Mutual Funds Job Vacancies in Bangalore

Job Description: Outbound Calls: Reach out to leads to promote Life Insurance / MF products. Product Knowledge: You should understand and convey the features and advantages of Life Insurance / Mutual funds plans to the customers via calls. Sales Goals: Meet or exceed sales targets within specified timelines. Customer handling: Identify common client challenges and actively counsel higher solutions. Direct Meeting: Direct Meetings or Virtual meetings should be done based on the customer's needs.

Job Title: Business Development Executive HNI SalesLocation: BangaloreCompany: I Cap Financial ServicesAbout Us:I Cap Financial Services is a trusted name in the financial domain, offering a wide range of investment solutions including Unlisted Shares, Pre-IPO Opportunities, Equities, Mutual Funds, PMS/AIF, and other financial products. We specialize in building strong relationships with HNI clients and delivering high-value investment opportunities.Role Overview:We are seeking a dynamic and driven Business Development Executive to focus on acquiring, managing, and expanding our High Net-Worth Individual (HNI) client base. The ideal candidate should have excellent communication skills, a passion for sales, and a keen interest in financial markets.Key Responsibilities:Identify and acquire new HNI clients for investment in Unlisted Shares, Pre-IPO, and other financial products.Pitch investment opportunities and build long-term relationships with clients.Understand client needs and provide customized investment solutions.Stay updated with market trends, product offerings, and competitor activities.Achieve sales targets and contribute to overall revenue growth.Work closely with the advisory and research team to deliver value-driven investment strategies.Requirements:Bachelors degree in Finance, Business, or a related field (MBA preferred).Proven interest or prior experience in sales/financial services/investment products.Strong communication, negotiation, and presentation skills.Ability to engage and build rapport with HNI clients.Goal-oriented with a passion for achieving targets.Knowledge of equities, unlisted shares, or investment products will be an added advantage.What We Offer:Attractive performance-based incentives.Exposure to exclusive Pre-IPO and Unlisted Share opportunities.Growth-oriented environment with strong career progression.Opportunity to work closely with market experts andHNIinvestors.

Desired Candidate Profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description:Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews.

Desired Profile Graduate / Post graduate 2yrs- 10 years of Sales experience in direct selling of financialproducts like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) connect among HNIs/UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skillsJob Description: Will be responsible for primarily selling Equity based investment products (InvestmentAdvisory, Portfolio Management Services, PMS) Responsible for identifying customer needs, assessing their risk appetite and providing theminvestment options.

Were Hiring: Wealth Manager Sales (Banking / Financial Services / Broking)Location: Delhi Mumbai Bangalore Experience: Minimum 23 years in PMS , Mutual Funds & AIFAge: Up to 40 yearsAbout the Role:We are looking for passionate Wealth Managers with strong expertise in Portfolio Management Services (PMS) , Mutual Funds and Alternative Investment Funds (AIF) to join our growing team. This role demands a proactive approach to wealth creation and client relationship management.Will be responsible for primarily selling Equity based investment products (Investment Advisory, Portfolio Management Services, PMS)Responsible for identifying customer needs, assessing their risk appetite and providing them investment options .What Were Looking For: 23 years of relevant experience in PMS , Mutual funds & AIF Strong understanding of investment strategies Excellent communication & client management skills

Direct Responsibilities Acquire customers as per business plan Revenue Generation as per assigned Targets Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Conduct sales promotion activities regularly Activation of clients Seek references from customers/prospects

Role and responsibilities ;-The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.Key Deliverables1. to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products2. Meet the required AUM, investor acquisition and AUM targets for given area.3. Ensure the timely delivery of customized wealth advise to HNI customers4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives5. Joint calls with branch teamRole Requirementso Educational Qualifications: Post Graduationo Experience: 1+ Years in sales/wealth management of handling the HNI clients.o Preferred industry back ground: Wealth Management, Banking, Investment Counsellingo Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products

