SBI Mutual Fund

SALARY: 7 to 8 lakhsLOCATION:DelhiVACANCIES: 1QUALIFICATION:Any GraduateMALE/FEMALE:Male/ FemaleEXPERIENCE: 2 to 5 yearsJOB DETAILSCandidate will be responsible for Wealth Management Advisory.Candidate will be responsible for selling products like Mutual Funds - Equities/Debt, PMS, Bonds, FDs, Structured products- Ambit Alpha, Retail Asset etc.Provide...

Job Responsibility: To identify and acquire the customers.Maintaining the relationship with the customers.Retention of customersCross-sell the investment party productsAcquiring new and prospective customers Understanding the requirements of the prospect.Providing clients with advices that help them to sort out their problems in investment. Ensuring future...

Job Responsibilities: Acquisitions of New Clients for Demat account opening.Planning business development strategy for multiple financial products which includes Share market, Mutual Funds and insurance.Making sound marketing strategies for client acquisition and retention.Ensuring client satisfaction by building good relationship with clients.Active...

About the internship:Selected intern's day-to-day responsibilities include:1. Analyze portfolio performance of the existing clients. Create portfolio for prospective clients based on risk-appetite and investment objective2. Work on financial stock advisory for clients (insights into future investments)3. Work on projects related to mutual funds and the stock...

About the job:Key responsibilities: Manage and be a client relationship executiveManage branch sales operations & counsellingWork on presentation for clients and seminars >1. Those who are from or open to relocate to Delhi and neighboring cities Deadline: :59:59Skills required:Client RelationshipAbout Company:Established in 1964, Bajaj Capital Limited...

About the internship:Selected intern's day-to-day responsibilities include: 1. Acquire in-depth knowledge of a variety of financial products and services, including their benefits and potential risks2. Assist in developing financial plans that align with client's long-term financial goals3. Engage with potential clients to introduce our services, understand...

About the internship:Selected intern's day-to-day responsibilities include: 1. Acquire in-depth knowledge of a variety of financial products and services, including their benefits and potential risks2. Assist in developing financial plans that align with client's long-term financial goals3. Engage with potential clients to introduce our services, understand...

About the internship:Selected intern's day-to-day responsibilities include:1. To develop channel partner networks2. To develop new strategies/initiatives for lead generation/brand visibility3. To establish and maintain partner relationships for the purpose of generating maximum revenue from those accounts.4. To participate in a partner planning process that...

About the internship:Selected intern's day-to-day responsibilities include: 1. Meeting Prospects2. Pitching Our Business Solutions3. Closing the Business > Only those candidates can apply who: 1. are available for full time (in-office) internship 2. can start the internship between 29th Apr'24 and 3rd Jun'24 3. are available for duration of 2 months ...

About the internship:Selected intern's day-to-day responsibilities include: 1. Meeting Prospects2. Pitching Our Business Solutions3. Closing the Business > Only those candidates can apply who: 1. are available for full time (in-office) internship 2. can start the internship between 29th Apr'24 and 3rd Jun'24 3. are available for duration of 2 months ...

This position is responsible for managing SBI Wealth Counters, SBI Branches and RBOs for Nehru Place location. Candidate will be expected to manage SBI Wealth Counters, SBI Channel,SBI Region and Circle; and maximize sales by building new relationships and managing existing relationships.

We are seeking a highly passionate and skilled Mutual Fund professional to join our team. This role is ideal for a professional who is deeply enthusiastic about mutual funds and possesses a keen interest in developing mutual fund strategies, training, and guiding intermediaries in understanding mutual fund strategies and concepts. This role will be pivotal...

Responsible for Mutual Funds selection, propose recommendations after interactions with Fund houses on an on-going basis Detailed portfolio & strategy analysis of Mutual Funds, recommend from a forward-looking perspectivePreparing strategy notes along with reports on recommended funds Customized wealth management research activities like risk profiler, goal...

Job role Back office person in a mutual fund distributor firm Execute mutual fund transactions on behalf of clients. Fill Mutual Fund forms Handle the mutual fund softwares Verify Various Transactions and report Excel Entries Make transaction reports for mutual funds, etc. Pay: ₹15,000.00 - ₹25,000.00 per month Schedule: - Day shift - Fixed...

