162 Job openings found

Offering mainly Mutual Fund Products, a wide range of Financial Services and Wealth Management Solutions to Institutions, Corporations, High-Net Worth Individuals and Families.   Conducting comprehensive review of client portfolios, including interacting with clients to assess strategies based on objectives and risk profile   Selling Mutual Fund/ Equity/Debt/Currency/Alternate Investments   Responsible for building AUM and revenue ...

Role Details: Designation: VP Digital Sales LeadRole type: People ManagerDepartment: DigitalReporting to: Director AND Head- DigitalLocation: Mumbai HO Your Role (summary): Lead Digital Sales and Business Development This role will be responsible for 1. Focus on Digital Sales growth in the form of new SIP, New Customer Acquisition, AUM and related KPIs2. Drive all the ...

  Excellent knowledge of SEBI MF Regulation Hands on experience of NAV computation or Hands on experience of Mutual Fund Reporting or Hands on experience of Equity, Derivative & Debt Valuation Minimum relevant experience of 5 years Working knowledge of Multifonds system Fund Accounting for catering Mutual Fund segment. - Preparation of monthly/quarterly NAV workbooks and economic allocations, ...

Requirements: Position: Sales Officer Location: Jamshedpur Willing to travel outside markets of Jamshedpur like - Chandli, Chaibasa, Saraikela, Chakradharpur, etc. & Ranchi  Male candidates are preferred  CTC: Rs.30000 per month (maximum budget by the management) Experience: 3+ years  Education: any graduate Good communication skills & English medium background candidates will be given preference. Interested candidates applying for this position ...

RM – Retail Sales (Delhi, IFA) Relationship Manager – Retail SalesPosition Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business Contribute to sustained growth in sales through initiatives targeted ...

Job Responsibilities:  Customer Profiling  Consultation related to wealth management  Client interaction  References from existing clients to acquire new clients  Updating clients on market  Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and organizational goals.   Desired Candidate Profile  Should have good knowledge of the Mutual ...

Job Responsibilities:  Customer Profiling  Client interaction  References from existing clients to acquire new clients  Updating clients on market  Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and organizational goals.   Desired Candidate Profile  Should have good knowledge of the Mutual Fund Industry  Should be well-versed ...

Candidate will be responsible for managing and advising on a variety of mutualfunds, monitoring market trends, .The ideal candidate has extensive experience with financial planning, investmentstrategies, conducting market research, preparing investment reports, assistingin creating investment strategies, facilitating transactions and risk management.They are typically tasked with financial analysis, forecasting, and assisting ...

Key Responsibilities:* Manage client interactions and communications effectively.* Handle mutual fund account openings, KYC processes, and other related documentation.* Coordinate with mutual fund companies, insurance providers, and financial partners regarding ongoing investments.* Track internal documents, maintain data records, and follow up with respective parties.* Manage basic social media platforms for ...

Job Description for Client Services Officer - Chennai Key Responsibilities: Acceptance and scrutiny of financial and non-financial transaction over the counter. Addressing queries of walk-in investors and distributors. Time-stamping applications and ensuring necessary system entries and dispatch to RTA local branch Coordinate with RTA branches which are part of the corresponding Zone and with ...