Client Servicing mutual Fund(Mfd) bangalore

This 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...

Sales / Business Development / Client Servicing Bangalore _bangalore_ November 7, 2023 - November 7, 2024 Mutual Fund **Job Overview**: - **Office Location (Area) **Bangalore - **Salary Offer **5 - 7 LPA - **Course Type **Full Time - **Min Required Experience (Years) **3 - **Max Required Experience (Years) **3 **Function** : Customer Service &...

We are looking for a HNI sales Manager and IP mutual funds sales individual performers to source from market. Salary range can be matched and negotiated. First round Telephonic At least 2 yrs exp in sales of mutual funds mandate Attractive incentives with no Cap. Contact on 9606674521 ASAP **Salary**: ₹30,000.00 - ₹100,000.00 per...

Job Roles & Responsibilities: 1. New Clients: Existing Funds & Insurance Analysis. Data Collection for Income, Expenses, Assets and Liabilities. 2. Create Investment Proposals and Enter Data in to Software and Excel 3. Track Goals, Asset Allocation, SIP & STP Reconciliations 4. Create Review Reports and Portfolio Analysis and Product Notes 5. Share...

**Female | Salary: 20-30 K | Exp **:_**1-4 Years in Financial Services/Insurance/Banks**_ **| WFOffice| **Location**:SahakarNagar, BLR**(Nearby Prefer) | Qualification : Graduate - **Important : Work From Office | F2f Interviews in BLR(Not Online)**: - **Documenting Investment products : Mutual Funds, Stocks, FDs, Bonds, PMS**: - Work on different...

**About Groww** We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, and every algorithm down to the tiniest detail is executed keeping...

Head of Retail Sales, South – Mutual FundsLocation : BangalorePosition Grade : Vice President/ Sr Vice PresidentFunction : Mutual FundReports to : Chief Business OfficerReportees : 7-8Very Important Skills: Mutual Funds, Retail Sales,Client Profile:Client is an institutionalized multi-line and multi-asset financial services platform and the market leader...

Head of Retail Sales, South – Mutual Funds Location : Bangalore Position Grade : Vice President/ Sr Vice President Function : Mutual Fund Reports to : Chief Business Officer Reportees : 7-8 Very Important Skills: Mutual Funds, Retail Sales, Client Profile: Client is an institutionalized multi-line and multi-asset financial services platform and the...

Head of Retail Sales, South – Mutual FundsLocation : BangalorePosition Grade : Vice President/ Sr Vice PresidentFunction : Mutual FundReports to : Chief Business OfficerReportees : 7-8Very Important Skills: Mutual Funds, Retail Sales,Client Profile:Client is an institutionalized multi-line and multi-asset financial services platform and the market leader...

Hiring Senior professional within the AMC industry with at least 10 years of experience in Mutual Funds sales- Senior professional within the AMC industry with at least 10 years of experience in Mutual Funds sales- Responsible for growth of business in south India - both retail, partnerships and Institutional business- Generating innovative ideas for new...

This figure is presented as of September 30, 2018 and includes approximately $28 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated. **Job Description**: **Responsibilities**: - Undertake the...

Hi, Position: Mutual Fund Sales Location: Bengaluru Experience: 0 to 4 years Thanks & Regards Shashidhar SUMUKHA HR Solutions 9738638483 / 9066465916 **Job Types**: Full-time, Permanent **Salary**: ₹40,000.00 per month Schedule: - Day shift **Experience**: - 10 key typing: 5 years (preferred) Ability to Commute: - Banasankari 3rd Stage,...

Hi, This is Shashidhar from SUMUKHA HRSOLUTIONS, as per the discussion forwarding company details, kindly find the below. Position: Mutual Fund Sales Manager Location: Bengaluru Experience: 5 to 10 years Thanks & Regards Shashidhar SUMUKHA HR Solutions 9738638483 / 9066465916 **Job Types**: Full-time, Permanent **Salary**: ₹80,000.00 per...

About PhonePe Group:  PhonePe is India’s leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and...

Job title:  Product Development PERES Reporting and Analytics Vice President – Bangalore JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations worldwide. Information about JPMorgan Chase & Co. is available at . Description : The Private Equity and Real Estate Services is a team...

1. Presentable, good communication skill must know English, Hindi & Tamil, Kannada preferred 2. Excellent Typing skills in English (30 to 45 words per minute) 3. Minimum Education graduation (B. Com, BBA, B.Sc.,) 4. Some knowledge of mutual funds and insurance industry is preferred 5. Good computer knowledge. Should know Microsoft office - Word, Excel...

Critical Skills Required Relationship Management Influencing Skills Technical - Product Knowledge Presentation skills Interpersonal skills Effective Communication Result oriented with proper adherence to compliance Negotiation skills Competencies Required Role Purpose Role is to increase client base and maximize sales by planning and implementing...

Role Description : The performance of Fund Accounting related activities. Evaluates and reconciles complex funds including mutual, commingled, and collective for production of client month-end reports or for daily valuation. Verifies complex transactions, audits income reports within scheduled timeframes and resolves exceptions on a daily basis for fund...

Role Description:The performance of Fund Accounting related activities.Evaluates and reconciles complex funds including mutual, commingled, and collective for production of client month-end reports or for daily valuation. Verifies complex transactions, audits income reports within scheduled timeframes and resolves exceptions on a daily basis for fund...

Employer Description: JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in...