Rm Mutual Fund Sales

19 hours ago

Kolkata, India Avani Consulting Full time

RM MF CEC/DET(B 2 C Channel)

**Position**: Relationship Manager

**Experience**: Minimum 1 Year direct or cross selling of Mutual Funds Sales Experience required.

Qualification:

- Any Graduation/ Preferred MBA

Job description: RM MF distribution expansion

To promote all the product line of Mutual Fund

To up sell Mutual Fund products to Retail/HNI Clients

To generate fresh leads and acquire clients through reference to shore up the clientele

To achieve sales and revenue targets spread across product mix

To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing

and upgrading the Client Net worth relationships

Profiling customers and provide Investment plan & financial advice to the client/HNI clients

Ensuring the highest levels of service to the client /HNI clients

One point of contact for the assigned client

To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients

through regular weekly / monthly calls

Qualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSI

Certification (mandatory): Must be NISM Certified

**Salary**: ₹400,000.00 - ₹600,000.00 per year

**Benefits**:

- Cell phone reimbursement
- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

**Education**:

- Bachelor's (required)

**Experience**:

- total work: 1 year (required)

**Speak with the employer**
+91 7386568139
- Health insurance

  • Rm Mutual Fund Sales B2C Hni Segment(Amc)

    19 hours ago

    Kolkata, India Avani Consulting Full time

    **Roles and Responsibilities** ,To promote all the product line of Mutual Fund,To up sell Mutual Fund products to Retail/HNI Clients,,To generate fresh leads and acquire clients through reference to shore up the clientele,, To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual...

  • Mutual Fund Advisor

    1 week ago

    Kolkata, West Bengal, India Work Panda Cooperation LLP Full time

    **Key Responsibilities**: - Assess clients' financial objectives, risk appetite, and investment needs. - Recommend suitable mutual fund products and portfolio strategies. - Monitor market trends, fund performance, and economic indicators to advise clients on investment opportunities. - Build and maintain long-term client relationships through regular...

  • Sales Exec

    7 days ago

    Rajarhat, Kolkata, West Bengal, India UPTALENT Full time

    Insurance and Mutual Fund Advisor *Job Summary:* We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills. The role involves advising clients on financial products, managing relationships, and achieving business targets. *Key Responsibilities:* - Advise clients on Life Insurance,...

  • Relationship Manager – Mutual Fund Sales

    2 days ago

    Bhawanipore, Kolkata, West Bengal, India Dv Insurance Broking Pvt Full time ₹ 1,50,000 - ₹ 3,00,000 per year

    Relationship Manager – Mutual Fund SalesLocation: Bhawanipur (Kolkata Department: Sales | Industry: Financial Services / Investment AdvisoryExperience: 06-Months to 3 YearsEmployment Type: Full-timeAbout the Role:We are looking for a dynamic and client-focused Relationship Manager to drive Mutual Fund Sales and investment solutions. The ideal candidate...

  • Passive Mutual Funds- Regional Sales Manager

    4 days ago

    Kolkata, India SaShr Consultants Full time

    Company Description We are hiring for one of the largest and well established mutual funds in India. Role Description The role is responsible for driving the growth of Passive Funds (ETFs and Index Funds) within the assigned zone through focused sales initiatives, distribution enablement, and strong relationship management. The incumbent will serve as the...

  • Passive Mutual Funds- Regional Sales Manager

    4 days ago

    Kolkata, India SaShr Consultants Full time

    Company DescriptionWe are hiring for one of the largest and well established mutual funds in India.Role DescriptionThe role is responsible for driving the growth of Passive Funds (ETFs and Index Funds) within the assigned zone through focused sales initiatives, distribution enablement, and strong relationship management. The incumbent will serve as the...

  • Passive Mutual Funds- Regional Sales Manager

    4 days ago

    Kolkata, India SaShr Consultants Full time

    Company DescriptionWe are hiring for one of the largest and well established mutual funds in India.Role DescriptionThe role is responsible for driving the growth of Passive Funds (ETFs and Index Funds) within the assigned zone through focused sales initiatives, distribution enablement, and strong relationship management. The incumbent will serve as the...

  • Relationship Managercec-mutual Fund Sales for

    7 days ago

    Kolkata, India Avani Consulting Full time

    **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 provide financial...

  • Passive Mutual Funds- Regional Sales Manager

    3 days ago

    Kolkata metropolitan area, India SaShr Consultants Full time

    Company Description We are hiring for one of the largest and well established mutual funds in India. Role Description The role is responsible for driving the growth of Passive Funds (ETFs and Index Funds) within the assigned zone through focused sales initiatives, distribution enablement, and strong relationship management. The incumbent will serve as the...

  • Passive Mutual Funds- Regional Sales Manager

    5 days ago

    Kolkata metropolitan area, West Bengal, India SaShr Consultants Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionWe are hiring for one of the largest and well established mutual funds in India.Role DescriptionThe role is responsible for driving the growth of Passive Funds (ETFs and Index Funds) within the assigned zone through focused sales initiatives, distribution enablement, and strong relationship management. The incumbent will serve as the...