290 Mutual Fund Jobs - Page 3

The role requires you to handle Regulatory Compliance for the Bank's third-party products distribution business, including insurance and mutual funds. You will be responsible for ensuring compliance with regulations set by SEBI, IRDA, AMFI, and other regulatory bodies. Your core responsibilities will include overseeing compliance with regulations related to Mutual Fund & Insurance Distribution Business, disseminating action points from regulatory circulars, and ensuring timely implementation. You will review and update processes, manage correspondences with regulators, and facilitate Onsite Regulatory Inspections by SEBI and IRDA. Additionally, you will provide clarifications on compliance queries, draft submissions for ACB/Board, and submit regulatory reports as required. The role also involves interacting with regulatory authorities such as SEBI and IRDA, as well as collaborating with middle and senior management within the Bank. Overall, the position entails a strategic focus on Regulatory Compliance and proactive engagement with stakeholders to uphold the Bank's compliance standards effectively.,

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 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, SIP etc) Skills:- 1. Minimum Graduation 2.Should have a sound understanding / knowledge of capital markets. 3.Should be result-oriented, self-starter, proactive, good communication skills. 4.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV at apex.tithee@gmail.com if you are interested in the mentioned Job Role, you can call also on 7991538421

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 job involves direct customer service and sales to existing Max Life Insurance customers through relationship building. Customer leads will be provided by the company. The key responsibilities include driving revenue through cross-sell and up-sell opportunities, focusing on lead to conversion ratio, exceeding revenue and collection targets, conducting competition analysis, fixing self-appointments daily from the customer database, timely resolution of service requests, driving renewal collection, ensuring customer retention, establishing and strengthening relationships with customers, and providing financial planning assistance based on customer financial goals. Success in this role will be measured by adherence to TAT for updating systems, achieving cross-sell and up-sell business goals, resolving complaints and ensuring customer satisfaction, meeting retention targets, conducting more than 45 unique customer meetings per month, maintaining over 90% attendance, and scoring above 80% in functional trainings. The desired qualifications and experience for this position include being a graduate with 1-3 years of sales experience in Insurance, Mutual Fund, CASA, Investments, Loans, or Real Estate. A minimum of 6 months exposure to Life Insurance is required. The age bracket for candidates is 25-32 years, and owning conveyance is a must. The ideal candidate will possess knowledge, skills, and abilities such as process and result orientation, customer centricity, relationship building, basic computer knowledge, and good communication skills in English and a regional language. Max Life Insurance is committed to being an Equal Opportunity Employer that promotes inclusion and diversity in the workplace. If you are looking to join a company that values caring, collaboration, customer obsession, growth mindset, and people leadership, this role may be a great fit for you. For more information, please visit Max Life Insurance's website at www.maxlifeinsurance.com.,

The ideal candidate should possess experience in mutual fund/insurance operation work along with basic computer knowledge. Preference will be given to female applicants.,

Post- Relationship Manager Customer Engagemen t Grade : DM/Manager (Individual Contributor) Job Location - All overMumbai Products -Mutual fund, PMS (Portfolio Management Services) , AIF (Alternative Investment Funds) Working days - 6 days (Alternative Saturday off ) Budget - 18LPA Age Criteria - UPTO 35 Job Role - To up sell company MF products to Retail/HNI Clients, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling company 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 Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. If you feel suitable call or whatsapp-8591744131

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Job Description: 1) Order Punching on behalf of client 2) Brokerage generation 3) Client acquistion and cross selling. 4) Graduation and nism 8 certificate is mandatory Kindly reply with an updated CV a t apex.darshil@gmail.com if you are interested in the mentioned Job Role, you can call also on 8127854413 .

Minimum of 2 years of experience in sales within the financial services or stock market industry. Proactively identify, target, and acquire new clients interested in stock market investment opportunities.

