Job Title: Fixed Income Dealer Location: Ahmedabad, India Reporting To: Chief Investment Officer (CIO) Company: Lakshya Asset Management Company (In-principle SEBI-approved Mutual Fund) Role Overview The Fixed Income Dealer will be responsible for executing trades across debt instruments, managing liquidity, and supporting the fixed income investment team in achieving optimal execution and pricing. The role requires strong market awareness, regulatory understanding, and execution discipline. Key Responsibilities Trade Execution & Market Monitoring Execute trades in government securities, corporate bonds, money market instruments, and other fixed income products as per CIOs directives. Monitor market conditions, interest rate movements, and liquidity trends to identify trading opportunities and risks. Maintain real-time awareness of RBI operations, yield curve shifts, and macroeconomic developments. Counterparty & Broker Engagement Build and maintain strong relationships with primary dealers, banks, brokers, and other market participants. Negotiate pricing and ensure best execution practices in line with internal policies and SEBI guidelines. Cash & Liquidity Management Manage daily cash positions and ensure timely deployment of surplus funds. Coordinate with fund managers and operations for settlement and reconciliation. Compliance & Reporting Ensure all trades are executed within regulatory and internal risk limits. Maintain accurate trade records and assist in audit and compliance reporting. Collaborate with back-office and compliance teams for smooth settlement and documentation. Technology & Process Enhancement Leverage trading platforms and analytics tools to improve execution efficiency. Contribute to automation and digitization initiatives within the dealing function. Qualifications & Experience 3-7 years of experience in fixed income dealing, preferably in a mutual fund, bank treasury, or institutional asset management environment. Strong understanding of debt markets, SEBI regulations, and RBI monetary operations. Proficiency in Bloomberg, Refinitiv, and electronic trading platforms. Bachelors degree in Finance, Economics, or related field; NISM certifications preferred. What We Offer A front-line role in shaping a new-age mutual funds fixed income execution strategy. Exposure to a dynamic investment environment with a high degree of autonomy. Competitive compensation and performance-linked incentives.
Job Title: Chief Investment Officer - Fixed Income Location: Ahmedabad, India Reporting To: Chief Executive Officer (CEO) Company: Lakshya Asset Management Company (In-principle SEBI-approved Mutual Fund) Role Overview The CIO - Fixed Income will be responsible for leading the fixed income investment strategy, portfolio construction, and risk management across all debt-oriented schemes. This is a senior leadership role that demands deep market insight, regulatory fluency, and a disciplined investment philosophy. Key Responsibilities Investment Strategy & Portfolio Management Develop and execute fixed income investment strategies aligned with scheme objectives and market outlook. Manage portfolios across government securities, corporate bonds, money market instruments, and other debt products. Monitor macroeconomic indicators, interest rate trends, and credit markets to identify opportunities and risks. Risk Management & Compliance Ensure adherence to SEBI regulations, internal risk frameworks, and the funds investment mandate. Oversee credit evaluation, duration management, and liquidity risk across portfolios. Collaborate with the Chief Risk Officer and Compliance Officer to maintain robust governance. Team Leadership & Oversight Lead and mentor a team of fixed income fund managers and analysts. Foster a culture of performance, accountability, and ethical conduct. Stakeholder Engagement Present investment views and performance updates to the CEO, Board, and key stakeholders. Represent the firm in investor forums, media interactions, and regulatory discussions as needed. Operational Excellence Ensure seamless integration of front, mid, and back-office functions for fixed income operations. Drive adoption of investment systems and analytics tools to enhance decision-making and reporting. Qualifications & Experience 10-15 years of experience in fixed income portfolio management, preferably in mutual funds, Banks, PD, Fixed Income broker or corporate treasury. Strong understanding of SEBI regulations, G-Sec market, money market and bond market. Educational background in Finance, Economics, or related fields; CFA, CA, or MBA preferred. Excellent leadership, communication, and stakeholder management skills. What We Offer A leadership role in shaping a new-age mutual fund platform. Opportunity to build a high-performing fixed income franchise from the ground up. Competitive compensation and long-term wealth creation potential.
