150 Job openings found

POSITION: Relationship Mgr-Retail Sales  - Hyderabad Reports to (Position): Channel Head/Cluster Head/Zonal Head – Retail Sales Position Purpose: Working with distributors across assigned channels to achieve continuous and sustained subscription to organization’s funds. Ensuring adequate mix of product sales to achieve setsales targets. Principal Accountability: Generating Business  Contribute to sustained growth in sales through initiatives targeted at long term development ...

Employment Type: Full Time, Permanent   Job Description: 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 ...

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 ...

Key Responsibilities: Respond to client queries via phone, email, chat, or social media in a timely and professional manner. Provide accurate and relevant information about mutual fund products. Research and resolve issues related to transactions, accounts, statements, NAVs, dividends, tax implications, etc. Coordinate with internal and external stakeholders, such as fund houses, registrars, banks, ...

Job Description (JD) – Equity Dealer (Mutual Fund)Position : Equity Dealer – Mutual Fund OperationsEmployment TypeFull-TimeRole SummaryWe are looking for an experienced and detail-oriented Equity Dealer to execute equity and related market transactions for mutual fund schemes in line with investment strategies, regulatory guidelines, and internal risk policies. The candidate ...

Job Title Quality Analyst – VRM (Outbound Processes) Role Summary The Quality Analyst (QA) will monitor and evaluate outbound VRM (Virtual Relationship Manager) interactions to ensure compliance, proper financial advisory, and superior customer experience. The role focuses on identifying performance gaps, reducing risk, and coaching agents to optimize conversion and service quality. Key Responsibilities Call ...

Role Details: Designation: DM- Digital Customer Connect & Experience, OutboundRole type: Wealth Associate Department: DigitalReporting to: Deputy Manager / Senior Manager - Digital Customer Connect & ExperienceLocation: Mumbai HO Your Role (summary): 1) This role will be responsible for2) Engage existing customers through outbound calls driven by service triggers, lifecycle events, and digital activity. 3) Drive ...

Role Details: Designation: Executive- Digital Customer Connect & Experience, OutboundRole type: Wealth Associate Department: DigitalReporting to: Deputy Manager / Senior Manager - Digital Customer Connect & ExperienceLocation: Mumbai HO Your Role (summary): 1) This role will be responsible for2) Engage existing customers through outbound calls driven by service triggers, lifecycle events, and digital activity. 3) Drive ...

The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory. Manage a portfolio of affluent / HNI customers Deepen relationships and increase wallet share Ensure high-quality client engagement & retention Promote and sell: Mutual Funds Insurance (Life & General) PMS / AIF ...

The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory. Manage a portfolio of affluent / HNI customers Deepen relationships and increase wallet share Ensure high-quality client engagement & retention Promote and sell: Mutual Funds Insurance (Life & General) PMS / AIF ...