▷ (15h Left) Mutual Funds Relationship Manager
1 month ago
2. Follow up / Conversion on the leads shared by the Corporate Acquisition Team.
3. Manage the existing clients and build AUM.
4. Responsible for Client and distribution servicing & active involvment in hand holding the transactions with the new and existing clients.
5. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business
6. Expand Market Share from both new and existing clients and responsible for servicing.
7. Responsible for up-sell & cross sell across asset classes to both Corporates & its Promoters.
8. Responsible for Cross Sell Initiative with bank Synergy activity.
9. Activating i online Accounts for corporates.
10. Active networking with clients, competition and distributors to get market information.
11. Timely information on the products to distributors.
12. Ensure market share across clients and distributors as per organizational requirement.
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Rm Mutual Fund Sales
1 week ago
Kolkata, India Avani Consulting Full timeRM MF CEC/DET(B 2 C Channel) **Position**: Relationship Manager **Experience**: Minimum 1 Year direct or cross selling of Mutual Funds Sales Experience required. Qualification: - Any Graduation/ Preferred MBA Job description: RM MF distribution expansion To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI...
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Hiring relationshipmanager mutual Funds Sales
1 month ago
Kolkata, India Avani Consulting Full time**Roles and Responsibilities** **Responsibilities**: To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients 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...
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Mutual Fund Marketing Person
1 day ago
Kolkata, West Bengal, India Secured Services Full timeLooking for a Senior Marketing Person for Marketing/Sales of MUTUAL FUND Salary Negotiable Should have current knowledge of Mutual Fund Policies & Procedure Documentation Minimum 3 Years of Proven Experience needed Pay: ₹20,000.00 - ₹50,000.00 per month **Benefits**: - Provident Fund Schedule: - Day shift Supplemental pay types: - Commission...
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Rm Mutual Fund Sales
1 month ago
Kolkata, India Avani Consulting Full timeRM MF CEC/DET(B 2 C Channel) **Position**: Relationship Manager **Experience**: Minimum 1 Year direct or cross selling of Mutual Funds Sales Experience required. Qualification: - Any Graduation/ Preferred MBA **Responsibilities**: - To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to...
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Rm Mutual Fund Sales Utra Hni Segment
2 months ago
Kolkata, India Avani Consulting Full time**Role & responsibilities** RM- Customer Engagement. - To up sell AMC 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 AMC Products, enhancing and upgrading the Client Net worth relationships. - Profiling...
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Relationship Manager
3 weeks ago
Kolkata, India Bandhan Bank Full timeLocation: South & Central Kolkata Requirement: The candidate needs to have minimum 3-5 years‘ experience in wealth management. The candidate needs to be both NISM and IRDA certified with active certifications. Minimum education qualification is graduation . The following are the specifications for the role: The candidate should be a proven performer...
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Relationship Manager
2 weeks ago
Kolkata, India Bandhan Bank Full timeLocation: South Kolkata Requirement: The candidate needs to have minimum 3-5 years‘ experience in wealth management. The candidate needs to be both NISM and IRDA certified with active certifications. Minimum education qualification is graduation . The following are the specifications for the role: The candidate should be a proven performer with...
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Relationship Manager
2 months ago
kolkata, India EngageMyTalent HR Solutions LLP. Full timeJob Description The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the finalpoint of contact with the client. (S)he would be responsible for acquiring High Net Worth relationshipsand managing & retaining such relationships by delivering the best standards of services. (S)he would beexpected to establish strong ties...
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Relationship Manager
2 weeks ago
kolkata, India EngageMyTalent HR Solutions LLP. Full timeThe Relationship ManagerWealthis the ultimate face of the business as (s)he is going to be thefinalpoint of contact with theclient. (S)he would be responsible for acquiring High Net Worthrelationshipsand managing& retaining such relationships by delivering the beststandards of services. (S)he wouldbeexpected to establish strongties with them by designing &...
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Rm Mutual Fund Sales B2C Hni Segment(Amc)
1 week ago
Kolkata, India Avani Consulting Full time**Roles and Responsibilities** ,To promote all the product line of Mutual Fund,To up sell Mutual Fund products to Retail/HNI Clients,,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 Mutual...
