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Mutual Funds Job Vacancies in Udaipur

Sale Manager

Prerana Hr Solution

Retail Sales Manager Field Sales Executive Field Officer Customer Acquisition Banking Sales BFSI Market Executive Sales Executive Loan Sales Executive Insurance Advisor Insurance Sales Executive Credit Card Reconciliation Mutual Funds Sales Home Loan Walk in
ROLE & RESPONSIBILITY:Drive business for improving market share, profitability & growth across channels and products for the branch through demand generation, fulfillment and portfolio management with strong focus for growth in affordable segment. Driving business through acquiring new customers in the allocated region with focus to improve the affordable reach Nurturing the relationship with all sourcing partners - Connectors, Referral Partners and I Bank Enhancing business through increase in market share of affordable mortgage and deeper geography penetration along with other products i.e. LAP, Mortgage, Home Loan. Ensuring high levels of engagement for effective pre & post customer service. Responsible for login of files and ensuring smooth processing of files using available digital methods Complete control of NPA and Collections / overdue cases sourced Maintenance of portfolio health by ensuring lend to collect culture is followed up to the last mile Liaison with and manages legal, technical, collection, FI and RCU vendors Strong focus on post onboarding services, customer retention and audit management KEY SKILLS Understanding of mortgage related products and credit policies Regulatory, legal and compliance Knowledge relating to the mortgage industry Thorough understanding of market landscape and competitors in the region Selling and negotiation skills Excellent relationship management skills Good articulation and communication skills
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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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Sales Manager Bancassurance (Life Insurance)

ConnectIN Jobs Global

BFSI Bancassurance Agency Development Manager Agency Sales Banca Sales Agency Development Field Sales Field Sales Executive Field Sales Manager Field Executive Banking Insurance Banking Sales Actuarial Professionals NBFC Mutual Funds Sales Educational Walk in
Purpose of the Job: To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force.Job Profile Key Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/ Education or Any other sales.
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Relationship Managers - (Life Insurance) - Banca/Agency/Direct Marketing

ConnectIN Jobs Global

Banking Insurance Sales Coordinator BFSI Insurance Advisor Insurance Agent Loans Mutual Funds Field Executive 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 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
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