289 Mutual Fund Jobs

You will be responsible for generating brokerage primarily by advising clients on their equity portfolio. Developing and maintaining long-term relationships with customers to ensure high retention rates and focus on generating new business will be a key part of your role. It is essential to stay updated with market knowledge to provide clients with accurate information. Adherence to compliance and risk-related activities is crucial. You will also be responsible for keeping clients informed about their orders and cross-selling third-party products such as Mutual Fund, SIP, and PM. This position is available as Full-time, Part-time, Fresher, Internship, or Freelance. The work schedule is Monday to Friday, with the opportunity for performance bonuses. The preferred education level is Higher Secondary (12th Pass), and prior experience in customer service is beneficial. Proficiency in English and Hindi is preferred. The work location is in person.,

This is a full-time on-site B2B Business role with one of the Leading Wealth Advisory firm. You will be responsible for analytical tasks, financial management, team management, customer service, and sales activities on a day-to-day basis. The job location for this role includes Ahmedabad, Surat, and Mumbai. The ideal candidate should have 4 to 9+ years of experience in the relevant field. Key qualifications for this position include analytical skills and finance expertise, team management and customer service abilities, sales experience, and experience in selling Wealth products, Financial products, Mutual Fund, Demat, Insurance, etc. Additionally, strong leadership and organizational skills, excellent communication and interpersonal skills are required. A Master's Degree or Bachelor's degree in Business Administration or a related field is preferred. If you meet the qualifications and are interested in this opportunity, please share your CV to wormhole.ho@gmail.com.,

Urgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Aum size minimum 30 cr Location- Pune/ Mumbai Salary- 15 lpa- 25 lpa Interested Candidate can mail there resume to Gaurav. [HIDDEN TEXT] Show more Show less

Generate appropriate leads for DREBP additionally Rooftop, Captive, Open access Follow up on leads Visiting the clients and Sites Successful closure of leads Advance from successful sales Sign off on sales closure and hand over to Ops team

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

As India's leading financial services and broking company with over 900 investment centers nationwide, Arihant Capital is dedicated to making investments and financial services more understandable and accessible to all. We prioritize customer focus and aim to cultivate an inclusive environment where our employees can excel and make a meaningful impact. You will be responsible for overseeing the entire online sales team to ensure optimal performance. This includes servicing existing retail clients and sub brokers, as well as generating leads through established client relationships. Managing queries, limits, and risk management of online clients will be a key aspect of your role. Additionally, you will play a crucial part in brand promotion to drive sales and cross-selling various products such as equity, depository, mutual fund, IPO, Bonds, currency, commodity, and financial planning services to clients. To excel in this role, you should hold a Graduate/MBA qualification with at least 4-5 years of experience in the broking or finance sector. Previous experience in leading teams in customer-facing roles with a strong focus on achieving results is essential. Your ability to empower and motivate others to deliver exceptional client service and operational performance will be crucial. Demonstrated commitment to ethical, empathetic, and proactive client interactions is highly valued. Candidates with an established client base and proven revenue generation capabilities are preferred. Excellent communication skills in English and Hindi are required, with proficiency in local languages considered advantageous. Additionally, providing or arranging regular product training for staff members is part of the role to ensure continuous development and growth.,

As a candidate for this role, you should possess a good knowledge of investment options available in the mutual fund space across various asset classes such as Debt, Equities, and Hybrid. Your responsibility will include increasing market share and AUM share in the assigned markets by identifying, building, and maintaining relationships with existing and new distributors while achieving the given targets. It is essential to have product and process knowledge to enable NDs to meet clients and successfully sell the company's funds. Effective communication and influencing skills are crucial for engaging with various stakeholders and generating business from NDs. This is a full-time, permanent position with benefits such as cell phone reimbursement, health insurance, and Provident Fund. The work schedule is during the day shift and morning shift, with opportunities for performance bonuses and yearly bonuses. The ideal candidate should have at least 2 years of total work experience in a similar role. The work location for this position is in person, requiring your physical presence to fulfill the responsibilities effectively.,

