4685 Mutual Funds Jobs - Page 10

Graphics Designer / Visual Commumnication Designer - Vashi Navi Mumbai Opening: 1 Nos. Job ID: 113455 Employment Type: Full Time Reference: Work Experience: 3.0 Year(s) To 5.0 Year(s) CTC Salary: 0.00 LPA TO 8.00 LPA Function: Web / UI-UX / Graphic Design / Visualiser Industry: Advertising/PR/MR/Events Location: Navi-mumbai Posted On: 24th Jul, 2025 Share On WhatsApp Share LinkedIn Share Facebook Share Twitter Job Description: Responsibility: Design infographics and creatives to communicate various messages related to fund or program- Invites, e-mailers, social media posts, magazine, PPT slides etc. Experience and Qualifications: Design degree or experience working with design companies in the past. Minimum 2-4 years of professional experience in graphics design. Previous experience in the mutual fund or BSFI domain will get preference. Software Proficiency: Adobe Illustrator. Adobe Photoshop. PowerPoint presentations using vector infographics, icons, and typography. Familiarity with other Adobe tools such as Premiere Pro and After Effects is a plus. Key Skills : Graphics Motion Graphics

Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Assistant Manager - Customer Advisory Team 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-30 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Result orientation Customer centricity relationship building Basic Computer Knowledge. Good communication skills- English and regional language

Drive business development across multiple channels – Private Banks, IFA/ND Distributors, SBI branches, and Wealth Counters. Achieve sales targets through effective client acquisition and relationship management. Develop and execute strategic sales.

RB - Affluent Business: Investment specialist INTERNAL USAGE: No. of Vacancies: 1 Reports to: RIC Is a Team leaderN Team Size: - NA Grade: SM/AVP/VP Business: Retail Banking Department: Affluent Business Sub-Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless touch-points About the Role Investments Specialist manages the sales team of Affluent resources for each circle. This team will comprise of resources, whose focus will be to ensure delivery of the Investments for the Affluent segment across their circles, drive growth in AUMs, drive portfolio actions, ensure implementation and regular review of all control parameters, monitor trends on sales across their circles, manage large and critical key client relationships along with the Affluent team. They also focusses on NOA to ensure regular and quality increase in their segment of Affluent clients and ensures upskilling for the entire Affluent team in their circles. Key Responsibilities Asset Allocation Assist in the investment portfolio asset allocation of customers. Allocation between different asset classes & subclasses. Decisions on products with the asset / sub-asset class. Meeting / interaction with the respective RM and the client Portfolio Monitoring / Review Monitor specific portfolios (HNWIs / Corporates) Reallocate these portfolios as and when requirement for risk management or sales opportunity comes up. Economics & Product Expertise Coach RM teams on latest products and research available Conduct the market update calls for the RMs on a regular basis This will require being completely updated on the latest market trends (macro, sectoral, domestic, global); is not required to do his own research and only takes the view of the internal research experts. Investment Product Research Source / Evaluate (due diligence) investment products for distributing to the HNW client base of the bank Client calls (along with the RM) to educate, provide details and source investments in these products Regular interaction with the product providers for product updates, market feedback, etc. and internally communicate the same Qualifications Graduation/Post-Graduation from a recognized institute one or more of the following: MBA, CA, CFA, CFP Overall experience of up to 7 years in financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers Role Proficiencies: For successful execution of the job, a candidate should possess the following: Knowledge on financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers. Good understanding of the various investment products including mutual funds, bonds, money market instruments, equity, alternate products, etc Understanding of quantitative asset allocation methodologies. Ability to develop view on risk associated with different product investments. Capability to satisfactorily engage with the client to analyze risk appetite and investment goals. Ability to work with experienced team. Ability to understand, synthesize and communicate insights from central Investment advisory / research team to RMs.

Drive AUM growth and business expansion across IFAs, Banks, and National Distributors. Achieve agreed financial targets and profit growth through the development of existing and new premiere relationships

Provide support to Clients and Relationship Managers for investment-related activities across all asset classes and investment products. KYC Documentation & Processing. Checking CKYC Compliance. Transfer, Gift and Transmission of Funds. Demat, Broking and F&O Account Opening. Demat, re-mat of shares and other securities.

