1 Opening(s)
2.0 Year(s) To 8.0 Year(s)
4.00 LPA TO 15.00 LPA
Job Overview:
The ideal candidate will be responsible for managing and growing relationships with high-net-worth individuals, clients, and institutional investors. You will be tasked with offering customized investment solutions, building strong client loyalty, and contributing to the growth of our mutual fund business.
Department: Sales/Client Services
Reports To: Executive Director
Industry- Financial Services
Employment Type- ...
1 Opening(s)
6.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 11.00 LPA
POSITION: Branch Manager – Retail SalesReports to (Position): Zonal Head/ Cluster Head – Retail SalesPosition Purpose: Managing distributor relationships across IFDs/ MFDs, NDs, and Banks to achieve continuousand sustained subscription to organization’s funds. Ensuring adequate mix of product salesand meeting set targets. Developing markets, enhancing market share as well as handlingdistributor ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
Not Disclosed by Recruiter
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 ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 8.00 LPA
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 ...
1 Opening(s)
5.0 Year(s) To 7.0 Year(s)
8.00 LPA TO 11.00 LPA
POSITION: Relationship Manager – Retail SalesReports to (Position): Channel Head/Cluster Head/Zonal Head – Retail Sales
Position Purpose: Working with distributors across assigned channels to achieve continuous and sustained subscription to organization’s funds. Ensuring adequate mix of product sales to achieve set sales targets.
Principal Accountabilities:
Generating Business
Contribute to sustained growth in sales through initiatives targeted at long ...
2 Opening(s)
5.0 Year(s) To 10.0 Year(s)
Not Disclosed by Recruiter
Job Description -
What is the roles objective :
Responsible for Relationship Management and handling Mutual Fund sales through Private banks and Wealth Managers
Develop and maintain relationship with clients and all channel partners and increase market share for DSPIM
Conducting meetings with clients/associates, understanding their needs and provide relevant feedback up the chain
Build ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.00 LPA TO 5.00 LPA
Job Profile:
Relationship Management.
Customer Profiling
Client interaction
References from existing clients to acquire new clients
Updating clients on the 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.
Cross Selling
Candidate’s Profile:
Hardworking & Confident.
Smart Presentable.
Go getting attitude.
Experience in client handling.
Should ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 12.00 LPA
Job Profile:
Relationship Management.
Customer Profiling
Client interaction
References from existing clients to acquire new clients
Updating clients on the 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.
Cross Selling
Candidate’s Profile:
Hardworking & Confident.
Smart Presentable.
Go getting attitude.
Experience in client handling.
Should ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
0.00 LPA TO 0.00 LPA
Candidate’s Profile:
Hardworking & Confident.
Smart Presentable.
Go getting attitude.
Experience in client handling.
Job Profile:
Lead will be provided by the company.
Should have experience in Mutual Fund.
Experience in Client portfolio management and HNI client handling.
Relationship Management.
Salary: As per Industry Norms+ Sales Incentive + Traveling Allowance.
Job Location: Kharghar
Qualification: Any
Gender: Male/Female
1 Opening(s)
0.5 Year(s) To 5.0 Year(s)
0.00 LPA TO 3.00 LPA
Company Name :- VENTURA RESEARCHCompany Website :- http://venturareseach.in
Job description
Promote Mutual Fund and Corporate FD product lines to Retail and HNI clients.Generate leads and acquire clients through referrals to expand clientele.Achieve sales and revenue targets by upselling Mutual Fund products and enhancing client relationships.Provide personalized investment plans and financial advice to ...