Mutual Fund Sales Executive
2 months ago
**We have an urgent opening for Relationship Manager (Mutual Fund Advisor into Sales) Position for Vile Parle, Mumbai location**
Company Details: Renowned Stock Broking Company
Relevant Job Experience : 4+ Years
**Relationship Manager -**
- Any Graduate with minimum experience of 3-4+ years experience in distribution knowledge in sales of Mutual Fund.
- Experience In managing HNI or Ultra HNI clients in wealth outfit.
- Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization.
- Aptitude towards delivering high quality customer service with good organizational and interpersonal skills.
- Receives phone calls from mutual funds companies regarding investment balancing items that have rejected or pended.
- Manually places investment request, online and offline.
- Mailing the statements/Holding Reports to clients every month.
- Managed Clients Portfolio/data over the software Omni Financial Services.
- Experience Should be an investment expert and provide Mutual Funds investment options to customers based on their financial requirement.
- Provide personalised financial services and investment advice based on individual client needs so that they can make informed investment decisions.
- Responsible for acquiring & upselling to quality clients through networking database and market intelligence and be the one point of contact for these high net-worth clients. Conduct regular meetings and follow ups to understand client needs and preferences. Analyse client portfolios and financial situations to provide personalised investment advice.
- Recommend suitable mutual fund products based on clients’ financial goals and risk tolerance.
- Promote Sales of Mutual Funds - Should be able to acquire privilege clients and able to sales of MF or any other TPP as required.
- Maintain records of business on internal software CRM etc. Stay current on industry trends, regulatory changes, market dynamics and ensure adherence to regulatory requirements and company policies to maintain highest standards of ethical conduct. Work closely with internal teams to ensure alignment of sales efforts with overall business objectives.
- Maintain a positive, professional demeanour and ensure highest levels of service to the client / HNI customers.
- Regular follow-up with all potential leads across products for effective conversion. Provide back office support / guidance as and when required
**NISM Certificate would be added advantage**
Warm regards,
**Unnati K.**
LinkedIn:
**Job Types**: Full-time, Permanent
Pay: ₹30,000.00 - ₹45,000.00 per month
**Benefits**:
- Provident Fund
Schedule:
- Day shift
Supplemental Pay:
- Commission pay
**Education**:
- Bachelor's (preferred)
**Experience**:
- Business development: 1 year (preferred)
- Lead generation: 1 year (preferred)
- total work: 1 year (preferred)
- Sales: 1 year (preferred)
**Language**:
- English (preferred)
Work Location: In person
**Speak with the employer**
+91 7304055494
-
Mutual Fund Sales Executive
3 months ago
Andheri, Mumbai, Maharashtra, India Mutual fund Full timeWork from office - Location: Andheri, Mumbai - Graduation is mandatory - English+ Hindi languages preferred - Age limit:30 - Offline interview - Mutual funds sales executive with 1-2 years of experience is a must - Contact on WhatsApp: 7019815945 **Job Types**: Full-time, Permanent, Fresher Pay: ₹300,000.00 - ₹400,000.00 per year **Benefits**: -...
-
Kotak Mutual Fund | Operations Manager | mumbai
4 weeks ago
mumbai, India Kotak Mutual Fund Full timeResponsibilitiesThe 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 process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips.To process...
-
Kotak Mutual Fund | Operations Manager | mumbai
4 weeks ago
mumbai, India Kotak Mutual Fund Full timeResponsibilities 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 process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips. To...
-
Kotak Mutual Fund | Operations Manager | mumbai
4 weeks ago
mumbai, India Kotak Mutual Fund Full timeResponsibilities 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 process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips. To...
-
Sales Executive
3 months ago
Andheri, Mumbai, Maharashtra, India R.S. Placement Consultant Full time**Job Overview**: **Key Responsibilities**: **Sales and Client Acquisition**: - Achieve individual sales targets for mutual fund products. - Identify and acquire new clients through various sales channels, including cold calling, networking, and referrals. - Educate potential clients on the benefits of mutual funds and tailor investment solutions to their...
-
mumbai, India Kotak Mutual Fund Full timeJob ResponsibilitiesProvide prompt courteous and excellent service to all customers and operate in accordance with the company’s Statement of Business practicesWill review the marketing materials/product promotion materialsResponsible for compilation of various reports/ information as statutorily required to be maintained, for submission to various...
