Average salary: Rs656,845 /yearly
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- ...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
Pune2 days ago - ...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
Secunderabad3 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
Bangalore4 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
Bangalore19 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
Jamshedpur1 day 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
Chennai19 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
Ahmedabad5 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
Pune17 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
anand rathi share and stock brokers ltd
Kolkatta1 day 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
Jaipura month 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
Lucknow4 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
Delhi4 days ago Rs 1 - 4 lakhs p.a.
...relationships with high-net-worth / premium clients Cross-sell branch banking products such as: Insurance Fixed Deposits Mutual Funds Loans Achieve monthly acquisition and revenue targets Ensure proper KYC and documentation compliance Eligibility...Mutual FundI Mates Consultants
Kochia month 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
Delhi2 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
Mumbai5 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
Nagar1 day ago - ...Responsible for acquiring preferred clients (Affluent & Super Affluent). Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing...Mutual Fund
Anand Rathi Share and Stock Brokers Ltd
Pune1 day 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
Visakhapatnam3 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
Ranchi4 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
Mumbai26 days ago Rs 4 - 5 lakhs p.a.
.... With a smorgasbord of services across all verticals in finance, we offer you the perfect blend of financial services right from Equity Broking, Advisory Services that cover --- Management Services, Mutual Fund Investments, Insurance to exceptional Depository Services....Mutual FundFull time- ...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
Skill Lab Services
Secunderabad2 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
Gurgaon18 days ago- ...Need candidates from BANK only. Should have sold mutual funds as a cross sell product. Achieve sales targets and grow market share. Build and manage distributor relationships through regular calls and biannual field visits. Provide market insights, product updates...Mutual Fund
Peoplemint Consultants
Jaipur1 day ago - ...products in the last year and decision by SEBI to waive the entry load for investors making applications for investments in existing mutual fund schemes directly. AMC Market in India The Indian mutual fund industry assets under management (AUM) settled at Rs. 7,62,502...Mutual FundLong term contract
Aditya Birla Group
Kolkatta1 day ago - ...About the Company JM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in 1993-94. We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of...Mutual Fund
jm financial asset management ltd
Surat4 days ago - ...and strategies to achieve their financial objectives. Stay updated on financial products and services, including stocks, bonds, mutual funds, alternative investments, and insurance products, to provide informed recommendations. Minimum Qualifications and Experience:...Mutual Fund
Muthoot Fincorp
Bangalore5 days ago - ...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...Mutual FundFull timeImmediate start
- ...Prudent Corporate Advisory Services Ltd. is a leading financial services group in India specializing in diversified verticals such as Mutual Funds, Insurance, Broking, Fixed Income, Property, Loans, and other financial products. With over two decades of experience since its...Mutual FundFull timeLocal area
prudent corporate advisory services ltd.
Kochi5 days ago - ...through referrals, cold calling and marketing initiatives. Advise clients on investment options such as equities, derivatives, mutual funds, IPOs, margin trade funding and Loan against Shares based on their risk profile. Assist clients with account opening, KYC updates...Mutual FundFull time
