194 Funds Jobs

As an Associate Analyst/ Analyst in the Independence - Risk Management Services team at EY, your role involves conducting research and executing global Independence processes aligned with EY Global (EYG) policies to safeguard EY's independence. Your responsibilities include monitoring professionals" financial relationships, identifying and reporting potential conflicts of interest with audit clients, and providing support to EY professionals on various Independence-related topics. **Key Responsibilities:** - Develop a working knowledge of Personal Independence concepts such as financial interests, family relations, and business relationships - Execute procedures outlined in EYG Independence ...

• candidate get a leads from company have to convert it in sales. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 6+ months • Age: Between 21 to 38 years *For better reach you can share your CV @ Karan | 7861004785 Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

As a member of the Fund Services, Portfolio, and fund management team at UBS in Mumbai, your primary role will involve developing and managing wealth management products, researching fund managers & investment strategies, and collaborating with multiple stakeholders in the financial markets. You will have the opportunity to: - Support Product & Portfolio Managers and Funds specialists in developing and managing Investment Products - Collaborate with on-shore specialists to enhance pre- and after-sales services for driving sales efforts - Formulate and assess product ideas, observe trends, and propose new products or modifications - Manage Business Risk, Product risk, and control requirements...

We are currently hiring for Private Assets for a Global Bank India, Location Bangalore . It is a British multinational universal bank and financial services holding company. Role - Private Asset Experience - 0 Freshers Qualification -MBA Location - Bangalore Job Type - permanent Role purpose (overall high level summary of the role) To lead and manage Alternate/Private Asset Funds Process Plan. Promote relentless focus on service quality across Private Assets Fund Accounting Operational disciplines Management of operational processes to meet or exceed service level requirements Accountable for continuous process improvement of existing processes and migration of new functions from the Country...

Roles and Responsibility: - Managing the life insurance sales through assigned Bank Branches. - Coordinating between Bank and company from Lead generation to policy conversion. - Follow up with Operations and Training the Lead Generators of Banks. Required Candidate profile Note:- - Any graduate - Need at-least 1 year of sales experience - Age must be 21-38

• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing • Handle the walk-in customer through tie-up Banks. Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 6+ months • Age: Between 21 to 45 years Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

Roles and Responsibility: - Managing the life insurance sales through assigned Bank Branches. - Coordinating between Bank and company from Lead generation to policy conversion. - Follow up with Operations and Training the Lead Generators of Banks. Required Candidate profile Required Candidate profile - Any graduation required - Need at-least 1 year of sales experience - Age must be 21-38

Role & responsibilities : Roles and Responsibilities As a Manager in Audit Service Delivery, you will be responsible for: Audit Delivery & Client Engagement Leading audit engagements through planning, execution, and completion stages, ensuring timely delivery and quality. Managing engagement teams and performing reviews for private client audits. Coordinating with global teams to resolve audit queries and maintain effective client communication. Identifying opportunities to standardize and optimize audit processes across engagements for improved efficiency. Allocating resources effectively and monitoring performance against audit standards. Supporting transition of new engagements and servic...

As a candidate for the position at OneBanc, you will play a crucial role in driving the FinTech revolution of the future. Your responsibilities will include: - Providing strategic direction and vision for the organization, ensuring alignment with its mission, goals, and objectives. - Overseeing financial planning, budgeting, and reporting processes to monitor financial performance and manage resources effectively. - Offering investment advice to clients in accordance with SEBI regulations. - Handling all compliance matters and communications with SEBI. To qualify for this role, you should have: - 5+ years of experience as a Principal Officer in activities related to advice on financial produ...

As a Project Manager - Business Transformation (Investment Banking & Wealth Management) with the client, you will lead end-to-end delivery of complex projects involving digital transformation, regulatory compliance, product enhancements, and technology implementations across wealth and investment domains. You will play a pivotal role in driving operational excellence within a leading financial organization. - Lead cross-functional project teams to deliver strategic initiatives within scope, time, and budget. - Drive the delivery of wealth and investment banking products such as portfolio management systems, trading platforms, advisory tools, and client onboarding solutions. - Collaborate wit...

• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing • Handle the walk-in customer through tie-up Banks. Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 6+ months • Age: Between 21 to 36 years Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

Roles and Responsibility: - Managing the life insurance sales through assigned Bank Branches. - Coordinating between Bank and company from Lead generation to policy conversion. - Follow up with Operations and Training the Lead Generators of Banks. Required Candidate profile Required Candidate profile - Any graduation required - Need at-least 1 year of sales experience - Age must be 21-40

- Managing the life insurance sales through assigned Bank Branches. - Lead will be provide (Lead work) profile. - Regular Visits to The Assigned Branches. - Interaction with Branch Walk-In Customers for Need Identification. Required Candidate profile - Any graduation required - Need at-least 1 year of sales experience - Age must be 21-38

Role Overview: You will be responsible for coordinating and executing day-to-day administrative and corporate secretarial support for the Lux Fund CS & Cosec team (FCS) at IQ-EQ. This includes ensuring compliance with company law and contractual requirements to maintain the good standing of client companies. You will handle various administration processes for complex clients in accordance with IQ-EQ India and IQ-EQ Group policies. Additionally, you will establish and maintain partnerships with Operation teams in Luxembourg and assist in reviewing core processes, complex ad hoc works, and other client requirements as necessary. Key Responsibilities: - Provide corporate secretarial support to...

- 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

You have an exciting opportunity to join the Client Advisor Support team as a Client Advisor Support Analyst within the U.S. Private Bank (USPB) team at J.P. Morgan. Your role will involve supporting Private Bank Advisors and collaborating with the global team to provide comprehensive intelligence throughout the client lifecycle. Your expertise in Asset Classes and JPM's suite of Funds will be crucial in aligning with clients" investment needs. **Key Responsibilities:** - Support Private Bank Advisors and collaborate with the global team within J.P. Morgan Private Bank as a Client Advisor Support Analyst. - Oversee the sales lifecycle, from lead generation to client onboarding and engagement...

Achieving sales target through Assigned leads, which may be self generated or generated by branch,call centers & other sources Meeting prospective customers in the assigned geographic to understand their financial needs & selling insurance solutions

• Handle the walk-in customer through tie-up Banks. • Regular Visits to The Assigned Branches. • To build relationships with existing customer • Meeting assigned targets. • Lead will be provide (Lead work) profile. Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 6+ months • Age: Between 21 to 45 years Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

Achieve sales targets by acquiring new customers and expanding business Recruit, train, and motivate agents/advisors to drive insurance sales Build and maintain strong customer relationships for long-term retention Identify new business opportunities Required Candidate profile Required Candidate profile - Any graduation required - Need at-least 1 year of sales experience - Age must be 21-38

• Handle the walk-in customer through tie-up Banks. • Regular Visits to The Assigned Branches. • To build relationships with existing customer • Meeting assigned targets. • Lead will be provide (Lead work) profile. Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 6+ months • Age: Between 21 to 45 years Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

Job Title: KYC Analyst Corporate (Global KYC) Location: Bangalore (Hybrid) Experience: 2 to 5 Years in Global KYC Shift : Rotational 5 days working !! Job Description: Seeking an experienced KYC Analyst to manage end-to-end KYC for institutional/corporate clients, focusing on client screening, QSS alerts, name screening, and statistical screening. This role supports global banking clients, particularly in the EMEA and US regions. Direct Responsibilities Perform due diligence on Institutional clients across all risks- low, medium and high Exposure on retrieving client documents doing public searches, registries and client websites Interaction with Internal and external clients to explain and ...

Company : Reputed broking firm Locations: Coimbatore, Chennai, Bangalore Qualification: Graduate Experience : 1+ yrs in broking / banking /insurance fields GENERAL ROLE Responsible for promoting Equity products, Currency, Mutual Funds, Insurance, Bonds ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference Explain about the Company, its products, services to existing clients, prospects. Promote investments in Equity products, Currency trading, Mutual Funds, Insurance. Update clients with Research Reports on Equity, new Mutual fund Schemes, Cross Sell to existing clients Keep regular contacts with the clients of the branch through telephone ...

• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing • Handle the walk-in customer through tie-up Banks. Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 6+ months • Age: Between 21 to 39 years Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

• Handle the walk-in customer through tie-up Banks. • Regular Visits to The Assigned Branches. • To build relationships with existing customer • Meeting assigned targets. • Lead will be provide (Lead work) profile. Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 6+ months • Age: Between 21 to 39 years Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

• Handle the walk-in customer through tie-up Banks. • Regular Visits to The Assigned Branches. • To build relationships with existing customer • Meeting assigned targets. • Lead will be provide (Lead work) profile. Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 6+ months • Age: Between 21 to 39 years Perks and benefits - Paid Leave - Incentive - Allowances - Insurance