Rm Mutual Fund Retail Hni Sales

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 Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needsEnsuring...

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 Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needsEnsuring...

**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...

**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...

**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...

Understand 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...

**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...

Experience: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...

Sales / 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 -...

Job RoleMeeting the Clients & developing Trust & relationship.Customer interactive role with Portfolio Management experience.Portfolio/Investment Engineers, who can help in designing portfolios.Advice and suggesting different investment avenues to HNI clients. Acquiring and catering to new HNI clients.Growing the existing AUM book size.Products Mutual Fund/...

Sales / 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...

Urgent 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...

ResponsibilitiesThe ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and DMat holdings.Execution of Funds Settlement of HNI & NRI clients.Toprocess closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips.To process...

Responsibilities The ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and DMat holdings. Execution of Funds Settlement of HNI & NRI clients. To processclosure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips. To process...

Urgent 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...

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...

Preferred RM HeadSUMMARY : -The Preferred RM Head is the ultimate face of our Preferred vertical, 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...

**Urgent Hiring for the position of Back Office Executive ( Mutual Fund )** **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 fund house RMs - Prepare Financial plans for...

Urgent Hiring for the position of Back Office Executive ( Mutual Fund ) 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 fund house RMs - Prepare Financial plans for clients...

Job Responsibilities:The ideal candidate shall be responsible to conduct training interventions for MFD’s, National Distributors, Banks, Employees etc. pre-dominantly in Delhi NCR, Haryana, Himachal, Punjab, Rajasthan.Training could be conducted virtually or classroom intervention and the candidate should be willing to travel to various locations across...