194 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 ...

  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, ...

We are looking for a proactive and result-driven Relationship Manager to drive client acquisition and retention for a range of financial products. The role requires strong networking capabilities, client advisory skills, and the ability to generate business through fieldwork, references, and cold calling. Lead Generation:Identify and onboard potential clients through cold calling, ...

 JOB DESCRIPTION Position Name: Cluster Head - Mutual Fund Retail Sales (All Channels IFA/Banking/NDs/MFD) Department: Retail Sales Job Responsibilities: Working with distributors across assigned channels with the objective of achieving the desired sales targets across all KRA’s. Contributing to sustained growth in sales, adhering to guidelines through initiatives which will benefit the long-term development of ...

Position Name: AVP and Channel Head - Retail Sales Department: Retail Sales Job Responsibilities: 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 salestargets. Contributing to sustained growth in sales through initiatives targeted at long term ...

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 at long term development of ...

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 ...

RM – Retail Sales 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 at long ...

POSITION: Relationship Manager – Banking Sales Position Purpose: Working with Banking Channel across assigned areas 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 at long ...

  Relationship Manager – Retail Sales 5-8 years of experience, BANKING channel Responsible for handling all channel partners Position 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 ...