Relationship Manager mutual fundsPMS
2 months ago
- Understanding the Markets Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.
- Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients.
- To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the Desk and the respective Advisor.
- Regular meetings with Active clients converting the dormant clients into active Clients.
- Regular Regional visits for HNI client meetings seminars/events.
- Crosssell of Thirdparty focused products as suggested by the Anand Rathi group (includes MF PMS Structure Products & others).
- The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market references
1. Good Knowledge of capital market2. Portfolio Management3. Financial PlanningBehavioral Skills
1. Go get the Approach2. Customer Relationship3. Customer Satisfaction
understanding the markets,good knowledge of capital market,capital market knowledge,regular meetings,sales,business development,academic requirements,team handling experience,go get the approach,hni,capital market,advisory calls,relevant experience,trading and delivery calls,direct brokerage revenues,portfolio management,trading & stock ideas,technical & fundamental stock market reports,advising,customer relationship,customer relationship management,capital,financial planning,customer satisfaction,improve market share,regional visits,market analysis,hn,converting the dormant clients,trading
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Relationship Manager mutual fundsPMS
3 weeks ago
New Delhi, India GFL Recruitment Private Limited Full timeUnderstanding the Markets Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients.To improve Market share in Trading and Delivery calls through our advisory calls for the...
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Relationship Manager mutual fundsPMS
2 months ago
New Delhi, India GFL Recruitment Private Limited Full timeUnderstanding the Markets Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients.To improve Market share in Trading and Delivery calls through our advisory calls for the...
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Relationship Manager mutual fundsPMS
3 weeks ago
new delhi, India GFL Recruitment Private Limited Full timeUnderstanding the Markets Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients. To improve Market share in Trading and Delivery calls through our advisory calls for...
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Relationship Manager mutual fundsPMS
2 months ago
New Delhi, India GFL Recruitment Private Limited Full timeUnderstanding the MarketsTechnical & Fundamental Stock market reports andadvising the same to HNI / UHNI clients mapped to the Desk or torespective Advisor.Generate direct brokeragerevenues by advising various trading & stock ideasbased on the market to the clients.To improveMarket share in Trading and Delivery calls through our advisorycalls for the clients...
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Relationship Manager mutual fundsPMS
2 months ago
New Delhi, India GFL Recruitment Private Limited Full timeUnderstanding the MarketsTechnical & Fundamental Stock market reports andadvising the same to HNI / UHNI clients mapped to the Desk or torespective Advisor.Generate direct brokeragerevenues by advising various trading & stock ideasbased on the market to the clients.To improveMarket share in Trading and Delivery calls through our advisorycalls for the clients...
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Capital Markets Specialist
2 weeks ago
Delhi, Delhi, India GFL Recruitment Private Limited Full timeJob Title: Relationship Manager mutual fundsPMSJob OverviewWe are seeking an experienced Relationship Manager to join our team at GFL Recruitment Private Limited. As a Relationship Manager, you will be responsible for advising high-net-worth individuals on investment opportunities in mutual funds and other financial products.Key ResponsibilitiesMarket...
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Relationship Manager
4 weeks ago
Delhi, Delhi, India GFL Recruitment Private Limited Full timeJob Title: Relationship Manager - Mutual FundsAs a Relationship Manager - Mutual Funds, you will be responsible for building and maintaining relationships with high net worth individuals (HNIs) and ultra-high net worth individuals (UHNIs) to provide them with investment advice and portfolio management services.Key Responsibilities:Understand the markets and...
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Mutual Fund Relationship Manager
2 weeks ago
Delhi, Delhi, India OppenheimerFunds Distributor, Inc Full timepk_1_DEPK_1_DEPK_001 OverviewInvesco's Distributor Relationship Specialist role is a vital part of our team's success. This position is responsible for building and maintaining strong relationships with our channel partners, ensuring they have a detailed understanding of our funds and products. The successful candidate will have excellent communication and...
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Relationship Manager for Mutual Funds and PMS
4 weeks ago
Delhi, Delhi, India GFL Recruitment Private Limited Full timeJob DescriptionAs a Relationship Manager for Mutual Funds and PMS, you will be responsible for understanding the markets and providing technical and fundamental stock market reports to HNI/UHNI clients. Your goal will be to generate direct brokerage revenues by advising various trading and stock ideas based on the market to the clients. You will also be...
