Get new jobs by email
- ...products. Key Responsibilities: Build and maintain strong client relationships. Offer personalized investment solutions across mutual funds, insurance, PMS, and other financial products. Achieve sales and revenue targets through effective client engagement. Ensure...Mutual FundLong term contractKalyana month ago
- ...assigned set of existing customers and ensure high levels of client satisfaction. 4.Promote and cross-sell financial products including Mutual Funds, Insurance, SIPs, PMS, etc. Desired Candidate Profile: # Should be NISM VIII, NISM V A & IRDA certified. # Any Graduate...Mutual FundImmediate startThane6 days ago
- ...Business Development: Achieve sales targets across products including CASA, term deposits, loans, credit cards, forex, insurance, and mutual funds. Generate incremental business and increase wallet share by proactively selling retail and commercial banking products....Mutual FundNavi Mumbaia month ago
- ...and Cross selling Bank's retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and...Mutual FundLocal areaKalyan2 days ago
- ...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 startThanea month ago
- ...responsible for overseeing the governance and secretarial functions of the Asset Management Company (AMC) and trustee Company under SEBI Mutual Fund Regulations. A key part of the role includes conducting and managing meetings of the Board, Audit Committee, NRC, and Risk...Mutual FundNavi Mumbai21 days ago
- This job is provided by apna.co Motilal Oswal – Customer Relationship Executive (Mutual Fund Sales) Language: Good–Excellent English Responsibilities: Manage customer relationships, Promote mutual fund products, Drive engagement Job location - Navi Mumbai turbhe...Mutual FundShift workNavi Mumbai4 days ago
- ...Key Responsibilities Manage end-to-end talent acquisition for Mutual Funds, PMS, AIF, and related asset management divisions. Lead hiring across fund management, research, quantitative analysis, sales/BD (B2B & B2C), client servicing, operations , and corporate functions...Mutual FundNavi Mumbaia month ago
- ..., Grooming them. AMC Liasoning and Preparing/updating Monthly Fund Recommendation list Requirement Graduate/PostGraduate with... ...& good undertanding of financial services & products NISM VA (Mutual Fund) Certification CFP Certification Preferred ~ NISM &...Mutual FundFull timeThane4 days ago
- ...Role & responsibilities Performing the mutual fund activities such as Reverse feed updation, Portfolio updation, investor master updation. Follow up with RTA / AMC / BSE in case of any queries. Coordination with internal & external departments for solving queries....Mutual FundNavi Mumbaia month ago
- ...to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product...Mutual FundThanea month ago
- ...Job Responsibilities: Cater to the investment needs of mass-affluent clients by recommending products such as Mutual Funds (MF), PMS, AIF, Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products Meet required...Mutual FundThanea month ago
- ...advising HNI clients on their Equity and Derivative portfolios Acquire new clients for broking and investment products such as PMS, Mutual Funds, and Fixed Income Conduct daily meetings with existing and prospective clients to provide advisory and portfolio management...Mutual FundThanea month ago
- ...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...Mutual FundThanea month ago
- ...processing service requests from shareholders, third-party entities, institutions, broker or dealer operations, or client fund or stock groups Processes mutual fund and stock transactions and maintains shareholder records Thorough understanding of mutual fund and stock...Mutual FundNavi Mumbaia month ago
- ...CLIENT RELATIONSHIP EXECUTIVE Sales & Client Relations | Full-Time | Work From Office Primassure LLP — AMFI-Registered Mutual Fund Distributor About Primassure LLP Primassure LLP is a SEBI-compliant Mutual Fund Distributor (MFD) built on trust, transparency, and...Mutual FundLong term contractFull timeTraineeshipWork at officeNavi Mumbai12 days ago
- ...monitor key performance indicators (KPIs), and report on the team's progress and achievements to senior management. Product Management: Oversee the distribution and management of a wide range of third-party financial products, including insurance and mutual funds....Mutual FundNavi Mumbai21 days ago
- ...Responsibilities Make outbound calls to existing / potential customers. Address customer inquiries and provide information about Mutual Fund products or services. Resolve customer issues or complaints in a professional and timely manner. Upsell or cross-sell...Mutual FundNavi Mumbaia month ago
- 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 FundNavi Mumbaia month ago
- ...Banking set up. Working with a forward-looking perspective. Job Responsibilities: Responsible for evaluating products across Mutual Funds, PMS, AIF & Gift City offerings. Should be able to propose recommendations to the product team Preparing various reports,...Mutual FundNavi Mumbai21 days ago
- ...and payment gateway solutions Cross-Sell & Wealth Management Offer a complete suite of wealth management products including mutual funds (MF), life insurance (LI), general insurance (GI), credit cards (CC), lockers, and Y-SEC Cross-sell based on customer profile, ensuring...Mutual FundLong term contractNavi Mumbaia month ago
- ...Advisory: Conduct financial planning and investment advisory tailored to HNI clients. Drive revenue through fee-based products like mutual funds, insurance, and structured investments. Process & Audit Compliance: Ensure all sales activities and client interactions are...Mutual FundFull timeThanea month ago
- ...portfolio, and macroeconomic analysis to evaluate investment opportunities. Build and maintain investment thesis for equities, mutual funds, and startup investments. Provide continuous coverage of allocated industry sectors and individual stocks; analyze corporate...Mutual FundNavi Mumbaia month ago
- ...audit processes. Regulatory Updates : Stay abreast of all relevant regulatory changes and updates pertaining to PMS, AIF, and Mutual Funds, and disseminate information to relevant stakeholders. Skills ~2-3 years of experience in PMS/AIF/MF compliances . ~ In-depth...Mutual FundThanea month ago
- ...sourced and contribute to the overall deposit growth. - Revenue Generation: - Cross-sell banking products such as life insurance, mutual funds, gold, foreign exchange, and asset products to enhance revenue. - **Relationship Management:** - Build and maintain strong...Mutual FundNavi Mumbaia month ago
- ...Reserve Bank of India. The Group offers a wide range of financial services including commercial banking, stockbroking, life insurance, mutual funds, and investment banking. With a strong network of branches across India and international offices in cities such as London, Dubai,...Mutual FundFull timeThane4 days ago
- ...-sell, and client satisfaction targets. Review team performance metrics and ensure achievement of business KPIs (broking, SIPs, mutual funds, insurance, wealth products). Support team in resolving escalations and closing high-value investment opportunities. Ensure regulatory...Mutual FundLocal areaRelocationThane4 days ago
- ...form and review by US FATCA team # Preparation of response to TDS / 133(6) / 133C / e-verification notices, Capital gain working on Mutual Funds # Collating data for ITR filing from relevant stakeholders and validating with signed Financials # Coordination with Bayer...Mutual FundLocal areaOverseasThanea month ago
- ...Now Hiring: Sales Executive – Stock Broking & Mutual Funds Location: Thane Experience: 2–4 Years Industry: Financial Services... ...& quarterly sales targets. Assist clients with KYC, account opening & documentation. Maintain CRM entries, provide weekly reports...Mutual FundWork at officeThane28 days ago
- ..., it is only directional and guiding in nature. About the role The candidate would engage with fund managers / dealers of institutional investors, including Mutual Funds, Insurance Companies, Banks, Pension funds, Corporate treasuries etc. for sell-down of corporate...Mutual FundNavi Mumbaia month ago
