3

Mutual Funds Female Jobs in Mumbai

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  • Location
  • Role
  • Functional Area
  • Qualification
  • Experience
  • Employer Type
  • 2 - 5 yrs
  • Borivali West Mumbai
Life Insurance Real Estate Sales Mutual Funds Sales
We are seeking a dynamic and experienced Insurance Sales Manager to lead our sales. This role requires strong leadership skills, in-depth knowledge of insurance products, and a proven track record of driving sales growth. If you are a motivated individual with a passion for sales and insurance, we want to hear from you!
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  • 1 - 3 yrs
  • 9.0 Lac/Yr
  • Female
  • Mumbai
Client Requirements Investment Banking Managing Client KYC CAD Walk in
Department: BFIG Assistant Relationship Manager (ARM) Location: MumbaiReporting To: Insurance and MF Segment HeadGrade: M2 / M3Banks & Financial Institutions Group (BFIG) department is a part of the Corporate, Institutional & Investment Banking (CIIB). At BFIG we mange client relationship & cross sell banking products such as Trade, Cash Management solution, FX, Custody, CBLO , Treasury & Liability products. The ARM primary roll to support RMs for client requirements, strengthen relationship & increase business share.Job Role: Candidate must have 1-3 years of experience in managing clients preferably corporate, Institutional or MNC sector with basic understanding of Banking product, KYC & Process. Meet clients, track identified opportunities, strengthen client relationship along with RMs Monitor Trade / FX flows & coordination with Treasury team for rate related queries Arrange necessary approvals for client related matters from Sr. Management Coordinate with Compliance, Legal, Ops, CAD, Seso, TD desk for client related queries Arrange regular calls with Trade desk, Seso along with client for better coordination & query resolution. Strengthen client relationship, improve client recall and grow businessJob Requirements: Should have 1 -3 yrs. of minimum relevant experience Prior experience in managing MNC, Corporate or Financial Institutions preferable Good spoken & written communication skills Positive attitude & believes in team work.
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Insurance Executive (Female)

Marsonline Financial Securities

  • 0 - 2 yrs
  • 1.8 Lac/Yr
  • Vile Parle Mumbai
Marketing Communication Skills Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant Work From Home
Follow up with Clients for renewal Follow up with clients for Health checkup benefit & OPD benefit Guide clients during claims & coordinating with appropriate authorities in the Company Issuing Policies Preparing quotes Understand existing products & keep updated about new products launched Generate leads Cross sell to existing clients Maintain & increase relationship with new and existing clients Corporate sales
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