You should have 2-4 years of team handling experience and knowledge of preparing various calculations files as per the requirement. Worked on special projects and Migration will be an advantage. You should have knowledge of the Mutual fund and Hedge Fund industry, along with prior working experience in BPO/captive on capital markets back-office processes. Experience and expertise in Business Areas such as Middle Office Processing, Expense Reporting, and Fund accounting are essential. Experience in process set-up/migration of work from onshore would be preferred. Your key responsibilities will include the preparation and review of invoice processing received from vendors, ensuring accurate net asset value calculation, and maintaining accurate accounting records for selected clients. Acting as a subject matter expert for the team and completing daily work in compliance with internal controls and procedures necessary to ensure quality products. You will also be responsible for ensuring process initiatives and efficiency gain, reporting and escalating potential issues and breaches to appropriate departments and managers, and developing strong, pro-active, and highly professional working relationships with all internal and external customers. Managing and building a strong team, preparation of MIS, meeting SLAs, ability to work towards creating a positive working environment, working with and assisting other associates in meeting common goals, producing high-quality results, effective time management & organizational skills, and interpersonal skills are integral parts of your role. You should be willing to work in shifts and have flexible work hours as per process requirements. Education required for this role includes a B. Com, M. Com, Postgraduate Degree from a recognized business institute/university, majorly in Accounting or Finance. Professional qualifications like CA, CFA, and CPA will be an added advantage. Skills needed for this position are excellent communication/domain skills, interpersonal skills, advanced experience working with Microsoft Office applications required, especially Excel, and being a good team player. Citi is an equal opportunity and affirmative action employer. Please note that this job falls under the Operations - Transaction Services job family, specifically in the Fund Accounting job family. This is a full-time position.,

Walkin Details: Date : 30th & 31st Aug 2025 Time : 10 am - 5 pm Address: Angel one Ltd,3rd Floor,Shubharambh Complex, Trinity Circle,Head to HDFC Bank,Near Kotak Mahindra Bank office,MG Road,Ashok Nagar, Bangalore,Karnataka,560025 About Angel One : Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. Youll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions every single day. The vibe? Think less hierarchy, more momentum. Everyones got a seat at the table and a shot to build something that lasts. Be part of a team thats moving fast, thinking big, and building for the next billion. Why You'll Love Working at Angel One! Ranked Top 20 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 9 consecutive years. Innovation Runs Deep: From AI to real-time data infra, youll work on tech thats ahead of the curve and solve problems that truly matter. Build Indias #1 Fintech Platform: We’re not just disrupting finance – we’re shaping how the next billion Indians access wealth. Own It. Drive It. Scale It: You’ll have the freedom to lead, the resources to build, and the opportunity to leave your mark. Job Title: DRM Service Location: Bangalore What you will do: 1. Outbound Calling: Initiate outbound calls to potential MFDs/clients to introduce our mutual fund products and services. Utilize lead lists, databases, and other resources to identify and reach out to MFDs. Drive key business parameters:-Need to ensure to achieve minimum business from MFDs (activation, SIP & drive Lumpsum). Onboarding of MFDs/acquisition of KYC. 2. Product Presentation: Present information about our mutual fund products, including their features, benefits, and performance. Explain the various investment options available and help clients understand how they align with their financial goals. 3. Objection Handling: Address any concerns or objections raised by prospects regarding mutual fund investments, fees, risks, etc. Provide accurate and transparent information to alleviate concerns and build trust with MFDs. 5. Relationship Management: Build and maintain strong relationships with MFDs by providing ongoing support, assistance, and personalized advice. Keep MFDs informed about market updates, performance reports, and other relevant information to help them make informed investment decisions. Who You Are Graduate What's in it for You? Flexible work model: Whether you're remote, hybrid, or in-office, we trust you to work where you thrive and deliver with impact. Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team. We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.