Work closely with bank branch staff to drive life insurance sales. Leads are provided by the bank branch Build strong relationships with bank customers & staff. Meet and exceed assigned sales targets. Provide excellent post-sales service and support. Required Candidate profile Must be a Graduate Minimum 1+ year of experience in BFSI, Insurance Strong communication & relationship-building skills Local candidates preferred for better customer connect Call at: +91 93279 16832

Role & responsibilities Preferred candidate profile

Energetic and goal-driven Relationship Managers for our Mumbai office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR or call 9824555536 Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives

We are seeking a reliable and detail-oriented Janitor to maintain the cleanliness and organization of our facility. The ideal candidate will ensure all areas are tidy, sanitary, and well-maintained. *Key Responsibilities:* 1. Clean and maintain floors, walls, and surfaces 2. Empty trash and recyclables 3. Restock supplies (paper products, soap, etc.) 4. Clean restrooms and kitchens 5. Perform minor repairs and maintenance tasks 6. Ensure compliance with safety and health regulations

Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customers along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good communication skills Comfortable working in a full- fledged sales profile / NTB Acquisition Customer orientation High energy levels with a motive to succeed Qualification, Experience & Age Criteria: Graduation qualification in any stream Candidates with 1-2 years of experience in NTB Sales Acquisition roles can apply Age Criteria : Maximum 30 Years of age. Interested Candidates can directly walk in at below mentioned address :- Date and Day - 30th July 2025 (Wednesday) Time - 11:00 AM to 02:00 PM Interview Venue - Kotak Mahindra Bank, Noida Sector 63, Noida (Near Noida Electronic City Metro Station) Location Hiring For - Noida Extension Only Contact Person - Aatish Verma (HR) and Amit Srivastava (Area Manager)

HDFC Bank is hiring for RM role - Mutual Funds as a part of Capital & Commodity Markets Vertical - Mumbai. Role & responsibilities Deepen the relationship with MFs (existing and new) Broaden the engagement across Collections, Payments of the MFs and AMCs Acquire key NTBs across payment aggregators, MF platforms, large service providers to MFs, key IFAs Explore asset opportunities Work on renewing / setting up Credit lines on existing and new MFs and manage the limits Win and implement CMS mandates (NACH) with MFs and ecosystem players in coordination with CMS product and operations Win dividend mandates of MFs Implement API / H2H solutions Explore business opportunities across FX, collections for AIFs and administrative payments of AMCs Responsible for compliance of KYC / AML requirements of the Bank Create cross sell opportunities with the Bank relationships for other divisions of the Banks like Custody, Retail (Salary and KO accounts) etc. Preferred candidate profile Good understanding and hands on experience of MF , Financial Institutions and Transaction banking. Knowledge of RBI and SEBI regulations governing Credit and MFs Working knowledge of core banking and other systems of the Bank Understanding of AML / KYC guidelines and processes. Credit skills, specifically FI Credits Exposure in handling FINTECH companies will be added advantage .

Acquire and onboard HNI/UHNI clients and drive revenue through investment products. Assess client portfolios and provide strategic investment advice. Analyze clients' financial goals and design strategies to meet their objectives. Required Candidate profile Graduate/Postgraduate in any discipline Minimum 5 years in Wealth Management or Private Banking Candidates from Wealth Platforms or Banking Sector preferred Financial markets & investment products

Responsibilities: * Manage CRM database for equity, mutual fund, and stock market clients. * Collaborate with sales team on lead generation and conversion. * Analyze customer data to identify trends. Other domain candidates please don't apply Annual bonus

As a Relationship Manager - Wealth with a minimum of 3 years of experience, you will be responsible for acquiring and managing clients for various investment products such as Mutual Funds, Stock Markets, Insurance, and other financial instruments. Your role will require you to possess a strong understanding of investment strategies and be able to confidently address queries related to Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management. To be considered for this role, you should hold a Bachelor's degree in Commerce (B.Com) or an MBA in Finance with a good knowledge of Mutual Funds. Additionally, possessing certifications such as Chartered Wealth Manager (CWM), Certified Financial Planner (CFP), AMFI Mutual Funds certification, or NISM Dealer Module would be advantageous. Your primary responsibilities will include managing and growing a portfolio of High Net Worth Individual (HNI) clients by offering expert investment advice, wealth planning, and personalized financial solutions. You will be required to build and maintain strong relationships with clients, provide advice on various investment products, conduct regular portfolio reviews and risk assessments, onboard new clients, offer customized investment solutions, and stay updated on market trends and regulatory changes. In summary, as a Relationship Manager - Wealth, you will play a crucial role in client acquisition and retention through the delivery of tailored financial solutions and investment advice to HNI clients.,

