4685 Mutual Funds Jobs

You will be responsible for mobilizing Fixed Income Securities through Public Issues & Private Placements of bonds in the Indian Debt Market. Your role will involve originating deals from the markets on a daily basis, catering to clients" fixed income requirements, and exploring opportunities in the primary & secondary bond market. You will process proposals from bankers and financial institutions, and place deals with new investors while managing existing relationships. In this position, you are expected to have a basic level understanding of the structure, terms, and risk-reward profiles of fixed income instruments. You will be required to explain these details to various channel partners and clients. Additionally, you will meet with clients to analyze their debt portfolio, investment needs, and risk preferences. You will provide advice, create model debt portfolios, and mentor team members to enhance their understanding of the fixed income market and products. The ideal candidate should have a strong grasp of financial statements like Balance sheet, P&L, Cashflows, and possess some knowledge of Mutual Funds, NCDs, CPs, Bonds, and Money Market instruments. Proficiency in Excel, Word, PowerPoint, and the ability to navigate multiple websites simultaneously are essential. Good communication skills are also a key requirement for this role. If you meet the qualifications and possess the necessary skills, we encourage you to apply for this challenging and rewarding opportunity.,

Post- Relationship Manager Job Location - Mumbai -Thane - Navi Mumbai Salary range - 15LPA to 18LPA Criteria - UPTO 35 Products -Mutual fund, PMS (Portfolio Management Services) , AIF (Alternative Investment Funds) Business Module - B2C 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. Regards Indics Solution Show more Show less

ROLES AND RESPONSIBILITIES Relationship Managers with prior experience working in a Private Bank/Wealth Management setup. Selling of products: Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum investment amount of Rs 1 Cr and above. Experience in advising clients across asset classes. Strong analytical skills and ability to work in teams. The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generating AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients portfolios. To coordinate with the product and research team (Centralize CFP Team) for taking investment decisions for the clients. To conduct and assist in organizing seminars, workshops, and other business development activities Show more Show less

Dear Candidate, Greetings From"APEX SERVICES" Role-Relationship Manager CTC- upto-4 LPA + incentive + Other benefit Relationship Manager ROLES& RESPONSIBILITIES: 1) New client acquisition 2) Cross selling of third party investment products 3) Revenue generation revenue to be generated from the all the products from sourced accounts 4)Graduate / Post graduate with Min 1 yrs exp in direct selling of financial products from any financial services industry. Kindly reply with an updated CV on apex.unnati@gmail.com if you are interested in the mentioned Job Role. you can also call on 9506943818 .

Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You'll also have the chance to give back and make a positive impact where we live and work through volunteerism. Shape your Career with Citi Citi's Securities Services (SS) supports our clients" business by drawing on the strength of our unmatched global footprint, which provides them with access to local expertise and scalable solutions to support their ambitions. We're currently looking for a high-caliber professional to join our team as Officer, Financial Reporting Analyst (Funds) - Hybrid (Internal Job Title: Fund Accounting Analyst 1 - C09) based in Gurgaon, India. Being part of our team means that we'll provide you with the resources to meet your unique needs, empower you to make healthy decisions, and manage your financial well-being to help plan for your future. In this role, you're expected to: - Prepare and review financial statements/regulatory reports like Balance sheet, PnL, Schedule of Investment, cash flows, and Notes to the accounts as per applicable GAAP. - Act as a subject matter expert for the team. - Follow US GAAPs, IFRS, Lux GAAPs, and IRISH GAAPs. - Assist Seniors with performance data and update required trackers and KPI. - Document processes and SOP. - Ensure process initiatives and continuous quality improvement. - Provide process trainings to new members. - Meet SLAs. As a successful candidate, you'd ideally have the following skills and exposure: - 3-4 years of experience in Financial Reporting for hedge funds or mutual funds. - Knowledge about the capital market. - Good accounting knowledge is a must. - Knowledge of the Mutual fund and Hedge Fund industry. - Understanding of derivatives, equities, and fixed income securities. - Experience in Financial Reporting profile, responsible for the preparation and presentation of various financial statements as per IFRS, US GAAP, Lux GAAP, and Irish GAAP, etc. - Prior working experience in BPO/captive on capital markets back-office processes. - Experience and expertise in Business Areas: Middle Office Processing, Financial Reporting, Fund accounting. - Experience in process set-up/migration of work from onshore would be preferred. - Good Team Player. - Quick learner. - Willingness to work in shifts and flexible work hours as per process requirements. - 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. - Good communication / Domain skills. - Good interpersonal skills. - Good knowledge of MS Office (MS Excel and MS Word). Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community, and make a real impact. Take the next step in your career, apply for this role at Citi today.,

