32 Fund Jobs

The candidate must have experience in credit management, bank guarantees, fund /cash management, account reconciliation, and all government compliance Must be from the manufacturing industry Must to have exp into SAP Required Candidate profile Good in English communication Must have a master's from premium institute

Dear Candidate We and exciting opportunity for Senior Sales Relationship Manager Mutual Fund & Insurance with MEHEK FINMART PVT LTD for Mulund Mehek Finmart Private Limited is an Indian private limited company incorporated on March 28, 2023. It is classified as a non-government company and operates within the financial and insurance activities sector. Industry: The company is involved in financial and insurance activities. Location: Mulund west - 7-8 min walkable distance Job Title: Senior Sales Relationship Manager Mutual Fund & Insurance Experience Required: Minimum 5 years (must be with Individual MFD and Insurance Advisor) Key Responsibilities: - Independently pitch and close mutual fund and insurance products (Term, Mediclaim, Personal Accident) - Handle inbound leads and proactively follow up with clients Use deep product knowledge to consult and convert leads via phone no field travel required Maintain healthy conversion ratio and meet monthly and yearly targets - Work closely with junior support staff for application and documentation processing - Ensure excellent client communication and post-sale servicing coordination Skills Requirements: - Proven sales track record in MF & Insurance products - Strong command over Term Plans, Mediclaim, and Investment MF schemes - Confident telephone communicator with consultative sales approach - Good product knowledge and client need analysis capability - Polite, self-motivated, and goal-driven personality Education & Language: No specific barriers expertise and confidence in communication preferred Working Days: Monday to Saturday (Full Working Days, Office-based Sales Role) Salary & Benefits: - Fixed Salary: Rs. 3.6 to 6 LPA (based on experience and performance) - Monthly incentives based on sales closures - Special annual bonus/incentives for achieving yearly targets - Junior operations staff available to assist with backend support for smooth client servicing Interested candidate can share resume along with your confirmation on mail . Thanks &Regard Shubhangi bhise 7021684818 Directushr

Job Summary 1520 years in equity fund management, preferably in AIF structures with end-to-end responsibility for portfolio construction and client-facing outputs Job Description 1. Portfolio Management & Construction Develop, execute, and monitor long-term investment strategies across equity and alternative-oriented CAD-II AIF portfolios. Construct portfolios blending top-down macro insights with bottom-up stock/deal selection. Design exit strategies aligned with fund mandate, liquidity considerations, and regulatory norms. Ensure portfolio alignment with fund mandates, risk-return objectives, and SEBI AIF guidelines. 2. Research Integration & Decision-Making Integrate proprietary, sectoral, and third-party research into investment decisions. Collaborate with analysts and sector specialists to evaluate private and listed opportunities. Maintain a forward-looking investment pipeline consistent with the CAD-II mandate, including unlisted and illiquid assets. Conduct rigorous due diligence and deal structuring for private equity-style investments. 3. Performance Tracking & Optimization Monitor portfolio performance against defined fund objectives and investor commitments. Attribute performance across listed, unlisted, and sector allocations with a long-term orientation. Recommend portfolio rebalancing and capital deployment strategies where required. 4. Investor Reporting & Communication Deliver transparent investor communication through webinars, portfolio reviews, and strategy notes. Provide detailed rationales for investments, valuations, and exit strategies. Support client-facing teams with structured presentations and performance reports. 5. Regulatory & Operational Compliance Ensure strict adherence to SEBI AIF Regulations, CAD-II norms, and internal investment policies. Maintain updated documentation on fund strategy, asset valuation, and compliance records. Coordinate with compliance, legal, and risk teams for periodic audits and reporting. 6. Technology & Analytics Enablement Leverage Bloomberg, valuation models, MIS dashboards, and Excel-based tools for investment decision support. Apply private equity-style valuation methods (DCF, NAV-based, third-party appraisals). Promote automation, audit trails, and workflow integrity in fund operations.

