Average salary: Rs226,247 /yearly
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- ...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...Mutual Fund
- ...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...Mutual FundLocal area
- ...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...Mutual FundLocal areaImmediate start
- ...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...Mutual Fund
- ...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...Mutual Fund
- ...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...Mutual Fund
- ...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...Mutual Fund
- ...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...Mutual Fund
- 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 ,...Mutual Fund
- ...The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales... ...of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the...Mutual Fund
- ...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...Mutual Fund
- ...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...Mutual Fund
- 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...Mutual Fund
- ...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...Mutual Fund
- ...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...Mutual Fund
- ...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...Mutual Fund
- ...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...Mutual Fund
- ...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...Mutual Fund
- ...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...Mutual Fund
- ...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...Mutual FundFull timeLong term contractWeekday work