As a seasoned sales professional in the financial services sector, your primary responsibility will be to lead B2B sales efforts for financial solutions and services within the capital markets and investment space. Your focus will be on acquiring and engaging institutional clients such as Merchant Banks, Investment Banks, AIFs, Fund Management Entities, etc. Your role will specifically cater to the Corporate RTA department of the company, and while based in Mumbai, it will involve working with PAN India clients. Your responsibilities will include actively engaging with various institutional clients to position the company as the preferred RTA for issuer services. You will be required to establish Channel Partner relationships with PCAs, PCSs, and Industry Associations. Driving end-to-end sales efforts for financial and compliance-based solutions will be a key aspect of your role. Identifying and engaging with CXO-level stakeholders across capital market and financial institutions, building strategic partnerships, and managing key accounts to ensure long-term engagement will also be part of your duties. Additionally, you will need to actively scout and target new opportunities by staying updated on industry trends and regulatory needs. Collaboration with internal teams to develop client-specific offerings and proposals is essential. Maintaining a healthy sales pipeline and ensuring timely closures in line with business targets, as well as representing the organization in industry discussions, networking forums, and client meetings, are crucial components of this role. To excel in this position, you should have 12-15 years of B2B sales experience in financial services, with a strong exposure to capital markets, mutual funds, or investment banking. Your network and relationship-building skills with CXO-level decision-makers should be excellent. A proven track record of solution selling in highly regulated and competitive sectors is required. A strong understanding of financial products, compliance processes, and institutional client needs is essential, along with excellent communication, negotiation, and presentation skills.,

The Wealth/Fixed Income department is looking to fill 5 positions in multiple locations including Jodhpur, Jaipur, Udaipur, Kota, and Ahmedabad. As a candidate, you should have a minimum of Graduation level qualification. We are seeking professionals with a minimum of 2-3 years of experience in Fixed Income, Mutual Funds, or Insurance segments at senior positions. If you meet these qualifications, we encourage you to apply for this exciting opportunity.,

FIN-SOFT SOLUTIONS is a software product company located in Ahmedabad, specializing in products within the Banking and Financial Services (BFSI) domain. Our flagship product, WT CORP, is utilized by private banks, financial advisors, and asset management companies. We are currently looking for experienced and diligent team members who are enthusiastic about contributing to innovative projects in the BFSI sector. The ideal candidate will possess a self-driven and self-motivated attitude, with a focus on delivering results. If you are interested in joining our team, please submit your resume detailing your educational background, work experience, and current compensation package to careers@fin-soft.com. These positions are based in Ahmedabad. Functional Analyst Responsibilities: - Candidates should have a background in Finance or Accounting, with qualifications such as an MBA, CA, or CFA. - Strong analytical and problem-solving abilities are essential for this role. - Proficiency in tools like MS Excel and SQL is required. - Previous exposure to capital markets, mutual funds, and wealth management will be considered an advantage.,

The Financial Advisor role involves being in touch with investors over the phone and updating them about the latest ongoing schemes, which include Mutual Funds, Bonds, etc. You will assist investors in making wise investment decisions based on various factors. Business development and acquiring new investors are key criteria for performance evaluation. As a Financial Advisor, you are required to have a minimum of a graduate degree from any stream. Freshers are encouraged to apply for this position. The remuneration for this role will be as per company norms. The working days for the first 6 months are Monday to Saturday, and after 6 months, you will have alternate Saturdays off. Candidates from the western line of Mumbai are preferred for this position. This is a full-time job opportunity with benefits such as leave encashment and Provident Fund. The educational requirement for this role is a Bachelor's degree, and having a total of 1 year of work experience is preferred. If you meet the qualifications and are interested in working as a Financial Advisor, we encourage you to apply for this position.,

