Mutual Fund Relationship Manager

JOB DESCRIPTION JOB TITLE Channel Manager Report to Channel Head/ State Head No of Direct reportees Nil Department Retail Sales Position Grade Range Manager/Senior Manager (May vary based on experience) JOB PU JOB PURPOJOB PURPOSE:  The incumbent will be responsible for mobilizing the funds through the IFA’s. JOB ROLE :  The incumbent will be...

JOB DESCRIPTIONJOB TITLE Channel Manager Report to Channel Head/ State Head No of Direct reportees Nil Department Retail Sales Position Grade Range Manager/Senior Manager (May vary based on experience)JOB PU JOB PURPOJOB PURPOSE:  The incumbent will be responsible for mobilizing the funds through the IFA’s.JOB ROLE :  The incumbent will be...

JOB DESCRIPTION JOB TITLE Channel Manager Report to Channel Head/ State Head No of Direct reportees Nil Department Retail Sales Position Grade Range Manager/Senior Manager (May vary based on experience) JOB PU JOB PURPOJOB PURPOSE:  The incumbent will be responsible for mobilizing the funds through the IFA’s.JOB ROLE :  The incumbent will be...

JOB DESCRIPTION JOB TITLE Channel Manager Report to Channel Head/ State Head No of Direct reportees Nil Department Retail Sales Position Grade Range Manager/Senior Manager (May vary based on experience) JOB PU JOB PURPOJOB PURPOSE:  The incumbent will be responsible for mobilizing the funds through the IFA’s. JOB ROLE :  The incumbent will be...

JOB DESCRIPTION JOB TITLE Channel Manager Report to Channel Head/ State Head No of Direct reportees Nil Department Retail Sales Position Grade Range Manager/Senior Manager (May vary based on experience) JOB PU JOB PURPOJOB PURPOSE:  The incumbent will be responsible for mobilizing the funds through the IFA’s.JOB ROLE :  The incumbent will be...

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

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

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

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

Roles and Responsibilities   Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile   Should have 1 to 2 year of experience,...

Roles and Responsibilities   Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile   Should have 1 to 2 year of experience, Candidate...

Roles and Responsibilities   Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile   Should have 1 to 2 year of experience, Candidate...

**Responsibilities**: - Excel Data Analysis: Utilize advanced Excel functions, formulas, and macros to manipulate and analyze large datasets related to mutual funds, including historical performance data, portfolio holdings, fund flows, and investor demographics. - Investment Research: Conduct thorough research on various mutual funds, analyzing their...

We have an excellent opportunity for the profile Mutual Fund Executive **Qualification**: Graduate Experience : Proven experience 1-2year in the mutual fund industry, with a strong understanding of different fund types, investment strategies, and risk management practices. **Location**: Mumbai (Mulund) Excel Data Analysis: Utilize advanced Excel...

Position: RM-Insurance-Mutual Fund **Min Experience** 6 Years **Max Experience** 10 Years **Notice Period** Max 30 days Location: Mumbai Budget: 20L to 23L Designation: RM - Mutual Fund and Insurance Reporting: Executive Vice President/ Vice President Banks & Financial Institutions Group (BFIG) as a group in the bank has the following verticals -...

**Overview**: As a Mutual Fund Operations, your primary responsibility is to oversee the operational aspects of mutual funds, ensuring smooth functioning and compliance with regulations. You will handle various tasks related to trade processing, reconciliations, compliance checks, and client services. Your role is critical in maintaining the integrity and...

We are seeking an experienced and knowledgeable individual to join our team as a Mutual Fund Product Manager. This role requires a minimum of 4 to 5 years of experience within the mutual fund sector. If you have a passion for financial products, a deep understanding of mutual funds, and a proven track record in product management, we would love to hear from...

Role/Job Title:  Product Manager- Mutual Fund Function/Department: Wealth, Retail Liabilities. Job Purpose: This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building financial planning models. Roles & Responsibilities: Onboarding of new...

Role/Job Title:  Product Manager- Mutual Fund Function/Department: Wealth, Retail Liabilities. Job Purpose: This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building financial planning models. Roles & Responsibilities: Onboarding of new products...

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 Mutual Fund Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs. Ensuring the highest...