Job Title: Chief Technology Officer (CTO) Location: Ahmedabad, India Reporting To: Chief Executive Officer (CEO) Company: Lakshya Asset Management Company (In-principle SEBI-approved Mutual Fund) Role Overview We are seeking a visionary and execution-focused Chief Technology Officer (CTO) to lead our technology strategy and infrastructure. As a founding member of the leadership team, the CTO will architect and implement scalable, secure, and compliant technology systems to support mutual fund operations, digital distribution & marketing, investor servicing, and regulatory reporting. Key Responsibilities Technology Strategy & Leadership Define and execute the companys technology roadmap in alignment with business goals and SEBI regulations. Lead digital transformation initiatives, including investor onboarding, KYC, transaction processing, and portfolio reporting. Platform Development & Infrastructure Oversee the development of platform by integrating third party fund accounting, registrar & transfer agent (RTA) integration, digital distribution platforms, trade execution and many other such platforms. Ensure robust cybersecurity, data privacy, and disaster recovery protocols. Regulatory & Compliance Alignment Collaborate with compliance and legal teams to ensure all tech systems meet SEBI and AMFI standards. Implement audit trails, data retention, and reporting mechanisms as per regulatory norms. Team Building & Vendor Management Build and lead a high-performing in-house tech team and manage external technology partners. Evaluate and onboard fintech vendors, cloud service providers, and cybersecurity consultants. Innovation & Investor Experience Drive innovation in investor engagement through mobile apps, AI-driven insights, and personalized dashboards. Leverage analytics and automation to enhance operational efficiency and customer satisfaction. Qualifications & Experience 10+ years of experience in technology leadership roles, preferably in financial services, fintech, or mutual fund operations. Proven track record of building scalable platforms in regulated environments. Strong understanding of SEBI regulations, mutual fund operations, and digital distribution models. Expertise in cloud architecture, cybersecurity, APIs, and data analytics. Bachelors degree in Computer Science, Engineering, or related field; MBA or equivalent is a plus. What We Offer A pivotal leadership role in shaping a new-age mutual fund platform. Opportunity to work with a visionary leadership team and contribute to financial inclusion. Competitive compensation and equity participation.
Job Title: Fixed Income Dealer Location: Ahmedabad, India Reporting To: Chief Investment Officer (CIO) Company: Lakshya Asset Management Company (In-principle SEBI-approved Mutual Fund) Role Overview The Fixed Income Dealer will be responsible for executing trades across debt instruments, managing liquidity, and supporting the fixed income investment team in achieving optimal execution and pricing. The role requires strong market awareness, regulatory understanding, and execution discipline. Key Responsibilities Trade Execution & Market Monitoring Execute trades in government securities, corporate bonds, money market instruments, and other fixed income products as per CIOs directives. Monitor market conditions, interest rate movements, and liquidity trends to identify trading opportunities and risks. Maintain real-time awareness of RBI operations, yield curve shifts, and macroeconomic developments. Counterparty & Broker Engagement Build and maintain strong relationships with primary dealers, banks, brokers, and other market participants. Negotiate pricing and ensure best execution practices in line with internal policies and SEBI guidelines. Cash & Liquidity Management Manage daily cash positions and ensure timely deployment of surplus funds. Coordinate with fund managers and operations for settlement and reconciliation. Compliance & Reporting Ensure all trades are executed within regulatory and internal risk limits. Maintain accurate trade records and assist in audit and compliance reporting. Collaborate with back-office and compliance teams for smooth settlement and documentation. Technology & Process Enhancement Leverage trading platforms and analytics tools to improve execution efficiency. Contribute to automation and digitization initiatives within the dealing function. Qualifications & Experience 3-7 years of experience in fixed income dealing, preferably in a mutual fund, bank treasury, or institutional asset management environment. Strong understanding of debt markets, SEBI regulations, and RBI monetary operations. Proficiency in Bloomberg, Refinitiv, and electronic trading platforms. Bachelors degree in Finance, Economics, or related field; NISM certifications preferred. What We Offer A front-line role in shaping a new-age mutual funds fixed income execution strategy. Exposure to a dynamic investment environment with a high degree of autonomy. Competitive compensation and performance-linked incentives.
