Job Location: Mumbai (western region (Andheri to Churchgate) Job Profile: Field Sales - Banking channel Job Role and Responsibilities: Administer & manage Private Banking business, Sales, and performance. Identify new potential areas for expansion and accelerating its development. Managing and training the team as well as the distributers Plan, develop and implement business strategies for overall growth of the area allocated & the distributers in that area, with the objective of improving sales and enabling business expansion Understanding the business model & mobilizing sales accordingly. Relationship management and brand building exercises that enhance visibility and goodwill. Planning & executing activities/tie-ups to drive sales through respective channel. Enlarge the scope of existing relationships and penetrate deeper in the channel. Proactively cultivate new business and uncover sales opportunities within the geographic territory. Updating Distributors of financial markets, Mutual Fund product & services. Maintain superior sales support & services for higher market share. Job Requirements: NISM VA Mandatory NISM XXI A Mandatory Graduation is Mandatory. Show more Show less
Entity : Kotak Mahindra Asset Management Company Ltd. Department : PMS Operations. Designation: Mid-Senior Level. Location : Mumbai (Goregaon). Job Role: The ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and Demat holdings. Execution of Funds Settlement of HNI & NRI clients. To process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips. To process different types of requests of the client in the system, like freezing/un freezing and activation of the PMS clients & pass out to distributors. Preparation of reports to be submitted to SEBI on needs basis. Maintaining records and co-ordination with auditors for resolution of audit queries. Providing priority services to clients by maintaining MIS reporting & returns on investments. Job Requirements: MBA/PGDM – Finance. Experience of minimum 3 to 4 years in PMS Operations is mandatory. Must have knowledge of PMS regulation, KYC norms and mutual fund operations. The candidate must have good communication & presentation skills. Self-starter, proactive & target oriented behaviour will be appreciated. NISM Series XXI-A: Portfolio Management Services (PMS) Distributors Certification is mandatory Show more Show less
Company : Kotak Mahindra Asset Management Company Limited Position Title : Associate Department : Marketing Job Location : Mumbai – 12 BKC Job Responsibilities: • Anchor and produce videos on mutual fund products, market trends, investment strategies, and related topics for the brand’s social media channels. • Write insightful and engaging blogs on mutual fund trends, product updates, and other relevant topics. • Create timely content that reflects real-time market conditions and their impact on mutual funds. • Identify and curate regular content from news articles and online PR materials for social media. • Analyze market trends and incorporate insights into both video and blog content. • Collaborate with the internal video editing team to ensure high-quality production and timely video delivery. • Work closely with the product and research teams to curate consistent content. • Analyze capital markets and the economy daily, assessing their impact on mutual funds, to create relevant and timely content. Job Specifications: • Proven experience in video production, including anchoring and content creation for social media platforms. • Solid theoretical understanding of financial markets and mutual funds. • Excellent communication and presentation skills. • Ability to analyze market trends and incorporate insights into content. • Strong organizational skills with the ability to manage multiple projects simultaneously Show more Show less
Job Title: Outbound Contact Center Manager Job Location: CBD Belapur (Once a week visit to BKC) Position Overview: We are seeking an experienced and dynamic Outbound Contact Center Manager to lead our team of customer service representatives. The ideal candidate will have a proven track record of managing mutual funds sales. Job Responsibilities: Develop and implement outbound call center strategies to achieve sales targets and performance goals. Lead, mentor, and coach a team of customer service representatives to deliver high-quality service and achieve individual and team targets. Monitor team performance, conduct regular performance reviews, and provide constructive feedback to improve results. Analyze call center data and reports to identify trends, areas for improvement, and opportunities for growth. Implement and optimize call scripts, workflows, and processes to maximize efficiency and effectiveness. Collaborate with other departments, such as Sales and Marketing, to align outbound campaigns with overall business objectives. Ensure compliance with company policies, procedures, and industry