Kotak Mutual Fund | Relationship Manager | delhi

Job RoleCustomer interactive role with Portfolio Management experience.Advice and suggesting different investment avenues to HNI clients.Acquiring and catering to new HNI clients.Growing the existing AUM book size.Products- Mutual Fund/ PMS/AIF.Job RequirementsKnowledge of personal finance (Taxation, Deductions & Benefits)Knowledge of financial products...

At Kotak Mutual Fund, we're committed to helping our High Net Worth (HNI) clients achieve their financial goals through expert portfolio management. As an Investment Opportunities Specialist, you will play a vital role in this endeavor.About the RoleThis is a customer-facing position that requires strong interpersonal skills and a deep understanding of...

Job Title: Sales Director for Equity Mutual FundsEstimated Salary Range: ₹15,00,000 - ₹25,00,000 per annum (dependent on experience)Company OverviewTaurus Mutual Fund is a leading private sector mutual fund with over 30 years of experience in creating wealth for its investors. With a strong presence across all demographics and a distribution network...

What you will Do?•As a part of the Alliances team you will be responsible for developing & managing the key accounts for the company with National Distributors.•Effective and productive engagement with the Partners.•Achieve the Gross Sales and Net Sales Budget for the required channel.•Responsible for on boarding of Axis Mutual Fund and Alternate...

Job Role Customer interactive role with Portfolio Management experience.Advice and suggesting different investment avenues to HNI clients.Acquiring and catering to new HNI clients.Growing the existing AUM book size.Products- Mutual Fund/ PMS/AIF.Job RequirementsKnowledge of personal finance (Taxation, Deductions & Benefits)Knowledge of financial...

Job RoleCustomer interactive role with Portfolio Management experience.Advice and suggesting different investment avenues to HNI clients.Acquiring and catering to new HNI clients.Growing the existing AUM book size.Products- Mutual Fund/ PMS/AIF.Job RequirementsKnowledge of personal finance (Taxation, Deductions & Benefits)Knowledge of financial products...

Job RoleCustomer interactive role with Portfolio Management experience.Advice and suggesting different investment avenues to HNI clients.Acquiring and catering to new HNI clients.Growing the existing AUM book size.Products- Mutual Fund/ PMS/AIF.Job RequirementsKnowledge of personal finance (Taxation, Deductions & Benefits)Knowledge of financial products...

Job Role Customer interactive role with Portfolio Management experience.Advice and suggesting different investment avenues to HNI clients.Acquiring and catering to new HNI clients.Growing the existing AUM book size.Products- Mutual Fund/ PMS/AIF.Job RequirementsKnowledge of personal finance (Taxation, Deductions & Benefits)Knowledge of financial...

Job RoleCustomer interactive role with Portfolio Management experience.Advice and suggesting different investment avenues to HNI clients.Acquiring and catering to new HNI clients.Growing the existing AUM book size.Products- Mutual Fund/ PMS/AIF.Job RequirementsKnowledge of personal finance (Taxation, Deductions & Benefits)Knowledge of financial products...

Job Role Customer interactive role with Portfolio Management experience. Advice and suggesting different investment avenues to HNI clients. Acquiring and catering to new HNI clients. Growing the existing AUM book size. Products- Mutual Fund/ PMS/AIF. Job Requirements Knowledge of personal finance (Taxation, Deductions & Benefits) ...

Job RoleCustomer interactive role with Portfolio Management experience.Advice and suggesting different investment avenues to HNI clients. Acquiring and catering to new HNI clients.Growing the existing AUM book size.Products- Mutual Fund/ PMS/AIF.Job RequirementsKnowledge of personal finance (Taxation, Deductions & Benefits)Knowledge of financial products...

Job Role Customer interactive role with Portfolio Management experience. Advice and suggesting different investment avenues to HNI clients. Acquiring and catering to new HNI clients. Growing the existing AUM book size. Products- Mutual Fund/ PMS/AIF. Job Requirements Knowledge of personal finance (Taxation, Deductions & Benefits) Knowledge of financial...

Job RoleCustomer interactive role with Portfolio Management experience.Advice and suggesting different investment avenues to HNI clients. Acquiring and catering to new HNI clients.Growing the existing AUM book size.Products- Mutual Fund/ PMS/AIF.Job RequirementsKnowledge of personal finance (Taxation, Deductions & Benefits)Knowledge of financial products...

Job Role- Customer interactive role with Portfolio Management experience.- Advice and suggesting different investment avenues to HNI clients.- Acquiring and catering to new HNI clients.- Growing the existing AUM book size.- Products- Mutual Fund/ PMS/AIF.Job Requirements- Knowledge of personal finance (Taxation, Deductions & Benefits)- Knowledge of financial...

About the RoleAt Kotak Mutual Fund, we are seeking a highly skilled Strategic Asset Allocator to join our team. As a key member of our Portfolio Management team, you will play a crucial role in advising and suggesting different investment avenues to High Net Worth Individuals (HNI) clients.About YouWe are looking for an individual with strong customer...

Urgent Hiring for the position of Back Office Executive in Mutual Fund department. (Mutual Funds Experience required) **Job description**: - Understand Clients Investments needs - Managing Mutual Funds transaction processing for clients - Updating of CRM and various other systems - Creating MIS, Reports, end of day reports - Relationship management with...

**Job Title: Tele Sales Executive (Mutual Funds)** **Job Summary**: We are seeking a dynamic and results-oriented Tele Sales Executive to join our mutual fund distribution office. - As a Tele Sales Executive, you will be responsible for contacting potential clients, explaining mutual fund investment opportunities and persuading them to invest in mutual fund...

Urgent Hiring for the position of Back Office Executive ( Mutual Fund ) Job description - Understand Clients Investments needs - Managing Mutual Funds transaction processing for clients - Updating of CRM and various other systems - Creating MIS, Reports, end of day reports - Relationship management with fund house RMs - Prepare Financial plans for clients...

Designation - Mutual Fund Executive Responsibility - 1. Investments form filling (KYCform/SIP/transmission/Updation form etc.) 2. Manage operation related to the sub broker company. 3. Knowledge of NSE\BSE Portal. 4. Clients handling/follow-up with the client regarding theirinvestment or monthly installment pending etc. 5. Documents management (KYC...

Job DescriptionJob Title- Relationship ManagerDivision & Department - Sales, Institutional SalesWho 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...