4685 Mutual Funds Jobs - Page 18

Job Description: Job Title: Business Banking Manager, AS Location: Surat, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the existing lending portfolio and generate new liability business including CASA, deposits, AUM (Mutual fund/PMS) Insurance for the Branch What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under child care assistance benefit (gender neutral) Flexible working arrangements Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Business Clients Credit is responsible for advising/supporting business clients with complex credit financing needs, in line with all applicable regulatory requirements. To generate liability business like Saving accounts, Current Accounts, FD, AUM (MF PMS), Insurance Work includes: Advising on credit-related client solutions and assessing loans from an income and risk perspective, within the existing credit processes Be responsible for preparing credit submissions for approval, and the independent application for credit authority or approvals, whilst also monitoring credit exposures and/or any credit material deterioration over the life cycle of the client relationship Identifying business clients credit needs and proposing suitable products, services and/or solutions Supporting efforts to gain new business and grow earnings potential from existing clients, e.g. at client conferences Advising and guiding teams in the development of bespoke products/solutions/platforms Working with functional and cross-functional colleagues to ensure that products/solutions/platforms meet the needs of the bank/clients. May also participate in the negotiation and execution of mandated transactions with clients Optimal utilisation of resources, and compliance with defined performance targets keeping in line with relevant internal guidelines/controls and regulatory requirements Maintaining and growing business contacts and leads in the lending business Compliance with internal and credit-related regulations, e.g., QS audit results, KWG 18 etc. Implementing regulatory KYC requirements, and maintaining compliance with other applicable regulatory requirements and guidelines Deepening of existing mapped CASA and Investment AUM. Incremental CASA AUM need to build. Your skills and experience The candidate should have experience in servicing and sourcing clients Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background. Candidate should have excellent communication in English and well groomed. Minimum qualification required is Graduation. Minimum Exp should be 5 - 10 Years in relevant field. How we ll support you Training and development to help you excel in your career Flexible working to assist you balance your personal priorities Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams https: / / www.db.com / company / company.htm

Job Description: Job Title: Accounting and Financial and Regulatory Reporting Position, AVP Location: Pune, India Role Description The AVP candidate will support the Treasurer s Office on a wide variety of matters, which includes overseeing the production of financial statements and regulatory filings by the service providers, and oversight of accounting agents for the U.S. mutual funds, ETFs and collective investment trusts (the Funds ). What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Accounting Oversight responsibilities Perform daily/weekly/monthly oversight of the Funds Accounting Agents service levels, including exception-based reporting reviews, issue resolution and coordination of weekly/monthly operational service meetings Provide support to the accounting agent regarding accounting treatment of day-to-day events including corporate actions, trade related issues, treatment of complex securities, income (distribution issues, defaulted bonds, reclaims, etc.) Provide as needed direction to the transfer agents and accounting agents to address fund level issues or errors Provide timely quarterly/annual Accounting Agent related Board reporting Financial and Regulatory Reporting Oversight responsibilities Perform a detailed analytical review of the annual and semi-annual financial and regulatory reports and quarterly filings Review for consistency of information and appropriateness of disclosure to ensure compliance with U.S. Generally Accepted Accounting Principles (GAAP) and U.S. Securities and Exchange Commission (SEC) regulatory requirements. Review and coordinate SEC filings for Form N-MFP, Form PF, Form N-CSR, Form N-PORT and Form N-CEN and other regulatory filings Review and coordinate financial statement and regulatory comments, including those from audit firms, legal, portfolio managers, compliance, President and CFO/Treasurer and data owners. Coordinate meetings with internal and external groups as needed Research comments and coordinate with stakeholders for resolution and direct service provider accordingly Your skills and experience Prior Mutual Fund Accounting and Mutual Fund Administration experience with proficient knowledge of fund accounting, general ledger accounting and regulatory reporting requirements for SEC Registered Investment Companies including mutual funds, ETFs and Closed End Funds, and U.S. Commingled Trusts Technical knowledge of a broad range of securities investments, accounting, and financial reporting including knowledge of U.S. GAAP and SEC Regulation S-X Proficient in Microsoft Office applications with a particular focus on Excel and the use of pivot tables, VLOOKUPs, and macros Educated to bachelor s degree level Detail oriented with the ability to problem solve and recommend solutions Self-starter with strong analytical, communication and organization skills Ability to work effectively both independently and within a team environment Minimum 5-8 plus years of industry work experience Workday to include at least 4 hours overlap with U.S. Eastern Time How we ll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs

