900 Mutual Fund Jobs

As an Equity Sales Specialist at Plutus Fintech Pvt. Ltd., your role will involve analyzing market trends, facilitating equity transactions, and providing clients with in-depth financial advice. You will be responsible for equity sales, trading, and managing client relationships. Additionally, you will be expected to develop and execute sales strategies to meet revenue targets and enhance client portfolios. Key Responsibilities: - Analyzing market trends and identifying investment opportunities - Facilitating equity transactions and managing client relationships - Providing clients with in-depth financial advice - Developing and executing sales strategies to meet revenue targets - Enhancing ...

Back Office Executive cum Tele Caller :- Perform data entry, record maintenance, and documentation work Prepare daily reports, update MIS, and manage internal databases Process customer forms, applications, and verify details for accuracy Maintain files, update spreadsheets, and ensure proper record keeping Coordinate with internal departments for smooth workflow and timely task completion Provide administrative support to management and assist in back-end operations Manage emails, follow-ups, and routine office correspondence

Communicating intra-day trading calls and investing ideas to customers. Monitoring day to day operations at Branch. Maintaining regular relations with clients. Individually operate NSE / BSE terminals.To trade for the clients, keeping them informed about rates , research information , and market outlook , order & trade details and confirmations. Identify and develop new streams for equity revenue growth and maintaining cordial relationship with existing clients. Client Acquisition,

Dear Candidate, On the SPOT Offer Retail Branch Banking – Leading Small Finance Bank Location: Chennai, Bangalore & Hyderabad CTC up to 6L 1. Job Description : Deputy Manager – Liability products Acquire and manage liability relationships, including savings, current accounts, and term deposits. Drive CASA growth through client engagement, onboarding, and portfolio deepening. Cross-sell banking products to enhance customer value and increase wallet share. Ensure compliance, service excellence, and achievement of monthly business targets. 2. Job Description : Deputy Manager – Corporate Salary Responsible for acquiring and managing corporate salary accounts by engaging with key corporate stakeh...

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campai...

Dear Aspirants, Greetings from Geojit Financial Services Ltd, Job Description Designation: Financial Consultant (Executive/ Senior Executive/ Assistant Manager/ Manager) Job title - Functional Designation: Sales Department: Branch Reporting to Head: Branch Head Employment Type: Probation -> Permanent Education: Minimum Graduation Experience: Minimum 1 to 5 yrs. Essential Duties and Responsibilities: GENERAL ROLE Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS, Bonds etc. ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & ...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Position: Equity Dealer Experience: minimum 1 year Qualification: graduation with NISM8 certification. Age: max 31 years CTC : 18k to 25k per month(can pay upto 30k depending on experience and skills) GENERAL ROLE The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. Prime Responsibility Revenue generation from dealing & Other Product & Services ESSENTIAL DUTIES & RESPONSIBILITIES Execute the orders on behalf of clients and operating stock trading terminals. 2. Confirmations of trade done by EOD. 3. Update Client about their Position. 4. Solvin...

As a Wealth Manager at our Ahmedabad - HO location, your role involves building and maintaining strong relationships with high-net-worth clients to understand their financial goals and objectives. You will provide personalized financial advice and tailored solutions, develop comprehensive wealth management strategies, and conduct regular portfolio reviews. Your responsibilities include: - Providing personalized financial advice and solutions tailored to clients" needs. - Developing comprehensive wealth management strategies. - Conducting regular portfolio reviews and adjusting strategies based on market conditions and client needs. - Staying informed about market trends, economic conditions,...

Hi, We have an excellent Opening in Leading Bank for the following role. (Exclusively for women candidates) HNI Relationship Manager (Products CASA , Mutual Fund, FD & Insurance TPP) NRI Relationship Manager Wealth Relationship Manager Grade: Manager / Senior Manager / AVP location: Across Hyderabad Responsibilities for Relationship Manager •Primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High-Net-Worth relationships. Profiling Customers and provide financial products to meet customer needs Sales t...

As a candidate with 5-11 years of experience in Fund accounting, you should have worked on N-PORT / NMFP / NCEN filing, SEC Regulatory Reporting, Financial Reporting profile, and be responsible for preparation and presentation of various financial statements as per IFRS, US GAAP, Lux GAAP, and Irish GAAP. Additionally, you should have 2-4 years of team handling experience, knowledge of preparing various calculations files, and worked on special projects and Migration, which will be an advantage. Knowledge of the Mutual fund and Hedge Fund industry is essential, along with prior working experience in BPO/captive on capital markets back-office processes. Experience and expertise in Business Ar...

About Axis Virtual Centre: Axis Virtual Centre engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience About the Role: Virtual Relationship Managers act as the single point of contact for customer's banking requirements are responsible for the cross selling (assets) business of the bank by ...

