Array ( [0] => mutual-funds-sales [1] => palakkad ) Mutual Funds Sales Jobs in Palakkad,Mutual Funds Sales Job Vacancies in Palakkad Kerala
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Mutual Funds Sales Job Vacancies in Palakkad

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Research Executive

Athachi Finserv

  • 2 - 8 yrs
  • Palakkad
Mutual Funds Mutual Funds Sales Capital Market
Responsibilities:Promote and sell various financial products, such as stocks, bonds, mutual funds, and other securities, to clients. Provide investment recommendations based on their needs and risk tolerance.Execute buy and sell orders on behalf of clients using trading platforms and stock market terminal systems. Ensure orders are processed accurately and in a timely manner.Maintain and manage client accounts, including updating account information, monitoring account activity, and addressing client inquiries.Ensure that all trading activities and client interactions comply with regulatory requirements, including Know Your Customer (KYC) and AntiMoney Laundering (AML) regulations.Maintain accurate records of all trading activities, transactions, and client communications. Ensure compliance with regulatory reporting requirements.Assist in managing the operational aspects of trading, including settlement processes, account reconciliation, and compliance with trade settlement regulations.Educate clients about financial markets, investment products, and trading strategies to help them make informed decisions.Qualifications: -Bachelor's degree in finance, economics, business, or a related field. Sales and Operations Associate in the Stock MarketKnowledge of financial markets, investment products, and trading platforms.Proficiency in using stock market terminal systems and trading software.Experience:Operational ExcellenceAccount ManagementMarket Analysis and ResearchRelationship ManagerMutual Fund Sales RepresentativeFinancial Consultant
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Relationship Associate Bancassurance (Life Insurance)

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Field Sales BFSI Life Insurance Sales Sales Development Manager Life Insurance Sales Banking Sales Agency Development Manager Banca Sales Bancassurance Inside Sales Executive Loan Sales Executive Mutual Funds Sales Life Insurance Advisor Walk in
Description Responsible for business target achievement through sale of life insurance products to customers of partner branched Responsible for branch activation & lead generator (LG) activation through regular engagement with partner branch staff. Conduct regular sales activities within branch and catchment areas to generate leads from territory. Maintain discipline & rigor of daily sales activities DSR & LMS input. Ensure adherence to end to end business process with in the specified timelines. Adhering to regulatory requirements & monitoring quality of business. Ensure timely resolution of queries and complaints, and controlling the instances of adverse customer experience.Skill & Knowledge required Should be presentable with good communication skills. Should be good at relationship building/management. Should have excellent communication, inter personal and managerial skills. Should have understanding of Insurance and related financial market products. Local navigation skills of Present city. Ability to work effectively in highly demanding and competitive environment.
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Business Development Manager

Athachi Finserv

  • 2 - 8 yrs
  • Palakkad
Stock Broking Mutual Funds Mutual Funds Sales
Responsibilities:Market Research: Conducting market research to identify new business opportunities and market trends. This includes analyzing competitors and assessing market demands.Lead Generation: Generating leads through various channels such as cold calling, networking, attending events, and utilizing online platforms.Relationship Building: Developing and maintaining relationships with potential clients, partners, and other stakeholders to nurture business opportunities.Proposal Development: Creating proposals and presentations tailored to the needs of potential clients, outlining the company's products or services and how they can address client needs.Negotiation: Negotiating terms and contracts with clients, ensuring mutual benefit and profitability for both parties.Sales Strategy: Developing and implementing sales strategies to achieve targets and objectives set by the company in share broking and mutual funds.Collaboration: Collaborating with other departments within the company, such as marketing, product development, and finance, to support business objectives.Reporting and Analysis: Tracking sales performance, analyzing data, and preparing regular reports for management to assess progress and identify areas for improvement.Customer Feedback: Gathering and analyzing customer feedback to identify areas for improvement and inform product development and marketing strategies.Networking: Building and maintaining a network of contacts within the industry to stay updated on market trends, industry developments, and potential business opportunities.Training and Development: Providing training and guidance to sales teams or other relevant staff members to enhance their business development skills and knowledge.Adaptability: Being adaptable and flexible to respond to changing market conditions and business priorities.Qualifications: -Bachelor's degree in finance, economics, business, or a related field. Sales and Operations Associate i
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Looking For Sale Executive

Athachi Finserv

  • 2 - 8 yrs
  • Palakkad
Mutual Funds Sales Equity Sales Equity Advisor Stock Broking
RESPONSIBILITIES Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients Doing daily meeting with clients and responsible for lead conversion Responsible for business development through acquisition of high net-worth clients. Monitor financial market trends to ensure that client plans are responsive. Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Mandatory numbers of meetings with clients to keep them updated with the current market scenario. Will be responsible for primarily selling Equity based investment products and Mutual funds. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets, based on revenue generation through investment products. Provide regular updates to the immediate superior as and when required Collecting KYC documents and required documents of Customers getting file ready and ensuring all the other required formalities are done. Ensure 100% compliance with company policies, procedures and guidelines Doing Marketing activities and promotional campaign for generating leads Analyse client portfolios and make necessary suggestions. Recommend financial products. Responsible for identifying customer needs and assessing their risk appetite Provide regular updates to the immediate superior as and when required Create and enforce plans that will help meet the needs of the customer.QUALIFICATIONS Graduate / Post graduate with 2+ yrs experience in direct selling of financial products from any financial services industry. Should have good communication & presentation skills. May have good existing client relationships in the market. Should be a self-starter, proactive & target oriented. Should possess strong networking & relationship building skills
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Relationship Officer Freshers Hiring (Bancassurance)

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Bancassurance Bancassurance Executive Life Insurance Life Insurance Sales BFSI NBFC Agency Development Manager Agency Development Mutual Funds Sales Loan Sales Executive Home Loans Mortgage Loans Finance Advisor Sales Field Sales Field Sales Executive Walk in
Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Need Freshers /Experienced on Urgent basis !1. Sound knowledge about Life Insurance Sales.2.Good Communication and Interpersonal Skills3.Interest in banking sales / field sales4.Excellent communication skills.5.Should be sales driven.6.High level of energy.
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Insurance Relationship Manager Life Insurance

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Life Insurance Sales BFSI Banca Sales Business Development Manager Agency Development Manager Bancassurance Manager Life Insurance Loan Sales Executive Mutual Funds Sales Credit Card Reconciliation Credit Card Domain Banking Sales Field Sales Walk in
Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.
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Insurance Sales Manager Life Insurance

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Life Insurance Banking Sales Mutual Funds Sales Insurance Loan Life Insurance Sales Banca Sales Bancassurance BFSI Life Insurance Advisor Field Sales Executive Field Sales Credit Card Business Development Executive Loan Sales Executive Walk in
Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.
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