Average salary: Rs656,613 /yearly
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- ...client profile to generate income and build MTF book # Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares # Acquire new clients while maintaining and nurturing long-term...Mutual Fund
Chola Securities
Kolkatta8 days ago - ...looking to add Relationship Manager in our retail sales team at Mumbai location. Someone with an experience range of 5-8 years in the mutual fund/AMC industry is preferable. Responsibilities Handling Regional Distributors in assigned region. Build and Nurture...Mutual Fund
jm financial asset management ltd
Bangalore9 days ago - ...Regional Heads etc. Responsible for prospecting, selling & managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market & industry analysis. Generating &...Mutual Fund
Nippon India Mutual Fund
Pune5 days ago - ...Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while...Mutual Fund
SkillLabs
Bangalore24 days ago - ...Aditya Birla Group and Sunlife Financial Inc., a leading international financial services company in Canada. BSLAMC is a fund manager for Birla Sunlife Mutual Funds and currently ranks as the fourth largest fund Management houses in India with a total Average AUM base of over...Mutual Fund
Aditya Birla Group
Jamshedpur6 days ago - ...:-Upto 5.5LPA+Incentives Acquire customers for demat accounts from the market. Sales of third-party products like insurance, Mutual Funds, SIP loans, etc. Engage with prospective customers for wealth products. Leverage marketing campaigns to build the prospecting...Mutual Fund
Shine com
Trivandrum2 days ago - ...a high-level of product knowledge and stay informed with industry trends and changes. Sell and distribute products such as IAP, Mutual funds, Portfolio management services, Alternate investment fund, insurance, and mbonds. Expectations Prioritise building relationships...Mutual Fund
SkillLabs
Chennai24 days ago - Relationship Manager â Mutual Funds Location: Ahmedabad/Vadodara We are looking for dynamic and driven Relationship Managers to join our Wealth Management team. The ideal candidate will have strong experience in handling HNI/UHNI clients , with proven expertise in...Mutual Fund
Recex.co
Ahmedabad3 days ago Rs 4.5 - 6 lakhs p.a.
.... Investment Advisory & Product Management Provide investment solutions across debt products, structured products, equities, mutual funds, fund-based real estate, and other investment instruments. Assist clients in achieving short-term and long-term investment goals...Mutual FundLong term contractTemporary workTata Capital
Pune22 days ago- ...relationships. ~ Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPS, TGS, AIFS, Bonds, Unlisted Shares, IAP, and other financial services. ~ Revenue Generation: Drive revenue growth by...Mutual Fund
Shine com
Rajkot2 days ago - ...REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of...Mutual Fund
anandrathi shares and stock brokers limited
Nagpur3 days ago Rs 8 - 12 lakhs p.a.
...This role is for an Affluent Relationship Manager specializing in Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF) . The ideal candidate will have extensive experience in the BFSI sector, focusing on upselling investment products...Mutual FundAvani Consulting
Lucknowa month agoRs 4.5 - 7 lakhs p.a.
...Financial Planning and Investment Advisory to NRI clients Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process Capture and maximize...Mutual FundFull timeV Konnect
Gurgaon2 days agoRs 4 - 8.5 lakhs p.a.
...advisory to HNI clients, aligned with their goals and risk profiles. Generate fee income by cross-selling wealth products such as mutual funds, insurance, bonds, and structured products . Ensure 100% compliance with internal processes by recording all sales activities...Mutual FundFull timeV Konnect
Pune2 days ago- ...ins. Achieve monthly and quarterly CASA sales targets set by the bank. Cross-sell banking products such as FD, RD, insurance, mutual funds, and other retail assets. Relationship Management: Build and maintain strong relationships with high-value customers....Mutual FundLocal area
Skill Lab Services
Delhi7 days ago Rs 4 - 8.5 lakhs p.a.
