Average salary: Rs1,274,051 /yearly

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  •  ...Role & responsibilities Performing the mutual fund activities such as Reverse feed updation, Portfolio updation, investor master updation. Follow up with RTA / AMC / BSE in case of any queries. Coordination with internal & external departments for solving queries.... 
    Mutual Fund
    Mumbai
    15 days ago
  • Handling service-related issues of HNI Relationships. Assisting Wealth Management RM in financial planning &portfolio alterations. Ensuring timely processing of Mutual Funds, Structure Products, bonds, and NCD Investment in order to meet deadlines & customer satisfaction... 
    Mutual Fund
    Mumbai
    a month ago
  •  ...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... 
    Mutual Fund
    Mumbai
    16 days ago
  •  ...sheet. Specialized Activities Executing Trade Orders. Advising Clients based on Research Report. Required Criteria Graduation is a must. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) Stock Market knowledge is mandatory.... 
    Mutual Fund
    Mumbai
    a month ago
  •  ...Job description Compliance SEBI(Mutual Fund) Regulations To review &update Compliance Manual Mutual Fund Reporting Anti Money Laundering rules Internal, Statutory & SEBI Auditors Preparation of Board Agenda, Committee Agenda & Minutes of the Meetings Required... 
    Mutual Fund
    Mumbai
    3 days ago
  •  ...primary market products 6) Organising events to develop the Business of IFDs 7) Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. 8) Domain Knowledge: Understanding of market pulse, trade knowledge,... 
    Mutual Fund
    Mumbai
    16 days ago
  •  ...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... 
    Mutual Fund
    Mumbai
    16 days ago
  •  ...Key Job Profile & Responsibilities: Manage an outbound and inbound calling profile , aiming for daily connected calls with a talk...  ...guiding clients through the trading process. Actively cross-sell Mutual Fund SIPs and other third-party financial products to clients.... 
    Mutual Fund
    Mumbai
    25 days ago
  •  ...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 &... 
    Mutual Fund
    Mumbai
    16 days ago
  •  ...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... 
    Mutual Fund
    Mumbai
    25 days ago
  • 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
    Mumbai
    16 days ago
  •  ...Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases...  .... 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business... 
    Mutual Fund
    Shift work
    Mumbai
    17 days ago
  •  ...Dream11 is looking for an Assistant Manager - Treasury to join our finance team. If you have a strong understanding of banking processes...  ...documentation. Assist in managing investments, including mutual fund transactions and reporting . Required Skills &... 
    Mutual Fund
    Mumbai
    15 days ago
  •  ...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
    Mumbai
    16 days ago
  •  ...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... 
    Mutual Fund
    Mumbai
    16 days ago
  • 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
    Mumbai
    17 days ago
  •  ...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... 
    Mutual Fund
    Mumbai
    16 days ago
  • 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... 
    Mutual Fund
    Mumbai
    16 days ago
  •  ...requirements. Offering tailored financial solutions Generate business by upselling other banking products like insurance, loans, mutual funds & more Required Candidate profile Any Graduate with exp in CASA sales, Current Account, Savings Account sales can apply Min... 
    Mutual Fund
    Mumbai
    a month ago
  •  ...Responsibilities  End to end Compliance for funds raised for NBFC / Brokerage firm from various sources like Banks, NBFCs, Mutual Funds, Debentures, Commercial Papers,...  ...capital lines, Family offices, etc.  Manage due diligence by lenders, provide information... 
    Mutual Fund
    Temporary work
    Mumbai
    a month ago