4685 Mutual Funds Jobs - Page 11

Max Life Insurance Company Limited is looking for Relationship Associate - Bancassurance to join our dynamic team and embark on a rewarding career journeyA Relationship Associate typically refers to a role within the financial services industry, particularly in banking or investment firms. As a Relationship Associate, your primary responsibility is to support and manage client relationships to ensure customer satisfaction and promote business growth. Here are some common duties and responsibilities associated with the roleClient Relationship Management Building and maintaining strong relationships with clients is a key aspect of the role. Relationship Associates interact with clients to understand their financial needs, provide personalized service, address inquiries or concerns, and offer appropriate solutions or recommendations.Account Management Relationship Associates oversee client accounts, including opening new accounts, updating account information, and processing transactions. They ensure accurate record-keeping and handle any account-related administrative tasks.Financial Advisory Support Relationship Associates assist clients by providing basic financial advice and guidance. They may explain investment options, discuss risk tolerance, and help clients make informed decisions based on their financial goals.Cross-Selling and Upselling Relationship Associates identify opportunities to cross-sell or upsell additional products or services to existing clients. This involves analyzing client needs and suggesting relevant solutions that align with their financial objectives.Product Knowledge It is important for Relationship Associates to have a deep understanding of the financial products and services offered by their organization. They should be able to explain product features, benefits, and associated risks to clients.

• Lead & manage the team ensuring business targets are met. • Manage recruitment of Sales Persons. • Develop & Implement sales strategies to achieve revenue goals. • Provide training & assign task to Sales team. • Manage Performance report of Team. Required Candidate profile -Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. M - piyush@sresthinfo.com M - 7984704065 ( Sr. HR Piyush ) Perks and benefits On Roll Job + High CTC Incentives + Allowances

The Company identified the potential of the Internet to cater to a mass retail segment and transformed its business model from providing information services to institutional customers to retail customers. Money Honey leveraged its position as a provider of financial information and analysis by diversifying into transactional services, primarily for online trading in shares and securities and online as well as offline distribution of personal financial products, like mutual funds, fixed deposits, debentures and RBI Bonds. Tasks Explain (over the phone) the various types of investment product features and financial services to potential clients. Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals Develop and deepen client relationships. Educate clients and answer questions about investment options and potential risks. Recommend investments to clients or select investments on their behalf. Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning. If needed, Meeting with clients to understand their needs and demands. Preparing financial plans with a mix of short and long term investments. Providing periodic updates on the performance of investment portfolios. Monitor clients accounts and determine if changes are needed to improve account performance or to accommodate life changes. Requirements Graduate Fresher Finance Knowledge Mathematics Updated: 1 hour ago

Identify & develop business by networking within the community Schedule & conduct meeting with potential client Build & maintain relations with clients to foster trust & customer satisfaction exceed sales targets established by management Required Candidate profile -Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. M - piyush@sresthinfo.com M - 7984704065 ( Sr. HR Piyush )- Perks and benefits On Roll Job + High CTC Incentives + Allowances

Candidate will be Responsible for Direct Sales of Demat and Retail accounts acquisition for equity, commodity, and currency. Responsible for generating revenue like Insurance, Bonds, FDs Develop and maintain a Long-term relationship with customers Required Candidate profile A Person Having Knowledge of, Demat/Mutual Fund/Bond/FD/PMS/AIF Sales Product: Mutual Funds, PMS & AIF Market Knowledge Compliances