Responsibilities: * Manage client relationships through regular communication and meetings * Collaborate with investment team on portfolio management strategies * Identify new business opportunities within existing network

Responsibilities: Lead a team of associates in various verticals of finance that are supporting operations of the Salt Lake City (SLC) Shared Services Center. Be a part of the growth of the team in Bangalore, including recruitment. Liaise with the team in the US regarding their requirements and service level agreements for each role. Be the single point of contact for all SLC stakeholders. Onboarding of associates and help in transitioning the work of each new associate. Responsible for developing and coaching of the team members. Monitoring the quality of work done and manage the flow of day to day operations. Oversee successful completion of all team tasks and responsibilities Continuous Process improvements and any value add that can be implemented in each process from JCPenney Bangalore. Create reports to measure the performance of each vertical and present to the management monthly. Constant communication with the team and associate engagement. Supports departmental and center-wide initiatives and goals. Core Competencies & Accomplishments: Varied exposure to various verticals in Finance Accounts Payable, General Accounting, Fixed Assets etc. Excellent communication and leadership skills. Should have handled a team. Looking for high energy, team-oriented leader who constantly strives for personal and team improvement. Experience/Education: 4-5 years accounting experience is preferred, with the experience of leading a team. B Com graduate/MBA.

* Maintain healthy relations with Customers. * Look for better sales Opportunity to grow company revenue. * Lead and manage the activity of sales team. * Motivate them for Sales. * Handle the walkin customers. * Cross sale of other banking products. Required Candidate profile Any Graduate with Min. 2 year Sales Experience Must be local and have area knowledge Must have valid document of last company Age between 24 to 40 M-hitisha.sresthinfo@gmail.com C - 9106057150 Perks and benefits On Roll Job + High CTC Incentives + Allowances

Primary Role :- Ensure that all leads are approached / called on or before specified Time Period for becoming distributor / Individual Financial Advisors (IFA) for Mutual Fund business. Explaining Mutual Fund Business opportunities and earnings to interested leads. Have to convince interested candidates to join business with NJ as Advisor. Achieve monthly target for recruitment of advisors. Secondary Role :- Prepare MIS as per the instructions of superior. Skills Required: Financial Product and sales knowledge is preferable Good convincing Power & Good Communications skills both verbal and written A Positive and go getter attitude & strong team culture Entrepreneurial drive, passion and enthusiasm.

We re seeking a future team member for the role of Associate, Middle Office II to join our Middle Office team- This role is located in Pune/Maharashtra -Hybrid- In this role, you ll make an impact in the following ways: Middle Office - S4Serves as a lead for the day-to-day operations of a Middle Office support team, providing work direction and technical assistance on complex matters- Leads the daily activities of a Middle Office support team servicing multiple funds- Reviews data and assists in resolving escalated problems that may arise during the normal daily, weekly or monthly accounting and reporting- Supervises the tracking of fund data and trades, as well as the maintenance of records- Establishes data maintenance and summarization processes and procedures to improve team efficiency and best support the Middle Office support team- Searches for fail points in processes and provides error reports to clients in compliance with established service level agreements- Reviews error reports from more junior team members and provides feedback- Ensures error reports from support staff comply with service level agreements before they are shared with Middle Office teams- Escalates external errors- Correction of internal errors is at the discretion of the client- Reviews for exceptions- If exceptions are found, confirms that internal and client procedures were followed, processing was on time and in line with FCC regulations and no unnecessary steps were taken- Checks exceptions identified by more junior level team members- Dictates how support team handles incorrectly managed exceptions and enforces adherence to procedures- Leads team in preparing system-generated reports- Sets standards for teams report output to be shared with client teams- Coordinates review of reports and the sharing of reports with Middle Office teams- Reviews work of junior team members- Assists in identifying and implementing process improvements to reduce audit and financial exposure and improve team efficiency- Supervises a team of Middle Office support staff- May be responsible for specific supervisory review and approval actions-Supports the achievement of team objectives- High school/secondary school or the equivalent combination of education and experience is required- Bachelors degree a plus, mutual fund industry background preferred- 3-5 years of total work experience preferred- Experience in accounting support or the mutual fund industry preferred-- To be successful in this role, we re seeking the following: Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations- Provides product knowledge and technical assistance, determining when the more complex problems should be referred to a supervisor or senior professional- Review and check work of other Client Processing Support staff and help resolve escalated issues- May be responsible for allocating and checking work of other team members- May be responsible for specific supervisory review and approval actions- Responsible for the quality and completion of own work-

