65 Job openings found

Relationship Manager – Retail SalesPosition 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 development of ...

Job Profile-  Equity Dealer. Job Purpose: Monitor and address HNI clients’ their Investment requirements, use financial acumen and investment expertise to review a client’s personal data, align clients’ need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term ...

Technical Skills: Strong knowledge of RBI and NHB guidelines related to NBFCs & HFCs. Hands-on experience in regulatory reporting tools & software (e.g., Finacle, SAS, or in-house regulatory reporting systems). Sound understanding of financial statements, ALM principles, capital adequacy, and prudential norms. Proficiency in Excel, SQL, and data analytics tools for managing large datasets. Behavioral ...

Role Details: Designation: Senior Manager- Digital Customer connect and Experience, OutboundRole type: Individual contributorDepartment: DigitalReporting to: AVP and Lead Digital Customer connect & ExperienceLocation: Mumbai HO Your Role (summary): This role will be responsible for 1. Establish out bound Customer connect for helping customers/ prospects and partners with out bound queries2. Implementing Digital customer service strategies to ...

Role Details:Designation: Senior Manager- Digital Customer connect  Experience, InboundRole type: Individual contributorDepartment: DigitalReporting to: AVP & Lead Digital Customer connect & ExperienceLocation: Mumbai HO Your Role (summary): This role will be responsible for1. Establish in bound Customer connect through calls, mails, messages and social media feeds for helping customers/ prospects and partners with in ...

Role Details: Designation: AVP and Lead Digital Customer connect ExperienceRole type: People ManagerDepartment: DigitalReporting to: Director and Head- DigitalLocation: Mumbai HO Your Role (summary): AVP and Lead Digital Customer connect and Experience This role will be responsible for 1. Establish Customer connect for helping customers with challenges faced for transactions or servicing their queries2. Developing and implementing Digital customer ...

    Job Overview:  The ideal candidate will be responsible for managing and growing relationships with high-net-worth individuals, clients, and institutional investors. You will be tasked with offering customized investment solutions, building strong client loyalty, and contributing to the growth of our mutual fund business.   Location: Mumbai, Maharashtra (Navi Mumbai) Department: Sales/Client Services Reports To: Executive ...

Roles & Responsibilities: 1) Financial Goal a. Revenue  IP Business Upfront Revenues - Insurance Business  30% of Mapped clients to be activated. Min. 10k revenue (Excluding. MF/FD/Bond) 2) Customer Goal a. Activation  Activation of Partners in Investment Product Business 3) Process Goal a. Process  40 connected interactions Per Day with min. 160 mins. Of talk ...

Roles & Responsibilities: 1) Financial Goal a. Revenue  IP Business Upfront Revenues - Insurance Business  30% of Mapped clients to be activated. Min. 10k revenue (Excluding. MF/FD/Bond) 2) Customer Goal a. Activation  Activation of Partners in Investment Product Business 3) Process Goal a. Process  40 connected interactions Per Day with min. 160 mins. Of talk ...

Roles & Responsibilities: Engage and recruit with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products Key Deliverables: Achieve given AUM and Revenue targets Maintain relationships with the existing ...