Associate Manager II - Business Development (Fund Raising) Location Bangalore About the Team The Fundraising partnerships team at Navi works with various financial institutions to secure debt funds along with establishing partnerships for co-lending. This is an essential role for driving the lending business. Their efforts ensure that the business has the financial resources needed to support and expand Navis lending offerings, ensuring smooth operations and sustainable growth. About the Role This is a high-impact role at the intersection of finance, strategy, and execution. As Manager Business Development (Fundraising), you will play a pivotal role in shaping Navi Finserv s capital strategy while operating in a fast-paced, entrepreneurial environment. This role demands not only deep technical expertise but also strategic foresight and relationship acumen. You ll be expected to bring structure to ambiguity, influence both internal and external stakeholders, and consistently deliver outcomes that fuel Navi s ambitious growth trajectory. What We Expect From You Spearheading impactful deal execution From identifying and onboarding new lenders and investors to structuring and negotiating terms across NCDs and CPs. Youll own the entire deal lifecycle, ensuring seamless closure and compliance. Cultivating strategic partnerships Deepen relationships with existing lenders and expand our network by leveraging your expertise and connections with HNIs, family offices, and corporates to kickstart their investment journey in Navi through NCDs and CPs. Influencing strategic direction Your feedback on market dynamics, regulatory shifts, and your valuable market intelligence will contribute to key decisions at Navi. Leading cross-functional collaboration Youll be driving seamless collaboration with Legal, Finance, secretarial and Business teams, ensuring alignment and efficient execution. Elevating Navi Finservs presence Represent our dynamic organization professionally with external stakeholders, building trust and fostering long-term partnerships. Must Haves 2+years of experience in /Business Development/Partnership Alliances/Relationship Management/Fund Raising role (preferably with a Financial Institution) Strong track record in executing and originating debt deals especially with NBFCs or BFSI clients Deep understanding of RBI regulations, investor requirements, and funding nuances Experience working with a broad investor base Family offices, Corporates, HNIs, etc. Skilled in negotiation,structuring, investor storytelling, and internal alignment Sharp, strategic thinker with high ownership, agility, and maturity under pressure Ready to take ownership of critical funding initiatives and drive strategic growthJoin Navi Finserv and make your mark. Work Location Travel Based in Bengaluru Frequent travel to Mumbai and other financial hubs for investor engagement and roadshows Inside Navi We are shaping the future of financial services for a billion Indians through products that are simple, accessible, and affordable. From Personal Home Loans to UPI, Insurance, Mutual Funds, and Gold we re building tech-first solutions that work at scale, with a strong customer-first approach. Founded by Sachin Bansal Ankit Agarwal in 2018, we are one of India s fastest-growing financial services organisations. But we re just getting started! Our Culture The Navi DNA Ambition. Perseverance. Self-awareness. Ownership. Integrity. We re looking for people who dream big when it comes to innovation. At Navi, you ll be empowered with the right mechanisms to work in a dynamic team that builds and improves innovative solutions. If you re driven to deliver real value to customers, no matter the challenge, this is the place for you. We chase excellence by uplifting each other and that starts with every one of us. Why Youll Thrive at Navi At Navi, it s about how you think, build, and grow. You ll thrive here if You re impact-driven You take ownership, build boldly, and care about making a real difference. You strive for excellence Good isn t good enough. You bring focus, precision, and a passion for quality. You embrace change You adapt quickly, move fast, and always put the customer first.

