Role & responsibilities Analyze and manage large, complex datasets to support business decision-making in the financial domain. Develop intuitive and insightful dashboards and reports using Excel and BI tools (Power BI, Tableau, etc.). Translate financial data into meaningful business insights, highlighting trends, risks, and opportunities. Craft impactful PowerPoint presentations that narrate data stories to various stakeholders. Work independently on data projects, taking full ownership from ideation to execution. Collaborate with product and sales teams to support data needs for strategy , especially in areas related to mutual funds, distribution. Ensure timely, accurate, and relevant delivery of analytical reports and business intelligence outputs. Required Skills & Qualifications: 24 years of experience in data analytics within the financial services industry. Strong command over Advanced Excel (pivot tables, lookups, power query, dashboards, macros/VBA a plus). Hands-on experience with BI tools like Power BI, Tableau, or equivalent. Strong understanding of financial metrics and terminology, especially those relevant to mutual funds and investment products. Proven ability to simplify complex data into clear insights and visual stories. Proficiency in PowerPoint for business storytelling and executive reporting. Excellent attention to detail, with the ability to manage multiple tasks independently and efficiently Preferred Qualifications: Bachelors degree in finance, Statistics, Economics, Business Analytics, or a related field. Understanding of the Indian mutual fund ecosystem, including product structures, distribution channels, and regulatory landscape. Experience in supporting sales or distribution teams in a mutual fund or financial advisory context is a plus.
Role & responsibilities Maintain MIS for Various Mutual Fund products Updating information regarding Mutual Fund products Preferred candidate profile Any Graduate
Preparing various MIS, update financial models, cost variance, etc. Preferably 1-3 years of experience in accounts. Understanding of financial statements, ledger accounts, trial balance, General Ledger. Candidate should be able to work on large data dump. Proficient in excel (incl V-lookups, Pivot tables) and basic power point.
Role & responsibilities Monitoring subscription transactions (High Value, Un-posted & refunds) & Highlighting exceptions to CAMS and PAN level branches on time Coordinating with Branches, CAMS, and other concerned units for any discrepancies while processing the transactions Ensuring minimum rejections by managing exceptions and timely refunds for all rejected purchases Managing redemption, collection, switch reconciliation on daily and monthly basis. Ensuring Liquid & Non-liquid transactions posting controls Manage NFO process & ensure compliance checks for NFO. Reconciliation of purchase transactions with respective bank credits. Preferred candidate profile Graduate MS Office Mutual Fund Experience
Role & responsibilities - 1.Payment batches releasing on daily basis through online & cheque mode 2.TDS & other intercompany payments 3.Co-ordination with banks RMs for payment related queries & deletion & addition of signatories 4.UTR payments updation in software as well as mailers to users 5. Knock off payment entries 6. Providing ledgers to users as per mail 7. Raising Invoices in Expenzing system for finance dept. 8. Should have knowledge of Foreign & HDFC CC payments 9. Cancelled & stale cheque tracking 10. Should have good knowledge of Invoice entries including TDS,GST 11. Coordination with finance team for month end closing activities Preferred candidate profile Should have min 3-4 yrs. of work experience in Accounts payable team ( Specially payments). Should have good hand on Oracle software will be preferable.
Role & responsibilities * Presentation Design: Design and enhance high-impact PowerPoint presentations for internal and external stakeholders, including investor awareness programs, sales pitches, and board meetings. This includes revamping existing product presentations to ensure visual appeal and clarity. * New Creative Development: Conceptualize and design compelling new creatives for New Fund Offers (NFOs), ensuring they align with marketing objectives and brand guidelines. * Event Collateral: Design visually appealing invitations, banners, standees, and other collateral for investor events, webinars, and internal gatherings. * Scheme Communications: Develop clear, concise, and aesthetically pleasing scheme one-pagers and factsheets that effectively summarize product information. * Branding & Identity: Design new logos and visual identities for various Intellectual Properties (IPs) and operational initiatives within the company, ensuring consistency with the overall brand. * Creative Adaptations: Adapt master creative templates for various campaigns and platforms (digital, print, social media), ensuring brand consistency and optimal performance. * Marketing Support: Provide design support for various marketing initiatives, including digital campaigns, social media graphics, website visuals, and emailers. * Brand Guardianship: Ensure all design outputs adhere strictly to brand guidelines and regulatory compliance. * Collaboration: Work closely with marketing, product, sales, and compliance teams to understand design requirements and deliver impactful solutions. * Software Proficiency: Maintain expert-level proficiency in design software, ensuring efficient and high-quality output. Preferred candidate profile - Bachelor's degree in Graphic Design, Fine Arts, or a related field. * Proven experience as a Graphic Designer, preferably within the financial services or a regulated industry. * Exceptional proficiency in Adobe Creative Suite (Photoshop, Illustrator, InDesign) is mandatory. * Advanced proficiency in Microsoft PowerPoint is essential, with a strong portfolio showcasing presentation design skills. * Strong understanding of design principles, typography, color theory, and layout. * Ability to translate complex financial concepts into clear and visually engaging designs. * Experience with motion graphics or video editing (a plus). * Excellent communication, interpersonal, and organizational skills. * Ability to manage multiple projects simultaneously and meet tight deadlines. * A strong portfolio showcasing a diverse range of design work, including presentations, branding, and marketing collateral.
Role & responsibilities Handling the day to day branch operations including front desk & back end activities. Coordination with CAMS for accurate processing & timely payouts while keeping regulations & compliance in place. Overall management of service & coordination amongst the sales and distributor who drive the business. Co-ordination with the internal stake holders for smooth processing of transactions Managing branch admin activities Respond to customer queries with customer satisfaction as the prime focus. Preferred candidate profile Graduate NISM V A 1-2yrs. experience in Mutual fund/ BFSI
Role & responsibilities Monitoring subscription transactions (High Value, Un-posted & refunds) & Highlighting exceptions to CAMS and PAN level branches on time Coordinating with Branches, CAMS, and other concerned units for any discrepancies while processing the transactions Ensuring minimum rejections by managing exceptions and timely refunds for all rejected purchases Managing redemption, collection, switch reconciliation on daily and monthly basis. Ensuring Liquid & Non-liquid transactions posting controls Manage NFO process & ensure compliance checks for NFO. Reconciliation of purchase transactions with respective bank credits. Preferred candidate profile Graduate MS Office Mutual Fund Experience
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