Array ( [0] => mutual-funds [1] => kerala ) Mutual Funds Jobs in Kerala,Mutual Funds Job Vacancies in Kerala
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Mutual Funds Job Vacancies in Kerala

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Direct Sales Manager (2-8 Years)

TekPillar Services

  • 2 - 8 yrs
  • 4.0 Lac/Yr
  • Kochi
Field Sales Banking Insurance Casa Manager Real Estate Sales BFSI Fmcg Sales M Mutual Funds Credit Underwriting Agency Channel BDM Channel Development Pharma Distribution Manager Direct Sales B2c Marketing B2c Sales
We seek a motivated and proactive insurance sales manager to join our team. The role involves driving new business by promoting and selling insurance products to prospective clients. Responsibilities: Developing an effective strategy to attract clients. Build a team in the open market. Building a strong relationship with the new and existing clients. Handling insurance policy renewals. Identify, recruit, and manage advisors/agents. Develops a base for long-term sources of clients. Explain various insurance policies and products to potential and existing clients, guiding them toward the best coverage. Requirements: 2+ years of work experience in any field sales area. Preferably a bachelors degree. Must be a local candidate. Driving and biking are mandatory. information contact here: +91 84888 33693 shraddha@tekpillar.com
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Opening For Sale Associate

Skywings Advisors Private Limited

Stock Broking Demat Mutual Funds Mutual Funds Sales Insurance Broking Equity Broking
Direct Responsibilities Acquire customers as per business plan Revenue Generation as per assigned Targets Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Conduct sales promotion activities regularly Activation of clients Seek references from customers/prospects
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Research Executive

Athachi Finserv

  • 2 - 8 yrs
  • Palakkad
Mutual Funds Mutual Funds Sales Capital Market
Responsibilities:Promote and sell various financial products, such as stocks, bonds, mutual funds, and other securities, to clients. Provide investment recommendations based on their needs and risk tolerance.Execute buy and sell orders on behalf of clients using trading platforms and stock market terminal systems. Ensure orders are processed accurately and in a timely manner.Maintain and manage client accounts, including updating account information, monitoring account activity, and addressing client inquiries.Ensure that all trading activities and client interactions comply with regulatory requirements, including Know Your Customer (KYC) and AntiMoney Laundering (AML) regulations.Maintain accurate records of all trading activities, transactions, and client communications. Ensure compliance with regulatory reporting requirements.Assist in managing the operational aspects of trading, including settlement processes, account reconciliation, and compliance with trade settlement regulations.Educate clients about financial markets, investment products, and trading strategies to help them make informed decisions.Qualifications: -Bachelor's degree in finance, economics, business, or a related field. Sales and Operations Associate in the Stock MarketKnowledge of financial markets, investment products, and trading platforms.Proficiency in using stock market terminal systems and trading software.Experience:Operational ExcellenceAccount ManagementMarket Analysis and ResearchRelationship ManagerMutual Fund Sales RepresentativeFinancial Consultant
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Relationship Associate Bancassurance (Life Insurance)

ConnectIN Jobs Global

Field Sales BFSI Life Insurance Sales Sales Development Manager Life Insurance Sales Banking Sales Agency Development Manager Banca Sales Bancassurance Inside Sales Executive Loan Sales Executive Mutual Funds Sales Life Insurance Advisor Walk in
Description Responsible for business target achievement through sale of life insurance products to customers of partner branched Responsible for branch activation & lead generator (LG) activation through regular engagement with partner branch staff. Conduct regular sales activities within branch and catchment areas to generate leads from territory. Maintain discipline & rigor of daily sales activities DSR & LMS input. Ensure adherence to end to end business process with in the specified timelines. Adhering to regulatory requirements & monitoring quality of business. Ensure timely resolution of queries and complaints, and controlling the instances of adverse customer experience.Skill & Knowledge required Should be presentable with good communication skills. Should be good at relationship building/management. Should have excellent communication, inter personal and managerial skills. Should have understanding of Insurance and related financial market products. Local navigation skills of Present city. Ability to work effectively in highly demanding and competitive environment.
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BPO CompaniesInsurance CompaniesEduTech CompaniesSoftware CompaniesBanksFinance CompaniesSecurities Companies

