422 Job openings found

Research backed tactical calls on specific themes, sector and fund concepts with the Mutual Funds space. Pivotal role in tracking the performance of Equity & Hybrid Mutual Fund Proven ability in conducting webinars on different MF topics for clients   Deftly developed a presentation for Investor Education program, Market review, Internal Performance Review, ...

 POSITION: Relationship Manager – Retail SalesReports to (Position): Channel Head/Cluster Head/Zonal Head – Retail SalesPosition Purpose: Working with distributors across assigned channels to achieve continuous and sustainedsubscription 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 ...

Candidate will be responsible for managing and advising on a variety of mutualfunds, monitoring market trends, .The ideal candidate has extensive experience with financial planning, investmentstrategies, conducting market research, preparing investment reports, assistingin creating investment strategies, facilitating transactions and risk management.They are typically tasked with financial analysis, forecasting, and assisting ...

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 ...

Job Description for Deputy Manager - Client ServicesKey Responsibilities: Acceptance and scrutiny of financial and non-financial transaction over the counter. Addressing queries of walk-in investors and distributors. Time-stamping applications and ensuring necessary system entries and dispatch to RTA local branch Coordinate with RTA branches which are part of the corresponding Zone and ...

Relationship Manager – Retail Sales (All Channels)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 in sales through initiatives targeted at long term ...

Deal with the HNI clients and sell ULIP products Recruit and train distributors - Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business Attend joint field work and help the distributors whenever needed No need for IRDA or Mutual Fund exam. Direct empanelment.

Deal with the HNI clients and sell ULIP products Recruit and train distributors - Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business Attend joint field work and help the distributors whenever needed No need for IRDA or Mutual Fund exam. Direct empanelment.

Relationship Manager – Retail Sales (All Channels)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 in sales through initiatives targeted at long term ...

Relationship Manager – Retail Sales (All Channels)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 in sales through initiatives targeted at long term ...