As a professional in this role, you will be responsible for originating deals from the markets through daily calls. Your primary focus will be catering to clients" fixed income requirements by identifying opportunities in both the primary and secondary bond market. You will handle the processing of proposals from bankers and financial institutions, facilitating the placement of deals to various parties and exploring new investor opportunities. Your role will also involve developing a basic understanding of the structure, terms, and risks associated with fixed income instruments offered by different issuers. You will be required to effectively communicate this information to channel partners and clients. Additionally, you will engage with clients to analyze their debt portfolios, assess their fixed income investment needs, and understand their risk preferences. It will be part of your responsibilities to provide profiling, advice, and create model debt portfolios for clients. Furthermore, you will play a key role in mentoring team members to help them comprehend the fixed income market, various products within the fixed income space, and assist them in resolving any queries they may have. To excel in this position, you should possess a sound understanding of financial statements such as balance sheets, profit and loss statements, and cash flows. A basic knowledge of Mutual Funds, NCDs, CPs, Bonds, and other fixed income market instruments is essential. Proficiency in tools like Excel, Word, and PowerPoint is required, along with the ability to navigate multiple websites simultaneously. Strong communication skills are also a key requirement for this role.,

You will be working as a Branch Manager, Assistant Branch Manager, or Branch Sales Manager at Ahalia FinForex Limited, located in Kochi. Your primary responsibilities will include overseeing daily branch operations, managing branch staff, ensuring customer satisfaction, and achieving sales targets. You will also be responsible for maintaining compliance with regulatory requirements, managing loan processing, handling foreign currency exchange services, and promoting wealth management and insurance products. Additionally, you will need to provide regular reports to higher management and contribute to the strategic goals of the organization. To excel in this role, you should have experience in branch operations, managing staff, and customer relationship management. You must possess the ability to achieve sales targets and develop business strategies effectively. Knowledge of loan processing, foreign currency exchange, and money transfer services is essential. Familiarity with wealth management, equity broking, mutual funds, ticketing, travel, and insurance services will be advantageous. Strong communication, leadership, and organizational skills are key requirements for this position. Proficiency in compliance and regulatory guidelines is necessary to ensure smooth operations. Relevant industry experience or a background in financial services would be preferred. A Bachelor's degree in Finance, Business Administration, or a related field is desirable for this role.,

Hi We are looking for Customer Service Associate / Tele Sales - Investment Banking Are you a sports enthusiast with excellent communication skills in English & Hindi We are hiring for a Customer Service Associate / Tele Sales to join our team for an exciting Investment Banking This is a fantastic opportunity for freshers and experienced professionals to kick-start or grow their career in customer service. Your main responsibilities will include: Responding to customer inquiries and resolving issues via Voice call. Knowledge of Mutual funds Knowledge of Banking Finance insurance products. Typing speed of 20 WPM / 80% Accuracy Familiar with MS Office and Use of Internet applications. Maintaining a high level of professionalism and customer satisfaction. Ensuring all communications are clear, accurate, and timely. Working collaboratively with the team to meet performance goals. Required Skills & Qualifications Experience: Minimum 0 to 3 years in a customer support role. Freshers are welcome to apply. Education: Any Graduate, or Any Post-Graduate. Communication: Excellent communication skills in English & Hindi are a must. Typing Speed: A typing speed of at least 20 words per minute with 80% accuracy is required. Basic Knowledge: Understanding of customer support roles and responsibilities is essential. Salary & Work Details Salary (Annual CTC): Freshers: INR 2.7 LPA Experienced (up to 2 years): INR 5 LPA Shift: 9.5 hours of shift and 5 days in a week Weekly Offs: Two rotational days off per week. Location: Mumbai, Airoli Transport: No transport facility will be provided. Selection Process The selection process includes the following rounds: 1. RMG Screening 2. Written voice Versant Test (focus on typing speed and accuracy) 3. Operations (Ops) Round

