RM - Mutual Fund Sales
3 weeks ago
- 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 MF Products, enhancing and upgrading the Client Net worth relationships.
- Profiling customers and provide financial products to meet customer needs
- Ensuring the highest levels of service to the client /HNI customers
- Providing Investment planning and advice
- Achieving sales and revenue targets spread across product mix
- One point contact for the assigned customer
- Acquisition & Servicing of HNI/UHNI customers.
- Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with
in depth knowledge of Mutual Funds.
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Mutual Fund Sales
4 weeks ago
Chennai, India Sky Commodities Full timeThe mutual fund industry in India is a rapidly growing sector that offers a diverse range of investment products, caters to various investor profiles, and provides ample opportunities for sales professionals in a regulated and expanding market. **Designation**: BDE (Business development Executive) **Eligibility**: **Role and responsibility** Actively...
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Mutual Funds Trainer
6 days ago
Chennai, India AssetPlus Full timeWe are seeking a highly passionate and skilled mutual fund professional to join our team. This role is ideal for a professional who is deeply enthusiastic about mutual funds and possesses a keen interest in training and guiding intermediaries in understanding mutual fund strategies and concepts. This role will be pivotal in educating and empowering mutual...
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Mutual Funds Trainer
7 days ago
Chennai, India AssetPlus Full timeWe are seeking a highly passionate and skilled mutual fund professional to join our team. This role is ideal for a professional who is deeply enthusiastic about mutual funds and possesses a keen interest in training and guiding intermediaries in understanding mutual fund strategies and concepts. This role will be pivotal in educating and empowering mutual...
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Mutual Funds Trainer
7 days ago
chennai, India AssetPlus Full timeWe are seeking a highly passionate and skilled mutual fund professional to join our team. This role is ideal for a professional who is deeply enthusiastic about mutual funds and possesses a keen interest in training and guiding intermediaries in understanding mutual fund strategies and concepts. This role will be pivotal in educating and empowering mutual...
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Relationship Executive-mutual Funds
5 days ago
Chennai, India Happy Jobs Full timeWe are hiring Mutual Fund **Relationship Executives** for a leading AMC in **Chennai **and **Bengaluru**. **Responsibilities: -** - He/She will be responsible for sales and distribution of Mutual Fund through allocated channel partner. - He/She will be required to deliver the sales targets like new folio generation, IFA and KBPs empanelment, bank branch...
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Relationship Manager
2 weeks ago
Chennai, India AssetPlus Full timeAssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services sector. As a Relationship Manager- Mutual...
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Relationship Manager
2 weeks ago
chennai, India AssetPlus Full timeAssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services sector. As a Relationship Manager- Mutual...
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Relationship Manager
2 weeks ago
Chennai, India AssetPlus Full timeAssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services sector. As a Relationship Manager- Mutual...
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Valueplus Technologies
3 weeks ago
Chennai, India Valueplus Technologies Private Limited Full timeJob Description:We are seeking a highly passionate and skilled Mutual Fund professional to join our team. This role is ideal for a professional who is deeply enthusiastic about mutual funds and possesses a keen interest in developing mutual fund strategies, training, and guiding intermediaries in understanding mutual fund strategies and concepts. This role...
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Relationship Manager
1 week ago
Chennai, India AssetPlus Full timeAssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services sector.As a Relationship Manager- Mutual...
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Data Analyst- US Mutual Funds Operations
1 month ago
chennai, India Saaki Argus & Averil Consulting Full timeAbout Client: A leading financial research organization. Key Responsibilities: • Extract data from various data sources and enter it into a database • Monitor and perform quality assurance • Interact with a Scrum Team for identifying and resolving issues with automated processes. Skill Requirements: • Manage & monitor the end to end...
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Data Analyst- US Mutual Funds Operations
2 months ago
Chennai, India Saaki Argus & Averil Consulting Full timeAbout Client: A leading financial research organization. Key Responsibilities: • Extract data from various data sources and enter it into a database • Monitor and perform quality assurance • Interact with a Scrum Team for identifying and resolving issues with automated processes. Skill Requirements: • Manage & monitor the end to end Mutual Fund...
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Teamleader-sales(Mutual Funds)
6 days ago
Chennai, India Probity Consultancy Full time**Greetings from Probity Consultancy!!!** *As a Team Leader, you will be responsible for managing a team of 8 and overseeing client relationships. You will work closely with the team to ensure that all clients receive expert guidance and advice on investment and financial planning. To possess excellent leadership and communication skills. - The team leader...
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Mutual Fund Sales
1 month ago
Chennai, India HR7M Consultant Full timePosition **:HNI Relationship Managers** **Location: Chennai** **Roles and Responsibilities**: - Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition. - Managing client relationships and generating AUM from preferred clients. - Advising Affluent clients on their Investments and managing...
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Rm/pm Stores
1 month ago
Chennai, India Levim Biotech Full timeReceive raw material consignments against the Order. Conduct and lead physical inspection to verify quantity of raw material as per the invoice. - Ensure the material storage as per the layout & Identification of the materials as per the SOP , - Regular monitoring of the material storage room - relative humidity and temperature. - In case of rejection return...
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Chennai, India Talent Corner Full timeRoles and Responsibilities Acquisition of new customers Create & manage distribution franchise comprising individual agents, corporate distributors & brokers Achieve productivity & Sales targets - numbers & Value Strategy, New distributor tie-ups Market intelligence Desired Candidate /Any Graduate Min 2 yrs relevant exp Preferably RM's...
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Sales Support Executive
4 weeks ago
Chennai, India Schwing Stetter India Private Limited Full time**Roles & Responsibilities**: - Collection of Purchase orders from RM’s & Branch heads and proper filing with concerned documents. - Consult with RM’s & SM’s on order filing in SF and coordinate with the Salesforce administrator for SF-related information. - SF CDS updating in the absence of Regions Back Office supports. Be prepared to take charge of...
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WBP:CC-Product Sales RM
2 weeks ago
chennai, India Axis Bank Full timeWBP:CC-Product Sales RM 8 - 12 Years 1 Opening Chennai Role description WBP:CC-Product Sales RM INTERNAL USAGE: No. of Vacancies: Reports to: Regional Segment Head Is a Team leader? N Team Size: NA Grade: Manager/Sr. Manager Business: Corporate Banking ...
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WBP:CC-Product Sales RM
2 weeks ago
Chennai, India Axis Bank Full timeWBP:CC-Product Sales RM 8 - 12 Years 1 Opening Chennai Role description WBP:CC-Product Sales RM INTERNAL USAGE: No. of Vacancies: Reports to: Regional Segment Head Is a Team leader? N Team Size: NA Grade: Manager/Sr. Manager Business: Corporate Banking Department: � Wholesale Banking...
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Acquisition Rm-nri
1 month ago
Chennai, India IDFC FIRST Bank Full time**Role/Job Title**: Acquisition RM-NRI **Business**: Retail Banking **Function/ Department**: Retail Liabilities **Place of work**: Chennai **Job Purpose**: - Field role aligned to NRI Banking Vertical reporting into regional NRI Field Leadership - Responsible for developing customer acquisition strategies and driving customer acquisition for the...