Average salary: Rs622,063 /yearly
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...We are hiring for top Asset Management Company Mutual Funds.
C andidate should have experienced with Mutual funds, handling HNI Clients & portfolios.
(Senior RM is also available based on experience)
Based on experience position will be given.
Min 1 year...
...- Should have a good understanding of selling mutual funds to clients - Build creative and diverse models for pitching financial planning - Generating leads from Open Market who are interested in becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business...
...RM Mutual Fund Sales Customer Engagement.
To up sell ICICI Prudential MF products to Retail/HNI Clients as per the
assigned database... ...Preference to NISM Certified candidates with experience in managing
Retail/HNI Clients, with in depth knowledge of Mutual Funds...
...to the client.
Role Description
Job Role:- Relationship Manager
Location:- Ahmedabad, Surat, Vadodara, Vapi, Pune, Mumbai, Hyderabad... ...with banking partners to leverage their customer base for mutual fund sales.
Conduct presentations and seminars to educate bank...
...Roles and Responsibilities : - Mutual Fund Experience only - Min 2 Years in Mutual Funds - Analyse and whitelist different mutual fund. - Attend Con-call of fund manager, maintain list if whitelist fund and track them regularly. - Suggest and plan portfolio for investors. -...
...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...
...Overview:
As a Relationship Manager for Mutual Funds you will play a crucial role in developing and maintaining relationships with clients to promote and sell mutual funds products. You will be responsible for providing financial advice understanding clients investment needs...
...like MF and PMS. Need to maintain relations with his clients and with the team members. Crossing selling third party products like Mutual fund, SIP, and PMS. - Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing...
...We are looking for Sales Manager/Sales Executives who can thrive on fast paced atmosphere as we go to next level. Success will be determined... ...clients or retails segment is preferred.
# Knowledge of mutual fund, securities, and insurance industries.
# Basic computer...
...services to the client. Role Description
Job Role:- Relationship Manager Location:- Bangalore, Chennai, Hosur, Coimbatore, Hyderabad,... ...build and maintain relationships with clients
Experience in Mutual fund products sales
Should have experience in handling hni...
...relationships with clients over phone call, helping them navigate finding the best way to finance their requirements with loans against mutual funds. - Sales : Demonstrate outstanding selling, pitching, and communication skills to effectively convey the benefits of the product to...
...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 of the...
...Job Description
J.P. Morgan Asset Management is the world’s third-largest alternatives manager, with a 40-year history of delivering innovative... ..., infrastructure, transportation, liquid alternatives and hedge funds.
As a controller professional in our Alternatives Financial...
...Job Description
The Fund Servicing Manager will be responsible for oversight of day to day operation of a team within Investment Operations responsible trade booking, settlement, cash & positions and market value reconciliations, break research and resolution, credit facilities...
Resource mobilisation and fund-raising is a strategically important function at IIHS and is recognised as a critical enabler of institutional growth and sustainability.
The position of Manager - Resource Development will be involved in fund-raising initiatives. This will entail...
...limited to, the following:
• Supporting in the implementation of fund-raising strategy.
• Building and nurturing relationships with... ...accurate and comprehensive fund-raising records and reports.
• Managing routine MIS reporting on fund-raising status, activities, achievements...
...seeking an experienced professional to join our team in the role of Fund Services-Administrator for 6 Months duration.
Principal... ...operational best practices and HSBC Global Standards; • Report to Manager on service level achievements and key performance indicators on a...
...Join us and build an exceptional experience for yourself, and a better working world for all.
Role name and description
Tax Manager - Manager is primarily responsible for the planning of engagement(s), managing client accounts, gathering, validating and evaluating...
...Assist in the monthly close process of the firm’s funds, separately managed accounts, and finance companies: o Prepare and review management fee calculations, incentive fee calculations, and capital roll forwards along with reconciliations from the fund administrator o Review...
...Senior Associate/Assistant Manager, Fund Accounting Location: Mumbai / Bangalore
Department: Fund Services
Vacancy Type: Permanent
Work Timings: APAC/EMEA/Americas
The position:
Fund Accounting team is responsible to Coordinate in Fund setup – i.e. N Tier...