Average salary: Rs365,000 /yearly
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- 1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client...Mutual Fund
- ...clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help...Mutual Fund
- ...financial concepts and product information clearly and understandably to clients. Recommend suitable financial products (e.g., mutual funds, insurance policies, fixed deposits, bonds) and services. Sales & Target Achievement: Achieve and exceed individual sales and revenue...Mutual FundLong term contract
- 1) HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products...Mutual Fund
- ...Key Responsibilities: Execute client and fund onboarding on Calypso (v16+), ensuring proper configuration for trade processing, settlement... ...in onboarding or migration projects in IB, hedge funds, or mutual funds Must be open to working full-time from the Bangalore BCIT...Mutual FundFull timeWork at office
- ...Key Duties and Responsibilities Prepare and review NAV calculations for hedge funds, private equity funds, or mutual funds Maintain general ledger and perform journal entries for fund-related transactions Reconcile cash, positions, and transactions with custodians...Mutual FundShift work
- 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products ,...Mutual Fund
- 1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge...Mutual Fund
- ...customer, our relationship managers work on the whole suite of offerings like investment solutions covering equities, commodities, Mutual Funds, Insurance product amongst others. As a Relationship Manager, the focus is on ensuring the needs of the customers are covered through...Mutual Fund
- ...solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and...Mutual Fund
- ...Generate significant revenue by effectively promoting and cross-selling a comprehensive range of wealth management products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking. Network strategically and...Mutual Fund
- ...portfolio. Achieve top-line targets for products like Liability, Mutual Funds (MF), etc. Cross-sell liability products such as CASA,... ...opportunities to cross-sell other products of the bank, ensuring that HDFC Bank is a one-stop-shop for all banking needs of NRI customers....Mutual Fund
- ...-oriented Unit Manager - Insurance to expand and strengthen our insurance business by enrolling and empowering existing NJ Wealth Mutual Fund distributors to be POSP (Point of Sales Person) or BQP (Business Qualified Person). The role involves strategic planning, relationship...Mutual Fund
- ...relationships with HNI and UHNI clients. Generating revenue by effectively promoting and selling a range of products, including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking . Networking and cultivating...Mutual Fund
- ...and proactive customer engagement. Cross-sell Credit Cards, Mutual Funds, Insurance, RBI Bonds. Enhance usage of Credit Cards, including... ...Customers Branch Banking Team Operations Insurance CAM Mutual Fund Houses HSL (HDFC Securities) Personnel...Mutual Fund
- ...training and client seminars 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 etc with the help of products & training team. Candidate...Mutual Fund
- ...for a billion Indians through products that are simple, accessible, and affordable. From Personal & Home Loans to UPI, Insurance, Mutual Funds, and Gold — we’re building tech-first solutions that work at scale, with a strong customer-first approach. Founded by Sachin...Mutual FundLong term contract
- ...the Business Target set for them which includes Broking Revenue , Future & Options (F&O). 2) Cross selling third party products like Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse products launched by the company. 3) Servicing to existing/ new acquired clients...Mutual Fund
- ...Achieve laid down target W.r.t Revenue Generation and Client Activation. Cross selling third party products (Life Insurance & Mutual funds). Competencies Required Good spoken and written communication. listening skills. Confidence and Presentation skills....Mutual Fund
- ...Navi Navi is one of the fastest-growing financial services companies in India providing Personal & Home Loans, UPI, Insurance, Mutual Funds, and Gold. Navi's mission is to deliver digital-first financial products that are simple, accessible, and affordable. Drawing on...Mutual Fund