Job title Associate Alternative Fund Services Cash Operations (AFS Cash Team) Short Description Driving impact for Private Equity & Hedge Fund clients with Global Cash Operation Posting description The AFS Cash team delivers comprehensive outsourced fund administration solutions for fund sponsors (General Partners) and institutional investors (Limited Partners) in private equity and real estate assets as well as Hedge Fund Administrators. AFS Cash provides services that address key back office and middle office tasks which allow clients to focus on their core investment activities, while maximizing returns for investors and keeping business processes streamlined and efficient. The AFS Cash team is essentially the cash processing unit for Private Equity and Hedge Fund Services. Job Responsibilities As a Cash Processing Associate, you will be responsible for managing the processing of daily cash movements associated with AFS Cash activity. You will be required to accurately process transactions into business systems, facilitate the booking of all foreign currency trades with JPMorgan s desk, and confirm all outgoing wire transactions are settled by the receiving institutions. In addition, you will need to ensure that all transactions are properly funded and that all excess balances are swept into overnight deposits as needed. In addition to day-to-day tasks, you will be the frontline manager for the team and will be heavily involved in servicing tier 1 clients. As a manager, you will be accountable for team performance and must approve and finalize all cash transactions. You will be responsible for managing and balancing daily workflow and the workload for the team, identifying and mitigating potential risks, and maintaining an efficient control environment and procedures. Required qualifications, capabilities and skills Good knowledge & understanding of capital market, accounting and cash management Working knowledge of cash investment management and payment control mechanism Understanding of traditional and non-traditional products - Private Equity, Hedge Fund, Mutual Fund 9+ years of experience with Graduation/Post-Graduation degree/diploma & proficiency in computer applications. 3 + Years in a Supervisory or Management role a plus Preferred qualifications, capabilities and skills Ability to lead a team, collaborate and solve problems that involve multiple stakeholders Ability to take initiative, multitask, adapt to change & strong follow through Dedicated to superior client service and ability to remain poised under pressure Innovative, enthusiastic, attention to detail and keen to deliver accuracy Strong interpersonal & organizational skills with a drive for impeccable quality Team player with a professional, proactive, and positive approach to work Job title Associate Alternative Fund Services Cash Operations (AFS Cash Team) Short Description Driving impact for Private Equity & Hedge Fund clients with Global Cash Operation Posting description The AFS Cash team delivers comprehensive outsourced fund administration solutions for fund sponsors (General Partners) and institutional investors (Limited Partners) in private equity and real estate assets as well as Hedge Fund Administrators. AFS Cash provides services that address key back office and middle office tasks which allow clients to focus on their core investment activities, while maximizing returns for investors and keeping business processes streamlined and efficient. The AFS Cash team is essentially the cash processing unit for Private Equity and Hedge Fund Services. Job Responsibilities As a Cash Processing Associate, you will be responsible for managing the processing of daily cash movements associated with AFS Cash activity. You will be required to accurately process transactions into business systems, facilitate the booking of all foreign currency trades with JPMorgan s desk, and confirm all outgoing wire transactions are settled by the receiving institutions. In addition, you will need to ensure that all transactions are properly funded and that all excess balances are swept into overnight deposits as needed. In addition to day-to-day tasks, you will be the frontline manager for the team and will be heavily involved in servicing tier 1 clients. As a manager, you will be accountable for team performance and must approve and finalize all cash transactions. You will be responsible for managing and balancing daily workflow and the workload for the team, identifying and mitigating potential risks, and maintaining an efficient control environment and procedures. Required qualifications, capabilities and skills Good knowledge & understanding of capital market, accounting and cash management Working knowledge of cash investment management and payment control mechanism Understanding of traditional and non-traditional products - Private Equity, Hedge Fund, Mutual Fund 9+ years of experience with Graduation/Post-Graduation degree/diploma & proficiency in computer applications. 3 + Years in a Supervisory or Management role a plus Preferred qualifications, capabilities and skills Ability to lead a team, collaborate and solve problems that involve multiple stakeholders Ability to take initiative, multitask, adapt to change & strong follow through Dedicated to superior client service and ability to remain poised under pressure Innovative, enthusiastic, attention to detail and keen to deliver accuracy Strong interpersonal & organizational skills with a drive for impeccable quality Team player with a professional, proactive, and positive approach to work

Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG 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 Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language

Job Description About the team The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients. At FIS we provide a service to clients via various channels like Transaction processing, Chat etc. Customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping. What you will be doing : Verifying and inputting customer requests to ensure information is correct and in good order, and takes appropriate action. Performing quality control activities to ensure quality standards are met. Producing template email or written correspondence to customers, when appropriate Adhering to all policies & procedure guidelines and divisional operational metrics/standards to achieve operational, productivity and quality Adhering to all fund/company policies and regulatory controls/requirement Identifying improvement opportunities to streamline business processes resulting in greater efficiencies, productivity and/or service Guiding/mentoring peers on less complex processes Excellent customer service skills that build high levels of customer satisfaction Strong phone, verbal and written communication skills, along with active listening Customer focus and adaptability to different personality types Demonstrates effective people skills and sensitivities when dealing with others Ability to work both independently and in a team environment What you bring: 1 to 3 Years of experience from Mutual fund and transfer agency process or Finance Shift time 8:30 PM to 6:30 AM Ready to work in night shifts (5 days in a week) Hybrid model 3 days in a week. Excellent communication and interpersonal skills Excellent knowledge of Customer Services; Global mindset (Desirable) What we offer you: A career at FIS is more than just a job. It s the change to shape the future of fintech. At FIS, we offer you: A voice in the future of fintech Always-on learning and development Collaborative work environment Opportunities to give back Competitive salary and benefits

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES 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 Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work. Career Opportunities Position DM - Customer Advisory Team Deputy Manager- 5B Department Customer Advisory Team Reporting to Branch Relationship Manager JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES 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 Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.