Whether you are at the beginning of your career or seeking your next adventure, your journey starts here. At Citi, you will have the opportunity to enhance your skills and create an impact at one of the world's leading global banks. We are committed to supporting your professional growth and development right from the start, offering extensive on-the-job training, exposure to senior leaders, and traditional learning opportunities. Additionally, you will have the chance to contribute positively to our communities through volunteerism. Citi's Securities Services (SS) division leverages our unmatched global presence to support clients with local expertise and scalable solutions, enabling them to achieve their business goals. We are currently seeking a dedicated professional to join our team as an Officer, Financial Reporting Analyst (Funds) - Hybrid (Internal Job Title: Fund Accounting Analyst 1 - C09) based in Gurgaon, India. As part of our team, you will receive the necessary resources to meet your individual needs, empower you to make informed decisions for your financial well-being, and help you plan for the future. Our offerings include access to physical and mental well-being programs, telehealth options, learning and development resources, and work-life balance initiatives. In this role, your responsibilities will include: - Preparation and review of financial statements and regulatory reports such as Balance Sheet, PnL, Schedule of Investment, cash flows, and Notes to the accounts in compliance with relevant GAAP. - Serving as a subject matter expert for the team. - Adhering to US GAAP, IFRS, Lux GAAP, and IRISH GAAP. - Supporting seniors with performance data, updating trackers, and KPIs. - Documenting processes and maintaining SOP. - Driving process improvements and quality enhancements. - Providing process training to new team members. - Meeting SLAs. The ideal candidate should possess: - 3-4 years of experience in Financial Reporting for hedge funds or mutual funds. - Knowledge of the capital market. - Strong accounting acumen. - Familiarity with Mutual Fund and Hedge Fund industry. - Understanding of derivatives, equities, and fixed income securities. - Experience in preparing financial statements per IFRS, US GAAP, Lux GAAP, and Irish GAAP. - Previous exposure to BPO/captive on capital markets back-office processes. - Expertise in Middle Office Processing, Financial Reporting, and Fund Accounting. - Experience in process set-up/migration from onshore is preferred. - Team player with quick learning abilities. - Willingness to work in shifts and flexible hours. - Educational background in B. Com, M. Com, or postgraduate degree in Accounting or Finance from a recognized institute. - Professional qualifications like CA, CFA, and CPA are advantageous. - Strong communication, domain, and interpersonal skills. - Proficiency in MS Office tools, especially Excel and Word. Joining Citi is more than just a job; it's a chance to be part of a global family of over 230,000 dedicated individuals. At Citi, you can advance your career, give back to the community, and create a meaningful impact. If you are ready to take the next step in your career, apply for this role at Citi today. For more information, visit https://jobs.citi.com.,

mNivesh is a leading distributor of mutual funds in India, ranking among the top 5 in Delhi. Since our establishment in 2006, we have been offering a wide range of investment products, including Stocks, Insurance, Fixed Deposits, Bonds, and Debentures, to help clients achieve their financial goals. Currently, we manage assets worth 450-475 Crore in mutual funds and are committed to assisting clients in reaching their financial milestones globally. We are looking for a dedicated Relationship Manager - Mutual Fund to join our team in Gurugram. As a Relationship Manager, you will play a crucial role in managing client portfolios, fostering client relationships, providing financial advice, and analyzing market trends to recommend suitable investment options. This is a full-time on-site position based in Noida. The ideal candidate should have experience in financial services, mutual funds, and investment management. Strong customer relationship management skills, knowledge of market trends and investment products, excellent communication and negotiation abilities, and the capacity to analyze and interpret financial data are essential for this role. Possessing professional certifications like NISM or CFP and holding a Bachelor's degree in finance, Economics, Business Administration, or a related field would be advantageous. If you meet the qualifications and are interested in this opportunity, please email your resume to vipul@niveshonline.com or contact Mr. Vipul Kumar at +91-9910049264 for further details and to apply for the position.,

