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

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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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B.A Freshers For Relationship Manager

Boyen Haddin

  • 0 - 3 yrs
  • Thane
Mutual Funds Sales Relationship Manager Stock Market Sales Tele Sales Officer Retail Channel BFSI NISM NISM Va NISM 8 Telephonic Engagement Mutual Fund Distributors Equity Derivatives Strong Communication
Job Title: Virtual Relationship Manager Location: ThaneCertification: NISM Series V-A (Mutual Fund Distributors) or NISM Series VIII (Equity Derivatives) is mandatoryRole Overview:This role is responsible for managing the retail channel (MFD/IFA segment) of the mutual fund business through virtual/telephonic engagement. The candidate will drive business growth by managing distributor relationships remotely and providing support and product guidance via digital channels.Key Responsibilities:Manage and engage a portfolio of MFDs/IFAs through calls, emails, and virtual meetings.Drive mutual fund sales by providing product recommendations and market updates.Conduct virtual presentations and training sessions for distributors as needed.Track business performance, ensure follow-ups, and maintain relationship health.Stay informed about local market trends to guide distributor conversations.Take ownership of assigned partners and ensure consistent engagement and growth.Requirements:Minimum 1 year of experience in a VRM or tele-based role within BFSI.Must hold NISM 5A or NISM 8 certification.Strong communication, persuasion, and relationship management skills.Comfortable working in a fast-paced, target-driven environment.
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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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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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Area Sales Manager

Epic JobsWright

Marketing Retail Sales Area Management FMCG Sales Mutual Funds Sales Insurance Sales Banking Sales Sales Executive Agency Sales Walk in
JD 1. Managing the existing agents and Recruitment of the New agents 2. Planing and devising the local scheme and engagement program for Agents 3. Ensuring the agent productivity and activation4. Training and agent life cycle management 5. Brand development by conducting road shows 6. Ensure Nil discrepancy and high customer service satisfaction 7. Ensuring meeting of the targets month on Month basis assigned to SM* Key relationship/ customers* External Customers - IMDs (Life Insurance, Health company, Mutual funds) Housing socities and retail customers * Internal Customers - Sales Team, Operations Team, Finance Team, HC Team, Underwriting Team, Claims Team
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LIC Agent

LIC OF INDIA

Communication Skills LIC Agent LIC Advisor Insurance Sales Insurance Agent Life Insurance Advisor Life Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant Walk in
JOIN MDRT AGENCY With Govt Own Number 1 Insurane Company In IndiaTarget Oriented Sales/Marketing Job In Insurance FieldEarn Up To 1 Lakh Ruppes Per MonthAdditinal Insentives For Next 10 To 15 YearsResponsibilities Of Candidates Include: Doing Cold Calling Identifying Sales Opportunities Closing Business Deals Good Presentations Skills Following Up With Customers Meeting Sales Targets
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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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Insurance Executive

National Institute of Investment Learning

Communication Skills Marketing Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant Work From Home
Promotion and marketing of Insurance Products of Kotak Life Insurance in Mumbai & Region .The Selection process involves Personal Interview, KYC Verification, Undergoing Insurance Training and Clearing the IRDA Exam
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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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LIC Agent

LIC OF INDIA

Communication Skills Sales Marketing LIC Agent LIC Advisor Insurance Sales Insurance Agent Life Insurance Advisor Life Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant Walk in
JOIN MDRT AGENCY With Govt Own Number 1 Insurane Company In IndiaTarget Oriented Sales/Marketing Job In Insurance FieldEarn Up To 1 Lakh Ruppes Per MonthAdditinal Insentives For Next 10 To 15 YearsResponsibilities Of Candidates Include: Doing Cold Calling Identifying Sales Opportunities Closing Business Deals Good Presentations Skills Following Up With Customers Meeting Sales Targets
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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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