Mutual Funds Job Vacancies in Hyderabad

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.

Sell various types of insurance policies to potential clients such as car, home, health, and lifeinsurance.Build and maintain relationships with clients by providing excellent customer service.Analyze clients' current insurance policies and suggest add-ons or new policies to suit theirneeds better.Generate new business leads through various sources such as cold calls, networking events, andreferrals.Meet or exceed set revenue and sales targets every month.Stay up-to-date with changes in the insurance industry and new products.Provide support and assistance to clients during the claims process.Nurture client relationships and address clients' questions regarding financial plans andstrategies.Analyze clients' requirements and recommend the most suitable combination of financialsolutions offered by UPONLY to meet their short-term and long-term financial needs holisticallyand securely.Establish and maintain strong client relationships, providing ongoing support, regularlyreviewing investments for potential reassessment, and keeping clients informed about updatesInterested? Apply now on rishi.verma@uponly.in or call at 8451945239

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.

Responsibilities:Develop and implement effective sales strategies to meet and exceed business targets in the Banking sector.Identify and cultivate new business opportunities, ensuring a steady pipeline of potential clients.Build and maintain strong relationships with existing clients, providing excellent customer service and addressing their financial needs.Lead, mentor, and motivate a team of sales professionals to achieve individual and team targets.Stay updated on industry trends, market conditions, and competitor activities to inform business strategy.Collaborate with cross-functional teams to ensure seamless customer onboarding and satisfaction.Prepare and present regular sales reports and performance analysis to the management.Requirements:Minimum of 2 years of experience in field sales or life insurance.Graduation from a recognized university.Proven track record of meeting or exceeding sales targets.Excellent communication, negotiation, and interpersonal skills.Strong leadership and team management abilities.Knowledge of the banking and financial services industryAbility to adapt to a dynamic and fast-paced work environment.Compensation:Competitive Salary: INR 2.75 to 3.75 LPAContact Person: HR Team: Pavan

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

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

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.

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

We are looking for a competitive Insurance Sales Executives to help us expand our business by actively seeking and acquiring new clients. You will identify their needs and demands and sell accordingly.The goal is to formulate strong relationships to ensure growth and preserve and augment our firms prestige.Responsibilities Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones Contact potential clients and create rapport by networking, cold calling, using referrals etc Appraise the wishes and demands of business or individual customers and sell the suitable protection plans

To recruit, engage and launch BMs To ensure that BMs recruit, appoint and train PFAs Conduct regular BM and PFA meetings and update them on new earning opportunities and enablement initiatives Ensure BMs and PFAs are adequately trained by the training team for the Job To drive BMs & PFAs to achieve their earning goals thereby achieving personal business target To ensure leads allocated from HO in SAMS are worked upon and updated Protect existing customer base by engaging with them and keeping the policies persistency To handle complaints of team, customers & ensure timely & proper resolution

We are looking for 900 insurance sales Posts in Delhi,Noida,Ghaziabad,Agra,Allahabad,Mumbai,Pune,Hyderabad,Bihar,Jharkhand,Shimla,Chandigarh,Bhopal with deep knowledge in Direct Marketing,Life Insurance,General Insurance Sales,Real Estate Sales,Mutual Funds Sales,Banking Sales,Insurance Training,Agent Recruitment, credit card sales,good communication skills and Required Educational Qualification is : Higher Secondary, Secondary School, Diploma, Advanced/Higher Diploma, Professional Degree, Other Bachelor Degree, B.A, B.C.A, B.B.A, B.Com

We are looking for a competitive Insurance Sales Executives to help us expand our business by actively seeking and acquiring new clients. You will identify their needs and demands and sell accordingly.The goal is to formulate strong relationships to ensure growth and preserve and augment our firms prestige.Responsibilities Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones Contact potential clients and create rapport by networking, cold calling, using referrals etc Appraise the wishes and demands of business or individual customers and sell the suitable protection plans

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.

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.

We are seeking a highly motivated and result-oriented Sales Development Manager for our Banking sector operations. The ideal candidate will be responsible for driving sales strategies, achieving business targets, and expanding our customer base in the region. If you have a proven track record in field sales or life insurance, along with excellent communication and leadership skills, we invite you to apply for this exciting opportunity.Responsibilities:Develop and implement effective sales strategies to meet and exceed business targets in the Banking sector.Identify and cultivate new business opportunities, ensuring a steady pipeline of potential clients.Build and maintain strong relationships with existing clients, providing excellent customer service and addressing their financial needs.Lead, mentor, and motivate a team of sales professionals to achieve individual and team targets.Stay updated on industry trends, market conditions, and competitor activities to inform business strategy.Collaborate with cross-functional teams to ensure seamless customer onboarding and satisfaction.Prepare and present regular sales reports and performance analysis to the management.Requirements:Minimum of 2 years of experience in field sales or life insurance.Graduation from a recognized university.Proven track record of meeting or exceeding sales targets.Excellent communication, negotiation, and interpersonal skills.Strong leadership and team management abilities.Knowledge of the banking and financial services industryAbility to adapt to a dynamic and fast-paced work environment.Compensation:Competitive Salary: INR 2.75 to 3.75 LPAContact Person: HR Team: Pavan

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.

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.