Mutual Fund Sales

1 month ago


Chennai, India HR7M Consultant Full time

Position **: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 their overall financial portfolio and deepening the wallet from existing clients
- To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.
- To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement.
- To conduct and assist in organizing seminars, workshops and other business development activities.

**Salary**: ₹1,400,000.00 - ₹2,500,000.00 per year

**Benefits**:

- Health insurance
- Paid sick time
- Provident Fund

Schedule:

- Day shift
- Fixed shift
- Morning shift

Supplemental pay types:

- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- Chennai, Tamil Nadu: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- HNI clients: 5 years (preferred)

Work Location: In person

**Speak with the employer**
+91 8668167883


  • Mutual Fund Sales

    4 weeks ago


    Chennai, India Sky Commodities Full time

    The 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...


  • Chennai, India AssetPlus Full time

    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 training and guiding intermediaries in understanding mutual fund strategies and concepts. This role will be pivotal in educating and empowering mutual...


  • Chennai, India AssetPlus Full time

    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 training and guiding intermediaries in understanding mutual fund strategies and concepts. This role will be pivotal in educating and empowering mutual...


  • chennai, India AssetPlus Full time

    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 training and guiding intermediaries in understanding mutual fund strategies and concepts. This role will be pivotal in educating and empowering mutual...


  • Chennai, India Happy Jobs Full time

    We 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...

  • Relationship Manager

    2 weeks ago


    chennai, India AssetPlus Full time

    AssetPlus 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...

  • Relationship Manager

    2 weeks ago


    Chennai, India AssetPlus Full time

    AssetPlus 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...

  • Relationship Manager

    2 weeks ago


    Chennai, India AssetPlus Full time

    AssetPlus 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...


  • Chennai, India Valueplus Technologies Private Limited Full time

    Job 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...


  • Chennai, India AssetPlus Full time

    AssetPlus 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...


  • chennai, India Saaki Argus & Averil Consulting Full time

    About 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...


  • Chennai, India Saaki Argus & Averil Consulting Full time

    About 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...


  • 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...

  • Sales Executives

    4 weeks ago


    Chennai, India Hubble Web Full time

    As a Sales Executive in an investment company, your job responsibilities would involve overseeing and managing a team of sales professionals who are responsible for selling the company's investment products and services. Here are some key responsibilities you might have in this role: 1. Team Management 2. Sales Strategy and Planning 3. Training and...

  • Sales Executive

    4 weeks ago


    Chennai, India Hubble Web Full time

    As a Sales Executive in an investment company, your job responsibilities would involve overseeing and managing a team of sales professionals who are responsible for selling the company's investment products and services. Here are some key responsibilities you might have in this role: 1. Team Management 2. Sales Strategy and Planning 3. Training and...


  • chennai, India Paradise Placement Consultancy Full time

    Job Description: POSITION: Relationship Manager – Retail Sales Reports to (Position): Channel Head/Cluster Head/Zonal Head – Retail SalesPosition Purpose: Working with distributors across assigned channels to achieve continuous and sustainedsubscription to organization’s funds. Ensuring adequate mix of product sales to achieve...


  • chennai, India Paradise Placement Consultancy Full time

    Job Description: POSITION: Relationship Manager – Retail Sales Reports to (Position): Channel Head/Cluster Head/Zonal Head – Retail SalesPosition Purpose: Working with distributors across assigned channels to achieve continuous and sustainedsubscription to organization’s funds. Ensuring adequate mix of product sales to achieve...


  • Chennai, India Waytogo Consultants Full time

    Responsible for generation of revenues through sale of CASA, Assets and Third Party Products like Insurance, Mutual Funds, Online Trading , Demat Accounts etc through the Sales Channel.Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for theBranch and meet the Value, Volume and channel Productivity metrics.Responsible...


  • Chennai, India Waytogo Consultants Full time

    Responsible for generation of revenues through sale of CASA, Assets and Third Party Products like Insurance, Mutual Funds, Online Trading , Demat Accounts etc through the Sales Channel.Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for theBranch and meet the Value, Volume and channel Productivity metrics.Responsible...


  • Chennai, India Valueplus Technologies Private Limited Full time

    We are seeking a highly passionate and skilled investment strategist to join our team. This role is suitable for candidates with 7+ years of experience in research, product, or business development functions within mutual funds, advisory, wealth management, private banks, financial media, or rating agencies.Roles and Conceptualization and Development:-...