Relationship Manager mutual fundsPMS

Understanding 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...

Understanding 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...

Understanding 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...

ResponsibilitiesAdminister & manage banking business, sales, and performance. Identify new potential areas for expansion and accelerating its development. Managing and training the team as well as the distributers Plan, develop and implement business strategies for overall growth of the area allocated & the distributers in that area, with the objective of...

Location : Mumbai, KolkataWho we Are? Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities. Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer)...

Location : Mumbai, KolkataWho we Are? Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities. Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer)...

Job Description: Good analytical skill, Good verbal & written communicationKnowledge of investment products like Mutual Fund, Insurance and EquityHandling client queries related to product and operationsDiscuss with Help clients discover potential to get financial freedomResponsible for advising people in respect to their financial assets of the...

Company DescriptionWealth Redefine is a boutique Mutual Fund distribution firm based in Noida. The firm specializes in goal-based financial planning with various financial instruments like Mutual Funds, PMS, Alternative Investment Products, and complex financial products. With a team consisting of MBAs and diverse backgrounds, Wealth Redefine caters to the...

Dear Applicants,We are hiring for NBFc and Bank - Sr Wealth Manager-Location-Delhi.#Wealth Managers #Private Banking #Investments products #Mutual Funds #PMS #Equity BondsCTC - Best In Industry.Interested candidate kindly share profiles on associate2@jobsnavigator.co.inJob profile as below:Position - Wealth Manager & Senior Wealth Managers.Location -...

Platinum Relationship Manager – HouseholdKRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (SAdriven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy....

Urgent 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...

Urgent hiring for Relationship executive & manager|| location- Kolkata/Hyderabad/Chennai/DelhiPosition: Sr. Relationship executive / Relationship Manager (depends on experience)Locations: Kolkata/Hyderabad/Chennai/DelhiExperience- more than 2 years.Ctc- upto 14lpa (Depends on experience & interview)Working Days- 5 daysJob Profile-The ideal candidate for this...

About us. Anand Rathi Wealth Limited, a NSE & BSE listed company has, since 2002, been in the business of Private Wealth, catering to high net worth individuals (HNIs). We are also registered with AMFI as a Mutual Fund Distributor overseeing AUM of over INR Rs. 59,351+ crores across 9,911 families in India and globally.Job Role: Relationship ManagerJob...

Urgent 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...

Dear Applicants, We are hiring for NBFc and Bank - Sr Wealth Manager-Location-Delhi. #Wealth Managers #Private Banking #Investments products #Mutual Funds #PMS #Equity Bonds CTC - Best In Industry. Interested candidate kindly share profiles on associate2@jobsnavigator.co.in Job profile as below: Position - Wealth Manager & Senior Wealth...

Overall Accountability:The candidate is expected to independently monitor, support and promote assigned products. Make industry benchmarked product & market communications (in the form of monthly notes, presentations, reports, creative one pager, market-based event notes etc in simple language and graphical format). He or she is also expected to contribute...

Understand 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...

Job Purpose: The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch.Roles and Responsibilities:1. Responsible for cross selling various financial products like Mutual...

Dear Applicants,We are hiring for NBFc and Bank - Sr Wealth Manager-Location-Delhi.#Wealth Managers #Private Banking #Investments products #Mutual Funds #PMS #Equity BondsCTC - Best In Industry.Interested candidate kindly share profiles on Job profile as below:Position - Wealth Manager & Senior Wealth Managers.Location - Mumbai.Job Description- The...

Opening for PBG Relationship Manager/Senior Relationship Manager Mumbai (Mahalaxmi) & Chandigarh locationExperience required: 3 Years & Above Job Description:1.Placing Orders for clients after taking proper consent 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party...