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2.0 - 6.0 years

0 Lacs

pune, maharashtra

On-site

As a Xtrackers Sales Support Analyst at DWS, you play a crucial role in assisting the global Xtrackers sales team, particularly focusing on the EMEA North and EMEA South teams. Your responsibilities include managing client enquiries related to ETF holdings and index analysis, ensuring the timely and accurate delivery of various reports, and acting as the primary contact for tech platforms like Aladdin, Bloomberg, and Salesforce. Additionally, you will be responsible for maintaining internal databases, monitoring net new assets and revenues, reviewing RFPs, handling client tax information requests, and updating market-specific PowerPoint presentations. The ideal candidate for this role possesses a university-level degree, with an MBA or CFA being highly regarded. Proficiency in MS Office applications, particularly Outlook, Excel, and PowerPoint, is essential. While product knowledge of exchange traded products is advantageous, it is not mandatory. A deep interest in financial markets, fluency in English (both written and spoken), and proficiency in other languages such as Italian, Spanish, French, Dutch, Swedish, Norwegian, or Danish are beneficial but not required. Personal characteristics that will contribute to your success in this role include being a self-starter, resourceful, proactive, and a team player with strong organizational and data analysis skills. Excellent communication abilities, high energy levels, flexibility in handling ad hoc tasks, and a strong work ethic characterized by ownership and accountability are also key traits for this position. DWS, a leading global investment management firm, is committed to acting in the best interests of its clients and delivering outstanding investment results. As part of the DWS team, you will have the opportunity to shape the future of investing and contribute to building a sustainable financial future for clients worldwide. For more information about DWS and our teams, please visit our company website at https://www.db.com/company/company.htm.,

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6.0 - 11.0 years

30 - 35 Lacs

Pune

Work from Office

: Job TitleAccounting and Financial and Regulatory Reporting Position, AVP LocationPune, India Role Description The AVP candidate will support the Treasurers Office on a wide variety of matters, which includes overseeing the production of financial statements and regulatory filings by the service providers, and oversight of accounting agents for the U.S. mutual funds, ETFs and collective investment trusts (the Funds). What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Accounting Oversight responsibilities Perform daily/weekly/monthly oversight of the Funds Accounting Agents service levels, including exception-based reporting reviews, issue resolution and coordination of weekly/monthly operational service meetings Provide support to the accounting agent regarding accounting treatment of day-to-day events including corporate actions, trade related issues, treatment of complex securities, income (distribution issues, defaulted bonds, reclaims, etc.) Provide as needed direction to the transfer agents and accounting agents to address fund level issues or errors Provide timely quarterly/annual Accounting Agent related Board reporting Financial and Regulatory Reporting Oversight responsibilities Perform a detailed analytical review of the annual and semi-annual financial and regulatory reports and quarterly filings Review for consistency of information and appropriateness of disclosure to ensure compliance with U.S. Generally Accepted Accounting Principles (GAAP) and U.S. Securities and Exchange Commission (SEC) regulatory requirements. Review and coordinate SEC filings for Form N-MFP, Form PF, Form N-CSR, Form N-PORT and Form N-CEN and other regulatory filings Review and coordinate financial statement and regulatory comments, including those from audit firms, legal, portfolio managers, compliance, President and CFO/Treasurer and data owners. Coordinate meetings with internal and external groups as needed Research comments and coordinate with stakeholders for resolution and direct service provider accordingly Your skills and experience Prior Mutual Fund Accounting and Mutual Fund Administration experience with proficient knowledge of fund accounting, general ledger accounting and regulatory reporting requirements for SEC Registered Investment Companies including mutual funds, ETFs and Closed End Funds, and U.S. Commingled Trusts Technical knowledge of a broad range of securities investments, accounting, and financial reporting including knowledge of U.S. GAAP and SEC Regulation S-X Proficient in Microsoft Office applications with a particular focus on Excel and the use of pivot tables, VLOOKUPs, and macros Educated to bachelors degree level Detail oriented with the ability to problem solve and recommend solutions Self-starter with strong analytical, communication and organization skills Ability to work effectively both independently and within a team environment Minimum 5-8 plus years of industry work experience Workday to include at least 4 hours overlap with U.S. Eastern Time How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm

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5.0 - 10.0 years

8 - 18 Lacs

Pune, Ahmedabad, Chennai

Work from Office

Role Overview: The Specialist Passives will be responsible for driving the growth and success of ETF and passive investment offerings. The primary responsibility will be to acquire and manage relationships with High Net-Worth Individuals (HNIs), Family Offices, and Institutional clients, providing expert guidance on ETFs, index funds, and other passive investment strategies. The role will entail leveraging deep understanding of capital markets to deliver tailored investment solutions that align with clients' financial goals and risk profiles. Key Responsibilities 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new clients, including High Net-Worth Individuals (HNIs), Family Offices, and Institutional clients. Build, nurture, and sustain long-term relationships with both new and existing clients and key stakeholders, such as stockbrokers, distributors, and Registered Investment Advisors (RIAs). Understand clients' investment objectives, risk appetite, and financial goals to offer tailored ETF and passive investment solutions. 2. Product Knowledge and Sales Attain deep expertise in Exchange-Traded Funds (ETFs), index funds, and passive investment strategies. Present and explain the benefits, risks, and features of ETFs and other passive investment products to clients. 3. Market Intelligence and Competitive Analysis Monitor and analyse trends in capital markets, ETFs, and the broader investment landscape to provide actionable insights. Regularly update clients on market conditions, ETF performance, and related investment opportunities. Collaborate with internal teams to stay informed on industry developments and formulate innovative strategies to increase market penetration. 4. Compliance and Risk Management Ensure full compliance with regulatory requirements, industry standards, and internal policies. Proactively address and mitigate potential risks related to client investments, safeguarding both client and company interests. Maintain accurate, up-to-date documentation of client interactions, transactions, and market activities. Skills and Qualifications Educational Background: MBA or relevant qualification from a reputed institution in finance or a related field Certifications: NISM V-A and other relevant certifications in investment or capital markets Experience: 5 to 10 years of experience in capital markets, stock broking, or related fields Proven track record of building and nurturing client relationships and achieving sales targets in a competitive environment Excellent communication, negotiation, and presentation skills with a results-oriented approach Proven ability to work independently as well as collaboratively within a team

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5.0 - 10.0 years

11 - 18 Lacs

Lucknow, Jaipur, Delhi / NCR

Work from Office

Role Description We are looking for a candidate to develop market for Passive Funds (Index Funds and ETFs) Responsible for building distributions business for Passive Funds for the region. Expected to do activities to activate Retail MFDs, RIAs, National Distributors & Wealth outfits Positions open One Qualification Post-Graduation Skills Are you curious, creative and love driving sales? Axis Asset Management Company Ltd. is expanding its Passive Funds team for product management and research functions to be part of this exponential growth. If you are like-minded and looking for a healthy working culture that values integrity, a sense of ownership, and transparency, come and JOIN US! You will be part of a diverse team passionate about passive funds. We are looking to build a young dynamic team with a growth mindset and passionate about building a sales pipeline and strategy at the regional level. We are looking for someone with a deep passion for sales and building relationships. As Business Development Manager, you will build, enhance, maintain, and execute the sales pipeline and funnel strategy using best in industry standards and tools. You will work closely with other regional and national heads to ensure growth in sales and assets in this business. Experience Minimum 10 to 15 years in mutual fund sales / relevant work experience Experience in dealing with MFDs / Wealth Managers, Pvt Banks at Product, Research Or Sales level and generating business from these relationships Experience in managing team in the north region Excellent written and oral communication skills - ability to write good content efficiently Independent, organized and detail-oriented, and results-driven Willingness to learn, be flexible, and adapt quickly Comfortable working in a fast-paced, startup, entrepreneurial environment Strong and humble team player Strong critical thinker and active listener Key Deliverables Execute market research Develop competitive landscape overview and customer segmentation across multiple channels including Family Offices, Institutions, Distributors and Fee only advisors Product Approvals Work closely with Product, Research teams of NDs, Wealth Outfits and Pvt Banks at Central / Regional level to get approval of Passive Products Product Ideation & Launch Ideate and launch product required by Wealth Managers or identify the product gap in the industry and convert it as opportunity by launching new curated products Create lead generation campaigns to drive customer acquisition Organize events with partners and retail customers to drive sales of mutual fund products. Events include knowledge sessions, meetups, workshops etc. Build customer relationships Develop and strengthen relationships with all intermediaries as well as direct clients. Over-time to create Manage CRM and sales funnel All sales events and initiatives to be tracked via continuous usage of CRM tool. Optimize sales strategy Responsible for building and execute robust sales pipeline and strategy. Strategy spans from generating leads, landing first sale and expanding product portfolio over-time. Salary Range Work Location North Delhi, Lucknow / Ahmedabad / Pune / Mumbai / Bangalore / Chennai / Kolkata