regulations. Manage day-to-day operations of the outbound contact center, including scheduling, staffing, and resource allocation. Drive a culture of continuous improvement, innovation, and customer-centricity within the team. Requirements: Bachelor's degree in Business Administration, Management, or a related field (or equivalent work experience). Experience in managing large Team Strong leadership skills with the ability to motivate and inspire a team to achieve goals. Excellent communication skills, both written and verbal. Ability to analyze data, generate insights, and make data-driven decisions. Knowledge of industry best practices and trends in outbound customer service. A track record of meeting or exceeding sales targets and KPIs. Strong problem-solving skills and the ability to handle challenging situations with professionalism. Show more Show less
Job Role: • Engaging with MFDs (Cat A/B/C) and manage sales. • Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors • Achieve Maximum Market Share for allocated Distributors. • Relationship management and brand building exercises that enhance visibility and goodwill • Understanding the Distribution Business model & mobilizing sales accordingly. • Planning & executing activities/tie-ups to drive sales through respective channel. • Updating Distributors of financial markets, Mutual Fund product & services. • Maintain superior sales support & services for higher market share. • Local candidate will be preferred (Durgapur/Burdwan) Job Requirements: Minimum 2-3 years of experience in Mutual Funds Industry • Proven track record of client value creation • Exemplary communication and client engagement skills Educational qualifications – • Graduate/ Post Graduate • NISM VA Certification compulsory.
Job Title: Manual & Automation Tester – Mutual Fund Domain Location: Mumbai Department: Quality Assurance / Testing Job Role: We are seeking a results-driven Manual & Automation Tester with deep expertise in the Mutual Fund domain. You will be instrumental in ensuring our Mutual Fund platforms deliver flawless performance, regulatory compliance, and an exceptional customer experience. Your blend of business insight and advanced technical testing skills will directly impact the quality, reliability, and scalability of our solutions. Responsibilities Test Strategy & Execution: Develop and execute robust manual test plans and cases targeting the full Mutual Fund lifecycle—including SIPs, lumpsum investments, redemptions, portfolio reconciliation, scheme validations, investor verifications, and compliance checks, Payment gateway, KYC, business validations, verified investors etc. Automation Leadership: Architect, implement, and maintain high-quality automated test scripts using Selenium WebDriver, UFT, Appium, or equivalent tools to maximize test coverage and efficiency. Comprehensive Validation: Rigorously validate front-end, backend, and API components, ensuring seamless data integration, accurate reporting, and end-to-end process integrity. Cross-Functional Collaboration: Partner closely with product managers, business analysts, developers, and RTA teams to translate business requirements into actionable test scenarios and ensure successful transaction postings in RTA systems. Defect Management: Proactively identify, document, and prioritize defects using Jira or similar tools, driving swift resolution and minimizing risk. CI/CD Integration: Embed automated test suites into CI/CD pipelines to support rapid, reliable, and repeatable software releases. And regularly perform regression analysis of the application. Regulatory Compliance: Ensure all QA processes and validations adhere strictly to SEBI guidelines and internal quality standards. Qualifications Bachelor’s degree in Computer Science, Engineering, or related field. At least 3 years’ hands-on experience in QA in mutual fund industry, with a strong record in both manual and automation testing. Advanced proficiency with automation frameworks (Selenium, Cypress, Appium or similar) and scripting languages (Python, Java, or C#). Strong SQL skills for data validation and hands-on experience with API testing tools (Postman, REST Assured). In-depth understanding of mutual fund operations, trade lifecycle, and regulatory requirements. Experience in Agile/Scrum environments and familiarity with DevOps and CI/CD toolchains. Exceptional analytical, troubleshooting, and problem-solving abilities. Excellent communication and interpersonal skills, with a proven ability to collaborate across multidisciplinary teams. Highly detail-oriented, proactive, and adept at managing multiple priorities in a dynamic environment. Preferred Skills Experience with cloud-based testing and deployment (AWS, Azure, or GCP). Exposure to data profiling, lineage tracking, and metadata management solutions. Strong knowledge of mutual fund regulations and compliance frameworks. Prior experience mentoring or leading QA teams.
