Client Relationship Manager – Mutual Fund Sales

Job Title: Strategic Alliance (Sales) – Mutual FundDepartment: Mutual Fund SalesCompany: New Age AMC.Reporting To: Regional Head/Head of salesExperience Required: 5–10 years (Minimum 5 years in Mutual Fund Sales is essential)Age Limit: Below 40 yearsRole OverviewAs a Sales Manager, you will be responsible for driving mutual fund distribution and business...

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/...

About UsBull Bear Cubs is one of India's fastest-growing financial education and investment platforms, with a community of 1,00,000+ learners guided by experienced market mentors.We empower individuals to achieve financial independence through education, investment, and advisory services. As part of our expansion, we're building a strong team for Mutual Fund...

Company DescriptionFinofii is a fintech company specializing in global treasury and multi-family office platform services, catering to over 1000 clients with 750Crores of investment assets. Founded in 2021, the company provides high-touch, holistic client services, including customized treasury solutions and a comprehensive range of family office and...

About Us:Sarv Insights is a leading financial services firm dedicated to providing our clients with comprehensive investment solutions. We specialize in a range of financial products including mutual funds, fixed deposits, bonds, PMS, and private equity and insurance.Job Summary:We are seeking a dynamic and motivated Client Relationship Manager to join our...

Job Title- Relationship Manager- Family OfficeDepartment – Sales- Wealth, Family office & AlternatesLocation- Mumbai, Delhi, BangaloreWho we Are?Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India 's largestand fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humilityacross 100+...

About the CompanyJM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong foundation in...

Position Overview:We are seeking a dynamic Relationship Manager with a strong background in banking or financial services who can leverage existing client relationships and onboard new investors. The ideal candidate should possess an entrepreneurial mindset, in-depth knowledge of investment products, and excellent interpersonal skills.Key...

Pay: ₹100, ₹120,000.00 per monthJob description:Location: DelhiExperience: 4–5 Years in Unlisted Shares / Pre-IPO / Mutual Funds DistributionRole 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...

This role is open in multiple locations- Delhi, Mumbai, Bangalore, Pune, Kolkata, Hyderabad, Ahmedabad, ChennaiKey Responsibilities :To be involved into relationship building and management with the customer for sales and services of financial products of ICICI group (E.g., Online Trading Account, Client Activation and Retention, Mutual Funds, Investment...