Job Title: Compliance Officer Location: Ahmedabad Employment Type: Full-Time Company : Lakshya Asset MAnagement Pvt Ltd. About the Role: We are seeking a detail-oriented and proactive Compliance Officer to join our Asset Management Company. The candidate will be responsible for ensuring adherence to all regulatory requirements laid down by SEBI, AMFI, and other relevant authorities, while also supporting internal policies, controls, and risk management frameworks. Key Responsibilities: Regulatory Compliance: Ensure ongoing compliance with SEBI (Mutual Fund) Regulations , AMFI Guidelines, and circulars. Monitor and interpret changes in relevant laws, regulations, and guidelines applicable to asset management. File mandatory regulatory reports with SEBI, AMFI, and other authorities within stipulated timelines. Fund & Operational Oversight: Monitor day-to-day AMC activities to ensure they align with compliance policies. Review product documents (SID, KIM, Fact Sheets) for regulatory adherence before launch or update. Oversee compliance processes related to fund accounting, NAV disclosure, and investor servicing. Internal Controls & Risk Management: Develop, implement, and continuously improve compliance frameworks, SOPs, and internal controls. Conduct periodic compliance audits and risk assessments across departments. Investigate potential compliance violations and recommend corrective actions. Training & Awareness: Conduct compliance awareness sessions for employees and key stakeholders. Support the team in understanding new regulatory developments and their impact. Stakeholder Coordination: Liaise with SEBI, AMFI, auditors, and internal teams for inspections, queries, and audits. Maintain updated compliance records, correspondence, and documentation. Qualifications & Experience: Bachelors or Masters degree in Law, Finance, Commerce , or related field. 5-15 years of experience in a compliance role within an AMC, mutual fund, or related financial services sector. Strong knowledge of SEBI Mutual Fund Regulations, AMFI Guidelines, and regulatory frameworks. NISM certification preferred. Skills & Attributes: Attention to detail with excellent analytical and problem-solving skills. Strong verbal and written communication. High ethical standards, integrity, and ability to handle confidential matters.
Job Title: Manager Investor Services Location : Ahmedabad Company : Lakshya Asset Management Pvt Ltd Role Overview The Manager – Investor Services will be responsible for leading the Investor Services function, ensuring smooth operations of client servicing, managing investor queries, enhancing customer experience, and ensuring regulatory compliance. This role involves strategic planning, process improvement, team leadership, and close collaboration with operations, sales, and compliance teams. Key Responsibilities Investor Servicing & Support • Act as the first point of contact for investors and distributors for service-related matters. • Manage end-to-end query resolution through calls, emails, and walk-ins. • Handle requests related to account statements, portfolio updates, bank mandate changes, nominee updates, and other investor service requests. • Track service tickets to ensure timely closure within agreed turnaround times (TATs). • Manage escalations promptly and professionally to maintain investor confidence. Transaction Processing & Operations • Oversee accurate processing of purchase, redemption, switch and STP transactions. • Coordinate with RTA for daily transaction files, validation, and exception handling. • Ensure timely reconciliation of transaction mismatches and error corrections. • Support folio creation, KYC checks (basic level), and transaction data maintenance. • Maintain proper audit trails and documentation of all investor requests and processed transactions. RTA & Third-Party Coordination • Liaise with Registrar & Transfer Agent (RTA) for day-to-day transaction updates and issue resolution. • Monitor RTA’s service performance and follow up on pending cases. • Coordinate with distributors and channel partners for investor servicing support. Reporting & MIS • Prepare daily, weekly, and monthly MIS reports on investor queries, transactions, and service turnaround times. • Track service levels against defined benchmarks and share insights with senior management. • Maintain dashboards for investor service volumes and trends. Technology & Tools • Use transaction and servicing platforms effectively for execution and reporting. • Support implementation of automation and digital tools to improve investor convenience. • Promote adoption of online transaction platforms among distributors and investors. Process Improvement & Support • Identify common service gaps and propose solutions to improve operational efficiency. • Assist in preparing FAQs, service SOPs, and communication templates for investors and distributors. • Ensure consistent application of processes across all service touchpoints. Team & Cross-Functional Support • Provide guidance and training to junior staff on handling queries and processing requests. • Work closely with sales teams to resolve distributor concerns. • Support finance and operations teams with data and reconciliations as required. Qualifications & Experience • Graduate/Postgraduate in Finance, Commerce, or Business Administration. • 5–10 years of experience in Investor Services/Client Servicing within AMC, Mutual Fund, or Financial Services. • Strong knowledge of mutual fund operations and transaction processing. • Experience in handling investors, distributors, and RTA coordination. • Proficiency in MS Excel, MIS reporting, and familiarity with transaction systems. Key Skills Required • Strong customer service orientation with excellent communication skills. • Detail-oriented with the ability to process high volumes of transactions accurately. • Hands-on approach to query resolution and problem-solving. • Ability to work under pressure and manage multiple priorities. • Team player with strong coordination skills across departments.