We re seeking a future team member for the role of Associate, Middle Office Representative II to join our Middle Office Operations team- This role is located in PUNE, MH HYBRID- In this role, you ll make an impact in the following ways: Serves as a lead for the day-to-day operations of a Middle Office support team, providing work direction and technical assistance on complex matters- Leads the daily activities of a Middle Office support team servicing multiple funds- Reviews data and assists in resolving escalated problems that may arise during the normal daily, weekly or monthly accounting and reporting- Supervises the tracking of fund data and trades, as well as the maintenance of records- Establishes data maintenance and summarization processes and procedures to improve team efficiency and best support the Middle Office support team- Searches for fail points in processes and provides error reports to clients in compliance with established service level agreements- Reviews error reports from more junior team members and provides feedback- Ensures error reports from support staff comply with service level agreements before they are shared with Middle Office teams- Escalates external errors- Correction of internal errors is at the discretion of the client- Reviews for exceptions- If exceptions are found, confirms that internal and client procedures were followed, processing was on time and in line with FCC regulations and no unnecessary steps were taken- Checks exceptions identified by more junior level team members- Dictates how support team handles incorrectly managed exceptions and enforces adherence to procedures- Leads team in preparing system-generated reports- Sets standards for teams report output to be shared with client teams- Coordinates review of reports and the sharing of reports with Middle Office teams- Reviews work of junior team members- Assists in identifying and implementing process improvements to reduce audit and financial exposure and improve team efficiency- Supervises a team of Middle Office support staff- May be responsible for specific supervisory review and approval actions- Supports the achievement of team objectives- To be successful in this role, we re seeking the following: Bachelors degree or the equivalent combination of education and experience is required- Masters degree a plus, mutual fund industry background preferred- 4-5 years of total work experience preferred- Experience in accounting support or the mutual fund industry preferred--

Middle Office - S4Serves as a lead for the day-to-day operations of a Middle Office support team, providing work direction and technical assistance on complex matters- Leads the daily activities of a Middle Office support team servicing multiple funds- Reviews data and assists in resolving escalated problems that may arise during the normal daily, weekly or monthly accounting and reporting- Supervises the tracking of fund data and trades, as well as the maintenance of records- Establishes data maintenance and summarization processes and procedures to improve team efficiency and best support the Middle Office support team- Searches for fail points in processes and provides error reports to clients in compliance with established service level agreements- Reviews error reports from more junior team members and provides feedback- Ensures error reports from support staff comply with service level agreements before they are shared with Middle Office teams- Escalates external errors- Correction of internal errors is at the discretion of the client- Reviews for exceptions- If exceptions are found, confirms that internal and client procedures were followed, processing was on time and in line with FCC regulations and no unnecessary steps were taken- Checks exceptions identified by more junior level team members- Dictates how support team handles incorrectly managed exceptions and enforces adherence to procedures- Leads team in preparing system-generated reports- Sets standards for teams report output to be shared with client teams- Coordinates review of reports and the sharing of reports with Middle Office teams- Reviews work of junior team members- Assists in identifying and implementing process improvements to reduce audit and financial exposure and improve team efficiency- Supervises a team of Middle Office support staff- May be responsible for specific supervisory review and approval actions-Supports the achievement of team objectives- High school/secondary school or the equivalent combination of education and experience is required- Bachelors degree a plus, mutual fund industry background preferred- 3-5 years of total work experience preferred- Experience in accounting support or the mutual fund industry preferred-- To be successful in this role, we re seeking the following: Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations- Provides product knowledge and technical assistance, determining when the more complex problems should be referred to a supervisor or senior professional- Review and check work of other Client Processing Support staff and help resolve escalated issues- May be responsible for allocating and checking work of other team members- May be responsible for specific supervisory review and approval actions- Responsible for the quality and completion of own work-