Dear Candidate, IMMEDIATE JOIN @ BANK - SALES DIVISION FIXED CTC : 3LPA - 5.25LPA + OTHERS CONTACT : hr7exposer@gmail.com/ 7003301086 New CASA Client acquisition New lead generation and follow up Cross sales all banking products ELIGIBILITY: Graduate/ Post graduate Age < 30 Good communication skills in English + local language All financial products sales experience must.

The job involves preparing and submitting Fund and Investor Reports accurately within the specified SLA. You will be responsible for meeting TAT requirements and providing error-free services. Additionally, you will work on partnership accounting applications and contribute to process improvement ideas. It is essential to display interpersonal skills in managing day-to-day operations and fostering a healthy work environment within the team. This is a full-time position with benefits such as health insurance and provident fund. The working schedule includes day shifts on a fixed shift basis. The work location is in person at multiple locations including Gurugram and Bangalore.,

We are looking for a Non-Profit Executive Director to join our team and guide our organization forward by overseeing all operational, financial, and technical aspects of the organization. Non-Profit Executive Director responsibilities include preparing accurate financial reports for the board of directors, assisting with volunteer recruitment activities, and leading annual budget reviews. Ultimately, you will work with various volunteers and other professionals in the organization to ensure we hit our annual fundraising goals and continue to build our volunteer base for future success. Responsibilities Prepare accurate and timely analyses that capture and communicate fundraising results, variances, and performance trends Provide leadership to and manage the efforts of site staff to ensure appropriate support of all departments Supervise the development of operations-based financial modeling Coordinate and leads annual budget reviews, monthly and quarterly reviews, and periodic forecast updates with operational and senior management for all locations Approve major systems implementations related to cost and inventory control Retain a diverse, highly qualified staff and volunteers by providing career coaching, growth, and personal development for workers Ensure that services and funding relationships are robust enough to meet or exceed strategic goals and objectives

Business Relationship Manager Location : Chennai Job Role To understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. Work closely with Branch Banking teams for new customer addition. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies. To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus on continually increasing book size and profitability of the assigned portfolio. To understand client business model, trade related activities, cash flows etc. and identify opportunities and grow client relationships. To be alert on competitive elements in the target segments (viz. other banks etc.) & augment the presence and penetration of the Kotak brand in the target market Maintain high caliber client service. Improve efficiency by monitoring & overseeing continuous improvement of processes Share rapport with other operating units to customize and develop solutions Job Requirement Preferably MBA/ CA Experience: 2-3 years experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong oral and written Communication Relationship Management Skill Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like BL, OD, CC. Excellent written and oral communication skills

Business Relationship Manager Location : Hyderabad Job Role To understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. Work closely with Branch Banking teams for new customer addition. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies. To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus on continually increasing book size and profitability of the assigned portfolio. To understand client business model, trade related activities, cash flows etc. and identify opportunities and grow client relationships. To be alert on competitive elements in the target segments (viz. other banks etc.) & augment the presence and penetration of the Kotak brand in the target market Maintain high caliber client service. Improve efficiency by monitoring & overseeing continuous improvement of processes Share rapport with other operating units to customize and develop solutions Job Requirement Preferably MBA/ CA Experience: 2-3 years experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong oral and written Communication Relationship Management Skill Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like BL, OD, CC. Excellent written and oral communication skills

As a Business Systems Operations Analyst at our organization, you will collaborate with stakeholders, including internal clients, operations, and IT teams, to understand and document business requirements for transaction processing systems. You will play a crucial role in analyzing current systems and processes to identify areas for improvement and proposing solutions to enhance efficiency, accuracy, and compliance in transaction processing. Your responsibilities will also include ensuring the integrity and accuracy of transaction data, implementing process improvements, and participating in the implementation of new systems or system upgrades. You will provide IT help desk level support to end-users, address system-related issues and queries, and ensure that transaction processing systems and practices comply with regulatory requirements and internal policies. Additionally, you will prepare detailed documentation, generate reports and analytics, and provide after-hours and weekend support for testing and disaster recovery exercises. In this role, you will support system maintenance, enhancements research and implementation, fund and ID administration, data analysis and mining, product support, and issue research. You will act as a system administrator for vendor and ABIS applications, design and implement new process workflows, and collaborate with internal development teams to create, test, and implement system enhancements. What makes this role unique is the variety of systems, reports, and projects you will be involved with, offering unique learning opportunities each day. You will have the chance to develop and maintain strong relationships with internal business departments, external partners/vendors, and learn core system files to be an asset within any group within the transfer agency. The ideal candidate should have a Bachelor's Degree in a business-related or information technology discipline or equivalent work-related experience. You should have working knowledge of Microsoft Outlook, Word, Excel, and Access, as well as strong problem-solving, analytical, verbal, and written communication skills. Additionally, you should be organized, detail-oriented, and able to work independently and cooperatively in a team setting. This position is located in Pune, India, offering professional development opportunities and a chance to work on diverse projects in a dynamic environment.,

