DSP Investment Managers

Objectives of the Role: Responsible for driving Mutual Fund Sales through Banks, IFAs, Wealth counters and National Distributors & Direct Clients Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM Conducting meetings with clients/associates, understanding their needs and provide relevant feedback up the chain. Develop and maintain relationship with clients that will generate future sales and repeat business Build long term core assets through incremental net sales Develop and maintain relationship with clients that will generate future sales and repeat business Refer client feedback and competitor activities and provide quick feedback up the chain in the firm so that the firm can respond to changing market conditions. Execute the sales plans and meet the set targets Skills Required: Has capital market knowledge and relevant experience of the industry Must manage communication to convince within/ outside the firm to accept proposal and programs where there is little interest in cooperating and participating. Working knowledge of Microsoft Office (Excel, Word, and Power Point) Positive attitude, self-motivated and confident NISM VA certified or can complete certification before joining Years of Experience: Candidate with 5+years of experience. Qualification: Any Graduate/Post Graduate degree

Be involved with planning, defining, and delivering new international products (GIFT City) relevant for Indian & international investors Pre-sales support to existing products, which support the investment advisory and sales process. Source and interpret external market intelligence from a domestic as we'll as global perspective, and identifying new business opportunities/product enhancements Working in coordination with Legal & compliance, marketing & fund admin team for taking product from ideation to the shelf Preparing & updating various marketing collaterals like Sales presentation, notes, factsheet etc Working with fund managers to prepare newsletters, market outlook document on periodic basis. Monitor, track and enhance the performance of launched products to ensure they remain competitive in the marketplace. Assisting international business team with Request for Proposal & Due diligence document Describe the metrics & outcomes expected from the role Candidate would be expected to drive international investment products in terms of development, research, communication & marketing Competencies needed for the role Candidate must have a good understanding of various financial products & investment terminologies. Candidate needs to be self-driven & proactive in scouting for various investment opportunities and make recommendations to GIFT team & fund managers. Must possess excellent written communication and must be able to make/prepare product presentations we'll versed with Microsoft Excel Candidate may be required to make frequent travel to GIFT City, Gandhinagar Educational Qualification: MBA - Finance / CFA or any other suitable degree in Finance

Proven working experience in Procurement for non-IT requirements like, but not limited to, facility related requirements, MICE, giftings, new office related procurement, AMCs, merchandise etc., Negotiate with external vendors to secure advantageous terms. Finalize purchase details of orders and deliveries. Examine and test existing contracts. Track and report key functional metrics to reduce expenses and improve effectiveness. Collaborate with key persons to ensure clarity of the specifications and expectations of the company. Perform risk management for supply contracts and agreements. Control spend and build a culture of long-term saving on procurement costs. Competencies & Requirements: Knowledge of sourcing and procurement techniques as well as a dexterity in reading the market Talent in negotiations and networking. Good knowledge of supplier or third-party management software. Aptitude in decision-making and working with numbers. Experience in collecting and analyzing data. High level of Integrity Years of Experience: 5 to 8 years Education: Graduate Additional qualification in Supply Chain, Procurement from esteemed institutes would be added advantage.

The purpose of this role is to manage & increase revenue & AUM market share of DSP with Family offices, large and mid-sized corporate clients. Primary job responsibilities: Increase in market share & revenue with assigned set of investors - family offices and Large / Small clients. Produce superior sales results in terms of gross sales, net sales and market share in all asset classes. Reactivate and acquire new investors in the aforesaid segment. Engage with clients through sales tools, charts, regular market and product updates, digital/face to face meeting to create long term book of assets. Advise clients on latest market development and fund house view to have top of mid recall. Leverage on MIS, CRM and other market data to do effective sales Share timely feedback on competition and market deals to superiors Develop external market intelligence to improve network and help in generating business Knowledge required for the role Strong knowledge of capital markets (equity & fixed income), products and other financial products Deep understanding of Sales process Understanding of macro-economic variables and mutual fund products Knowledge of family offices & institutional market of Chennai Skills required for the role : Proven ability to deliver superior results in all market cycles Entrepreneurial mindset, ready to take initiative and get your hands dirty - especially when it comes to handling complex deal/client/situation. Excellent communication and presentation skills. Ability to develop strong and trusting relationships. Experience: 3-5 years of investment sales, and business development Qualifications: MBA or any equivalent degree. CFA, CWM, or CFP will be plus

