56 Mutual Jobs

We have Urgent Opening for Virtual Relationship Manager For IDFC Job Title: Virtual Relationship Manager Job Description: Connect with customers virtually to understand and fulfill their banking and financial needs. Provide prompt and professional service to enhance customer satisfaction. Cross-sell banking products such as SIPs, Mutual Funds, CASA, General & Life Insurance. Achieve daily and monthly sales targets for revenue generation. Build and maintain strong customer relationships to ensure long-term engagement. If interested kindly share your resume at qcpro5@quotientconsultancy.com or qcnaukri5@gmail.com CALL Direct -7506571833

Consult and sell Demat Accounts, Mutual Funds, Insurance, and Prasutas in-house finance education solutions. Generate revenue through consultative selling, cross-selling, and customer needs assessment. Annual bonus Performance bonus

Fund Accounting / Reporting Analyst, NCT Position Overview Job Title: Fund Accounting / Reporting Analyst, NCT Location: Mumbai, India Role Description Our Fund administration team is working with some of the top names in the fund industry. You'll be working in one of the teams responsible for managing the end to end processes related to securities and portfolio / fund valuation for client segments like Mutual Fund, Alternative Investment Fund, Portfolio Managers, etc. Our fund administration team uses one of the best platforms available in the fund accounting space which is robust enough and at the same time offers flexibility to parameterize the system as per local needs and regulations. O...

Role & responsibilities 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 various product line Update and cross sell products to existing clients and update them about the primary and secondar...

Key Responsibilities Lead and manage sales operations of the branch for IFDG (Independent Financial Distribution Group). Drive product distribution through IFDs: mutual funds, IPOs, fixed deposits, bonds, etc. Achieve branch targets for new client acquisition, assets under distribution, revenue & growth. Oversee crossselling of related financial products (insurance, credit cards, loans etc.). Ensure that all KYC, compliance, and regulatory requirements are met. Recruit, coach, mentor and manage the branch sales team; set and monitor their targets. Maintain relationships with key stakeholders: IFAs, distributors, leads, clients. Monitor competitor activity & local market conditions, identify ...

Identify & meet customer to explain & promote the products Generate leads through field visits & referral Build and maintain strong relationships with client Achieve monthly business targets Maintain proper documentation and follow company compliance Required Candidate profile Graduation is mandatory 1+ Years of experience in sales and marketing in any field Required local candidate Good communication, negotiation, and interpersonal skills Self-motivated and target-oriented

Responsibilities: * Manage client relationships through effective communication and service delivery. * Generate brokerage by acquiring new clients and growing existing portfolios. Sales incentives Performance bonus Referral bonus

Fund Accounting / Reporting Analyst Position Overview Job Title: Fund Accounting / Reporting Analyst Location: Mumbai, India Role Description Our Fund administration team is working with some of the top names in the fund industry. You'll be working in one of the teams responsible for managing the end to end processes related to securities and portfolio / fund valuation for client segments like Mutual Fund, Alternative Investment Fund, Portfolio Managers, etc. Our fund administration team uses one of the best platforms available in the fund accounting space which is robust enough and at the same time offers flexibility to parameterize the system as per local needs and regulations. Our team of...

Fund Accounting &/or Reporting Senior, AVP Position Overview Job Title: Fund Accounting &/or Reporting Senior, AVP Location: Mumbai, India Role Description Our Fund administration team is working with some of the top names in the fund industry. You'll be working in one of the teams responsible for managing the end to end processes related to securities and portfolio / fund valuation for client segments like Mutual Fund, Alternative Investment Fund, Portfolio Managers, etc. Our fund administration team uses one of the best platforms available in the fund accounting space which is robust enough and at the same time offers flexibility to parameterize the system as per local needs and regulation...

Job Description: The Sales Officer will drive regional growth by recruiting, developing, and leading a team of high-performing agents. This role is essential in ensuring that sales targets are met while maintaining company standards and compliance. Key Responsibilities: Recruit and Train agents to establish a robust network in the region. Develop and implement strategies to enhance agent performance and meet sales objectives. Provide consistent mentoring, guidance, and constructive feedback to agents for improved productivity. Stay informed about market trends and competitor activities to discover new growth opportunities. Collaborate with internal departments to ensure agents receive the ne...

* Lead & manage the team ensuring business targets are met. * Manage recruitment of Sales Persons. * Develop & Implement sales strategies to achieve revenue goals. * Provide training & assign task to Sales team. * Manage Performance report of Team. Required Candidate profile Any Graduate with Min. 2 year Sales Experience Must be local and have area knowledge Must have valid document of last company Age between 24 to 40 M-kajal.sresth@gmail.com C-8758802172 (HR Kajal) Perks and benefits On Roll Job + High CTC Incentives + Allowances

Company : Reputed broking firm Locations: Coimbatore, Chennai, Bangalore Qualification: Graduate Experience : 1+ yrs in broking / banking /insurance fields GENERAL ROLE Responsible for promoting Equity products, Currency, Mutual Funds, Insurance, Bonds ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference Explain about the Company, its products, services to existing clients, prospects. Promote investments in Equity products, Currency trading, Mutual Funds, Insurance. Update clients with Research Reports on Equity, new Mutual fund Schemes, Cross Sell to existing clients Keep regular contacts with the clients of the branch through telephone ...

