Openings For Mutual Funds

We are seeking a seasoned relationship professional to take on the role of Mutual Fund Relationship Manager. The ideal candidate will possess 4 to 9 years of experience in the BFSI sector, with a strong background in managing mutual fund relationships.Develop and maintain strong ties with existing clients to boost sales of mutual fund products.Identify new...

Key ResponsibilitiesCommunicate with potential clients via WhatsApp and phone calls—no field visits required.Present and explain mutual fund offerings and platform capabilities clearly.Evaluate incoming leads and guide them throughout the sales funnel.Keep CRM records current and precise.Consistently hit or exceed monthly sales targets.Required Skills &...

Job Title: Mutual Fund Relationship Manager Job Description: We are seeking an experienced Mutual Fund Relationship Manager to develop and maintain strong relationships with clients in the Mutual Fund Industry. The ideal candidate will have a proven track record of building and maintaining strong client relationships, as well as excellent communication...

Job Title: Relationship ManagerWe are seeking a skilled and experienced professional to join our team. The ideal candidate will have 4 to 9 years of experience in the BFSI industry, with a strong background in managing mutual fund relationships.Main ResponsibilitiesDevelop and maintain strong relationships with existing clients to increase sales of mutual...

As a Fund Manager, you will be responsible for managing investment portfolios, analyzing market trends, and making informed investment decisions. Your role is crucial in driving the performance of the funds under your management, and you will play a key part in maintaining and enhancing client relationships. The ideal candidate has a strong analytical...

As a Fund Manager, you will be responsible for managing investment portfolios, analyzing market trends, and making informed investment decisions. Your role is crucial in driving the performance of the funds under your management, and you will play a key part in maintaining and enhancing client relationships. The ideal candidate has a strong analytical...

Roles and Responsibilities:Track equity and debt oriented mutualfunds.Analyze and suggest mutual fund schemes. Reviewing clients portfoliosGather information from various sources and interpret patterns and trends.Prepare research reports and analysis on complex data. Maintainup-to-date knowledge of financial services industry happenings and current...

Job Summary:We are seeking a highly skilled Business Developer to join our retail sales team. The ideal candidate will have extensive experience in managing institutional sales, retail, banking, and distribution within the mutual fund industry.Main Responsibilities:Developing strategic partnerships with regional distributorsNurturing relationships with...

We're seeking an experienced investment advisor to help high-net-worth individuals achieve their financial goals. Our ideal candidate will have a deep understanding of mutual funds and be able to provide expert guidance on portfolio management.The successful candidate will be responsible for reviewing client portfolios, providing personalized investment...

Team Lead - Relationship ManagerThis is a leadership role for a Team Lead - Relationship Manager in the Customer Engagement Channel. The ideal candidate will have extensive experience in mutual fund sales to high net worth individuals (HNIs) and will be responsible for managing and mentoring a team of Relationship Managers to achieve sales targets.Key...