Mutual Funds Job Vacancies in Chennai

We are seeking a Telesales Executive to join our team in Chennai. The ideal candidate will have 1 to 3 years of relevant experience and will be responsible for engaging with prospective customers over the phone to drive sales.**Key Responsibilities:**- **Conduct Outbound Calls:** Make regular calls to potential clients, introducing our products or services and explaining their benefits to stimulate interest.- **Qualify Leads:** Identify the needs and preferences of potential customers to determine if they are suitable leads for our offerings.- **Achieve Sales Targets:** Meet targeted sales numbers by efficiently closing deals and following up on leads, demonstrating strong persuasive skills.- **Maintain Customer Relationships:** Build and maintain a good rapport with clients through excellent communication and service, ensuring customer satisfaction and loyalty.- **Update CRM Systems:** Accurately record customer interactions and sales activities in the Customer Relationship Management system for tracking and reporting purposes.- **Collaborate with Team Members:** Work closely with the sales team and management to refine sales strategies and share insights on customer feedback and market trends.**Required Skills and Expectations:**The successful candidate should have strong communication and interpersonal skills, enabling effective conversations with diverse clients. A proven ability to handle objections and persuade customers is essential, as is a self-motivated attitude with a focus on achieving sales goals. Familiarity with CRM software and basic computer skills are also necessary. You should be adaptable, open to feedback, and ready to learn in a fast-paced environment.

Roles and Responsibilities*Handling Mutual Funds division and end to end operations of it.*MF corporate action process like dividend payout /dividend reinvestment issue to clients by coordinating with RTA/AMC.*Effective handling & monitoring day to day Operations viz transaction processing, effective allotment / pay outs, monitoring Controls, KYC, Audits etc.*Coordination with RTA.*Smooth Branch coordination - to ensure minimal complaints and quick resolution.*Handling various day to day transaction activities.*Monitoring activities and handling evaluation of Agents performance.*Processing of Applications for new entities by uploading in DBMS software.*Ensuring Agents are compliant with Regulatory framework.*Support to sub agents regarding transactions, software installation, reimbursements and reconciliation.*Administrative support for all data entry on daily basis with MS Excel.

Greetings From Probity Consultancy Relationship Manager - Wealth Management, Life insurance, Health insurance Experience - Min.1year Chennai * Good experience in sales * Good communication skills *** IF INTERESTED APPLY TO THIS POST OR CONTACT TO THE NUMBER MENTIONED ***

Job Responsibilities:- Conduct outbound calls to engage leads and promote insurance products.- Gain in-depth knowledge of insurance products and effectively communicate their benefits to potential clients.- Achieve or surpass sales targets within designated timeframes.- Conduct direct meetings with clients based on their needs (applicable for male candidates).Benefits:- Attractive salary with incentives based on performance.- Opportunities for training and career growth.- Potential to earn incentives up to 3 Lakhs per quarter.- Enjoy statutory benefits like PF, ESI & Health insurance.Requirements:- Any degree holder, aged 20-30 years.- 0-5 years of experience (preferred).- Proficiency in Tamil and English.

Position: Relationship Manager - Mutual Funds (B2B Sales)Department: SalesReports To: Sales HeadLocation: ChennaiEmployment Type: Full-TimeJob Summary:The Relationship Manager is responsible for acquiring, managing, and growing B2B relationships with financial intermediaries like financial advisors and institutional clients. The role focuses on driving mutual fund sales, providing tailored investment solutions, and ensuring long-term client satisfaction.Key Responsibilities:Client Acquisition: Identify and target financial advisors, wealth managers, and institutional clients.Relationship Management: Build and maintain strong client relationships to drive mutual fund sales.Sales Strategy: Develop and execute strategies to meet sales targets.Product Knowledge: Stay updated on mutual fund offerings and market trends to provide informed advice.Client Support: Offer ongoing support and service to ensure client satisfaction and retention.Requirements:Proven experience in B2B sales, preferably in financial services.Strong understanding of mutual funds and investment products.Excellent communication and relationship-building skills.