...Advisory Offer financial planning and investment advisory services to HNI clients Drive fee-based revenue through the sale of mutual funds, insurance, and other investment products Process Adherence & Compliance Ensure all client interactions and sales activities...Mutual FundV Konnect
Jodhpur2 days ago- ...and provide suitable product recommendations aligned with DSP's fund offerings Collaborate with internal investment and product teams... ...and internal risk & compliance frameworks Represent DSP Mutual Fund at industry forums, client events, and investment committee...Mutual FundWork at office
DSP Fund
Mumbai10 days ago - ...investment avenues to HNI clients. Acquiring and catering to new HNI clients. Growing the existing AUM book size. Products- Mutual Fund/ PMS/AIF / SIF. Job Requirements Knowledge of personal finance (Different Investments Avenue & Taxation) Detailed...Mutual FundWork at office
Kotak Mutual Fund
Delhi9 days ago - ...that enhance visibility and goodwill Job Requirements ~3 years of relevant selling experience. ~ Proven track record of client value creation ~ Exemplary communication and client engagement skills ~ Domain knowledge of investments / mutual funds necessary....Mutual FundTraineeshipWork at office
Kotak Mutual Fund
Lucknow9 days ago - ...Qualification - Any Graduate / Post graduate Role: Business Development Vertical: Customer Engagement Channel Product : Mutual Fund product sales/wealth products (PMS/AIF, etc.) Responsibilities Manage and grow relationships with existing HNI and UHNI...Mutual FundLong term contractWork at office
Shine com
Ahmedabad2 days ago - ...Relationship Manager – Mutual Funds Job description 1) At least 1 year of sales experience of Mutual Funds preferred 2) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 3) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity...Mutual FundPermanent employmentFull time
triple constraints consultancy
Surat2 days ago - ...Financial Planning and to Ensure revenue targets across products are met consistently. 2 Penetration of all products including Mutual Funds(,Major product), Insurance(LI GI), FD, Bonds, IPO s, in all clientportfolios and to Identify opportunities to cross-sell deep-sell...Mutual Fund
Bajaj Capital
Nagar6 days ago Rs 3 - 12 lakhs p.a.
...set by the bank. Desired Candidate Profile ~5-10 years of experience in Private Banking, Wealth Management, Preferred Banking, Mutual Funds, or related fields. ~ Bachelor's degree in any specialization (B.Com/B.Sc). ~ Strong skills in HNI Client Handling, Portfolio...Mutual FundIndusind Bank
Visakhapatnam8 days ago- ...capital markets ecosystem. Support investor engagement and relationship-building initiatives. Develop strong understanding of Mutual Funds, PMS, AIFs, and institutional investment frameworks. Monitor domestic and global financial market trends. Provide insights on...Mutual FundFull time
Michael Page
Mumbaia month ago Rs 4 - 8.5 lakhs p.a.
...Business Development: Achieve sales targets across products including CASA, term deposits, loans, credit cards, forex, insurance, and mutual funds. Generate incremental business and increase wallet share by proactively selling retail and commercial banking products....Mutual FundV Konnect
Navi Mumbai2 days ago- ...Dealer in Government Securities and Treasury Bills, the company has since diversified its operations to include institutional broking, mutual fund distribution, and trading in various securities. Expanding its business scope, UBISL now provides doorstep services as Union Bank...Mutual FundFull time
UBI Services Ltd
Ranchi9 days ago Rs 5 - 12 lakhs p.a.
...Promote and sell a range of banking products such as savings accounts, current accounts, term deposits, credit cards, insurance, mutual funds, and other third-party offerings. Conduct outbound calling and field visits to acquire new customers and deepen existing relationships...Mutual FundV Konnect
Delhi2 days ago- ...Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products including Insurance Mutual Funds (MF) PMS SIP AIF Bonds Fixed Deposits (FD) Unlisted Shares and Investment Advisory Services (IAP). Acquire new clients while maintaining...Mutual Fund
SkillLabs
Secunderabad24 days ago - ...with a wealth / bank wealth / wealth-tech in a client facing role. ~ Understanding of various financial products – PMS, AIF, Mutual Funds, Bonds, Structured Products etc, with experience in at least one of these. ~ A product mindset - understanding of how processes...Mutual Fund
sbnri
Gurgaon3 days ago Rs 3 - 4 lakhs p.a.
...assessing financial data. ~ Exceptional communication and interpersonal skills to build client relationships. ~ Excellent knowledge of Mutual Funds, Insurance, Financial Services products. ~ NISM VA Certified. ~ Certifications such as CFP (Certified Financial Planner) or CFA...Mutual FundAbhishek Bansal Distribution Private Limited
Gurgaon23 days ago
