Current jobs related to Rm Mutual Fund Ultra Hni Client Handling(Amc) - Ludhiana, Punjab - Avani Consulting

  • Rm Mutual Fund Ultra Hni Client Handling(Amc)

    3 months ago

    Ludhiana, India Avani Consulting Full time

    **Role & responsibilities** Ultra HNI RM- Customer Engagement. - To up sell AMC MF products to 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 AMC Products, enhancing and upgrading the Client Net worth relationships. -...

  • Associate- Branch Operations

    3 days ago

    Ludhiana, India Bandhan AMC Ltd. Full time

    About the Company:Bandhan AMC Ltd. is a leading player in the financial services industry providing a wide range of investment products and services to clients. With a strong focus on customer satisfaction and a commitment to excellence Bandhan AMC Ltd. is dedicated to helping individuals and organizations achieve their financial goals. Purpose of the...

  • Rms Executive

    3 months ago

    Ludhiana, India FINDOC INVESTMART PVT. LTD. Full time

    **RMS Executive** **_1_** **Responsibilities**: **Key Responsibilities**: - Analyze and evaluate the potential risks associated with stock market investments - Handling Live RMS rejection and live limit - Develop and implement risk management strategies for the clients - Monitor and report on market trends and provide recommendations for risk mitigation -...

  • Assistant Manager- All Mutual Fund- Ludhiana

    16 hours ago

    Ludhiana, India MutualFundJobs.in Full time

    Apply Assistant Manager- All Mutual Fund, MutualFundJobs.in in Ludhiana ,Mansa ,Moga for 7 - 9 year of Experience on TimesJobs.com

  • Client Support Executive

    4 months ago

    Civil Lines, Ludhiana, Punjab, India PA Wealth Pvt Ltd Full time

    The Client Support Executive is responsible for providing customer service and support to clients in the mutual fund or in the Stocks. This role involves addressing client inquiries, resolving issues, and ensuring clients have a thorough understanding of the firm’s mutual fund products and Stocks services. Client Support Executive is to ensure client...

  • Store Keeper

    3 months ago

    Ludhiana, India Chocovic Full time

    All Type Raw material Receiving and issuance control. *Raw material Transferring and Dispatch control. *Vehicle Loading/unloading control (RM/FG/Store). *Raw material/F.G/Store all type material Receiving/ issuance in system update. *Looked at the dispatch billing (RM/FG/Store). *Supervised the Raw Material and Completed Product handling. *All type...

  • Warehouse Supervisor

    4 months ago

    Ludhiana, India Chocovic Full time

    All Type Raw material Receiving and issuance control. *Raw material Transferring and Dispatch control. *Vehicle Loading/unloading control (RM/FG/Store). *Raw material/F.G/Store all type material Receiving/ issuance in system update. *Looked at the dispatch billing (RM/FG/Store). *Supervised the Raw Material and Completed Product handling. *All type...

  • Prm and Pb

    3 months ago

    Ludhiana, India Corponizers Full time

    Job Title: Preferred Relationship Manager (Banking Sector/Sales Manager) Location - Gujarat Experience - 5 to 6years Salary - 10LPA Role - Preferred Relationship Manager. Type - Full Time, Permanent Education - Graduation/Post Graduation/MBA Travel Required: Moderate. **Attractive Incentive is their** Roles and Responsibilities - Responsible for including...

  • Client Relationship Executive

    5 months ago

    Ludhiana, Punjab, India PA Wealth Full time

    where learning meets growth, offering exciting opportunities for professional development and financial success. Specialisation:Sales & marketing of Investment services, Leads conversion Requisite qualification/knowledge:MBA ( Marketing & Finance) or equivalent **Reasons to Join PA Wealth** - Enthusiastic about making career in Stocks, Mutual Funds &...

  • Sales and Marketing Executive

    4 months ago

    Ludhiana, India Ultra solutions Full time

    Find new business opportunities and customers Contact potential customers to showcase company services Develop relationships with existing customers and keep in touch with them. Maintain client relations. Excellent interpersonal skills. selling and promoting products to both existing and potential clients. **Job Types**: Full-time,...

  • Operations Executive

    3 months ago

    Ludhiana, Punjab, India PA Wealth Pvt Ltd Full time

    The **Operations Executive** plays a crucial role in overseeing and managing day-to-day operational activities within an organization. Managing the Mutual Fund Distributor's back-office activities, including handling documents for investment products such as mutual funds and other financial products. Making profiles of Investors and punching timely Online...

