Mutual Fund Relationship Manager
4 weeks ago
- Retail/HNI 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 Mutual Fund 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 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.
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Manager Retail Sales
1 week ago
Mumbai, India Axis Mutual Fund Full timeJOB DESCRIPTION JOB TITLE Channel Manager Report to Channel Head/ State Head No of Direct reportees Nil Department Retail Sales Position Grade Range Manager/Senior Manager (May vary based on experience) JOB PU JOB PURPOJOB PURPOSE: The incumbent will be responsible for mobilizing the funds through the IFA’s. JOB ROLE : The incumbent will be...
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Circle Manager Retail Sales
4 weeks ago
mumbai, India Axis Mutual Fund Full timeJOB DESCRIPTIONJOB TITLE Channel Manager Report to Channel Head/ State Head No of Direct reportees Nil Department Retail Sales Position Grade Range Manager/Senior Manager (May vary based on experience)JOB PU JOB PURPOJOB PURPOSE: The incumbent will be responsible for mobilizing the funds through the IFA’s.JOB ROLE : The incumbent will be...
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Circle Manager Retail Sales
1 month ago
Mumbai, India Axis Mutual Fund Full timeJOB DESCRIPTION JOB TITLE Channel Manager Report to Channel Head/ State Head No of Direct reportees Nil Department Retail Sales Position Grade Range Manager/Senior Manager (May vary based on experience) JOB PU JOB PURPOJOB PURPOSE: The incumbent will be responsible for mobilizing the funds through the IFA’s.JOB ROLE : The incumbent will be...
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Circle Manager Retail Sales
1 month ago
Mumbai, India Axis Mutual Fund Full timeJOB DESCRIPTION JOB TITLE Channel Manager Report to Channel Head/ State Head No of Direct reportees Nil Department Retail Sales Position Grade Range Manager/Senior Manager (May vary based on experience) JOB PU JOB PURPOJOB PURPOSE: The incumbent will be responsible for mobilizing the funds through the IFA’s.JOB ROLE : The incumbent will be...
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Circle Manager Retail Sales
1 month ago
mumbai, India Axis Mutual Fund Full timeJOB DESCRIPTION JOB TITLE Channel Manager Report to Channel Head/ State Head No of Direct reportees Nil Department Retail Sales Position Grade Range Manager/Senior Manager (May vary based on experience) JOB PU JOB PURPOJOB PURPOSE: The incumbent will be responsible for mobilizing the funds through the IFA’s. JOB ROLE : The incumbent will be...
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Mutual Fund Advisor
2 weeks ago
mumbai, India Talent Corner Full timeRoles and Responsibilities Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile Should have 1 to 2 year of experience,...
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Mutual Fund Advisor
2 months ago
Mumbai, India Talent Corner Full timeRoles and Responsibilities Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile Should have 1 to 2 year of experience, Candidate...
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Mutual Fund Executive
1 month ago
Mulund, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full timeWe have an excellent opportunity for the profile Mutual Fund Executive **Qualification**: Graduate Experience : Proven experience 1-2year in the mutual fund industry, with a strong understanding of different fund types, investment strategies, and risk management practices. **Location**: Mumbai (Mulund) Excel Data Analysis: Utilize advanced Excel...
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Mutual Fund Operation
1 month ago
Dadar, Mumbai, Maharashtra, India DreamsAI Innovation Pvt. Ltd. Full time**Overview**: As a Mutual Fund Operations, your primary responsibility is to oversee the operational aspects of mutual funds, ensuring smooth functioning and compliance with regulations. You will handle various tasks related to trade processing, reconciliations, compliance checks, and client services. Your role is critical in maintaining the integrity and...
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Mutual Fund Product Manager
5 days ago
mumbai, India Arin Consultancy Private Limited Full timeWe are seeking an experienced and knowledgeable individual to join our team as a Mutual Fund Product Manager. This role requires a minimum of 4 to 5 years of experience within the mutual fund sector. If you have a passion for financial products, a deep understanding of mutual funds, and a proven track record in product management, we would love to hear from...