What is the roles objective To be able to execute all client response functions at front desk of Pune Branch including handling of petty cash / vendor payments. Acceptance time stamping of applications, handling walk in clients for their queries and complaints. Proper scrutiny other quality checks for an application form. Ability to complete standard verification from client/distributor. Filling deposit slip and handling cheque banking as per guidelines. Reporting of large value transactions through the system. Should be able to handle in bound/ outbound calls. Branch Administration related work/ correspondence with different functions. Ability to coordinate and work with Registrar/Head Office/ Vendors. Coordination with Sales team and resolving their queries. What skills do you need to possess Positive attitude and disciplined approach. Good communication skills. Desire to learn and excel. What is the prior experience expected 5-6 years. Preferably from Mutual Fund Background or from Banks What qualification you should have Graduate

Role Overview We are looking for a passionate and detail-oriented Content Specialist to join sales team to foster Learning & Development. This role will focus on designing and delivering high-quality educational and training content for internal sales teams, mutual fund distributors, and investors. The ideal candidate should have strong subject matter expertise in wealth management, mutual fund products, and behavioral finance, with a flair for simplifying complex financial concepts into engaging learning formats. Key Responsibilities Content Creation : Develop engaging, compliant, and insightful content on mutual fund products, personal finance, and investor behavior. Create presentations, articles, learning modules, newsletters, and video scripts tailored to different stakeholder audiences (internal teams, MFDs, banks, investors). Collaborate with the product, marketing, and compliance teams for accurate and timely dissemination. Training Support : Assist in designing and conducting training programs for internal teams and external partners. Support the delivery of training via in-person sessions, webinars, and digital formats. Curate investor education material aligned with regulatory guidelines and market trends. Thought Leadership & Research : Stay updated on trends in mutual funds, financial planning, behavioral finance, and investor communication. Contribute to DSP s investor education initiatives (e.g., DSP Netra, newsletters, podcasts, social content). L&D (HR) Collaboration : Work with the Learning & Development team to build impactful training journeys and upskilling programs. Evaluate learning effectiveness and gather feedback for continuous improvement. Required Skills & Qualifications 5-7 years of experience in content development and/or training in asset management or financial services. Strong grasp of mutual fund products, personal finance, and investor behavior principles. Excellent written and verbal communication skills. CFP certification (preferred). Prior experience in an AMC or financial advisory environment is desirable. Ability to work collaboratively across functions and manage multiple projects simultaneously. Creative thinker with attention to detail and a passion for simplifying finance for broader audiences.

Hiring for Product & Growth marketing 10+ years experience in financial services Mutual Fund domain experience mandatory Growth marketing - Performance Marketing (20%) Oversee and optimize digital MF and IE campaigns across platforms (Google, Meta, programmatic, etc.) to drive investor acquisition, app usage, and product discovery. Work closely with the digital agencies and internal teams to manage budgets, design campaign constructs, improve ROAS, and track performance against KPIs. Growth marketing - Investor Retention & Engagement Strategy (40%) Build and execute communication strategies to improve investor retention across retail direct and HNI segments through segmentation, personalization and use of Martech. Oversee and develop lifecycle journeys and drip campaigns that align with investor behavior, tenure, and preferences, working closely with the data and digital assets teams. Create, design and approve content for investor communication Product Marketing - Product Strategy (40%) Own and deliver marketing support for various mutual fund businesses and categories - International, HNIs, Wealth function, MF categories etc. Translate investment/ product ideas into compelling, investor-friendly stories, thought-leadership pieces and campaign content. Collaborate with CIO office, sales, and product teams to understand fund positioning and craft clear, differentiated narratives. Lead and implement brand-building campaigns for those specific segments that reinforce our identity as a trustworthy, research-driven, investor-first mutual fund house Education qualification: MBA