Job description Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Driving revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adherence to the Bank's policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)

Planning and overseeing new marketing initiatives. Finding and developing new markets and improving sales. Increasing the value of current customers while attracting new ones. On Roll Profile Required Candidate profile Graduation is required Must have 1 year of experience in any field sales. Good Communication skills Product Knowledge Contact Us : Hiral P | HR Team +91 7861078425

Job Description: Seeking a proactive Senior Sales Executive to drive sales through lead generation, customer visits, and achieving sales targets. Key Responsibilities: Source leads from personal networks to sell products. Contact provided leads, schedule sales visits, and convert leads to sales. Provide ongoing coaching, feedback, and support to boost performance. Analyze market trends, customer needs, and competitors. Meet or exceed business targets as per the goal sheet. Build and maintain strong client relationships. Qualification & Experience: Must completed Graduation compulsory. 1+ years of experience in sales and marketing in any sector. Proven track record of achieving sales targets and managing teams. Leadership skills to drive a team towards business goals. Strong interpersonal and communication skills to build relationships with agents and clients. For more information - Kindly contact us: Ayushi Lad | HR Team +91 84603 77032

As a member of the Transfer Agency team at FIS, you will play a crucial role in supporting Transaction Operations, Processing, and associated functions of mutual funds for various clients. Your responsibilities will include providing telephone support for intermediary back offices and mutual fund clients, processing and quality control of dealer and shareholder transactions, performing daily review and resolution of NSCC reject activity, and handling daily reconciliation activities. Additionally, you will be responsible for reviewing and reporting on daily fund gain/loss activity, providing support for various dealer portals, assisting in maintaining departmental policies and procedures, and handling senior associate level duties and project work as needed. To excel in this role, you should have at least 3 years of experience in Mutual fund and transfer agency processes. You should be willing to work night shifts (5 days a week) in a hybrid model. Strong communication and interpersonal skills are essential, along with a global mindset. Demonstrated accuracy and attention to detail in handling financial and non-financial transactions are key requirements, along with a strong customer focus and problem-solving skills. You should also be proficient in Microsoft Word, Excel, and PowerPoint, have the ability to communicate complicated concepts effectively, and be comfortable working in a Windows-based environment. The position offers opportunities for ongoing learning and development, a collaborative work environment, and a chance to shape the future of fintech at FIS. If you are looking to advance your career in the world of fintech and are ready to contribute to a dynamic and diverse team, we invite you to consider joining us at FIS.,

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-5.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2) Will be responsible for primarily selling Equity based investment products. 3) Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4) Responsible for achieving targets as assigned by the organization on a monthly basis. 5) Provide regular updates to the immediate superior as and when required 6) Grduation 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.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Digital business- Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Managing of 3000 to 5000 customers per dealer. 2) To achieve healthy revenues without compromising on clients profitability. 3) Should focus on overall portfolio growth, client activity ratio and quality of information delivered. 4) Propose investment options based on customer needs by assessing their risk appetite. 5) Support the client decision making with use of technology enabled tools 6) Develop Knowledge of market news, financial trends and current affairs 7) Analyze customer portfolio & give appropriate advice 8) Responsible to ensure all activities are in adherence as per Compliance & Risk. 9) Assist in increasing depth in existing relationships 10) Graduation and nism 8 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.