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4.0 - 6.0 years

15 - 18 Lacs

Bengaluru

Work from Office

Position: Manager / Sr. Manager Sales (Experience with private wealth counters / ND and Banking Wealth and Retail) Company: A Leading Mutual Fund Investment Company in India Location: [Specify Location if known] Experience: 4+ Years Qualification: Full-time Graduation (MBA preferred) About the Company Join one of India's top mutual fund investment companies, known for its strong market presence, consistent performance, and customer-centric approach to wealth creation. Key Responsibilities Drive AUM growth , Net Sales , and Market Share for AMC at the assigned branch level. Manage channel relationships across IFAs (Independent Financial Advisors) , National Distributors (NDs) , and Banks . Lead, manage, and develop the branch sales team to achieve business targets. Ensure high standards of Customer Service and Regulatory Compliance . Monitor and support client servicing activities related to payments, redemptions , and query resolution . Required Skills & Experience Proven experience in channel sales and distribution management in the mutual fund or BFSI industry. Ability to build and manage strong relationships with high-end distributors and investors . Deep knowledge of the mutual fund industry , including products, equity, debt, and ETFs . Strong strategic thinking with the ability to execute plans effectively in a competitive environment. Excellent communication, interpersonal, and team leadership skills . High energy levels with a proactive, target-driven approach. Preferred Candidate Profile Prior experience in handling a large number of IFAs and National Distributors . A pleasing personality and a confident communicator. Strong business acumen with an eye for growth opportunities in the region. To Apply: If this opportunity interests you, please share your updated resume at GAURAV@FLEXYMANAGERS.COM or contact us at 9599518777. Thanks & Regards Gaurav Thakur Interim Management Solutions Pvt. Ltd Contact: (M) +91-9599518777 Email id: gaurav@flexymanagers.com Company URL : www.flexymanagers.com https://www.linkedin.com/in/gaurav-thakur-a385072b/

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5.0 - 10.0 years

11 - 21 Lacs

Kolkata

Work from Office

Role Description We are looking for a candidate to develop market for Passive Funds (Index Funds and ETFs) Responsible for building distributions business for Passive Funds for the region. Expected to do activities to activate Retail MFDs, RIAs, National Distributors & Wealth outfits Positions open One Qualification Post-Graduation Skills Are you curious, creative and love driving sales? Axis Asset Management Company Ltd. is expanding its Passive Funds team for product management and research functions to be part of this exponential growth. If you are like-minded and looking for a healthy working culture that values integrity, a sense of ownership, and transparency, come and JOIN US! You will be part of a diverse team passionate about passive funds. We are looking to build a young dynamic team with a growth mindset and passionate about building a sales pipeline and strategy at the regional level. We are looking for someone with a deep passion for sales and building relationships. As Business Development Manager, you will build, enhance, maintain, and execute the sales pipeline and funnel strategy using best in industry standards and tools. You will work closely with other regional and national heads to ensure growth in sales and assets in this business. Experience Minimum 10 to 15 years in mutual fund sales / relevant work experience Experience in dealing with MFDs / Wealth Managers, Pvt Banks at Product, Research Or Sales level and generating business from these relationships Experience in managing team in the north region Excellent written and oral communication skills - ability to write good content efficiently Independent, organized and detail-oriented, and results-driven Willingness to learn, be flexible, and adapt quickly Comfortable working in a fast-paced, startup, entrepreneurial environment Strong and humble team player Strong critical thinker and active listener Key Deliverables Execute market research Develop competitive landscape overview and customer segmentation across multiple channels including Family Offices, Institutions, Distributors and Fee only advisors Product Approvals Work closely with Product, Research teams of NDs, Wealth Outfits and Pvt Banks at Central / Regional level to get approval of Passive Products Product Ideation & Launch Ideate and launch product required by Wealth Managers or identify the product gap in the industry and convert it as opportunity by launching new curated products Create lead generation campaigns to drive customer acquisition Organize events with partners and retail customers to drive sales of mutual fund products. Events include knowledge sessions, meetups, workshops etc. Build customer relationships Develop and strengthen relationships with all intermediaries as well as direct clients. Over-time to create Manage CRM and sales funnel All sales events and initiatives to be tracked via continuous usage of CRM tool. Optimize sales strategy Responsible for building and execute robust sales pipeline and strategy. Strategy spans from generating leads, landing first sale and expanding product portfolio over-time. Salary Range Work Location North Delhi, Lucknow / Ahmedabad / Pune / Mumbai / Bangalore / Chennai / Kolkata

