Mutual Fund Manager

Manager RTA OperationsWe are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Manager RTA Operations ,10+ Years experience-Mutual Fund CompanyResponsible for RTA Operations, Brokerage process, Regulatory MIS , Special product , tie up Channel Partner /RIAs , NFI activities , Filing FATCA and STR etc.Responsible for RTA...

Job DescriptionJob Description11103- Attending / retaining customers who apply for pre-closure of their existing loan with us.- Co-ordinating with Sales team across zones to expedite attending the customers who are not contactable / responding over phone.- Processing Rate reduction or incremental funding requirement of the customers with the help of sales...

Job DescriptionJob DescriptionKey Objective of the Job:As Territory Sales Manager, you are responsible to lead generation, good interpersonal skill, good communication skills, Liaison with other function, dealership management, assist BDM's for their daily functions.Key Deliverables:Lead generation- Ensure necessary leads are generated through BDMs and...

Job DescriptionJob DescriptionClient Acquisition and Relationship Management:- Lead efforts to acquire new clients in the region, identifying prospects, and converting them into valuable business relationships.- Cultivate and maintain strong relationships with key clients in the large business sector, ensuring their needs are met and issues are addressed...

Job DescriptionJob Description^Area Credit Manager EQF^REPORTS TO (SOLID & MATRIX):Position Grade: M4/M5Business Unit: SMEDepartment: CreditSub Function: EQFLocation: Number of Positions: Single/ MultiplePosition Type: Full TimeJob PurposeDirect Reports (Position Title)Resources1. The objective of the role is to ensure vigorous credit underwriting, monitor...

Job DescriptionJob Description11007To manage all activities pertaining to the sanction life cycle of all borrower accounts in the retail loan business for all short and medium term productsPost Graduate/ Graduate in any discipline1. Own the entire credit underwriting process for the assigned region, including the consistent application of a credit policy,...

Job DescriptionJob DescriptionMajor Deliverables: . Product Development & Structuring 1. Design and structure financing products across working capital (CC/OD, BG, LC), term loans, supply chain finance, and bespoke structured products. 2. Evaluate customer needs and market trends to build competitive and compliant offerings. 3. Prepare and present detailed...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and...

Channel Development ManagerWe are seeking an experienced Channel Development Manager to lead the growth and development of our business through Independent Financial Advisors (IFAs). The ideal candidate will have a strong background in Mutual Funds, Fixed Income, and Insurance.Main ResponsibilitiesDevelop and manage relationships with IFAs to drive business...

Role Branch Manager IFA Channel Location Mumbai Delhi Ahmedabad Hyderabad CTC Up to 12 LPA Experience 5 yrs in IFA MFD sales with team management Industry Financial Services Broking Education Graduation PG We are seeking experienced and dynamic Branch Managers for IFA Independent Financial Advisor Channel The ideal candidates will have a...