Job Title: Chief of Staff to MD & CEO Location: Mumbai Experience: 2-4 Year 1. Objectives of the Role: Provide high-level administrative support to the MD & CEO. Manage calendar, schedule internal & external meetings, & coordinate travel. Assist in creating business presentations, reports, and key documents. Ensure smooth day-to-day fuctioning of executive office operations. Act as a liaison between the MD & CEO and internal/external stakeholders. 2. Skills Required: Excellent organizational and multitasking abilities. Strong communication and interpersonal skills. Proficiency in MS Office Suite (PowerPoint, Excel, Word, Outlook). Attention to detail and high level of discretion in handling confidential information. 3. Years of Experience: 2 to 4 years of relevant experience supporting senior leadership/executive roles. 4. Qualifications: Graduate in any discipline; a Masters degree Proficient in MS excel.

The Objective of the role is to oversee risk oversight across diverse asset classes and regulatory environments, supporting the firm s Mutual Fund, Alternative Investment Fund (AIF), National Pension System (NPS), and GIFT City-based businesses. The following are the key responsibilities: Investment Risk Oversight Monitor investment risk exposures across equity, fixed income, hybrid, and alternative portfolios. Design and implement portfolio risk dashboards and exception reports for CIOs, investment committees, risk committees, and trustees. Perform daily/weekly risk assessment basis the defined risk appetite and thresholds & conduct concentration risk assessments. Evaluate portfolio compliance with scheme investment objective, client guidelines, and internal risk limits. Conduct stress test or scenario analysis basis regulatory models, internal models or predefined scenarios i.e. macro, geopolitical and idiosyncratic stress viz. interest rate spikes, credit events, geopolitical shocks, etc. Hedge fund & Cross-Border Risk Evaluate investment risks related to Alternative funds & funds operating out of GIFT City including cross-currency exposures, offshore allocations, and derivative strategies. Design and implement portfolio risk dashboards and exception reports for the hedge funds and alternative funds Product & Regulatory Risk Ensure investment management adherence under SEBI (MF, AIF), PFRDA (NPS) and IFSCA regulations. Support various regulatory and internal risk filings & disclosures Review new product proposals from a risk perspective and contribute to Executive committee or Investment committee documentation. Represent the risk evaluation of various schemes to the investment committee, risk committees & trustees on periodical basis Tools, Analytics & Frameworks Enhance use of risk and performance attribution systems like Bloomberg PORT, FACTSET, etc. Enhance use of quantitative tools such as Python, R, Excel VBA, or Power BI for automated risk reporting. Collaborate with tech teams to integrate external risk engines and internal tools. Maintain risk models, monitor exceptions, and back test portfolio risk behavior. Years Of Experience: 5 to 7 years with relevant experience in investment risk management Qualifications: Postgraduate degree in Finance, Economics, Mathematics, or related field. CFA/FRM preferred. Strong command over fixed income and derivative risk analytics.

About the role: Reconciliations of holdings, banks and units. Corporate Actions Processing and Accounting. Portfolio and Factsheet Reporting Regulatory Reports and Internal reporting Data Migration and Maintenance across Internal Systems Administration of New Account Openings (Banks, Securities, Broker Empanelment). Expenses Review and Processing Documentation Management including Banks, Brokers, and KYC Updates with Counterparties. Assisting in Audits. Requirements for the role: Good communication skills as he/she is expected to deal with banks/custodian and Investment team Basic Knowledge of Asset Management Industry Should be good at excel. Willing to look at things independently and share his / her views with confidence. Candid and self starter with a zeal to learn and grow. Basic knowledge of Financial Markets Experience: 2-3 years in a similar role

What is the roles objective? To be able to execute all client response functions at front desk of Mumbai Branch including handling of petty cash / vendor payments. Acceptance & time stamping of applications, handling walk in clients for their queries and complaints. Proper scrutiny & other quality checks for an application form. Ability to complete standard verification from client/distributor. Filling deposit slip and handling cheque banking as per guidelines. Reporting of large value transactions through the system. Should be able to handle in bound/ outbound calls. Branch Administration related work/ correspondence with different functions. Ability to coordinate and work with Registrar/Head Office/ Vendors. Coordination with Sales team and resolving their queries. What skills do you need to possess? Positive attitude and disciplined approach. Good communication skills. Desire to learn and excel. What is the prior experience expected? 5-6 years. Preferably from Mutual Fund Background or from Banks What qualification you should have? Graduate

