
Relationship Manager- Mutual Fund Sales
3 days ago
Relationship Manager - Mutual Fund Sales
- Sound knowledge of markets and various financial products with the ability to present Product briefing to Wealth Management counters
- Handle sales through Banking and Wealth channels by regular engagement with the concerned stakeholders in the location
- Increasing market share and broad basing the business in the assigned markets by identifying, building, and maintaining relationships with the respective RM/BM of the bank branch in the location handled
- Maintain discipline of daily call routines and tracking of the business meetings
- Adherence to AMC norms, values, integrity, passion for client service
- Product and process knowledge to influence WM channels to use AMC solutions to drive their business objectives Regularly keep updated on various functional initiatives
- High customer orientation with good communication & influencing skill to interact with RMs / Cluster Heads of WM counters and other stakeholders
- Actively working towards implementing processes and ideas for increasing the volumes of channel partners handled
- Responsible for building relationships with RMs/ Cluster heads of PSU/Private/MNC Banks and sourcing business for AMC funds
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Mutual Fund Advisor
2 weeks ago
Lucknow, India Finowings Training Academy Full timeSeeking a Mutual Fund Advisor to drive sales, guide clients on investment options, achieve targets, and ensure compliance. Build strong client relationships and deliver tailored financial solutions for growth.
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Mutual Fund Advisor
5 days ago
Lucknow, Uttar Pradesh, India Finowings Training Academy Full time ₹ 8,00,000 - ₹ 12,00,000 per yearSeeking a Mutual Fund Advisor to drive sales, guide clients on investment options, achieve targets, and ensure compliance. Build strong client relationships and deliver tailored financial solutions for growth.
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Mutual Fund Advisor
2 weeks ago
Aliganj , Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time**Job Description: Mutual Fund Executive** **Roles and Responsibilities**: - Should be proficient in operating mutual fund panels. - Assist clients in making informed investment decisions and planning. - Update KYC details and assist clients with any mutual fund-related inquiries. - Handle bulk transaction requests and ensure processing before cut-off...
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Mutual Fund Distributor
2 weeks ago
Aliganj , Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time**Job Description: Mutual Fund Distributor** **Roles and Responsibilities**: - Should be proficient in operating mutual fund panels. - Assist clients in making informed investment decisions and planning. - Update KYC details and assist clients with any mutual fund-related inquiries. - Handle bulk transaction requests and ensure processing before cut-off...
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Mutual Fund Executive
4 days ago
Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time**Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - helping clients make proper investments and decision planning. - in. - Good Communication Skills. - Maintain Portfolio of Clients, connect with them related to SIP Schemes - Familiarity with standard capital market concepts, procedures, and regulatory...
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Mutual Fund Advisor
2 weeks ago
Aliganj , Lucknow, Uttar Pradesh, India Agrawal Corporate Full time ₹ 1,80,000 - ₹ 2,40,000 per yearJob Title: Mutual Fund AdvisorRoles & Responsibilities:Provide investment advice and financial planning solutions to clients based on their risk appetite, goals, and market trends.Guide clients in selecting suitable mutual fund schemes, asset allocation, and portfolio diversification.Conduct regular portfolio reviews and recommend changes to optimize...
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Mutual Fund Advisor
2 weeks ago
Aliganj , Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time**Job Title**:Mutual Fund Advisor** **Roles & Responsibilities**: - Provide **investment advice and financial planning** solutions to clients based on their risk appetite, goals, and market trends. - Guide clients in selecting suitable **mutual fund schemes**, asset allocation, and portfolio diversification. - Conduct regular **portfolio reviews** and...
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Sales Manager
3 weeks ago
Lucknow, Uttar Pradesh, India Tata Mutual Fund Full timeJob DescriptionJob DescriptionKey Objective of the Job:As Sales Manager, you are responsible to lead generation, good interpersonal skill, good communication skills, Liaison with other function, dealership management, assist CRE's for their daily functions.Key Deliverables:Lead generation- Ensure necessary leads are generated through CRE's and channel...
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Mutual Fund Advisor
2 days ago
Lucknow, India Finowings Training Academy Pvt.Ltd Full time**Role of mutual fund advisors** **Educating the investor(s)** The advisor has to chart a financial plan for the client based on their financial goals and educate the client on how to achieve them. This involves exploring different investment options. Therefore, you can easily evaluate how each can help or hinder the client’s financial...
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Sales Manager
3 weeks ago
Lucknow, India Tata Mutual Fund Full timeJob Description Job Description Key Objective of the Job: As Sales Manager, you are responsible to lead generation, good interpersonal skill, good communication skills, Liaison with other function, dealership management, assist CRE's for their daily functions. Key Deliverables: Lead generation - Ensure necessary leads are generated through CRE's and...