You should have 4-6 years of experience in Fund accounting/ Financial Reporting for hedge funds or mutual funds. It is important to have knowledge about the capital market and a good understanding of derivatives, equities, and fixed income securities. Your responsibilities will include the preparation and presentation of various financial statements as per IFRS, US GAAP, Lux GAAP, and Irish GAAP. Previous experience in BPO/captive on capital markets back office processes will be beneficial. You will be responsible for the preparation and review of financial statements/regulatory reports like Balance sheet, PnL, Schedule of Investment, cash flows, Notes to the accounts as per applicable GAAP. Acting as a subject matter expert for the team, following US GAAPs, IFRS, Lux GAAPs, and IRISH GAAPs. Assisting seniors with performance data and updating required trackers and KPI. Process documentation and SOP, ensuring process initiatives and continuous quality improvement, imparting process trainings to the new members, and meeting SLAs. A good team player, quick learner, and willing to work in shifts and flexible work hours as per process requirements. Your educational background should include 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. You should possess good communication/domain skills, good interpersonal skills, and good knowledge of MS Office (MS Excel and MS Word). This is a full-time position in the Fund Accounting job family group under Operations - Transaction Services. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.,

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 4 to 9 years of experience in the BFSI industry, with a strong background in Micro Finance and Business Development. Roles and Responsibility Develop and maintain strong relationships with clients to increase business growth. Identify new business opportunities and expand existing customer relationships. Provide excellent customer service and support to ensure high levels of customer satisfaction. Collaborate with internal teams to achieve business objectives. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong network of contacts within the industry. Job Requirements Minimum 4 years of experience in the BFSI industry, preferably in Micro Finance or Business Development. Strong knowledge of Micro Finance products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with cross-functional teams is an added advantage.

Currently we are looking for a candidate as a Sales and Marketing Associate as well as handle the operation part at FundVizer's Wealth Department, who will be responsible for promoting our financial services to potential clients Required Candidate profile KEY RESPONSIBILITIES: Main duties will include identifying sales opportunities, reaching out to clients via various channels such as phone calls, emails, and social media, and showcase our offerings.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Wealth Manager CTC- upto-7 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Business Growth & Revenue Generation :- Drive team-level sales and profitability across financial products including broking, mutual funds, life & health insurance, cards, and loans. 2) Team Management- Lead, mentor, and grow a team of part-time salaried Financial Product Distributors (on vendor payroll). Ensure their training, productivity, and performance are aligned with company goals. 3) Customer Acquisition & Retention- Expand UHNI and corporate customer base. Foster local area programs, referral models, and client retention strategies. 4) Operations & Administration:- Oversee daily branch operations, ensure smooth backend functioning, and manage distributor- level reporting and escalations. 5) Compliance & Risk Management:- Adhere to all regulatory and internal compliance norms; monitor CIBIL scores, documentation and grievance redressal. 6) Market Intelligence & Strategy :- Scan local competition and consumer demand trends. Engage in innovative planning to align with evolving market dynamics. 7) Channel is FPD Financial Product Distribution channel / Wealth Management selling multiple financial products with the help of 50-100 freelance part time salaried distributors on vendors payroll . 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

Role & responsibilities Roles and Responsibilities To promote all the product line of Mutual Fund/Financial Assets To up sell Mutual Fund products (B2B sales) To identify challenges, resolving queries and garnering business from the channel partners. To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the partners. Identifying and providing training and updation on all the new and regular products. Complete compliance updated communication to be sent to the channel partners. Develop and maintain a long-term relationship with Channel partners. Able to derive the monthly sales plan and ensure regular contact with all mapped partners through regular weekly / monthly calls. Preferred candidate profile

Are you curious, motivated, and forward-thinking At FIS, you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open,

