Openings mutual funds jobs in Hyderabad

 ...Location: Adilabad, Telangana Company Description: Choice Broking is a leading financial service provider offering Stock market, Mutual Fund, Insurance, and Loan services. It is a part of the Choice Group, a conglomerate with a presence in the Finance, Hospitality, and... 

 ...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... 

 ...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... 

 ...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 ,... 

 ...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... 

 ...Profile 1. Very Good Communication. 2. Any graduation. 3. Age up to 38 as on date of interview 4. Any sales experience ( Insurance, Mutual fund, Equity) or Fresher MBA 5. Should be more aggressive and active in achieving the fixed targets. 6. Two wheeler is Must... 

 ...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... 

 ...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... 

 ...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... 

 ...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... 

 ...plans aligned with client-specific goals and risk profiles. Recommend appropriate investment options, including equities, bonds, mutual funds, PMS, AIFs, and other instruments based on in-depth market research. Regularly monitor and review client portfolios, making... 

 ...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... 

 ...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... 

 ...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... 

 ...have a proven track record in wealth management and investment advisory, with strong expertise in managing HNI clients, PMS, AIF, and mutual fund products. This role requires a blend of financial acumen, strategic planning, relationship building, and a deep understanding of... 

 ...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),... 

) 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...