129 Job openings found

Job Overview: As a Back Office Associate in the mutual funds or insurance sector, you will play a crucial role in ensuring the smooth and efficient functioning of administrative and operational tasks that support the core business activities. You'll be responsible for managing various backend processes that contribute to the overall ...

The key areas of responsibilities are as follows: - Increase AUM, Net Sales, and Market Share of the AMC at the Branch- Channel management across IFA’s, National Distributors and Banks- Team Management and development of sub - ordinates- Ensure standards of Customer Service and Compliance are met at the Branch- Monitoring ...

Relationship ManagerJob description:• New client acquisition, building new relationships and increasing depth in existing relationships with clients. • Selling online broking accounts- Demat account, trading account.• Identifying customer needs, assessing their appetite and providing them investment options.• Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.• Achieving targets ...

Preference :➡️ Life Insurance background/ Mutual fund➡️ General insurance, Health insurance, Home Loans, Equity▶️ Real Estate▶️ Small business man   Job Description/Job Responsibilities -  Manage Life Insurance sales goal achievement through: Recruiting agents Training and developing agents on commission basis.  Supervise the activity plan of all agents to ensure these are being fulfilled as per the ...

Preferred Certified Financial Planner Diff between IS & Trader IS: Trader IS is for Super Trader segment & they will be assigned few branches to support Super Trader RMs. Super Trader IS don't have any client DPMS mapping they would be assigned few branches and their key responsibility is to drive cross sell ...

Have a good understanding of the businesses' products or services and be able to advise others about them • Research and identify new business opportunities - including new markets, growth areas, trends, customers, partnerships, products and services - or new ways of reaching existing markets • Foster and develop relationships with customers/clients • ...

Roles & Responsibility ? Check daily data of Sales of all product and software uploads.? Renewal Payment remainder to clients and follow-up.? Claim registration to settlement follow-up with the company.? Be in touch with companies we are working with for quotation   and product updates or any other updates.? Regular visits to ...

Urgent Requirement fo business development executive for reputed mutual fund company Get the sale" using various customer sales methods  Forecast sales, develop "out of the box" sales strategies/models and evaluate their effectiveness  Evaluate customer's skills, needs and build productive long lasting relationships  Meet personal and team sales targets  Research accounts and generates or follows through sales leads  Maintain ...

Job Description   Sales Executive: Generate sales by identifying and selling prospects; maintaining relationships with clients. Work as per the sales targets and meet incentives.   Sales Executive Job Description: Identifies business opportunities by identifying prospects and closure. Sell products by establishing contacts and developing relationships with prospects Maintains relationships with clients by providing support, information and recommendation ...