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... 

 ...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... 

 ...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... 

 ...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... 

 ...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...

 ...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... 

 ...primary market products 6) Organising events to develop the Business of IFDs 7) Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. 8) Domain Knowledge: Understanding of market pulse, trade knowledge,... 

 ...growth. Key Responsibilities: Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance , and other products launched from time to time. Responsible for achieving... 

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client... 

 ...their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Ensure... 

 ...Derivatives, Currency & Commodity Markets, and generate revenue from these relationships. Cross-sell Third Party Products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Loan Against Shares (LAS), IPOs, and Insurance.... 

 ...Managers 8) Strong analytical skills to interpret business information. Exp.-10+ Years in sales of investment products like Mutual Funds, PMS, AIF, Stock Broking) 1) Handling Team of NRI Relationship Managers 2) Domain Knowledge of Products like PMS, Mutual Funds,... 

 ...business information ~ Handling Team of NRI Relationship Managers ~ Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds, ~ Experience in handling B2C & B2B ~8+ Years in sales of investment products like Equity Stock Broking and Mutual... 

 ...NRI Team. This will be achieved through brokering Equity, Derivatives, Commodity & Currency , and by cross-selling products like Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs) to existing acquired NRI clients from the Dubai... 

 ...clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help... 

 ...their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure...