Manager mutual fund jobs in Kolkatta

 ...viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market... 

 ...Quick Turtle is seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory. This position is...  ...these relationships. Cross-sell Third Party Products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment... 

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 ,... 

 ...currency & commodity Markets and generate Revenue from them. ~ Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. ~ Handling Queries & complains of client's &... 

 ...Role & responsibilities Channel Manager/ BDM | reputed Broking company | upto 7L Acquisition of Franchisee, DIGI partners & Remisier...  ...these partners. Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed... 

 ...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... 

1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3...  ...our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed... 

 ...customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of... 

 ...QuickTurtle is seeking experienced and driven VP/AVP/Managers to join our Private Client Group (PCG) Advisory team. In this role, you...  ...these segments. Cross-sell Third Party Products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment... 

 ...Experience: ~ Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDm IFA & Franchisee channel. ~...  ...Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services.... 

 ...QuickTurtle is looking for a driven VP / AVP / Branch Manager to lead our NRI Desk within the Private Client Group . In this key...  ...Derivatives, Commodity & Currency , and by cross-selling products like Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative... 

 ...including Equity, Futures & Options (Equity, Currency, Commodity), managing large customer portfolios with a book size of ₹25 lakhs and...  ...investment portfolios by advising them on suitable products like Mutual Funds, PMS (Portfolio Management Services), IAP (Investment Advisory... 

 ...SVP/VP/AVP Relationship Managers / Private Bankers - Wealth Management QuickTurtle is seeking experienced SVP/VP/AVP Relationship Managers...  ...a comprehensive range of wealth management products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative... 

 ...personal & business banking/financial needs. ~ Relationship Management profile involving acquiring, growing and deepening HNI customer...  .../ Insignia/ Wealth Management/ Pvt Banker . Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products,... 

 ...Cluster Manager, PFA (B2B) - Equity Broking & Investment Products QuickTurtle is seeking an experienced and dynamic Cluster Manager...  ...Direct Equity and a wide range of Investment Products such as Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds... 

 ...QuickTurtle is seeking experienced and driven SVP/VP/AVP/Relationship Managers for our Private Client Group (PCG) Advisory team. In this role...  ...these segments. Cross-sell Third Party Products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative... 

 ...Role & responsibilities To build and manage relationship with Virtual program managed clients so as to ensure optimum customer acquisition...  ...generation from sales of all appropriate Assets, Liability , Mutual Funds, Life Insurance and other TPP products of the bank Portfolio... 

 ...Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodity . Managing large customers with book size of 25lacs & above. Building...  ...diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity.... 

 ...focus on achieving 2x of annual CTC as the target. • Acquire and manage priority clients, ensuring long-term relationships. •...  ...Research Analyst Services Depository Participant - CDSL & NSDL Mutual Fund & IPO Marketing We serve over +1,00,000 varied investor ---s across... 

 ...Identifying customer needs, assessing their appetite and providing them investment options. ~Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. ~Achieving targets as assigned by the organisation on a monthly basis. ~Migrating offline clients to do... 

 ...Actively hiring Mutual Fund Executive Start Date Starts  Immediately...  ...Executive at VIC WEALTH IMF LLP, your primary responsibility will be to manage and oversee the mutual fund operations within the company. You... 

 ...NSDL, a SEBI-recognized Research Analyst,  and an AMFI certified mutual fund distributor. Headquartered in Kolkata with a strong presence in...  ...to simplify and enrich investment experiences, helping clients manage and grow their wealth with ease. Role Brief: We are seeking... 

 ...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... 

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... 

 ...Key Responsibilities: Lead and manage statutory audits, internal audits, and inspections for clients in the Banking, Insurance, and Mutual Fund sectors. Provide strategic direction and oversight for engagements, ensuring excellence in service delivery and adherence to... 

 ...various branches in conjunction with the HR dept (L&D), 10) To supervise and ensure compliance of all critical transaction sale of Mutual Funds, AIF, PMS, 11) To ensure adequate documentation of all transactions and coordinate with various stakeholders for smooth... 

 ...Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This...  ...needs of mass affluent clients by recommending products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment... 

) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor...

 ...Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader, who is able to hire...  .... Exp.-10+ Years in sales of investment products like Mutual Funds, PMS, AIF, Stock Broking) 1) Handling Team of NRI... 

 ...generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity...  ...and other Equity product. Preferably should be from Wealth Management background. BFM MCOM MBA Finance or equivalent , with NISM...