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-4 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Revenue generation 2) Customer Profiling 3) Activation of inactive clients 4) Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. 5) Cross selling other products 6) Client Interaction 7) Regular Meetings with clients for maintaining relations 8) References from existing clients to acquire new clients 9) Updating clients on market, companys research reports, new IPOs, etc 10) Proper confirmations of trades to clients on daily basis risk Management. 11) Group discussions & up-gradation of market information, research reports General 12) Strive towards achieving individual goals and thereby the branch and organizational goals 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- Risk Associate CTC- upto-6 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Manage client/dealer limits for commodities 2) Evaluate risk profiles and set exposure limits 3) Process real-time limit changes during market hours 4) Process real-time limit changes during market hours 5) Operate MCX/NCDEX terminals and manage contract expiries 6) Oversee position limits and fund allocations 7) Participate in testing and implementation of RMS systems 8) Participate in testing and implementation of RMS systems 9) Handle EOD risk activities and circulate market updates Skills & Requirements:- 1) Graduate in Finance/Economics; MBA preferred 2) NISM Commodity Derivatives Certification (mandatory) 3) Proficiency in RMS and commodity platforms 4) Knowledge of commodity markets, MCX/NCDEX, and SEBI rules 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- Call & trade CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for handling inbound & outbound calls. 2) Responsible for resolving the queries of investment products. 3) Identify customers needs on every requirement with quick response time. 4) Handle the complaints and enquiries of customers. 5) Order punching on behalf of client 6) NISM 8 & grduation is manadtory 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- Team Leader Dealing CTC- upto-8 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Will be responsible for handling team of dealer 2) To ensure team achieves the assigned target 3) Will be responsible for reviewing and evaluating there performance. 4) Order punching on behalf of client. 4) Grduation 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.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Alternate Dealer/ Pure Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) To ensure active mgt of clients & achieve the target active AUM 2) To be responsible for identifying customer needs,assessing thei risk appetite and providing them investment options 3) To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4) To achieve healthy revenues without compromising on client profitability 5) To have clear focus on client mining 6) To conduct regular Client Meetings & update the same in the meeting tracker 7) .To attain maximum reach of investment ideas/stock calls initiated 8) Keep a breast of the market news, financial trends and current affairs 9) To attend post result con-calls, analyst meets for improved client servicing 9) NISM 8 (Equity and derivative certificate) and 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- B2B Sales CTC- upto-7 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Revenue Generation 2) New Franchisee Acquisitions 3) Servicing of Existing Partners for growth and expansion 4) Transitioning existing & new clients to Mobile/Web/Exe platform so as to help partner reduce cost and increase revenue by acquiring new clients 5) Adherence to Compliance / Statutory requirements 6) Cross sell of ABC Products 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- Key Account Manager (Banca Sales) CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Will be responsible for sourcing & deepening relationships from existing customer base of Bank customers 2) Will be responsible for selling Equity based investment products to this set of customer base. 3) Should have effective servicing skills and should be excellent in conflict management 4) Will be responsible to develop business, maximize revenue generation & achieve sales targets 5) Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively 6) Responsible for servicing and generating references from the partner bank Channel customer base. 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- Telesales CTC- upto-3 LPA + incentive + Other benefit Roles & Responsibilities: 1) Make outbound sales calls to potential customers from company assigned leads. 2) Explain the features and benefits of the 5paisa platform in a clear and compelling manner. 3) Assist customers through the account opening and onboarding process. 4) Ensure a smooth and hassle free client journey with accurate and helpful information. 5) Achieve individual and team targets for client acquisition and onboarding. 6) Build rapport with prospects and become a trusted point of contact. 7) Maintain professionalism and accuracy in communication and documentation. 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- Commodity Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1)Advising existing clients on commodity products 2) Passing on research calls and engaging clients to trade into commodity 3) Creation of revenue through effective advisory. 4) 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.

The ideal candidate should have 4-6 years of experience in Fund accounting/ Financial Reporting for hedge funds or mutual funds with a solid understanding of the capital market. A strong accounting background is essential along with knowledge of the Mutual Fund and Hedge Fund industry. The candidate should possess expertise in derivatives, equities, and fixed income securities. Previous experience in working on Financial Reporting profiles, preparing various financial statements in compliance with IFRS, US GAAP, Lux GAAP, and Irish GAAP is required. Experience in BPO/captive on capital markets back office processes is preferred. The candidate should also have experience in Business Areas such as Middle Office Processing, Financial Reporting, and Fund accounting. Experience in process set-up/migration of work from onshore is a plus. Key responsibilities include the preparation and review of financial statements/regulatory reports, acting as a subject matter expert, following different GAAPs, assisting seniors with performance data, process documentation, ensuring process initiatives and quality improvement, providing process training, meeting SLAs, and being a good team player. The candidate should hold a degree in B. Com, M. Com, or a Postgraduate Degree majorly in Accounting or Finance from a recognized business institute/university. Professional qualifications like CA, CFA, and CPA will be an added advantage. Required skills include good communication and domain skills, interpersonal skills, and proficiency in MS Office (MS Excel and MS Word). The candidate should be a quick learner, willing to work in shifts, and have flexible work hours as per process requirements. This is a full-time position in the Operations - Transaction Services job family, specifically in Fund Accounting. If you have a disability and require accommodation to use the search tools or apply for a career opportunity, please review Accessibility at Citi.,

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Job Description: 1) Order Punching on behalf of client 2) Brokerage generation 3) Client acquistion and cross selling. 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.