Mutual Fund Advisor B.S. Sponge Pvt. Ltd.

5.0 - 9.0 years

0 Lacs

raipur

On-site

Role Overview: As a mutual fund manager, your primary responsibility will be to conduct extensive research and analysis of various investment options. You will carefully assess market trends, economic indicators, and company financials to identify potential investment opportunities. By staying updated on market conditions, you will ensure that the fund performs as per its objectives and delivers the desired outcomes. Additionally, you will be responsible for portfolio management by building and managing a well-diversified portfolio on behalf of investors. This will involve selecting a mix of stocks, bonds, and other securities aligned with the fund's investment objectives to reduce risk and ...

Posted 1 month ago

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Head of Marketing Oaklanecapital

20.0 - 22.0 years

0 Lacs

pune, maharashtra, india

On-site

As Head Marketing, you will shape how Oaklane Capital is perceived by the investing public. This is not a conventional marketing role. You will lead a compliance-aligned brand strategy that balances clarity, credibility, and long-term trust with zero tolerance for product glamour or short-term hype. You will craft campaigns that elevate investor understanding, not just drive inflows rooted in the values of simplicity, compounding, and informed decisions. Key Responsibilities Marketing Strategy & Brand Positioning Content & Client Communication Investor Education & Value Messaging Digital Marketing & Performance Analytics Cross-functional & Partner Collaboration Client-Centric Marketing Frame...

Posted 2 months ago

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Sr Analyst Mutual Funds INDmoney

4.0 - 8.0 years

0 Lacs

haryana

On-site

As a Senior Analyst Mutual Funds at INDmoney, you will be responsible for conducting in-depth research and analysis on Indian mutual funds, including their performance, risk factors, and investment strategies. Your role will involve evaluating fund managers, investment styles, and portfolio holdings to generate actionable insights. Additionally, you will monitor market trends, regulatory updates, and macroeconomic factors that impact mutual funds. Your responsibilities will also include creating high-quality content such as articles, blogs, reports, and videos for the INDmoney platform. Engaging with the community through webinars, podcasts, and investor education initiatives is another cruc...

Posted 2 months ago

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Certified Financial Advisor / Relationship Manager BTW Visa Services India Pvt Ltd

0.0 - 4.0 years

0 Lacs

maharashtra

On-site

The job involves conducting risk profiling and goal-based planning for clients, recommending mutual fund portfolios, executing transactions, and reviewing them periodically. You will be responsible for maintaining client records, ensuring KYC compliance, and following up on schedules. Your key objectives will include achieving growth in Assets Under Management (AUM), meeting SIP targets, and retention metrics. Additionally, you will be expected to conduct investor education webinars and seminars. This is a full-time position suitable for freshers. The work location is in person. To apply, visit btwgroup.co/careers. If you have any queries or need more information, you can speak with the empl...

Posted 3 months ago

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Investor Education Partnerships Coordinator Finlabs India Pvt Ltd

12.0 - 16.0 years

0 Lacs

maharashtra

On-site

About Finlabs Finlabs is a dynamic fintech solutions company that is revolutionizing the way individuals interact with wealth management, financial literacy, and learning. The company offers innovative products such as FinAware (Investor Awareness Programs), Finexa (wealth management), and LearnGenie (digital learning), collaborating with AMCs, banks, BFSI players, and corporates to provide scalable, compliant, and engaging solutions. The work culture at Finlabs embodies a startup ethos: characterized by a flat hierarchy, rapid decision-making processes, and an absence of bureaucratic hurdles. The team comprises young, motivated, and collaborative individuals dedicated to addressing real-wor...

Posted 3 months ago

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