254 Job openings found

To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the ...

Description:   Essential Duties and Responsibilities:   1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.    2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...

Essential Duties and Responsibilities:   1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.    2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...

Role Details: Designation: VP and Company SecretaryRole type: People ManagerDepartment: LegalReporting to: Head - LegalLocation: Mumbai Your Role (summary): You will be the primary point for communication with the Board of Directors, senior management and the firms shareholders. You will play a key role in compliance with Companies Act, 2013, rulesthereunder and applicable secretarial standards, ...

Understand Clients’ Investments needs Managing Mutual Funds transaction processing for clients Updating of CRM and various other systems Creating MIS, Reports, end of day reports Relationship management with fund house RMs Prepare Financial plans for clients and presenting them Meeting Targets and Client Retention goals. Answer clients’ questions, address concerns and resolve them as per SLAs Regularly review ...

We have an urgent opening for the position of  Sales Executive  for a Reputed  Company for the Kharghar  Location   Roles and Responsibilities Customer Profiling Client interaction References from existing clients to acquire new clients Updating clients on market The proper information to clients of a transaction at a specific interval. Strive towards achieving the individual goal and thereby the ...

Job Description: - Wealth Distribution (B2B)The candidate will be responsible for expanding the B2B network for bonds, mutual funds,s and PMS products.Desired Experience & Exposure:-Experience selling financial products through the IFA Channel / Sub broker network (Preferably mutual fund and bonds).Mandatory Skills:-The candidate should possess excellent communication skills. Candidates should ...

Client Info: The Company is a reputed and leading Mutual fund service provider, Their aim is to build a world class wealth management business through high quality and honest advice emerging from incisive research, breadth of product suite and product neutrality, they deals into investment products like Mutual funds – Equity, ...

    Please find the details for the same:-   Job Location: Kharghar. Job Timing: 10 am to 6:30 pm. Job Type: Permanent. Weekly Off: Sunday. Salary: As per company norms. Experience:  Freshers. Qualification: Graduate. Gender: Female. Vacancy: 1   Job Profile: Handling Data Entries. Handling Walkin clients. Doing back office work in Mutual Fund. Filling forms.   Candidate’s Profile:    Hard Work.  Dedicated to work.  Go getting attitude.  Good/Fluent Communication Skills. Smart and Presentable.   Company Profile: ...

Job Overview: We are looking for a Compliance Officer with experience in regulatory compliance and risk management to manage IFSCA compliance, regulatory filings, investor due diligence, and governance activities for a financial services entity operating in GIFT City IFSC. Key Responsibilities: Manage IFSCA compliance, regulatory filings, compliance calendars, and regulatory reporting. Monitor regulatory updates ...