Job Role Meeting the Clients & developing Trust & relationship. Customer interactive role with Portfolio Management experience. Portfolio/Investment Engineers, who can help in designing portfolios. Advice and suggesting different investment avenues to HNI clients. Acquiring and catering to new HNI clients. Growing the existing AUM book size. Products- Mutual Fund/ PMS/AIF. Job Requirements Knowledge of personal finance (Taxation, Deductions & Benefits) Knowledge of financial products (Fixed Income & Equity products) Updated on Current Affairs Excellent communication skills. Team Player. Result oriented. Open to learn. Should have knowledge of MS Office. Educational Qualifications & Certifications Post-Graduation Compulsory NISM VA Compulsory NISM XXIA (preferred)
Job Role Engaging with distributors (IFA / Banks / ND’s) to garner sales. Manage direct selling to cater to the HNI customers in the area. Leverage on market opportunities and develop new client relationships and accounts Identify & empanel new IFA in the area. Plan, develop and implement business strategies for overall growth of the area allocated & the distributors & bank RM’s in that area, with the objective of improving sales and enabling business expansion Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors Handle branch IR & DS activities with the help of office staff / trainee Relationship management and brand building exercises that enhance visibility and goodwill Job Requirements 3 years of relevant selling experience. Proven track record of client value creation Exemplary communication and client engagement skills Domain knowledge of investments / mutual funds necessary. Educational Qualifications MBA/PGDM – Finance and/or Marketing The candidate must have good communication & presentation skills. The candidate should have experience in Mutual Fund Sales & sound knowledge of Mutual Fund Products. The ideal candidates should have knowledge of Capital Markets & value creation for clients. Self-starter, proactive & target oriented behaviour will be appreciated. AMFI certified – NISM VA
Position Overview: We are seeking a highly skilled and experienced Business Analyst with a strong background in the mutual fund industry and in-depth knowledge of CAMS data. The ideal candidate will possess expertise in SQL and sales query management, playing a critical role in driving data-driven insights and supporting business strategies. Key Responsibilities: • Analyze and interpret CAMS data to provide actionable insights for business decision making. • Develop and manage SQL queries to extract, manipulate, and analyze data from various sources. • Collaborate with sales, marketing, and finance teams to understand data requirements and deliver customized reports. • Identify trends, patterns, and anomalies in sales data to support performance analysis and forecasting. • Create and maintain dashboards and reporting tools to track key performance indicators (KPIs). • Work closely with IT and data engineering teams to ensure data integrity and quality. • Document data processes, methodologies, and insights for future reference. Required Qualifications and Skills: • Bachelor’s degree in business, Finance, Data Science, or a related field. • Minimum of 3-5 years of experience as a Business Analyst in the mutual fund industry. • Strong understanding of CAMS data and mutual fund operations. • Proficiency in SQL and ability to write complex queries for data extraction and analysis. • Experience with sales query management and performance tracking. • Excellent analytical, problem-solving, and communication skills. • Familiarity with data visualization tools such as Power BI or Tableau is a plus. Preferred Qualifications: • Knowledge of data warehousing and ETL processes. • Experience working with large datasets and advanced analytics techniques. • Understanding of regulatory compliance and reporting in the financial services sector
RPA (Robotic Process Automation) Developer Responsibilities: Collaborate with various departments to identify automation opportunities and develop RPA strategies. Monitor and report on the performance of RPA solutions. Ensure compliance with company policies and industry regulations. Carry out software development and support of RPA applications as per the direction of team leaders and Project Managers. Understand Functional Specification Documentation and other related documents. Interact with business users to understand the scope of work. Perform unit and integration testing. Develop and maintain documentation for the work done to ensure effective handovers and knowledge transfers. Adhere to standard and quality practices. Requirements: Experience in RPA tools such as Automation Anywhere, MS SQL, SQL (Oracle) Strong understanding of software development lifecycle, RPA tools and technologies. Ability to work independently and as part of a team. Excellent problem-solving skills and attention to detail. Good communication skills to interact with business users and team members.
