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Mutual Funds Sales
2 months ago
Title: Mutual Fund Sales and Business Development – AVP / Senior Manager Experience of driving Mutual Fund Sales and AUM growth through Branch, Sub Broker, Franchisee and IFA Networks. Business Strategy to increase MF Business through SIPs and new AUM Having up-to-date Product information on Mutual Funds. Research driven product selection and advisory skills will be an added advantage. Should be having good understanding of IFA Channel and connect with IFAs/Agents. IFA / Agent / Wealth Partner Acquisition experience will be an added advantage. Business to be sourced and driven from branches & partner channel. Manage queries from sales team as well as dealing with AMCs on their New and Existing Product Launch Visiting Pan India Branches and regional offices for Training and development, providing knowledge on focused Products. Designing of Contest and RNR for Sales and Dealing Team in discussion with Management. Pan India conducting investment Campaigns, Quarterly events across all branches for generating Prospect leads and activating existing dormant clients by selling through SIPs and MF investments. Building good rapport with AMCs to get sponsorship for conducting RNR, IAP, Events etc.
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Mutual Fund Sales
1 week ago
Shalimar Bagh, Delhi, Delhi, India Monetic Technologies Pvt. Ltd. Full time**Sales Manager: Mutual Fund** **Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for...
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Mutual Fund Sales
1 week ago
Shalimar Bagh, Delhi, Delhi, India Investkraft Full time**Sales Manager: Mutual Fund** **Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for...
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Mutual Fund
2 weeks ago
Shalimar Bagh, Delhi, Delhi, India Investkraft Full time**Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for generating desired AUM 4. Generate...
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Mutual Fund Advisor
1 week ago
South Delhi, Delhi, Delhi, India KJAG & Associates Full timeUnderstand Clients Investments needs. - To generate fresh leads and acquire clients through reference to shore up the clientele. - To achieve sales and revenue targets spread across product mix. - To achieve the business targets assigned in terms of up selling AMC Mutual Fund Products enhancing and upgrading the Client Net worth. - One point of contact for...
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Telesales Executive
3 weeks ago
Delhi, India RVN Management Full time**Job Title: Tele Sales Executive (Mutual Funds)** **Job Summary**: We are seeking a dynamic and results-oriented Tele Sales Executive to join our mutual fund distribution office. - As a Tele Sales Executive, you will be responsible for contacting potential clients, explaining mutual fund investment opportunities and persuading them to invest in mutual fund...
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Mutual Fund Advisor
2 weeks ago
Shalimar Bagh, Delhi, Delhi, India Monetic Technologies Pvt. Ltd. Full time**Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for generating desired AUM 4. Generate...
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Direct Sales mutual Fund
2 weeks ago
Delhi, Delhi, India Arin Consultancy Full timeSales / Business Development / Client Servicing Mumbai, New Delhi, Bangalore, Hyderabad, Chandigarh _bangalore_, _Chandigarh_, _Delhi_, _Hyderabad_, _Mumbai Western Suburbs_ April 26, 2024 - April 27, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Mumbai, New Delhi, Bangalore, Hyderabad, Chandigarh - **Required Education **Graduation -...
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Mutual Fund Advisor
2 weeks ago
Shalimar Bagh, Delhi, Delhi, India Monetic Technologies Pvt. Ltd. Full timeExperience:Minimum - 5 Years of direct or cross / up selling of Mutual Funds SalesQualification: Any Graduation/ Preferred MBAJob Description: Sales Manager: Mutual FundResponsible for managing Direct Sales to Retail & HNI ClientsPromote all the Product line of Mutual fundResponsible for generating desired AUMGenerate fresh leads and acquire clients through...
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Mutual Funds Executive
1 week ago
South Delhi, Delhi, Delhi, India KJAG & Associates Full timeManage and oversee daily operations related to mutual fund back office activities. - Managing Mutual Funds transaction processing for clients - Addressing investor queries and providing assistance as needed. - Online & Offline Form filling for various Platforms used for Investments. - Documentation for Various Investment Products like Mutual Funds, Stocks,...
