RM- Mutual funds sales

Job Description *Job Title: Mutual Fund Relationship Manager (MF RM)**Company: Shri Ashutosh Securities Pvt. Ltd.**Location: Patna, Bihar**About Us:*Shri Ashutosh Securities Pvt. Ltd. is a leading Mutual Fund Distributor in East India, managing one of the industry's largest sizes with a client base of over 7000.*Position Overview:*We're hiring MF...

Sales/Business _PAN India_ February 2, 2024 - February 2, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Multiple Locations - **Salary Offer **5 - 25 LPA - **Course Type **Full Time - **Min Required Experience (Years) **5 - **Max Required Experience (Years) **10 **Talent Profile - Retail Sales - Mutual Fund** **Location**: Multiple...

Sales/Business Multiple Locations _PAN India_ February 2, 2024 - February 2, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Multiple Locations - **Salary Offer **5 - 25 LPA - **Course Type **Full Time - **Min Required Experience (Years) **5 - **Max Required Experience (Years) **10 **Talent Profile - Institutional Sales - MF** **Position...

4-6 years Mumbai (All Areas)The role involves building and maintaining relationships with institutional clients to promote and sell mutual fund products. This position requires an understanding of mutual funds, investment strategies, and market trends, as well as excellent communication and sales skills. The primary goal of a Mutual Fund Institutional Sales...

4-6 years Mumbai (All Areas) The role involves building and maintaining relationships with institutional clients to promote and sell mutual fund products. This position requires an understanding of mutual funds, investment strategies, and market trends, as well as excellent communication and sales skills. The primary goal of a Mutual Fund Institutional...

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 needs...

Roles and Responsibilities - B2C Sales - Mutual Funds Sales - Fixed Deposits - Banking & NBFC Performing Portfolio review of clients Researching and selling Mutual fund and Insurance Products

Sales/Business _PAN India_ February 2, February 2, 2025 Mutual FundJob Overview:- Office Location (Area) Multiple Locations- Salary Offer - 25 LPA- Course Type Full Time- Min Required Experience (Years) 5- Max Required Experience (Years) 10Talent Profile - Retail Sales - Mutual FundLocation: Multiple locationsPosition Grade: Senior Manager/AVPFunction:...

**KEY RESPONSIBILITIES AND ACCOUNTABILITIES** 1. Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile. 2. Showcase entire product suite of “Kotak Group” to existing clients and growing their assets...

**KEY RESPONSIBILITIES AND ACCOUNTABILITIES** 1. Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile. 2. Showcase entire product suite of “Kotak Group” to existing clients and growing their assets...

Multiple Openings-Leading Stock Broking House. 1. #Private Wealth-CLUSTER HEAD. Location: Ahmedabad, PUNE, MUMBAI. DELHI. BANGALORE, CTC: 60 LPA. 2.#Private WEALTH MANAGER. -INDIVIDUAL ROLL. CTC: 40 LPA. Locations: Ahmedabad, MUMBAI.SURAT, PUNE, VADODARA DELHI, BANGALORE, HYDERABAD. KOLKATA. #Qualification: Degree/MBA. Products & Services: Weath...

At Sales& Ltd, people are our most valuable asset. As an innovative company, we believe that an excellent working environment and abundant development opportunities are essential to motivating and developing team members. We are committed to creating a diverse workplace and give priority to hiring talents from different backgrounds because we believe that...

Job Description – Finance Role : AVP – Fund Raising Key responsibilities: Fund Raising  Spearheaded the fund-raising efforts, good relationship with global/domestic /Banks, FIIs.  Leading the fund-raising initiative of the Company to ensure clear visibility of funds/credit limit for ensuring the AUM growth and Cash Flows.  Representing company...

JOB TITLE: Relationship Manager - Wealth ManagementWelcome! We are looking for a Relationship Manager - Wealth to join our team. As a Relationship Manager - Wealth, you will play a crucial role in being the primary point of contact with our clients. Your responsibilities will include acquiring High Net Worth relationships, ensuring top-notch services,...

**1. **Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients. 2. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the...

Position F&A – Fund Raising Location Bangalore – Head Office Reporting To Head – Fund Raising Job Summary This position is responsible for raising timely funds as per the business requirements. Broad Roles and Responsibilities ❖ Exposure to Multilateral/Offshore entities. ❖ Exposure to Corporate banking/financial markets. ❖ Exposure to Domestic &...

Position F&A – Fund Raising Location Bangalore – Head Office Reporting To Head – Fund Raising Job Summary This position is responsible for raising timely funds as per the business requirements. Broad Roles and Responsibilities ❖ Exposure to Multilateral/Offshore entities. ❖ Exposure to Corporate banking/financial markets. ❖ Exposure to Domestic &...

1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client's...

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...

Role/ Job Title:  Acquisition RM-NRI Function/ Department:  Branch Banking Job Purpose: Incumbent will work in a field role aligned to the NRI Banking Vertical and report to the regional NRI Field Leadership. Main goal is to attract new customers for the bank in your assigned location. Also work with various stakeholders in the location...