Position: District Representative Location : Valsad. Job Role: Engaging with MFDs (Cat A/B/C) and manage sales. Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors Achieve Maximum Market Share for allocated Distributors. Relationship management and brand building exercises that enhance visibility and goodwill Understanding the Distribution Business model & mobilizing sales accordingly. Planning & executing activities/tie-ups to drive sales through respective channel. Updating Distributors of financial markets, Mutual Fund product & services. Maintain superior sales support & services for higher market share. Local candidates from Valsad and nearby locations will be preferred. Job Requirements: Minimum 2-3 years of experience in Mutual Funds Industry Proven track record of client value creation Exemplary communication and client engagement skills Educational qualifications Graduate/ Post Graduate NISM VA Certification compulsory
Designation - Manager- B2B Sales- MFD Channel Experience - 5+ years Location - Mumbai (Preferably western line) Job Role Managing distributors on Western line of Mumbai. Predominantly from Andheri to Churchgate. Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors Work towards increasing Market share across product categories. Updating Distributors on markets, product & services. Engaging with Distributors (Independent Financial Advisors) and manage sales Understanding the business model & mobilizing sales accordingly. Relationship management and brand building exercises that enhance visibility and goodwill. Job Requirements 3-6 years of relevant selling experience. Proven record of client value creation. Experience of IFA/MFD Channel Sales & relationship building for Exemplary communication and client engagement skills Domain knowledge of investments / mutual funds necessary. Educational qualifications Graduation mandatory Preferred additional qualifications MBA NISM VA Mutual Fund Distribution Certification
Designation- Retail Sales Head Experience- 5+ years Location- Indore Job Role Engaging with distributors (IFA / Banks / ND’s) to garner sales. Manage direct selling to cater to the HNI customers in the area. Leverage on market opportunities and develop new client relationships and accounts Identify & empanel new IFA in the area. Plan, develop and implement business strategies for overall growth of the area allocated & the distributors & bank RM’s in that area, with the objective of improving sales and enabling business expansion Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors Handle branch IR & DS activities with the help of office staff / trainee Relationship management and brand building exercises that enhance visibility and goodwill Job Requirements 3 years of relevant selling experience. Proven track record of client value creation Exemplary communication and client engagement skills Domain knowledge of investments / mutual funds necessary. Educational Qualifications MBA/PGDM – Finance and/or Marketing The candidate must have good communication & presentation skills. The candidate should have experience in Mutual Fund Sales & sound knowledge of Mutual Fund Products. The ideal candidates should have knowledge of Capital Markets & value creation for clients. Self-starter, proactive & target oriented behavior will be appreciated. AMFI certified – NISM VA
Job Role: Administer & manage banking business, sales, and performance. Identify new potential areas for expansion and accelerating its development. Managing and training the team as well as the distributers Plan, develop and implement business strategies for overall growth of the area allocated & the distributers in that area, with the objective of improving sales and enabling business expansion Understanding the business model & mobilizing sales accordingly. Relationship management and brand building exercises that enhance visibility and goodwill. Planning & executing activities/tie-ups to drive sales through respective channel. Enlarge the scope of existing relationships and penetrate deeper in the channel. Proactively cultivate new business and uncover sales opportunities within the geographic territory. Updating Distributors of financial markets, Mutual Fund product & services. Maintain superior sales support & services for higher market share. Job Requirement Sales experience of 8 to 10 years in handling bank channel Proven track record of client value creation Exemplary communication and client engagement skills
Job Responsibilities: Engaging with Institutional/ Corporate clients and manage corporate distribution/ sales. Manage direct selling so as to mobilize revenue growth. Leverage on market opportunities and develop new client relationships and accounts. Enlarge the scope of existing client relationships and penetrate deeper into the client’s financial management. Independently engage with the top management/ decision makers of prospective and existing clients. Relationship management and brand building exercises that enhance visibility and goodwill. Job Specifications: 5 years to 6 years of relevant Sales experience. Proven track record of client value creation Exemplary communication and client engagement skills. Excellent in Sales and Negotiation Skills. Post-Graduation in Marketing.
