Mutual Funds Fresher Jobs in Patna

As a Wealth Manager intern, you will play a key role in assisting individuals with managing their financial assets and investments. Your focus will be on helping clients achieve their financial goals through effective planning and advice.Key Responsibilities:- Client Relationship Management: Build and maintain strong relationships with clients. Understand their financial needs and goals to provide tailored investment advice.- Investment Analysis: Assist in analyzing different investment options. Gather information about market trends and financial products to recommend suitable choices for clients.- Portfolio Management: Help manage client portfolios by monitoring performance and making adjustments as needed. Ensure that investment strategies align with clients' risk tolerance and objectives.- Financial Planning: Support in developing comprehensive financial plans for clients. This includes budgeting, savings strategies, and retirement planning.- Market Research: Conduct thorough research on financial products and market conditions. Keep informed about trends and news that might affect clients' investments.- Reporting: Prepare regular reports on client investments and market analysis. Communicate findings clearly to help clients understand their financial status.Required Skills and Expectations:You should be a recent 12th-grade graduate with a keen interest in finance and investment. Strong communication skills are essential for explaining complex concepts to clients. A proactive attitude and willingness to learn are highly valued. Basic knowledge of Microsoft Office applications and an eagerness to engage with clients will contribute to your success in this role. Freshers are welcome; this internship provides an excellent opportunity to gain hands-on experience in wealth management.

Sales is an integral part of the bank's front line sales force.The Job involves extensive travelling within the assigned area and conducting market/customer mapping with the primary responsibilities mentioned below.1) To acquire New to Bank customers and pursue new business relationships by selling: Savings Accounts. Current Accounts. Term Deposits. Debit / Credit Cards. PG Products (Life Insurance / General Insurance / Mutual Fund / Retail Asset Products / Online Trading).2) Responsible for achieving monthly sales targets3) To fulfil KYC & Compliance norms.4) To reach out to High Net-worth Individuals.5) To increase the customer base by developing business relationships with current customers.Skills High Sales orientation for achieving numbers good convincing and Nego.

We are looking for 25 Relationship Executive Posts in Patna, Bihar,Ranchi, Jharkhand,Bhopal, Madhya Pradesh,Jabalpur, Madhya Pradesh,Indore, Madhya Pradesh,Bhubaneswar, Odisha,nism,Mutual Funds Sales,Amcs, with deep knowledge in nism,Mutual Funds Sales,Amcs and Required Educational Qualification is : Other Bachelor Degree, M.B.A/PGDM, M.Com

CompanyEdelweiss Tokio life insurance is joint venture between Edelweiss Financial services Ltd and Tokio marine holdings (Japan).Tokio marine holdings is one of the oldest and highly respected global player from Japan.Edelweiss Finance Service Limited stock holdings 51% and 49% stock holdings Tokio Marine and Nichido Fire Insurance Co. Ltd.Recruitment* Candidate need to know sales.* Candidate need to ready for work on target sales.* Sales background candidate is prefferd.* Candidate age between 26-35* Candidate need to Irda agent Registration fee 1000 (online payment by email link)* After IRDA exam cleared he award as Personal Finance adviser* After sales target complete his salary realisedAbout Work* Filed work candidate need to sale companyInsurance product .* Candidate create customer for company.Insurance Agent responsibilities include: Developing marketing strategies and promote all types of new insurance contracts or suggestadditions/changes to existing ones Breeding productive relationships to create a pool of prospective clients from varioussources by networking, cold calling, using referrals etc. Evaluating business or individual customers needs and financial status andproposing protection plans that meet their criteriaJob briefWe are looking for a competitive Insurance Agent to generate new business by contacting potentialcustomers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs ofyour assigned or prospective customers portfolio.The goal is to build up strong positive relationships, to ensure growth attainment and increase ourfirms reputation.Responsibilities Develop marketing strategies and promote all types of new insurance contracts or suggestadditions/changes to existing ones Breed productive relationships to create a pool of prospective clients from various sourcesby networking, cold calling, using referrals etc