About the Role Trade Settlement Reporting and settlement of debt trades with counterparties and custodian and matching with the contract note. Reporting, reconciliation and settlement of equity and derivatives trades. Tracking and processing of commodity trades and payments. Reporting offshore equity and overseas MF trade to custody and follow-up for settlement. Booking FX and making funds available. Tracking and reporting of trades on custody platform with cut-offs. Liaising with custody and banks for trade settlement and credit tracking. Sound understanding and execution on various types of corporate actions. Strong know-how on execution of Fund of Fund trades and international securities. Expected from the role Work closely with custody, dealers and other stakeholders. Ensure proper documentation of business processes and controls wherever applicable. Gain technical knowledge of trades and treasury. Tracking Circulars issued by regulators - SEBI / RBI / Exchanges. Competencies needed for the role Understanding on Capital Market operations and financial instruments (equities, fixed income, collateral etc.) A strong team player Intellectual curiosity and desire to learn from others Strong ability to routinely work on multiple unrelated tasks while effectively prioritizing and keeping track of deadlines Good interpersonal and communication skills. Years of Experience 5-7 Years of Handling Mutual Fund cashflow and Trades settlement Educational Qualifications MBA, MMS and similar preferably with specialization in the areas of Finance, Accounting etc.

The purpose of this role is to manage & increase revenue & AUM market share of DSP with Family offices, large and mid-sized corporate clients. Primary job responsibilities: Increase in market share & revenue with assigned set of investors - family offices and Large / Small clients. Produce superior sales results in terms of gross sales, net sales and market share in all asset classes. Reactivate and acquire new investors in the aforesaid segment. Engage with clients through sales tools, charts, regular market and product updates, digital/face to face meeting to create long term book of assets. Advise clients on latest market development and fund house view to have top of mid recall. Leverage on MIS, CRM and other market data to do effective sales Share timely feedback on competition and market deals to superiors Develop external market intelligence to improve network and help in generating business Knowledge required for the role Strong knowledge of capital markets (equity & fixed income), products and other financial products Deep understanding of Sales process Understanding of macro-economic variables and mutual fund products Knowledge of family offices & institutional market of South Skills required for the role : Proven ability to deliver superior results in all market cycles Entrepreneurial mindset, ready to take initiative and get your hands dirty especially when it comes to handling complex deal/client/situation. Excellent communication and presentation skills. Ability to develop strong and trusting relationships. Experience: 3-5 years of investment sales, and business development Qualifications: MBA or any equivalent degree. CFA, CWM, or CFP will be plus

Treasury Operations & Banking Understanding and executing cashflow management Tracking and tagging of subscription and providing to Fund Manager for utilization Reporting cash flow to Fund Manager / Fund accountant Monitoring of inflow/outflow of funds Collateral & Margin management with CCIL / PCM Execution of various fund related expenses Reconciliation of closing / opening balances Liaising with Branches for transaction related queries Co-ordinating with R&T Agent, Banks, Custodian and Fund Accountant for cash flow related data Understanding and execution on various types of corporate actions Know-how on execution of Fund of Fund trades and international securities Timely reconciliation of cashflow with custodian statement to ensure no breaks. Competencies Well versed with banking operations. Strong emphasis on time management in addition to being well organized and detail oriented. The person should be able to build processes and controls in operations including manuals for all activities. Good communication and Interpersonal skills to deal with various departments. Proficiency in MS office and an aptitude for learning new applications. Experience: 2 years in similar function