You will be joining a team with a mission to create a tech-driven investment platform that provides simplified access to high-quality alternate investment products. As a B2B sales leader, your role will involve driving strategic partnerships, leading a high-performing team, and expanding our business network to ensure robust revenue growth. If you are passionate about financial markets, business expansion, and forming partnerships, this opportunity is ideal for you. Your responsibilities will include maintaining and enhancing relationships with existing Independent Financial Advisors (IFAs) who are key players in the market, forging strategic alliances to broaden our investment ecosystem, bringing onboard new partners to extend market reach, and formulating strategies for business growth and revenue enhancement through partnerships. We are looking for candidates who hold a Graduate or Post Graduate degree in Finance or Marketing. The ideal candidate will have a proven track record in B2B sales, preferably within the financial services or investment products sector. A strong understanding of financial markets and investment products like Fixed Income, Equity, Mutual Funds, Bonds, AIFs, etc., is essential. Proficiency in MS Office, particularly Excel, for data analysis and reporting, along with excellent verbal and written communication skills, are crucial. Experience in growth marketing and communication would be advantageous. Please note that this is a field sales position. If you meet the qualifications and are excited about this opportunity, we encourage you to share your resume with us at malini.varma@ndxfinserv.com.,

As a Relationship Manager at Kolkata- Shyam Bazar branch, your primary responsibility will be handling affluent customers with an AUM size of 100 crores & above. You should possess wealth banking knowledge including Mutual Funds, Insurance, SIPs, AIF, family wealth management, and Private banking RMs. With more than 6 years of experience, you are expected to have very good interpersonal skills such as communication, negotiation, convincing skills, and be outspoken and proficient at explaining banking products. Your financial planning advisory skills should be commendable. Your role involves building and nurturing relationships with existing Priority Customers to increase share of wallet and revenues. Providing professional customer service to ensure a high percentage of customer satisfaction and retention is crucial. You will be managing the portfolio to mitigate risks against attrition and maintain stability of the book. Having comprehensive knowledge of the customer base in terms of their profile, demographics, psychographics, and assets within the Bank and elsewhere is essential. You will serve as the primary contact for the High Net Worth customers of the Bank. In terms of sales, you are expected to generate new business to meet defined targets regarding the number of customers, volumes, and revenue for the segment. Achieving product mix targets and ensuring induction of all new customers brought in by the Branches & Direct Sales team is part of your responsibilities. Maximizing sales process efficacy, achieving budgeted cross-sell targets, and implementing aggressive sales call plans to acquire large prospective customers through referrals are integral to your role. Coordinating customer events for the cluster along with the product team is also a key aspect of your job. This is a full-time position that requires your presence in person at the work location. Kindly acknowledge the same.,

We are on a mission to build a tech-driven, dynamic investment platform that simplifies access to high-quality alternate investment products. This role is for an ambitious B2B sales leader who can drive strategic partnerships, manage a high-performing team, and expand our business network while ensuring strong revenue growth. If you are passionate about financial markets, business expansion, and partnerships, this is the perfect opportunity for you! Responsibilities Maintain and strengthen relationships with existing Independent Financial Advisor (IFAs) who are market leaders. Drive strategic alliances to expand our investment ecosystem. Identify and onboard new partners to enhance market reach. Develop strategies for business growth and revenue generation through partnerships. Qualifications Graduate/ Post Graduate (Finance/ Marketing) What Were Looking For: Proven B2B sales experience (preferably in financial services or investment products). Strong knowledge of financial markets and investment products such as Fixed Income, Equity, Mutual Funds, Bonds, AIFs, etc. Proficiency in MS Office (especially Excel) for data analysis and reporting. Excellent communication skills (verbal and written). Experience in growth marketing & communication is a plus. Note: This is a field sales job. Interested candidates can share your resume on [HIDDEN TEXT] Show more Show less

