Relationship manager mutual fund jobs in Trivandrum

) 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...

 ...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. 2) 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. 4) Serving as the... 

 ...staff on incentive programs and insurance products Coordinate medicals and documentation to ensure timely policy issuance Identify cross-selling and up-selling opportunities with existing customers Support branch staff and build long-term professional relationships... 

 ...Responsibilities for RM - NR & Privy or Priority Channel Acquire and manage all core liability clients and products (NR & Privy or Priority...  ...brand building in the market. Strong in Business lobbying, relationship, and rapport building with immigration consultants, Educational... 

 ...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... 

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 ,... 

 ...domestic financial markets and 9) impact on stock movements. 10) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 11) enhancing, & upgrading the client relationship. 12) Ensuring the highest level of service to the clients... 

 ...ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant... 

 ...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... 

 ...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... 

Candidate Profile: # Minimum 1 year of experience in Life Insurance Sales , BFSI , or NBFC ~ Good awareness of the life insurance industry is essential # Must be a graduate # Must own a two-wheeler # Immediate joiners or candidates with short notice ...

 ...Field Relationship Manager focuses on building and maintaining strong relationships with clients, primarily in the field, by understanding their needs and offering appropriate banking products and services. They are responsible for generating new business, achieving sales targets... 

 ...customers about insurance products. · Conduct cold calls to arrange meetings with potential clients. · Build and maintain client relationships. · Meet sales targets through direct customer engagement. · Responsible for sales completion by facilitating completion of... 

 ...Description We are seeking a proactive and client-focused Relationship Manager in the Financial Services sector to join our team. The ideal candidate will have 1-3 years of experience in managing client relationships and will be responsible for providing excellent service... 

 ...ICICI Bank, you get an opportunity to engage with high-value customers of ICICI Bank and offer 360 degree-banking solutions. As a Relationship Manager - Business Banking, you will have the opportunity to provide banking solutions for Micro, Small, and Medium Enterprises (MSME)... 

 ...expected to be role and location-fungible with the understanding that Banking is an essential service.    About the role A Relationship Manager is a core anchor in taking our banking solutions and services to our valuable customers. This involves a 360-degree banking...