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

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Customer Care Executive (Full Time)

Startek

  • 1 - 5 yrs
  • 3.0 Lac/Yr
  • Ghansoli Navi Mumbai
Outbound Calling Sales Process BPO Sales Insurance Sales Mutual Funds Sales Technical Troubleshooting Email Support Executive
Desired Candidate ProfileGraduate/Undergraduate candidates can Apply.Inbound/Outbound/Customer Service/Sales process.BFSI and Technical process.1-5 years of experience in tele sales or related field (outbound calling).Strong knowledge of domestic BPO processes, including outbound sales and telemarketing.Roles and ResponsibilitiesMake outbound calls to potential customers to generate leads and convert them into paying clients.Utilize strong communication skills to build rapport with clients over the phone.Identify customer needs and provide solutions through effective sales pitches.Meet daily/weekly targets set by management for call volume, conversion rates, and revenue generation.Maintain accurate records of all interactions with customers using CRM software.Role: Customer Service & Sales ExecutiveIndustry Type: BPODepartment: BFSI, Investments & TradingEmployment Type: Full Time, PermanentRole Category: General Insurance/ Mutual FundRole: BFSI, Investments & Trading - OtherIndustry Type: BPM / BPODepartment: BFSI, Investments & TradingEmployment Type: Full Time, PermanentRole Category: BFSI, Investments & Trading - OtherEducationUG: Any Graduate
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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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Customer Service Executive

ALOIS Solutions

  • 0 - 4 yrs
  • 3.0 Lac/Yr
  • Belapur Navi Mumbai
Customer Service Good Communication Skills Sales Process Customer Handling Customer Management Mutual Funds Sales
We are hiring for 0-3 Years of experience candidates who is ready for Customer Service executive role for Belapur, Navi Mumbai location.A Customer Service Representative (CSR) is the first point of contact for any customer who has a question or an issue with a product or service the company sells. They have many responsibilities like answering inbound phone calls, addressing customers questions about products and services, and processing payments or returns.
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Client Relationship Partner

Vedant Finserv

  • 2 - 8 yrs
  • Navi Mumbai
Wealth Manager Client Relationship HNI Client Handling Insurance Sales Mutual Funds
Manage client portfolios & relationshipsEnsure exceptional service deliveryMaintain high net worth service standards Develop comprehensive financial plans and budgets tailored to clients' goals. Periodically review client portfolios
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Hiring For Relationship Manager (B2B)

Edufund

Communication Mutual Funds Sales Sales Associate
(1) Drive acquisition and activation of new IFAs, NDs, and Banks to achieve higher sales volumes.(2) Meet distributors regularly and identify potential ones to be earmarked for higher business opportunities.(3) Drive sales independently of different products by regularly engaging with all the distributors for respective channels.(4) Circulates fund updates and product-related information to respective partners. (5) Marketing collaboration with distributors to increase EduFund's mindshare and increase visibility through various activities.(6) Conduct distributor engagement programs.(7) Ensure that publicity material and other literature are provided to distributors on time.(8) Coordinate with other stakeholders for the smooth functioning of the business.Specific criteria required for the applicant students:(1) In-depth knowledge of Mutual Funds (2) Mandatory NISM V-A certification.(3) Good excel skills(4) A Positive and go-getter attitude & strong team culture(5) Willing to travel extensively (6) Should speak and write English and Hindi, knowledge of other regional languages is an added advantage.(7) Minimum 2 years of relevant work experience in the financial industry.EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our product allows families to invest for education, take education loans, and receive competitive scholarships! We were founded in 2020 by Eela Dubey (NYU 13) and Arindam Sengupta (Princeton 12).EduFund team is filled with chai lovers, problem solvers, ridiculous jokes, and immeasurable passion towards our work. Our founding team has had the privilege of working at companies like Reliance, Goldman Sachs, CRISIL, GradRight, LeverageEdu, HDFC, and many others.We have raised over $5M in funding from notable investors such as MassMutual Ventures, Kunal Shah, and DSP Investment Managers.We are headquartered in Ahmedabad, with teams in Mumbai,
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Subject Matter Expert

Teleperformance DIBS

  • 1 - 5 yrs
  • 4.3 Lac/Yr
  • Ghansoli Navi Mumbai
Subject Matter Expertise Sales Manager Insurance Advisor Relationship Manager Priority Banking Insurance Manager Mutual Funds Sales Taxation Manager Sales Executive BPO Telecaller Team Leader Operations Team Coaching National Pension Scheme Debt Mark
Hi Team,We have opening for SME Position - NPS ProductProcess - Axis Bank HROShift Timings - 9:30am to 6:30pmWeek off - 2nd & 4th Saturday & all Sundays offJob Description:--Knowledge on Debt products (NPS,PPF,RD etc)-Should have an experience in BFSI or Banking BPO Domain-Sales experience is must-Graduates only (No Engineering to be shown)- Clear voice & accent (No MTI)- Good convincing skillsSalary - 35k CTC Regards Rajeshwari
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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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Field Sales Officer

