Mutual Fund Representative
1 week ago
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 Descriptio
nRole
- Area Manager –Retail Sales- AMC background preferred
.Locations-
Nasik, Goa, Vadodara, Jabalpur and Pimpri Chinchwad
**.
JOB INTE**
NTThe position relies on relationship building and consultative selling. Researching and identifying sal
esopportunity, generating leads, target identification and classification. Reaching out to new custome
rsand making presentations or pitches outlining the benefits of the product. This position reports
toRegional Hea
**d.
Job Specificati**
ons
• Relevant MF Retail Sales experience of 8 -10 ye
ars
• Preferably MBA from a reputed Institute (not Mandato
ry)
• Current good Networking with IFAS of the a
rea
• Self-managed, highly driven by relationship management and revenue generati
**on.
JOB RESPONSIBILI**
TIES
• Responsibility to achieve the overall area office Retail Sales targets (AUM targets & Market sh
are)and facilitate growth through the development & implementation of an effective sales
andmarketing strategy as cascaded from the Corporate Sales and marketing t
eam.
• Specifying market requirements for current and future products by conducting market rese
archfor the respective area office supported by on-going visits to cli
ents
• Plan a strategic and feasible layout of the potential mapping of the entire area office. This sh
ouldbe done in alignment with the overall corporate p
lan.
• Achieve the targets as set by your reporting Manager which would change from time to time
andwould be communicated to you as decided by the Manage
ment
• Maintaining relationship with all potential and existing clients of the territory under his/her s
copeof supervis
ion.
• Ensuring proper servicing and after sales support to cli
ents
• Data reporting to management and gathering market intellig
ence
• Support and contribute towards the Area's revenue and profitability tar
gets
• Build new clients and add market share as per targets set with your reporting Mana
ger.
• Increase the market reach in and around the terri
tory
• Gather competitive information and assimilate the same for further anal
ysis
• Researching the market and related produ
cts;
• Presenting the product in the right light and in a structured professional way face-to-f
ace.
• Ensuring all Compliance standards are met with while selling the product or reporting the product
sale
-
Vadodara, Gujarat, India QRN Services Full time ₹ 2,50,000 - ₹ 4,50,000 per yearUrgent opening in Vadodra, for position of- Mutual fund advisor- equity dealer- Back office &- Branch Manager Mutual fund advisor and equity dealer Back office with sales, BMCTC- 2.5 lakhs to 4.5 lakhs annuallyfor experienced NISM optional Required Candidate profileWork from office, contact or Note: No FreshersFor Branch manager min 5 year exp is...
-
Relationship Manager- MFD/ BAnking
4 days ago
Vadodara, Gujarat, India Symphoni Hr Full time ₹ 6,00,000 - ₹ 18,00,000 per yearRole & responsibilities:Working with various bank channels or wealth counters to achieve continuous and sustained growth in mutual fund domainAchieve sales targets through active distributor engagement.Strengthen relationships with channel partners and provide ongoing support.Deliver product training, marketing assistance, and conduct joint investor...
-
Wealth Manager
1 week ago
Vadodara, Gujarat, India Talent Corner Hr Services Full time ₹ 8,33,333 - ₹ 25,00,000 per yearWe are seeking a skilled and motivated Wealth Manager with expertise in Equities, Mutual Funds, and other Wealth Management Products, and Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business Required Candidate profileStrong knowledge of equity, mutual funds, insurance, and other investment products. SEBI/NISM...
-
Vice President
3 days ago
Vadodara, Gujarat, India Transcend Biz Mentors Full time ₹ 12,00,000 - ₹ 36,00,000 per year• AVP (MF) will be leading 3 / 10 Relationship Managers / Executive team• Drive & achieve Self & Team Productivity• Achieve Mutual Fund sales & SIP targets (numbers) as per KRA• Recruitment & Train team of RM / RE
-
Vadodara, Gujarat, India Sharekhan Full time ₹ 8,00,000 - ₹ 12,00,000 per yearPosition Purpose:The Investment Portfolio Advisor will focus on asset gathering, increasing client penetration, and enhancing wallet share through regular client interactions (physical/virtual) to drive business growth.Key Responsibilities:Direct Responsibilities-Achieve targets for Net Equalized Assets collected (LS) for the mapped book.Build an incremental...
-
Customer Service Representative
1 week ago
Vadodara, Gujarat, India Hexpress Healthcare Softech Private Limited Full time ₹ 4,80,000 per yearWe are looking for a highly skilled Customer Service Representative to join our team and handle customer queries effectively—your ability to quickly respond and implement solutions with the help of our internal & external partners. The ideal candidate is a quick learner who can think independently and resolve issues with a customer-first business...
-
Vice president sales and distribution
2 days ago
Vadodara, Gujarat, India HSBC Full time ₹ 20,00,000 - ₹ 25,00,000 per yearSome careers open more doors than others. If you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.Global Asset ManagementGlobal Asset Management, the investment management business of the HSBC Group, serves HSBC's worldwide customer base of retail and private clients, intermediaries, corporates...
-
Vice president sales and distribution
4 days ago
Vadodara, Gujarat, India HSBC Full time ₹ 15,00,000 - ₹ 60,00,000 per yearSome Careers Open More Doors Than Others.If you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.Global Asset ManagementGlobal Asset Management, the investment management business of the HSBC Group, serves HSBC's worldwide customer base of retail and private clients, intermediaries, corporates...
-
Sales and Revenue Executive
3 days ago
Vadodara, Gujarat, India LAKSHMISHREE INVESTMENT & SECURITIES Full time ₹ 1,80,000 - ₹ 3,00,000 per yearTotal years of Experience: 1 to 2 yearsKey Responsibilities:Identify and acquire new clients to expand the company's customer base.Maintain and nurture relationships with existing clients to ensure high retention and satisfaction.Cross-sell financial products such as equities, mutual funds, SIPs, IPOs, and insurance to maximize revenue opportunities.Monitor...
-
Sales & Marketing Manager
2 days ago
Vadodara, Gujarat, India LAKSHMISHREE INVESTMENT & SECURITIES Full time ₹ 1,80,000 - ₹ 3,00,000 per yearTotal years of Experience: 1 to 2 yearsKey Responsibilities:Develop and execute strategies to achieve sales targets and expand the company's client base.Promote the company's financial products including Equity, Mutual Funds, SIPs, IPOs, Bonds, PMS and Insurance.Manage and mentor the sales and marketing team to ensure productivity and goal...