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Product Manager-Mutual Fund
2 months ago
Mumbai, India IDFC FIRST Bank Full timeRole/Job Title: Product Manager- Mutual Fund Function/Department: Wealth, Retail Liabilities. Job Purpose: This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building financial planning models. Roles & Responsibilities: Onboarding of new products...
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Product Manager-Mutual Fund
2 months ago
mumbai, India IDFC FIRST Bank Full timeRole/Job Title: Product Manager- Mutual Fund Function/Department: Wealth, Retail Liabilities. Job Purpose: This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building financial planning models. Roles & Responsibilities: Onboarding of new...
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Mutual Funds Sales
1 month ago
Andheri, Mumbai, Maharashtra, India Quantsapp Private Limited Full time**About QUANTSAPP** Quantsapp is India's largest Options Analytics platform with more than 1.5 Mn active users. We are expanding our service offering in Quant Analytics to Wealth products which makes us the only player in the market to offer Quant or Machine based analytics. The core team have over 20 years of experience in Stock Markets in major roles...
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Mutual Fund Relationship Manager
4 weeks ago
Mumbai, India Waytogo Consultants Full timeRetail/HNI 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 Mutual Fund Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needs.Ensuring the highest...
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Mutual Fund Relationship Manager
4 weeks ago
mumbai, India Waytogo Consultants Full timeRetail/HNI 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 Mutual Fund Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs. Ensuring the highest...
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Rm-mutual Funds
1 month ago
Mumbai, India Abacus Consultants Full time**6 - 8 years**: **Any Graduate | MBA/PGDM**: **Mf**: **11 lkh ~ 12 lkh**: Job Role - RM-Mutual Funds - CCM Work Experience: - Should have handled MF / AMC’s / companies. Hand on experience of 4-5 years in mutual Fund industry is required. - Need to full understanding of MF fund industry working and settlements from banking operations perspective. -...
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Equity Dealer
1 month ago
Mumbai, Maharashtra, India Arin Consultancy Full timeFinance Mumbai _Mumbai_ March 4, 2024 - March 5, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Mumbai - **Required Education **Graduate/ Post Graduate - **Course Type **Full Time - **Min Required Experience (Years) **5 - **Max Required Experience (Years) **10 Talent Profile - Dealer - MF Location : Mumbai Position Grade : Senior...
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Mutual Fund Operations
1 month ago
Andheri, Mumbai, Maharashtra, India Asit C Mehta Investment Interrmediates Full time**Job ID**: Mutual Fund Operations **Role**: Mutual Fund Operations **Department**: Mutual Fund Distribution **Location**: Andheri East, Mumbai, Maharashtra **Designation**: Executive to Associate Manager **Reporting structure for the position**: Head - Mutual Fund Distribution **No of Position Vacant**: 1 - Handling bidding process of IPO/NCD/Bonds -...
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Mutual Funds Sales
2 weeks ago
mumbai, India Anand Rathi Share and Stock Brokers Ltd Full timeTitle: Mutual Fund Sales and Business Development – AVP / Senior Manager- Experience of driving Mutual Fund Sales and AUM growth through Branch, Sub Broker, Franchisee and IFA Networks.- Business Strategy to increase MF Business through SIPs and new AUM- Having up-to-date Product information on Mutual Funds. Research driven product selection and advisory...
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Mutual Funds Sales
2 weeks ago
Mumbai, India Anand Rathi Share and Stock Brokers Ltd Full timeTitle: Mutual Fund Sales and Business Development – AVP / Senior Manager - Experience of driving Mutual Fund Sales and AUM growth through Branch, Sub Broker, Franchisee and IFA Networks.- Business Strategy to increase MF Business through SIPs and new AUM- Having up-to-date Product information on Mutual Funds. Research driven product selection and advisory...