...Sales Manager: Mutual Fund
Experience: Minimum 3 – 5 Years of direct or cross / up-selling of Mutual Funds Sales
Qualification: Any Graduation/ Preferred MBA
Job Description: Sales Manager: Mutual Fund
1. Responsible for managing Direct Sales to Retail...
About the role:
We are looking for specialists for the Inhouse Customer Experience team. As a specialist, your primary responsibility will entail solving problems that our customers encounter and you will continuously look for outstanding and exciting ways to improve their...
...Responsible for Mutual Funds selection, propose recommendations after interactions with Fund houses on an on-going basis Detailed portfolio & strategy analysis of Mutual Funds, recommend from a forward-looking perspective
Preparing strategy notes along with reports on recommended...
...organization Product Knowledge - Have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds. Wealth/ Portfolio Management - Understand client portfolio in terms of their risk and reward appetite and assist them to achieve...
Rs 5 - 6 lakhs p.a.
...getters to join the business team at Quantsapp. In this role, you will be responsible for helping users review and rebalance their mutual fund portfolio using our quant tools.
You will engage with our application users and facilitate a comprehensive understanding of Quantsapp...
...Job Description :
MUTUAL FUND ADVISOR
MUTHOOT FINANCE LTD
MYSORE
# Perform research and analysis to recommend investment solutions and mutual funds according to company's investment policy.
# Communicate effectively with financial advisors, marketing staff...
...Role/Job Title: Product Manager- Mutual Fund
Function/Department: Wealth, Retail Liabilities.
Job Purpose:
This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building...
...CRISIL is hiring for Mutual Fund Research Analyst .
Quantitative Research: Performance calculation, historical trends in performance across various categories of mutual fund (MF) / Analysis of Schemes, Fund Managers and Asset Management Companies (AMCs), pension or provident...
...Greetings!!
Role- Mutual Fund Research
Company- Securities and broking company
Experience- 1+yrs
Notice Period- 30days
Location: Thane
Qualification: MBA (Finance) /CFA Level 1 / Equivalent degree in finance/ NISM VA,
Basic understanding of...
...thoroughly on their Tax liabilities when exiting or entering into funds - Maintain good relationships with your existing clients for... ...internal and external) - Thorough knowledge of financial products like mutual fund, stocks, bonds and portfolio management service - Must have...
...Mutual Fund Head - Dexif
About Dexif:
Dexif is a FinTech venture that is aiming to make fixed income markets accessible to all with new products, services and ways to invest in fixed income products. We are backed by leading venture investors.
We are looking for...
Relationship Manager - Develop and maintain strong relationships with clients to understand their needs and provide personalized financial advice and solutions. - Effective cold calling and relationship building can help a retail manager generate their own leads and build new...
...required - You will be working directly with the founders in the core team - Must have experience dealing with HNIs/UHNI - Managing Mutual Funds or overseeing AUM ( Assets Under Management)Independently managing a substantial AUM Eligibility Criteria - Work Experience (yrs.)...
...Job Title : Relationship Manager Location : Delhi Responsibilities : - Promote all products within the Mutual Fund line to both Retail and High Net Worth Individual (HNI) clients. - Upsell Mutual Fund products, tailoring offerings to suit individual client needs. - Generate...
...requirement for one of the Workassist Hiring Partner)Â
Our hiring partner is looking for:
This is a full-time on-site role for a Mutual Fund Specialist (Manager) at Workassist located in Pune. As a Mutual Fund Specialist, you will be responsible for day-to-day tasks...
...School with specialization in Finance OR any Financial Post Graduation Work Experience (highlight) : Professional within the top 15 Mutual Fund Senior Manager - 5-10 years of experience in institutional sales AVP - 10+ years of experience in institutional sales Core Purpose...
...CRISIL is hiring for Manager - Investment Research Mutual Fund for Gurgaon .
Functional Responsibility / Domain Related
Quantitative Research: Analysis like performance calculation, historical trends in performance across various categories of mutual fund (MF) / Analysis...
...Mutual Funds Relationship Manager - Sales
Annual CTC: Rs. 5.80-8.20Lacs (depending on candidate's experience)
Experience: 1-3 Years
Performance Incentive: Revenue sharing of AUM with RM. (Generally, sets in between 2-3 yrs.)
Education: Preferable: Postgraduate...
...Relationship Manager - (CEC, DET, Banca) || Leading Mutual Fund AMC 1. Responsible for Sales for the assigned Banks 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors...
...Relationship Manager Responsibilities : - Promote all product lines of Mutual Funds. - Upsell Mutual Fund products to Retail/HNI Clients. - Generate fresh leads and acquire clients through references. - Achieve sales and revenue targets across product mix. - Enhance and upgrade...
...financial products
Achieve sales targets from financial distributors/partners assigned
Achieve targets across wealth management (mutual funds, FDs, bonds) and insurance
Work aggressively towards getting a partner's existing AUM merged
Grow market share from the...
Rs 3 - 4.8 lakhs p.a.
...Position -Mutual Fund Specialist
Qualification: Graduation Mandatory
Experience: Only Experienced candidate apply.
Language: Excellent Communication Required
Shift Timing: 9:00am to 6:00Pm (Monday to Friday)
10am to 5pm (Saturday)
Job Skills:
1. Focused...
...with minimum 4-10 years of relevant work experience. - AMFI certification compulsory. - Key account management skills. - Exposure to Mutual Fund industry is required. - Good communicational abilities and pleasing personality. - Product knowledge. - Market knowledge/...
Company Overview: Teknobuilt is an award winning innovative company transforming the way energy, infrastructure and construction projects are built and operated. It's unified ML platform helps accelerate capital projects and boosts certainty in execution that has otherwise ...
...Requirements:
• Prior work experience in Financial Services: Minimum 2-3 Years
• Familiarity with Financial Products (specifically Mutual Funds)
Core Accountabilities:
• Consolidating, analysing and reviewing clients' portfolios
• Computing and analysing portfolio...
...organisation offers a range of investment-related services, including online stock trading, commodity trading, currency derivatives trading, mutual funds, demat accounts, portfolio management services, and customised investment planning support through its desktop platform Pointer and...
Rs 4 - 8 lakhs p.a.
...Research backed tactical calls on specific themes, sector and fund concepts with the Mutual Funds space.
Pivotal role in tracking the performance of Equity & Hybrid Mutual Fund
Proven ability in conducting webinars on different MF topics for clients
Deftly developed...
A Financial Services Corporate (Corporate Mutual Fund Distributor and Insurance Broker) is looking for an Operations Profile :
Job Responsibilities involves the following.
Dealing with Customer for doing Investment in Mutual funds / Insurance / Mediclaims / FDs
Handling...
Responsibilities : - To manage the entire B2C team of Mumbai and ensuring talent development of B2C Mumbai team - Achieving the business targets / Team targets assigned in terms of up selling Investment Products, enhancing and upgrading the Client Net worth relationships. -...
...Qualifications
Strong communication and interpersonal skills
Ability to build and maintain relationships with clients
Experience in Mutual fund products sales
Should have experience in handling hni clients
Experience in client management and business development...