JOB RESPONSIBILITIES: The relationship manager responsibilities include bringing in AUM, on boarding new clients, generating revenues and guiding senior executives in making sound business decisions. Dealing with products such as mutual funds, PMS, AIF, Insurance and Bonds. Have excellent communication skills and feel comfortable reaching out to potential clients to demonstrate our services and products through email and phone.JOB ROLES Create customized financial plans based on investment goals, risk, and performance. Manage investment portfolios, make investment decisions, and monitor asset performance. Minimize tax liabilities through tax-efficient investments. Build and maintain strong client relationships on behalf of their organization. Strong grasp of different types of asset classes, including MF, AIF, PMS, Insurance, and other structured products. Familiar with financial and compliance regulations and fiduciary responsibilities QUALIFICATIONS: Master's degree in Finance, MBA or equivalent qualification Minimum of 5-15 years of experience in Wealth management Proven track record of success in a similar role Excellent leadership, organizational, and communication skills Strong knowledge of products and taxation. Ability to identify and mitigate risks and make sound business decisions. Candidates with IRDA, NISM-VA certification will be preferred. Familiar with financial and compliance regulations and fiduciary responsibilities

1.New Wealth Client acquisition through Branches.2. Achieve revenue targets.3. Corporate Presentations & Tie-ups4. Regular Lead Generation Activities.

Financial Consultant/ Relationship manager JDCompany: Geojit Financial ServicesPosition: Financial Consultant or Financial AdvisorEducation: Minimum Graduation with NISM-5 or NISM -8 (preferred)Experience: 1+ years or Fresher with NISM certificateCTC: 18k to 25k per month ( can give upto 35k for deserving candidates)GENERAL ROLEResponsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc. Also acquire new clients and open Dmat accountsSummary of roleRoles and responsibilities is to open demat account of clients . 1. One to one interaction with clients to open DMAT account and solve queries. 2. Give demat account related services at client visit. 3. Explain the client benefits of opening the with us , & help them understand how to handle the account by giving demo. 4. Engaging with clients relations and asking them for referencing to open account. 5. Completing monthly target for fulfillment of the organization.ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & prospects Promote investments in Equity products, Currency trading, Mutual Funds, Insuranceand PMS Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and onmarket trends. Cross Sell to existing clients Keep regular contacts with the clients of the branch through telephone calls and meetings Assist team members in the Branch to close leads Provide investment application forms to clients and assist them in filling Provide after sales service, follow-up and ensure client retention Ensure the maintenance and enhancement of the AUM of the branch Prepare daily sales report and send to Branch Head and Sales Manager Make prompt entries in the back office of business done by branch in the Equity & Currency Segments Support branch promotional activities

Job Position: Part-Time Business Development/ Sales Executives Requirements : 1. Must be 25 years of Age 2. Must have Business Development/Sales experience in BFSI ( Banking / Financial Services ) 3. Should know cold calling 4. Should be available to spend 4-5 Hours /day ( 10 AM to 7 PM ) Job type: Part Time ( Work from Home ), 5 Hours/Day Salary: Rs 8,000 / Monthly ( incentives on achieving Targets ) Leads: To be provided by the Company & self-referrals are preferred Location: Anywhere in India

Position Name : Senior Wealth Manager / Senior Relationship ManagerDeal Criteria:Location :Bangalore - Onsite (only male candidates ) ,For Mumbai - Hybrid ( can consider female candidates as well )Notice Period: Immediate to 15 days, 30 days(Max.) (More than that Profiles will not considered)Must Have Skills:Overall Experience: 5+years ( can consider 4 years exp )Experience in Relationship management: 5 yearsExperience in wealth management : 5 yearsExperience in mutual funds / insurance in banks: 4 yearsCandidate can speak Bangalore native languageInterview Process : 2 Rounds1. Screening call2. Final interview with CEO

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES- Develop various sources of agent hiring & build a team of agent & agent pipe line- Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring- Development of agent prospecting habits, calling habits and work habits- Work with agent on planning and reviewing of activities and goals- Identify the training needs of the agent and work with Trainers to improve the same- Meet Business Targets- Improve agent productivity & retention- Maintain the quality vectors of business including persistency and surrender

