
Branch / Cluster Manager - Mutual Fund
1 day ago
- Ensure growth of business and surpassing periodical targets in terms of funds mobilized/IFAs empanelled/new investor acquired.
- Growth, Expenses & Profitability parameters of the channel are executed.
- Motivating, coaching, training and managing the sales force.
- Devising strategy for future based on the regional typicality of the UFC location.
- Maintaining good relationships with institutions in co-ordination with the institutional marketing team members.
- Maintaining good relationship with the HNIs and Non-individual distributors.
- Conducting investor's meet, agents meeting and organizing participation in Finance fairs etc.
- Conducting necessary training/knowledge transfer sessions for the agents to keep them updated on the market and product front.
- Ensuring timely collection of funds and efficient usage of UFC Infrastructure.
- Ensure compliance of UFC operating norms as dictated by local government / corporate office.
- Help UFC relationship Managers layout quarterly performance aspirations for each ARN and track actual against expectations.
- Manage UFC Administrative tasks (e.g. daily log reporting, branch maintenance).
- Nurture, motivate & guide RMs to deliver against targets / plans.
- Ensure prompt of service requests and complaints through coordination with investor services, karvy teams / assistants.
- Ensure compliance, operational risk controls in accordance with Company or regulatory standards and policies.
- Promote an environment that supports diversity and reflects the Company brand.
Demonstrates Leadership and takes active interest in the development of the team.
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Relationship Manager mutual fund
2 days ago
Dehradun, India Centricity WealthTech Full timeCompany Description Founded in January 2022, Centricity empowers finance and investment professionals to establish their independent practices. The platform offers a comprehensive SAAS-based investment management system with digital transactional capabilities for a diversified product suite. Centricity focuses on providing stability and consistent family...
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Branch Sales Manager
1 day ago
Dehradun, India Save Solutions Full timePosition - Branch Sales Manager Industry - NBFC Location - Dehradun Eligibility: Minimum 4+ years experience is required with team handling Qualification: Graduation. Required: LAP & HL Experience Must have local market experience
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Cluster Manager Collection
2 days ago
Dehradun, India Home Credit Full timeKey Responsibilities: Responsible to manage location / state with team size of 50+ Field executives (Internal & external), with the help of Team Leaders and responsible to manage AMs as well, basis on the decision of management. Responsible to meet designated targets for Monthly and Daily Allocation by actively monitoring and manages bucket wise...
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Branch Manager
2 weeks ago
Agra, Dehradun, Haridwar, Kanpur, Lucknow, India SAP Group Full time ₹ 17,00,000 per yearManage and lead a team of branch staff to achieve sales targets and provide excellent customer serviceDevelop and implement strategies to increase branch profitability and market share. CTC upto 17 LacsExisting RMs are eligible for Branch Manager
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Deputy Sales Manager
4 days ago
Dehradun, India Tata Mutual Fund Full timeJob Description Job Description Key Deliverables: Lead generation - Ensure necessary leads are generated through BDMs and channel partners/open market Customer relationship management - Develop and maintain relationship with existing and potential customers - Educates customers with information to build their understanding of issues and capabilities -...
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Preferred Relationship Manager
4 days ago
Dehradun, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager 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 with them by...
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Banking Jobs
1 week ago
Dehradun, Uttarakhand, India LoudHR Full timeWe are searching for a passionate and driven Branch Sales Officer to join our dynamic Retail Banking department at [Bank Name], India's leading bank. As the face of the bank in our branch, you will play a key role in driving customer acquisition, building relationships, and exceeding sales targets. **Responsibilities**: **New Customer Acquisition**:...
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Preferred Relationship Manager
4 days ago
Dehradun, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager 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 with them by...
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Preferred Relationship Manager
4 days ago
dehradun, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager 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 with them by...
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Preferred Relationship Manager
2 days ago
Dehradun, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager 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 with them by...