Rm Mutual Fund Retail Hni Sales

**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...

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...

Job Title: Relationship Manager - Mutual FundsAs a Relationship Manager - Mutual Funds, you will be responsible for building and maintaining relationships with high net worth individuals (HNIs) and ultra-high net worth individuals (UHNIs) to provide them with investment advice and portfolio management services.Key Responsibilities:Understand the markets and...

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...

Job Title: Institutional SalesAt Kotak Mutual Fund, we are seeking a highly motivated and experienced Institutional Sales professional to join our team.Job Responsibilities:We are looking for a sales professional who can engage with institutional and corporate clients, manage corporate distribution and sales, and mobilize revenue growth. The ideal candidate...

Job DescriptionAs a Relationship Manager for Mutual Funds and PMS, you will be responsible for understanding the markets and providing technical and fundamental stock market reports to HNI/UHNI clients. Your goal will be to generate direct brokerage revenues by advising various trading and stock ideas based on the market to the clients. You will also be...

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...

Company: Asset Management Company (Mutual Fund) - **Job Specification**_ **Position Title**: Relationship Manager - PMS- IFA/RB **Department**: Retail Sales **Sub-Department**: PMS Business Development **Reporting Manager**: Zonal Head - Retail Sales and Distribution/ Head - PMS Business Development **Demographics Role TM**: - PMS Business...

**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...

Job Title: Relationship Manager B2C RetailJob Summary:We are seeking a skilled Relationship Manager to join our team at Tipsons Financial Services Limited. As a Relationship Manager, you will be responsible for expanding our client base in the B2C Retail segment.Key Responsibilities:To meet and onboard new clients for investing in Fixed Income Products and...

Manage 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,...

**Job Role: RM/PRM/SPRM(Asst. RM)** **Key Responsibilities**: **Maintain Customer Relationship** - Build sustainable relationships and trust with customer via open and interactive communication - Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the business plan - Explain customized proposition...

Job 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...

Urgent opening in Wealth Manager_B2C RetailJob Description:-B2C RetailThe candidate will be responsible for expanding client base of group with following responsibilities1. To meet and on board new clients for investing inFixed Income Products and Mutual Funds.2. Regular Sales Visit3. Cold call to arrange meetings with potential customers to prospects for...

**Company**:Asset Management (Mutual Fund) **Location**:Delhi **Job Specification**: **Position Title**: Relationship Manager Grade: AM - Assistant Manager / K - Deputy Manager **Department**: Retail Sales **Sub-Department**: Retail Sales Immediate Supervisor’s **Position Title**: Channel Head/Channel Manager/Cluster Manager/ Branch...

**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...