Weaver is looking for an experienced and motivated Audit Manager, Senior Associates and Associates to join our dynamic Financial Services team focusing on investment funds, specifically, Venture Capital, Private Equity and hedge fund clients. As an Audit Manager at Weaver, you will play a pivotal role in delivering exceptional service to clients across all stages of the audit process, while fostering the professional growth of Associates, Senior Associates, and Supervisors through mentorship and training. This position offers the opportunity to collaborate closely with firm leadership, actively contributing to business development initiatives and supporting key firm administration functions. If you are a proactive team player with a passion for leadership and client service, we invite you to join our team! To be successful in this role, the following qualifications are required for Associates / Seniors Associates: Bachelors degree in accounting or related field Experience in alternative investment funds audits such Venture Capital, Private Equity and hedge funds To be successful in this role, the following qualifications are required for Manager: Active CPA, ACCA or CA license 5+ years of public accounting experience or its equivalent Possess technical knowledge sufficient to supervise Senior Associates and Associates End to end audit experience Understand complex valuations for venture and PE funds People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates everyone’s unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.

Job Responsibilities : - Deal With The Walk-In Customers In Branch - Will Have To Work On The Leads Given From Branch - Set Up A Meeting With Potential Customers And Close The Deal - Mostly Branch-Work Required Candidate profile Criteria: - Graduation Is A Must - Age Must Be In Between 21-38 - Minimum 6 Months Of Work Experience - BFSI Work Experience Preferred

We are looking for a person who is as passionate and enthusiastic about our organizations mission as we are, someone with an understanding of the importance this work has in driving change in communities around the world. A Development Directors responsibilities include having experience leading major gift programs at organizations or schools because we know it takes more than money if you want your ideas fulfilled. Ultimately, you will work to help grow the organization and increase donorship throughout the year. Responsibilities Collaborate with the board of directors to create and implement a fundraising plan Maintain relationships with existing sponsors Obtain financial support from individuals and organizations Manage fundraising and special events Generate development materials such as grants and case statements

You will be responsible for handling Private Equity Fund Operations, focusing on Fund and Financial Accounting tasks such as Book Keeping, Journal Posting, and Preparation of Financial Statements. Your role will involve preparing Financial Statements, calculating Management fee, Performance fee, and NAV, as well as working on Waterfall Distribution. You should have experience in Management Fee Carried Interest and Expense Calculation & Posting, Capital Calls including the preparation of Capital Call memos, LC Opening, Follow Up with LPs for funding Distribution. Your responsibilities will also include Cash Reconciliation, Cash Tracking, Posting Entries, Cash reporting, Tracking of Capital Transactions, and Valuation of Portfolio Investments. Furthermore, you will be required to prepare and submit Fund and Investor Reports accurately as per SLA. This position is based in Gurugram and involves working in UK Shifts (12 Noon - 09:30 PM & 02:00 - 11:30 PM). Ideally, you should have a Bachelor's, Master's degree, or be a Qualified CA, US CMA, or CPA. Experience of 2.01+ years in Fund Accounting, particularly in the Private Equity / Hedge Fund domain, would be preferred. The available levels for this role include Analyst, Senior Analyst, Lead Analyst, and Team Manager.,

Our client hiring Mutual fund Analyst for Surat (Gujrat) location, JD contains data management, fund analysis, mutual fund knowledge, etc. Candidate needs 1 to 3 years experience in same field nearby Surat location.

