Relationship Manager- Mutual Fund Sales
1 week ago
Relationship Manager - Mutual Fund Sales Sound knowledge of markets and various financial products with the ability to present Product briefing to Wealth Management counters Handle sales through Banking and Wealth channels by regular engagement with the concerned stakeholders in the location Increasing market share and broad basing the business in the assigned markets by identifying, building, and maintaining relationships with the respective RM/BM of the bank branch in the location handled Maintain discipline of daily call routines and tracking of the business meetings Adherence to AMC norms, values, integrity, passion for client service Product and process knowledge to influence WM channels to use AMC solutions to drive their business objectives Regularly keep updated on various functional initiatives High customer orientation with good communication & influencing skill to interact with RMs / Cluster Heads of WM counters and other stakeholders Actively working towards implementing processes and ideas for increasing the volumes of channel partners handled Responsible for building relationships with RMs/ Cluster heads of PSU/Private/MNC Banks and sourcing business for AMC funds
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Mutual Fund Relationship Manager
3 days ago
Aliganj , Lucknow, Uttar Pradesh, India Agrawal Corporate Full time ₹ 14,40,000 - ₹ 24,00,000 per yearJob Description: Mutual Fund Relationship ManagerRoles and Responsibilities:Should be proficient in operating mutual fund panels.Assist clients in making informed investment decisions and planning.Handle mutual fund application processes, including scanning, uploading forms, and resolving client queries via calls or emails.Update KYC details and assist...
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mutual fund advisor
2 weeks ago
Lucknow, Uttar Pradesh, India Finowings® Full time ₹ 2,40,000 per yearJob Description: Mutual Fund Advisor (sales )Roles and Responsibilities:Should be proficient in operating mutual fund panels.Assist clients in making informed investment decisions and planning.Handle mutual fund application processes, including scanning, uploading forms, and resolving client queries via calls or emails.Update KYC details and assist clients...
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Mutual fund advisor
2 weeks ago
Lucknow, Uttar Pradesh, India Finowings® Full time ₹ 2,40,000 per yearJob description:Job Description: Mutual Fund ExecutiveRoles and Responsibilities:Should be proficient in operating mutual fund panels.Assist clients in making informed investment decisions and planning.Handle mutual fund application processes, including scanning, uploading forms, and resolving client queries via calls or emails.Update KYC details and assist...
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Mutual Fund Advisor
2 days ago
Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time**Job Title**: Mutual Fund Advisor (sales) **Job Type**: Full-time, Onsite **Work Days**: Monday to Saturday **Location**: In person (Lucknow) **Salary**: ₹15,000 - ₹20,000 per month **Benefits**: Provident Fund Key Responsibilities - Assist clients with **investment planning**, KYC updates, and portfolio management. - Handle **bulk transactions** and...
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Product Manager
1 week ago
Konkan Division, India ICICIDirect Full timeJob Responsibilities: - Revenue Management; Responsible for ensuring the revenue targets through Online and digital marketing are achieved, shared responsibility of overall MF revenue targets along with segments - Business Analytics; Responsible for analysing internal and external trends in Mutual Funds industry & provide recommendations. Identifying...
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Mutual Fund Advisor
2 days ago
Aliganj , Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time**Job Description: Mutual Fund Executive** **Roles and Responsibilities**: - Should be proficient in operating mutual fund panels. - Assist clients in making informed investment decisions and planning. - Update KYC details and assist clients with any mutual fund-related inquiries. - Handle bulk transaction requests and ensure processing before cut-off...
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Mutual Fund Advisor
2 weeks ago
Aliganj , Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time**Job Description: Mutual Fund Executive** **Roles and Responsibilities**: - Should be proficient in operating mutual fund panels. - Assist clients in making informed investment decisions and planning. - Update KYC details and assist clients with any mutual fund-related inquiries. - Handle bulk transaction requests and ensure processing before cut-off...
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Mutual Fund Advisor
2 weeks ago
Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time**Job description** **Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - helping clients make proper investments and decision planning. - in. - Good Communication Skills. - Maintain Portfolio of Clients, connect with them related to SIP Schemes - Familiarity with standard capital market concepts,...
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Relationship Manager
2 days ago
Lucknow, Uttar Pradesh, India Rudra Shares & Stock Brokers Full time ₹ 4,00,000 - ₹ 12,00,000 per yearResponsibilities:* Manage client relationships through mutual fund sales & equity brokering.* Execute cross-selling strategies with third party products (TPP) Demat Mutual Fund & SIP.Client AcquisitionClient MeetingProvident fundAnnual bonusSales incentives
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Mutual fund executive
2 days ago
Aliganj , Lucknow, Uttar Pradesh, India Agrawal Corporate Full time ₹ 1,80,000 - ₹ 2,40,000 per yearJob Title: Mutual Fund ExecutiveJob Type: Full-time, OnsiteWork Days: Monday to SaturdayLocation: In person (Lucknow)Salary: ₹15,000 – ₹20,000 per monthContact: | Benefits: Provident FundKey ResponsibilitiesOperate mutual fund panels and process applications (SIP, STP, SWP, Switch, Purchase, Redemption, NCT) via NSE/BSE/MINT/CAMS/KFintech/MFU.Assist...