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...

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...

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...

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...

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...

**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,...

• 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

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...

Total years of Experience: 1 to 2 yearsKey Responsibilities:Engage with clients to assess their financial goals, risk appetite and investment preferences.Recommend and design customized portfolio solutions, including Mutual Funds, Equity, Bonds, PMS and Insurance products.Conduct periodic portfolio reviews and suggest rebalancing strategies to optimize...

Amar cars is Hiring , Relationship Manager Experience : 0 -15 years Location Vadodara Industry : Automobile Dealership 4 wheeler Driving license mandatorySalary : up to 25k + Attractive Incentives share your cv on