...Position: Sales Executive - Mutual Funds and Insurance
Location: Ranchi
Company: Unifour Investments
Empower your wealth at every step with Unifour Investments. As your trusted partner in financial success, we offer comprehensive investment advisory and financial...
...Title: Mutual Fund Sales and Business Development – AVP / Senior Manager - Experience of driving Mutual Fund Sales and AUM growth through Branch, Sub Broker, Franchisee and IFA Networks.
- Business Strategy to increase MF Business through SIPs and new AUM
- Having up-to...
Rs 3.5 lakh p.a.
...Sales Executive - Mutual Funds Job in brief : Sales Executive - Mutual funds is responsible for generating leads, understanding and determining... ...education, support services for investing in health and general insurance plans and providing advisory support for will writing etc....
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...
...investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent... ...targets across wealth management (mutual funds, FDs, bonds) and insurance (Health + Life)
Work aggressively towards getting a partner's...
...revenue targets spread across product mix
· One point contact for the assigned customer
· Acquisition & Servicing of HNI/UHNI customers.
· Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds....
...platforms keeping in mind 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...
A Campus Ambassador is a talented professional who joins our team to actively engage in the lead-to-new-hire process. As a professional who is passionate about mobilizing the next generation in missions, you will help us find the right people for the right roles. You will play...
...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...
Rs 1.44 - 2.4 lakhs p.a.
...Position: Mutual Fund Back Office
Education: Graduate (Bcom/BMS/MBA)
Work Experience: Fresher or experienced
Job timings: Monday to Saturday 9am to 6pm
Job Location: Viman Nagar(Pune)
Job description:
Co-ordinating with fund houses for investor statements...
*Job Title: Mutual Fund Relationship Manager (MF RM)*
*Company: Shri Ashutosh Securities Pvt. Ltd.*
*Location: Patna, Bihar*
*... ...Qualifications:*
Proven sales experience, with a focus on mutual fund or insurance products.
Knowledge of mutual fund industry regulations and...
Rs 5 - 12 lakhs p.a.
~ Offering mainly Mutual Fund Products, a wide range of Financial Services and Wealth Management Solutions to Institutions, Corporations, High-Net Worth Individuals and Families.
~ Conducting comprehensive review of client portfolios , including interacting with clients...
Rs 5 - 6 lakhs p.a.
...go-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...
...CRISIL is hiring for Manager - Investment Research Mutual Fund for Gurgaon .
Functional Responsibility / Domain Related
Quantitative... ...such as mutual fund, pension or provident funds, AIF, PMS, Insurance etc.
Understanding of regulations of mutual fund, AIF, pension...
...experience of minimum 3 years in financial products especially Mutual Funds - Effective communication skills (both oral and written) -... ...Prior experience in acquiring & selling financial products (MF, Insurance) to HNIs - Natural flair for sales and investments - Hands-on experience...
...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...
...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...
...Traders who use & admire the Quant analytics offerings. Quantsapp Wealth is a first of a kind initiative of offering Quant Analytics in Mutual Funds. With machine taking over investing activities globally, we are the first movers in this domain with a backing of a highly...
Job Description
~ Required Sweeping & Moping,Bathroom cleaning,Kitchen cleaning,Punctual,Time management
Job Requirement
Experience
Fresher
Internship
No
Skills
Sweeping & Moping, Bathroom cleaning, Kitchen cleaning, Punctual, Time management ...
Rs 10 - 15 lakhs p.a.
...Experience in Private Banking
Wealth Management
Asset Managemebnt
Presentable
Self confident
Should have knowledge in Mutual fund
Hard Working.
Dedicated to work.
Go getting attitude.
Computer/Internet Knowledge.
Job Profile:
Client handling...
Rs 4 - 9 lakhs p.a.
...Min 4-5 years of experience for Mutual Funds Products & Third Party Product in Capital Market
Responsible to innovate product offering in Mutual Fund & Primary Market segment
Should have understanding of Mutual Fund product offering & regulations in MF industry
Able...
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...
...Job Responsibilities : - Uploading and processing of Mutual Fund Transactions on Registrar Platform - Process Customer account details changes with Registrar and get the same updated in the platform. - Processing of Payments reference in the system and reconciling the data....
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. -...
...when 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...
...attitude.
Experience in client handling.
Job Profile:
Lead will be provided by the company.
Should have experience in Mutual Fund.
Experience in Client portfolio management and HNI client handling.
Relationship Management.
Salary: As per Industry...
...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...
...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...
Rs 5 - 9 lakhs p.a.
...: 1 hour interview on call – give the case study on call itself – look for annual report and populate the questions.
2-3 years Mutual Fund/Equity research analyst with good excel skills and communication skills should be able to crack this.
ESG,Mutual Fund,Equity...
Job Timing: 10 am to 6:30 pm
Job Type: Permanent
Weekly Off: Sunday
Salary : As per company norms
Qualification: Graduate
Gender: Female
Job Profile:
Daily data updation
Maintaining Excel Sheet on daily basis.
Handling walk-in clients.
Handling...