Array ( [0] => mutual-funds-sales [1] => mumbai ) Mutual Funds Sales Jobs in Mumbai,Mutual Funds Sales Job Vacancies in Mumbai Maharashtra
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Mutual Funds Sales Job Vacancies in Mumbai

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Opening For Wealth Manager

boyen haddin

  • 7 - 13 yrs
  • 12.0 Lac/Yr
  • Mumbai
Mutual Funds Stock Broking Mutual Funds Sales Banking Sales Equity Sales Banking
We are hiring for wealth managers in one of the leading broking firm Min 7 yrs of experience required and location is based on Mumbai Churchgate Borivali AndheriCTC: Upto 14 LacsMale OR Female Anybody can apply.
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Wealth Manager

Boyen Haddin

Mutual Funds Sales Banking Sales Portfolio Management Services
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
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Wealth Manager

Boyen Haddin Consultancy

Mutual Funds Sales Equity Sales Banking Sales Mutual Funds HNI Acquisition HNI Sales Wealth Manager Relationship Manager Wealth Direct Sales HNI Relationship Manager Private Banking
Desired Profile Graduate / Post graduate 2yrs- 10 years of Sales experience in direct selling of financialproducts like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) connect among HNIs/UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skillsJob Description: Will be responsible for primarily selling Equity based investment products (InvestmentAdvisory, Portfolio Management Services, PMS) Responsible for identifying customer needs, assessing their risk appetite and providing theminvestment options.
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Hiring Freshers || Telecaller

Wishngain Financial Services Llp

  • 0 - 2 yrs
  • 2.5 Lac/Yr
  • Bhandup West Mumbai
Marketing Communication Sales Call Insurance Sales Executive Mutual Funds Sales
Sales through telecalling, business operation
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Jobs by Related Category

Business Development Sales

Fincare Services

  • 1 - 3 yrs
  • 1.3 Lac/Yr
  • Ghatkopar Mumbai
Customer Relationship Sales Mutual Funds Sales
Job descriptionFincare Services is a Mumbai-based company that provides investment and insurance services to clients. They offer a wide range of investment services such as mutual funds, company fixed deposits, bonds, debentures, share broking, and portfolio management services. It also provides insurance options, including life insurance, health insurance, fire, theft, burglary, and car insurance. Additionally, they provide Fincare Services also offers individual tax advisory and planning, allowing clients to optimize their taxes with the help of qualified Chartered Accountants.
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Urgent Requirement For Wealth Manager

Ace Health Connect

Customer Relationship Sales Finance Mutual Funds Sales Insurance Sales Personal Loans
Sell various types of insurance policies to potential clients such as car, home, health, and lifeinsurance.Build and maintain relationships with clients by providing excellent customer service.Analyze clients' current insurance policies and suggest add-ons or new policies to suit theirneeds better.Generate new business leads through various sources such as cold calls, networking events, andreferrals.Meet or exceed set revenue and sales targets every month.Stay up-to-date with changes in the insurance industry and new products.Provide support and assistance to clients during the claims process.Nurture client relationships and address clients' questions regarding financial plans andstrategies.Analyze clients' requirements and recommend the most suitable combination of financialsolutions offered by UPONLY to meet their short-term and long-term financial needs holisticallyand securely.Establish and maintain strong client relationships, providing ongoing support, regularlyreviewing investments for potential reassessment, and keeping clients informed about updatesInterested? Apply now on rishi.verma@uponly.in or call at 8451945239
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Looking For Wealth Manager

