119 Job openings found

Role/Job Title: Product Manager-Mutual Fund. Function/Department: Wealth, Retail Liabilities. Job Purpose: This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building financial planning models. Roles & responsibilities: Onboarding of new products (MF, PMS,AIF) by way of evaluation, due diligence, suitability, commercials, sales & operational processesRelationship ...

  New Client Acquisition Cross selling of third party investment products( Insurance, MF, PMS, SIP’s, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) Revenue generation – revenue to be generated from the all the products from sourced accounts Client Meeting Achieving the Business targets assigned in terms of cross selling, enhancing ...

The Regional Head – PCG will be responsible for leading and managing the Private Client Group business across Gujarat, with a primary focus on servicing and growing relationships with High Net Worth Individual (HNI) clients.This is a strategic leadership role with a “non-playing captain” approach, where the incumbent will drive ...

Key Responsibilities Make outbound calls to potential and existing clients regarding company services and investment products. Handle inbound customer inquiries professionally and provide accurate information. Generate and qualify leads for the sales and advisory team. Maintain regular follow-ups with interested clients. Explain company offerings including trading accounts, investment opportunities, and financial products. Maintain client databases and ...

Achieve given AUM and Revenue targets Maintain relationships with the existing network of IFAs Recruit potential new IFAs Manage, recruit and drive the sales team for meeting efforts and performance targets. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars Build up team as per defined ...

Job Role - Providing financial solutions for high net worth clients.Monitor financial market trends to ensure that client plans are responsive.Must ensure the growth of AUM / Book SizeResponsible for achieving targets based on acquisition and revenue generation through investment products.Provide appropriate investment solutions to the clients based on their needs ...

Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs ...

Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs ...

Position Name Manager– ProductsReports to(Position): VP – ProductsLocation: Mumbai Date:PositionPurpose: Support the development, launch, and lifecycle management of passiveinvestment products including ETFs, index funds, and factor strategies.The role will focus on execution, analytics, and cross-functionalcoordination to build a scalable passive product platform. Principal Accountabilities: 1. Product Development & Launch Execution Support end-to-end launch of ...

We are seeking a dynamic and results-driven telecaller to promote and sell banking products and services, including savings accounts, credit cards, loans, insurance, and investment products. This role requires excellent communication skills, customer service focus, and a strong understanding of financial products.  Key Responsibilities: Acquire new customers for retail banking products through ...