Relationship manager mutual fund jobs in Vadodara

) 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...

 ...Here is the Job Description (JD) for the Prime Relationship Manager – BL & LAP role: Job Title: Prime Relationship Manager – BL & LAP Locations: Ahmedabad, Surat, Baroda, Ankleshwar, and Vapi CTC: Up to 6 LPA Industry: NBFC Department: Secured & Unsecured... 

 ...across his personal & business banking/financial needs. ~ Relationship Management profile involving acquiring, growing and deepening HNI...  ...Insignia/ Wealth Management/ Pvt Banker . Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business... 

 ...Actively hiring Relationship Manager - Affordable Housing Start Date Starts  Immediately CTC (ANNUAL) ₹ 4,00,000 ₹ 4,00,000 /year... 

 ...Job Title: Relationship Manager – Business Loan Location: Vadodara, Gujarat Industry: NBFC CTC - Upto 6 LPA  Employment Type: Full-Time Experience: 1+ years in Business Loan Sourcing  Key Responsibilities: Source high-quality BL (Prime) business through DSA channels... 

 ...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)... 

 ...VP/ AVP/ Relationship Managers- PCG (Private Client Group)1. The main responsibility of this role is to acquire and service UHNI HNI clients...  ...and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment... 

 ...targeting towards the AUM growth & revenue generation from the relationships with company. Responsible for complying with regulatory...  ...products, etc. Proven experience in private banking, wealth management, or a related field, with a strong track  record of managing... 

80% lead support given by company agent / fresher / distributor / Freelancer / any sales exp/ holder can apply Urgent opening for life Insurance Company Salary bracket - 2.4 Lpa - 3.5 Lpa + inc. females require total opening - 20 location - Ahmedabad ...

 ...ypto 3.5 Lpa + inc. Location - Ahmedabad / Vadodara Age limit - 40 years max. Description We are seeking a Relationship Manager to join our team in India. The ideal candidate will be responsible for building and maintaining strong relationships with our clients... 

 ...You will be responsible for closing sales deals via Client Visit and maintaining good customer relationships. An effective sale representative must be an excellent communicator and have superior people skills. They must be comfortable presenting products or services... 

 ...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 ,... 

 ...Job profiles and competency/skill requirement A Relationship Manager is a core anchor in taking our banking solutions and services to our valuable customers. This involves a 360-degree banking approach. The Relationship Managers should be inclined to understand the customer... 

 ...To acquire, build and maintain strong relationships with high-net-worth individuals to understand...  ...objectives. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (... 

 ...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... 

 ...HL/LAP loan Field Sales and Collection. Location - Himatnagar, Vadodara, Ahmedabad Product - HL/LAP Designation - Senior Relationship Manager If interested please share your updated cv as soon as possible. Thanks. Supriya. [HIDDEN TEXT]... 

 ...Under Retail Banking Group, e-Relationship Management Services help customers avail of a host of banking services primarily through the phone channel. The e-Relationship Management Channel at the Bank is strongly connected to all business groups to design service architecture...