5+ Mutual funds Jobs in Mumbai | Mutual funds Job openings in Mumbai

A legacy of 20+ years AMFI registered Mutual Fund Distributor and Financial Intermediary for various Investment & Insurance products. Amongst the top 0.5% registered Mutual Fund Distributors in India by AUM out of a total universe of more than 1.25lakh distributors. We manage the personal finances of 800+ families and 6000 + financial dreams. Near 100% client retention rate. Complete suite of Conventional & Alternative Investment & Insurance Products.

Job Profile

Job Profile & Responsibilities:

A) Key Responsibility Area

Client Sourcing

Periodical Financial Review

Day to Day Coordination between Client & Operations

Up sell and Cross sell

Renewals of Investment & Insurance Products

B) Key Performance Indicator

New Client Conversion

Client Retention

New Client Referrals

Product Sales Outcomes

100% Renewals

100% Client Wallet Share

Qualifications

CFP/ NISM Level-1 & Level-2 Registered Investment Advisor Certification & NISM V-A MF Certification

Other Skills-Advanced working knowledge of Excel, Basic Knowledge of Word & Power Point,

Good written and spoken English

Good written and spoken English

Working Days -Time

6 days working time : 9:30-6:30

Recruiter Instructionns

company strenght 20-25 employess

Desired Candidate Profile

Willingness to make a long term career in Wealth Management

Attributes of Trust, Integrity, Self Starter, Closure Focus, Customer Focus

Willingness to Learn, Attention to Detail, Team Player

1 to 3 years relevant work experience with a AMFI registered Mutual Fund Distributor or Mutual Fund House

JOB DISCRIPTION: -

We are looking for a passionate sales executive to join our sales team. The sales executive

responsibilities include generating leads, making sales calls, continuously updating our CRM

database, and meeting sales targets.

To be successful as a sales executive you should be an inspired self-starter and able to drive sales

growth. Ultimately, a top-notch sales executive should be able to build relation with customers

and close sales.

Sales Executive Responsibilities:

 Setting sales goals and developing sales strategies.

 Researching prospects and generating leads.

 Contacting potential and existing customers on the phone, by email, and in person.

 Preparing and sending quotes and proposals.

 Meeting daily, weekly, and monthly sales targets.

 Participating in sales team meetings.

 Selling wealth management products to the customer

 Responsible for Managing Sales Target

 Communicating with Customers, Ensuring Sales Growth

 should generate revenue of 2-3 times of the cost

 Incentives will be paid on a monthly basis which will add additional payment along with salary

Graduate/Post Graduate/MBA with 1 year of experience from BFSI

Work Experience 1+ Years of Sales experience,

Preference to NISM Certified candidates with experience in new client acquisition

Critical Skills Required

Relationship Management

Influencing Skills

Technical - Product Knowledge

Presentation skills

Interpersonal skills 

Effective Communication 

Result oriented with proper adherence to compliance

Negotiation skills

About Company

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Roles & responsibilities

• Onboarding, Handling and Managing HNI / Ultra HNI clients.

• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography. 

• Aiming for consistent growth of customer wallet share and book size.

• Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.

• Constantly review client portfolios and give a birds’ eye view.

• Ability to work in partnership with Federal Bank and drive leads & AUM.

• Service existing clients with the support of client servicing team

• Adherence to all regulatory, statutory, and corporate compliance standards 

Requirements

• 8+ years of experience in Wealth Management space

• Must have completed MBA from a premier business school.

• Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.

• English is mandatory and command on local language would be beneficial. 

• Ability to work in tandem with our channel partner and generate leads & business. 

• Good communication and presentation skills

Role/Title: Functional QA

Location: Mumbai/Bangalore 

Fulltime/Permanent role

Notice period should not exceed more than 60days

Job Responsibilities:

Test Analyst:

• Good Communicator, 4 to 7 years, BFSI domain exp.(Investment banking/Capital Market/Wealth Management) is a must.

Skills & tools needed:

• Agile exp. and knowledge, end to end testing, UAT, regression, automation test frameworks.

Testing tools: JIRA, ALM

• Hands-on experience on test planning/test strategy, defect validation, sending status reports