1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
1.44 LPA TO 1.80 LPA
Position Overview:
The Insurance and Mutual Fund Back Office Specialist plays a crucial role in supporting the operational and administrative functions of an insurance and mutual fund company. This role involves managing and processing various financial transactions, ensuring accuracy and compliance with regulations, and providing excellent customer service to clients and ...
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
6.00 LPA TO 6.00 LPA
POSITION: Deputy Manager – Customer Service
Reports to (Position): Manager – Customer Service
Position Purpose:
Managing branch operations and customer service. Being the liaison to the RTA and Sales Team for the location / zone.
Principal Accountabilities :
Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensuring timely submission to local RTA branch and reporting of the same ...
1 Opening(s)
4.0 Year(s) To 10.0 Year(s)
4.00 LPA TO 9.00 LPA
Min 4-5 years of experience for Mutual Funds Products & Third Party Product in Capital Market
Responsible to innovate product offering in Mutual Fund & Primary Market segment
Should have understanding of Mutual Fund product offering & regulations in MF industry
Able to identify the gap / opportunity in Mutual Fund segment.
Coordination with ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 15.00 LPA
We have an urgent opening for Sr. Manager Sales for a reputed Finance Company Prudent Bull Pvt. Ltd for Kharghar location.
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.
Qualification: Graduate/Mba
Gender: Male/Female.
Candidate Profile:
Experience in Private Banking
Wealth Management
Asset Managemebnt
Presentable
Self confident
Should ...
1 Opening(s)
10.0 Year(s) To 15.0 Year(s)
12.00 LPA TO 12.00 LPA
Role Overview:We’re seeking a highly skilled and experienced professional to lead our mutual fund research function,delivering actionable insights and recommendations to support our distributors, clients, and internalteams. This role involves in-depth fund analysis, performance tracking, market monitoring, andcontributing to product evaluation and education.Key Responsibilities:● Conduct in-depth research and due diligence ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
Description:
Key Responsibilities:
Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
Upsell and cross-sell mutual fund products ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.50 LPA TO 5.00 LPA
Key Responsibilities:
Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
Upsell and cross-sell mutual fund products ...
3 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.50 LPA TO 5.00 LPA
Key Responsibilities:
Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
Upsell and cross-sell mutual fund products ...
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 5.00 LPA
Industry: Financial Services (Mutual Fund Distribution)Department: Marketing
Job Summary:We are seeking a results-driven Digital Marketing Executive with a passion for financial services to support our mutual fund distribution business. The ideal candidate will assist in planning, executing, and optimizing digital campaigns aimed at increasing investor awareness, lead generation, and client engagement. ...
1 Opening(s)
15.0 Year(s) To 20.0 Year(s)
35.00 LPA TO 35.00 LPA
Role Details:
Designation: VP Digital Sales LeadRole type: People ManagerDepartment: DigitalReporting to: Director AND Head- DigitalLocation: Mumbai HO
Your Role (summary): Lead Digital Sales and Business Development This role will be responsible for
1. Focus on Digital Sales growth in the form of new SIP, New Customer Acquisition, AUM and related KPIs2. Drive all the ...