Magma Credit

  • 0 - 2 yrs
  • Vashi Navi Mumbai
Field Officer Sales Executive FMCG Sales Real Estate Sales Loan Sales Executive Insurance Sales Executive Mutual Funds Sales Credit Card Domain
Hiring for 1 Field Sales Officer Job in Vashi, Navi Mumbai, Maharashtra,Field Officer,Sales Executive,FMCG Sales,Real Estate Sales,Loan Sales Executive,insurance sales executive,Mutual Funds Sales,Credit Card Domain, for Freshers,Required Educational Qualification is : Higher Secondary, Secondary School, Vocational Course, Other Bachelor Degree, B.Com with Good knowledge in Field Officer,Sales Executive,FMCG Sales,Real Estate Sales,Loan Sales Executive,insurance sales executive,Mutual Funds Sales,Credit Card Domain etc.
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Jobs by Popular Location

Insurance Agent

LIC Of India

  • 0 - 3 yrs
  • Vashi Navi Mumbai
Direct Marketing Sales Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant Work From Home Walk in
An opportunity to work as per your own choice.. Get additional benefits like Mediclaim, Group Insurance, 2 and 4 wheeler Free Loan (interest free), Housing loan at 5%Make use of your marketing skills and earn more than your salary. Limited seats. Contact soon.
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LIC Agent

LIC OF INDIA

LIC Agent LIC Advisor Insurance Sales Insurance Agent Life Insurance Advisor Life Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant Work From Home
JOIN US PART TIME/FREE TIME Work with Number 1 insurance companyCommission basis Job available as well as salary base job is available Do visit us on
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Sales Executive

computer age management services pvt ltd

Channel Sales Channel Management Direct Sales Mutual Funds Sales Customer Care Agent Customer Service Advisor Financial Advisor Investment Advisor Sales Advisor Sales Associate Sales Assistant Sales Marketing Executive Business Development Executive Sales Executive Business Development Associate
Job Location :- Navi Mumbai_BelapurJob Role :- 1. Helping investor in investing in Mutual Fund schemes and interacting regarding scheme related information, updating about NAV, Providing fund information and guidance, suggesting better investment options. helping them to expand their portfolios.2. Advisory Role i.e. Investment Advisor, Mutual Fund investment, KYC Clarification, Handling queries and grievances, Redemption, etc.3. Maintain Portfolio of HNI Clients, Connect with them related to SIP Schemes, Redemption, KYC Verification and queries , Investment,etc. 4. Give information regarding current market trend and guide investors for investment procedure. 5. Connect to investors through Inbound & Outbound calls.Professional Skills, Criteria & Benefits :- Excellent command on English is must.Both Freshers & experience can applyTelecalling experience in Mutual Fund Domain is a added advantage.Opportunity to work with Corporate Clients.Get product training & Soft skill training, etc.Reference Code :- Ankita CAMS HRInterested candidates can Walk-in with their updated resume on below mentioned details. Contact details :-Feel free to contact if any query Regards,Ankita SoniCAMS HRD
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Life Insurance Advisor

LIC

Direct Marketing Sales Life Insurance Advisor Life Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant Work From Home
Hiring for 25 Life Insurance Advisor Jobs in Mumbai,Navi Mumbai,Dadar Mumbai,Thane,Andheri Mumbai,Borivali Mumbai,Kurla Mumbai,Palghar for Freshers,Required Educational Qualification is : Higher Secondary with Good knowledge in Direct Marketing,Sales,Communication Skills,Life Insurance etc.
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Insurance Advisor

Team FALCON Financial Services

Good Communication Skill Insurance Broker Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Life Insurance Advisor Life Insurance Agent
Insurance advisors represent insurance companies and sell the insurance products offered by such companies to their clients. ... As such, insurance advisors sell insurance policies and, as a compensation for their services they earn a commission on each policy that they sell.
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Sales Associate

Edufund

Communication Mutual Funds Sales Sales Associate Walk in
Business Development(1) Acquiring new clients for Indian Mutual Fund and US ETF accounts(2) Meet Non-Active Customers and activate them(3) Sell online accounts to customers and encourage them to invest online(4) Cross selling products like Mutual funds, ETFs, Loans, etc. (5) Working with Sales Lead to formulate And Implement Business Development Plans in Order to Grow Client Base and AUMSystem & Process(1) Following internal sales process by updating all the activities in online system.(2) Comply with all rules and regulations of the company as well as following industry norms.
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Insurance Agent

LIC Of India

Direct Marketing Sales Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant Work From Home
An opportunity to work as per your own choice.. Get additional benefits like Mediclaim, Group Insurance, 2 and 4 wheeler Free Loan (interest free), Housing loan at 5%
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