Responsibilities: Drive sales of Mutual Funds, Non Convertible Debenture, Fixed Deposits, SIPs, TPP, etc. Achieve aggressive sales targets set by the company. Develop and maintain relationships with clients to promote financial products. Provide financial advice and guidance to clients based on their needs. Stay updated on market trends and product knowledge.Requirements: Proven experience in sales, preferably in the financial services sector. Strong understanding of Mutual Funds, Non Convertible Debenture, Fixed Deposits, SIPs, TPP, etc. Excellent communication and interpersonal skills. Ability to work under pressure and meet deadlines. Relevant certifications or qualifications in finance or sales would be a plus.

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

Applicant must have these certificate currently. NISM SERIES 8 CERTIFICATE equity derivativesPrime Responsibility - Revenue generation from Dealing & Other Product & Services. ESSENTIAL DUTIES & RESPONSIBILITIES. 1.Execute the orders on behalf of clients and operating stock trading terminals2. Confirmations of trade done by EOD3. Update Client about their Position.4. Solving Queries of the customers.5. Accurate & timely execution of orders on terminal6. A Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation.7. Activation of inactive clients8. Cross selling other products9. Regular Meetings with clients for maintaining relations10. Proper confirmations of trades to clients on daily basis.

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

Immediate requirement of Trainers for the Banking Domain. Would prefer the trainer to have a background in the Banking industry or someone with experience in training for the Banking Sector.

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

Hiring for 3 Customer Relationship Manager Jobs in Chennai, Tamil Nadu,Banking Officer,Financial Services,Health Insurance Counselor,Mutual Funds Sales,Stock Broking, with minimum 1 Year Experience,Required Educational Qualification is : Other Bachelor Degree with Good knowledge in Customer Relationship,Siebel,Marketing,MS CRM, Banking Officer,Financial Services,Health Insurance Counselor,Mutual Funds Sales,Stock Broking etc.Weekly 2 days offOther Benefits PF

.Providing Financial planning & Investment Advice to investors Candidate with experience in selling financial products. Understanding the clients needs and be able to advise effectively on portfolio decisions and suitable investment ideas. Candidate from Private banking institutions & Asset management companies are preferred. Good exposure in Inside Sales. Interested to Work in target-oriented environment.Skills Good verbal and written communication skills. NISM Certification preferred. The ability to prioritize work and to work well under pressure. Integrity and discretion when handling confidential information. Good communication in Hindi will be an added advantage.

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.

Roles and ResponsibilitiesReceiving callsOnline DealingBuying & Selling of sharesConfirmation & execution of ordersPromoting financial productsAbility to understand online trading platform

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

Refer job description.Conduct daily sales calling with prospective new clients and identify their needs.Provide and develop solutions and suggest schemes to clients basis their requirements and goal Conduct 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 and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secondary market trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of the organizationConduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc.Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numer

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.

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.

Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.

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.

1* Managing a mutual fund team of 5 members (SIP team, 3 RMs & 2 Telecallers). *Generating revenue through MF SIP & Lump sum. * New client acquisition. * Retaining existing client by providing proper market updates and portfolio management services. * Cross selling. 2 * Organizing IAP (Investor Awareness Program) to our priority client. * Preparing individual and team MIS, and reporting to Sales Head. *Prepare & submit a report on the activities during each month. *Minimum of 8 years of relevant experience in wealth management, including at least 5 years of leadership experience.*Excellent leadership and communication skills.*Having knowledge of Excel is essential for this position.*Proven track record of achieving targets and growing revenue.*Strong knowledge of financial planning and investment strategies.*Ability to motivate and inspire team members to achieve their goals.*Good command of oral and written English and the ability to converse freely and build rapport.*Experience in Sales process end to end is a plus

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.