Ensure effective and smooth relationship with corporate / Banks / distributors and agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling & managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market & industry analysis. Generating & increasing sales. Developing agents & distribution network. Selection & motivation of agents/distributors. Relationship management.

Relationship Manager - (Sales and Distribution) Experience : 2 to 4 Years Full-Time Role Location : Lucknow Organization Background: A NBFC duly registered with and regulated by RBI Building Digital First Secured Lending Platform Backed by Marquee Investors- Angels & Institutions. Responsibilities: Developing the offline B2B2C channel for the LAS (Loan Against Securities) product Onboarding Partners Understanding the needs of each partner and convincing them to partner with Abhiloans. Regular engagement with Partners, impart Product Training, manage campaigns, organize and participate in networking events. Driving business volumes and targets through onboarded partners. Required Skill Sets : 2 to 4 Years of experience in Distribution of Financial Products. Exposure and understanding of Capital Markets, Loan Against Securities, Credit Products will be Preferred Prior work experience with Mutual Fund AMC, Mutual Fund Distributors, Wealth Managers, DSA s, Share Brokers will be an added advantage. Good Written and Spoken English along with effective Communication and Presentation skills are required. Ability To Communicate Effectively Pleasant Personality and ability to leverage existing contacts, networks in the financial services industry. Educational Qualifications: Minimum requirement of a Bachelor s Degree from a recognized University

About Company: Bajaj Capital Limited ("Bajaj Capital") is Indias premier "Investment Services" Company, with over 58 years of experience in helping people protect and grow their wealth. Weve helped to create more millionaires than any other firm in India. But its our deep personal relationships with clients that truly sets us apart. Bajaj Capital holds the Certificate of Registration [INM000010544] to act as Merchant Banker (Cat-I), Underwriter, Depository Participant [IN-DP-NSDL-267-2006] of NSDL, granted by the SEBI. Further, Bajaj Capital is an AMFI Registered ARN [0010] holder and has also been granted the CoR [Regn.No.03310] to act as Point of Presence by the PFRDA for the NPS Schemes. Our bouquet of services includes: Personalized Investment Services : We create a customized snapshot using our proprietary 360 degree financialassessment tool.Our proprietary 360 Financial Assessment Tool is a unique scientific method that takes an all-round view ofinvestments using 3 steps: Need Analysis Scheme Selection Efficient Execution Our service really begins when you have completed your first transaction through us. Our aim is to be continuously intouch with you with new offerings. Bajaj Capital is a distributor of financial products and is remunerated by the productproviders. As distributors of financial products, we are truly unbiased in scheme selection and help you in efficientexecution of your transactions. Hassle-free administration Timely updates, regular portfolio reviews and 24x7 onlinecall centre support to keep your investments on track. Pan-India presence With over 120 offices in 70 cities acrossIndia, we strive to maintain a consistency of relationship and experience. Position: Senior Relationship Manager Job Description: Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross - sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Knowledge: Product Knowledge - have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management - understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals. Financial planning/ Investment Advisory - have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients. Skills: Social/Interpersonal Skills : have excellent socializing and relation building skills. Communication Skills : have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Analytical Skills : Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Work to achieve targets : Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Compliance : follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company

