Mutual Funds Job Vacancies in Nagpur

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

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

Job descriptionAchieving business goals and revenue target. Overseeing operations, managing budget, and setting performance objective. Training, and supporting managers as well as conducting regular performance appraisals. Developing and implementing businessRequired Candidate profile-Proven work experience as a Sales Manager, Area Manager-Ability to measure and analyze key performance indicator-Ability to lead, motivate sales team, communication skill, problem-solving attitude

our strategy and people help us deliver the industrys most successful top-down, bottom-up investment process. Now, we are seeking an experienced portfolio manager who can add a fresh, unique approach to our team. Effectively use metrics and data visualization to report progress and support data-driven decision-making at the team or organization level Be an integral member of our advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth Deliver sound investment advice and strategies strategy based on market performance Manage the day-to-day operations of the portfolio, establish the working plan of each project phase Analyze and appraise the effectiveness of sales methods, costs, and results Facilitate project review and checkpoint meetings Bachelors degree in finance or related field Current certificates, which may include CFA, CFP, CAIA 1-2 years of financial or investment experience Knowledge of securities, insurance, and mutual fund industries Personal integrity and the ability to keep client and company confidences Proficient with financial planning software

JD 1. Managing the existing agents and Recruitment of the New agents 2. Planing and devising the local scheme and engagement program for Agents 3. Ensuring the agent productivity and activation4. Training and agent life cycle management 5. Brand development by conducting road shows 6. Ensure Nil discrepancy and high customer service satisfaction 7. Ensuring meeting of the targets month on Month basis assigned to SM* Key relationship/ customers* External Customers - IMDs (Life Insurance, Health company, Mutual funds) Housing socities and retail customers * Internal Customers - Sales Team, Operations Team, Finance Team, HC Team, Underwriting Team, Claims Team

Contacting potential clients to establish rapport and arrange meetings. Planning and overseeing new marketing initiatives. Researching organizations and individuals to find new opportunities. Increasing the value of current customers while attracting new ones. Finding and developing new markets and improving sales. Attending conferences, meetings, and industry events. Developing quotes and proposals for clients. Developing goals for the development team and business growth and ensuring they are met. Training personnel and helping team members develop their skills. new lead generate, working of exiting lead, francising.