The position is responsible for owning, managing and driving total passive business (ETFs, Index Funds and Fund of Funds) in South Zone (Karnataka, TN, AP, Telangana and Kerela) through consultative engagement with multiple channels and direct ClientsPurpose of the JobResponsible for achieving sales targets and development of passive funds market in South.Should be able to reach to the Direct clients, Wealth outfits, RIAs, PFs/Superannuation funds and select partners on his own or with the help of the respective ZH/ RH of the Zone/ Regions.Do cross selling of passive products to active clients.Focus on increasing the premium client base of passive investors by acquiring Family offices, UHNIs and HNIs.Regularly educate and inform the team on the ground about the latest ETF developments by conducting sessions on a periodic basis.Managing the zone with complete ownership of developing the passive business in the zone to substantial level.

Position: SALES MANAGERExperience: 8 - 12 Years of experienceLocation: Hyderabad, Delhi, BangaloreAbout this Job:The ideal candidate will lead in to generate and engage with channel partners to build new business for the company. This candidate will be focused and have strong communication skills. They should be having experience in managing teams and handling Clients for both B2B & B2C.Job Responsibilities:Channel Sales Role To acquire, establish, maintain and deepen the relationships with channel partners/distributors (IFAs/MFD/Wealth Managers, etc.) and drive sales of fractional ownership and other products of the organization.You will be dealing with Banking/ Mutual Funds/AIF/PMS/ Finance/Insurance Industry/Wealth Management/Real Estate Partners. To Tie-up with channel partners and other organized/unorganized channels and to drive the sales. To Train and assist the channel partners on our products and platform. To conduct regular events and activities to engage the partners and acquire new partnersTo maintain the database of the partners/clients, etc in an organized manner.To be willing to travel for events/seminars as per the requirements of the channel partner.To be willing to take care and manage the team along with deliverables.Job Requirements:Must have experience in Banking/ Finance/Insurance Industry/Wealth Management.Good to have connections with channel partners and worked in the CRM Portfolio.Should be comfortable traveling and meeting clients on the go.Excellent Communication skills and Interpersonal Skills.Proficiency in native language is an added advantage to the requirement.A Master's Degree is mandatory.Seek New Business and Meet Targets.Team building and team leading skills.Experience level - 8-12 yrs

To lead the whole branch banking sales & operations.1. Enhancement of Deposit pool from customers.2. Establishing standards and delivery of service.3. Sale of non-deposit products. Cross selling targets progressively.4. Sale of MF and insurance products.5. Fee income.6. Branch administration.7. Regulatory compliance.8. Manage productivity, morale of branch personnel.

Ultimate Wealth Pvt Ltd was started in Nov 2003 with an objective to provide unbiased distribution and excellent service standards. We regard client confidentiality as paramount and can boast of having more than 2000 customers who consider us as the Ultimate destination for their financial service requirements.Product: Mutual Funds Sales.Job Role: Field Sales Executive.Candidates have to go into the field. Generate leads on their own and meet the customers explain to them about the company and the product (Mutual Funds) & convince them to purchase the mutual funds from the company.Location: #45, Prabha Arcade, 1st Floor, Katriguppe Main Road (Near Vivekananda Nagar Bus Stop), Banashankari 3rd Stage, BENGALURU 560085.Requirements:1) Experience: Fresher is accepted with excellent communication &If Experienced, should have More than one Year experience in mutual funds sales. Experience has to be in mutual funds only.2) Qualification: 12th Pass & Above.3) Age: 22yrs 35yrs Max.4) Language: English communication has to be good, Kannada Mandatory.5) Gender: Males Only.6) Bike & License is a mandatory.Perks & Benefits:1) Salary: 3LPA- 5LPA, incentives (Quarterly).2) Working Days: Monday Friday, Saturday is a half a day.3) Working Hours- 9am-6pm, Saturday (9:30am 1:30pm).4) Week off: SundayJob Role: Senior Field Sales Executive.Candidates have to go into the field. Generate leads on their own and meet the customers explain to them about the company and the product (Mutual Funds) & convince them to purchase the mutual funds from the company. Candidates have to handle High Network Clients.Requirements:1) Experience: Above 5yrs in mutual funds.2) Age: 4oyrs Max.3) Qualification: 12th Pass & Above.Perks & Benefits:1) Salary: 5LPA- 10LPA. Incentives (Quarterly).2) Working Days: Monday Friday, Saturday is a half a day.3) Working Hours- 9am-6pm, Saturday (9:30am 1:30pm).4) Week off: Sunday

