260 Job openings found

Familiarity and good understanding of investment products such as Mutual Funds, PMS, Bank & Corporate deposits, Government Securities, Corporate Bonds, Equities, Insurance and real estate etc. Acquisition and handling a group of HNI (High Net Worth Exclusive) and UHNIs Clients. Responsible for selling various Third-Party Products. Must have had prior experience of sourcing ...

Our key client is hiring for Relationship Manager. Industry: Banking and Financial Services Products/ Services: Lockers, Deposits, General and Life Insurance, Mutual Funds Experience: Minimum of 1 year experience in Financial Product & Service sales    JOB DESCRIPTION Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure ...

Acquire, manage, and grow a portfolio of high-net-worth individual (HNI) clients Provide comprehensive wealth management solutions across investment products Advise clients on mutual funds, PMS, AIFs, insurance, bonds, and structured products Build long-term client relationships and ensure high levels of client satisfaction Drive revenue through client acquisition, cross-selling, and portfolio expansion Conduct regular portfolio reviews ...

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 ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share.  Identifying prospective clients & ...

Description: We have an urgent opening for the position of  Senior  Manager for a reputed company at the Ghatkopar location. Responsibilities: Revenue Management: Responsible for ensuring the revenue targets through Online and digital marketing is achieved, shared responsibility of overall MF revenue targets Responsible for analyzing internal and external trends in the Mutual Funds industry & provide recommendations. ...

Position:       Accounts Executive Location:      Goregaon - Mumbai Experience:  4  - 7 Years Responsibilities: Handling day-to-day accounting and bookkeeping activities. Managing Accounts Payable and Accounts Receivable. Bank reconciliations and cash flow monitoring. Preparation and filing of GST returns and ensuring GST compliance. Assisting in Income Tax matters and coordinating with tax consultants. Preparation of MIS reports ...

Role Overview This role is a hybrid of marketing execution and financial content creation. You will contribute to campaigns, events, and digital engagement while also producing high-quality financial content for brand building, thought leadership, and client education.It’s ideal for someone who is both creative and finance-savvy, with strong communication skills and ...

Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs. Enable and influence branch teams to cross sell the investment products Joint meetings with HNI customers of branch teams Help branch team achieve their cross sell targets. Periodic review of client’s portfolio to ensure that they are in line with ...

Job Description – Sales Manager We are hiring motivated and professional candidates for the role of Sales Manager. Key Responsibilities Generate sales and achieve business targets Build and maintain client relationships Promote financial products and services Handle client queries and sales coordination Eligibility Criteria Freshers Graduate preferred (Commerce, Economics, BBA) Good communication and sales skills MBA Freshers MBA completed or pursuing with ...