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1.0 - 3.0 years

4 - 6 Lacs

Navi Mumbai

Work from Office

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

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1.0 - 3.0 years

4 - 6 Lacs

Coimbatore

Work from Office

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

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5.0 - 10.0 years

10 - 12 Lacs

Kolkata

Work from Office

Designation - Relationship Manager - Exchange Traded Funds(ETF) Location - Kolkata Ctc - 10 - 12 Lacs Exp.Required : Minimum 1 year Selling Experience in ETF Product Candidate from AMC, Broking & Securities Candidate must be NISM certified,

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8.0 - 13.0 years

13 - 20 Lacs

Mumbai, Pune

Work from Office

Job Title: Sales & Business Development Manager Department: Institutional Business - Passives Location: Mumbai/Pune Who we Are? Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities. Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable Relationships. Our investment philosophy embraces culture of risk management. It encourages our partners & investors to transition from transactional investing for quick gratification to investing for fulfilment of critical life goals. Thus, our endeavour is to offer a basket of investment solutions which helps customers create a financially independent & happier tomorrow. Our recent accolades: Brandon Hall Group HCM Excellence Awards for Learning & Development 2022 - Silver Award Morningstar Awards 2022: Best Fund House: Equity, Debt & Overall Outlook Money Awards 2021: GOLD in Equity AMC of the Year 2021 World Leadership Congress & Awards 2022: Business Transformation Leadership Awards Digital Transformation Project (Mobile App) Why Join Us? At Axis, our constant endeavour is to provide a career path for job seekers which is laden with learning & winning. We foster a culture where success is celebrated. Are you curious, creative and love driving sales? Axis Asset Management Company Ltd. is expanding its Passive Funds team for product management and research functions to be part of this exponential growth. If you are like-minded and looking for a healthy working culture that values integrity, a sense of ownership, and transparency, come and JOIN US! You will be part of a diverse team passionate about passive funds. What will you Do? As a Sales & Business Development Manager, you will build, enhance, maintain, and execute the sales pipeline and funnel strategy using best in industry standards and tools. You will work closely with other regional and national heads to ensure growth in sales and assets in this business. We are looking to build a young dynamic team with a growth mindset and passionate about building a sales pipeline and strategy at the regional level. We are looking for someone with a deep passion for sales and building relationships. Key Responsibilities: We are looking for a candidate to develop the market for Passive Funds (Index Funds and ETFs). Responsible for building distributions business for Passive Funds for the region. Expected to do activities to activate Retail MFDs, RIAs, National Distributors & Wealth outfits. Execute market research Develop competitive landscape overview and customer segmentation across multiple channels including Family Offices, Institutions, Distributors and Fee only advisors. Product Approvals Work closely with Product, Research teams of NDs, Wealth Outfits and Pvt Banks at Central / Regional level to get approval of Passive Products. Product Ideation & Launch – Ideate and launch product required by Wealth Managers or identify the product gap in the industry and convert it as opportunity by launching new curated products. Create lead generation campaigns to drive customer acquisition – Organize events with partners and retail customers to drive sales of mutual fund products. Events include knowledge sessions, meetups, workshops etc. Build customer relationships – Develop and strengthen relationships with all intermediaries as well as direct clients overtime to create a strong pipeline. Manage CRM and sales funnel – All sales events and initiatives to be tracked via continuous usage of CRM tool. Optimize sales strategy – Responsible for building and execute robust sales pipeline and strategy. Strategy spans from generating leads, landing first sale and expanding product portfolio overtime. What makes you a Great Fit? Minimum 10 to 15 years in mutual fund sales/relevant work experience Experience in dealing with MFDs/Wealth Managers, Pvt Banks at Product, Research or Sales level and generating business from these relationships Experience in managing team in the north region Excellent written and oral communication skills - ability to write good content efficiently Independent, organized and detail-oriented, and results-driven Willingness to learn, be flexible, and adapt quickly Comfortable working in a fast-paced, startup, entrepreneurial environment Strong and humble team player Strong critical thinker and active listener

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1 - 3 years

4 - 6 Lacs

Bengaluru

Work from Office

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

Posted 3 months ago

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1 - 3 years

4 - 6 Lacs

Chennai

Work from Office

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

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