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Relationship Manager
3 weeks ago
New Delhi, India Optimum Future Full timeExcellent Opportunity to Join Mutual fund company (Retail Banking, Distributor Channel )Hiring for Leading Mutual Fund Company 1.Retail Bank ChannelDesignation - Relationship ManagerCTC - 5.50 LPA Location - Gurgaon, Faridabad Experience Required - Min 1 year of experience in Broking firms, Securities, AMC , Bancassurance2.National Distributor...
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Mutual Funds Operation Executive
5 months ago
New Delhi, India Brivan Consultants pvt. ltd. Full timeUrgent Hiring for the position of Back Office Executive ( Mutual Fund ) Job description - Understand Clients Investments needs - Managing Mutual Funds transaction processing for clients - Updating of CRM and various other systems - Creating MIS, Reports, end of day reports - Relationship management with fund house RMs - Prepare Financial plans for clients...
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Mutual Fund Asst Operations Manager
1 month ago
Delhi, India Primestar Investments Full timeWe are seeking a fresher or experienced professional to join our team as an Assistant Operations Manager for Primestar Investments - a boutiqueMutual FundInvestment firm . The ideal candidate will be trained extensively and be responsible for all Operational aspects of the business.Key Responsibilities:• Execute online/offlineMutual Fundtransactions for...
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Mutual Fund Asst Operations Manager
1 month ago
Delhi, India Primestar Investments Full timeWe are seeking a fresher or experienced professional to join our team as an Assistant Operations Manager for Primestar Investments - a boutique Mutual Fund Investment firm. The ideal candidate will be trained extensively and be responsible for all Operational aspects of the business.Key Responsibilities:-Execute online/offline Mutual Fund transactions for...
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Executive Mutual Funds
5 months ago
Panchsheel Enclave, Delhi, Delhi, India Brivan Consultants pvt. ltd. Full timeUrgent Hiring for the position of Executive/Sr. Executive in Mutual Fund department. (Mutual Funds Experience required) - *Job description**: - Understand Clients Investments needs - Managing Mutual Funds transaction processing for clients - Updating of CRM and various other systems - Creating MIS, Reports, end of day reports - Relationship management with...
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Mutual Fund Advisor
5 months ago
South Delhi, Delhi, Delhi, India KJAG & Associates Full timeUnderstand Clients Investments needs. - To generate fresh leads and acquire clients through reference to shore up the clientele. - To achieve sales and revenue targets spread across product mix. - To achieve the business targets assigned in terms of up selling AMC Mutual Fund Products enhancing and upgrading the Client Net worth. - One point of contact for...
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Relationship Manager
3 weeks ago
Delhi, Delhi, India Unifi Capital Pvt. Ltd Full timeAt Unifi Capital, we are seeking a skilled professional to support senior management in serving existing investors, family offices, and wealth management firms. As a key member of our team, you will be responsible for managing and enhancing relationships with existing direct clients, ensuring their needs are met and expectations exceeded.The ideal candidate...
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Institutional Sales Representative
4 weeks ago
Delhi, Delhi, India Kotak Mutual Fund Full timeJob Title: Institutional SalesAt Kotak Mutual Fund, we are seeking a highly motivated and experienced Institutional Sales professional to join our team.Job Responsibilities:We are looking for a sales professional who can engage with institutional and corporate clients, manage corporate distribution and sales, and mobilize revenue growth. The ideal candidate...
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Backend Executive
5 months ago
Delhi, India Brivan Consultants pvt. ltd. Full timeUrgent Hiring for the position of Back Office Executive in Mutual Fund department. (Mutual Funds Experience required) **Job description**: - Understand Clients Investments needs - Managing Mutual Funds transaction processing for clients - Updating of CRM and various other systems - Creating MIS, Reports, end of day reports - Relationship management with...
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Telesales Executive
5 months ago
Delhi, India RVN Management Full time**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...
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Relationship Manager
2 weeks ago
Delhi, India Parag Parikh Financial Advisory Services Limited Full timeJob Description -The candidate should have a very clear concept and visibility of Sales & the various related aspects prevailing in the Mutual Fund market. Should have a very strong communication skill, excellent product knowledge, convincing attitude, smart, energetic, hardworking, target driven, result oriented, soaring passion for sales activities, quick...