Royal HR

Sales Agent Development Executive Development Manager Life Insurance Advisor Life Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant
Greetings from the Royal HR Recruiter CompanyHuge Jobs Openings In Multiple Companies:-BPO CompaniesInsurance CompaniesEduTech CompaniesSoftware CompaniesBanksFinance CompaniesSecurities CompaniesLocation: openings in all locations of all zonesCTC:2LPA to 5LPAHiring Criteria:Age: 45 limit maximumRequired any Graduation/PGRequired 1 to 5 year's experienceExperience required into:Life InsuranceHealth insuranceSecuritiesFinancial ServicesBanking SalesHousing FinanceAny Loan salesAny Sales ExperienceGeneral InsuranceInterview Mode: Daily Walk-in interview DrivesSend cv whatappWe Provide FreeJobs in Pan India location. Regards,HR DIPANWITARoyal HR Recruiter TeamMumbai
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Financial Service Executive Sales Job

HDFC SALES

  • 1 - 3 yrs
  • Kottayam
Financial Associate Sales Executive Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant
Cross selling financial products like Life insurance, General insurance, FD, MF etc
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We Are Hiring Insurance Agents Across India

Nayana Studio CSC

  • 0 - 6 yrs
  • 3.0 Lac/Yr
  • Kerala
Sales Advisor Life Insurance Advisor Life Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Sales Associate Sales Assistant Sales Marketing Executive Work From Home
We are hiring insurance agents across India.Remuneration : Commission + Salary Maximum Monthly Salary: 25000
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Business Development Manager

Athachi Finserv

  • 2 - 8 yrs
  • Palakkad
Stock Broking Mutual Funds Mutual Funds Sales
Responsibilities:Market Research: Conducting market research to identify new business opportunities and market trends. This includes analyzing competitors and assessing market demands.Lead Generation: Generating leads through various channels such as cold calling, networking, attending events, and utilizing online platforms.Relationship Building: Developing and maintaining relationships with potential clients, partners, and other stakeholders to nurture business opportunities.Proposal Development: Creating proposals and presentations tailored to the needs of potential clients, outlining the company's products or services and how they can address client needs.Negotiation: Negotiating terms and contracts with clients, ensuring mutual benefit and profitability for both parties.Sales Strategy: Developing and implementing sales strategies to achieve targets and objectives set by the company in share broking and mutual funds.Collaboration: Collaborating with other departments within the company, such as marketing, product development, and finance, to support business objectives.Reporting and Analysis: Tracking sales performance, analyzing data, and preparing regular reports for management to assess progress and identify areas for improvement.Customer Feedback: Gathering and analyzing customer feedback to identify areas for improvement and inform product development and marketing strategies.Networking: Building and maintaining a network of contacts within the industry to stay updated on market trends, industry developments, and potential business opportunities.Training and Development: Providing training and guidance to sales teams or other relevant staff members to enhance their business development skills and knowledge.Adaptability: Being adaptable and flexible to respond to changing market conditions and business priorities.Qualifications: -Bachelor's degree in finance, economics, business, or a related field. Sales and Operations Associate i
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Jobs by Related Category

Looking For Sale Executive

Athachi Finserv

  • 2 - 8 yrs
  • Palakkad
Mutual Funds Sales Equity Sales Equity Advisor Stock Broking
RESPONSIBILITIES Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients Doing daily meeting with clients and responsible for lead conversion Responsible for business development through acquisition of high net-worth clients. Monitor financial market trends to ensure that client plans are responsive. Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Mandatory numbers of meetings with clients to keep them updated with the current market scenario. Will be responsible for primarily selling Equity based investment products and Mutual funds. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets, based on revenue generation through investment products. Provide regular updates to the immediate superior as and when required Collecting KYC documents and required documents of Customers getting file ready and ensuring all the other required formalities are done. Ensure 100% compliance with company policies, procedures and guidelines Doing Marketing activities and promotional campaign for generating leads Analyse client portfolios and make necessary suggestions. Recommend financial products. Responsible for identifying customer needs and assessing their risk appetite Provide regular updates to the immediate superior as and when required Create and enforce plans that will help meet the needs of the customer.QUALIFICATIONS Graduate / Post graduate with 2+ yrs experience in direct selling of financial products from any financial services industry. Should have good communication & presentation skills. May have good existing client relationships in the market. Should be a self-starter, proactive & target oriented. Should possess strong networking & relationship building skills
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Looking For Relationship Manager Wealth

