Relationship manager mutual fund jobs in Thiruvananthapuram

 ...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)... 

 ...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... 

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 ,... 

 ...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... 

 ...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... 

 ...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... 

 ...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... 

 ...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... 

 ...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 &... 

 ...QuickTurtle is seeking experienced and driven VP/AVP/Managers to join our Private Client Group (PCG) Advisory team. In this role, you...  ...these segments. Cross-sell Third Party Products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment... 

 ...looking for a driven VP / AVP / Branch Manager to lead our NRI Desk within the Private...  ..., and by cross-selling products like Mutual Funds (MF), Portfolio Management Services (PMS...  ...capable of recruiting and developing new Relationship Managers. Client Activity & Growth:... 

 ...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... 

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... 

) 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...

 ...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,... 

 ...generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity...  ...and other Equity product. Preferably should be from Wealth Management background. BFM MCOM MBA Finance or equivalent , with NISM... 

 ...seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory....  ...Commodity Markets, and generate revenue from these relationships. Cross-sell Third Party Products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate... 

 ...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 best... 

 ...different teams 6) Have great channel management skills 7) Should be great Team Leader, who is able to hire and train new Relationship Managers 8) Strong analytical skills to...  ...in sales of investment products like Mutual Funds, PMS, AIF, Stock Broking) 1) Handling Team... 

 ...sales. 2) Knowledge of Broking Products, Insurance, Investment products like Mutual Funds, PMS, AIF. 3) Develop forecasts, financial objectives, and business plans 4) Meet goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel...