Average salary: Rs633,747 /yearly
More stats Key Responsibilities: - Develop and maintain strong relationships with clients to understand their needs and provide personalized financial advice and solutions. - Effective cold calling and relationship building can help a retail manager generate their own leads and build ...
...School with specialization in 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...
...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...
...financial products
Achieve sales targets from financial distributors/partners assigned
Achieve targets across wealth management (mutual funds, FDs, bonds) and insurance
Work aggressively towards getting a partner's existing AUM merged
Grow market share from the...
Portfolio Manager Engage & Advise : Build relationships and provide personalized financial advice. Drive Sales : Generate leads, maximize appointments, and manage client portfolios. Stay Informed : Keep updated on financial products and market trends. Ensure Compliance : Adhere...
...Job Title
Job Description â APAC
Assistant Vice President â Fund Administration
Date
Department:
IFSO
Location:... ...End to End exposure in Fund Accounting Stream with knowledge of Mutual Fund, Pension Fund, Hedge Fund Accounting
Basic knowledge of upstream...
...risk-adjusted returns while minimizing subjective biases.
Role Description
This is a full-time on-site role as Deputy Manager, Fund Management at Pelican PMS in Chennai. As a Deputy Manager in Fund Management, you will be responsible for day-to-day tasks related to managing...
...Associate, Fund Administration
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody...
...take risks, experiment, and be yourself. This is what is all about.
Weâre seeking a future team member for the role of Associate, Fund Reporting II to join our â Operations- Fund Reporting team. This role is located in Pune, MH - HYBRID.
In this role, youâll make...
...seeking a future team member for the role of Senior Associate, Fund/Client Accounting to join our Fund/Client Accounting team. This... ...accounting books and records for specific groups of Hedge Funds, Mutual Funds, Separate Accounts, Commingled Trusts, and Limited Partnership...
...and be yourself. This is what #LifeAtBNYMellon is all about.
We're seeking a future team member for the role of Senior Associate, Fund/Client Accounting to join our NAN Solutions team. This role is located in Chennai, TN - HYBRID.
In this role, you'll make an impact...
...Associate, Fund/Client Accounting II
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody...
...teams is key to our success in serving our clients and the communities we operate in.
About Business line/Function:
Team performs Fund Accounting for various clients across several locations with 24 x5 coverage. The process includes Transactions input, Reconciliation,...
...Job Title
Job Description – APAC
Manager – Fund Accounting
Date
Department:
IFSO
Location:
Business Line / Function
FUND ACCOUNTING
Reports To
(Direct)
Assistant Vice President
Grade
(if applicable)
Mid Level
(Functional)
Number Of...
...and be yourself. This is what #LifeAtBNYMellon is all about.
We’re seeking a future team member for the role of Vice President, Fund/Client Accounting Manager I to join our Alternative Operations team. This role is located in Pune, MH - Hybrid role.
In this role,...
...and be yourself. This is what #LifeAtBNYMellon is all about.
We’re seeking a future team member for the role of Vice President, Fund Reporting Manager II to join our – Fund Reporting team. This role is located in Pune, MH - Hybrid.
In this role, you’ll make an...
...possess strong know how of the process and act as an effective back-up to his/her supervisor
The position will work closely with the Fund Accounting team to keep them motivated and devise continuous ways to improve the process
Responsibilities
Direct Responsibilities...
...and be yourself. This is whatis all about.
We're seeking a future team member for the role of Senior Vice President to join our Fund Reporting team .
Fund Reporting is responsible for preparing statutory annual, and regulatory quarterly and/or interim financial statements...
Only candidates based out of / open to relocating to Chennai apply|Only Candidates with 8+ years of experience to apply About Our Client Our client an organisation that looks at providing financial solutions to under privileged communities. They aim to do they same through...
...income retired other income and rental income
Assets verification include borrower s bank account statement retirement accounts mutual funds and other investments.
Validating and processing the Loan documents on behalf a Mortgage lender organization.
Evaluating...
...from given clients. - Meeting regularly all the clients for market updates - New client acquisition - Cross-selling of products like Mutual Funds, Insurance, Private Equity, PMS, etc. Key Requirements : - Execution of trade orders on behalf of clients. - Building Relationships...
Rs 5 - 6 lakhs p.a.
...process
To do the regular performance review of employees’ and evaluate, guide them for achieving the set goal.
Products: Mutual Funds, Insurance, LAS, Bonds etc. Business targets: Recruitment of Financial Products Distributor,
Product sales etc.
Experience :...
...DESIRED QUALIFICATIONS AND EXPERIENCE
Assistant Manager - Customer Advisory Team :
1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Minimum 6 months exposure to Life Insurance
Age Bracket: 25-30 years
Must own a conveyance...
...Acquisition of new Authorized Partners / Sub Brokers from Open Market.
Increase revenue from Brokers
Should be good in selling Mutual Fund, Loan's, Corporate FD, Bonds etc.
Must have –
2 to 8 Yrs. Experience in sales,
Good Presentation and communication skills....
...related activities for Clearing and Custody Services/ Investment Fund Services/ Middle Office Position business respectively.
Identifying... ...achieve the vision of SSC.
Work closely with stakeholders to mutually enrich the quality of process and to encourage collaborative...
...software download terminal issue stock transfer and collection of funds.
# Keep a check on Revenue generation Brokerage and Account... ...market
Contact Number ::
Portfolio Managment,HNI Sales,Relationship,Client handling,Mutual Funds,Demat Account,Banking,Insurance...
...Strong leadership and communication skills.
Detailoriented and organized.
How to Apply:
Contact:
sales,marketing,insurance,investment,banking,finance,loans,leads,casa,credit cards,microfinance,NBFC,HNI,B2B,B2C,cross calling,cross selling,mutual fund...
...Creation of revenue & Activation of clients through effective Advisory.
Cross selling of other products like Equity Basket, SIP, Mutual fund, PMS, Insurance.
Handling Queries & complains of client's & solving it within TAT.
Profiling clients by conducting in depth...
...Managerial Cadre/ Management level in Bank/ Reputed Financial Institutions.
Increase Gold Loan business, Various third party product i,e Mutual Fund Gold Coins sale, Insurance-Life,Medical& Vehicle.
Supporting the team for Recovery for Achieving interest collection target,...
...5 lacs & above.
Creation of revenue & Activation of clients through effective Advisory.
Cross selling of other products like Mutual fund, PMS, Insurance.
Handling Queries & complains of client's & solving it within TAT.
Acquiring new clients & retaining the old...