Fund Accounting & Reporting Analyst, AS Position Overview Job Title: Fund Accounting & Reporting Analyst, AS Location: Mumbai, India Role Description Our Fund administration team is working with some of the top names in the fund industry. You'll be working in one of the teams responsible for managing the end to end processes related to securities and portfolio / fund valuation for client segments like Mutual Fund, Alternative Investment Fund, Portfolio Managers, etc. Our fund administration team uses one of the best platforms available in the fund accounting space which is robust enough and at the same time offers flexibility to parameterize the system as per local needs and regulations. Our...

Fund Accounting & Reporting Analyst, AS Position Overview Job Title: Fund Accounting & Reporting Analyst, AS Location: Jaipur, India Role Description Our Fund administration team is working with some of the top names in the fund industry. You'll be working in one of the teams responsible for managing the end to end processes related to securities and portfolio / fund valuation for client segments like Mutual Fund, Alternative Investment Fund, Portfolio Managers, etc. Our fund administration team uses one of the best platforms available in the fund accounting space which is robust enough and at the same time offers flexibility to parameterize the system as per local needs and regulations. Our...

Dear Candidate We and exciting opportunity for Senior Sales Relationship Manager Mutual Fund & Insurance with MEHEK FINMART PVT LTD for Mulund Mehek Finmart Private Limited is an Indian private limited company incorporated on March 28, 2023. It is classified as a non-government company and operates within the financial and insurance activities sector. Industry: The company is involved in financial and insurance activities. Location: Mulund west - 7-8 min walkable distance Job Title: Senior Sales Relationship Manager Mutual Fund & Insurance Experience Required: Minimum 5 years (must be with Individual MFD and Insurance Advisor) Key Responsibilities: - Independently pitch and close mutual fund...

Dear Candidate, IMMEDIATE JOIN @ BANK - SALES DIVISION FIXED CTC : 3LPA - 5.25LPA + OTHERS CONTACT : hr7exposer@gmail.com/ 7003301086 New CASA Client acquisition New lead generation and follow up Cross sales all banking products ELIGIBILITY: Graduate/ Post graduate Age < 30 Good communication skills in English + local language All financial products sales experience must.

Job Description: The Sales Officer will drive regional growth by recruiting, developing, and leading a team of high-performing agents. This role is essential in ensuring that sales targets are met while maintaining company standards and compliance. Key Responsibilities: Recruit and Train agents to establish a robust network in the region. Develop and implement strategies to enhance agent performance and meet sales objectives. Provide consistent mentoring, guidance, and constructive feedback to agents for improved productivity. Stay informed about market trends and competitor activities to discover new growth opportunities. Collaborate with internal departments to ensure agents receive the ne...

Recruit & lead a sales team Drive business growth through referrals& local networking Ensure consistent field activity& achievement of sales targets Inspire & motivate the team to boost performance Strong leadership skills & in-depth market knowledge Required Candidate profile Min. 1 years of experience in field sales & marketing Graduation mandatory Local candidate preferred Strong communication & team handling skills Who are willing to take new challenges

Find & contact potential customers Build and maintain good relationships with client Explain & promote products or services Negotiate prices and close sales deals Meet sales targets & company goals Work with other teams to improve customer experience Required Candidate profile Graduation in Any Stream Mini. 1 to 2 Years in Field sales & Marketing Attractive Personality and good communication skills One who ready for challenges

Find & contact potential customers Build and maintain good relationships with client Explain & promote products or services Negotiate prices and close sales deals Meet sales targets & company goals Work with other teams to improve customer experience Required Candidate profile Graduation in Any Stream Mini. 1 to 2 Years in Field sales & Marketing Attractive Personality and good communication skills One who ready for challenges Required local people More info 8128594290

Find & contact potential customers Build and maintain good relationships with client Explain & promote products or services Negotiate prices and close sales deals Meet sales targets & company goals Work with other teams to improve customer experience Required Candidate profile Graduation in Any Stream Mini. 1 to 2 Years in Field sales & Marketing Attractive Personality and good communication skills One who ready for challenges Required local people More info 8128594290

Job Description The Key Sales Officer in the Agency Channel is responsible for increasing business in a specific area by recruiting, training, and managing a team of skilled agents to achieve sales goals and drive success. Roles & Responsibilities: Recruit, train, and motivate financial advisors to achieve targets. Develop and execute strategic plans to meet sales goals. Identify new business opportunities and adjust tactics based on performance analysis. Provide ongoing coaching, feedback, and support to boost performance. Analyze market trends, customer needs, and competitors. Empower agents with targeted techniques to approach high-value customer segments. Qualification & Experience: Must...

1. Recruit, engage & nurture relationships with Independent Financial Distributors/ MFDs to drive business 2 Conduct regular meetings, events & seminars for IFAs/MFDs to increase product penetration & business volume 3 Promote primary market products Required Candidate profile 1 Should have strong network of IFAs/Distributors. 2 Should be NISM- VA certified. 3 Experience in IFA/MFD channel management, mutual funds, fixed income, team lead and insurance. Call on 7827930908. Perks and benefits Incentives

Find & contact potential customers Build and maintain good relationships with client Explain & promote products or services Negotiate prices and close sales deals Meet sales targets & company goals Work with other teams to improve customer experience Required Candidate profile Graduation in Any Stream Mini. 1 to 2 Years in Field sales & Marketing Attractive Personality and good communication skills One who ready for challenges Required local people More info 8128594290

Find & contact potential customers Build and maintain good relationships with client Explain & promote products or services Negotiate prices and close sales deals Meet sales targets & company goals Work with other teams to improve customer experience Required Candidate profile Graduation in Any Stream Mini. 1 to 2 Years in Field sales & Marketing Attractive Personality and good communication skills One who ready for challenges Required local people