Our fixed income philosophy: Know the risk. Own the insight. Protect the downside. Were not just looking for a Credit Analyst. The person needs the conviction in his views to take risks, and not just benchmark to others in the industry. The edge in financial markets comes by not being in bandwagon, but willingness to go beyond the ordinary. The person should be ready to put his neck online by giving actionable views that will get alpha. What does value mean in credit research It means surfacing risks others miss. It means asking uncomfortable questions in comfortable rooms. It means protecting portfolios when markets forget to. We re looking for: A sharp eye for financial statements and ratios. A curious mind that questions assumptions. A talent to evaluate business models whether it s a steel plant or a fintech. A solid understanding of credit rating frameworks and the confidence to challenge. A pulse on macro trends and sectoral shifts. Comfort reading between the covenants, and not just the lines. You must love for : Writing crisp, well-reasoned reports. Presenting to investment committees with clarity and confidence. Engaging with company management, rating agencies, and market participants. Staying organised we value record-keeping as much as insight. Working in a tightly regulated setup with auditors around the corner. Using tools like Bloomberg to extract the truth hidden in numbers. You bring: Risk perception that s instinctive, yet backed by data. Curiosity to learn across sectors. Professionalism, integrity, and the ability to hold ground in debates. Energy to work independently, and humility to collaborate as a team. Discipline to juggle multiple issuers, deadlines, and reviews. If this sounds like your kind of challenge don t just send us your CV. Tell us how you assess credit. Write to us about a credit that surprised you for better or worse. Or tell us what youd do differently if you were the rating agency. We re not hiring for a checklist. We re hiring for perspective.

1. SEO Strategy & Planning Build and maintain keyword strategies Define SEO KPIs aligned with DSP s digital business goals Identify content and keyword gaps by benchmarking DSP against competitors Support quarterly SEO planning aligned with product launches, campaigns, and seasonal trends 2. Performance Monitoring Track keyword rankings, organic sessions, CTRs, and assisted conversions using tools like GA4, GSC, and SEMrush Monitor Core Web Vitals, crawl health, and indexation metrics; coordinate with agency and tech teams for issue resolution Analyze performance of key landing pages and identify optimization or refresh opportunities 3. Execution Oversight (Agency & Internal Teams) Coordinate with SEO agency to ensure timely and high-quality implementation of recommendations Review and validate agency recommendations; ensure alignment with DSP s brand, content, and regulatory constraints Follow up with various teams to unblock dependencies Track monthly deliverables and ensure closure of action items across teams 4. Content SEO Collaboration Guide internal/external writers with SEO briefs, keyword targeting, and interlinking logic Ensure content clusters and landing pages support business campaigns and macro themes 5. Internal Coordination & Learning Agility Collaborate closely with product, content, growth marketing, and analytics teams to align SEO initiatives with broader digital objectives Demonstrate the ability to learn quickly and adapt to new SEO tools, industry trends, and mutual fund-specific content requirements Take proactive ownership of tasks Competencies Required MBA Marketing, Digital, or related field Strong analytical and organizational skills Interest in fintech, digital investing, and content-driven journeys Ability to coordinate across stakeholders and manage external agencies Competencies Preferred Internship or project experience in BFSI/fintech or agency-side SEO Familiarity with SEO concepts, tools and content workflows Experience: 0-2 years

We re Hiring: Team Leader Retail Sales | Mumbai Location: Mumbai Department: Sales-Retail Reporting to: Zonal Head Sales, Mumbai Experience Required: 10+ years Education: MBA or equivalent Certification: NISM VA certified (or ability to complete before joining) About the Role We re looking for a dynamic and experienced sales professional to join our team. This role is key to building and nurturing distributor relationships, driving mutual fund sales through banks and national distributors, and executing our sales strategy with excellence. If you re someone who thrives in a high-impact, relationship-driven environment and understands the mutual fund industry deeply, we d love to meet you. Key Responsibilities Drive mutual fund sales through National Distributors and Banks in the Mumbai region. Develop strong relationships with distributors and channel partners to increase DSP s market share. Conduct regular meetings with partners, understand business needs, and share insights with internal teams. Activate new distributors and help grow their AUM with DSP. Deliver on net sales targets by building long-term, sticky assets. Strengthen DSP s brand presence and recall in the region. Track market trends, competitor activities, and distributor feedback ensuring timely action and adaptation. Execute sales plans effectively and achieve business goals What We re Looking For Capital markets expertise and deep understanding of the mutual fund industry. Strong relationship management skills with a proven ability to influence internal and external stakeholders. Self-starter with a positive attitude, high motivation, and strong communication skills. Proficiency in MS Office (Excel, Word, PowerPoint). Ability to bring strategic thinking into on-ground execution. NISM VA Certification (must be completed before joining if not already certified). Why Join DSP At DSP, we believe in long-term thinking not just in investments, but in people and relationships. You ll be part of a values-driven team focused on delivering excellence, transparency, and meaningful outcomes for our partners and investors.

