Relationship Manager – Mutual Fund

Job DescriptionAs a Fund Manager, you will be responsible for managing investment portfolios, analyzing market trends, and making informed investment decisions. Your role is crucial in driving the performance of the funds under your management, and you will play a key part in maintaining and enhancing client relationships. The ideal candidate has a strong...

As a Fund Manager, you will be responsible for managing investment portfolios, analyzing market trends, and making informed investment decisions. Your role is crucial in driving the performance of the funds under your management, and you will play a key part in maintaining and enhancing client relationships. The ideal candidate has a strong analytical...

Job Opportunity in Mutual Fund DistributionWe are seeking an experienced professional to lead our mutual fund distribution efforts, drive sales performance, and manage a team of Relationship Managers/Advisors.The ideal candidate must have a proven track record in mutual fund distribution, strong team management capabilities, and the ability to maintain...

Company DescriptionmNivesh, established in 2006, is one of India's leading distributors of mutual funds, ranking among the top five in Delhi. We manage an AUM of Crore solely in mutual funds. Our product offerings include Stocks, Insurance, Fixed Deposits, Bonds, and Debentures to meet diverse investment needs. Our mission is to help clients achieve their...

As a seasoned Operations Manager, you will be responsible for leading and streamlining mutual fund operations for Non-Resident Indian (NRI) clients. This role requires ensuring smooth transaction processing, compliance, and customer experience while collaborating closely with product, compliance, and partner Asset Management Companies (AMCs).Key...

Job DescriptionResponsibilities:- Technical/Software Skills (if any) - Computer MS word / Office, email- builds and maintains strong, positive connections with clients to ensure their satisfaction and loyalty. They act as a liaison between the company and its clients, identifyingRequired Candidate profile- Relationship Managers also look for opportunities...

Job Description- The relationship manager is responsible for selling products and meeting customer needs while obtaining orders from existing or potential sales outlets. They ensure that the customer is satisfied and adequately taken care of while making a purchase. This way, they can establish new accounts for their employer.- The candidate should be able...

Job OverviewYou will be the principal trusted advisor and revenue driver for mutual fund and AIF distribution in your territory, working independently (IC role) to grow our business through deep client relationships and channel development.ResponsibilitiesDrawing from industry norms for IC roles in mutual fund distribution:Channel Development &...

Job description:Job Title: Wealth Relationship Manager (Wealth RM)Role OverviewWe are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks.Key...

Mutual Funds1. Grow Existing Customers - Regularly review portfolios, provide market updates2. Bring in New Customers Life Insurance• Identify customer protection and investment needs to recommend appropriate Life Insurance products.