  • Back Office Executive

    3 months ago

    Ludhiana, Punjab, India NJ HRNest Full time

    **Primary Role** - 1. E-Wealth Account Opening, - 2. Client Transactions and Reports - 3. Client Query Resolutions - 4. Operational Query Handling and helping RMs in their operational query resolutions. Pay: ₹10,000.00 - ₹15,000.00 per month Schedule: - Day shift - Monday to Friday Supplemental pay types: - Performance bonus Work Location: In...

  • Qc Executive, Ludhiana

    4 months ago

    Ludhiana, Punjab, India NMP Manufacturing Ltd. Full time

    Opportunity with **NPL BlueSky Automotive Ltd.** a Nandan Group Company for Adblue (Diesel Exhaust Fluid - DEF) business as a **QC Executive** who will be based in our plant at **Ludhiana**. **ABOUT COMPANY**: NPL BlueSky Automotive is a Technical Joint Venture formed between Nandan Petrochem Ltd. (NPL) and Kruse Group of Germany to manufacture and market...

  • Senior Relationship Manager

    7 days ago

    Ludhiana, India HDFC securities Ltd Full time

    Job DescriptionResponsibilities-Execution of trade orders on behalf of clients, If Client is unable to trade online.Building relationships with clients & educating them about Investments.Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc).Client meetings and bank branch visits as per goal sheet.Qualifications &...

  • Sales Representative

    3 months ago

    Ludhiana, India Rana Material Handling Equipments Pvt Ltd. Full time

    **Job description** **Full Job Description** - Cold Calling and Mailing to Sell the product. - Customer Handling. - Promotion and Branding of the Company & Product. - Daily Reporting to your Senior. - Required Good communication Skills. - Must have Marketing Skills. - Lead Generation. **Job Types**: Full-time, Regular / Permanent, Fresher **Job Types**:...

  • Relationship Officer

    3 months ago

    Ludhiana, India Mintskill HR Solutions Full time

    Job Information Industry - BankingWork Experience - 1-3 yearsSalary - Upto 5.50 Lac Per AnnumCity - LudhianaState/Province - PunjabCountry - IndiaZip/Postal Code - 141001- To Handle portfolio of HNI customers of bank and cross sell various products according to clients need. - Liability Product selling, education on product features - Acquire new customers...

  • Senior Relationship Manager

    7 days ago

    ludhiana, India HDFC securities Ltd Full time

    Job DescriptionResponsibilities -Execution of trade orders on behalf of clients, If Client is unable to trade online.Building relationships with clients & educating them about Investments.Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc).Client meetings and bank branch visits as per goal sheet.Qualifications...

  • Qc Executive, Ludhiana

    2 weeks ago

    Ludhiana, Punjab, India NMP Manufacturing Ltd. Full time

    Opportunity with **NPL BlueSky Automotive Ltd.** a Nandan Group Company for Adblue (Diesel Exhaust Fluid - DEF) business as a **QC Executive** who will be based in our plant at **Ludhiana**. **ABOUT COMPANY**: NPL BlueSky Automotive is a Technical Joint Venture formed between Nandan Petrochem Ltd. (NPL) and Kruse Group of Germany to manufacture and market...

  • Operation Executive

    4 months ago

    Civil Lines, Ludhiana, Punjab, India PA Wealth Pvt Ltd Full time

    The Operations Executive plays a crucial role in overseeing and managing day-to-day operational activities within an organization. Managing the Mutual Fund Distributor's back-office activities, including handling documents for investment products such as mutual funds and other financial products. Making profiles of Investors and punching timely Online...

  • Senior Relationship Manager

    3 days ago

    ludhiana, India HDFC securities Ltd Full time

    Job Description Responsibilities - Execution of trade orders on behalf of clients, If Client is unable to trade online. Building relationships with clients & educating them about Investments. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc). Client meetings and bank branch visits as per goal sheet. ...

Rm Mutual Fund Ultra Hni Client Handling(Amc)

3 months ago

Ludhiana, Punjab, India Avani Consulting Full time

Role & responsibilities
Ultra HNI RM- Customer Engagement.

  • To up sell AMC MF products to 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 AMC
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.
Retail/HNI Clients, with in depth knowledge of Mutual Funds

NISM Certified

  • Role:_Sales Head (B2C)
  • Salary:_ Lacs P.A.
  • Industry:_Investment Banking / Venture Capital / Private Equity
  • Functional Area_Sales & Business Development
  • Role Category_Retail & B2C Sales
  • Employment Type:_Full Time, Permanent
  • Key Skills
  • Mutual Funds Sales
  • NISMmfHNI Client Handling
  • Skills highlighted with '' are preferred keyskills
Education

  • UG:_Any Graduate

Company Profile:

Avani Consulting

Leading Asset Management Company.