Monitor and identify clients.Develop strategies to sell financial products like mutual funds and insurance.Maintain client base through efficient interactions with clients and analyze any changes in clients needs.Coordinate with prospects to understand individual client requirement and recommend plans to ensure achievement of all objectives.Evaluate prospect requirements of clients.Administer all clients queries on financial issues, manage effective resolution of all customer complaints.Coordinate with other departments and maintain efficiency on all sales procedures and activities.

Hiring for 2 Sales Jobs in Bangalore with minimum 2 Years Experience,Required Educational Qualification is : Other Bachelor Degree with Good knowledge in Mutual Funds Sales,Financial Planner etc.

Refer job description. Conduct daily sales calling with prospective new clients and identify their needs. Provide and developsolutions and suggest schemes to clients basis their requirements and goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones andhence build AUM and AUA for the branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondarymarket trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of theorganizationConduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads

Experience : min 1 year in stock market,CTC : 18k to 25k per monthLocation: This JD is Common for all locationsGENERAL ROLEExecute operations, sales and administration jobs of the branch.

Desired Candidate profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description: Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews, Sys

Sourcing of New to Bank business banking accounts & Managing the Business Bankingportfolio assigned Assisting the clients business with different business banking products like OD/CC/BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolioclients Maintaining the service standards set by the bank in collaboration with the service supportteam Maintain Co-ordial relationships with internal stakeholder and external agencies togenerate leads for New to bank Clients.

Responsible for Concept Selling across the region, leveraging mapped distributor & investor relationships Drive Sales through National and Regional Distributors, RIAs, Wealth and other retail distribution channels.Design and execute sales strategies with local distribution channels and broking platformResponsible for ETF targets(Net Sales, Investor Count, IAP Events) for the Zone and to create positive environment to drive passive products salesTo conduct Regular Training and Knowledge Sessions for distributors, Internal Employees & investors across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related informationTo conduct Regular individual & group meetings with investors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital marketGrow, develop and activate new distribution and business verticals PMS, PFs, Broking, Family OfficesProviding critical ground level feedback for enhancing business activities, products & any other feedback based on customer & team interactionGive market feedback to central team on Competition Products Positioning and Product sales in marketRecommend ETF's as part of Asset Allocation / Core portfolio to investors directly or through RM

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES Develop various sources of agent hiring & build a team of agent & agent pipe line Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Development of agent prospecting habits, calling habits and work habits Work with agent on planning and reviewing of activities and goals Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Improve agent productivity & retention Maintain the quality vectors of business including persistency and surrender

Target Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.

Roles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base.Dealing and servicing of existing clients.Preparation and execution of Financial assessments.Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment.Generating the revenue primarily through core products.

We are Hiring for Back office work Jobs in Bangalore with minimum 2 Years Experience, Required Educational Qualification is Bachelor Degree with Good communication skills and operating system and knowledge of Insurance and Mutual Funds.

Position: Relationship Manager- Branch BankingCTC: up to 8.5 LPA + IncentivesExp. 2+ Yrs. in CASA Acquisition/Portfolio Management from BFSI IndustryLocation: Vizag, BangaloreEducation: Graduate/ PGIndustry: BankingJob Role:Development of new business and retention of existing customers.Nurture relationships with mapped clients for investment needs; maintain regular interactions with the customers to assess their needs.Contributing towards increasing liabilities size of relationship through balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.Increasing customer engagement through cross-selling investment and non-investment products.Cross selling of Third party products like LI, GI, FD, RD & Mutual Funds etc.Going for 2-3 clients meeting on daily basis to generate revenue.Job Mandates:Good communication & interpersonal skills.Candidates with lesser notice period will be given preference.Must be ok in field sales.Please share latest CV at amit@assuredjob.com and connect on 7827930908 for more details.