Average salary: Rs396,335 /yearly
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...RM Mutual Fund Sales Customer Engagement.
To up sell ICICI Prudential MF products to Retail/HNI Clients as per the
assigned database, generation of fresh leads through reference to shore up the
clientele.
Achieving the business targets assigned in terms of up selling...
...Roles and Responsibilities : - Mutual Fund Experience only - Min 2 Years in Mutual Funds - Analyse and whitelist different mutual fund. - Attend Con-call of fund manager, maintain list if whitelist fund and track them regularly. - Suggest and plan portfolio for investors....
...like MF and PMS. Need to maintain relations with his clients and with the team members. Crossing selling third party products like Mutual fund, SIP, and PMS. - Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing...
...- Should have a good understanding of selling mutual funds to clients - Build creative and diverse models for pitching financial planning - Generating leads from Open Market who are interested in becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business...
...We are hiring for top Asset Management Company Mutual Funds.
C andidate should have experienced with Mutual funds, handling HNI Clients & portfolios.
(Senior RM is also available based on experience)
Based on experience position will be given.
Min 1 year...
...Qualifications
Strong communication and interpersonal skills
Ability to build and maintain relationships with clients
Experience in Mutual fund products sales
Should have experience in handling hni clients
Experience in client management and business development...
...finding the best way to finance their requirements with loans against mutual funds. - Sales : Demonstrate outstanding selling, pitching, and... ...experience in telephonic sales. - Any graduate. - Based out of Bangalore/Open to relocate to Bangalore. - Work from office. - Basic knowledge...
...for Sales for the assigned Banks,
Develop and maintain relationships with banking partners to leverage their customer base for mutual fund sales.
Conduct presentations and seminars to educate bank staff and customers about mutual fund products and investment strategies...
...Overview:
As a Relationship Manager for Mutual Funds you will play a crucial role in developing and maintaining relationships with clients to promote and sell mutual funds products. You will be responsible for providing financial advice understanding clients investment needs...
...Job Title : Relationship Manager Location : Delhi Responsibilities : - Promote all products within the Mutual Fund line to both Retail and High Net Worth Individual (HNI) clients. - Upsell Mutual Fund products, tailoring offerings to suit individual client needs. - Generate...
...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...
...queries about financial planning.
Exposure:
# To private banking clients or retails segment is preferred.
# Knowledge of mutual fund, securities, and insurance industries.
# Basic computer knowledge like MS word, MS Excel PowerPoint etc. for various tasks.
# Strong...
...fulfil their hopes and realise their ambitions.
We are currently seeking an experienced professional to join our team in the role of Fund Services-Administrator for 6 Months duration.
Principal responsibilities • Assist in implementation of operational best practices...
Resource mobilisation and fund-raising is a strategically important function at IIHS and is recognised as a critical enabler of institutional... ...interest with IIHS cannot be undertaken.
The search will remain open until the position is filled.
Location
This position is based in...
Indian Institute for Human Settlements
Bangalore
2 days ago
...investment spectrum, including real estate, private equity and credit, infrastructure, transportation, liquid alternatives and hedge funds.
As a controller professional in our Alternatives Financial Controllers team of Transportation Fund, you will be working with an established...
...Job Description
The Fund Servicing Manager will be responsible for oversight of day to day operation of a team within Investment Operations responsible trade booking, settlement, cash & positions and market value reconciliations, break research and resolution, credit facilities...
...Assist in the monthly close process of the firm’s funds, separately managed accounts, and finance companies: o Prepare and review management fee calculations, incentive fee calculations, and capital roll forwards along with reconciliations from the fund administrator o Review...
...Senior Associate - Hedge Fund Accounting-Integration
Bangalore/Pune/Mumbai/Kolkata - India
The successful candidate will join the Fund Services team as a Hedge Fund Accountant and will be closely working with Client Service Managers based in Asia/Europe/US regions in...
...Job Responsibilities
Primary responsibility of the FA is the maintenance of accurate accounting and securities records for each fund administered, ensuring all prescribed controls are adhered to for each fund accounting process (e.g. position reconciliation, asset pricing...
...We are a part of the financial conglomerate Naptico Chit Fund Pvt Ltd and are inspired and guided by our trust story built over decades. Chit is the first financial product of the Naptico Chit Fund Group We endeavor to offer complimentary Chit Services to meet the unique financing...