We re seeking a future team member for the role of Associate, Middle Office I to join our Middle Office Operations team- This role is located in Pune, MH HYBRID role- In this role, you ll make an impact in the following ways: Independently provides accounting and trading support activities for funds of higher complexity- Performs reviews of more complex documents processed from across the Bank to confirm compliance with established processes and procedures- Reviews work of more junior colleagues and provides technical assistance on complex matters- Independently performs complex functions supporting accounting, trading and client services activities including book-keeping and data review- Reviews high volume of documents to ensure processors followed established procedures and took on minimal risk- Leverages strong knowledge of processes of procedures to confirm findings- Reviews findings of more junior staff- Tracks fund data and trades- Maintains records of high complexity in accordance with department policies and procedures- Provides requested data to team members as necessary- Searches for fail points in processes and provides error reports to clients in compliance with established service level agreements- Escalates external errors- Correction of internal errors is at the discretion of the client- Independently reviews for exceptions and may provide guidance to more junior level team members- If exceptions are found, confirms that internal and client procedures were followed, processing was on time and in line with FCC regulations and no unnecessary steps were taken- Prepares system-generated reports or templates consisting of multiple or advanced data sets and conducts general data validation and reconciliation- Reviews work of junior team members- No direct reports- Provides guidance to less experienced Middle Office support staff, as needed- Responsible for the quality and completion of own work To be successful in this role, we re seeking the following: Bachelors degree in finance or the equivalent combination of education and experience is required- 3 plus years of total relevant work experience preferred

We are looking for a Customer Care Executive to handle complaints, provide appropriate solution and alternatives within the time limits and follow up to ensure solutions Attracts potential customers by answering question & suggesting information about services Identify and assess customer s needs to achieve satisfaction & follow communication procedures, guidelines & policies Handling call and email inquiries /queries raise by the prospects & clients Accuracy, attention to detail and ability to explain complex information clearly and simply He who applies must have Product Knowledge, Quality Focus, Problem Solving, Market Knowledge, Documentation Skills, Resolving Conflict, Analyzing Information and Multi-tasking- Desired Profile: Minimum qualification required is graduate/post graduate degree in any field except engineering- The candidate should have minimum 0-5 years of experience from the Mutual Fund Industry or candidate from any other industry with an experience to handle Clients- He/she should have a right attitude- We are looking for a candidate with fluency of atleast 3 languages i-e- English, Hindi & Gujarati and an excellent Verbal & Vocal communication skill in English- Candidate should have be loyal, honest- Candidate should have a long term vision & should be decision maker-

Partner Engagement : Build and maintain a strong virtual relationship with the assigned partners (Mutual Fund Distributor) Business Development : Activate the partner across mutual fund products and other products Sales Support : Coordinate with various stakeholders, operations, product, etc, to resolve partner issues and ensure seamless service delivery- Reporting and CRM : Maintain accurate partner interaction records and business pipeline in CRM systems- provide weekly / Monthly reports on partner activity- Desired Profile: Good Communication skills in English + regional languages (E-g-, Hindi, Gujarati, Marathi, etc) Planning and organization skills Sales and Influencing Skills Strong Follow-up skills Graduate/ Postgraduate in finance /marketing or related fields 1-2 years of experience in mutual fund, AMC, distribution business or financial services Prior exposure to the B2B Partner business will be an added advantage

Responsible for smooth processing of the day to day Branch Operations activities in the Cluster Monitoring of daily activities at Cluster level Providing effective customer service and handle relation for assigned branches Report complex operational and branch issues to Cluster Head and Branch Operation Head Providing training and guidance to CRO Responsible for MIS pertaining to Branch Providing effective customer service and handle relation for assigned branches Desired Profile: Minimum Graduate 2-3 years relevant experience of Operations in Service/Finance Industry in a senior role-

