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1.0 - 4.0 years
2 - 7 Lacs
mumbai, dadar
Work from Office
Overview : As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations. You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing. Your role is crucial in maintaining efficiency, accuracy, and regulatory adherence in mutual fund operations. Key Responsibilities: Client Onboarding: Facilitate end-to-end client onboarding, ensuring smooth account setup and documentation completion. Maintain accurate records of client onboarding processes for audit and compliance purposes. Trade Proces...
Posted 1 week ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
You are a strategic thinker passionate about driving solutions in Trading Services. You have found the right team. As a Trading Services Associate within the Trading Services Team, you will be responsible for understanding trading structures to accurately capture all transactions, complete reconciliation checks, and ensure controls are performed. You will work closely with Operations functions and infrastructure groups to support a one team approach and ensure all controls are diligently performed, completed, and signed off on a timely basis. This role provides an opportunity to build an in-depth understanding of all trading structures from both a financial and operational perspective, while...
Posted 1 week ago
1.0 - 6.0 years
20 - 25 Lacs
kolkata
Work from Office
1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for...
Posted 1 week ago
1.0 - 4.0 years
3 - 6 Lacs
mumbai, hyderabad, bengaluru
Work from Office
1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Location: Benga...
Posted 1 week ago
1.0 - 5.0 years
3 - 6 Lacs
chennai, tamil nadu, india
On-site
Cluster Manager - Stock Broking & Investment Products, Partner Alliances- Franchisee, IFAs Achieve given AUM and Revenue targets Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. Maintain relationships with the existing network of Partners Allainces ...
Posted 1 week ago
5.0 - 8.0 years
10 - 15 Lacs
pune, jaipur, delhi / ncr
Work from Office
Role & responsibilities A. Self-Sourced Investment Sales Directly source and manage a portfolio of investment clients through personal networks, referrals, and lead funnels. Conduct comprehensive financial assessments, risk profiling, and product suitability analysis. Achieve defined monthly and quarterly investment sales targets across categories (equity, debt, hybrid). Maintain strong after-sales service and proactive client engagement to drive long-term retention and upselling B. Dealer Support & Assisted Sales Partner with broking dealers to identify clients with investment potential. Conduct joint client meetings to assist in need discovery, presentation of investment solutions, and clo...
Posted 2 weeks ago
2.0 - 4.0 years
2 - 7 Lacs
mumbai, dadar
Work from Office
Overview: As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations. You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing. Your role is crucial in maintaining efficiency, accuracy, and regulatory adherence in mutual fund operations. Key Responsibilities: Client Onboarding:Facilitate end-to-end client onboarding, ensuring smooth account setup and documentation completion Maintain accurate records of client onboarding processes for audit and compliance purposes Trade Processing...
Posted 3 weeks ago
5.0 - 8.0 years
10 - 15 Lacs
pune, jaipur, delhi / ncr
Work from Office
Role & responsibilities A. Self-Sourced Investment Sales Directly source and manage a portfolio of investment clients through personal networks, referrals, and lead funnels. Conduct comprehensive financial assessments, risk profiling, and product suitability analysis. Achieve defined monthly and quarterly investment sales targets across categories (equity, debt, hybrid). Maintain strong after-sales service and proactive client engagement to drive long-term retention and upselling B. Dealer Support & Assisted Sales Partner with broking dealers to identify clients with investment potential. Conduct joint client meetings to assist in need discovery, presentation of investment solutions, and clo...
Posted 1 month ago
1.0 - 6.0 years
0 Lacs
maharashtra
On-site
As a Credit Research Analyst (Fixed Income & Bond) in the NBFC industry, your role will involve the following responsibilities: - Researching and analyzing fixed income products, such as bonds, treasuries, and other financial instruments, in-depth. - Keeping an eye on central bank policies, market developments, and economic variables that affect international bond markets. - Evaluating issuers" creditworthiness and determining the fixed income securities" credit risk. - Creating and offering research- and analysis-based investment suggestions, possibly aiding in the creation of a portfolio. - Working with other teams, succinctly explaining complex financial information, and creating reports ...
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
maharashtra
On-site
The role at KPMG in India involves offering professional services and leveraging a global network while being well-versed in local laws and markets. KPMG has a presence in various cities across India. The services provided cater to national and international clients, focusing on industry-specific solutions and leveraging technology. Key responsibilities for this role include: - Having a good understanding of Market Risk Products such as Equity, Bond, Mutual Fund, and Derivatives - Demonstrating strong hands-on experience in SQL - Showing proven experience as a Business Analyst In terms of qualifications, the ideal candidate should have: - An MBA in Finance - A CFA or FRM certification would ...
Posted 1 month ago
5.0 - 12.0 years
0 Lacs
chennai, tamil nadu
On-site
You will be responsible for Capital Markets - Trade Processing in BFS Consulting. You should have a good understanding of the trade processing lifecycle, which includes trade capture, clearing, settlement, accounting, position management, expiry, and Corporate Actions. Your focus will be on Fixed income/Bond, listed and OTC derivatives, and Repo, with a plus if you have knowledge in these areas. It is essential to have a strong knowledge of market actors and processes such as clearing broker, executing broker, clearing house, market, and regulation authorities. You should also be familiar with financial flows, including specificities on Initial Margin, Mark to Market concepts of Cap M produc...
