Mutual Funds Job Vacancies in Thane West

Were Hiring: Wealth Manager Sales (Banking / Financial Services / Broking)Location: Delhi Mumbai Bangalore Experience: Minimum 23 years in PMS , Mutual Funds & AIFAge: Up to 40 yearsAbout the Role:We are looking for passionate Wealth Managers with strong expertise in Portfolio Management Services (PMS) , Mutual Funds and Alternative Investment Funds (AIF) to join our growing team. This role demands a proactive approach to wealth creation and client relationship management.Will be responsible for primarily selling Equity based investment products (Investment Advisory, Portfolio Management Services, PMS)Responsible for identifying customer needs, assessing their risk appetite and providing them investment options .What Were Looking For: 23 years of relevant experience in PMS , Mutual funds & AIF Strong understanding of investment strategies Excellent communication & client management skills

Job Details :- Channel: Distribution Expansion We are planning to acquire completely new clients who have not previously invested in ICICI Prudential AMC. To acquire these clients the RMs should be able to source them directly from the open market without any database or lead support. Mandatory hygiene check: - Strong communication skills - Smart personality and selling attitude with good knowledge of Mutual Funds. - Avoid Virtual Relationship Managers who dont meet the clients personally. - Open for Field sales, cold calling and new client acquisitions - Need to source clients directly from the open market, no database would be provided - Should be willing to come for physical interview. - NISM certified preferred, if not candidate has to clear NISM prior to joining

Looking For an Equity Dealer,Equity Dealer, Mutual Fund , Marketing Exp - 0 to 2 YearQualification- B.com/Graduate Salary -5K -10K Plus invectivePreferably Candidate staying in & around Thane

JOIN MDRT AGENCY With Govt Own Number 1 Insurane Company In IndiaTarget Oriented Sales/Marketing Job In Insurance FieldEarn Up To 1 Lakh Ruppes Per MonthAdditinal Insentives For Next 10 To 15 YearsResponsibilities Of Candidates Include: Doing Cold Calling Identifying Sales Opportunities Closing Business Deals Good Presentations Skills Following Up With Customers Meeting Sales Targets

Resolving doubts, answering queries of Customers related to Financial Products & Services offered by the Company.NISM (National Institute of Securities Markets) training will be provided to all candidatesBrand, Salary, Day Shifts, Career opportunities with Financial Industry, Growth, Non BPO Job, NISM TrainingThe company was incorporated in 1988.

To identify investors for mutual fund and alternate investment products by prospecting through various initiatives and client acquisition strategies To service existing investors by meeting, sending regular market & portfolio updates etc. Educate existing and new clients regarding the range of applicable investment options available to them. Follow through on the investment actions approved by clients. Maintain an up-to-date knowledge of investment products. Managing and updating client portfolios. Maintain the existing relationships and leading in the development of new client relationships. To identify HNI customers for selling various alternate investment products. (Angel investing, Invoice Discounting, Lease Finance etc.) Tie up and co-ordinate with product providers for investment deal closure.

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

Responsibilities: To promote all the product line of ICICI Prudential Mutual Fund To up sell ICICI Prudential Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling ICICI Prudential Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly callsQualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSIDesired Skill: Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently

To promote all the product line of companyTo up sell company's products to Retail/HNI ClientsTo generate fresh leads and acquire clients through reference to shore up the clienteleTo achieve sales and revenue targets spread across product mixTo achieve the business targets assigned in terms of up selling company's Products enhancing and upgrading the Client Net worth relationshipsProfiling customers and provide Investment plan & financial advice to the client/HNI clientsEnsuring the highest levels of service to the client /HNI clientsOne point of contact for the assigned clientTo execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls

Acquiring clients for Online MF channel Cross marketing of other Third party products like FD, Bonds, IPO (Initial public offering) through IFA ( Independent financial advisers) channel Acquiring new channel partners for Mutual Fund sales Achieving revenue targets by segment , MF and Third Party Products Maintaining relations with existing customers, driving business from existing Associates, doing renewal and maturity follow-up

