp on 6351306463 Perks and benefits PF , BONUS , ALLOWANCES, INCENTIVES

1. SEO Strategy & Planning Build and maintain keyword strategies Define SEO KPIs aligned with DSP s digital business goals Identify content and keyword gaps by benchmarking DSP against competitors Support quarterly SEO planning aligned with product launches, campaigns, and seasonal trends 2. Performance Monitoring Track keyword rankings, organic sessions, CTRs, and assisted conversions using tools like GA4, GSC, and SEMrush Monitor Core Web Vitals, crawl health, and indexation metrics; coordinate with agency and tech teams for issue resolution Analyze performance of key landing pages and identify optimization or refresh opportunities 3. Execution Oversight (Agency & Internal Teams) Coordinate with SEO agency to ensure timely and high-quality implementation of recommendations Review and validate agency recommendations; ensure alignment with DSP s brand, content, and regulatory constraints Follow up with various teams to unblock dependencies Track monthly deliverables and ensure closure of action items across teams 4. Content SEO Collaboration Guide internal/external writers with SEO briefs, keyword targeting, and interlinking logic Ensure content clusters and landing pages support business campaigns and macro themes 5. Internal Coordination & Learning Agility Collaborate closely with product, content, growth marketing, and analytics teams to align SEO initiatives with broader digital objectives Demonstrate the ability to learn quickly and adapt to new SEO tools, industry trends, and mutual fund-specific content requirements Take proactive ownership of tasks Competencies Required MBA Marketing, Digital, or related field Strong analytical and organizational skills Interest in fintech, digital investing, and content-driven journeys Ability to coordinate across stakeholders and manage external agencies Competencies Preferred Internship or project experience in BFSI/fintech or agency-side SEO Familiarity with SEO concepts, tools and content workflows Experience: 0-2 years

Apex Fund Services LLP is looking for Supervisor - Fund Accounting to join our dynamic team and embark on a rewarding career journeyGood Communication, Supervision, Team Leading Experience supervising/coaching staff.Strong analytical skills.Assertive, Self Confident and Team playerPositive AttitudeTakes pride in their workAbility to work Independentlyleadership skills for getting work done, persuasiveWell Groomed

Acquire annually 6 to 7 part time employees (Insurance Manager IM) and also manage a preallocated team of IM which will be mapped to them from the existing pool of IM s. Key Responsibilities/ Key Deliverables Understand the IM acquisition and also IMF regulation, value proposition & registration process. Acquisition of 6 - 7 IM s in a year independently. Independently managing a pool of Insurance Managers mapped to them from existing pool in the beginning only. Post successful completion of 1 year, the next level is CDM wherein the focus will be on IMF journey. Manage performance of IM s Develop understanding of products & coach IM staff on product USP s Implement performance management and rewards system in IM s. Provide marketing, training and operational support to IM s Manage attrition of IM s through revival or replacement Drive quality of business sourced from IM s Ensure right product mix and control key quality measures such as leakage and persistency. Measures of Success Minimum 6 - 8 IM Acquisition in a year Achieving sales target through team of IM s IM Activity & Retention Quality of Business Create pipeline for IMF s Job Specifications Educational Background Minimum a graduate Work Experience At least 1-3 years of experience in recruiting business partners / Agents and achieving sales target through them. Good communication skill.

Department Dealing No. of Openings 2 Age 22+ Qualifications Graduate Experience in Years Min - 1yr Job Responsibilities Execute equity/derivative trades on BOLT, NEAT & ODIN with precision Support business associates via trade reports and data insights Liaise with departments for prompt query resolutions Educate clients on in-house research and product offerings Activate and engage dormant retail & HNI trading accounts Candidate Profile NISM Series VIII Equity Derivatives Certification mandatory Strong command in English, Hindi, Gujarati and Marathi Proactive with a keen eye on market developments Strong listening skills and responsive attitude Able to maintain cordial relationships with internal and external stakeholders ATTENTION INVESTORS: || Investor Charter : | | | || || || || || IPO Subscription: " UPI Mechanism is Compulsory for Retail Investors. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investors account." || Prevent Unauthorized Transactions in your Demat Account remains in investors account." || Prevent Unauthorized Transactions in your Demat Account - Update your Mobile Number with your Depository Participant . Receive alerts on your Registered Mobile number for all debit and other important transactions in your demat account directly from CDSL on the same day. ISSUED IN THE INTEREST OF INVESTORS "Prevent unauthorised transactions in your account --> Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day . Issued in the interest of Investors." About the company About the company Established in 1982 by Mr. Sushil N. Shah as a proprietary concern, SUSHIL FINANCE, over a period of time, has emerged as one of India s leading Financial Services....

• Building a strong relationship with the sales team of channel partners • Handle walk in customers • Bank responsible for meeting sales through Bank • Regularly follow up with client • Generating leads from Relationship Managers and Personal Bankers Required Candidate profile • Education - Graduate with Any Stream • Experience - 1 to 7 Years experience with BFSI Domains • Skills - Customers Convincing Power • Knowledge: should have understanding of banking products

Post : Senior Relationship Manager • Opportunity for BFSI sales experts! • Interact with customers, convert leads, and exceed sales targets. • 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 7600843061 HR Jayraj Perks and benefits Incentive + PF + Mobile with Several

We are hiring Branch sales officer with one of the leading banks in PAN India Deal with the walk-in customers in branch Will have to work on the leads given from branch Set up a meeting with potential customers and close the deal Mostly branch-work Required Candidate profile Graduation or Above Age 21 to 38 Years Minimum 6 Months experience in any sales Fresher's Can't Apply Good Communication ship Vacancy in All South location Perks and benefits - Incentive - Life Insurance Cover - Paid Leave

Key responsibilities Execute client orders on NSE/BSE terminals. Drive higher trading volumes and ensure frequent client activity. Advise clients on investment strategies and distribute wealth products (MF, PMS, Insurance, Bonds, CorporateFDs, NCDs, etc.). Monitor client exposure limits and resolve market/investmentrelated queries. Generate new business and expand the client base. Ensure full adherence to all internal and regulatory compliance requirements. Role & responsibilities Thanks & Regards Gaurav Srivastava Cell:+91-8470085479 / +91- 9354549772 Email : gaurav@protonlogics.in www.protonlogics.in

Identify and approach potential customers. Understand their insurance and financial needs. Sell suitable life insurance plans. Provide after-sales service and policy updates. Maintain client relationships for renewals and referrals. Required Candidate profile * Qualification : Graduate * Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector * Age criteria : 21 to 39 Years * Good Communications Skills * Fresher's Can't Apply

* 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 : 21 to 37 Years * Good Communications Skills * Fresher's Can't Apply