Mutual Fund Specialist
11 hours ago
Job Description About the company LIC Mutual Fund is one of the well-known players in the asset management sphere. With a systematic investment discipline coupled with a high standard of financial ethics and corporate governance, it is emerging as a preferred Investment Manager amongst the investor fraternity. LIC Mutual Fund endeavors to create value for its investors by adopting innovative and robust investment strategies, catering to all segments of investors. Job Description Role- Area Manager Retail Sales- AMC background preferred. Locations- Goa, Vadodara, Jabalpur and Pimpri Chinchwad. JOB INTENT The position relies on relationship building and consultative selling. Researching and identifying sales opportunity, generating leads, target identification and classification. Reaching out to new customers and making presentations or pitches outlining the benefits of the product. This position reports to Regional Head. Job Specifications Relevant MF Retail Sales experience of 8 -10 years Preferably MBA from a reputed Institute (not Mandatory) Current good Networking with IFAS of the area Self-managed, highly driven by relationship management and revenue generation. JOB RESPONSIBILITIES Responsibility to achieve the overall area office Retail Sales targets (AUM targets & Market share) and facilitate growth through the development & implementation of an effective sales and marketing strategy as cascaded from the Corporate Sales and marketing team. Specifying market requirements for current and future products by conducting market research for the respective area office supported by on-going visits to clients Plan a strategic and feasible layout of the potential mapping of the entire area office. This should be done in alignment with the overall corporate plan. Achieve the targets as set by your reporting Manager which would change from time to time and would be communicated to you as decided by the Management Maintaining relationship with all potential and existing clients of the territory under his/her scope of supervision. Ensuring proper servicing and after sales support to clients Data reporting to management and gathering market intelligence Support and contribute towards the Area's revenue and profitability targets Build new clients and add market share as per targets set with your reporting Manager. Increase the market reach in and around the territory Gather competitive information and assimilate the same for further analysis Researching the market and related products; Presenting the product in the right light and in a structured professional way face-to-face. Ensuring all Compliance standards are met with while selling the product or reporting the product sale
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Head of Sales
12 hours ago
Bengaluru, India Capitalmind Mutual Fund Full timeJob Description Job Title: Head of Sales Company: Capitalmind Asset Management Private Limited WorkLocation: Bangalore (Work from Office) About Capitalmind: Capitalmind Asset Management Private Limited manages the Capitalmind Mutual Fund, seeded by its parent and sponsor, Capitalmind Financial Services Private Limited. Led by CEO Deepak Shenoy, we offer...
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Mutual Fund Sales and Marketing
3 weeks ago
Surat, India Saumit Group Full timeJob Description Company Description Saumit House is one of India's most reliable investment advisory firms, providing end-to-end investment solutions for individuals, families, and businesses. With a customer-first approach and access to top investment providers, Saumit ensures financial security by protecting assets. Trusted by thousands and backed by...
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Mumbai, India Tata Mutual Fund Full timeJob Description Job Description 10189 Responsible for managing the product lifecycle for our fee based and/ or third party products and Privately Managed Portfolios. 3. Development of long term plans to grow asset book, including enhancing the advisor experience, adding new mandates, product innovation and operational improvements 4. Monitor program sales...
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Mutual Fund Representative
1 week ago
India, Jabalpur PluginLive Full timeJob Description About the company LIC Mutual Fund is one of the well-known players in the asset management sphere. With a systematic investment discipline coupled with a high standard of financial ethics and corporate governance, it is emerging as a preferred Investment Manager amongst the investor fraternity. LIC Mutual Fund endeavors to create value for...
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Urgent Search! Senior Lead
4 weeks ago
Mumbai, India Tata Mutual Fund Full timeJob Description Job Description Major Deliverables Relationships with Investors / Corporates - Maintain and acquire new relationships with various capital market investors (Credit Funds, NBFCs, Financial Institutions, AIFs, FPIs, Banks, Family offices, Wealth Management Firms, Mutual Funds, Insurance Companies, PE Funds, etc.) - Maintain relationships with...
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[Only 24h Left] Relationship Manager
4 weeks ago
Delhi, India Kotak Mutual Fund Full timeJob Description Job Role - Meeting the Clients & developing Trust & relationship. - Customer interactive role with Portfolio Management experience. - Portfolio/Investment Engineers, who can help in designing portfolios. - Advice and suggesting different investment avenues to HNI clients. - Acquiring and catering to new HNI clients. - Growing the existing AUM...
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Regional Sales Manager
11 hours ago
Mumbai, India NJ Group Full timeJob Description About NJ Mutual Fund: NJ Mutual Fund is an asset management company (AMC), sponsored by NJ India Invest Private Limited, that offers mutual fund schemes to retail and institutional investors. The AMC was established in 2021 and is built on a highly distinctive and disciplined investment philosophy. Core Investment Philosophy: Rule-Based...
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Content Writer
2 weeks ago
India Quantum Mutual Fund Full time3 - 5 years Mumbai We’re looking for a Senior Content Writer(with Mutual fund industry experience) to research, write, proof - read, and publish on page & off page SEO friendly content. **Responsibilities**: KPI - Create the content roadmap and drive content asset creation across multiple digital touchpoints spanning across on page, off page and social...
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Finance Mutual Fund
4 weeks ago
Gurugram, Gurugram, India ZFunds Full timeJob Description Experience: 3+ years (Fintech only) Location: Gurugram, Haryana Job Type: Full-Time Education: Any Graduate Working Mode 6 days Working Hours -10AM -7PM Domain- BFSI (good to have) About the Role We are looking for a Finance Content Writer who can craft compelling and engaging content for fintech audiences. The ideal candidate will have...
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Mutual Fund Team Lead
4 weeks ago
Gurugram, Gurugram, India ZFunds Full timeJob Description Job Title; Sales Team Lead Experience; 4-5 years Job Location: Gurgaon Immediate Joiner Mon - Sat working Education Qualification:Graduate and above Kindly share your resume at [Confidential Information] Role & Responsibility: - Train & motivate all the Financial Counsellor and guide him to achieve all the business number for the month. Along...