Banks & Financial Institutions Group (BFIG) department is a part of the Corporate, Institutional & Investment Banking (CIIB). At BFIG we mange client relationship & cross sell banking products such as Trade, Cash Management solution, FX, Custody, CBLO , Treasury & Liability products. The ARM primary roll to support RMs for client requirements, strengthen relationship & increase business share.Job Role: Candidate must have 1-3 years of experience in managing clients preferably corporate, Institutional or MNC sector with basic understanding of Banking product, KYC & Process. Meet clients, track identified opportunities, strengthen client relationship along with RMs Monitor Trade / FX flows & coordination with Treasury team for rate related queries Arrange necessary approvals for client related matters from Sr. Management Coordinate with Compliance, Legal, Ops, CAD, Seso, TD desk for client related queries Arrange regular calls with Trade desk, Seso along with client for better coordination & query resolution. Strengthen client relationship, improve client recall and grow businessJob Requirements: Should have 1 -3 yrs. of minimum relevant experience Prior experience in managing MNC, Corporate or Financial Institutions preferable Good spoken & written communication skills Positive attitude & believes in team work. Interview process: 2 rounds of interview and 1 aptitude testCompany Name: confirmed on retrospective registration and prerequisite basis.

Department: BFIG Assistant Relationship Manager (ARM) Location: MumbaiReporting To: Insurance and MF Segment HeadGrade: M2 / M3Banks & Financial Institutions Group (BFIG) department is a part of the Corporate, Institutional & Investment Banking (CIIB). At BFIG we mange client relationship & cross sell banking products such as Trade, Cash Management solution, FX, Custody, CBLO , Treasury & Liability products. The ARM primary roll to support RMs for client requirements, strengthen relationship & increase business share.Job Role: Candidate must have 1-3 years of experience in managing clients preferably corporate, Institutional or MNC sector with basic understanding of Banking product, KYC & Process. Meet clients, track identified opportunities, strengthen client relationship along with RMs Monitor Trade / FX flows & coordination with Treasury team for rate related queries Arrange necessary approvals for client related matters from Sr. Management Coordinate with Compliance, Legal, Ops, CAD, Seso, TD desk for client related queries Arrange regular calls with Trade desk, Seso along with client for better coordination & query resolution. Strengthen client relationship, improve client recall and grow businessJob Requirements: Should have 1 -3 yrs. of minimum relevant experience Prior experience in managing MNC, Corporate or Financial Institutions preferable Good spoken & written communication skills Positive attitude & believes in team work.

Position: Insurance and Mutual Fund Relationship Manager - Banks and Financial Institutions GroupBFIG:Banks and Financial Institutions Group (BFIG) as a group in the bank has the following verticals Custody, Correspondent Banks, Private Equity, Insurance, Mutual Funds, Capital Markets and NBFC.The Insurance and Mutual Fund Business vertical in the Banks and Financial Institutions Group (BFIG) department is a part of the Corporate, Institutional and Investment Banking (CIIB). The Insurance and Mutual Fund Business specializes in offering the complete suite of banking products to Insurance, Reinsurance, Reinsurance Brokers and Mutual Fund clients. We mange client relationships pan-India and leverage relationship and cross sell all banking products such as General Banking, Trade, Cash Management solution, FX, Custody, CBLO, Treasury and Liability products. The RM has to work with product partners to maximize revenues cross group. Desired Skills / Competencies / Job Description:1. Focus on Insurance segment. Candidate must have experience in handling insurance clients. He should have basic understanding on Trade, CMS, Foreign Exchange Flows and Liability products 2. Acquire and on board new clients in Insurance and Mutual Fund segment3. Maximize cross-sell with Custody, CBLO, Wealth, Salary Proposition and other group company products4. Prior experience in managing Insurance and Mutual Fund clients is preferred 5. Ability to influence and build relationship with institutional clients6. Analytical skills and understanding of financial statements / balance sheets 7. Strong verbal and written communication skillsQualification: MBA from reputed institutes or CA or CFAExperience: Should have 6 to 10 years of business / sales experience in relevant business of wholesale bankingWork location: MumbaiSalary: INR 18 LPA to INR 20 LPANo of vacancies: 3 numbersContact HR: Mr. Martin