Coordinate with Companies and Branches to track and update transaction status Collect and compile MIS reports from Companies or download from respective portals Import MIS into internal systems and perform daily reconciliation Process Fixed Deposit (FD) transactions on respective company portals Execute NCD (Non-Convertible Debentures) bidding on the stock exchange platforms

Need to reach out to fresh leads and follow ups leads, on daily basis though outbound call- Guide process through outbound call/video call/webinar- Achieve daily call targets and complete assigned tasks within specified time frames- Build and maintain strong relationships with clients through clear communication and follow-ups- Maintain accurate records of interactions and follow-up activities- Take the initiative in your work to drive results and enhance team success-

Handling the overall operational work- Transaction processing, Scrutiny, Uploading queries, branch petty cash, Vendor bills, Utility bills, Support staff leave, Conveyance, Attendance- Desired Profile: Should have basic knowledge of financial products like Mutual funds-

About Citco: The market leader. The premier provider. The best in the business. At Citco, we ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco. About the Team & Business Line: Fund Administration is Citco s core business, and our alternative asset and accounting service is one of the industry s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. About You: Bachelors degree or equivalent experience. Any certifications a plus. 1-2+ year of experience in a financial service office is an asset, although not a prerequisite Financial/trading/banking experience or knowledge of Hedge/Mutual Funds an advantage Excellent data and alphanumeric entry skills with a high level of attention to detail and accuracy Our Benefits Your wellbeing is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location. We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect. Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection. Your Role: Reviewing and approving trades booked by Trade processors Coaching and supporting trade processors as required Entry of all trade activity within the global business unit, meeting established timelines Ensure high accuracy standards are maintained for the entry of trade activity Distributing correspondence to investors including confirmations, settlement advices, contract notes, statements and market value statements Assist with other related duties as required Maintain solid working knowledge of multiple systems for the processing of trades Follow fund specific instructions/variables Various shifts will be implemented in the Global Operations Support team

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

Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which will be renewable annually as per performance and company norms. Preferred candidate profile Experience:- Fresher also can apply who is passed out in the year 2020 /2021/2022/2023/2024 Qualification:- Graduation/Post Graduation Age Criteria:- Below 28 Years Location : Pandariya , Pendra Road, TIFRA, RAIGARH Perks and benefits Fresher- 2.50 LPA ( CTC ) Experienced (only form NBFC/BFSI/Banking)- Up to 3 LPA based on current salary and experience. * Incentives are paid subject to performance as per applicable slabs. if you would like to explore the opportunity kindly walk-in at the below address and whats app your resume to 9666028640 SBI CAP SECURUTIES LIMITED shop No. 5 &6, 1st floor, T.M Business Park, Shrikant Verma Marg, Bilaspur, Chhattisgarh 495001

About Citco: The market leader. The premier provider. The best in the business. At Citco, we ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco. About the Team & Business Line: Fund Administration is Citco s core business, and our alternative asset and accounting service is one of the industry s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. About You: Bachelor or Master level degree. 4+ years in Financial Services with experience in leading people Product knowledge, Domestic, Global and OTC security markets, Fixed Income and derivative product knowledge. Excellent communication skills. Strong customer service skills Experience mentoring and coaching staff. Knowledge of Hedge or Mutual Funds. Professional accounting designation is an asset. Our Benefits Your wellbeing is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location. We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect. Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection. Your Role: Oversee and support a team of analysts, to ensure Service Level Agreements are met in an effective and efficient fashion. Escalate client or staffing issues to your Manager in a timely manner. Work with your Manager on KRIs and KPIs and collaborate on mitigating plans around risk and resource constraints. Liaise with service providers, vendors, agents, counterparties and clients to ensure the timely resolution of issues and exceptions. Review and assess the materiality of portfolio risk with respect to unsupported cash and position differences, as part of the sign off process. Contribute towards projects and initiatives that aim to drive the business forward, as it relates to Loan Administration and processing. Engage in the migration of tasks from other locations into your team, to ensure of a seamless transition, along with the conversion or launches of any new clients, as it relates to Loan holdings. Actively engage in staff development conversations with the analyst team on a regular basis, to ensure members of the team understand their goals and continuously working towards them. Contribute to the hiring process and seek the right candidates for the team.

