Search Results: 26,908 vacancies
...providing complete financial planning solutions - Conduct daily sales calling with prospective new clients and identify their needs. -... ...products related to Life Insurance, general insurance, fixed income, mutual funds. Wealth/ Portfolio Management - Understand client portfolio in...
...Relationship Manager Responsibilities : - Promote all product lines of Mutual Funds. - Upsell Mutual Fund products to Retail/HNI Clients. - Generate fresh leads and acquire clients through references. - Achieve sales and revenue targets across product mix. - Enhance and upgrade...
...tele caller. - Ensure that a maximum number of appointments should be made for a month. Ensure quality of appointments provided to the sales. - Manage a portfolio of clients and provide ongoing support and advice to help them achieve their financial goals Proactively seek...
...Relationship Manager - (CEC, DET, Banca) || Leading Mutual Fund AMC 1. Responsible for Sales for the assigned Banks 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors...
...Location : Delhi Responsibilities : - Promote all products within the Mutual Fund line to both Retail and High Net Worth Individual (HNI) clients.... ...clientele through referrals, bolstering the client base. - Meet sales and revenue targets across product range, enhancing client...
...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 Role : - Acquire new...
...Sales Manager: Mutual Fund
Experience: Minimum 3 – 5 Years of direct or cross / up-selling of Mutual Funds Sales
Qualification: Any Graduation/ Preferred MBA
Job Description: Sales Manager: Mutual Fund
1. Responsible for managing Direct Sales to Retail &...
Rs 5 - 6 lakhs p.a.
...will be responsible for helping users review and rebalance their mutual fund portfolio using our quant tools.
You will engage with our... ...investing in Mutual Funds.
What you will work on: Mutual Fund Sales
You engage with potential clients digitally (over phone or...
...Job Role : Relationship Manager - Core Sales - Would be responsible for owning and managing the MFD channel. - Has to generate business... ...compulsory. - Key account management skills. - Exposure to Mutual Fund industry is required. - Good communicational abilities and pleasing...
...Responsible for Mutual Funds selection, propose recommendations after interactions with Fund houses on an on-going basis Detailed portfolio & strategy analysis of Mutual Funds, recommend from a forward-looking perspective
Preparing strategy notes along with reports on recommended...
...CRISIL is hiring for Mutual Fund Research Analyst .
Quantitative Research: Performance calculation, historical trends in performance across various categories of mutual fund (MF) / Analysis of Schemes, Fund Managers and Asset Management Companies (AMCs), pension or provident...
...Certification (Mandatory). Job Description : - 2 to 3 Years of Sales Experience with Banking domain. - Must have good communication as... ...calling experience/Fresher can also apply. - Must have experience in Mutual Fund Sales. - Might have to visit for the Field work. - Must be at...
...prioritizes client satisfaction and success.
Role Description
This is a full-time on-site role for a Research Analyst in Mutual Funds & PMS at BellWether Associates located in Gurugram. The Research Analyst will be responsible for day-to-day tasks such as...
Rs 5 - 12 lakhs p.a.
~ Offering mainly Mutual Fund Products, a wide range of Financial Services and Wealth Management Solutions to Institutions, Corporations,... ...as per company benchmarks
~ Responsible for meeting cross sales targets
~ Ensuring high quality service and key Customer...
...Sales Description : About the role : Quantsapp already has a large user base of 1.5 million HNI Traders who use & admire the Quant analytics... ...is a first of a kind initiative of offering Quant Analytics in Mutual Funds. With machine taking over investing activities globally, we are...
...financial products to meet customer needs - Ensuring the highest levels of service to the client /HNI customers - Providing Investment planning and advice - Achieving sales and revenue targets spread across product mix - One point contact for the assigned customer (ref:updazz.com)
...core team - Must have experience dealing with HNIs/UHNI - Managing Mutual Funds or overseeing AUM ( Assets Under Management)Independently... ...Criteria - Work Experience (yrs.) Min. 3 years & Max 5 years in Sales/Wealth Management/Banking - Work Profile Acquiring HUI/UHNI clients...
...Job Responsibilities : - Uploading and processing of Mutual Fund Transactions on Registrar Platform - Process Customer account details changes with Registrar and get the same updated in the platform. - Processing of Payments reference in the system and reconciling the data...
...management companies/Securities/Banking industry
Department :- Sales/Business development
Qualifications
Strong communication... ...build and maintain relationships with clients
Experience in Mutual fund products sales
Should have experience in handling hni clients...
1. Responsible for New Client Acquisition and Inactive client activation (Dead Folio Revivals). 2. Follow up/Conversion on the leads shared by the Corporate Acquisition Team. 3. Manage the existing clients and build AUM. 4. Responsible for Client and distribution servicing ...
