Average salary: Rs180,250 /yearly
More statsGet new jobs by email
- ...QuickTurtle is seeking experienced and driven SVP/VP/AVP/Relationship Managers for our Private Client Group (PCG) Advisory team. In this role... ...segments. Cross-sell Third Party Products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment...Mutual FundPune15 days ago
- ...Trading on behalf of the clients Building relationships with clients & educating them about Investments Client Acquisition as per targets... ...a must. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) Stock Market knowledge is mandatory....Mutual FundMumbaia month ago
- ...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 deep market...Mutual FundMumbai15 days ago
- ...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 FundPunea month ago
- ...clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity... ...daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5)...Mutual FundPune15 days ago
- ...own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing... ...of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the...Mutual FundPune15 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 FundPune15 days ago
- ...suitable products from the array of financial products – Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct... ...towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. Responsible for complying with regulatory compliance...Mutual FundMumbai24 days ago
- ...across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer... .../ Wealth Management/ Pvt Banker . Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business...Mutual FundLocal areaImmediate startMumbai15 days ago
- ...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 of - Equity and Debt based...Mutual FundPune16 days ago
- ...Role & Responsibilities: As an NR (Non-Resident) Relationship Manager , you will be responsible for managing and growing relationships with... ...of banking and financial products such as fixed deposits, mutual funds, insurance, and forex services. Collaborate with product...Mutual FundMumbaia month ago
- ...SVP/VP/AVP Relationship Managers / Private Bankers - Wealth Management QuickTurtle is seeking experienced SVP/VP/AVP Relationship Managers... ...comprehensive range of wealth management products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment...Mutual FundMumbai16 days ago
- ...advising Ultra HNI clients, fostering strong relationships with our B2B partners, and driving... ...Options (Equity, Currency, Commodity), managing large customer portfolios with a book... ...advising them on suitable products like Mutual Funds, PMS (Portfolio Management Services), IAP...Mutual FundPune16 days ago
- ...QuickTurtle is seeking highly experienced and dynamic SVP/VP/AVP/Relationship Managers to join our Private Banker/Wealth Management team. This... ...promoting and selling a range of products, including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment...Mutual FundPune15 days ago
- ...Equity, F&O- Equity/ Currency/ Commodity . Managing large customers with book size of 25lacs... ...by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing... ...vertical of Stock Broking firm. Existing Relationship Manager Team Leaders. Experts in the...Mutual FundThane15 days ago
- ...We are looking for a proactive and digitally savvy Virtual Relationship Manager to manage and grow relationships with partners and distributors... ..., and promoting services such as wealth management , mutual funds , insurance , and investment consulting . You will also...Mutual FundFull timeWeekday workMumbai13 days ago
- As a Relationship Manager, you would be expected to partner with agents and generate business through... ...for respective channels. Circulates fund updates and product-related information... ...Applicant Students In-depth knowledge of Mutual Funds Mandatory NISM V-A...Mutual FundFlexible hoursAurangabada month ago
- ...looking for a highly motivated and customer-focused Virtual Relationship Manager (VRM) to join our dynamic investment sales team. This is a... ...Cross-sell a suite of investment and wealth products including mutual funds, bonds, tax-saving instruments, and insurance solutions....Mutual FundFull timeRemote jobWeekday workMumbai9 days ago
- Job Description: Relationship Manager Job description: • New client acquisition, building new relationships and increasing depth in existing... ...options. • Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. • Achieving targets as assigned by...Mutual FundImmediate start
- ...Responsibilities: Develop and maintain relationships with clients to enhance client... ...options such as equities, derivatives, mutual funds, IPOs, margin trade funding and Loan against... ...servicing. Key Skills: Client Relationship Management Stock Market Knowledge Sales and...Mutual Fund
- ...Description: Job Summary: We are seeking an experienced and dynamic Relationship Manager to help us to grow in our broking business. The ideal... ..., Advisory Services that cover --- Management Services, Mutual Fund Investments, Insurance to exceptional Depository Services....Mutual Fund
- ...Premier Relationship Maager vertical is specializes in acquiring/sourcing/expanding/upgrading... ...such as General and Life,etc, Mutual Funds Other banking products as per customer... ...sales skills with strong people and time management. Minimum 2yrs experience in insurance...Mutual FundFull time
- ...Actively hiring Relationship Manager (Wealth Management) Start Date Starts... ...of Investments. 2. Have a good understanding of insurance, mutual funds & financial services products. 3. Handle end-to-end client...Mutual FundImmediate start
- ...Description: Key Responsibilities: Client Acquisition & Relationship Management o Acquire new clients through referrals, walk-ins, leads,... ...risk profiles. o Promote and cross-sell broking products, mutual funds, IPOs, margin trade funding and Loan against Shares and...Mutual Fund
- ...Description: Products: Secondary Bonds / Fixed Deposit / Mutual funds / Capital Gain Bonds / RBI Bonds / Debt Primary Issues... ...: Mumbai/Kolkata/Bangalore/Hyderabad/Chennai Position: Sr. Relationship Manager/ Relationship Manager Key Skills: - Prior Experience of handling...Mutual FundFull time
- Job Description: Job Title: Relationship Manager – Corporate Treasurer Education: MBA (mandatory) from... ...Treasurer with a strong background in fund management, wealth management, and... ...should have a proven track record of selling mutual funds or similar investment products to...Mutual FundFull time
- ...through high-touch virtual engagement. Key Responsibilities: Manage ~100–150 IFAs across assigned regional clusters Drive SIPs,... ...reporting of outreach and SIP progress Key Skills: 2–8 years in mutual fund/telesales/insurance distribution Strong verbal skills in Hindi...Mutual Fund
- Relationship Manager Wealth Management (Sales) Start Date Starts Immediately... ...3 years of experience in selling financial products such as Mutual Funds, FDs, Direct Equities, Insurance, etc. to Retail, HNI, UHNI,...Mutual FundLong term contractLocal areaImmediate startHybrid workFlexible hours
Rs 2.4 lakh p.a.
...catalyst and create a huge Renaissance in the way business are managed in India & worldwide. We are a dynamic team of professionals with... ..., Developers & Builders, Research, Life Science, Share Market, Mutual funds, Automobile, Architects & Interior Designs, Cement, Leather,...Mutual FundFull timeWorldwideSaturday- ...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 client's &...Mutual FundPune15 days ago
