Key Responsibilities: - Develop and maintain strong relationships with clients to understand their needs and provide personalized financial advice and solutions. - Effective cold calling and relationship building can help a retail manager generate their own leads and build ...
...School with specialization in Finance OR any Financial Post Graduation Work Experience (highlight) : Professional within the top 15 Mutual Fund Senior Manager - 5-10 years of experience in institutional sales AVP - 10+ years of experience in institutional sales Core Purpose...
...Relationship Manager - (CEC, DET, Banca) || Leading Mutual Fund AMC 1. Responsible for Sales for the assigned Banks 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors...
Portfolio Manager Engage & Advise : Build relationships and provide personalized financial advice. Drive Sales : Generate leads, maximize appointments, and manage client portfolios. Stay Informed : Keep updated on financial products and market trends. Ensure Compliance : Adhere...
...experiment and be yourself. This is what #LifeAtBNYMellon is all about.
We’re seeking a future team member for the role of Associate, Fund Reporting to join our – Operations- Fund Reporting team. This role is located in Pune, MH - HYBRID.
In this role, you’ll make...
...We need immediate joiner who can join with us 15 days
Job Title: Sr. Associate Fund Accounting
Experience-3+ years
Location: Chennai
Mode: WFO
Responsibilities
Direct Responsibilities
·Gain comprehensive understanding of NAV Calculation and related...
...risk-adjusted returns while minimizing subjective biases.
Role Description
This is a full-time on-site role as Deputy Manager, Fund Management at Pelican PMS in Chennai. As a Deputy Manager in Fund Management, you will be responsible for day-to-day tasks related to managing...
...teams is key to our success in serving our clients and the communities we operate in.
About Business line/Function:
Team performs Fund Accounting for various clients across several locations with 24 x5 coverage. The process includes Transactions input, Reconciliation,...
...and be yourself. This is what #LifeAtBNYMellon is all about.
We’re seeking a future team member for the role of Vice President, Fund/Client Accounting Manager I to join our Alternative Operations team. This role is located in Pune, MH - Hybrid role.
In this role,...
...and be yourself. This is what #LifeAtBNYMellon is all about.
We’re seeking a future team member for the role of Vice President, Fund Reporting Manager II to join our – Fund Reporting team. This role is located in Pune, MH - Hybrid.
In this role, you’ll make an...
...yourself. This is what #LifeAtBNYMellon is all about.
We’re seeking a future team member for the role of Senior Vice President, Fund Accounting manager II to join our Fund Accounting team. This role is located in Chennai, TN - HYBRID mode.
In this role, you’ll make...
..., CRM, Self-Kiosk, Offers & Discounts, GST Returns, Accounting, and Hybrid POS and much more! The Role
About Us:
VasyERP (Funded by Reliance Industries) is an Ahmedabad situated young start-up working into cloud-based ERP products. We design and develop ERP & point of...
...income retired other income and rental income
Assets verification include borrower s bank account statement retirement accounts mutual funds and other investments.
Validating and processing the Loan documents on behalf a Mortgage lender organization.
Evaluating...
...software download terminal issue stock transfer and collection of funds.
# Keep a check on Revenue generation Brokerage and Account... ...market
Contact Number ::
Portfolio Managment,HNI Sales,Relationship,Client handling,Mutual Funds,Demat Account,Banking,Insurance...
...Income calculations (salaried / Self employed / Rental / Other Incomes)
Validate all type of Assets including 401K Bank Statements Mutual funds etc
Usage of Assets against Income requirement / qualification
Calculate DebttoIncome Ratio Loantovalue Ratio Housing...
...policies and process - To do the regular performance review of employees' and evaluate, guide them for achieving the set goal. Products : Mutual Fund, Insurance, PMS, NPS, Loan against MF, Equity & ETFs, Bonds etc. Business targets : Recruitment of Financial Products Distributor,...
...of MGS's development is paved by its three key pillars, which are Mutual Respect, Discipline and Transparency, which are set as the... ...complex structures such as; SPVs, Co-operatives, Foundations
and Funds, Governments, Joint Ventures, etc.
4. Verifying KYC documentation...
Rs 4 - 6 lakhs p.a.
...Chennai(2 Nos.) , Mumbai(1 No.)-Work from Home/or a location which would be identified later.
Role - Acquiring customers for Mutual Fund, Equities, Life Insurance, Health Insurance, Corporate Deposits, Bonds, PMS/AIF, Estate Planning etc and managing their portfolio....
...we operate in.
About Business line/Function:
Team performs Fund Accounting for various clients across several locations with 24 x... ...End to End exposure in Fund Accounting Stream with knowledge of Mutual Fund, Pension Fund, Hedge Fund Accounting
Basic knowledge of upstream...
...commodity Markets.
Creation of revenue & Activation of clients through effective Advisory.
Cross selling of other products like Mutual fund, PMS, Insurance.
Handling Queries & complains of client's & solving it within TAT.
Acquiring new clients & retaining the old...
Description
Channel Sales Manager
Skill
Channel, sales, ifa, mutual. fund,
Qualification
B.A
Description
KAM-KOLKATA/DELHI
Skill
sales, KAM, mutual funds, key accounts, demat, investment products
Qualification
B.A
Description
RM-IP-RANCHI
Skill
sales, relationship manager, investment products, demat, mutual funds
Qualification
B.A
...Description
The World Bank is one of the world's largest sources of funding and knowledge for developing countries. The World Bank works in... ..., business clients and stakeholders and driving towards mutually beneficial decisions for all parties. 5. Strong process-driven...
...management skills - People oriented, outgoing individual that earns a high degree of loyalty with staff and channel partners - Good understanding of Mutual fund distribution and how the industry works - Eagerness to work with start-up and problem solving skills (ref:updazz.com)
...lacs & above.
Creation of revenue & Activation of clients through effective Advisory.
Cross selling of other products like Mutual fund PMS Insurance.
Handling Queries & complains of clients & solving it within TAT.
Acquiring new clients & retaining the old...
Description
RM-IP-RANCHI
Skill
sales, investment products, mutual funds, demat, rm
Qualification
B.A
...Identifying customer needs, assessing their appetite and providing them investment options.
~Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.
~Achieving targets as assigned by the organisation on a monthly basis.
~Migrating offline clients to do...
...from given clients. - Meeting regularly all the clients for market updates - New client acquisition - Cross-selling of products like Mutual Funds, Insurance, Private Equity, PMS, etc. Key Requirements : - Execution of trade orders on behalf of clients. - Building Relationships...
...terms of Revenues, by next year we will be at PAR with Top 10 AMC's in the country. Roles & Responsibilities : - Reach out to new MFD (Mutual Fund Distributor ), IFA (Independent Financial Advisors), stock brokers and ND's (National Distributors) via multiple options - Reach...