5

Mutual Funds Sales Job Vacancies in Bhubaneswar

filter
  • Location
  • Role
  • Functional Area
  • Qualification
  • Experience
  • Employer Type

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.
View all details
Apply

Sales Officer

Prerana Hr Solution

Retail Sales Corporate Sales Channel Sales Agency Sales Direct Sales Technical Sales Banking Sales Loan Sales Executive Insurance Sales Executive BFSI Mutual Funds Stock Broker Sales Coordinator Walk in
Key Responsibilities:Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationshipsManage business relations with existing customers to increase the depth of existing relationshipsAchieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales)Record and track all engagement activities through the CRM systemComply with KYC/SEBI rules, regulations, and legislation governing the financial services industryRole Proficiency::Good communication (both verbal and written) skill in both English and the local language.Excellent lead generation and conversion skillAbility to handle pressure and meet deadlinesAbility to work successfully as a part of a teamHigh sales orientation to meet the sales targets consistently
View all details
Apply

Field Sales Managers - (Banca/Direct/Agency- Life Insurance)

ConnectIN Jobs Global

Banking Sales Insurance Agent Finance Executive BFSI Insurance Advisor Loan Executive Microfinance Mutual Funds 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
View all details
Apply

Relationship Executive

Academic Mantra Services

Nism Mutual Funds Sales Relationship Executive Customer Relationship
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
View all details
Apply

Get Personalized Job Matches

Based on your experience, skills, interests, and career goals to help you find the most relevant opportunities faster. Register Now!

Insurance Agent

Kotak Mahindra

  • 0 - 6 yrs
  • Bhubaneswar
Life Insurance Advisor Life Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant Work From Home
Need insurance agent for kotak mahindra bank in cuttack and BHUBANESWAR
View all details
Apply