Relationship Manager-(CEC-Direct Channel) Mutual Fund Sales in AMC

Dear Candidate,We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios.Interested Candidates, can share resume to whatsapp / in mail - Kindly go through the JD below Role & responsibilities CEC - customer engagement Channel - Relationship Manager B2C...

a) Provide best in class Customer Service and ensure customer delight b) Responsible for sales from distributors and walk-in customers, advising them on market scenario and suitable products d) Service Queries to be resolved within TAT, critical query management & managing escalations as per the investor need e) To ensure reconciliation of records and...

contact-9522288397, 9522288231 Employees in the **mutual fund industry** hold various roles, each with distinct responsibilities aimed at ensuring the smooth operation of mutual fund schemes, delivering excellent customer service, maintaining compliance with regulations, and achieving growth for the funds. Here’s a breakdown of key roles and their...

contact-9329144909 **ONLY FOR BHOPAL LOCATION.** **Team Leader in Mutual Funds - Key Responsibilities**: - **Team Management & Supervision**: - Lead, mentor, and supervise a team of Relationship Managers or sales executives to ensure high performance and alignment with business goals. - **Target Setting & Performance Monitoring**: Set individual and team...

**: - Job Title: NISM Certified Mutual Fund Sales Adviser** **- Location: Bhopal** **- Company: Recapita Finance Pvt. Ltd.** **About Us**: We are a fast-growing NBFC with 13 branches, delivering innovative financial solutions in Tier 3 cities. As part of our expansion, we are looking for a qualified and motivated NISM Certified Mutual Fund Sales Adviser to...

We are urgently hiring for **Relationship Executive **in Mutual Fund Department. **> Location: Bhopal** **> Experience & Fresher Both are can apply** **> Department: Mutual Fund** **> Position: Relationship Executive** **Reporting to: Reporting Manager** We are looking for a relationship executive who can contact Clients over the phone and meet in...

Job Title: Relationship Manager Location: Bhopal Salary: ₹3.6 LPA – ₹4 LPA Job Summary: We are looking for a dynamic and result-oriented Relationship Manager to join our team, responsible for acquiring and managing Mutual Fund Sub-brokers/Agents. The role involves educating and supporting sub-brokers to grow their business, assisting in client...

Job No: SPS 118 **Job: Financial Sales Executive - Mutual Funds, Equity, Insurance, Stocks** **Location: Bhopal, Madhya Pradesh, India** **Responsibilities**: - **Develop and implement sales strategies to promote mutual funds, equity investments, insurance, and stocks to prospective clients.**: - Build and maintain relationships with existing and...

Job Category KMBL Degree Level Bachelor s Degree Relationship Manager - Prime Vishwaas Sales - M1 Job role Responsibilities Manage Auto loan through Car Dealers Direct Sales Agents Direct Sales Teams Empanelment of New car Dealers DSA DST in the Market Accountable for sales performance Productivity of team Conduct Training for all the...

Job Overview We are looking for an experienced Relationship Manager – Wealth to manage and grow relationships with HNI, UHNI, and corporate clients. The role involves financial planning, portfolio management, and offering customized wealth solutions. Key Responsibilities Provide end-to-end financial planning for HNI and corporate clients. Assess client...