Our fund administration philosophy: Own the numbers. Lead the trust. We re looking for a team leader in our NAV and Valuation function someone who blends precision with innovation. You ll play a pivotal role in ensuring accurate fund valuation and NAVs, reconciliations, and regulatory reporting while leading a high-performing team and championing process automation. From daily valuation accuracy to regulatory submissions, you will be responsible to ensure that all deliverables are completed on time, meet quality standards, and align with compliance and internal controls. What You ll Do: Lead NAV & valuation processes with zero-error execution Ensure accurate pricing, reconciliation, and audit readiness Oversee financial reporting and timely regulatory submissions (SEBI, IFSCA, AMFI) Collaborate with custodians, fund accountants, auditors, and internal teams Drive automation, streamline SOPs, and implement best practices Manage vendor relationships and data migration initiatives You Bring: 10 12 years of experience in fund administration with deep exposure to NAV, valuation, reconciliations, and regulatory reporting across Mutual Funds, AIFs, or PMS Strong understanding of the Indian regulatory framework SEBI, IFSCA, and fund structures Proven track record in expense processing, control reviews, and vendor oversight Prior experience in a supervisory or team leadership role Excellent communication, negotiation, and stakeholder management skills able to confidently work across auditors, internal teams, and external partners If you believe NAV is not just a number but a promise we d love to hear from you.

Technically own the core investment management and analysis systems of DSP (Namely : Bloomberg AIM, EMSX Port, mPower and other support systems With strong functional knowledge on capital market domain challenge the users on the approach for the long term direction of the DSP systems. Defining project scope, approach, deliverables, coordinating with the business and IT team for issues and up gradations in the applications. Document the business requirement and coordinate with the vendor for development, test and production move Service Quality check in line with Software Requirement Specification and Business Requirement Scope. Experienced in application support and development. Holding review meetings to monitor progress of the project as per schedule and ensuring timely completion and delivery of the project. Ensuring timely escalation to Senior Management regarding issues impacting business and providing possible solutions to address the concerns. Competencies Personality Traits Must have full life-cycle experience in large, multi-tiered application systems, preferably in Capital market. Strong Project Management Skills Comprehensive knowledge of Software Development Life Cycle (SDLC), having through understanding of various phases like Requirements, Analysis/Design, Development and Testing Business Process Documentation skill Hands on in development of business applications Strong Communication Skills, both verbal and oral. Self-starter and can persistently follow-up. Ability to work in fast paced environment Ability to quickly learn new software technologies

Objectives of the Role: Responsible for driving Mutual Fund Sales through Banks, IFAs, Wealth counters and National Distributors & Direct Clients Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM Conducting meetings with clients/associates, understanding their needs and provide relevant feedback up the chain. Develop and maintain relationship with clients that will generate future sales and repeat business Build long term core assets through incremental net sales Refer client feedback and competitor activities and provide quick feedback up the chain in the firm so that the firm can respond to changing market conditions. Execute the sales plans and meet the set targets Skills Required: Has capital market knowledge and relevant experience of the industry Must manage communication to convince within/ outside the firm to accept proposal and programs where there is little interest in cooperating and participating. Working knowledge of Microsoft Office (Excel, Word, and Power Point) Positive attitude, self-motivated and confident NISM VA certified or can complete certification before joining Years of Experience: Candidate with 3+ years of experience. Qualification: Any Graduate/Post Graduate degree