VRM-Mutual fund sales

JOB DESCRIPTIONJOB TITLE Channel Manager Report to Channel Head/ State Head No of Direct reportees Nil Department Retail Sales Position Grade Range Manager/Senior Manager (May vary based on experience)JOB PU JOB PURPOJOB PURPOSE:  The incumbent will be responsible for mobilizing the funds through the IFA’s.JOB ROLE :  The incumbent will be...

JOB DESCRIPTION JOB TITLE Channel Manager Report to Channel Head/ State Head No of Direct reportees Nil Department Retail Sales Position Grade Range Manager/Senior Manager (May vary based on experience) JOB PU JOB PURPOJOB PURPOSE:  The incumbent will be responsible for mobilizing the funds through the IFA’s.JOB ROLE :  The incumbent will be...

JOB DESCRIPTION JOB TITLE Channel Manager Report to Channel Head/ State Head No of Direct reportees Nil Department Retail Sales Position Grade Range Manager/Senior Manager (May vary based on experience) JOB PU JOB PURPOJOB PURPOSE:  The incumbent will be responsible for mobilizing the funds through the IFA’s. JOB ROLE :  The incumbent will be...

JOB DESCRIPTION JOB TITLE Channel Manager Report to Channel Head/ State Head No of Direct reportees Nil Department Retail Sales Position Grade Range Manager/Senior Manager (May vary based on experience) JOB PU JOB PURPOJOB PURPOSE:  The incumbent will be responsible for mobilizing the funds through the IFA’s.JOB ROLE :  The incumbent will be...

Finance Mumbai _Mumbai_ June 3, 2023 - June 3, 2024 Mutual Fund **Job Overview**: - **Office Location (Area) **Mumbai - **Salary Offer **40 LPA - **Required Education **Professionally Qualified and/or Post Graduate qualification specializing in CFA preferred - **Min Required Experience (Years) **9 - **Max Required Experience (Years) **14 Talent Profile -...

**Responsibilities**: - Excel Data Analysis: Utilize advanced Excel functions, formulas, and macros to manipulate and analyze large datasets related to mutual funds, including historical performance data, portfolio holdings, fund flows, and investor demographics. - Investment Research: Conduct thorough research on various mutual funds, analyzing their...

**Responsibilities**: - To promote all the product line of Mutual Fund - To up sell Mutual Fund products to Retail/HNI Clients - To generate fresh leads and acquire clients through reference to shore up the clientele - To achieve sales and revenue targets spread across product mix - To achieve the business targets assigned in terms of up selling Mutual Fund...

About Quantum AMC :Quantum AMC is an Indian asset management company (AMC) headquartered in Mumbai, India. The Quantum story began in 1990 when our founder Ajit Dayal started the Quantum Advisors Group (the Sponsor and parent company of Quantum Asset Management Company Pvt. Ltd). Quantum Advisors is an India focused, SEBI-registered Portfolio Manager and a...

Roles and Responsibilities   Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile   Should have 1 to 2 year of experience, Candidate...

About Quantum AMC:Quantum AMC is an Indian asset management company (AMC) headquartered in Mumbai, India. The Quantum story began in 1990 when our founder Ajit Dayal started the Quantum Advisors Group (the Sponsor and parent company of Quantum Asset Management Company Pvt. Ltd). Quantum Advisors is an India focused, SEBI-registered Portfolio Manager and a...

About Quantum AMC:Quantum AMC is an Indian asset management company (AMC) headquartered in Mumbai, India. The Quantum story began in 1990 when our founder Ajit Dayal started the Quantum Advisors Group (the Sponsor and parent company of Quantum Asset Management Company Pvt. Ltd). Quantum Advisors is an India focused, SEBI-registered Portfolio Manager and a...

About Quantum AMC : Quantum AMC is an Indian asset management company (AMC) headquartered in Mumbai, India. The Quantum story began in 1990 when our founder Ajit Dayal started the Quantum Advisors Group (the Sponsor and parent company of Quantum Asset Management Company Pvt. Ltd). Quantum Advisors is an India focused, SEBI-registered Portfolio Manager and a...

Position: RM-Insurance-Mutual Fund **Min Experience** 6 Years **Max Experience** 10 Years **Notice Period** Max 30 days Location: Mumbai Budget: 20L to 23L Designation: RM - Mutual Fund and Insurance Reporting: Executive Vice President/ Vice President Banks & Financial Institutions Group (BFIG) as a group in the bank has the following verticals -...

Opening: 1 Nos.- Job ID: 61963- Employment Type: Full Time- Reference: - Work Experience: 4.0 Year(s) To 8.0 Year(s)- CTC Salary: 4.00 LPA TO 8.00 LPA- Function: Other- Industry: Banking/Financial Services- Location: - Mumbai Posted On: 09th Jun, 2023 **- Research backed tactical calls on specific themes, sector and fund concepts with the Mutual Funds...

**- Research backed tactical calls on specific themes, sector and fund concepts with the Mutual Funds space. - Pivotal role in tracking the performance of Equity & Hybrid Mutual Fund - Proven ability in conducting webinars on different MF topics for clients - Deftly developed a presentation for Investor Education program, Market review, Internal Performance...

1. Applicant Should have Telecalling Experience. 2. Applicant should have Experience in Mutual Funds Sales Experience. 3. Applicant should be confident & convincing. **Salary**: ₹15,000.00 - ₹25,000.00 per month Schedule: - Day shift Supplemental pay types: - Performance bonus **Education**: - Higher Secondary(12th Pass)...

Responsible for Mutual Funds selection, propose recommendations after interactions with Fund houses on an on-going basis Detailed portfolio & strategy analysis of Mutual Funds, recommend from a forward-looking perspectivePreparing strategy notes along with reports on recommended funds Customized wealth management research activities like risk profiler, goal...

Responsible for Mutual Funds selection, propose recommendations after interactions with Fund houses on an on-going basis Detailed portfolio & strategy analysis of Mutual Funds, recommend from a forward-looking perspectivePreparing strategy notes along with reports on recommended funds Customized wealth management research activities like risk profiler, goal...

1. Monitors mutual fund, FD’s and IPO’s orders to ensure they comply with individual requirements and company policies. 2. Process the orders accordingly and close cases. 3. Interact with mutual fund AMC, FD AMC, clients, manager for any queries or complaints. 4. Report directly to the Manager to ensure consistency and execution of brand and...

**Location **:Mumbai **Qualification**: Bachelor's degree or related field **Experience in Years**: 3 - 4 years of relevant experience into Mutual Fund Operations **Scope and Responsibilities**: - Handling bidding process of IPO/NCD/Bonds. - Updating the interest rate and brokerage of FD. - Generating IPO in the system and keeping record of FD, NCD, IPO...