Relationship Manager mutual fund

Acquiring new clients & providing advice on financial investments by selling Mutual Funds,Maintaining existing/new clients for improving our marketshare. Required Candidate profileMust have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds & Insurance sales, Financial Services...

About the companyLIC Mutual Fundis 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...

Job Responsibilities :Handling Customer Service, Operations & Admin functionality.Attending walk in customers. Attending phone calls.Liasioning with Registrar for account statement, redemption etc.Liasioning with marketing dept at ho for material indent.Handling brokerage related queries of IFAs.Accepting application forms and redemption in the...

Relationship Manager – Wealth Job Description Job Title- Relationship Manager- Wealth Division & Department- Sales, Retail Sales Location- Mumbai, Delhi, Kolkata, Bangalore Who we Are? Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India 's largest and fastest growing mutual fund. We serve 1.3 Cr...

Company DescriptionDHANESVARI COMMODITIES PRIVATE LIMITED is a company based in Vadodara, Gujarat, India. Our headquarters is located at Neptune Tower 2A BPC Road Vadodara. We are AMFI Registered Muatual Fund Distributors. Our strategic location and dedicated team enable us to effectively serve our clients in the dynamic equity markets.Role DescriptionThis...

SVP / VP / AVP / Relationship Manager-Private Banker/Wealth Management1) 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...

Market Development: Introduce and promote exchange products, including new memberships, equity, equity derivatives, cash markets, futures & options, interest rate futures, and debt instruments. Client Relationship Management: Build, nurture, and maintain strong relationships with stock broking firms, corporates, and financial institutions to develop...

About The Role   Relationship Manager-Loan Against Property  Location Mumbai Reporting Relationships Location Manager The "˜Loan Against Property (LAP)" Business vertical is the part of "˜Secured Assets" division of the Consumer Bank. This vertical specializes in acquiring retail customers for funding against Residential, Commercial & Industrial...

Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business. Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments. Provide tailored investment advisory services across equities, derivatives, mutual funds, insurance, PMS, and other financial products....

**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,...