Mutual Funds Job Vacancies in Gurgaon

Job descriptionThe Mutual Fund Operations Executive will be responsible for handling day-to-dayoperational processes related to mutual fund transactions, documentation, and clientinstructions.Required Candidate profileThe role requires strong attention to detail,effective communication,a client-centric approach to ensure smooth and timely service deliverycapitalplacement02@gmail.comP- 9891750342 W- 7895263093

Trading Account Opening meeting New Prospects .develop and Implement Effective Sales Strategies and Market Analytics.manage and Lead a Team of Sales Representatives.achieve Sales Targets and Monitor Performance Metrics.build and Maintain Strong Client Relationships.analyse Market Trends and Identify Growth Opportunities.prepare Sales Forecasts and Budgets.collaborate with Marketing and Product Teams to Enhance Customer Offerings.ensure Compliance with Regulatory Requirements.meeting Old and New Clients.maintaining Excel for Daily Working and Team.

Looking for Experienced Real estate Sales Executives for my Real estate Company

Required Private Wealth Banking,Experience required in Wealth RM,MF,PMS,AIFCandidate should be catchment area,proper knowledge in wealth products,handling HNI & Ultra HNI clientsExperience required min 8 years in same wealth segmentsLocation - Gurgaon,Delhi/NCRInterested candidate share your cv this email id amandeepkaur@bharticonsultants.inor Whatsapp 7888603008

We have vacant of 05 General Manager Wealth Tech Jobs in Gurgaon, Experience Required : 10 Years Educational Qualification : Post Graduate Diploma, M.B.A/PGDM Skill leadership, mutual funds, financial products, insurance provider etc.

Terminal SeatingOrder punching (on behalf of clients)Strong understanding of Mutual Funds, AIFs, PMS, and other financial products can be an added advantageExcellent interpersonal, communication, and relationship-building skills.-Identifying, acquiring, developing and maintaining customer relationshipsManaging and improving relationship values through latest updates & development in market

Candidate is required to have very basic knowledge of financial products like Mutual Funds, Stock trading etc.He/she will be required to manage the inbound leads along with outbound calls and converting leads to business.Performance based incentive will be given when desired results are met.Female candidate will be preferred

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.

Hiring for 2 Unit Manager Jobs in Gurugram / Gurgaon, Haryana, Mutual Funds, Financial Product ad Sales knowledge is preferable, Good convincing power, Good communication skill, for Freshers, Required Educational Qualification is : Professional Degree, Other Bachelor Degree with Good knowledge in Mutual Funds, Financial Product ad Sales knowledge is preferable, Good convincing power, Good communication skill etc.,

Job descriptionWe are seeking a detail-oriented Paraplanner (Relationship Manager) to support our financial planning and wealth management team. In this role, you will assist in preparinginvestment plans, conducting mutual fund research, and managing essential documentationRequired Candidate profileFinancial PlanClient Relationship ManagementMarket & Product KnowledgeCompliance & Process Adherence

Job descriptionWe are looking for a dynamic Sales Manager to drive business growth and build strong client relationships. The role involves guiding clients toward suitable financial solutions by understanding their financial needs and mf and insurance products.Required Candidate profileClient Acquisition & Business DevelopmentFinancial ServicesClient Relationship ManagementMarket & Product Knowledge