Mutual Fund Sales

Roles and ResponsibilitiesResponsibilities:To promote all the product line of Mutual FundTo up sell Mutual Fund products to Retail/HNI ClientsTo generate fresh leads and acquire clients through reference to shore up the clienteleTo achieve sales and revenue targets spread across product mixTo achieve the business targets assigned in terms of up selling...

Relationship Manager – Retail Sales Function: Sales Experience: 2 – 6 Years Qualifications: Graduate Responsibilities and Tasks: Handling National Distributors & Regional Distributors in assigned region. Build and Nurture relationships with Banking / IFAs / IVBL Channel & other channels as well Driving the distributors to sell...

Job descriptionBusiness:Securities Services - Transfer AgencyOpen positions:1Role Title:Fund Administrator (INTERN)Global Career Band:8Location _(Country / City )_**:India/KolkataRecruiter Name :Archana SharmaWhy join us? Securities Services provides an extensive and comprehensive Global Distribution Support and Transfer Agency (GDTA) product suite,...

Job Description: Job title: - Branch Banking Sales Manager - Bancassurancejobs Department: Sales and Business Development - Corporate Agency Job Description : Managing the life insurance sales through assigned Bank Branches.- Handling a team of on-roll managers.- Handle Different branches- Coordinating between Bank and company from Lead generation to...

Job descriptionBusiness:Securities Services, GBM Service CentreOpen positions:1Role Title: Fund Administrator - Valuation & Reporting AsiaGlobal Career Band:8Location _(Country / City )_**:India/KolkataRecruiter Name: Srinivasan SWhy join us? Valuation and Reporting team is an integral part of the Funds services business under Securities Services. The...

Job descriptionBusiness:Securities Services, GBM Service CentreOpen positions:1Role Title: Fund Administrator - Valuation & Reporting AsiaGlobal Career Band:8Location _(Country / City )_**:India/ KolkataRecruiter Name: Archana SharmaWhy join us? Valuation and Reporting team is an integral part of the Funds services business under Securities Services. The...

Job Description 1-2 yrs work exp as a Sales Executive or roles in Insurance sector Good comprehension of insurance plans including general and life insurance, SIP, Mutual Fund and other financial products. Ability to manage and sale multiple products effectively Industry Insurance Functional Area Sales, Retail, Business Development Job...

Job descriptionBusiness: Markets and Securities Services, Traditional NAVOpen positions:1Role Title:Fund AdministratorGlobal Career Band:8Location:KolkataRecruiter Name:Archana SharmaWhy join us?The traditional A&V team has daily, monthly, and weekly NAV valuations with stringent timelines. The team is responsible for performing capital activity bookings,...

Job descriptionBusiness:Markets and Securities Services, Traditional NAVOpen positions:1Role Title:Fund AdministratorGlobal Career Band:8Location:KolkataRecruiter Name:S, SrinivasanWhy join us? The traditional A&V team has daily, monthly and weekly NAV valuations with stringent timelines. The team is responsible for performing capital activity bookings,...

Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Global Asset...

Urgently required Candidates with the skills of MF marketing, Corporate presentation, Insurance marketing, Telle calling, customer relationship management, Description:Initiate and Maintain personal contact with existing clients.Generate sales through corporate meeting arrange & tele callingProvide Information about MF schemes & promote MF Schemes.Provide...

Opening: 1 Nos Job ID:Employment Type:Full Time- Reference:Work Experience: 1.0 Year(s)To 2.0 Year(s)- CTC Salary: 2.00 LPA TO 2.40 LPA- Function: Sales / BD- Industry: Insurance- Location: KolkataPosted On: 10th Mar, 2023**?Developing and implementing marketing campaigns to promote insurance products to prospective Client.Engaging with the community via...

From 1 to 6 year(s) of experience- ₹ Not Disclosed by Recruiter KolkataRoles and Responsibilities Contact potential or existing Clients to inform them about service. Answer questions about services or the company. Ask questions to understand customer requirements and close sales. Direct prospects to the field sales team when needed. Enter and update...

About our client: Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity, debt, currency, commodity and derivatives markets, as well as in wealth management, insurance, mutual funds and portfolio management...

Designation:Channel ManagerVertical:Partner AllianceLocation:Mumbai/ Pune/ Bangalore/ Kolkata/ Hyderabad/ Lucknow/ Ahmedabad/ Indore/ BhubaneshwarKey Responsibilities:Acquisition of Franchisee, DIGI partners & Remisier.Generating business from these partners.Build rapport with these Partners & help them on-board their clients across products.Conduct training...

Designation:Business Development ManagerVertical:Partner AllianceLocation:Lucknow/ Hyderabad/ Mumbai/ Pune/ Kolkata/ Lucknow/ Bangalore/ Ahmedabad/ IndoreKey Responsibilities:Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier.Build rapport with these Partners & help them on-board their clients across products.Conduct training of...

Designation: Business Development ManagerVertical: Partner AllianceLocation: Lucknow/ Hyderabad/ Mumbai/ Pune/ Kolkata/ Lucknow/ Bangalore/ Ahmedabad/ IndoreKey Responsibilities:Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier.Build rapport with these Partners & help them on-board their clients across products.Conduct training of...

Designation: Channel ManagerVertical: Partner AllianceLocation: Mumbai/ Pune/ Bangalore/ Kolkata/ Hyderabad/ Lucknow/ Ahmedabad/ Indore/ BhubaneshwarKey Responsibilities:Acquisition of Franchisee, DIGI partners & Remisier.Generating business from these partners.Build rapport with these Partners & help them on-board their clients across products.Conduct...

Designation: Business Development Manager Vertical: Partner Alliance Location: Lucknow/ Hyderabad/ Mumbai/ Pune/ Kolkata/ Lucknow/ Bangalore/ Ahmedabad/ Indore Key Responsibilities: Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. Build rapport with these Partners & help them on-board their clients across products. Conduct...

Designation: Channel Manager Vertical: Partner Alliance Location: Mumbai/ Pune/ Bangalore/ Kolkata/ Hyderabad/ Lucknow/ Ahmedabad/ Indore/ Bhubaneshwar Key Responsibilities: Acquisition of Franchisee, DIGI partners & Remisier. Generating business from these partners. Build rapport with these Partners & help them on-board their clients across products....