Mutual Funds Fresher Jobs in Ahmedabad

Analah is a global investment platform specializing in Private Equity, Mutual Funds, PMS, AIF, Insurance, Real Estate products. We are seeking a Wealth Relationship Manager to manage relationships with distributors, family offices, and high-net-worth individuals (HNWIs) by providing personalized investment strategies.Profile: Private Banker - Wealth Relationship Manager Key ResponsibilitiesRelationship Management: Build and maintain strong relationships with B2B distributors, family offices, and HNW clients.Products: Products comprising of Private Equity, Unlisted shares, Startup Investments , Mutual Funds, PMS, AIF , Insurance and Real Estate offerings Portfolio Management: Monitor and adjust portfolios to align with client goals; conduct regular performance reviews.Sales and Business Development: Expand client and broker relationships, network actively, and meet sales targets.Compliance and Risk Management: Ensure regulatory compliance and assess investment risks.Qualifications- Education: Bachelors degree in finance, Business, or Economics (MBA or CFA preferred).- Experience: Proven background in wealth management or investment advisory and offering wealth management solutions - Skills: Strong financial analysis and interpersonal skills; experience managing HNW portfolios or broker relationships.Compensation & BenefitsSalary Hike: Competitive based on experience and performance.Profit Sharing: Up to 50% based on performance targets.ESOP: Available after 3 years, at managements discretion.Age Bracket: 2340 years.Location: Mumbai, Ahmedabad, and Jaipur.Designation: Partner, Senior VP, VP, Senior Manager, Manager Number of Openings: 36

1. Relationship Building: As a LIC Agent, the primary role is to build and nurture relationships with clients. You will be responsible for understanding their insurance needs, offering suitable products and solutions, and providing exceptional customer service.2. Sales and Business Development: LIC Agents are expected to achieve sales targets by promoting various insurance products, educating clients about their benefits, and tailoring solutions to meet their specific requirements. This involves prospecting, lead generation, and networking to expand your client base.3. Client Support and Advisory: As a trusted advisor, you will provide ongoing support to clients, assisting them with policy renewals, claim processing, and addressing any concerns or inquiries they may have. Maintaining strong client relationships is crucial to long-term success in this role.4. Compliance and Documentation: LIC Agents must ensure compliance with industry regulations and company policies. You will be responsible for accurately documenting client interactions, policy details, and maintaining confidentiality of client information.

Managing overall operations in an insurance setting.Creating and implementing policies that allow your insurance company to function as a cohesive unit.Reviewing company performance to identify areas where individual employees and entire departments can improve their efficiency.Connecting specifically with insurance agents to ensure that employees communicating personally with policyholders represent the company in the best light.Identifying and minimizing threats as part of ongoing risk management responsibilities.Managing collected data and creating user-friendly reports that can help executives identify company progress, regression, and any fluctuations in output.Continually reviewing insurance policies to confirm that policyholder needs are best addressed.Managing any claims investigations.Controlling company finances to maintain correct budget allocation to all departments.

General Insurance Advisor, student, house wife, wrok from home, full time, part time