Mutual Fund Relationship Manager
1 month ago
To up sell MF products to Retail/HNI/ Wealth 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 needs· Ensuring the highest levels of service to the client /HNI/ Wealth customers· Providing Investment planning and advice· Achieving sales and revenue targets spread across product mix· One point contact for the assigned customer· Acquisition & Servicing of HNI/UHNI customers.· Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.
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Relationship Manager
3 days ago
Delhi, India timesjobs Full timeJob 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...
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Mutual Fund Advisor
5 days 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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Mutual Fund
2 months ago
New Delhi, India RR Financial Consultant LTD Full time**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...
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Mutual Funds Executive
5 days ago
South Delhi, Delhi, Delhi, India KJAG & Associates Full timeManage 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,...
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Assistant Manager Compliance
2 weeks ago
Delhi, India Nippon India Mutual Fund Full timeLocation: Mumbai Corporate Office.Department: Legal, Secretarial & Compliance.Grade: IL 5 Organizational relationships Reports to: AVP CompliancePurpose of the Job:Responsible for handling SEBI mutual fund and PMS compliances and rendering support for other related matters.Key responsibilities:Preparation & timely submission/ filings of statutory reports...
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Mutual Fund Sales
4 weeks ago
Shalimar Bagh, Delhi, Delhi, India Investkraft Full time**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...
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Mutual Fund Sales
4 weeks ago
Shalimar Bagh, Delhi, Delhi, India Monetic Technologies Pvt. Ltd. Full time**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...
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Mutual Fund
1 month ago
New Delhi, India RR Financial Consultant LTD Full time**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...
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Mutual Funds Sales
2 weeks ago
Delhi, India Anand Rathi Share and Stock Brokers Ltd Full timeTitle: 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...
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Assistant Manager Compliance
2 weeks ago
Delhi, India Nippon India Mutual Fund Full timeLocation: Mumbai Corporate Office. Department: Legal, Secretarial & Compliance. Grade: IL 5 Organizational relationships Reports to: AVP Compliance Purpose of the Job: Responsible for handling SEBI mutual fund and PMS compliances and rendering support for other related matters. Key responsibilities: Preparation & timely submission/ filings of statutory...
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Manager ( Investment Research -Mutual Fund )
1 month ago
delhi, India CRISIL Limited Full timeCRISIL is hiring for Manager - Investment Research Mutual Fund for Gurgaon .Functional Responsibility / Domain RelatedQuantitative Research: Analysis like performance calculation, historical trends in performance across various categories of mutual fund (MF) / Analysis of Schemes, Fund Managers and Asset Management Companies (AMCs), pension or provident...
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Assistant Manager Compliance
2 weeks ago
Delhi, India Nippon India Mutual Fund Full timeLocation: Mumbai - Corporate Office.Department: Legal, Secretarial & Compliance.Grade: IL 5Organizational relationships Reports to: AVP - CompliancePurpose of the Job:Responsible for handling SEBI mutual fund and PMS compliances and rendering support for other related matters.Key responsibilities:- Preparation & timely submission/ filings of statutory...
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Assistant Manager Compliance
2 weeks ago
delhi, India Nippon India Mutual Fund Full timeLocation: Mumbai - Corporate Office.Department: Legal, Secretarial & Compliance.Grade: IL 5Organizational relationships Reports to: AVP - CompliancePurpose of the Job:Responsible for handling SEBI mutual fund and PMS compliances and rendering support for other related matters.Key responsibilities:Preparation & timely submission/ filings of statutory...
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Mutual Fund Advisor
1 month ago
Shalimar Bagh, Delhi, Delhi, India Monetic Technologies Pvt. Ltd. Full time**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...
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Mutual Fund
1 month ago
Shalimar Bagh, Delhi, Delhi, India Investkraft Full time**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...
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Mutual Fund Research Analyst
1 month ago
delhi, India CRISIL Limited Full timeCRISIL is hiring for Mutual Fund Research Analyst .Quantitative Research: Performance calculation, historical trends in performance across various categories of mutual fund (MF) / Analysis of Schemes, Fund Managers and Asset Management Companies (AMCs), pension or provident funds, based on performance, performance attribution and portfolio-based...
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Mutual Fund Operations
4 weeks ago
Delhi, India UpAdapt Full time**Position: Mutual fund operations** Experience: 6 Months - 2 years Salary CTC: 15k to 20k Max per month Location: Mumbai Education: Graduate Key pointers: smart, good understanding on BSC Software, good communication, customer query handling Industry preference: someone coming from Mutual fund distributor, AMC **Salary**: From ₹15,000.00 per...
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▷ [Apply Now] Mutual Funds Trainer
4 days ago
Delhi, India AssetPlus Full timeWe are seeking a highly passionate and skilled mutual fund professional to join our team. This role is ideal for a professional who is deeply enthusiastic about mutual funds and possesses a keen interest in training and guiding intermediaries in understanding mutual fund strategies and concepts. This role will be pivotal in educating and empowering mutual...
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Channel Patner
1 month ago
Delhi, India TIGI HR SOLUTION Full timeChat with Recruiter**Channel Patner - Mutual Fund**: - 24 May 2023- 3 - 5 Year- Delhi- 100,000 (p/m)**KEYWORDS**: Recruitment Training mutual funds team management client relations **JOB DESCRIPTION**: The role requires appointing channel partners (IFAs and Distributors) and driving investment product sales across geographies across your target...
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RM- Mutual funds sales
13 hours ago
delhi, India Waytogo Consultants Full timeTo 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...