As an Associate in the Alternative Fund Services Cash Operations (AFS Cash Team), you will play a crucial role in driving impact for Private Equity & Hedge Fund clients through Global Cash Operations. The AFS Cash team is dedicated to providing outsourced fund administration solutions for fund sponsors (General Partners) and institutional investors (Limited Partners) in private equity, real estate assets, and Hedge Fund Administrators. By addressing key back office and middle office tasks, the AFS Cash team enables clients to focus on their core investment activities, maximize returns for investors, and maintain streamlined and efficient business processes. Essentially, the AFS Cash team serves as the cash processing unit for Private Equity and Hedge Fund Services. Your primary responsibility as a Cash Processing Associate will involve managing the processing of daily cash movements associated with AFS Cash activity. This includes accurately processing transactions into business systems, facilitating the booking of all foreign currency trades with JPMorgan's desk, and ensuring the settlement of all outgoing wire transactions by the receiving institutions. Additionally, you will be tasked with ensuring proper funding for all transactions and sweeping excess balances into overnight deposits as necessary. As the frontline manager for the team, you will actively engage in servicing tier 1 clients, oversee team performance, and approve and finalize all cash transactions. Balancing daily workflow, identifying and mitigating potential risks, and maintaining an efficient control environment and procedures will also fall under your purview. To excel in this role, you are required to have a good understanding of capital markets, accounting principles, and cash management. Familiarity with traditional and non-traditional financial products such as Private Equity, Hedge Fund, and Mutual Fund is essential. A minimum of 9 years of relevant experience coupled with a Graduation/Post-Graduation degree or diploma and proficiency in computer applications is necessary. Previous experience in a supervisory or management role for at least 3 years is considered a plus. Preferred qualifications for this role include the ability to lead a team effectively, collaborate with multiple stakeholders, and solve complex problems. You should possess strong initiative, multitasking skills, adaptability to change, and a commitment to delivering superior client service under pressure. Being innovative, enthusiastic, detail-oriented, and dedicated to accuracy are key attributes for success in this position. Excellent interpersonal and organizational skills, coupled with a drive for quality, will be instrumental in your role as a team player with a professional, proactive, and positive approach to work.,

The role holder will be responsible for handling Regulatory Compliance in respect of third-party products (insurance, mutual fund etc.) distribution business of the Bank. Handling Regulatory Compliance for the Bank covering various regulations of SEBI, IRDA, AMFI etc. Handling Compliance with above mentioned regulations pertaining to Mutual Fund & Insurance Distribution Business of the Bank. Circulating action points arising out of regulatory circulars/notifications/communications and pro-active follow up with the stakeholders ensuring timely implementation of the same. Reviewing existing and new processes and handling correspondences with the regulators on Compliance related matters. Handling Onsite Regulatory Inspections of SEBI, IRDA. Providing clarifications on queries raised by stakeholders within the Bank and from Group entities on Compliance related matters. Drafting and vetting of various submissions to be made to the ACB/Board. Submission of various regulatory reports from time to time. Need to interaction with various regulatory authorities viz. SEBI, IRDA. Need to interact with the middle management and senior management of the Bank.,

Lead and manage a team of sales executives. Set and track sales targets. Train, mentor, and support team members. Drive customer engagement and satisfaction. Exp:1 to 5 years in Field Sales and Marketing In any Sector Required Candidate profile Must Be a Local Candidate. Bachelor's Degree Is Mandatory. Good Communication Skills. Exp:1 to 5 years in Field Sales and Marketing In any Sector Contact uS : Hiral | HR Team Phone/wp: +91 78610 78425

* To up sell products to Retail/HNI Clients as per the assigned database, generation of fresh leads *Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls *Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling *Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships *Profiling customers and provide financial products to meet customer needs * Ensuring the highest levels of service to the client /HNI customers *Providing Investment planning and advice *Achieving sales and revenue targets spread across product mix * One point contact for the assigned customer .

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

The role requires you to manage Regulatory Compliance for the Bank's third-party products distribution business, such as insurance and mutual funds. Your responsibilities include ensuring compliance with regulations from SEBI, IRDA, AMFI, and handling regulatory inspections. You will be responsible for reviewing processes, communicating regulatory updates, and providing clarifications to stakeholders. Additionally, you will draft submissions to the ACB/Board and submit regulatory reports as needed. Interacting with regulatory authorities and the Bank's management is a key aspect of this role.,

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Commodity Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for generating brokerage primarily through Currency & Commodity Trading 2) Should have basic knowledge about Commodity & Currency Segment. 3) Develop and maintain a long-term relationship with customers to generate brokerage 4) Required to be constantly updated with the domestic markets. 5) Responsible for achieving targets set by the organization from time to time. 6) Grduation and commodity certificate is mandaory 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.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: 1 ) Order Punching on behalf of client 2) New client acquisition 3) Cross selling of third party investment products. 4) Revenue generation 4) Graduation and nism 8 certificate is mandatory Kindly reply with an updated CV a t apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.