📢 We're Hiring: Product & Growth Marketing Specialist – Mutual Funds Are you passionate about mutual funds and driven by data-led marketing strategies? We’re looking for a Product and Growth Marketing to join our team and lead strategic marketing initiatives across our mutual fund product portfolio. Key Responsibilities: Own end-to-end product marketing for mutual fund offerings – positioning, messaging, go-to-market, and customer communication. Design and execute growth marketing strategies to drive AUM (Assets Under Management), SIP book growth, and investor engagement. Collaborate with Product, Sales, Digital, and Compliance teams to roll out campaigns across digital touchpoints. Use customer insights, competitor analysis, and market data to optimize product placement and value propositions. Track KPIs such as lead conversion, campaign performance, funnel metrics, and investor retention Requirements: 10 years of experience in marketing roles within the mutual fund or financial services industry. Deep understanding of mutual fund products , investor personas, and regulatory landscape. Hands-on experience in growth marketing , especially in digital channels. Strong analytical skills and experience working with marketing tools like Google Analytics, CRM, and campaign platforms. Excellent communication, stakeholder management, and project execution skills.
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 Show more Show less
As a candidate for this role, you will be responsible for accepting and time stamping applications, addressing walk-in clients" queries and complaints, conducting thorough scrutiny and quality checks on application forms, and completing standard verifications from clients or distributors. You will also handle filling deposit slips, manage cheque banking following guidelines, and report large value transactions through the system. Your role will involve handling inbound and outbound calls, as well as branch administration tasks and correspondence with various functions. Additionally, you should be able to coordinate effectively with the Registrar, Head Office, Vendors, and the Sales team to resolve queries. To excel in this position, you should possess a positive attitude, maintain a disciplined approach to work, have strong communication skills, and demonstrate a desire to learn and grow professionally. The ideal candidate for this role should have 5-6 years of relevant experience, preferably from a Mutual Fund background or banking sector. A graduate degree is required for this position.,
What is the objective of the role? Responsible for Relationship Management and handling Mutual Fund sales from direct clients. Conducting meetings with clients/associates, understanding their goals, aspirations and financial objectives and provide relevant feedback up the chain Engage with the customers regularly and conduct their portfolio reviews. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. Deep understanding of the financial products like mutual funds and markets What skills do you need to possess? Excellent Communication skills Should be able to work in a fast- paced & target-driven environment Self-motivated and able to work in teams and individually NISM V-A, certified Good at excel and power point skills What is the prior experience needed? We are looking for a candidate 4-6 years of experience in BFSI, preferably Mutual funds. What qualification you should have? Graduate or Postgraduate
What is the objective of the role Responsible for Relationship Management and handling Mutual Fund sales from direct clients. Conducting meetings with clients/associates, understanding their goals, aspirations and financial objectives and provide relevant feedback up the chain Engage with the customers regularly and conduct their portfolio reviews. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. Deep understanding of the financial products like mutual funds and markets What skills do you need to possess Excellent Communication skills Should be able to work in a fast- paced & target-driven environment Self-motivated and able to work in teams and individually NISM V-A, certified Good at excel and power point skills What is the prior experience needed We are looking for a candidate 4-6 years of experience in BFSI, preferably Mutual funds. What qualification you should have Graduate or Postgraduate Show more Show less
Objectives of the role: 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. Skills required for the role: 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. Experience: 9 to 15 years in financial services industry Qualifications: Any engineering degree with CFA/MBA
As a Sales Manager at DSP, your role is crucial in managing and increasing revenue and AUM market share with Family offices, large and mid-sized corporate clients. Your responsibilities include: - Increasing market share and revenue with assigned investors such as family offices and Large/Small clients. - Producing superior sales results in terms of gross sales, net sales, and market share across all asset classes. - Reactivating and acquiring new investors in the specified segment. - Engaging with clients through various sales tools, charts, regular market and product updates, and digital/face-to-face meetings to build a long-term book of assets. - Advising clients on the latest market developments and fund house views to maintain top-of-mind recall. - Leveraging MIS, CRM, and other market data for effective sales strategies. - Providing timely feedback on competition and market deals to superiors. - Developing external market intelligence to enhance your network and contribute to business generation. To excel in this role, you should possess: - Strong knowledge of capital markets (equity & fixed income), financial products, and other related areas. - Deep understanding of the sales process. - Awareness of macro-economic variables and mutual fund products. - Knowledge of family offices & institutional market in Chennai. To succeed in this position, you should have the following skills: - Proven ability to deliver superior results in all market cycles. - Entrepreneurial mindset, willingness to take initiative, and readiness to handle complex deals/clients/situations. - Excellent communication and presentation skills. - Ability to build strong and trusting relationships with clients. Ideally, you should have: - At least 6 years of experience in investment sales and business development. - An MBA or equivalent degree. Additional certifications like CFA, CWM, or CFP would be a plus.,
The key responsibilities would encompass: Responsible for accurate and timely execution of activities pertaining to NAV, various other reconciliations such as FA, Custody & Cash. Responsible for preparation and dissemination of various regulatory and scheme specific reporting (including IFSCA, SEZ & FPI). Supporting in various administrative tasks and periodical filings related to SEZ. Keeping abreast with FPI & IFSCA regulations and implementing changes, if any. Supporting other areas of business by executing shadow NAV and other ancillary processing such as, TER, Valuation of securities, etc. (parallel control to outsourcing FA activity) for different business areas supported by the department alongside a senior team member. Reporting and Settlement of Trades. Carrying out various Banking Activities. Monitoring capital activity and report cash flow to PM. Support audit of various funds. Onboarding brokers or vendor counterparties, if required (including end-to-end documentations). Maintain relationship with Custodians, Banks and Fund Accountants. Competencies needed for the role Well versed with Capital Market Operations. Understanding of financial market related instruments– (equities, fixed income, collateral etc.) A strong team player who can incorporate input from others and can generate consensus through inclusion. Intellectual curiosity and desire to learn from others. Good organizational skills and ability to meet tight deadlines in an environment of competing priorities. Strong ability to routinely work on multiple unrelated tasks while effectively prioritizing and keeping track of deadlines. Excellent interpersonal, communication and negotiation skills for a wide variety of audiences. Good knowledge related to Valuation, Accounting & NAV, and Performance Fees and FPI regulations would be an added advantage. Qualifications: MBA/CA Inter/CA with 1-3 years of relevant experience.
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