Sales & Operation- Mutual Fund

**Duties/ Key Responsibilities** - Researching & amp; preparing prospective client lists - Marketing in the field - Pan India by giving the company presentations - Following & amp; converting the sales leads at the micro level - Periodic formal visits at the company’s ongoing sites - Overseeing the overall ongoing projects & amp; reporting to Directors -...

Job Description Job Description 10326 To underwrite and manage the portfolio in assigned branch/location 1. Review and assess a broad range of complex loan applications within defined guidelines and accordingly take decision or recommend for approval to higher authorities. 2. Under write proposals as per the laid down policies & procedure to honor the agreed...

Job Description Job Description Key Responsibilities1. Sales Leadership & Team Management Lead, mentor, and motivate a team of Relationship Managers/ Sales Officers. Set monthly targets, track performance, and drive productivity across the team. Conduct regular field visits, joint calls, and performance reviews. 2. Business Development & Territory Expansion...

**Responsibilities**: Client Acquisitions Attend leads, understand profile of client and their needs to convert them into investments. Give recommendation of mutual funds or portfolios to the clients as per their investment objectives. Analyze and Manage client’s portfolios. Build and maintain the client base. Client Support Understand their queries...

**Sales Assistant **is an expert who is reliable for the growth of their Career. They work with their sales group to create mutually profitable proposals, deal with contract terms, and communicate actually with stakeholders. **Job Profile**: Generate Business Advisor Activation. Partners with advisor to ensure adherence to performance standards. Recruit and...

Job description: - Sales EngineerFor a sales executive role, the job description should emphasize learning and development, focusing on building foundational sales skills, understanding customer needs, and contributing to sales targets under the guidance of experienced team members.Responsibilities:o Participate in sales training programs to enhance core...

Role DefinitionResponsible for driving revenue growth by developing and executing strategic sales plans, and providing market intelligence to contribute to the overall marketing strategy, ensuring the mutual success of both the individual and the organization.Responsibilities / Key DeliverablesSales Strategy & PlanningDevelop and present monthly sales...

**Responsibilities**: Client Acquisitions Attend leads, understand profile of client and their needs to convert them into investments. Give recommendation of mutual funds or portfolios to the clients as per their investment objectives. Analyze and Manage client’s portfolios. Build and maintain the client base. Client Support Understand their queries...

Direct customer sales to existing MLI customers through relationship building. Existing Customer database will be provided by company 1- 2 years in sales of Insurance/ Mutual Fund/CASA/ Loans. Min 6 months in Life InsuranceAge: 25-30 years

Job Description Some Careers Open More Doors Than Others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Global...