As a Website Content Creator your role will be crucial to building digital trust, explaining complex financial concepts, and driving user engagement with innovative products and services. Key Responsibilities: Content Creation & Storytelling Write, edit, and publish engaging website content: product pages, blogs, help center articles, FAQs, onboarding guides, case studies, newsletters, and dynamic banners. Translate complex financial, technical, or regulatory topics into clear, user-friendly language adaptable for various customer personas (First Users, Existing Customers.). Work closely with designers to pair copy with compelling visuals and charts that clarify fintech concepts. Product & Feature Highlighting Develop conversion-focused copy for new product launches, app features, updates, and campaigns (e.g., explaining digital onboarding, KYC, payment wallets, or investment tools). Maintain up-to-date, compliant, and brand-aligned product information with clear value propositions and how-to guides. SEO Optimization & Discoverability Conduct keyword research and implement on-page SEO best practices—including meta titles, descriptions, headers, and schema where relevant. Regularly review analytics to enhance discoverability, increase organic traffic, and improve rankings for target mutual fund and investment terms. Compliance & Clarity Collaborate with compliance/legal teams to ensure content meets regulatory requirements (e.g., disclaimers, risk statements, terms of use). Create educational content that fosters mutual fund adoption (e.g., tips right investing and other best practices that drives responsible investment behavior etc). User Journey Support Map and address the needs of diverse website users across their journey—onboarding first-timers, providing advanced learning for power users, and creating help articles for troubleshooting. Develop interactive or multimedia content (videos, calculators, infographics) as needed to boost retention and clarity. Collaboration & Stakeholder Management Partner with product managers, designers, marketing, and data teams to align messaging with business goals, product roadmaps, and campaigns. Stay updated on fintech trends, market positioning, and competitor messaging to inform content strategy. Required Skills & Qualifications 2–4+ years’ experience in digital content creation, journalism, or marketing—ideally for fintech, wealth management or mutual funds Excellent writing, editing, and visual communication skills catered to diverse financial literacy levels. Strong grasp of SEO, CMS (STRAPI), and basic HTML. Analytical mindset—comfortable using tools like Google Analytics, Search Console and Looker studio. Ability to blend technical accuracy, persuasive storytelling, and brand voice.
We are seeking a skilled Logic App Developer to join our dynamic team. The ideal candidate will have 3 to 4 years of experience in developing and maintaining Logic Apps, with a strong understanding of cloud-based solutions and integration services. Responsibilities: Design, develop, and maintain Logic Apps to automate workflows and integrate various systems. Collaborate with cross-functional teams to gather requirements and deliver solutions that meet business needs. Troubleshoot and resolve issues related to Logic Apps and integration services. Manage Logic App server and perform performance tuning on the flows. Optimize Logic Apps for performance and scalability. Stay updated with the latest trends and best practices in Logic App development and cloud integration. Take complete ownership of development and manage the development team. Requirements: Bachelor’s degree in computer engineering, Information Technology, or a related field. 3 to 4 years of experience in Logic App development. Proficiency in Azure Logic Apps, Azure Functions, and other cloud-based integration services. Strong understanding of RESTful APIs, JSON, and XML. Experience with version control systems like Git, BitBucket. Experience in Ticket management tools like JIRA. Understand and implement VAPT security patches. Excellent problem-solving skills and attention to detail. Ability to work independently and as part of a team. Strong communication skills A Good Team player.