Position Overview: Opportunity to learn from one of India&aposs fastest-growing Financial Product Distribution Companies, Dalmia Wealth Pvt Ltd. As a Team Lead, you will play a pivotal role in managing and expanding the company&aposs client base while ensuring the delivery of exceptional financial solutions to clients. This role involves strategizing to drive sales of mutual funds and other financial products, leading a team of relationship managers, and maintaining strong client relationships to foster long-term trust and business growth. Key Responsibilities: 1. Client Relationship Management: Develop and maintain long-term relationships with existing and prospective clients. Act as the primary point of contact for all client inquiries, concerns, and service needs. Conduct regular portfolio reviews to ensure alignment with clients' financial goals. 2. Team Leadership Lead, mentor, and manage a team of relationship managers, ensuring they achieve individual and team targets. Provide training and development support to enhance the team&aposs technical and sales skills. Monitor team performance and provide constructive feedback to ensure continuous improvement. 3. Sales and Business Development: Identify and onboard new clients through networking, referrals, and proactive outreach. Promote mutual fund products and services, tailoring solutions to meet client-specific needs. Achieve individual and team sales targets. 4. Financial Advisory: Assess client&aposs financial goals, risk appetite, and investment horizon. Recommend suitable mutual fund schemes based on research and market trends. Guide diversification, SIPs, tax-saving funds, and other financial strategies. 5. Market Research and Updates: Stay updated on financial market trends, mutual fund products, and regulatory changes. Share insights and updates with clients to help them make informed decisions. 6. Compliance and Reporting: Ensure adherence to all regulatory guidelines and compliance requirements in mutual fund distribution. Maintain accurate records of client interactions, transactions, and documentation. Prepare periodic performance reports for internal and client review. Key Skills and Competencies: ? Excellent interpersonal and communication skills and team handling ability. Strong understanding of mutual funds, financial markets, and investment strategies. Proven sales and negotiation skills. Ability to analyze client needs and recommend suitable products. Should have good knowledge of data analytics and reporting. Qualification: Graduate/master&aposs in commerce/finance/business administration (CFP preferred). Experience: Experience in financial services, wealth management, or mutual fund distribution. Certifications: ARN Code holder is preferred Eligibility Criteria: CFP or ARN Holder or Min 7 years' Work Experience in Financial Product Sales Show more Show less

The Sales Enablement & Learning team at Morningstar's Business Development and Sales group is dedicated to supporting clients in building their businesses and achieving better outcomes for investors. The team focuses on serving various client segments, including advisors, wealth managers, asset managers, institutional investors, and fintechs. As a Program Manager reporting to the Head of Sales Enablement & Learning, you will collaborate with stakeholders across the organization to design, develop, and implement impactful enablement and learning solutions. This role specifically supports the teams involved in customer support for the Direct Platform Product Suite, Data, Retail, and Sustainalytics. Morningstar, a global financial services firm operating in 30 countries with over 40 years of experience, is committed to providing best-in-class solutions that help investors and financial advisors achieve their financial goals. The company empowers investor success by offering data, independent research, software, and services tailored to the needs of the investment community. As an Associate for Customer Support Enablement and Learning based in Mumbai, you will be responsible for delivering enablement programs for Morningstar's global Customer Support team in the Asia Pacific (including India) and EMEA regions. The Customer Support team plays a crucial role in providing immediate assistance to client inquiries via phone, email, and chat, contributing significantly to the sales process and client experience. Your focus will be on enhancing the skill set of over 100 support colleagues in the region. In this role, you will partner with global stakeholders to develop and deliver training programs that focus on Industry Domain Knowledge, Product, Client Facing Skills, and Sales/Service Operations. Your responsibilities will include supporting onboarding programs, collaborating with Enablement and Subject Matter Experts (SMEs) to create training curriculum, facilitating training sessions, and evaluating the impact of enablement content. The ideal candidate will have a Bachelor's degree, at least 5 years of experience in customer support, training, sales enablement, or related fields, and proficiency in delivering training to global teams. Strong project management skills, excellent communication abilities, and a client-centric mindset are essential for success in this role. Additionally, a good understanding of financial markets and investment products, along with a passion for adult learning best practices, will be beneficial. Morningstar provides an equal opportunity work environment with a hybrid setup that allows remote work and in-person collaboration. The company offers various benefits to support flexibility and engagement with global colleagues. Join us at Morningstar and be part of a team dedicated to empowering investor success through continuous learning and development.,

