Mutual Fund Sales-Intern

Job Responsibilities :Oversee and drive daily operations and sales through allocated channel.Use experience and expertise to help the Business Head achieve business targets set by the business for the region.Advise and guide team on managing sales through allocated channel, tracking, and following up on new business leads.Guide their team in meeting revenue...

Position: Client Relationship Manager – Mutual Fund SalesExperience: 2+ yearsLocation: DelhiPosition Summary:We are seeking a results-driven and proactiveClient Relationship Managerspecializing inMutual Fund Salesto join our team. The ideal candidate will be responsible for acquiring new clients, maintaining strong relationships with existing clients, and...

 Client Coordination Role in a Fintech/NBFC/Mutual Fund/ Investment company Assisting with client servicing regarding reports, online and offline transactions, and operation servicesAssisting clients with onboarding, fee payment, and making vendor payments - Maintain accounts and manage compliancesManage internal software for reporting Should be flexible...

Job RoleMeeting the Clients & developing Trust & relationship.Customer interactive role with Portfolio Management experience.Portfolio/Investment Engineers, who can help in designing portfolios.Advice and suggesting different investment avenues to HNI clients.Acquiring and catering to new HNI clients.Growing the existing AUM book size.Products- Mutual Fund/...

** FEMALE CANDIDATES PREFERRED**About the Company: Hum Fauji Initiatives operates in the niche clientele space of Armed Forces officers (serving & retired) and their close relatives only. It is an ISO 9001:2015 certified company.We undertake comprehensive financial planning and goal-based investments in mutual funds, bonds, fixed deposits, real-estate, and...

DescriptionRequire a candidate with atleast 8-10 of relevant experience.Building and maintaining strong relationships with existing and prospective clients.Identifying new partnership opportunities and ensuring tie-ups and onboarding of prospectsResponsible for meeting Sales, Revenue and Product wise target of the designated region thereby ensuring...

We're looking for a driven professional to join our Institutional Sales team (Delhi) for mutual fund distribution across institutional clients.Key Responsibilities:Build and manage relationships with corporates, banks, trusts, and PFs.Promote mutual fund products (equity & debt) and achieve AUM/sales targets.Identify new business opportunities and deepen...

Job Description:Role Overview:Lead and expand the company's sales presence in the Delhi region, specifically focused on distribution and sales of unlisted shares, pre‑IPO offerings, and mutual funds. Liaise between fund managers, high-net-worth clients, and institutional stakeholders.Key ResponsibilitiesDevelop and execute regional sales strategies to...

DescriptionJOB Role- ·       Responsible for generation of revenues through sale of CA and Third Party Products like Insurance, Mutual Funds, Online Trading , Demat Accounts etc through the Sales Channel. ·       Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume...

Role & responsibilitiesConsult customers on Mutual Funds, Stocks & Investing.Acquire and onboard customers for Wealth Management Services.Explain product details and resolve customer queries.Develop trust & high engagement with customers to build long term associations.Specialized Training related to Mutual Funds & Stock Markets will be provided.Plan and...