Wealth Manager- Mutual Fund

We are seeking a proactive and customer-focused Relationship Manager with a strong background in mutual fund sales and distribution The ideal candidate responsible for developing and managing relationships with clients, offering suitable mutual fund

Urgent 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...

Require Wealth RM for MF/PMS/AIF/SIP.Managing HNI customers and development of Wealth Business at Baroda location.

Role & 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...

DescriptionRequire a candidate with atleast 6-7 years of relevant experience.Work closely with middle management team of Partners for day-to-day business related activities like scheduling big day drives, RnR programmers, claims settlement tracking, policy cancellation refunds etc. Identify and nurture talents within the team and make them ready for career...

Some 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...

Some 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...

Key ResponsibilitiesProvide personalized investment advice and financial planning solutions to HNI and UHNI clients.Design and implement goal-based financial plans considering client's risk appetite, time horizon, and financial objectives.Conduct portfolio analysis and recommend suitable investment strategies across mutual funds, insurance, and other...

Total 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...

**Experience:Minimum 3-5 years of experience in financial services sales and business development.Company Description**PrimeIdea Ventures, established in 2008, transforms the ways people invest in mutual funds and stocks by offering services that simplify analysis and selection. The company's skilled and experienced team has developed a system leveraging AI,...