Process:- Linguistics - Multilingual Voice Process -Fresher/Exp both can apply -HSC pass can apply -Salary-13k To 17k + incentives -Timing: 8:00 AM – 5:00 PM -Need:- Languages: Kannada, Malayalam, Bengali, Gujarati -looking for immediate joiner Required Candidate profile min qualification HSC Location: Majiwada, Thane (w) To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Akshay:- 9822146578 Perks and benefits High Incentives and growth opportunities.

Company: Mercer Description: We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Specialist- Investments The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions. The incumbent in this role should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies. We will count on you for: Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Communicate with investment and money managers and custodians to gather and/or clarify client specific data for reporting Reviewing work of peers and providing them guidance Ensuring compliance with all internal and client policies Driving Process Improvements Providing timely updates to AM/TM and other stakeholders Training and coaching new hires in the team What you need to have: Minimum 2-3 years experience Graduate (B.com, BBA or equivalent). However, Master's Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred Ability to work as part of a team and build strong working relationships with peers Experience in analyzing investment portfolios or researching investment managers located outside of India Preparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Performance Produce periodic (monthly / quarterly) portfolio performance reports for Advisory, Delegated Solutions and Mercer Workplace Saving (MWS) clients. Computations of returns (money weighted / time weighted) for Defined Benefit , Not for profit and Additional Voluntary Contributions clients Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint) Problem solving skills and attention to detail Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date Strong verbal and written communication and analytical skills Ability to work and perform under strict deadlines and quick turnaround projects Excellent Word, Advanced Excel and PowerPoint skills Exceptional communication skills, both verbal and written Ability to meet deadlines and a real desire to achieve results Ability to build rapport and respond confidently to customer queries What makes you stand out Adaptable communicator, facilitator, influencer and problem solver High attention to detail Good relationship skills, Proven ability to work on own initiative as well as in a team Ability to multi-task and prioritize time effectively Ability to perform under pressure and strict timelines Exposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau etc. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Mercer, a business of Marsh McLennan (NYSEMMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businessesMarsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

Process:- IDFC Banking Process (Outbound Process) -Fresher/ experience both can apply -HSC pass can apply -freshers Salary-14,500k + incentives -Shift timing: 9:30am-6:30pm -Good communication required -looking for immediate joiner Required Candidate profile min qualification HSC Job Location: Kapurbavadi junction Majiwada Thane (w)- 400607 Contact Information Contact Person: HR Akshay Mobile / WhatsApp: +91 98221 46578 Perks and benefits High Incentives and growth opportunities.

Job Specifications Profile- Sales Manager Designation- Sales Manager PRIMARY JOB RESPONSIBILITIES Key Responsibilities: Develop and execute equity sales strategies to meet and exceed business targets. Build his own Team & P&L. Build and nurture relationships with institutional clients, HNIs (High Net-Worth Individuals), and retail investors. Promote and sell equity and related financial products, including stocks, ETFs, and derivatives. Stay updated on market trends, economic data, and equity research to provide clients with timely insights and recommendations. Identify and onboard new clients while retaining and expanding the existing client base. Collaborate with research teams to deliver tailored investment solutions. Manage, mentor, and motivate a team of equity sales professionals to achieve individual and collective goals. Ensure compliance with regulatory requirements and company policies in all client interactions. Monitor market conditions and competitor activities to adjust strategies as needed. Prepare and deliver regular performance reports and forecasts to senior management. . This position reports to Branch Manager/ Cluster Head Academic requirements Bachelors degree in Finance, Commerce, or Economics (NISM certifications preferred). Location - Lucknow , Prayagraj and Varansai Experience 4+ years of experience in equity markets, wealth management, or a similar role. Team handling experience Yes Team Size 1+7 Key Competence & SKILLS REQUIRED Key Competence Customer-focused with a consultative sales approach. Strong problem-solving and negotiation skills. High attention to detail and ability to work under pressure. Proactive in identifying client needs and market opportunities. Skills Strong understanding of equity markets, third party products, and investment strategies. Excellent communication and interpersonal skills for client engagement. Ability to analyse market trends and provide actionable investment insights. Proficiency in using trading and CRM tools AGE GROUP PREFERRED3040 Years

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with client’s investment objectives 5. Joint calls with branch team