Divisional Overview: The Risk Division is a team of specialists charged with managing the firm s credit, market, liquidity, operational and insurance risk. Whether assessing the creditworthiness of the firm s counterparties, monitoring market risks associated with trading activities, or offering analytical and regulatory compliance support, our work contributes directly to the firm s success. The division is ideal for collaborative individuals who have strong ethics and attention to detail. Department Overview: Credit Risk (CR) is responsible for managing the firm s credit exposure to its trading and lending counterparties. Leveraging its extensive expertise in financial, credit and risk analysis, CR ensures that credit exposure to our counterparts is managed within the firm s risk appetite. Staffed with more than 270 professionals, CR operates through 12 different offices around the world and credit professionals work closely with many areas of the firm. Given this structure, CR professionals gain diverse financial experience and a broad perspective on how the entire firm functions. The interaction with numerous departments and the range of projects that ensue allow for a challenging, varied and multi-dimensional work environment. RESPONSIBILITIES AND QUALIFICATIONS Responsibilities: Evaluate derivatives and financing transactions across Global Market clients, reviewing and approving risk taking across this sector Assess the credit and financial strength of the firms hedge fund, mutual fund, private equity fund and Financial Institution counterparts by performing fundamental credit analysis of counterparties using both quantitative and qualitative factors Assess risk of transactions through reviews of quantitative models, portfolio analysis, stress testing, and other methods Approve transactions and opine on risk mitigation for products (fixed income funding, equity derivatives, prime brokerage, swaps, etc) based on counterparty and trade details. Hold risk conversation with respective sales and trading teams Perform counterparty reviews, including recommending appropriate internal risk rating for each counterparty and setting credit limits Basic Qualifications: 3-5 years of experience in a finance or risk role Knowledge of capital markets, including derivatives and/or repo products preferred Strong analytical, communication, and organizational skills required Bachelor s degree (Master s preferred) in business or finance Competencies: Functional Expertise and Technical Skills Knowledge of financial markets, risk analysis and current risk management practices as well as strong technical skills required for the role. Values attention to details, takes initiative to broaden his/her knowledge and demonstrates appropriate financial/analytical skills Client and Business Focus - Builds trusting, long-term relationships with clients, helps the client to identify/define needs and manages client/business expectations Teamwork Gives evidence of being a strong team player, collaborates with others within and across teams Communication Skills - Communicates in a clear and concise manner, shares information/new ideas with peer group and team, while demonstrating judgment to escalate as appropriate Judgment and Problem Solving - Thinks ahead, anticipates questions, plans for contingencies, finds alternative solutions and identifies clear objectives. Sees the big picture and effectively analyzes complex issues Creativity and Influence- Looks for new ways to improve current processes and develop creative solutions that are grounded in reality and have practical value We believe who you are makes you better at what you do. Were committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers . The Goldman Sachs Group, Inc., 2020. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female / Minority / Disability / Veteran / Sexual Orientation/Gender Identity

Ensure effective and smooth relationship with corporate / Banks / distributors and agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEOs. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling & managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market & industry analysis. Generating & increasing sales. Developing agents & distribution network. Selection & motivation of agents/distributors. Relationship management.

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

Roles and Responsibilities Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase wallet share and cross-sell products. Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross selling. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Collaborate with other departments (e.g., product development) to launch new initiatives that meet customer needs. Desired Candidate Profile BFSI/Banking Experience: Candidates must have at least 2-5 years of experience in customer portfolio management and must have knowledge of CASA. Age Limit: Applicants should be 35 years or less. Mandatory Min Qualification: Graduation from a UGC recognized university. Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, cross selling concepts. Excellent communication skills for effective relationship-building with clients and internal stakeholders. Ability to work independently as well as part of a team towards achieving shared goals. Acquisition Managers/ Premier Acquisition Manager- Business Banking Source customers for Current and Savings Accounts (CASA) products. Generate leads form open market. Achieve sales targets for CASA and cross-sell financial products. Minimum 1-5 Years of CASA Field Sales experience or BFSI Sales experience and currently employed. Interested candidates can share CVS to Below Mail Id: Praveen Kumar Racharla-HR PraveenKumar.Racharla@kotak.com

Managing & PL of the Branch.

You will be responsible for overseeing the performance and operations of multiple branches within the Bangalore region. This includes direct management of Branch Heads, as well as the PCG Sales and Sales Trader teams.