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Relationship Manager
2 months ago
Kolkata, India EngageMyTalent HR Solutions LLP. Full timeJob DescriptionThe 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 relationshipsand managing & retaining such relationships by delivering the best standards of services. (S)he would beexpected to establish strong ties...
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Relationship Manager
1 month ago
Kolkata, India EngageMyTalent HR Solutions LLP. Full timeThe Relationship ManagerWealthis the ultimate face of the business as (s)he is going to be thefinal point of contact with theclient. (S)he would be responsible for acquiring High Net Worthrelationshipsand managing& retaining such relationships by delivering the beststandards of services. (S)he wouldbeexpected to establish strongties with them by designing &...
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Relationship Manager
7 days ago
Kolkata, India EngageMyTalent HR Solutions LLP. Full timeThe Relationship ManagerWealthis the ultimate face of the business as (s)he is going to be thefinal point of contact with theclient. (S)he would be responsible for acquiring High Net Worthrelationshipsand managing& retaining such relationships by delivering the beststandards of services. (S)he wouldbeexpected to establish strongties with them by designing &...
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Mutual Fund Operations- Executive
2 months ago
Salt Lake, Kolkata, West Bengal, India Eureka Stock & Share Broking Services Ltd. Full timeExperience in processing or generating data reports, valuation, analysis relating to -- Mutul Fund, Broking, Bonds, etc.( Back End) said post. Experience Required - 6 months to 2 yrs. Key skill - Processing Mutual Fund, Bonds etc Location - Kolkata Schedule: - Morning shift Ability to commute/relocate: - Salt lake, Kolkata, West Bengal: Reliably...
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Mutual Fund Operations- Executive
2 days ago
Salt Lake, Kolkata, West Bengal, India Eureka Stock & Share Broking Services Ltd. Full timeExperience in processing or generating data reports, valuation, analysis relating to -- Mutul Fund, Broking, Bonds, etc.( Back End) said post. Experience Required - 6 months to 2 yrs. Key skill - Processing Mutual Fund, Bonds etc Location - Kolkata Schedule: - Morning shift Ability to commute/relocate: - Salt lake, Kolkata, West Bengal: Reliably...
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Sr Mgr- Institutional Sales
4 weeks ago
kolkata, India Paradise Placement Consultancy Full timeJob Description: POSITION: Senior Manager – Institutional Sales Reports to(Position): AVP – Institutional Sales Business Unit: Institutional Sales Principal Accountabilities: Handling corporates and other institutional clients Ability to liaison with Mid and Large size treasuries/Institutional clients. Responsible for...
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Tele Caller
1 month ago
Kolkata District, West Bengal, India ans management consulting services Full time**Tele caller - Mutual Fund** **Location**: Kolkata **Qualification**: Any Graduate or equivalent **Having done a sales-related training program is an added advantage **Responsibilities**: - Knowing all the details of the MF product or service offerings. - Regularly updating and obtaining the lists of individual contact details. - Meet and exceed sales...
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Relationship Manager
1 week ago
Kolkata, India IIFL Securities Premia Full timeJob Description: (Pl mention detailed profile)l Responsible for business development through acquisition of high net-worth clients (client acquisition)l Responsible for identifying customer needs and assessing their risk appetite I Responsible for activation of trading account of clients, assisting new entrants in the equityl ...
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▷ 15h Left: Channel Manager-Partner Alliance
1 month ago
Kolkata, India Cholamandalam Securities Limited Full timeDesignation: Channel ManagerVertical: Partner AllianceLocation: Mumbai/ Pune/ Bangalore/ Kolkata/ Hyderabad/ Lucknow/ Ahmedabad/ Indore/ BhubaneshwarKey Responsibilities:- Acquisition of Franchisee, DIGI partners & Remisier.- Generating business from these partners.- Build rapport with these Partners & help them on-board their clients across products.-...
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Relationship Manager
3 weeks ago
kolkata, India EngageMyTalent HR Solutions LLP. Full timeThe Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the finalpoint of contact with the client. (S)he would be responsible for acquiring High Net Worth relationshipsand managing & retaining such relationships by delivering the best standards of services. (S)he would beexpected to establish strong ties with them by...