264 Job openings found

Product Manager – CMS, Wholesale Banking   Transaction Banking  Group Cash Management Services Location Mumbai Number of Positions 1 Reporting Relationships VP Position Grade DVP   Global Transaction Services Group is the Product & Product Sales function that provides product expertise to the various segments of Kotak Bank, spanning Consumer Bank, Commercial Bank and Wholesale Banking divisions. Products range from to cash management ...

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: Stock Market DealerLocation: Royal Trade Centre, opposite Star Bazaar, Adajan, Surat.Experience: 0.6+ years Job Description Summary:- A stock market dealer has to buy, sell and give advice on investment and financial instruments, such as stocks, bonds, commodities and mutual funds. Dealing on behalf of clients. Update client for order and trade on recorded line ...

  RELATIONSHIP  MANAGER Location : Kolkata, Ranchi, Mumbai, Jamsedpur Requirements: Should have Geographical Knowledge of West Bengal   Good communication Skills ( English , Hindi )    Open to travel across WB Recruitment of Advisors ( ARN & Non-ARN) & also have a client base Qualification - Any Graduation and NISM - VA ( AMFI ) certified CTC – 4 – 5 ...

Required Qualification MBA (Finance/Marketing) M.Com, B.Com, BBA or such other commerce graduate with strong and relevant experience in the subject matter Required Experience Not less than 2–5 years Location: Ahmedabad Required Minimum Computer Skills Microsoft Office applications (Word, Excel, PowerPoint, Outlook) Beneficial Computer Skills MF Utility Software, Investwell Software or such other MF CRM Software and back office management ...