15403 Mutual Funds Jobs

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2.0 - 6.0 years

3 - 6 Lacs

bangalore rural, bengaluru

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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 customers banking requirements are responsible for the cross selling (assets) business of the bank by exploring business opportuni...

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0.0 - 1.0 years

0 Lacs

bengaluru

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JD No. SM-TTE Role Operations Monitor Engineer Position/ Designation Trainee Test Engineer Reporting to Team Lead Position Statement / Purpose: Operations Monitor Engineer will monitor the performance and availability of the Web and Mobile application for our client as per predefined frequency. This role shall drive through application monitoring in order to provide good customer experience. Key Deliverables (Key Result Areas): Application Monitoring Sanity Check Communication Skills Escalation Process Working Effectively on Timely Alerts Task Management Key Responsibilities (Job Description): Application Monitoring : It involves monitoring the performance and availability of web and mobile ...

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3.0 - 6.0 years

3 - 7 Lacs

thane

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Key Responsibilities : Manage and nurture a dedicated portfolio of clients, understanding their specific trading and investment needs with focus on equity, mutual funds etc. Provide expert guidance to clients in executing equity trades and portfolio strategies and proactively update clients on market trends, regulatory changes and investment opportunities Pursue acquisition of new clients by leveraging referrals from existing clients, overseas branches, sub brokers, franchisee and partners in key geographies Maintain proactive communication and regular engagement with clients through calls, professional emails, and virtual meetings, aiming to deepen relationships, generate incremental busine...

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2.0 - 7.0 years

5 - 7 Lacs

mumbai, navi mumbai, mumbai (all areas)

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Role & responsibilities Job Purpose: To manage and grow relationships with existing HNI and UHNI clients with Mutual Funds, PMS, AIFs , and alternate asset strategies. Key Responsibilities Manage assigned bank branches and build strong relationships with branch managers & staff Drive MF, PMS, AIF sales through the bank channel Identify customer needs and recommend suitable ICICI Prudential products Support bank staff through product training and joint customer calls Achieve monthly & quarterly sales targets Ensure proper documentation, compliance, and policy issuance Maintain MIS, reports, and pipeline tracking Handle customer queries and provide post-sales support Preferred candidate profil...

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3.0 - 8.0 years

8 - 10 Lacs

pune

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Job Title: Relationship Manager HNI / UHNI Location: Pune Experience: 4- 5 years minimum Job Purpose: The Relationship Manager HNI / UHNI will be responsible for prospecting, acquiring, managing, and growing relationships with High Net-worth and Ultra High Net-worth Individuals, including business leaders and senior executives in large national and multinational organizations. The role focuses on driving investment business through consultative selling and long-term relationship management. Key Responsibilities: Prospect, acquire, and manage relationships with HNI/UHNI clients and business leaders across large national and multinational organizations in the assigned region. Build and maintai...

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3.0 - 8.0 years

7 - 10 Lacs

noida, new delhi, gurugram

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Roles and Responsibilities : Manage high net worth individual (HNI) clients' relationships, providing personalized wealth management solutions. Identify new business opportunities through networking, referrals, and market research to expand the HNI book. Develop and implement investment strategies tailored to each client's risk tolerance, liquidity needs, and financial goals. Monitor portfolio performance regularly and make adjustments as needed to ensure optimal returns. Job Requirements : 3-8 years of experience in private banking or wealth management with a focus on HNI client handling. Strong understanding of alternative investments such as AIFs, AMCS, Equity Sales, Mutual Funds Sales & ...

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2.0 - 7.0 years

8 - 12 Lacs

bengaluru

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JOB SUMMARY AND RESPONSIBILITIES The role entails working in the institutional space of the CRO team. The team performs the following key functions; Institutional Billing Oversight: Review fee schedules and IMA agreements for clients to optimize efficient client invoicing solutions. Implementation and generation of client management fee invoices per the client requirements and fee schedules Dispatching of invoices and accounting the receivables and managing of general ledgers Constant focus on building enhancements and efficiencies within invoicing workflows and systems The following items are applicable to the oversight role; Ongoing review and maintenance of internal policies and procedure...

