Relationship Executive-mutual Funds

3 weeks ago


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 activation.
- Maintaining good relations with clients to further procure and build business.
- All designated Sales & Marketing coordination activities.
- Achieve targeted new client / new SIP additions.
- Assist in evaluating market trends and gather competitive information.
- Ensure effective, efficient and error free Data collation and analysis.
- Consistent Sales reporting to the designated line of reporting.
- Build dynamic,effective and error free database which would be consistently reported to the designated line of reporting and in line with the timelines of the designated reporting guidelines.
- Ensure all activities are in line within the framework of statutory guidelines.

**Requirements**:

- Graduate from a recognised university.
- 6 month to 2 years experience in Mutual Fund sales.
- NISM certification is mandatory.
- In-depth knowledge about mutual funds.
- Good communication skills.
- Excellent customer handling and convincing skills.
- Ability to forge profound working relationships.

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹22,000.00 - ₹33,000.00 per month

Schedule:

- Day shift
- Morning shift

Ability to commute/relocate:

- Chennai - 600002, Tamil Nadu: Reliably commute or planning to relocate before starting work (preferred)

License/Certification:

- NISM certification (required)

Application Deadline: 18/01/2023
Expected Start Date: 02/02/2023


  • Relationship Manager

    1 month 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

    1 month 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

    1 month 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...

  • Mutual Fund Sales

    2 months 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...

  • Relationship Manager

    4 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...

  • Mutual Funds Trainer

    4 weeks ago


    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...

  • Mutual Funds Trainer

    4 weeks ago


    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...

  • Mutual Funds Trainer

    4 weeks ago


    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 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, Tamil Nadu, 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...


  • 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 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 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...

  • Mutual Fund Sales

    2 months 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...

  • Relationship Manager

    10 hours ago


    Chennai, Tamil Nadu, 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

    4 hours ago


    Chennai, Tamil Nadu, 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 ManagerMutual Funds,...

  • Relationship Manager

    3 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...


  • Anna Salai, Chennai, Tamil Nadu, India Winture Edtech Private Limited Full time

    Designation : Relationship Managers, Relationship Executive Salary : 13000-36000 based on your relevant skills and experience plus incentives Timing : Regular shift Location : Chennai, Bengaluru and Thanjavur Experience : Freshers and experienced can attend Skills : Superb communication skills, Comfortable making cold calls, Confident in handling...


  • Chennai, India HOLISTICINVESTMENT.IN Full time

    You can reach them by phone at** 91-44-42030722** or through **Trainee/Executive - Customer Relationship Executive**: **Gender**:Male **Qualification**:UG / PG Degree (With Financial Background **Experience**:1 - 2yrs **Location**: Chennai **Key Skills**: - Good Communication in English. - Computer Knowledge. - Good Knowledge in Microsoft Excel and...


  • Anna Salai, Chennai, Tamil Nadu, India Winture Edtech Private Limited Full time

    Designation : Relationship Managers, Relationship Executive Salary : 16000-37000 based on your relevant skills and experience plus incentives Timing : Regular shift Location : Chennai, Bengaluru and Thanjavur Experience : Freshers and experienced can attend Skills : Superb communication skills, Comfortable making cold calls, Confident in handling...