7 Mutualfund Sales Jobs

Role Overview: As a part of our team, your primary responsibility will be to plan and deliver growth in sales through various initiatives aimed at building long-term relationships with distributors. You will be expected to maintain meeting reports and diligently follow the sales process of the organization. Driving profitability and market share from the sourced AUM will be a key focus area. Additionally, you will need to maintain regular contact with channel partners to enhance relationships and facilitate business growth. Ensuring that our distributors have a detailed understanding of our funds and products will also be crucial. Coordinating and leading distributor events, training initiat...

Work Level : Individual Core : Communication Skills, Result Driven, Networking Leadership : Influencing, Building Work Relationships Industry Type : Asset ManagementFinancial Services Function : Enterprise & B2B Sales - Other Key Skills : Mutual Fund,Mutual Fund Advisor,Mutualfund sales,Nd Channel,Distributor Sales,National Distributer,Distributor Handling,Ifa Sales,Banca Channel,MF Sales,Banking Channel Education : Graduate Note: This is a requirement for one of the Workassist Hiring Partner. Primary Responsibility: Plan and deliver growth in sales through various initiatives designed for building long relationships with distributors Maintain meeting reports and diligently follow the sales ...

Work Level : Middle Management Core : Time Management, Result Driven, Networking Leadership : Delegation, Provide Feedback, Active Listening Industry Type : Asset ManagementFinancial Services Function : Regional Sales Manager (B2B) Key Skills : B2B Sales,Mutualfund sales Education : Graduate Note: This is a requirement for one of the Workassist Hiring Partner. Primary Responsibility: Responsible for building relationship with Retail MFDs, Wealth Management counters, and National Distributors and offering advisory and drive business Sound knowledge of markets and various financial products with ability to present Product briefing to MFDs and Wealth Management channels Handling sales through M...

Job Description: You will be responsible for managing the investment portfolio of HNI/UHNI clients in collaboration with Relationship Managers. Your key responsibilities will include: - Analyzing investment products and determining which product is appropriate for the clients - Increasing the Branch AUM - Supporting and handholding Relationship managers in joint calls - Maintaining MIS and driving business across mapped branches - Coordinating with AMCs and ensuring compliance while distributing the products - Training new RMs on Products and Markets - Owning investment targets assigned to mapped branches - Monitoring portfolios, rebalancing, and conducting reviews - Demonstrating strong con...

Work Level : Individual Core : Result Driven, Responsible, Networking Leadership : Building Work Relationships Industry Type : Asset ManagementFinancial Services Function : Investment Banking, Private Equity & VC - Other Key Skills : Investment Advisor,Investment Counseller,Investment Counsellor,Investment Specialist,Private Client Group,Relationship Manager,Wealth,Mutual Fund,Mutualfund sales Education : Graduate Note: This is a requirement for one of the Workassist Hiring Partner. Key Skills: Manage the investment Portfolio of HNI/UHNI Clients in collaboration with Relationship Managers. Analyze investment products and determine which product is appropriate for the clients Responsible to i...

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) to acquire new clients and expand existing ones. Identify opportunities for cross-selling of financial products such as broking, demat accounts, mutual fund sales, portfolio handling, wealth management services. Collaborate with internal teams to resolve customer queries and issues efficiently. Develop a deep understanding of client needs and preferences to provide tailored solutions. Meet or exceed monthly targets set by the organization.

Work Level : Individual Core : Communication Skills, Result Driven, Problem Solving Leadership : Building Work Relationships, Working Independently Industry Type : Banking Function : Investment Banking, Private Equity & VC Key Skills : Private Banking,Private Client Group,Private Wealth,PCG,Wealth,Wealth Management,Investment Advisor,Mutual Fund,Mutualfund sales Education : PG/ Master Note: This is a requirement for one of the Workassist Hiring Partner. Job Duties & Responsibilities Manage customers issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers. Ensure complete knowledge on all products & services. B...