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2.0 - 7.0 years

5 - 10 Lacs

kanpur

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Job description JD for -CEC Key Accountabilities 1. To up-sell MF products to Retail/HNI Clients of AMC, 2.as per the assigned database, generation of fresh leads through reference to shore up the clientele ,3 Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers the highest level of service to clients/HNI customers 8. Create aw...

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2.0 - 7.0 years

8 - 13 Lacs

mumbai

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Portfolio Management Services (PMS) Operations Job Profile Role Overview A PMS Operations professional ensures smooth execution, compliance and reporting of client investments under PMS. The role is primarily back-office/mid-office, relationship with various teams by handling trade execution, settlements, reconciliations, regulatory compliance, client reporting and MIS to vendors. Key Responsibilities Coordinate with custodians, banks for PMS related queries. Handle KYC, documentation, and regulatory requirements. Ensure compliance with SEBI (India) or respective regulatory body norms. 3. Investment Operations Execute and monitor buy/sell transactions as per Fund Manager instructions. Coordi...

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2.0 - 5.0 years

3 - 3 Lacs

chandrapur, nagpur, pune

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Need to handle the walk-in customers in Branch Convert leads provide by branch into Sales Maintain good & Healthy relations with new & Existing Customers Implement new Sale Ideas. Cross Selling of Insurance Products Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

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2.0 - 5.0 years

3 - 3 Lacs

varanasi, lakhimpur, kanpur

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Visit assigned locations to meet potential customers Explain Policy plans and benefits clearly Generate leads through referrals and cold visits Maintain follow-ups and close sales Achieve sales targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

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2.0 - 7.0 years

4 - 6 Lacs

kolkata, delhi / ncr

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Acquisition of Direct Clients as well as Business Associates for Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business Responsible for achieving his individual Target of Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business Responsible for achieving his Minimum KRA & Monthly Target of New Client / DSA Acquisition, Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business Experience & Knowledge of handling B to B channel in Stock Broking / Mutual Funds / Life / Insurance business

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0.0 - 5.0 years

2 - 3 Lacs

mumbai, thane, navi mumbai

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Motilal Oswal- MUTUAL FUNDS SALES - Mutual Funds Sales Representative - Good Communications Skills - Outbound calling - Shift- 9:30am to 6:30pm - Week Off: Sunday Fixed - Graduation mandatory - Salary: 25,000 To 28,000 (33K ctc) Required Candidate profile -Fresher/Experience can apply -Only Graduates How To Apply To schedule your interview Call or send your CV through WhatsApp HR Aditya - 7030023969 Perks and benefits High Salary Package with supportive team members

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3.0 - 5.0 years

15 - 25 Lacs

mumbai, ahmedabad

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Plans and executes effectively Institutional client accounts at the given area level and is responsible for nurturing relationships with customers of that allotted area/territory for institutional sales. Develop and maintain sophisticated working knowledge about the investment process and product offerings of MSIM including both traditional and alternative products Leads the work of assigned staff and performs management and supervisory activities, including identifying performance problems Developing relationships internally across various GSAM product teams, including Fixed Income & Currency, Equity, Quantitative Strategies, Alternative Investments, Global Portfolio Solutions, other functi...

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3.0 - 5.0 years

5 - 7 Lacs

mumbai, nariman point

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Consolidating, analysing and reviewing existing portfolios, Conducting in-depth risk analysis and due diligence of investments. Creating PowerPoint presentations of client portfolios and recommendations. Interacting with clients to understand and resolve queries. Liaising with clients legal, accounts and tax advisors. Performing various financial calculations and simulations.

