8524 Mutual Funds Jobs - Page 8

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...

Hi, Hiring RM- Mutual Funds Sales (B2B) - Banca channel ON Role Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. Srinivas - 7386568139 Call / WhatsApp. your resume Share updated resume:- srinivas@avaniconsulting.co...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant Manager/ Deputy Manager Role- Mutual fund operations CTC- upto-10 LPA + incentive + Other benefit Roles & Responsibilities:- 1) TASK Resolution 2) Order Status and Allotment Redemption File upload (MFI& MFD)in SIP Surveillance 3) AUM Reconciliation 4) Brokerage Reconciliation 5) Suspense Account Mapping 6) Download from BSE STAR MF - Script Master in Class & SIP Surveillance and Fund Boss 7) Download from BSE STAR MF -SIP Scheme Master in SIP Surveillance and Fund Boss 8) Download from BSE STAR MF - NAV Upload in Class & SIP Surveillance 9) Calling of of RTA Transaction Feeds and upload in Fund Boss 10) Redemption Payin T ...

-Responsible for build up your team by using your self-network -You have to train and motivate them for sale -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile Experience : Minimum 6 Months in Field Sales/Marketing CTC: Up to 4.00 LPA + Incentive + Performance Bonus + Others Benefits Age: 21 to 40 Year Education : Any graduate Perks and benefits P.F, Allowances, Life insurnace, Insentive

Title :- Development/Relationship Manager - Health Agency(Cuttack) Vertical :- Health Agency Location : Kolkata Minimum Experience: 1-10 years Industry preferred:- SAHI, LI, GI, Banking, Pharma, Telecom, Mutual Funds, NBFC, FMCG Roles and Responsibilities: 1) Sales of health insurance through Agency Channel. 2) Recruit, Train Agents and Generate business through them in the assigned territory 3) Responsible for Licensing and tracking activation of the same regularly. 4) To meet agents, lead providers, intermediaries on a regular basis and maintaining records of the same in a planned manner. Job Requirements:- 1) Min. 1 year experience in field sales. 2) Min. Qualification: Graduation 3) Cand...

Energetic and goal-driven Relationship Managers for our Mumbai office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives

We are seeking a detail-oriented and client-focused professional to handle both operational and sales aspects of our mutual fund business. The role involves managing day-to-day back-office operations, ensuring compliance with regulatory requirements, and driving sales through client acquisition, relationship management, and cross-selling of mutual fund products.

Hiring Field Sales Executive Recruit, train, and develop a high-performing team of advisors Drive team and individual sales targets Support team in developing customer relationships Track and report on sales performance Sales Support to the team Preferred candidate profile : Experience: 1 to 6 Years in Sales and Marketing in any domain Strong leadership skills with a target-focused approach Excellent communication and relationship-building abilities Key Performance: 1. Advisor Recruitment 2. Advisor Productivity 3. Agent Activation 4. Product Mix 5. Business Mix 6. Persistency For more information Kindly Contact Us: Hiral P | HR Team Phone/WhatsApp: +91 7861078425

Find new business opportunities in your area Build & maintain good relationship with local vendor/customers Track sales trend & performance area-wise Work closely with the sales & support teams Help grow the company’s presence & increase market share Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry, stable in job role and having a personal AUM of 75 - 100 Cr +. Well polished and good communicators having market and domain knowledge is a must. Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 150, 200, 250 and 300 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are me...

Form teams and sell products through agents Identify and approach potential clients to promote products Maintain long-term relationships Sales targets Prepare and present proposals to clients Records of sales activities and market feedback Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Approach potential customers Present products & negotiate deals Build & maintain strong customer relationships Achieve assigned sales targets Prepare sales reports & update CRM systems Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory Perks and benefits On Roll job + High CTC Incentives + Allowances

Find new business opportunities in your area Build & maintain good relationship with local vendor/customers Track sales trend & performance area-wise Work closely with the sales & support teams Help grow the company’s presence & increase market share Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Equip team with sales tools and collateral Conduct micro-trainings to enhance team productivity Monitor metrics and improve processes Support complex deals with team coordination Keep leadership informed on sales trends & opportunities Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Source & manage the team for Sales Provide ongoing training & motivation to team Help team for the generate leads Ensure compliance & maintain business quality standards Track sales performance & take corrective measures when required Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory HR. Sakshi Mishra sakshi.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- 1.Minimum Graduation 2.Should have a sound understanding / knowledge of capital markets. 3.Should be result-oriented, self-starter, proactive, good communication skills. 4.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply wi...

Act as the first point of contact for clients Understand client needs & suggest solution Communicate proactively to build trust Handle inquiries/feedback/minor escalations professionally Keep CRM updated & contribute to team performance insights Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Set sales targets for agents. Monitor sales performance &provide training. Develop sales strategies to drive business growth. Ensure that agents is knowledgeable about products requirements. Maintain relationships with clients to retain business. Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Plan & run marketing campaigns for products Find new leads through online & offline activities Arrange events, seminars & awareness programs Work with the sales team to turn leads into customers Check marketing results & make simple reports Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Manage customers and ensure satisfaction Drive business growth through the team Lead and manage the activities of sales team Develop and implement sales strategies Generate business through team & close leads. Required Candidate profile Any Graduate Min.2 yrs of any Sales/Marketing experience Good communication skills Leadership skills & Convincing Power Age 24 - 45yrs Perks and benefits On Roll Job Career Medical Benefits Insurance

Manage customers and ensure satisfaction Drive business growth through the team Lead and manage the activities of sales team Develop and implement sales strategies Generate business through team & close leads. Required Candidate profile Any Graduate Min.2 yrs of any Sales/Marketing experience Good communication skills Leadership skills & Convincing Power Age 24 - 45yrs Perks and benefits On Roll Job Career Medical Benefits Insurance

- 100 % lead will be provided - Doing cold calling - Identifying sales opportunities - Closing business deals - Following up with customers - Meeting sales targets -A Great Welcoming Personality That Encourages Relationship Building. Required Candidate profile • 12 months - 2 years experience in sales & Marketing • Bachelor's degree • Fresher's Can't Apply • Bike

We are hiring Relationship officer. - Source new customers through field visits, cold calling, lead generation, and referrals. - Maintain relationships with existing customers for cross-selling other banking products. - Conduct market activities. Required Candidate profile Graduation or Above Age 21 to 33 Years Sales exp. preferred Fresher's Can Apply Bike & license Good Communication ship

- 100 % lead will be provided - Doing cold calling - Identifying sales opportunities - Closing business deals - Following up with customers - Meeting sales targets -A Great Welcoming Personality That Encourages Relationship Building. Required Candidate profile • 12 months - 2 years experience in sales & Marketing • Bachelor's degree • Fresher's Can't Apply • Bike

Build a productive agent team from the ground up Guide and support agents through field visits and on-the-job coaching Deliver training on products, customer engagement, and compliance Analyze agent performance data and provide actionable insights Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory HR kajal-8758802172 M-kajal@sresthinfo.com Check CTC before applying Perks and benefits On Roll Job + High CTC Incentives + Allowances