Role: Branch Manager IFA/B2B Channel Location: Mumbai, Delhi, Ahmedabad, Surat, Jaipur, Indore, Hyderabad CTC: Up to 12 LPA Experience: 5+ yrs. in IFA/MFD/B2B sales with team management Industry: Financial Services/ Broking Education: Graduation/PG Job Description: The role involves identifying & empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors. The ideal candidates will have a strong background in Mutual Funds, Fixed Income, Insurance, and thorough knowledge of primary market products. You will play a critical role in driving business growth, recruiting and managing independent financial distributors, and ensuring exceptional service delivery. Key Responsibilities: - Develop and manage the IFA/MFD (Mutual Fund Distributor) channel for mutual funds, fixed income, insurance, and other investment products. - Recruit, engage, and nurture relationships with Independent Financial Distributors to drive business objectives. - Promote and distribute primary market products such as Mutual Funds, NFOs, IPOs, NCDs, Bonds, Corporate Fixed Deposits, and other capital market instruments. - Provide training, support, and guidance to IFA partners to enhance their business and product knowledge. - Achieve branch sales targets and ensure consistent business growth through effective channel management. - Stay updated with market trends, competitor activities, and regulatory changes. - Ensure compliance with all internal and external regulations and guidelines. - Conduct regular meetings, events, and seminars for IFAs/MFDs to increase product penetration and business volume. - Build and maintain strong relationships with key stakeholders and clients. Required Skills & Qualifications: - Graduate/Postgraduate. - 5+ years of relevant experience in IFA/MFD/B2B channel management, mutual funds, fixed income, and insurance. - In-depth knowledge of primary market products (MF, NFOs, IPOs, NCDs, Bonds, Capital Market products, Corporate FDs, etc.). - Strong network of IFAs/Distributors. - Proven ability to recruit and develop independent financial distributors. - Excellent communication, interpersonal, and leadership skills. - Strong analytical and problem-solving abilities. - Ability to work under pressure and meet targets. - Should be NISM- VA certified. To Apply: Please send your resume at [HIDDEN TEXT] and join ourWhatsApp BFSI Jobs Group at https://buff.ly/4BsUD5Mfor more job openings. Show more Show less

Kotak Securities is hiring a Bank Channel Dealer to manage treasury transactions and provide investment product support for branch banking channels. The ideal candidate should have a strong understanding of financial markets and experience dealing in mutual funds, bonds, or equity products. Key Responsibilities: Execute investment product transactions (Mutual Funds, Bonds, Equity) requested by branches Coordinate closely with Relationship Managers and Branch Banking teams Monitor capital markets and update channel partners with market insights Ensure regulatory compliance and accurate trade execution Maintain MIS reports and records for audit purposes Support in cross-selling financial products through the branch network Liaise with internal treasury/product/research teams Key Skills: Treasury Dealing Bank Channel Management Mutual Funds Equity & Debt Products MIS Reporting NISM Certified Client Communication Financial Market Awareness Trading Operations Compliance Handling

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto- 4.5 LPA + incentive Roles and Responsibilities: 1) New client acquisition 2) Cross selling of third party investment products 3) Will be responsible for selling Equity based investment products to this set of customer base. 4) Will be responsible to develop business, maximize revenue generation & achieve sales Skills : 1) Graduate / Post graduate with Min 1 yrs exp in direct selling of financial products from any financial services industry. 2) Proven experience in sales, client acquisition, and relationship building. Kindly reply with an updated CV on apex.pragati@gmail.com if you are interested in the mentioned Job Role. you can also call on 7752865344

Relationship Manager(Sales) Job Description:- Candidate will be responsible for Direct Sales of retail accounts acquisition for equity, commodity and currency. Responsible for third party business also like MF and PMS. Responsible for generating revenue from Third party product like Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members. Responsible for New client Acquisition Revenue Generation Productivity IP & Insurance Sales JOB SPECIFICATIONS REQUIRED: Qualifications: - Any Graduate Degree holder. Experience Minimum 1 yrs in handling HNI Relationship. Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.