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1.0 - 6.0 years

4 - 6 Lacs

kolkata

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Role & responsibilities Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size. Preferred candidate profile Sales Experience two wheeler Regards, Sandipa 7980475998

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5.0 - 10.0 years

5 - 15 Lacs

jaipur

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Role & responsibilities Job Description: Ability to lead & recruit relevant sales professionals to enable scaling up of the business including broking as well as WM products. A real Team player with ability to motivate and encourage the reporting team to excel in performance and achieve results. Provide customized solutions to the clients by evaluating their risk assessment and financial needs. Secondary role is to cross sell wealth management products i.e. Mutual Funds both equities/debts, NCDs / Bonds, Insurance, PMS, structured products etc. Sound understanding of Equities, Mutual Funds, PMS and alternative investments Acquisitions of new clients and re-activation of existing clients. Inn...

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5.0 - 10.0 years

10 - 15 Lacs

jaipur

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AVP/VP (Individual and team leading)- (Broking & Investment Products) Company Name: Master Capital Services Ltd. Role: Individual / Team Handling into Broking & Investment Products Interview Type: F2F No. of Interview Rounds: 1 Job Description: We are hiring an experienced professional for a Team Handling/Individual role . The selected candidate will be responsible for: Managing and handling an entire branch Leading, mentoring, and driving performance of the team Business development and revenue generation Handling broking and investment products Ensuring compliance and operational efficiency Key Requirements Proven experience in broking and investment products Prior experience as Individual...

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3.0 - 8.0 years

7 - 17 Lacs

new delhi, gurugram, delhi / ncr

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Roles and Responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential Bank HNI/NRI Relationships. • Drive...

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6.0 - 10.0 years

10 - 18 Lacs

chennai

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Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC 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 prod...

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0.0 - 5.0 years

3 - 4 Lacs

gurugram

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Dear Candidates, We're excited to announce that Paisabazaar.com is currently hiring for the position of Investment Advisor - Sales Consultant/SME for domestic processes for the Gurgaon (Sector 44) region. Designation - Senior Executive/ SME Product - Investment (Bonds, Fixed Deposits & Savings) Location - Office (Gurugram - Sector 44) How to Apply - Email your CV kiranyadav@paisabazaar.com OR call @ 8800013127 - Kiran Yadav. What We Can Offer You Young and fast-growing company with a healthy work-life balance Great culture based on the following core values Courage Transparency Ownership Commitment Celebration Lean structure and no micromanaging. You get to own your work The company just tur...

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0.0 - 6.0 years

3 - 5 Lacs

bengaluru

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Role & responsibilities Client Relationship Management & Acquisition: Maintain and deepen relationships with existing NRI customers to increase wallet share. Track NRI visits to India and proactively engage for portfolio reviews. Acquire new NRI clients through referrals and Family Banking. Financial Advisory & Cross-Selling: Provide tailored financial solutions including deposits, remittances, care, mutual funds, and wealth management products. Educate clients on regulatory aspects (FEMA guidelines) and market trends. Compliance & Service Excellence: Ensure adherence to KYC and FEMA regulations. Maintain accurate client records in CRM and deliver high-quality customer service. Preferred can...

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0.0 - 3.0 years

1 - 3 Lacs

mumbai, thane, navi mumbai

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Process:- Inbound And Outbound Voice Process -Fresher / Experience both can apply -HSC pass can apply -Salary: 14,000 To 18,000 + incentives -Shift timing: 9:30am - 6:30pm -Good communication required -looking for immediate joiner Required Candidate profile min qualification HSC Job Location: Kapurbavadi junction Majiwada Thane (w)- 400607 To schedule your interview Call or send your CV through WhatsApp HR Sonali - 7030021537 Perks and benefits High Incentives and growth opportunities.

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0.0 - 1.0 years

2 - 2 Lacs

navi mumbai

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Urgent hiring for Fresher - Inbound Customer Service Process:. MUTUAL FUND Graduation is mandatory. Good Communication Skills(Versant 4-6) Inbound & Outbound Process. Shift- 8 am to 8 pm window shifts (any 9 hrs) Week Off: 1 Rotational Off. Salary: 18K In-hand, 22K CTC. Fresher & Experienced can apply. Note:- Apply only if you are ok with this salary. Startek Bay-F, 119, 1st Floor, Rupa Solitaire, MBP, Ghansoli, Navi Mumbai.