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Direct Sales mutual Fund
2 weeks ago
Delhi, Delhi, India Arin Consultancy Full timeSales / Business Development / Client Servicing Mumbai, New Delhi, Bangalore, Hyderabad, Chandigarh _bangalore_, _Chandigarh_, _Delhi_, _Hyderabad_, _Mumbai Western Suburbs_ April 26, April 27, 2025 Mutual FundJob Overview:- Office Location (Area) Mumbai, New Delhi, Bangalore, Hyderabad, Chandigarh- Required Education Graduation- Course Type Full Time- Min...
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Executive Mutual Funds
3 weeks ago
Panchsheel Enclave, Delhi, Delhi, India Brivan Consultants pvt. ltd. Full timeUrgent Hiring for the position of Executive/Sr. Executive in Mutual Fund department. (Mutual Funds Experience required) - *Job description**: - Understand Clients Investments needs - Managing Mutual Funds transaction processing for clients - Updating of CRM and various other systems - Creating MIS, Reports, end of day reports - Relationship management with...
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RM- Mutual funds sales
2 weeks ago
Delhi, Delhi, India Waytogo Consultants Full timeTo 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 needsEnsuring...
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Mutual Fund Back Office
4 weeks ago
Delhi, Delhi, India MLAM INVESTECH PVT LTD Full timeJob role Back office person in a mutual fund distributor firm Execute mutual fund transactions on behalf of clients. Fill Mutual Fund forms Handle the mutual fund softwares Verify Various Transactions and report Excel Entries Make transaction reports for mutual funds, etc. Pay: ₹15,000.00 - ₹25,000.00 per month Schedule: - Day shift - Fixed...
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RM- Mutual funds sales
1 month ago
delhi, India Waytogo Consultants Full timeTo 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 needsEnsuring...
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Rm Mutual Fund Retail Hni Sales
6 days ago
Delhi, India Avani Consulting Full time**Roles and Responsibilities** a) Identify & touch base with existing & Acquisition of new client ,to get business from them, to increase net sales & AUM. Ensuring the overall wealth solutions to HNI customers by show casing all investment vehicles MF, PMS debt and equity, RE etc. **Perks and Benefits** - Role:_Retail Sales - Salary:_ 4.5-9.5 Lacs P.A. -...
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Mutual Fund
3 months ago
New Delhi, India RR Financial Consultant LTD Full time**We are urgently looking for Mutual Fund - Operation location based at Barakhamba Road, New Delhi** - Understanding of internal system. - Reconciliation of transactions between the exchange and back - Order placement into the exchange. - Updated with the regulator s norms. - Handling client queries / inspection queriLiaising with colleagues and other teams...
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Mutual Fund
4 weeks ago
New Delhi, India RR Financial Consultant LTD Full time**We are urgently looking for Mutual Fund - Operation location based at Barakhamba Road, New Delhi** - Understanding of internal system. - Reconciliation of transactions between the exchange and back - Order placement into the exchange. - Updated with the regulator s norms. - Handling client queries / inspection queriLiaising with colleagues and other teams...
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Backend Executive
3 days ago
Delhi, India Brivan Consultants pvt. ltd. Full timeUrgent Hiring for the position of Back Office Executive in Mutual Fund department. (Mutual Funds Experience required) **Job description**: - Understand Clients Investments needs - Managing Mutual Funds transaction processing for clients - Updating of CRM and various other systems - Creating MIS, Reports, end of day reports - Relationship management with...
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Corporate Sales
4 weeks ago
Delhi, Delhi, India Disha Investment Insurance Brokers Private Limted Full timeResponsible for driving new business with new and existing clients. To liaison and establish strong networks with sales, underwriting and product teams of General Insurance companies. Sales of General Insurance products - Fire, Marine, Motor, Burglary, Group Mediclaim, etc Acquire corporate clients and ensure closure of deals related to their General...
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Mutual Fund Distributor Executive
4 weeks ago
New Delhi, India 50Fin Private Limited Full timeThis role focuses on channel partner development across MFDs, Wealthtech and other financial distributors. - Drive sales growth by developing and maintaining positive relationships with channel partners and distributors. - Meet or exceed sales targets by developing and implementing sales plans and prioritizing activities to ensure targets are met. - Maintain...