Area Manager- Mutual Fund - Bhopal

Handling Team of RMs/BMs Handling Sales activities in given area Acquisition of new advisors from local as well as nearby markets AMFI Passed Experience in B2B of financial Products Ability to build good relationship with advisors · ...

Description · Ensure effective and smooth relationship with assigned banks in the region for growth in business.  · Responsible for prospecting, selling & managing RMs / Sales people in banks in the region, who are also into mutual funds. · Influence decision making at senior lev ...

To promote all the product line of Mutual Fund to up sell Mutual Fund products and generate fresh leads and acquire clients through reference to shore up the clientele. · ...

This is an on-field role in Bhopal (Madhya Pradesh) who can onboard shop owners and SMEs in Bhopal educate them about Mutual Fund SIP investments and act as a long-term Relationship Manager for these clients. · Build long-term trust-based relationships with onboarded shop ownersM ...

The role of State Head involves promoting Mutual Fund and Financial Asset products across various distribution channels. · To drive up-selling of Mutual Fund products through B2B sales. · To generate fresh leads and acquire new clients. · ...

To promote Mutual Fund and Financial Asset products across distribution channels and drive up-selling of Mutual Fund products through B2B sales · ...

Wealth manager responsible for sales of mutual fund products to retail clients. · Sales of Mutual Fund products to Retail Clients as per the assigned database.Ensuring the highest levels of service to the clients. ...

This is a requirement for one of the Workassist Hiring Partner. · To promote the complete range of Mutual Fund and Financial Asset products across all distribution channels including MFD, IFA, · National Distributors (ND) and Bancassurance (Banca). ...

We're hiring for Customer Support Executive role at NiveshPe. You will be the first point of contact for NiveshPe users. · Handle customer queries via calls, WhatsApp, and in-app support · ...

NiveshPe is a simple, trust-led investing platform built to help everyday Indians move from savings to smart investments. · You'll play a critical role in building trust, resolving queries, and ensuring users feel confident and supported in their investment journey. · ...

NiveshPe is a simple investing platform built to help Indians move from savings to smart investments. · Simple SIP-based investing · Pre-curated mutual fund baskets · ...

The Relationship Wealth Manager will acquire new clients through references, networking, and market outreach. · Build and maintain strong long-term relationships with clients. · Understand clients' financial goals, risk appetite, and investment horizon. · ...

Life insurance company · Graduate with 4-8 years' experience in sales of Insurance/Agency sales/ Mutual Fund/ CASA/ Investments/ Loans · Minimum 2 years exposure to Life Insurance (Agency Channel) · Age Bracket: 25-45 years · Manage a team of Ardm, Sr.Ardm and Ex.Ardm with Ma ...

Description · As a Branch Manager in the Retail Liabilities vertical, you will be responsible for driving business growth, ensuring operational excellence, and delivering superior customer service. This role demands a dynamic leader with strong sales acumen, regulatory awareness, ...

A banking sales job that involves selling financial products and managing client relationships. The role requires skills in communication and empathy. Opportunities are available in India for various experience levels. · ...

Manage and grow a portfolio of high net worth clients providing personalized wealth management solutions to help them achieve their financial goals. · ...

The sales relationship manager role involves identifying and acquiring customers to increase revenue targets. · ...

Partner engagement and recruitment unit manager responsible for identifying and onboarding existing partners to initiate insurance-related business activities. · ...

++Zebu Share and Wealth Managements Pvt. Ltd. is looking for a Business Development Executive to drive client acquisition and business growth in the Bhopal market. · +-++Acquire new clients through field sales, referrals, and self-generated leads · Promote and sell financial prod ...

Zebu Share and Wealth Managements Pvt. Ltd. is looking for a Business Development Executive to drive client acquisition and business growth in the Bhopal market. · ...