As a Website Content Creator your role will be crucial to building digital trust, explaining complex financial concepts, and driving user engagement with innovative products and services. Key Responsibilities: Content Creation & Storytelling Write, edit, and publish engaging website content: product pages, blogs, help center articles, FAQs, onboarding guides, case studies, newsletters, and dynamic banners. Translate complex financial, technical, or regulatory topics into clear, user-friendly language adaptable for various customer personas (First Users, Existing Customers.). Work closely with designers to pair copy with compelling visuals and charts that clarify fintech concepts. Product & Feature Highlighting Develop conversion-focused copy for new product launches, app features, updates, and campaigns (e.g., explaining digital onboarding, KYC, payment wallets, or investment tools). Maintain up-to-date, compliant, and brand-aligned product information with clear value propositions and how-to guides. SEO Optimization & Discoverability Conduct keyword research and implement on-page SEO best practicesincluding meta titles, descriptions, headers, and schema where relevant. Regularly review analytics to enhance discoverability, increase organic traffic, and improve rankings for target mutual fund and investment terms. Compliance & Clarity Collaborate with compliance/legal teams to ensure content meets regulatory requirements (e.g., disclaimers, risk statements, terms of use). Create educational content that fosters mutual fund adoption (e.g., tips right investing and other best practices that drives responsible investment behavior etc). User Journey Support Map and address the needs of diverse website users across their journeyonboarding first-timers, providing advanced learning for power users, and creating help articles for troubleshooting. Develop interactive or multimedia content (videos, calculators, infographics) as needed to boost retention and clarity. Collaboration & Stakeholder Management Partner with product managers, designers, marketing, and data teams to align messaging with business goals, product roadmaps, and campaigns. Stay updated on fintech trends, market positioning, and competitor messaging to inform content strategy. Required Skills & Qualifications 24+ years experience in digital content creation, journalism, or marketingideally for fintech, wealth management or mutual funds Excellent writing, editing, and visual communication skills catered to diverse financial literacy levels. Strong grasp of SEO, CMS (STRAPI), and basic HTML. Analytical mindsetcomfortable using tools like Google Analytics, Search Console and Looker studio. Ability to blend technical accuracy, persuasive storytelling, and brand voice. Show more Show less
Entity : Kotak Mahindra Asset Management Co.Ltd Job Location : Ujjain Employment Type: Third- Party Payroll Department : Sales Position : Sales Trainee Job Description Will be responsible for handling IFA, Banks & Corporate Relationships Engaging with Corporate clients and manage corporate distribution/ sales Manage direct selling so as to mobilize revenue growth Leverage on market opportunities and develop new client relationships and accounts Enlarge the scope of existing client relationships and penetrate deeper into the clients financial management Independently engage with the top management/ decision makers of prospective and existing clients Relationship management and brand building exercises that enhance visibility and goodwill Job Requirement Graduate Good Communication skill NISM Certification- V-A module Relevant Experience- 1 to 2 years
Job Overview: We’re looking for a visionary Creative Director to lead and elevate the visual identity of our brand across digital and offline channels. This role involves close collaboration with marketing and digital teams to ensure consistent, compelling, and high-quality creative output that resonates with our audience and supports business goals. Key Responsibilities: Develop intuitive and visually striking creative concepts across marketing touchpoints. Strategize and deliver assets tailored to each stage of the marketing funnel—Attention, Consideration, Purchase, and Loyalty. Maintain and enforce brand guidelines to ensure consistency and excellence. Conduct regular creative reviews to uphold brand standards. Stay updated on industry trends, competitor strategies, and emerging design techniques. Provide art direction for product presentations and visual elements. Translate ideas into impactful visual storytelling using typography, videography, and graphic design. Qualifications & Skills: 4–6 years of experience in digital art direction, preferably in an agency setting. Strong expertise in typography, image editing, illustration, and animation. Proficiency in Adobe Photoshop, Illustrator; animation tool knowledge is a plus. Exceptional attention to detail and a sharp eye for design accuracy and brand alignment. Ability to lead creative projects from concept to execution with a strategic mindset.