As an Associate - Portfolio Value Creation at our company, you will be reporting directly to the Partner. Your primary responsibility will be to contribute to the creation of value within our portfolio. If you have a passion for strategic decision-making and driving growth, we encourage you to apply for this position. For the role of Senior Associate Legal, you will report to both the CFO and General Counsel. Your expertise in legal matters will be crucial in supporting the financial and legal functions of our organization. If you have a strong legal background and are looking to work in a dynamic environment, we would like to hear from you. As an Analyst in Fund and Business Operations, you will be reporting to the Head of Data and Analytics. Your role will involve working closely with data to support fund operations and business analytics. If you have a keen interest in data-driven decision-making and operational efficiency, this position could be the right fit for you. These positions are based in Mumbai and are full-time employment opportunities. If you are ready to take on new challenges and contribute to our dynamic team, please send your resume to talent@lightbox.vc. For more information on these job openings and other available positions, please visit our website at www.lightbox.vc.,

Build CSR partnerships & donor relations Lead & execute fundraising campaigns Conduct due diligence on partners Align with internal teams for execution Ensure timely donor reports & updates Explore new funding channels Manage MoUs & legal compliance Required Candidate profile Graduate/PG with 4+ yrs in NGO/CSR fundraising, strong communication, project management, donor handling, MS Office skills, and ability to build partnerships and work independently.

Role & responsibilities 1. Identify and explore funding opportunities (loans, investors) for company projects and expansions. 2. Develop and manage relationships with financial institutions, investors, and stakeholders. 3. Prepare funding proposals, business cases, and financial models. 4. Collaborate with internal teams (finance, operations) to ensure funding aligns with company goals. 5. Manage funding applications, negotiations, and agreements. Preferred candidate profile 1. Finance, business, or related field experience. 2. Strong networking and communication skills. 3. Financial modeling and proposal writing expertise.

1) Client Acquisition & Relationship Management: 2) Advisory & Revenue Generation 3) Product Cross-Selling 4) Client Engagement & Market Expansion Also have other openings into Banking & Wealth: share CV: khushi.sachdev@jobstation.co.in for more.

- Managing the sales through assigned Bank Branches. - Lead will be provide (Lead work) profile. - Visits to The Assigned Branches. - Negotiate and close deals - 100% lead will be provided. Required Candidate profile - Any graduation required - Need at-least 1 year of sales experience - Age must be 21-37

Knowledge /experience in financial services Functions cover a wide range of clients and a complex product range, which includes equities, fixed income Be highly collaborative, team-oriented and strong consensus builder Demonstrate strong communication and interpersonal skills both written and oral Positive attitude and eagerness to learn Knowledge of product data, reconciliation, trade management, financial products and accounting functions is preferred but not mandatory

You will receive the required data to prepare financial statements. You will also prepare and review the financial statements. In your first few weeks in this role, you can expect to: Manage a team and deadline and be effective in a production-driven environment while maintaining 100% accuracy Train the team to ensure quality services to clients Define the timeline of financial statements onshore Resolve queries raised by Onshore, Clients, Auditors, and Director. You will also require the following: 3+ years of experience in Financial Reporting Experience of Financial Reporting in Hedge Funds Manual experience of reporting in IFRS/US GAAP is preferred Excellent interpersonal and time management skills Adaptability in MS Excel and MS Word. In return for your passion, collaborative approach, and commitment, you'll receive a generous salary and benefits package, joining a friendly and inclusive culture. As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship, and in-house training programs

