Mutual Funds Sales

**Job ID**: Mutual Fund Sales **Role**: Mutual Fund Sales **Department**: Mutual Fund Distribution **Location**: Andheri East, Mumbai, Maharashtra **Designation**: To Be Discussed **Reporting structure for the position**: Head - Mutual Fund Distribution **No of Position Vacant**: 1 - Acquiring clients for Online MF channel - Cross marketing of other...

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...

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...

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...

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...

**Responsibilities**: - Excel Data Analysis: Utilize advanced Excel functions, formulas, and macros to manipulate and analyze large datasets related to mutual funds, including historical performance data, portfolio holdings, fund flows, and investor demographics. - Investment Research: Conduct thorough research on various mutual funds, analyzing their...

**Job ID**: Mutual Fund Operations **Role**: Mutual Fund Operations **Department**: Mutual Fund Distribution **Location**: Andheri East, Mumbai, Maharashtra **Designation**: Executive to Associate Manager **Reporting structure for the position**: Head - Mutual Fund Distribution **No of Position Vacant**: 1 - Handling bidding process of IPO/NCD/Bonds -...

Roles and Responsibilities   Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile   Should have 1 to 2 year of experience, Candidate...

Roles and Responsibilities   Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile   Should have 1 to 2 year of experience,...

Managing day to day mutual fund operations. Answer all incoming calls, solving queries related to mutual fund & other products. Preparing Financial & Non-financial transactions lot Solving daily activity cases assigned **Job Types**: Full-time, Permanent **Salary**: ₹18,000.00 - ₹30,000.00 per month Schedule: - Day shift **Experience**: - total...

Description: **OBJECTIVE**: Consult clients to buy/sell their bonds through the bondskart platform by using our in-house analytics and preparing pitches tailored to meet each client's investment requirements. **RESPONSIBILITIES & TASKS**: 1. Client Handling 2. Consult them financially on the latest trends in domestic bond market 3. Solve their concerns...

**- Research backed tactical calls on specific themes, sector and fund concepts with the Mutual Funds space. - Pivotal role in tracking the performance of Equity & Hybrid Mutual Fund - Proven ability in conducting webinars on different MF topics for clients - Deftly developed a presentation for Investor Education program, Market review, Internal Performance...

Lower Parel Mumbai SALARY max UPTO 6 LPA - Shift Timing: 9am to 6pm Mon to Sat working. - age limit: 30 years - Qualification: - Graduate Work experience: 2-5 years of experience in client interaction role in a service industry Relevant experience in a Mutual Fund/PMS/ Asset management company or servicing in a wealth management firm About Firm - Firm...

Responsible for Mutual Funds selection, propose recommendations after interactions with Fund houses on an on-going basis Detailed portfolio & strategy analysis of Mutual Funds, recommend from a forward-looking perspectivePreparing strategy notes along with reports on recommended funds Customized wealth management research activities like risk profiler, goal...

Responsible for Mutual Funds selection, propose recommendations after interactions with Fund houses on an on-going basis Detailed portfolio & strategy analysis of Mutual Funds, recommend from a forward-looking perspectivePreparing strategy notes along with reports on recommended funds Customized wealth management research activities like risk profiler, goal...

Sales / Business Development / Client Servicing Mumbai _Mumbai Western Suburbs_ February 22, 2024 - February 22, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Mumbai - **Required Education **Graduation - **Course Type **Full Time - **Min Required Experience (Years) **5 - **Max Required Experience (Years) **0 Roles and...

**Job description**: **Roles and Responsibilities** 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...

To up sell MF products to Retail/HNI/ Wealth 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 MF Products, enhancing and upgrading the Client Net worth relationships.· Profiling customers and provide financial products to meet...

CRISIL is hiring for Mutual Fund Research Analyst .Quantitative Research: Performance calculation, historical trends in performance across various categories of mutual fund (MF) / Analysis of Schemes, Fund Managers and Asset Management Companies (AMCs), pension or provident funds, based on performance, performance attribution and portfolio-based...

CRISIL is hiring for Mutual Fund Research Analyst .Quantitative Research: Performance calculation, historical trends in performance across various categories of mutual fund (MF) / Analysis of Schemes, Fund Managers and Asset Management Companies (AMCs), pension or provident funds, based on performance, performance attribution and portfolio-based...