Skywings Advisors Private Limited

Private Banking HNI Sales Insurance Sales Mutual Funds Equity Sales
Role Wealth Relationship ManagerResponsibilities1. Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.2. Manage clients through client visits, suggest financial products to the clients and achieve business target.3. Responsible for product penetration and increasing clients wallet share.4. Identifying prospective clients & acquiring new clients.5. Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile6. Should have at least 4 Years of experience handling Wealth Product Sales.Required candidature:1. Any Graduate / Postgraduate with relevant Experience.2. Good relationship management and service focus skills.3. Good communication and presentation skills.4. Investment Product knowledge is mandatory.Perks & Benefits:Bi-annual appraisal program.Growth in fixed CTC twice in a year with attractive quarterly incentives.
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Relationship Manager Wealth

Skywings Advisors Private Limited

Private Banking HNI Sales Mutual Funds Equity Sales HNI Acquisition Insurance Sales Banking Sales Walk in
1. Catering to the investment needs of clients by providing them research-based advicein MF, Insurance, PMS, equity & Structured Products offerings etc.2. Identify & acquire prospective HNI clients.3. Manage clients through regular meetings.Required Candidate profile:1. Mini. 4 yrs. exp. in handling Wealth Product Sales & managing / acquiring wealth & HNI clients.2. Candidate should be comfortable in individual role.Perks and benefits:1. Quarterly incentives2. Two times appraisal in a year
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Wealth Relationship Manager

Skywings Advisors Private Limited

Relationship Manager Wealth Management HNI Acquisition HNI Sales Insurance Sales Equity Sales Mutual Funds Sales Banking Sales Product Portfolio Management Walk in
Roles and Responsibilities:1. Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.2. Manage clients through client visits, suggest financial products to the clients and achieve business target.3. Responsible for product penetration and increasing clients wallet share.4. Identifying prospective clients & acquiring new clients.5. Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile1. Should have at least 4 Years of experience handling Wealth Product Sales.2. Any Graduate / Postgraduate with relevant Experience.3. Good relationship management and service focus skills.4. Good communication and presentation skills.5. Investment Product knowledge is mandatory.Perks & Benefits:Bi-annual appraisal program.Growth in fixed CTC twice in a year with attractive quarterly incentives.
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Opening For Relationship Manager

TekPillar Services

  • 1 - 6 yrs
  • 4.5 Lac/Yr
  • Thiruvananthapuram
Sales Fmcg Sales BFSI Equity Broking Stock Broking Mutual Funds Sales Demat Insurance Sales Banking Casa Manager Direct Sales Financial Reporting Life Insurance B2B Sales B2c Sales Channel Development Field Sales BDM Team Management Skills Customer Relationship Negotiation Skills
Hiring Sales Professionals for India's Leading Company!Roles and responsibilities:: New client acquisition to acquire 7-8 new clients per month from open marketCross selling of third party investment productsRevenue generation revenue to be generated from the all the products from sourced accountsRequired Candidate profile::Experience: 1+ Year in BFSI Sales, Marketing in any domainGraduation CompulsoryStrong leadership and communication skillsGoal-oriented with a focus on resultsFor more info.CALL: 84888 33693
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Relationship Officer Freshers Hiring (Bancassurance)

ConnectIN Jobs Global

Bancassurance Bancassurance Executive Life Insurance Life Insurance Sales BFSI NBFC Agency Development Manager Agency Development Mutual Funds Sales Loan Sales Executive Home Loans Mortgage Loans Finance Advisor Sales Field Sales Field Sales Executive Walk in
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:Need Freshers /Experienced on Urgent basis !1. Sound knowledge about Life Insurance Sales.2.Good Communication and Interpersonal Skills3.Interest in banking sales / field sales4.Excellent communication skills.5.Should be sales driven.6.High level of energy.
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Bancassurance Sales Executive (Life Insurance)

ConnectIN Jobs Global

Agency Sales Manager Agency Development Agency Sales Direct Marketing Executive Direct Sales Banca Sales Bancassurance Bancassurance Manager Bancassurance Executive Agency Development Manager Agency Channel Manager Agency Manager Mutual Funds Sales Walk 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 requiredLife 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.
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Bancassurance Executive ( Life Insurance)

ConnectIN Jobs Global

Life Insurance BFSI Banking Insurance Life Insurance Sales Banca Sales Bancassurance Manager Agency Development Manager Mutual Funds Sales Loan Sales Executive Agency Sales Credit Cards Field Sales Sales Walk 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.Bancassurance JD :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.
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