Title- Growth Management- Mutual Funds Group: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytms mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the Role: Drive user acquisition, engagement, and retention for our Mutual Funds platform, accelerating growth and increasing market share in the mutual fund investment space. Responsibilities: - Develop and execute data-driven growth strategies to boost user adoption and transaction volume for mutual fund products, with a primary focus on driving SIP registrations. - Design and implement A/B tests and experiments to optimize user journeys, improving key metrics such as conversion rates, SIP sign-ups, and customer retention. - Analyze investor behavior and identify opportunities for product enhancements, marketing campaigns, and customer segmentation. - Collaborate with marketing, product, and engineering teams to launch and refine growth initiatives focused on mutual fund investors. - Monitor and report on key performance indicators (KPIs) such as SIP registrations, assets under management (AUM), customer acquisition cost (CAC), and customer lifetime value (CLTV), providing actionable insights to stakeholders. - Identify and leverage new distribution channels, partnerships, and digital platforms to expand reach among mutual fund investors. - Plan and execute promotional campaigns in collaboration with Asset Management Companies (AMCs) to promote specific mutual fund schemes and drive targeted investments. - Implement user feedback loops to improve product experience, enhance investor satisfaction, and increase loyalty. - Focus on increasing repeat investments and enhancing overall investor lifetime value. Requirements: - 4-6 years of experience in growth marketing, product growth, or related roles. - Proven track record in driving growth, preferably within the fintech, investment, or financial services sectors. - Strong analytical skills with proficiency in tools such as Clevertap, Google Analytics, SQL, or similar platforms. - Hands-on experience with A/B testing and experimentation frameworks. - Deep understanding of user acquisition, engagement, and retention strategies specific to financial products or investment platforms. - Familiarity with digital marketing channels, campaign management, and performance marketing techniques. - Prior experience or understanding of the mutual funds industry or broader financial services is highly preferred. - Experience working with AMCs or managing promotional partnerships is a plus. - Excellent communication, collaboration skills, and a data-driven, results-oriented approach. Why join us A collaborative output driven program that brings cohesiveness across businesses through technology Improve the average revenue per use by increasing the cross-sell opportunities A solid 360 feedback from your peer teams on your support of their goals Compensation : If you are the right fit, we believe in creating wealth for you With enviable 500 mn+ registered users, 17 mn+ merchants and depth of data in our ecosystem, we are in a unique position to democratize credit for deserving consumers & merchants- and we are committed to it. Indias largest digital lending story is brewing here. Its your opportunity to be a part of the story!

Role & responsibilities :- To trace opportunities for improving the service proposition and implement them To assist RM in resolution of escalated queries / complaints related to operations To co-ordinate with the third parties for ensuring early resolution of issues / requests from clients To undertake projects relating to client services operations To handle escalated transactions of high value customers To send MIS or market reports to clients on timely basis To make monthly and quarterly market reports / presentations. Desired profile:- To resolve client inquiries, and making sure key client information and documentation is up to date To onboard new client accounts, which includes the collection of required documentation and client information To perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage , business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Good Communication Skills Spoken and written English Good with Microsoft Office and Excels Relationship skills necessary to manage high end distributors & investors Basic knowledge of MF products & Market knowledge High Enthusiasm & Aggression

As consultant working within an Agile Team environment where IBM, Client and Client Partner employees are working. TCS Bancs customization experience as Designer & developer roles. Work as consultant within Core Banking (TCS Bancs) development and support team where focus is to design & develop strong, robust system Required education Bachelor's Degree Preferred education Master's Degree Required technical and professional expertise Person with experience working on TCS BANCSLINK and Core banking solutions - TCS BANCS Technical skills experience required with BaNCS, Sql, Unix Shell Scripting; Must have experience with Enhancement, Customization and Implementation of Core Banking Solution -TCS BANCS Must have experience with TCS BANCS Modules like Loans & NPA Should be able to understand/design the transactions flow from Front End to FINET Core Banking Preferred technical and professional experience Good to have banking domain knowledge.

Role & responsibilities : Managing distributors on Western line of Mumbai. Predominantly from Andheri to Churchgate. Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors Work towards increasing Market share across product categories. Updating Distributors on markets, product & services. Engaging with Distributors (Independent Financial Advisors) and manage sales Understanding the business model & mobilizing sales accordingly. Relationship management and brand building exercises that enhance visibility and goodwill. Preferred candidate profile 3-6 years of relevant selling experience. Proven record of client value creation. Experience of IFA/MFD Channel Sales & relationship building for Exemplary communication and client engagement skills Domain knowledge of investments / mutual funds necessary.

Responsibilities: * Manage HNIs' wealth through portfolio management & investment advice * Acquire new clients with trading knowledge & MF expertise * Oversee client relationships, ensuring satisfaction & growth

Role & responsibilities To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition Preferred candidate profile Should have 7-15 Years of work experience preferably in Private Bank/Wealth Management set-up Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability) Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above