Position Overview We are seeking a dynamic and results-driven Relationship Manager to join our team. This role is pivotal in fostering strong relationships with our clients and ensuring their investment needs are met with the highest level of service. The ideal candidate will possess a deep understanding of the financial markets and a passion for helping clients achieve their financial goals. With an annual salary of 10,00,000 , this full-time position offers an exciting opportunity to work in a fast-paced environment across multiple locations including Delhi, Other Madhya Pradesh, Mumbai City, and Pune . Key Responsibilities Develop and maintain strong relationships with high-net-worth individuals (HNI) to understand their investment needs and objectives. Provide expert advice on investment opportunities, including mutual funds, equity derivatives, and stock broking. Conduct market research and analysis to identify trends and opportunities in the share market. Assist clients in the acquisition of demat accounts and guide them through the investment process. Achieve sales targets and contribute to the overall growth of the company. Prepare and deliver presentations to clients, showcasing investment strategies and portfolio performance. Collaborate with internal teams to ensure seamless service delivery and client satisfaction. Stay updated on market developments and regulatory changes affecting the investment landscape. Qualifications The ideal candidate will possess the following qualifications: A minimum of 2 to 7 years of relevant work experience in relationship management or a similar role within the financial services industry. Strong knowledge of investment products, including mutual funds, equity derivatives, and stock broking. Proven track record in sales and HNI acquisition. Excellent communication and interpersonal skills, with the ability to build rapport with clients. Strong analytical skills and a keen understanding of market trends. Ability to work independently and as part of a team in a fast-paced environment. Proficiency in relevant financial software and tools. If you are a motivated individual with a passion for finance and client service, we invite you to apply for this exciting opportunity. Join us in making a difference in the lives of our clients by helping them navigate their investment journeys.

Silverdale Capital Pte Ltd, licensed by the Monetary Authority of Singapore (MAS), manages award-winning funds such as Silverdale Bond Fund, Silverdale USD India Bond Fund, Silverdale Fixed Maturity Funds (FMPs), and Silverdale Credit Opportunities Fund. With a strong track record of performance, global reach, and a commitment to excellence, we provide a dynamic platform for legal professionals to excel in the sophisticated world of asset management. We are currently looking for a Legal Counsel to join our team. The ideal candidate should be an accomplished in-house legal counsel, preferably with expertise in mutual funds, financial transactions, and cross-border fund distribution. This role requires individuals with exceptional drafting, vetting, and negotiation skills who can navigate the complexities of global financial markets. The candidate should hold a graduate/postgraduate (LLB/LLM) degree with at least 5 years of experience in financial services, fund management, or a top-tier law firm. The key responsibilities of the Legal Counsel position include: Legal & Contract Management: - Draft, review, interpret, and negotiate financial contracts, agreements, and legal correspondence. - Structure and vet agreements with distributors, platforms, retrocession agents, and service providers. - Negotiate and finalize prime brokerage, GMRA, ISDA, and custody agreements. - Provide legal insights on investment structures, financial instruments, cross-border fund distribution, and regulatory compliance. - Offer corporate and commercial legal advisory, ensuring compliance with applicable laws and regulations. Investment & Risk Support: - Analyse legal risks and enforceability concerns in various investment products. - Support marketing, investor relations, and due diligence (DDQ) processes. - Collaborate with internal teams and external stakeholders, including regulators, institutional investors, and counterparties. Regulatory & Compliance: - Continuously update Silverdale Risk Management Program and Internal Compliance Manual to align with evolving regulations. - Ensure adherence to local and international compliance frameworks by adapting policies and protocols as needed. - Manage and respond to regulatory inquiries and investor due diligence requests. Joining Silverdale Capital offers the following benefits: - Industry leadership: Work with a firm consistently ranked among top-performing bond funds. - Growth and career progression: Gain exposure to multiple jurisdictions, complex financial instruments, and cross-border fund structuring; and engage with leading financial institutions, prime brokers, and regulators worldwide. - Collegial and high-performance culture: Join an elite team in a fast-paced, intellectually stimulating environment.,

