RM - Mutual Funds Sales

To up-sell 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 Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needsEnsuring...

To up sell 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 MF Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer...

Head of Retail Sales, South – Mutual FundsLocation : BangalorePosition Grade : Vice President/ Sr Vice PresidentFunction : Mutual FundReports to : Chief Business OfficerReportees : 7-8Very Important Skills: Mutual Funds, Retail Sales,Client Profile:Client is an institutionalized multi-line and multi-asset financial services platform and the market...

Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...

Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards). We seek to take the wealth...

Function : Customer Service & Operations Position Title : Assistant Manager Location : Bangalore Qualifications: Graduation in any discipline NISM MF certification mandatory Work Experience (highlight) : At least 3 – 4 years of prior mutual fund experience in handling investor / customer services related activities ...

SUMMARY: -The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with...

SUMMARY: -The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with...

Customer Support Officer -Direct Sales Channel :We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Customer Support Officer -Direct Sales Channel.Job Description :Handing CAMS BelapurCalls & Mails AuditingCoordination with the QA on the Telephone EtiquettesMaking sure mails are handled/ resolved in a timely mannerFollow...

Customer Support Officer Direct Sales Channel : We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Customer Support Officer Direct Sales Channel.Job Description : Handing CAMS BelapurCalls & Mails AuditingCoordination with the QA on the Telephone EtiquettesMaking sure mails are handled/ resolved in a timely mannerFollow...

Customer Support Officer -Direct Sales Channel : We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Customer Support Officer -Direct Sales Channel. Job Description : Handing CAMS Belapur Calls & Mails Auditing Coordination with the QA on the Telephone Etiquettes Making sure mails are handled/ resolved in a timely...

About PhonePe Group:  PhonePe is India’s leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and...

Job Description for Preferred Relationship Manager -WealthSUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of...

Job Description for Preferred Relationship Manager -WealthSUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of...

Roles and responsibilities manage and enhance relationships in the NJ wealth network in the allocated region Conduct concept and product training across the entire target audience set Focus on achieving sales and engagement targets across various parameters Coordinate webinars and deeper engagement methodologies.

About KrashaAt Krasha, we redefine the landscape of asset management with a strategic vision focused on delivering unparalleled Alpha returns.With a distinguished Leadership team boasting 75 years of collective experience, we have successfully managed over $3 billion in capital markets at prestigious institutions including Edelweiss, SBM Bank, PGIM Mutual...

SUMMARY: -The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with...

SUMMARY: -The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with...

SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties...

WBP:CC-Product Sales RM 8 - 12 Years 1 Opening BANGALORE Role description WBP:CC-Product Sales RM INTERNAL USAGE: No. of Vacancies: Reports to: Regional Segment Head Is a Team leader? N Team Size: NA Grade: Manager/Sr. Manager Business: Corporate Banking ...