As a valued member of our team at FIS, you will be at the forefront of the ever-evolving world of fintech, where our innovative solutions impact markets, companies, and individuals globally. If you are driven to be a part of shaping the future of finance, we invite you to join us in our mission. In this role, you will gain exposure to various facets of Investment operations within Loan Administration. Your responsibilities will involve active participation in the day-to-day processes of Trade processing, Settlements, and Reconciliation teams. You will be part of the BPS team within Capital Markets managed services, supporting multiple clients in the Credit Market sector. The team focuses on Trade processing, Trade settlements, Asset servicing, Reconciliations, Client Service, and Middle office services. Your main tasks will include processing transactions across different asset classes, handling funding memos and pricing letters for Euro and USD deals, managing rekeying, restructuring, block movements, and corporate actions, among others. You will also play a key role in reconciling client asset holdings and cash with trustees, communicating with business units for query resolution, and providing training to new staff. To excel in this role, you should hold a Bachelor's degree or equivalent education and have 3 to 6 years of experience, preferably in trade processing and settlements. Proficiency in reconciliation, client communications, and domain knowledge of financial products such as Syndicate Loans, CLO, CDO, Bonds, Mutual Funds, Derivatives, Equities, and MBS is essential. Additionally, familiarity with FIS products like IntelliMatch, Investran, and VPM would be advantageous. We are looking for individuals with strong analytical skills, organizational abilities, and a proactive approach. Proficiency in Microsoft Excel and VBA Macro, as well as excellent written and verbal communication skills, are necessary. Collaboration and adaptability are key traits, as you will work closely with diverse teams and manage multiple tasks efficiently. If you have experience in VBA, Excel Macro, fluency in English, and a structured approach to prioritizing tasks based on client requirements, you will be an ideal fit for this role. Being a self-starter with a team-oriented mindset and a readiness to work in flexible shifts to support US clients will be highly valued. At FIS, we provide a supportive environment for your career growth, extensive health benefits, global career mobility options, award-winning learning opportunities, and flexibility in work arrangements. Join us to make a meaningful impact and collaborate with global teams and clients in shaping the future of fintech.,

We are looking for a competitive and trustworthy Senior Relationship Manager to help us build up our business activities. Your responsibilities will include discovering and pursuing new sales prospects, negotiating deals, and maintaining customer satisfaction. Your role requires a deep understanding of financial markets and researching suitable investment opportunities for clients. Responsibilities: 1. Investment Advisory - Provide expert guidance on mutual funds, market trends, and investment strategies. 2. Mutual Fund Sales & Business Development - Identify and acquire new clients, drive sales of mutual funds, and achieve business targets. 3. Client Relationship Management - Build and maintain strong relationships with existing and potential clients. 4. Portfolio Management - Analyze client portfolios, suggest fund allocations, and ensure optimal returns. 5. Market Analysis - Stay updated on financial markets, regulatory changes, and industry developments. 6. Cross-Selling & Upselling - Promote other financial products and services based on client needs. Requirements: 1. Proven experience of minimum 2 years in acquiring and selling financial products (Mutual Funds, Insurance) to HNIs 2. Effective communication skills (both oral and written) 3. Natural flair for sales and investments 4. Valid certification of NISM V A is a plus

Job Description Wealth Relationship Manager Roles and Responsibilities Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Postgraduate with relevant Experience. Good relationship management and service focus skills. Good communication and presentation skills. Investment Product knowledge is mandatory. Perks & Benefits: Bi-annual appraisal program. Growth in fixed CTC twice in a year with attractive quarterly incentives.

Key Responsibilities and Accountabilities (KRAs) 1 . Distributor Management Manage a portfolio of assigned distributors Push distributors to achieve business targets and grow their loan against mutual funds portfolio Build and maintain long-term relationships with distributors Conduct regular meetings and check-ins to understand distributor needs and challenges 2. Business Development Encourage and motivate distributors to increase their loan against mutual funds business Identify and capitalize on growth opportunities within the distributor network Collaborate with distributors to develop strategies for expanding their customer base 3. Problem Solving and Support Act as the primary point of contact for distributors and their customers Promptly address and resolve issues faced by distributors and their customers Escalate complex problems to appropriate internal teams and follow up until resolution 4. Distributor Education and Enablement Guide distributors on how to enable their customer base to take loans against mutual funds instantly Provide training and resources to help distributors understand company's products and processes Share best practices and success stories to inspire and educate distributors 5. Reporting and Analysis Maintain accurate records of distributor performance and interactions Prepare and present regular reports on distributor business growth and relationship status Analyze trends and provide insights to improve distributor performance and satisfaction Qualifications and Skills Bachelor's degree in Business, Finance, or a related field 3+ years of experience in relationship management, preferably in the financial services sector Strong understanding of mutual funds and loan products, especially loans against mutual funds Excellent communication and interpersonal skills Proven track record in managing business relationships and driving growth Strong problem-solving and analytical skills Proficiency in MS Excel and CRM software Personal Attributes Self-motivated and results-oriented Excellent relationship-building skills with the ability to work effectively with diverse stakeholders Adaptable and able to work in a fast-paced environment High level of integrity and professionalism Enthusiasm for financial technology and innovation Customer-centric approach with a passion for solving problems

Responsible for building relationships with Retail MFDs, Wealth Management counters, and National Distributors offering advisory on AMC Products that drive business into the funds

Generate Leads, Build Personal Touch, Client Relationship Management, Wealth Management, Market Awareness