Mutual Funds Job Vacancies in Ghatkopar

Job descriptionFincare Services is a Mumbai-based company that provides investment and insurance services to clients. They offer a wide range of investment services such as mutual funds, company fixed deposits, bonds, debentures, share broking, and portfolio management services. It also provides insurance options, including life insurance, health insurance, fire, theft, burglary, and car insurance. Additionally, they provide Fincare Services also offers individual tax advisory and planning, allowing clients to optimize their taxes with the help of qualified Chartered Accountants.

Job DescriptionAre You An Experienced Motor Insurance Sales Representative Looking For The Opportunity To Start A Successful New Career?We Are Looking For Outgoing And Dedicated Insurance Sales Representative Who Is Interested In A Rewarding Career In Insurance Sales. If You Are A High-Energy Type Of Person, Customer-Focused, And Have A Strong Desire To Succeed In A Sales Driven Environment, You Might Be The Perfect Candidate We Are Looking For!Duties And Responsibilities Research And Source Potential Clients And Build Long-Term Relationships With Them Persuade Prospective Clients To Engage In A Phone Conversation And/Or Meeting To Discuss Insurance Products Advise Clients On The Insurance Policies That Best Suit Their Needs Customize Insurance Programs To Suit Individual Clients Deliver Approved Policies To New Clients And Explain Benefits And Risks Of The Policy Re-Assess The Policy Needs Of Existing Clients After Life-Changing Events Fill-Out And Submit Applications, Issue Quotes, Maintain Client Records And Prepare Reports Keep Abreast Of Industry And Market Trends And Best PracticesRequirements 1+ Years Of Previous Working Experience As An Insurance Agent Excellent Communication And Presentation Skills Resilient Spirit And A Persistent Nature Impeccable Interpersonal Skills And Friendly Attitude Well Organized With Time Great Management Abilities

JOIN MDRT AGENCY With Govt Own Number 1 Insurane Company In IndiaTarget Oriented Sales/Marketing Job In Insurance FieldEarn Up To 1 Lakh Ruppes Per MonthAdditinal Insentives For Next 10 To 15 YearsResponsibilities Of Candidates Include: Doing Cold Calling Identifying Sales Opportunities Closing Business Deals Good Presentations Skills Following Up With Customers Meeting Sales Targets

JOIN MDRT AGENCY With Govt Own Number 1 Insurane Company In IndiaTarget Oriented Sales/Marketing Job In Insurance FieldEarn Up To 1 Lakh Ruppes Per MonthAdditinal Insentives For Next 10 To 15 YearsResponsibilities Of Candidates Include: Doing Cold Calling Identifying Sales Opportunities Closing Business Deals Good Presentations Skills Following Up With Customers Meeting Sales Targets

Acquire and manage individual retail customers for insurance, MF, bonds, and Fixed Income.Source leads through references, field activity, digital channels, and customer outreach.Conduct need-analysis, product presentations, and convert prospects into sales.Recommend suitable products based on customer risk profile and financial goals.Offer comprehensive investment and protection solutions to increase wallet share.Build long-term customer relationships for repeat business.

Resolving doubts, answering queries of Customers related to Financial Products & Services offered by the Company.NISM (National Institute of Securities Markets) training will be provided to all candidatesBrand, Salary, Day Shifts, Career opportunities with Financial Industry, Growth, Non BPO Job, NISM TrainingThe company was incorporated in 1988.

To identify investors for mutual fund and alternate investment products by prospecting through various initiatives and client acquisition strategies To service existing investors by meeting, sending regular market & portfolio updates etc. Educate existing and new clients regarding the range of applicable investment options available to them. Follow through on the investment actions approved by clients. Maintain an up-to-date knowledge of investment products. Managing and updating client portfolios. Maintain the existing relationships and leading in the development of new client relationships. To identify HNI customers for selling various alternate investment products. (Angel investing, Invoice Discounting, Lease Finance etc.) Tie up and co-ordinate with product providers for investment deal closure.

As a mutual fund distributor you have to advice people to invest in mutual fund and based on that you get commision.

Responsibilities: To promote all the product line of ICICI Prudential Mutual Fund To up sell ICICI Prudential Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling ICICI Prudential Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly callsQualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSIDesired Skill: Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently

To promote all the product line of companyTo up sell company's products to Retail/HNI ClientsTo generate fresh leads and acquire clients through reference to shore up the clienteleTo achieve sales and revenue targets spread across product mixTo achieve the business targets assigned in terms of up selling company's Products enhancing and upgrading the Client Net worth relationshipsProfiling customers and provide Investment plan & financial advice to the client/HNI clientsEnsuring the highest levels of service to the client /HNI clientsOne point of contact for the assigned clientTo execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls

Acquiring clients for Online MF channel Cross marketing of other Third party products like FD, Bonds, IPO (Initial public offering) through IFA ( Independent financial advisers) channel Acquiring new channel partners for Mutual Fund sales Achieving revenue targets by segment , MF and Third Party Products Maintaining relations with existing customers, driving business from existing Associates, doing renewal and maturity follow-up

Banks & 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. Interview process: 2 rounds of interview and 1 aptitude testCompany Name: confirmed on retrospective registration and prerequisite basis.

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.

Looking For an Equity Dealer,Equity Dealer, Mutual Fund , Marketing Exp - 0 to 2 YearQualification- B.com/Graduate Salary -5K -10K Plus invectivePreferably Candidate staying in & around Thane