Analah Capital Pvt Ltd

Mutual Funds Sales Insurance Sales Private Equity
Analah is a global investment platform specializing in Private Equity, Mutual Funds, PMS, AIF, Insurance, Real Estate products. We are seeking a Wealth Relationship Manager to manage relationships with distributors, family offices, and high-net-worth individuals (HNWIs) by providing personalized investment strategies.Profile: Private Banker - Wealth Relationship Manager Key ResponsibilitiesRelationship Management: Build and maintain strong relationships with B2B distributors, family offices, and HNW clients.Products: Products comprising of Private Equity, Unlisted shares, Startup Investments , Mutual Funds, PMS, AIF , Insurance and Real Estate offerings Portfolio Management: Monitor and adjust portfolios to align with client goals; conduct regular performance reviews.Sales and Business Development: Expand client and broker relationships, network actively, and meet sales targets.Compliance and Risk Management: Ensure regulatory compliance and assess investment risks.Qualifications- Education: Bachelors degree in finance, Business, or Economics (MBA or CFA preferred).- Experience: Proven background in wealth management or investment advisory and offering wealth management solutions - Skills: Strong financial analysis and interpersonal skills; experience managing HNW portfolios or broker relationships.Compensation & BenefitsSalary Hike: Competitive based on experience and performance.Profit Sharing: Up to 50% based on performance targets.ESOP: Available after 3 years, at managements discretion.Age Bracket: 2340 years.Location: Mumbai, Ahmedabad, and Jaipur.Designation: Partner, Senior VP, VP, Senior Manager, Manager Number of Openings: 36
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Client Service Associate

Big Bee Consultant

Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner
Desired Candidate profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description: Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews, SystematicInvestment Plans (SIPs), and other relevant financial discussions.Applicant Requirements: Strong oral and written communication skills. Proficiency in MS Excel and PowerPoint. Experience in investment advisory within the financial services sector will be an added advantage. Openness to learning and utilizing technology.
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Jobs by Popular Location

Relationship Manager (1-7 Years)

MID Consultancy

Mutual Funds Sales HNI Client Handling Third Party Products Equity Dealer Brokerage Walk in
Proven experience as a Social Media Manager or similar role, preferably in the wedding or events industry.Demonstrated expertise in creating compelling content for social media platforms, with a keen eye for design and storytelling.Proficiency in social media management tools and analytics platforms (e.g., Hootsuite, Buffer, Sprout Social, Google Analytics).Strong communication skills, both written and verbal, with the ability to engage and interact with diverse audiences.Creative thinker with a strategic mindset and a passion for staying ahead of social media trends and innovations.Excellent organizational skills and the ability to manage multiple projects and priorities in a fast-paced environment.Collaborative team player with a positive attitude and a commitment to driving results.Knowledge of SEO principles and basic graphic design skills are a plus.A genuine passion for weddings, technology, and creating memorable experiencesforcouples.
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Relationship Manager - Mutual Funds Sales

TETRAHED

Mutual Funds Sales
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
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Hiring For Insurance Sales (female)

Savla And Associates

  • 2 - 5 yrs
  • Borivali West Mumbai
Life Insurance Real Estate Sales Mutual Funds Sales
We are seeking a dynamic and experienced Insurance Sales Manager to lead our sales. This role requires strong leadership skills, in-depth knowledge of insurance products, and a proven track record of driving sales growth. If you are a motivated individual with a passion for sales and insurance, we want to hear from you!
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Opening For Financial Consultant

APS Enterprises

Mutual Funds Mutual Funds Sales Finance Advisor Walk in
Financial Consultant/ Relationship manager JDCompany: Geojit Financial ServicesPosition: Financial Consultant or Financial AdvisorEducation: Minimum Graduation with NISM-5 or NISM -8 (preferred)Experience: 1+ years or Fresher with NISM certificateCTC: 18k to 25k per month ( can give upto 35k for deserving candidates)GENERAL ROLEResponsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc. Also acquire new clients and open Dmat accountsSummary of roleRoles and responsibilities is to open demat account of clients . 1. One to one interaction with clients to open DMAT account and solve queries. 2. Give demat account related services at client visit. 3. Explain the client benefits of opening the with us , & help them understand how to handle the account by giving demo. 4. Engaging with clients relations and asking them for referencing to open account. 5. Completing monthly target for fulfillment of the organization.ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & prospects Promote investments in Equity products, Currency trading, Mutual Funds, Insuranceand PMS Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and onmarket trends. Cross Sell to existing clients Keep regular contacts with the clients of the branch through telephone calls and meetings Assist team members in the Branch to close leads Provide investment application forms to clients and assist them in filling Provide after sales service, follow-up and ensure client retention Ensure the maintenance and enhancement of the AUM of the branch Prepare daily sales report and send to Branch Head and Sales Manager Make prompt entries in the back office of business done by branch in the Equity & Currency Segments Support branch promotional activities
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Sales Executive