Role Summary Serve as a Senior Fund Accountant reporting to a Manager within Apex Responsible for accurate and timely preparation of portfolio valuations Oversee a number of client portfolios covering accounting, financial statements, and regulatory compliance Develop and mentor junior team members Deliver high-quality fund accounting and financial reporting services to Corporate Solutions clients Key Responsibilities Coordinate with management for NAVs, management, and statutory reporting under IFRS and GAAP Supervise and mentor trainee and fund accountants Collaborate with clients and Apex teams to understand and accurately record transactions Liaise with fund managers, brokers, and custodians for timely issue resolution Ensure deliverables meet client expectations and comply with regulatory deadlines Assist auditors and ensure timely audit completion Prepare monthly, quarterly, and annual NAVs and financial reports Prepare capital call and distribution workings for funds Take on additional tasks to support divisional development and management Skills / Experience Commerce degree; eligibility to register as a CA(SA) SAIPA, CIMA, or ACCA qualifications are advantageous Structural and detail-oriented with strong analytical and problem-solving skills Strong interpersonal, organizational, and teamwork skills Able to work under pressure and meet tight deadlines Experience in fund accounting is advantageous Knowledge of Private Debt, Capital Markets, Real Assets, or Private Equity is a distinct advantage

- Deal With The Walk-In Customers In Branch - Will Have To Work On The Leads Given From Branch - Set Up A Meeting With Potential Customers And Close The Deal - Close the leads provided by Company - Generate business through the Lead Required Candidate profile Criteria: - Graduation Is A Must - Age Must Be In Between 21-38 - Minimum 6 Months Of Work Experience - BFSI Work Experience Preferred

Job Responsibilities : - Deal With The Walk-In Customers In Branch - Will Have To Work On The Leads Given From Branch - Set Up A Meeting With Potential Customers And Close The Deal - Mostly Branch-Work Required Candidate profile Criteria: - Graduation Is A Must - Age Must Be In Between 21-38 - Minimum 6 Months Of Work Experience - BFSI Work Experience Preferred

Job Title: Investment and Fund Manager Location: Hyderabad, India Company: Ridhira Living Pvt Ltd Department: Strategy / Investments / Finance Reports To: Chief Financial Officer Company Overview: Ridhira Living Pvt Ltd is a pioneering wellness-led real estate and hospitality company redefining sustainable luxury living in India. With a focus on experiential spaces that blend wellness, nature, and premium hospitality, Ridhira is expanding across multiple verticals including resorts, retreats, and branded residences. We seek visionary leaders to join our growth journey. Job Summary: Ridhira Living Pvt Ltd is seeking a dynamic and experienced Strategy Manager with a proven track record in fundraising, fund structuring, investment management, and deep networks within financial institutions, banks, and private equity firms. The ideal candidate will be instrumental in driving capital-raising initiatives, forging investor partnerships, and supporting long-term financial and strategic goals. Key Responsibilities: Fundraising & Capital Strategy: Lead and execute end-to-end fundraising activities across debt, equity, and hybrid instruments. Secure capital from private equity firms, NBFCs, venture capitalists, banks, and financial institutions. Develop comprehensive financial models, investment pitch decks, and capital plans aligned with business expansion. Investor Relations & Strategic Partnerships: Build and maintain strong relationships with current and potential investors. Manage investor communication, reporting, due diligence, and data room preparation. Drive strategic partnerships and alliances to enhance capital availability and valuation. Strategic Planning & Execution: Collaborate with leadership to define capital requirements, funding timelines, and investment goals. Support M&A initiatives, joint ventures, and special projects with financial feasibility studies and strategic analysis. Monitor and adapt to regulatory and market changes affecting investment strategies. Banking & Financial Institution Liaison: Engage with banks for working capital, project finance, and long-term loans. Negotiate favorable terms and ensure compliance with financial covenants and legal documentation. Coordinate with external advisors, legal, and compliance teams for seamless execution. Qualifications & Experience: Bachelors degree in Finance, Business Administration, Economics, or related fields. MBA/CA/CFA preferred. 10–18 years of relevant experience in fundraising, strategic finance, or investment management. Experience working with or for private equity firms, NBFCs, investment banks, or real estate/infrastructure developers. Strong financial modeling, presentation, and negotiation skills. Demonstrated ability to raise capital and close large-scale investment deals. High level of initiative, ownership, and ability to work in a dynamic startup-like environment. Preferred Industry Background: Real Estate / Infrastructure Hospitality / Resorts / Branded Residences Private Equity / Venture Capital / Investment Banking Share cv at anusha@ridhira.com/ whattsapp cv 7386688223