1 Opening(s)
4.0 Year(s) To 8.0 Year(s)
7.00 LPA TO 10.00 LPA
Role Overview:
Lead and expand the company’s sales presence in the Delhi region, specifically focused on distribution and sales of unlisted shares, pre‑IPO offerings, and mutual funds. Liaise between fund managers, high-net-worth clients, and institutional stakeholders.
Key Responsibilities
Develop and execute regional sales strategies to drive growth in unlisted shares, pre‑IPO offerings, and ...
2 Opening(s)
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 13.00 LPA
To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
Achieving the business targets assigned in terms of up selling and upgrading the Client Net worth relationships.
Profiling customers and provide financial products to meet customer needs
Ensuring the ...
7 Opening(s)
2.0 Year(s) To 7.0 Year(s)
3.00 LPA TO 5.00 LPA
Description:
Essential Duties and Responsibilities:
1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.
2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...
8 Opening(s)
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 5.00 LPA
Essential Duties and Responsibilities:
1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.
2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...
1 Opening(s)
10.0 Year(s) To 12.0 Year(s)
25.00 LPA TO 25.00 LPA
Role Details:
Designation: VP and Company SecretaryRole type: People ManagerDepartment: LegalReporting to: Head - LegalLocation: Mumbai
Your Role (summary):
You will be the primary point for communication with the Board of Directors, senior management and the firms shareholders. You will play a key role in compliance with Companies Act, 2013, rulesthereunder and applicable secretarial standards, ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
1.50 LPA TO 2.40 LPA
Understand Clients’ Investments needs
Managing Mutual Funds transaction processing for clients
Updating of CRM and various other systems
Creating MIS, Reports, end of day reports
Relationship management with fund house RMs
Prepare Financial plans for clients and presenting them
Meeting Targets and Client Retention goals.
Answer clients’ questions, address concerns and resolve them as per SLAs
Regularly review ...
1 Opening(s)
0 To 1.0 Year(s)
0.00 LPA TO 2.40 LPA
We have an urgent opening for the position of Sales Executive for a Reputed Company for the Kharghar Location
Roles and Responsibilities
Customer Profiling
Client interaction
References from existing clients to acquire new clients
Updating clients on market
The proper information to clients of a transaction at a specific interval.
Strive towards achieving the individual goal and thereby the ...
3 Opening(s)
2.0 Year(s) To 8.0 Year(s)
3.00 LPA TO 8.00 LPA
Job Description: - Wealth Distribution (B2B)The candidate will be responsible for expanding the B2B network for bonds, mutual funds,s and PMS products.Desired Experience & Exposure:-Experience selling financial products through the IFA Channel / Sub broker network (Preferably mutual fund and bonds).Mandatory Skills:-The candidate should possess excellent communication skills. Candidates should ...
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 5.00 LPA
Client Info:
The Company is a reputed and leading Mutual fund service provider, Their aim is to build a world class wealth management business through high quality and honest advice emerging from incisive research, breadth of product suite and product neutrality, they deals into investment products like Mutual funds – Equity, ...
1 Opening(s)
0 To 0
0.00 LPA TO 2.00 LPA
Please find the details for the same:-
Job Location: Kharghar.
Job Timing: 10 am to 6:30 pm.
Job Type: Permanent.
Weekly Off: Sunday.
Salary: As per company norms.
Experience: Freshers.
Qualification: Graduate.
Gender: Female.
Vacancy: 1
Job Profile:
Handling Data Entries.
Handling Walkin clients.
Doing back office work in Mutual Fund.
Filling forms.
Candidate’s Profile:
Hard Work.
Dedicated to work.
Go getting attitude.
Good/Fluent Communication Skills.
Smart and Presentable.
Company Profile: ...