Sales Personnel Mutual Fund Distribution

Role & responsibilitiesIdentify and acquire new clients for mutual fund investment solutionsUnderstand client needs and recommend appropriate financial productsConduct regular client meetings and portfolio reviewsAchieve sales targets through a consultative and relationship-based approachMaintain client records and support onboarding and...

Job descriptionDear 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...

Acquiring new clients & providing advice on financial investments by selling Mutual Funds,General & Health Insurance. Maintaining existing/new clients for improving our marketshare. Required Candidate profileMust have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds &...

The Relationship Manager will be responsible to maintain and expand relationship with assigned & new clients for achieving sales and profitability. Acquire new clients and Increase engagement of existing client by providing complete financialplanning and wealth management solutionsConduct daily sales calling with prospects and identify their financial...

Greetings from Avani ConsultingJob Title:IFA Channel Manager Mutual Funds B2B Sales (Mumbai)Job Location:Mumbai,MaharashtraExperience Required:3 to 8yearsCTC Offered:Up to 15LPAKey Responsibilities:Manage sales for a portfolio of Independent Financial Advisors (IFAs) assigned to you.Advise IFAs on suitable mutual fund products tailored to their clients'...

The Relationship Manager will be responsible to maintain and expand relationship with assigned & new clients for achieving sales and profitability.Acquire new clients and Increase engagement of existing client by providing complete financial planning and wealth management solutions Conduct daily sales calling with prospects and identify their financial...

Mega Drive for Mutual Fund Sales, SIP, insuranceLocations - , Delhi, Bangalore, Chennai, Hyderabad ctc - 3 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields.Opening of Dmat AccountsField Job Required Candidate profileManaging portfolio of clients and mutual fund salesMin 1 year exp in stock market,Must be keen...

Role & responsibilitiesRM - Customer Engagement UHNI/HNI client Handling.• To up sell ICICI Prudential MF products to Retail/ HNI Clients as per theassigned database, generation of fresh leads through reference to shore up theclientele.• Achieving the business targets assigned in terms of up selling ICICI PrudentialProducts, enhancing and upgrading the...

Hi,We are hiring -Job Description: Product Manager SSD DistributionPosition Title: Product Manager SSD DistributionLocation: Mumbai & DelhiReports To: Business HeadCompensation: Up to 15 to 20 LPA (Based on Experience & Fit)Job Purpose:The Account Manager will be responsible for developing and managing channel partner relationships, driving sales growth,...

Role & responsibilities RM - Customer Engagement UHNI/HNI client Handling. • To up sell ICICI Prudential 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 ICICI Prudential Products, enhancing and upgrading...