Relationship Manager Mutual funds

Designation: Relationship Manager Customer EngagementResponsibilities:-To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships.Profiling...

About Finsquare IMF Private Limited:Finsquare IMF Pvt. Ltd. is a fast-growing, client-centric financial services distributor offering a wide range of solutions across mutual funds, insurance (life, health, general), PMS, loans, bonds, and other investment products. With a strong digital infrastructure and a human-first approach, Finsquare serves HNIs, NRIs,...

Wealth Relationship ManagerLocation:AhmedabadPosition: Full-TimeAbout Caring Click EnterpriseClick Enterprise is a growingwealth-management and financial-distribution firmbased in Ahmedabad, servingclients across India.We offer investment solutions inEquity Broking, Mutual Funds, PMS, AIF, Bonds, and Insurance, helpinginvestors achieve long-term financial...

JOB DESCRIPTION:Role: Relationship Manager/ Sr. Relationship Manager/CTC: It's not constrain for right candidate (Its Negotiable).Experience: 1+ YearLocation: Ahmedabad, Barodra, RajkotFunctional Area: BFSI, Investments & Trading.Employment Type: Full Time, Permanent.Education: Any Graduate.Total Openings - No. 30+Notice period: Most preferred for immediate...

Position - Relationship Manager Acquisition - Demat cum Trading Accounts , Equity Broking1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.2) Building and maintaining relationships...

Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets.Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Achieve financial goals of the clients through various...

Fund Raising Head / Lead- AIFPresent Role Fund Raising Head / Lead- AIFReportingManaging DirectorKey Responsibilities:Develop and execute the fund-raising strategy for the AIF by establishing and maintaining strong relationships with family offices, corporate offices, HNIs, UHNIs, institutions, and distribution partnersEstablish and maintain relationship...

Our client is seeking a highly skilled and entrepreneurial Category III AIF Fund Manager to join their growing investment team. This role offers an exciting opportunity to lead and shape the investment strategy of a SEBI-registered Category III Alternative Investment Fund, with a core focus on Futures & Options (F&O), unlisted equities, IPO investing, and...

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket size of Rs25Lac and above2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs...

1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances.2) Train, Motivate & get productivity from the team.3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products.5) Conduct training of Partners for all our...