-
mumbai, India Kotak Mutual Fund Full timeJob Responsibilities Provide prompt courteous and excellent service to all customers and operate in accordance with the company’s Statement of Business practices Will review the marketing materials/product promotion materials Responsible for compilation of various reports/ information as statutorily required to be maintained, for submission to various...
-
Axis Mutual Fund | Company Secretary
1 week ago
Mumbai, India Axis Mutual Fund Full timeWho we Are?Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities.Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable...
-
Axis Mutual Fund | Company Secretary
1 week ago
mumbai, India Axis Mutual Fund Full timeWho we Are?Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities.Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable...
-
Axis Mutual Fund | Company Secretary
1 week ago
mumbai, India Axis Mutual Fund Full timeWho we Are?Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities.Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable...
-
Axis Mutual Fund | Company Secretary
1 week ago
mumbai, India Axis Mutual Fund Full timeWho we Are? Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities. Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable...
-
mumbai, India Canara Robeco Mutual Fund Full timeTrack and analyze the economy and markets, conduct fundamental research on companies of various sectors and provide critical information to the Fund Managers which should help funds outperform the benchmark. Be abreast with the evolving economic environment with analysis on factors including liquidity, credit demand, primary issuances, secondary market...
-
mumbai, India Canara Robeco Mutual Fund Full timeTrack and analyze the economy and markets, conduct fundamental research on companies of various sectors and provide critical information to the Fund Managers which should help funds outperform the benchmark. Be abreast with the evolving economic environment with analysis on factors including liquidity, credit demand, primary issuances, secondary market...
-
mumbai, India Canara Robeco Mutual Fund Full timeTrack and analyze the economy and markets, conduct fundamental research on companies of various sectors and provide critical information to the Fund Managers which should help funds outperform the benchmark. Be abreast with the evolving economic environment with analysis on factors including liquidity, credit demand, primary issuances, secondary market...
-
Mutual Fund Operation Executive
4 weeks ago
Andheri, Mumbai, Maharashtra, India Quantsapp Private Limited Full time**What you will work on: Mutual Fund Operations** - As a Mutual Fund Operations executive, you will be responsible for smooth running of day-to-day operations - Maintaining MIS and accurate records of investor details, transactions, and other relevant information - Managing internal escalations, customer queries, and regulatory complaints - Sending portfolio...
-
Mutual Fund Executive
6 days ago
Lower Parel, Mumbai, Maharashtra, India BTW Financial Services & Imf Pvt Ltd Full timeLead and mentor a team of mutual fund advisors, ensuring targets are met and fostering a collaborative environment. - Develop strategies to expand the client base, generate leads, and convert them into long-term clients while achieving sales targets. - Advise clients on mutual funds, SIPs, and investment decisions, building long-term relationships for repeat...
-
Operation Executive
2 weeks ago
Andheri, Mumbai, Maharashtra, India Quantsapp Private Limited Full time**About Us** Quantsapp already has a large user base of **1.8 million** HNI Traders who use & admire the Quant analytics offerings. Founded by Shubham Agarwal, Quantsapp Wealth is a first of a kind initiative of offering **Quant Analytics in Mutual Funds**. With machine taking over investing activities globally, we are the first movers in this domain with a...
-
Mutual Fund
6 months ago
Mumbai, Maharashtra, India Wehire Talent Solutions Full timeWehire Talent Solutions is hiring for chat Immediate joining Location : Mahape ( Navi Mumbai ) Nippon - Mutual Fund Graduate with min. 6 months to 1 year of BPO Experience Good Communication (Versant4) Fixed Day shift 8am to 8pm - any 9 hours shift window 1 Rotational Off Salary - 18000 inhand, 22000 CTC 2. RBT & Outbound Outbound Sales Graduate...
-
Mutual Fund Advisor
2 months ago
Andheri, Mumbai, Maharashtra, India Quantsapp Private Limited Full time**About Us** Quantsapp already has a large user base of **1.8 million** HNI Traders who use & admire the Quant analytics offerings. Founded by Shubham Agarwal, Quantsapp Wealth is a first of a kind initiative of offering **Quant Analytics in Mutual Funds**. With machine taking over investing activities globally, we are the first movers in this domain with a...
-
Mutual Fund Advisor
2 months ago
Andheri, Mumbai, Maharashtra, India Quantsapp Private Limited Full time**About Us** Quantsapp already has a large user base of **1.8 million** HNI Traders who use & admire the Quant analytics offerings. Founded by Shubham Agarwal, Quantsapp Wealth is a first of a kind initiative of offering **Quant Analytics in Mutual Funds**. With machine taking over investing activities globally, we are the first movers in this domain with a...