Hire Career Maker

Corporate Sales Insurance Sales Banking Executive Stock Exchange Loan Officer Mutual Funds Sales Work From Home
Job Position: Part-Time Business Development/ Sales Executives Requirements : 1. Must be 25 years of Age 2. Must have Business Development/Sales experience in BFSI ( Banking / Financial Services ) 3. Should know cold calling 4. Should be available to spend 4-5 Hours /day ( 10 AM to 7 PM ) Job type: Part Time ( Work from Home ), 5 Hours/Day Salary: Rs 8,000 / Monthly ( incentives on achieving Targets ) Leads: To be provided by the Company & self-referrals are preferred Location: Anywhere in India
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Relationship Manager

Selections HR Services

Upselling Cross Selling Sale Client Acquisition Client Relationship Manager Mutual Funds Sales Insurance Sales B2C Sales
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
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Relationship Manager

Xponent n

  • 5 - 7 yrs
  • Mumbai
Sales & Business Development For PMS Asset Management Business PMS Sales Mutual Funds Sales Relationship Manager Client Relationship Walk in
Title: Relationship ManagerLocation: Mumbai - Lower ParelGender: Male/FemaleRequirement: Sales and Business Development for PMS and Asset Management Businessthrough direct channels, distributors, Family Offices & Corporates Target driven business conversion, with rewards linked to target achievement Maintain regular contact with clients to build relationship. Portfolio reviews and communicating house views on markets at a regularfrequency Continuously work towards brand building Add value through inputs to improve processes and serviceHighly motivated self-starter with an entrepreneurial mindsetAchievement orientation towards the business targets and goals setStrong Communication skills.Good negotiation skillsKeenness to take on new challengesKnowledgeable - Should have a sound understanding of markets and trends.Good performance track record in previous work experienceGood people skillsWork experience: 5-7 years of relevant sales experience, experience in MF andPMS sales would be an added advantageQualification: Graduate/Post Graduate/MBAShift timings: 9:00 AM to 6:00 PMTransport Boundaries: Within 10 KM radiusWeekly Off: Saturday & Sunday (Fixed Off)Clawback: 90 DaysRounds of Interview: Screening HR (Check previous experience, Qualification, Age, Communication skills,Compensation, Stability) & Director (Knowledge and Skills)
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Relationship Manager - Mutual Fund Sales (Assistant Manager)

Waytogo Consultants Pvt Ltd

  • 2 - 3 yrs
  • 5.0 Lac/Yr
  • Mumbai
Mutual Fund Sales Mutual Fund Advisor
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
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Life Insurance Sales Officers (Agency / Direct Marketing)

ConnectIN Jobs Global

Life Insurance Agent Bancassurance Executive Life Insurance Advisor Life Insurance Field Executive Field Officer Field Worker Field Supervisor Bancassurance Manager Field Sales BFSI Mutual Funds Loans Mutual Funds Sales Banking 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 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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SR. Sales Manager

Talent Spinners

Sales Consultant Insurance Manager Business Development Manager Agency Development Direct Channel Tied Channel Bancassurance Manager BFSI Mutual Funds Sales
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
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Investment Counsellor

Expertia AI

Mutual Funds Sales Field Sales Investment Counsellor Walk in
Roles & Responsibilities: The hired will be responsible for Driving sales through existing clients. Conduct daily sales calls with prospective new clients and identify their needs. Provide and develop solutions and suggestschemes to clients basis their requirements and goal. Providing end to end solution for the clients wealth management needs. Acquire new clients and Increase engagement of existing client by providing complete financialplanning solutions. Establishing strong relationships and communication with clients.Desired Profile: Graduate or Above Preference to NISM Certified candidates with experience in managing Retail/HNI Should have a good understanding of wealth management products like Mutual funds, Insurance,Bonds, NPS etc. Should have good market intelligence, about competition and market mapping etc. Good communication & interpersonal skills are a must.
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Mutual Fund Sales - Tellecaller

Asit C. Mehta Investment Intermediates Ltd.

  • 1 - 7 yrs
  • 4.0 Lac/Yr
  • Mumbai
Telecalling Executive Mutual Funds Sales
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
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