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- ...Responsibilities: Investment Advisory - Provide expert guidance on mutual funds, market trends, and investment strategies. Mutual Fund Sales & Business Development - Identify and acquire new clients, drive sales of mutual funds, and achieve business targets. Set up...Mutual FundThanea month 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 Mumbai8 days 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...Mutual FundLocal areaKalyan3 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 startThane8 days ago
- ...relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Generate revenues and...Mutual FundThanea 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 FundThane4 days 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 FundNavi Mumbai8 days 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 FundThane4 days 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 Mumbai3 days 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 FundThane4 days ago
- ...accounting notes, and guidance note # s.Tracking all the payments are being done correctl y. B. Treas # uryTo handle banking, mutual funds & any other financial product relationsh # ip.To negotiate with the banks on various produc # ts.To forecast the working...Mutual FundThane7 days ago
- ...for the branch customer relationship management and recommending various financial products and services (equity, Commodity, SIP, mutual fund, fixed deposit Bonds, PMS, ) to the clients. Should be well verse with capital market and strong hold on equities. Straitening...Mutual FundThanea month ago
- ...stakeholders (Internal and External). Sanity Check: This involves supporting applications for all domains like Banking, Insurance, Mutual Funds, Ecommerce, Depositories, Trading and Securities. Effective Communication: Proactive and prompt communication with clients to...Mutual FundImmediate startNavi Mumbai2 days ago
- ...accounting notes, and guidance notes. # Tracking all the payments are being done correctly. B. Treasury # To handle banking, mutual funds & any other financial product relationship. # To negotiate with the banks on various products. # To forecast the working...Mutual FundThane7 days 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 Mumbai8 days ago
- ...insights of product sales, assets and profitability. Tie-up and Product Management: 1. Tie-up with third-party product providers, mutual funds, insurance companies, and Alternate Investment funds, etc. 2. Management of our discretionary managed programs ensure compliant...Mutual FundOverseasThane1 day ago
- ...in Navi Mumbai location. JOB DESCRIPTION – Treasury Manager Key Responsibilities: Assisting the team in raising funds from Banks, Mutual Funds, Financial Institutions, Insurance Companies, and Corporates through issuance of various instruments. Preparation...Mutual FundNavi Mumbai1 day 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 Mumbai15 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 contractThane8 days 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 timeThane8 days ago
- ...stakeholders (Internal and External). Sanity Check: This involves supporting applications for all domains like Banking, Insurance, Mutual Funds, Ecommerce, Depositories, Trading and Securities. Effective Communication: Proactive and prompt communication with clients to...Mutual FundImmediate startNavi Mumbai2 days ago
- ...Job description WMS Domestic Understand requirements of WMS products such as Customer Onboarding, mutual fund, Bonds, private equity, DPMS, Bond, PE Raise queries and clarifications and follow up to closure Communicate with Leads and stakeholders about issues, observations...Mutual FundNavi Mumbai2 days 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 FundThane9 days ago
- ...performance and realign strategies as needed Product Knowledge & Upselling Maintain strong knowledge of financial instruments: mutual funds, bonds, equities, PMS, AIFs, structured products Cross-sell and upsell life insurance offerings as part of a comprehensive...Mutual FundNavi Mumbaia month ago
- ...onboarding new entrants by helping them obtain ARN licenses. Support IFAs in selling a wide range of financial products, including mutual funds, insurance, equity, and other investment solutions. Sales Process Implementation Execute the sales strategies and processes...Mutual FundThane1 day ago
- ...Instruments), ECB, DA, PTC, etc. Responsible for liaising with institutions including Public and Private sector Banks, NBFCs, Investors, Mutual Funds, Insurance Companies, etc. Fair understanding of legal documentation and liaising with lenders' legal counsel, in-house legal...Mutual FundWork at officeNavi Mumbaia month ago
- ...Understand and assist in practical stock market transactions during market hours Learn and manage practical mutual fund KYC procedures, account openings, and transactions such as additional purchases, switches, and redemptions Analysis of mutual fund and stock market...Mutual FundInternshipThane16 days ago
- ...traders. With a commitment to democratizing financial services, 5paisa provides a suite of products including Stocks, Futures & Options, Mutual Funds, IPOs, all accessible through user-friendly mobile applications and web platforms. Today 5paisa is a go-to platform for serious...Mutual FundThane1 day ago
- ...overall MF revenue targets along with segments - Business Analytics; Responsible for analysing internal and external trends in Mutual Funds industry & provide recommendations. Identifying business approach that addresses segment/customer level product fitment based on...Mutual FundNavi Mumbai1 day 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 areaOverseasThane7 days ago
