15403 Mutual Funds Jobs - Page 2

Kotak Securities Ltd Alternate Channel KAM Sales- Mumbai Department: Alternate Channel Designation: Key Account Manager- Sales Grade: E1/E2- Assistant Manager / Deputy Manager Years of Exp: 1 to 4 Years Key responsibilities and accountabilities 1. Will be responsible for sourcing & deepening relationships from existing customer base of Bank customers 2. Will be responsible for selling Equity based investment products to this set of customer base. 3. Will be responsible to develop business, maximize revenue generation & achieve sales targets 4. Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. 5. Responsible for servicing...

Responsible for Demat & Trading account acquisition, cold calling, and achieving sales targets. Must have good communication & convincing skills. Attractive salary, incentives & foreign trips! Required Candidate profile Interested can share their Cv on shweta.rajput@tradebulls.in or call on 9913274989

Mega Walk-in Drive on 2nd Jan 2026 Time : 11am to 3pm Axis Virtual Centre engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relatio...

1. Evaluating and assisting in achieving the Teams Targets. 3. Accomplishment of Account opening targets of Relationship Manager, Assistant Relationship Manager, and Senior Relationship Manager. 4. Number of corporate tie-ups and HNI lead generated Required Candidate profile Must have experience of Team handling in broking industry Interested can share CV on shweta.rajput@tradebulls.in or WhatsApp on 9913274989

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.

Position Purpose We are looking for an ambitious fresh mind to provide support to the fund accounting department by managing daily NAV calculation and support function tasks. You will be part of a team of professionals working to maintain accounting books of Mutual funds. Responsibilities Direct Responsibilities Acquire complete understanding of NAV Calculation its related functions with various parties involved. For example: Custody, TA, Pricing, Corporate Actions, etc. Become a SME (Subject Matter Expert) of the process by acquiring complete knowledge of NAV Calculation Processing Review across all funds instruments types. Ensure all reconciliation breaks in TA, Cash Stock are validated an...

About the Role . Responsible for driving targets for Retail Fee products viz. Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers etc . Drive targeted product mix and persistency for insurance products to enhance profitability . Drive targeted level of branch and resource activation & productivity for achievement of Fee Revenue . Driving campaigns and contests launched locally or centrally to ensure achievement of the business volumes . Explore various avenues of increasing volumes through NTB / Referral for RFR business . Acquisition of new customers for RTFx business (Ne...

Back Office Operations: Verify KYC Help with Mutual Fund work Make simple reports Handle emails Client coordination Managing meetings Basic excel and office skills Mutual funds, Corporate FD, Bonds, Loans knowledge Ready to learn Dedicated Required Candidate profile Candidates who want a stable, long-term job and are willing to stay and grow with the company

Role & responsibilities Work on assigned leads + generate new leads Promote Term, ULIP, Savings & other life insurance products Convert leads into issued policies Follow up with clients for renewals and service Achieve defined sales targets consistently Preferred candidate profile Graduate (Any Discipline) Mandatory Trabajo Excellent communication & interpersonal skills Min 2 Years of Experiance In BFSI Age Max 36 Info :: avanik@tekpillar.com/8200421048

Department: Workplace Investing Operations Reports To: Team Lead/Assistant Manager Level: Grade 2 About your team Retirements - GPS Delivery team supports and maintains pension administration services for a wide range of corporate/retail clients. The nature of the service provided includes full support to pension scheme members at all stages of the administration life cycle through to specialist support to trustees and members for specific task delivery. GPS Retirements teams is AA rated process that handles Disinvestment requests and producing Retirement Projections for Workplace Investing/ Retail members and Financial Advisers. Retirements - GPS Delivery team is responsible to process few ...

Description: Relationship Manager Retail Sales (All Channels) Location - 1.Jabalpur 2.Lucknow 3.Kanpur 4.Varanasi 5.Agra 6.Dehradun 7.Solapur 8.Kolhapur 9.Jalgaon 10Aurangabad Position Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organizations funds and ensuring adequate mix across all products to achieve set sales targets. Principal Accountabilities: Generating Business Contribute to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deep markets for the organization. Achieve defined sales targets through a consistent sales effort by establishing annual...

Job Title: Investment Planning Executives Paid Internship Company: FAG Finance Location: Hybrid / On-site (as applicable) Duration: 26 Months Stipend: Paid ( 3 to 5LPA ) About FAG Finance FAG Finance is a growing financial services firm focused on investment planning, equity advisory, mutual funds, and investor education. We work closely with clients to build long-term wealth through disciplined and informed investing. Role Overview We are looking for enthusiastic interns who want hands-on exposure to investment planning and financial markets. This internship is ideal for students or fresh graduates looking to build a career in finance. Key ResponsibilitiesAssist in investment planning and p...

Description: Role Details: Designation: Deputy Manager- Digital Customer connect AND Experience, Outbound Role type: Individual contributor Department: Digital Reporting to: AVP & Lead Digital Customer connect AND Experience Location: Mumbai HO Your Role (summary): This role will be responsible for 1. Establish out bound Customer connect for helping customers/ prospects and partners with out bound queries 2. Implementing Digital customer service strategies to enhance customer satisfaction, resolving escalated customer issues for web and app. 3. Drive Cross sell and Upsell initiatives to bring out true potential 4. Maintain and improve mechanisms for surveying and measuring customer satisfact...

Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance

Job Description - Relationship Manager (IFA Channel) Location: Vadodara Role Overview: We are looking for a confident, dynamic, and well-presented Relationship Manager for the IFA (Independent Financial Advisor) Channel to manage, support, and grow the IFA network across Pune. The ideal candidate must have excellent communication skills, strong market understanding, and the ability to influence partners to drive mutual fund business. Key Responsibilities: Manage and strengthen relationships with existing IFAs and actively onboard new IFAs within the Pune territory. Drive sales of mutual fund schemes through IFAs by sharing market insights, delivering product presentations, and conducting kno...

Leading Finance AMC Company is hiring for Relationship Manager Roles New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organisation on a monthly basis. Migrating offline clients to do online trading. Regular updates to the immediate superior as a when required. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth kno...

Leading Finance AMC Company is hiring for Relationship Manager Roles New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organisation on a monthly basis. Migrating offline clients to do online trading. Regular updates to the immediate superior as a when required. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth kno...

Role Overview We are hiring a Manager Alternatives (PMS and AIF) Channel Sales to lead and scale our PMS/AIF distribution via third-party channels across India. This is a channel sales role, ideal for someone with deep IFA/sub-broker connects and a strong understanding of high-ticket investment products. Key Responsibilities Sales Delivery: Drive PMS & AIF sales via IFAs, sub-brokers, wealth managers, and national distributors Direct Sales : Direct sale of PMS/ AIF and mutual funds to grow direct AUMs Channel Development: Identify, onboard, and activate high-potential distribution partners Engagement: Deliver product trainings, webinars, and portfolio updates to boost mindshare and wallet sh...

LARGEST WEALTH MANAGMENT / INVESTMENT ADVISORY COMPANY HIRING FOR BELOW ROLE call on : 94125 01851/88597 66816/87551 87878 send cv on rm@contactxindia.com Role & responsibilities HNI Desk Head : Candidate would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. He would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the right advisory. Candidate Profile Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving sales through advisory approach of Mutual Fun...

Job Title Sales Trainer - Capital Markets We are looking for a high-energy professional with strong knowledge of capital markets and a passion for training and capability building. The role involves creating high-quality content on investment and capital markets and delivering impactful training sessions to frontline sales teams. Key responsibilities Design, develop and update training modules on capital markets, investment products, market fundamentals, and sales application of these concepts. Create engaging content such as presentations, playbooks, micro-learning videos, quizzes and case studies. Simplify complex financial concepts for easy understanding of new and experienced sales profe...

Statutory Responsibilities Able to handle TDS Payments, TDS returns, GST Payments, GST returns working, GST Reco, PT payments, PT returns, Capital gains Calculations. Other requirement Knowledge of Tally, Excel, Word, Google Sheet Monthly bank reconciliation Preparation of working TDS, GST & filling of returns GST/ TDS . Preparations of E - invoice documentation for Income Tax, GST Audit/ assessment. Checking of proper supporting / approval before putting up any bills for approvals. Maintaining petty cash account. Working preparation of 26AS reco, GST Reco & AIS reco & Follow up with debtors for payment and TDS certificate. To prepare purchase requisition before any purchases Experience with...

As an Investment Advisor, your primary responsibility will be to meet with clients and partners to discuss various investment options such as Mutual Funds, Direct Equity, and Insurance. You will need to understand the individual client needs and recommend suitable investment plans accordingly. Building and maintaining strong relationships with clients and partners in the financial services industry will be a crucial aspect of your role. Additionally, you will be required to manage and promote products in events and seminars to expand the client base. Regular reporting to the head office on client engagements and business progress is also expected. Key Responsibilities: - Meet with clients an...

Role Overview: You will be responsible for executing and monitoring client transactions in Mutual Funds, Bonds, and Insurance as part of back office operations. Additionally, you will prepare review reports from software and Excel for existing clients. Addressing client service queries promptly and working on follow-ups with clients for onboarding and orientation are also essential aspects of this role. Key Responsibilities: - Execute and monitor client transactions in Mutual Funds, Bonds, and Insurance. - Prepare review reports using software and Excel for existing clients. - Address client service queries promptly. - Work on follow-ups with clients for onboarding and orientation. Qualifica...

Motilal Oswal- MUTUAL FUNDS SALES - Mutual Funds Sales Representative - Good Communications Skills - Outbound calling - Shift- 9:30am to 6:30pm - Week Off: Sunday Fixed - Graduation mandatory - Salary: 25,000 To 28,000 (33K ctc) Required Candidate profile -Fresher/Experience can apply -Only Graduates How To Apply To schedule your interview Call or send your CV through WhatsApp HR Altaf - 7030022471 Perks and benefits High Salary Package with supportive team members

Job Summary Concentrates in driving business growth and the development of talent. Spends time in reviewing and assessing overall team performance. Balances stakeholders by establishing good working relationship with the cluster counterparts and other support groups (e.g. HR, GPT, IT, BAT, etc.) Concentrates in engaging and developing teams and individuals. Expected to perform review of core processes, complex ad hoc work, and all other client requirements, as needed. Provides consistent feedback on accuracy and timeliness of outputs made by their AM teams. Responsible for reviewing and completion of NAV and Financials of the private equity funds that include recording journal entries, month...