Openings mutual funds jobs in Delhi

 ...banking customers (liabilities and assets) Cross-sell banking and third-party products: savings, current accounts, FDs, insurance, mutual funds, loans Drive customer engagement through regular interactions and service excellence Achieve assigned sales and revenue... 

 ...with goal of providing solution. Adherence of KYC/AML in true spirit while acquisition of new accounts. ~ Monthly revenue generation from various bank products viz. UFD, Credit Card, Demat, Mutual Funds, SIP, Other Deposits and Life insurance. Credit Card, Demat, etc... 

 ...Securities) product Onboarding Partners – Understanding the needs of each partners and convincing them to partner with Abhiloans Mutual Fund Distributors Share Brokers Wealth Managers Loan Aggregators Engagement And Disbursal – Driving the business through... 

 ...broking firms as a Relationship Manager- Pioneer /Burgundy /Priority/ Insignia/ Wealth Management/ Pvt Banker . Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. Should have experience... 

 ...and generating business and references to meet the sales targets.  Responsible for selling of various financial products such as mutual funds, life & health insurance, and other structured wealth and financial products.  Managing and reviewing portfolios of existing... 

 ...Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply... 

 ...train distributors - Organize and run recruitment events for distributors - Continued training and motivating the team to drive ULIP business - Attend joint field work and help the distributors whenever needed - No need for IRDA or Mutual Fund exam. Direct empanel... 

 ...customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of... 

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products ,... 

 ...Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products – Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role- Providing financial solutions for... 

 ...solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and... 

 ...We're seeking a results-driven Mutual Fund Sales/Client Relationship Manager to join our team at MoneyTree Partners. The successful candidate will be responsible for acquiring new clients and nurturing existing relationships to drive business growth. If you have a passion... 

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge... 

 ...Job Summary: We are looking for a dynamic and result-oriented Mutual Fund Sales / Client Relationship Manager to drive client acquisition and foster long-term relationships. The ideal candidate will have a strong understanding of mutual fund products and a passion for... 

 ...Generate significant revenue by effectively promoting and cross-selling a comprehensive range of wealth management products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking. Network strategically and... 

 ...upselling opportunities and guide large customers to diversify their investment portfolios by advising them on suitable products like Mutual Funds, PMS (Portfolio Management Services), IAP (Investment Advisory Products), and Insurance, thereby bringing stability and longevity... 

 ...the Business Target set for them which includes Broking Revenue , Future & Options (F&O). 2) Cross selling third party products like Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse products launched by the company. 3) Servicing to existing/ new acquired clients... 

 ...Derivatives, Currency, and Commodity Markets, actively generating revenue from these segments. Cross-sell Third Party Products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), and Insurance. Handle client queries and... 

 ...relationships with HNI and UHNI clients. Generating revenue by effectively promoting and selling a range of products, including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking . Networking and cultivating... 

 ...strategies. Contribute to the company’s financial performance through client acquisition, retention, and product penetration (FDs, mutual funds, etc.). Stay abreast of market movements, economic indicators, and regulatory updates to ensure timely and compliant client... 

1) HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products... 

 ...cordial relationship with existing clients. Developing relationship with Clients and generating leads through references. Achieve laid down target W.r.t Revenue Generation and Client Activation. Cross selling third party products (Life Insurance & Mutual funds).... 

 ...cordial relationship with existing clients. Developing relationship with Clients and generating leads through references. Achieve laid down target W.r.t Revenue Generation and Client Activation. Cross selling third party products (Life Insurance & Mutual funds).... 

 ...various branches in conjunction with the HR dept (L&D), 10) To supervise and ensure compliance of all critical transaction sale of Mutual Funds, AIF, PMS, 11) To ensure adequate documentation of all transactions and coordinate with various stakeholders for smooth... 

 ...Responsibilities: Lead and manage statutory audits, internal audits, and inspections for clients in the Banking, Insurance, and Mutual Fund sectors. Provide strategic direction and oversight for engagements, ensuring excellence in service delivery and adherence to industry... 

 ...Trade Orders. Advising Clients based on Research Repor Required Criteria: Graduation is must. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) Stock Market knowledge is mandatory. Should possess good communication skills.... 

 ...Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity. Candidate Profile Atleast 5 years of experience in sourcing and... 

 ...acquisition targets. Key Responsibilities: Cater to the investment needs of mass affluent clients by recommending products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Private Equity (PE), Structured Products (SP),... 

 ...Derivatives, currency & commodity Markets and generate Revenue from them. ~ Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. ~ Handling Queries & complains of... 

) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor...