Mutual Fund Manager
2 weeks ago
- To up sell MF products to Retail/HNI/ Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
- Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships.
- Profiling customers and provide financial products to meet customer needs
- Ensuring the highest levels of service to the client /HNI/ Wealth customers
- Providing Investment planning and advice
- Achieving sales and revenue targets spread across product mix
- One point contact for the assigned customer
- Acquisition & Servicing of HNI/UHNI customers.
- Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.
Note:- WE are looking for BFSI Segment who have experience in Mutual Fund . Handling HNI Clients.
CTC 11 - 12lac
AGE - 24 - 36 Maximum
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Pune, India Avani Consulting Full time**Roles and Responsibilities** - To promote all the product line of Mutual Fund - To up sell Mutual Fund products to Retail/HNI Clients - To generate fresh leads and acquire clients through reference to shore up the clientele - To achieve sales and revenue targets spread across product mix - To achieve the business targets assigned in terms of up selling...
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Mutual Fund Representative
3 days ago
Pune, Maharashtra, India CAPITAL MARKET Full timeA BACKOFFICE CANDIDATE REQUIRED FOR MUTUAL FUND OFFFICE. EXPERIENCE SHOULD BE 1-2 YEARS IN SECURITY MARKET. **Salary**: ₹25,000.00 - ₹30,000.00 per month **Benefits**: - Health insurance Schedule: - Day shift Supplemental pay types: - Performance bonus **Experience**: - total work: 1 year (preferred) Work Location: In person
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Business Manager
3 weeks ago
Pune, Maharashtra, India Fintech Blue Solutions Full timeJob Requirements Job Title: Business Manager - Mutual Fund Sales at Fintech Blue Solutions, Pune, Maharashtra.Company Name: Fintech Blue SolutionsLocation: Pune, Maharashtra.Salary: INR 3 - 6 Lacs P.A.Employment Type: Full Time, PermanentJob Description:Are you ready to take your career to the next level in the exciting world of Mutual Fund Sales? Join us at...
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Wealth Manager/Relationship Manager
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Business Manager
4 weeks ago
Pune, India Fintech Blue Solutions Full timeJob Requirements Job Title: Business Manager - Mutual Fund Sales at Fintech Blue Solutions, Pune, Maharashtra.Company Name: Fintech Blue SolutionsLocation: Pune, Maharashtra.Salary: INR 3 - 6 Lacs P.A.Employment Type: Full Time, PermanentJob Description:Are you ready to take your career to the next level in the exciting world of Mutual Fund Sales? Join us at...
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Business Manager
3 weeks ago
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Customer Service
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Manager - Partnership & Alliances
3 weeks ago
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6 days ago
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6 days ago
Pune, India Waytogo Consultants Full timeJob Type: Full TimeRole: ExperiencedMin Salary: 7 LakhMax Salary: 16 LakhExperience: 4 to 12 YearsLocality: PuneEligibility: GraduationCompany: Leading Asset Management CompanyThe Mutual Fund Relationship Manager plays a pivotal role in building and nurturing relationships with clients, providing personalized investment advice, and promoting mutual fund...
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