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3.0 - 5.0 years

4 - 7 Lacs

kolkata

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Responsibilities: * Oversee investment portfolio: mutual funds, trading, ROI management. * Manage family office's investments: capital markets, operations, reporting. *Family Office Management *Private Equity,Fund Performance,Portfolio balancing Provident fund Leave encashment Mobile bill reimbursements Performance bonus Annual bonus Employee state insurance Health insurance Over time allowance House rent allowance Travel allowance

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Exploring Mutual Funds Jobs in India

The mutual funds job market in India is thriving with opportunities for individuals interested in finance and investments. With the increasing popularity of mutual funds as a preferred investment option, there is a growing demand for professionals with expertise in managing mutual fund portfolios, analyzing market trends, and providing financial advice to clients.

Top Hiring Locations in India

  1. Mumbai
  2. Bangalore
  3. Delhi
  4. Chennai
  5. Hyderabad

Average Salary Range

The average salary range for mutual funds professionals in India varies based on experience and qualifications. Entry-level positions such as Mutual Fund Analysts can expect a salary range of INR 3-6 lakhs per annum, while experienced Mutual Fund Managers can earn anywhere from INR 10-20 lakhs per annum.

Career Path

A typical career path in mutual funds may include roles such as Mutual Fund Analyst, Mutual Fund Manager, Senior Fund Manager, and Chief Investment Officer. Professionals can progress in their careers by gaining experience, obtaining relevant certifications, and consistently delivering strong performance in managing portfolios.

Related Skills

In addition to expertise in mutual funds, professionals in this field are expected to have strong analytical skills, financial modeling capabilities, knowledge of market trends, risk management expertise, and excellent communication skills to interact with clients and stakeholders effectively.

Interview Questions

  • What are the different types of mutual funds? (basic)
  • How do you assess the risk associated with a mutual fund investment? (medium)
  • Can you explain the difference between NAV and AUM in mutual funds? (medium)
  • How do you evaluate the performance of a mutual fund? (medium)
  • What factors do you consider when selecting mutual funds for a client's portfolio? (advanced)
  • How do you stay updated on market trends and regulations impacting mutual funds? (basic)
  • Can you discuss a challenging situation you faced while managing a mutual fund portfolio and how you resolved it? (advanced)
  • What is your investment philosophy when it comes to managing mutual funds? (medium)
  • How do you handle client objections and concerns related to mutual fund investments? (medium)
  • Can you provide an example of a successful mutual fund investment you recommended to a client? (advanced)
  • How do you ensure compliance with regulatory requirements in managing mutual fund portfolios? (basic)
  • What are the key factors that influence the performance of a mutual fund in the long term? (medium)
  • How do you determine the asset allocation in a mutual fund portfolio? (medium)
  • Can you explain the concept of expense ratio in mutual funds? (basic)
  • How do you diversify investments in a mutual fund portfolio to manage risk? (medium)
  • What tools or software do you use for analyzing mutual fund performance? (basic)
  • How do you communicate investment strategies and recommendations to clients? (medium)
  • Can you discuss a recent market trend that has impacted mutual fund investments? (medium)
  • How do you handle market volatility when managing mutual fund portfolios? (advanced)
  • What are the key performance indicators you track to evaluate the success of a mutual fund? (medium)
  • Can you explain the process of rebalancing a mutual fund portfolio? (medium)
  • How do you assess the liquidity of investments in a mutual fund portfolio? (medium)
  • What are the different regulatory bodies overseeing mutual funds in India? (basic)
  • How do you address conflicts of interest when managing mutual fund portfolios? (advanced)

Closing Remark

As you explore opportunities in the mutual funds job market in India, remember to showcase your expertise, stay updated on industry trends, and be prepared to demonstrate your skills during interviews. With the right combination of knowledge and experience, you can build a successful career in managing mutual fund portfolios and helping clients achieve their financial goals. Good luck in your job search!

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