Mutual Funds Job Vacancies in Jabalpur

About the Company:*Mint Capital is a premier financial services organization and an authorized partner of Angel One, one of Indias leading stock broking and wealth management firm. We specialize in client acquisition, investment advisory, and trading services providing individuals with comprehensive financial solutions and the right investment guidance.---*Role Overview:*We are seeking *experienced and result-oriented Relationship Managers* to join our financial Investment team. The role involves engaging with potential clients, understanding their financial goals, and offering appropriate investment solutions in *Demat accounts, stock trading, mutual funds, and SIPs*.This position is ideal for professionals with strong financial knowledge and a passion for client interaction and revenue generation.---*Key Responsibilities:** Conduct field and telephonic meetings with potential clients to promote *Demat & trading account openings*.* Guide clients on investment opportunities, mutual funds, and stock market products.* Understand client requirements and provide customized financial solutions.* Achieve monthly and quarterly sales and brokerage targets.* Maintain regular follow-up and ensure *high client satisfaction* and *retention*.* Stay updated with market trends and product knowledge to better serve clients.* Collaborate with the internal operations team to ensure smooth onboarding and service delivery.---*Desired Candidate Profile:** *14 years of experience* in financial sales, broking, wealth management, or investment advisory.* Strong understanding of *stock markets, mutual funds, and Demat operations*.* Excellent communication and presentation skills with a customer-centric approach.* Ability to work independently and achieve assigned targets.* Candidates with *NISM certification* (Series V-A, Mutual Fund Distributor, or Equity Derivatives) will be preferred.* Should be comfortable with field meetings and client acquisition.---*Qualifications:** Graduate or Postgraduate in Finance, Commerce, Economics, or Business Administration.---*Perks & Benefits:** Attractive *Fixed Salary + Lucrative Incentives*.* Excellent *career growth and learning opportunities*.* Exposure to *diverse financial products* and client categories.* Supportive and growth-driven work culture.* Quick Vertical Growth.* Rewards- Domestic & International Trips, Coupons and gift vouchers.

*Acquiring & Opening New Demat/Trading Account of Clients.*Customer Handling and providing Beneficial Advice & Support to customers.*Technical Support (Application training and support)

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

We are looking for 25 Relationship Executive Posts in Patna, Bihar,Ranchi, Jharkhand,Bhopal, Madhya Pradesh,Jabalpur, Madhya Pradesh,Indore, Madhya Pradesh,Bhubaneswar, Odisha,nism,Mutual Funds Sales,Amcs, with deep knowledge in nism,Mutual Funds Sales,Amcs and Required Educational Qualification is : Other Bachelor Degree, M.B.A/PGDM, M.Com

Job Description1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation 2. Give high priority service to the customers as per the company processes 3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities brooking, derivatives, bonds and all the products promoted by the companyThanks & RegardsBhumika VermaContact Number :- +918989859705bhumika@bs2hire.co.in

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