Mutual Fund Relationship Manager

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...

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...

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...

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...

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 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

Urgent Opening For Relationship Manager 2, 70, , 00,000 P.A. | Hiring For MNC Company.Designation: Relationship ManagerJob Description:Trading on behalf of the clients.�Portfolio Management�Building relationships with clients & educating them about InvestmentsGuiding clients on 3rd party products (LI/MFI)�Specialized Activities:Executing Trade...

Job 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 appetiteI Responsible for activation of trading account of clients, assisting new entrants in the equityl Responsible for achieving...

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...

2 - 5 years Mumbai (All Areas) Execute fixed income trades in alignment with the fund's investment strategy and guidelines. Monitor and analyse market trends, economic data, and interest rate movements to make informed trading decisions. Execute trades across a variety of fixed income securities, such as government bonds, corporate bonds, CP/CDs and other...

5 years Mumbai (All Areas)Execute fixed income trades in alignment with the fund's investment strategy and guidelines. Monitor and analyse market trends, economic data, and interest rate movements to make informed trading decisions. Execute trades across a variety of fixed income securities, such as government bonds, corporate bonds, CP/CDs and other fixed...

Location: 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...

Job Description Position Title:  Relationship ManagerCTC: 5LPAExp: 2-4 Yrs of Sales experienceLocation: Delhi NCRWorking Mode: OnsitePrimary Skill: Effective communication, Basic Knowledge of Mutual FundsGood to have: Presentation skillsQualification: Any Graduate/Post Graduate/MBARoles and Responsibilities:- Role is to increase client base and...

Roles & Responsibilities: and own product roadmap new product features and product strategies leveraging the data available in-house (GA4, campaign management tools) understanding of competition products/features in BFSI space; Collecting quantitative data through market research to arrive at best practices/product features have good sense of UI/UX and can...

Job Title: Relationship Manager - Super Trader Location: Mumbai, Coimbatore Job Description: We are seeking a highly motivated and results-driven Client Relationship Manager to join our team. The ideal candidate will be responsible for actively managing client relationships, driving revenue growth, and ensuring high levels of customer satisfaction. Key...

Opening in one of the reputed bank. Job Description The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data....

Designation: Key Account Manager Vertical: Retail Sales Location: Chennai/Bangalore/Hyderabad/ Kolkata/Mumbai/Delhi/ Gujarat/Pune/Vizag/ Hubli/ Coimbatore As a Key Account Manager for the Retail Sales vertical, you will be responsible for acquiring new accounts and retain the old clients. Responsibilities: Acquire new accounts per annum with a minimum...

Job Description Job Role: Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients' banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products . The role requires the candidate to be...

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 &...