Responsible for Mutual Funds selection, propose recommendations after interactions with Fund houses on an on-going basisDetailed portfolio & strategy analysis of Mutual Funds, recommend from a forward-looking perspectivePreparing strategy notes along with reports on recommended funds Customized wealth management research activities like risk profiler, goal...

**Job Title: Tele Sales Executive (Mutual Funds)** **Job Summary**: We are seeking a dynamic and results-oriented Tele Sales Executive to join our mutual fund distribution office. - As a Tele Sales Executive, you will be responsible for contacting potential clients, explaining mutual fund investment opportunities and persuading them to invest in mutual fund...

CRISIL is hiring for Mutual Fund Research Analyst .Quantitative Research: Performance calculation, historical trends in performance across various categories of mutual fund (MF) / Analysis of Schemes, Fund Managers and Asset Management Companies (AMCs), pension or provident funds, based on performance, performance attribution and portfolio-based...

**We are urgently looking for Mutual Fund - Operation location based at Barakhamba Road, New Delhi** - Understanding of internal system. - Reconciliation of transactions between the exchange and back - Order placement into the exchange. - Updated with the regulator s norms. - Handling client queries / inspection queriLiaising with colleagues and other teams...

**We are urgently looking for Mutual Fund - Operation location based at Barakhamba Road, New Delhi** - Understanding of internal system. - Reconciliation of transactions between the exchange and back - Order placement into the exchange. - Updated with the regulator s norms. - Handling client queries / inspection queriLiaising with colleagues and other teams...

CRISIL is hiring for Manager - Investment Research Mutual Fund for Gurgaon .Functional Responsibility / Domain RelatedQuantitative Research: Analysis like performance calculation, historical trends in performance across various categories of mutual fund (MF) / Analysis of Schemes, Fund Managers and Asset Management Companies (AMCs), pension or provident...

To promote & upsell all MF products - To generate fresh leads and acquire clients through reference to shore up the clientele - To achieve sales & revenue targets spread across product mix - Ensuring the highest levels of service. **Salary**:INR upto 5,00,000 P.A.+ Incentives **Industry**:Banking / Financial Services / Broking **Functional...

Responsible for Existing clients' Mutual funds portfolios - Analysisng and Assisting them for SIP and lumpsum investment - Minimum Graduate - Good Communication skills required - Hard working and enthusiastic, willing to learn **Salary**: From ₹15,000.00 per month Schedule: - Fixed shift Supplemental pay types: - Commission pay Ability to...

To up sell MF products to 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 needsEnsuring...

This role focuses on channel partner development across MFDs, Wealthtech and other financial distributors. - Drive sales growth by developing and maintaining positive relationships with channel partners and distributors. - Meet or exceed sales targets by developing and implementing sales plans and prioritizing activities to ensure targets are met. - Maintain...

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...

Responsible for driving new business with new and existing clients. To liaison and establish strong networks with sales, underwriting and product teams of General Insurance companies. Sales of General Insurance products - Fire, Marine, Motor, Burglary, Group Mediclaim, etc Acquire corporate clients and ensure closure of deals related to their General...

1. Contacting clients and setting up new and review meetings 2. Conduct regular review meeting with the clients 3. Collection of all relevant data and documents from new clients for preparation of investment plans and executions of investments and insurances. 4. Understanding customer requirement and creation of a comprehensive Financial and investment...

Department - Bank Channel - Job posted on - Dec 2, 2021 - Employee Type - Full Time - Experience range - 0 - 2 years - Achievement of Sales targets inclusive of High margin and Low margin products allocated for your market through Union Bank Channel. - Achieve the SIP monthly trigger as per the targets - Completion of Mutual Fund sales related...

Department: Dealing Institutional Equity Dealer Position: Sr. Dealer Reporting to: Sr. Vice President Location : Nariman Point Workdays: Mon to Friday Work Mode: Work from Office all 5 day's Roles and Responsibilities:Dealer should be responsible for generating orders as per fund manager instruction after considering different category of clients/account,...

We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Customer Support Officer -Distribution Sales Channel.Key Responsibilities:Direct Credit Rejection, Red Payout Authorisation (Red Alert), MIR – 38, NFTrejectionPending & Exemptions for Financial Transaction and Excess Credit / Short CreditAttending walking distributor &...