Job Description: Equirus is a leading mid-market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. The company prides itself on being a trusted investment bank that services customers with the best results in advisory in their investments, assists corporates in their growth and capital needs, and aids families in managing their wealth. Led by seasoned bankers, Equirus works with the largest and most reputed investors. For more details, please visit www.equirus.com. About the Role: As an Operations Executive at Equirus Wealth Private Limited, you will be responsible for handling the Mutual Funds division and end-to-end operations of MF trade processing. This role involves coordination with RTA/Other Vendors, ensuring smooth branch coordination for minimal complaints and quick resolution, handling various day-to-day transaction activities, processing applications for new accounts, providing support to RMs regarding transactions, portal, and funds reconciliation, administrative support for all data entry on a daily basis with MS Excel, reconciliation of brokerage with coordination with AMC/RTA, processing all service requests, and following up for updating demographic changes. Additionally, the role involves processing of Non-MF transactions. Location: Ahmedabad Role Requirement: - Graduate - 5+ years of experience in Operations - Strong command over English - Strong internal communication and coordination skills - Preferable experience on KYC and Mutual Fund transaction processing - Preferable hands-on experience of BSE star platform About the Job: - Salary: Negotiable - Company: Equirus Wealth Private Limited - Role: Wealth Operations Executive - Category: Wealth MIS & Operations - Location: Ahmedabad, India, Asia - Employment Type: Full time,

The ideal candidate for this position should have a minimum of 4 years of experience and be based in Kolkata. You will be responsible for leading and managing a team consisting of Sales Managers, Team Leads, and Equity Dealers. Your primary focus will be on strategizing and implementing business development initiatives within the region, as well as overseeing the establishment and growth of new branches in the Gujarat region. In this role, you will be assisting clients with their investments in various financial products such as Equity, Commodity, Currency, Mutual Funds, Insurance, and other 3rd party products. It will be your responsibility to ensure cross-selling of all available products to existing clients and to collaborate with Regional Heads and Cluster Managers for management discussions. Building strong relationships with clients and providing them with necessary education regarding investments will be crucial aspects of your role. Additionally, you will be expected to contribute towards the expansion of the client base.,

As a Field Sales Representative for financial services, you will be responsible for promoting and selling products such as mutual funds, loans, health insurance, and general insurance. Your main role will involve meeting potential clients in person, understanding their financial needs, and recommending suitable products to meet those needs. You will need to build and maintain relationships with customers to ensure their satisfaction and to encourage repeat business. In this role, you will need to have a good understanding of the financial services industry and stay up-to-date with the latest products and trends. Strong communication and interpersonal skills are essential for effectively conveying the benefits of the products to potential customers. Additionally, you will need to be self-motivated, proactive, and able to work independently to achieve sales targets. A successful Field Sales Representative in financial services will be able to identify sales opportunities, negotiate terms with customers, and close deals effectively. You will also be responsible for maintaining accurate records of sales activities and providing regular reports to management. Overall, this role offers a dynamic and challenging opportunity for individuals who are passionate about sales and finance.,

You will be working as a Mutual Fund Representative at Urmison Wealth Solution in Ranchi. Your primary responsibility will be to manage and provide guidance to clients regarding mutual funds and other investment opportunities. Your daily tasks will include maintaining portfolios, delivering excellent customer service, and conducting detailed financial analysis to assist clients in making informed decisions. Building strong relationships with clients, understanding their financial objectives, and recommending suitable investment strategies will be key aspects of your role. To excel in this position, you should possess experience in Investments, Finance, and Mutual Funds. Strong interpersonal skills are essential to deliver exceptional customer service. Proficiency in Portfolio Management is required to effectively handle client portfolios. A Bachelor's degree in Finance, Business, or a related field is necessary. Excellent analytical and communication abilities are crucial for this role. The capacity to work both independently and collaboratively within a team is important. Holding professional certifications such as CFA or CFP would be advantageous. Moreover, proficiency in financial analysis software and tools is desirable for this position.,