You will be a part of the Regional Fund-raising Team at Vivriti AMC, a subsidiary of Vivriti Capital. Your role will involve maximising institutional, DFI, and family office coverage, onboarding corporate treasuries, family offices, and Distributors through effective selling strategies, maintaining communication on market updates to investors and partners, providing on-ground market intelligence reports, and reporting to the Regional Head. **Key Responsibilities:** - Maximise institutional, DFI, and family office coverage - Onboard corporate treasuries, family offices, and Distributors through effective selling strategies - Maintain effective communication on market updates to investors and ...

Role Overview: As the Chief Risk Officer (CRO) at Lakshya AMC, you will be responsible for leading the organization's risk management strategy to ensure robust governance and regulatory compliance. You will play a crucial role in safeguarding the firm's operations, reputation, and assets by establishing and overseeing a comprehensive risk management framework. This role reports directly to the CEO and the Board of Directors, and it is independent from the investment function. Key Responsibilities: - Implement and maintain an enterprise-wide risk management framework aligned with regulatory standards and industry best practices. - Review and define the specific risk management responsibilitie...

As a Mutual Fund Product Manager, you will lead the end-to-end lifecycle of mutual fund products including ideation, design, regulatory approvals, launch, and performance tracking. Your responsibilities will involve conducting in-depth market research, competitor benchmarking, and investor behavior analysis to identify product gaps and innovation opportunities. It will be essential for you to ensure alignment of products with the investment philosophy, regulatory requirements, and investor suitability norms. Key Responsibilities: - Develop and execute the overall sales strategy to achieve AUM targets across retail, HNI, institutional, and digital channels. - Build and nurture strong relation...

Responsibilities Oversee the KYC process and ensure compliance with regulatory requirements Ensure all clients are on-boarded within the on-boarding timelines agreed Manage and lead a team of 2-3 members Develop, and implement KYC policies and procedures and conduct regular audits of KYC process and Documentation Verification of Account opening forms and supporting documents (Non-Individuals) Uploading UCC/DP details to Exchange(s)/ Depository ((Non-Individuals) Verify and Approve the closure requests and Account modifications Opening of Broker's Demat Account and Trading Account (Proprietary Account) Process knowledge and verification of Transfer cum closure in DPs Uploading Client details ...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with NRI clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, etc) 4) Graduation and nism 8 certificate is mandatory. Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681

Overview: As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations. You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing. Your role is crucial in maintaining efficiency, accuracy, and regulatory adherence in mutual fund operations. Key Responsibilities: Client Onboarding: Facilitate end-to-end client onboarding, ensuring smooth account setup and documentation completion. Maintain accurate records of client onboarding processes for audit and compliance purposes. Trade Process...

Overview: As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations. You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing. Your role is crucial in maintaining efficiency, accuracy, and regulatory adherence in mutual fund operations. Key Responsibilities: Client Onboarding: Facilitate end-to-end client onboarding, ensuring smooth account setup and documentation completion. Maintain accurate records of client onboarding processes for audit and compliance purposes. Trade Process...

JD Format Job Title AVC:Virtual RM - NRI Grade AM/DM/MGR Department Axis Virtual Centre No. of Positions 1 Location Axis Bank Mumbai : CO No. of Direct Reports NA Job Description Key Responsibility: Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them Provide premium customer service delivery to their mapped NRI portfolio. Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services Responsible for up selling, cross- selling, providing regular market information and updates to the customers Manage the NRI portfolio through client outreach and continuous monitoring of client relatio...

Designation : Relationship Manager (RM/SRM/ERM) Channel : Bancassurance Industry : Life Insurance Job Location : Payyanur, Taliparamba, Thalassery, Thrissur, Irinjalakuda, Mundathicode, Chelakkara, Wadakkanchery, Tirur. Role & responsibilities 1. Building a good rapport with the bank staffs, generating leads & cross selling LI products to the customers. 2. Handling assigned bank branches Preferred candidate profile 1. A graduate with minimum 1 yr of Sales experience in Banking/Insurance/BFSI/Broking/NBFC industry. 2. Immediate joiners or candidates with lesser notice period are considered. CTC Annual - Max up to 4 L + TA + Incentives. Interested candidates can apply by sending the updated re...

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 & Certifica...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Overview : As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations. You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing. Your role is crucial in maintaining efficiency, accuracy, and regulatory adherence in mutual fund operations. Key Responsibilities: Client Onboarding : Facilitate end-to-end client onboarding, ensuring smooth account setup and documentation completion. Maintain accurate records of client onboarding processes for audit and compliance purposes. Trade Proce...

Overview: As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations. You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing. Your role is crucial in maintaining efficiency, accuracy, and regulatory adherence in mutual fund operations. Key Responsibilities: Client Onboarding: Facilitate end-to-end client onboarding, ensuring smooth account setup and documentation completion. Maintain accurate records of client onboarding processes for audit and compliance purposes. Trade Process...