RM- Mutual funds sales

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...

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...

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...

**Sales Manager: Mutual Fund** **Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for...

**Sales Manager: Mutual Fund** **Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for...

Urgent 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...

Title: Mutual Fund Sales and Business Development – AVP / Senior Manager Experience of driving Mutual Fund Sales and AUM growth through Branch, Sub Broker, Franchisee and IFA Networks. Business Strategy to increase MF Business through SIPs and new AUM Having up-to-date Product information on Mutual Funds. Research driven product selection and advisory...

**Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for generating desired AUM 4. Generate...

**Roles and Responsibilities** a) Identify & touch base with existing & Acquisition of new client ,to get business from them, to increase net sales & AUM. Ensuring the overall wealth solutions to HNI customers by show casing all investment vehicles MF, PMS debt and equity, RE etc. **Perks and Benefits** - Role:_Retail Sales - Salary:_ 4.5-9.5 Lacs P.A. -...

**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...

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...

**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...

**Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for generating desired AUM 4. Generate...

Sales / Business Development / Client Servicing Mumbai, New Delhi, Bangalore, Hyderabad, Chandigarh _bangalore_, _Chandigarh_, _Delhi_, _Hyderabad_, _Mumbai Western Suburbs_ April 26, 2024 - April 27, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Mumbai, New Delhi, Bangalore, Hyderabad, Chandigarh - **Required Education **Graduation -...

Experience:Minimum - 5 Years of direct or cross / up selling of Mutual Funds SalesQualification: Any Graduation/ Preferred MBAJob Description: Sales Manager: Mutual FundResponsible for managing Direct Sales to Retail & HNI ClientsPromote all the Product line of Mutual fundResponsible for generating desired AUMGenerate fresh leads and acquire clients through...

Manage and oversee daily operations related to mutual fund back office activities. - Managing Mutual Funds transaction processing for clients - Addressing investor queries and providing assistance as needed. - Online & Offline Form filling for various Platforms used for Investments. - Documentation for Various Investment Products like Mutual Funds, Stocks,...

Sales / Business Development / Client Servicing Mumbai, New Delhi, Bangalore, Hyderabad, Chandigarh _bangalore_, _Chandigarh_, _Delhi_, _Hyderabad_, _Mumbai Western Suburbs_ April 26, April 27, 2025 Mutual FundJob Overview:- Office Location (Area) Mumbai, New Delhi, Bangalore, Hyderabad, Chandigarh- Required Education Graduation- Course Type Full Time- Min...

Job role Back office person in a mutual fund distributor firm Execute mutual fund transactions on behalf of clients. Fill Mutual Fund forms Handle the mutual fund softwares Verify Various Transactions and report Excel Entries Make transaction reports for mutual funds, etc. Pay: ₹15,000.00 - ₹25,000.00 per month Schedule: - Day shift - Fixed...

**We are urgently looking for Mutual Fund - Operation location based at Barakhamba Road, New Delhi** - Understanding of internal system. - Reconciliation of transactions between the exchange and back - Order placement into the exchange. - Updated with the regulator s norms. - Handling client queries / inspection queriLiaising with colleagues and other teams...

Responsible for driving new business with new and existing clients. To liaison and establish strong networks with sales, underwriting and product teams of General Insurance companies. Sales of General Insurance products - Fire, Marine, Motor, Burglary, Group Mediclaim, etc Acquire corporate clients and ensure closure of deals related to their General...