Financial Sales Consultant – Mutual Funds - Chennai

We are looking for a highly experienced business-aligned Trainer in Mutual Funds to lead capability building and strategic enablement for our pan-India mutual fund distribution and insurance network. · This is not just a training role it is a transformational senior position focu ...

Job Description: Relationship Manager / Wealth Manager · Locations: · Santhome, Chennai 1 Position · Mumbai Andheri / BKC – 1 Position · Role Overview · We are seeking an experienced Relationship Manager to acquire, manage, and grow high-value client relationships for investment ...

Immediate Hiring Multiple Roles in Financial Services Across Tamil Nadu · Exciting Career Opportunities in the Financial Sector · SkillActz is hiring talented professionals for a Confidential Leading Financial Services Company across Tamil Nadu. · Whether you're a fresher or an e ...

We are hiring a Business Development Executive with prior experience in the Mutual Funds industry for our Chennai location. · Client acquisitionRelationship managementDriving business growth in the local market · ...

Career in Broking Industry: R M (Mutual Funds Sales) at SBI & Geogit. Field cum Office. Graduate 6 months to 3 years experience in Mutual Funds Sales/SIP/Demat Accounts Sales mandatory. · ...

We are seeking a motivated Relationship Manager to join our Mutual Fund Distribution team. · The ideal candidate will be responsible for acquiring new clients managing existing portfolios providing expert advice on mutual fund investments, · the role requires a deep understanding ...

We are looking for a Senior Manager to join our team in Chennai. The successful candidate will be responsible for upselling mutual fund products to retail and HNI clients. · ...

We are seeking a skilled Relationship Manager specializing in Mutual Funds to join our team. The ideal candidate will have a solid background in the BFSI industry and a proven ability to build strong client relationships. This role is crucial for understanding clients' financial ...

· As a candidate with experience in Mutual Fund sales, your role will involve the following responsibilities: - Upsell Mutual Fund products to Retail/HNI Clients based on the assigned database and generate fresh leads through references to expand the clientele. - Achieve the bus ...

We are looking for a Relationship Manager – Mutual Funds who will manage and drive business growth through Pan-Indian distributors. · The ideal candidate should have sales acumen with experience in Banking/Mutual Funds/AMC/Fin-tech, · speak Hindi fluently, · and understand financ ...

Monitor calls regularly and provide immediate feedback to agents Prepare QA-related reports accurately and on time to Functional Heads (FHs) and clients Any graduate with 2-3 years of experience in call center operations Experience in call centers and knowledge of mutual funds is ...

1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore lo ...

Deliver comprehensive process training across multiple Mutual Fund Call Centre units ensuring all employees are well-versed in necessary procedures and protocols. · ...

We are hiring a dynamic Relationship Manager / Sales Executive to drive Mutual Fund sales through the Banca Channel. · ...

To sell demat and trading accounts mutual fund insurance to clients it is field work job business has to be sourced from open market leads given by company existing client base candidates can also send their CVs at required candidate profile should have knowledge of mutual fund p ...

The Onboarding Advisor will be responsible for engaging new leads through outbound calling about mutual fund investments and ensuring maximum lead activation through effective telephonic interactions.Key Responsibilities · Achieve daily productivity targets including a minimum of ...

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. · 2) Building and maintaining relationships with the clients, understanding their investment need ...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. · 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. · 3) Cross selling Third Party Products like products ...

The Onboarding Coach (Advisor) will be responsible for engaging new leads through outbound calling and educating customers about mutual fund investments. · ...

You will be responsible for acquisition & business development of Authorized Persons (Franchisee) and Digital Partners. · ...