Posted 1 month ago
2.0 - 6.0 years
2 - 7 Lacs
mumbai, dadar
Work from Office
Overview: As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations. You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing. Your role is crucial in maintaining efficiency, accuracy, and regulatory adherence in mutual fund operations. Key Responsibilities: Client Onboarding: Facilitate end-to-end client onboarding, ensuring smooth account setup and documentation completion. Maintain accurate records of client onboarding processes for audit and compliance purposes. Trade Process...
Posted 2 months ago
1.0 - 6.0 years
0 Lacs
maharashtra
On-site
As a Credit Research Analyst (Fixed Income & Bond) at our esteemed NBFC in Mumbai, you will be responsible for conducting thorough research and analysis on fixed income products, including bonds and treasuries. With 1-6 years of experience in the industry, you will play a crucial role in assessing credit risk, staying updated on market trends, and providing valuable investment recommendations based on your analysis. Our company, with an impressive asset under management of around Rs. 20,600 crore, is a leading non-banking financial company listed on both the BSE and NSE. Specializing in lending to high-growth sectors such as housing finance, construction finance, gold loans, and MSME loans, ...
Posted 2 months ago
2.0 - 4.0 years
2 - 7 Lacs
mumbai, dadar
Work from Office
Overview: As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations. You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing. Your role is crucial in maintaining efficiency, accuracy, and regulatory adherence in mutual fund operations. Key Responsibilities: Client Onboarding: Facilitate end-to-end client onboarding, ensuring smooth account setup and documentation completion. Maintain accurate records of client onboarding processes for audit and compliance purposes. Trade Process...
Posted 2 months ago
1.0 - 4.0 years
3 - 6 Lacs
mumbai, hyderabad, bengaluru
Work from Office
1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Location: Benga...
Posted 2 months ago
1.0 - 6.0 years
20 - 25 Lacs
kolkata
Work from Office
1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for...
Posted 2 months ago
2.0 - 6.0 years
3 - 10 Lacs
Jaipur, Rajasthan, India
On-site
Position - Pvt Client Group Advisor - B2B Franchisee Partner Alliance, Equity & Investment Products Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Ensure best services to the Partners (Franchisees, IFAs). Help distributors on joint calls. Skills Experience - Should be from Broking Industry with minimum of 2 years of experience. B2B Experience in hand...
Posted 3 months ago
2.0 - 6.0 years
3 - 10 Lacs
Hyderabad, Telangana, India
On-site
Position - Pvt Client Group Advisor - B2B Franchisee Partner Alliance, Equity & Investment Products Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Ensure best services to the Partners (Franchisees, IFAs). Help distributors on joint calls. Skills Experience - Should be from Broking Industry with minimum of 2 years of experience. B2B Experience in hand...
Posted 3 months ago
2.0 - 6.0 years
3 - 10 Lacs
Ahmedabad, Gujarat, India
On-site
Position - Pvt Client Group Advisor - B2B Franchisee Partner Alliance, Equity & Investment Products Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Ensure best services to the Partners (Franchisees, IFAs). Help distributors on joint calls. Skills Experience - Should be from Broking Industry with minimum of 2 years of experience. B2B Experience in hand...
Posted 3 months ago
8.0 - 12.0 years
3 - 6 Lacs
Mumbai, Maharashtra, India
On-site
Achieve given AUM and Revenue targets Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs Recruit potential new IFAs and Franchisees. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. Ensure highest servicing standard for IFAs and Franchis...
Posted 3 months ago
4.0 - 5.0 years
4 - 5 Lacs
Chennai
Work from Office
Role & responsibilities 1) To source candidates from Custom House Agents , Clearing and Forwarding Agents ,Freight Forwarding Companies etc 2) CHA Custom House Agents . 3) They should have good working knowledge of Bond , Storage Handling , Quotes receiving and finalization . Preferred candidate profile Candidates from Logistics & Freight forwarding Industry
Posted 4 months ago
2.0 - 6.0 years
2 - 7 Lacs
Mumbai, Dadar
Work from Office
Overview: As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations. You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing. Your role is crucial in maintaining efficiency, accuracy, and regulatory adherence in mutual fund operations. Key Responsibilities: Client Onboarding: Facilitate end-to-end client onboarding, ensuring smooth account setup and documentation completion. Maintain accurate records of client onboarding processes for audit and compliance purposes. Trade Process...
Posted 4 months ago
1.0 - 6.0 years
20 - 25 Lacs
Kolkata
Work from Office
1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for...
Posted 4 months ago
1.0 - 4.0 years
3 - 6 Lacs
Mumbai, Hyderabad, Bengaluru
Work from Office
1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Location: Benga...
Posted 4 months ago
1.0 - 4.0 years
8 - 13 Lacs
Kolkata, Mumbai, Chennai
Work from Office
Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Rimesier. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...
Posted 4 months ago
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