4685 Mutual Funds Jobs - Page 2

Perform NAV (Net Asset Value) reconciliation by working closely with Fund Administrators Produce accurate and timely investment operations reports to support internal and external stakeholders Monitor and validate daily NAVs and ensure discrepancies are identified and resolved promptly Maintain a thorough understanding of both domestic and global OTC (Over-the-Counter) security markets Work with various asset classes, including fixed income and mutual funds Ensure accuracy and compliance in the transaction lifecycle (TLC) from trade capture to settlement Liaise with custodians, brokers, and internal teams for issue resolution and data accuracy Contribute to process improvement and automation efforts within investment operations

Marcken Consulting LLP is a leading financial consulting firm specializing in audits, valuations, and financial advisory services. Working with various financial institutions, including banks, NBFCs, and mutual funds, we provide expert insights and solutions. As an Article Assistant at Marcken Consulting LLP, you will have the opportunity to gain practical experience in key areas of finance and auditing. Your responsibilities will include conducting internal audits across various industries, specialized monitoring of large accounts, audits of banks, NBFCs, mutual funds, and financial institutions, due diligence for mergers, acquisitions, and business transactions, valuation of companies and financial assets, as well as statutory audits to ensure compliance with financial regulations. To be eligible for this role, you must have passed CA Inter Both Groups. Transfer cases are also accepted. Working with us, you will have exposure to high-profile audits and financial analysis, the opportunity to work in multiple financial domains, hands-on learning experience in a professional environment, and mentorship from experienced Chartered Accountants. Join us at our Ahmedabad Office and be a part of our dynamic team.,

As a Financial Expert (Business Development Executive) at Investors Network Group, you will play a vital role in our global finance operations, focusing on equity and debt-based fundraising, business loans, and project financing. Your responsibilities will include identifying and developing new business opportunities in the finance industry across PAN India, providing expert guidance on financial products like SME loans, mutual funds, SIPs, and private financing, and establishing and maintaining relationships with key stakeholders such as clients, investors, and financial institutions. We are looking for a dynamic and experienced professional who holds an MBA in Finance or a related field, with a minimum of 2 years of experience in the finance industry, preferably in business development, loans, or financial services. Strong knowledge of SME loans, mutual funds/SIP, and private financing is essential, along with a proven track record in building and maintaining business relationships. Your role will require strong communication and presentation skills, as well as a willingness to travel across India for client meetings and business development initiatives. In this role, you will collaborate with internal teams to tailor financing solutions for clients, guide them through the funding process, and stay updated with the latest trends in the finance market, including regulatory changes, investment strategies, and financial products. You will have the opportunity to work in a supportive and collaborative environment, with competitive salary and performance-based incentives, and avenues for growth and career development within our dynamic global finance organization. If you are an ambitious finance professional with a passion for business development and a deep understanding of the financial landscape, we are excited to hear from you!,

Key Responsibilities: Build and maintain strong relationships with IFAs Educate and guide IFAs about our products and services Help IFAs grow their business by providing timely support and solutions Monitor IFA sales performance and help them meet targets Address queries and resolve issues faced by IFAs promptly Share market updates and product knowledge regularly with IFAs Coordinate with internal teams to ensure smooth operations Requirements: Experience in financial services, especially with IFAs or wealth management Good understanding of financial products like mutual funds, insurance, or investments Excellent communication and interpersonal skills Ability to work independently and meet targets Bachelor's degree in finance, business, or related field preferred Soft Skills: Proactive and customer-oriented Strong presentation and training skills Problem-solving mindset Good relationship-building ability

Key Responsibilities: Build and maintain strong relationships with IFAs Educate and guide IFAs about our products and services Help IFAs grow their business by providing timely support and solutions Monitor IFA sales performance and help them meet targets Address queries and resolve issues faced by IFAs promptly Share market updates and product knowledge regularly with IFAs Coordinate with internal teams to ensure smooth operations Requirements: Experience in financial services, especially with IFAs or wealth management Good understanding of financial products like mutual funds, insurance, or investments Excellent communication and interpersonal skills Ability to work independently and meet targets Bachelor's degree in finance, business, or related field preferred Soft Skills: Proactive and customer-oriented Strong presentation and training skills Problem-solving mindset Good relationship-building ability

Key Responsibilities: Build and maintain strong relationships with IFAs Educate and guide IFAs about our products and services Help IFAs grow their business by providing timely support and solutions Monitor IFA sales performance and help them meet targets Address queries and resolve issues faced by IFAs promptly Share market updates and product knowledge regularly with IFAs Coordinate with internal teams to ensure smooth operations Requirements: Experience in financial services, especially with IFAs or wealth management Good understanding of financial products like mutual funds, insurance, or investments Excellent communication and interpersonal skills Ability to work independently and meet targets Bachelor's degree in finance, business, or related field preferred Soft Skills: Proactive and customer-oriented Strong presentation and training skills Problem-solving mindset Good relationship-building ability

Key Responsibilities: Build strong relationships with Independent Financial Advisors (IFAs) Onboard new IFAs and train them on our products and systems Help IFAs understand and sell our investment or insurance products Provide regular updates, product information, and support Ensure IFAs meet their sales targets and assist them where needed Resolve queries and provide excellent service to IFAs Stay updated with market trends and competitor offerings Work closely with internal sales, operations, and support teams Requirements: Experience in financial services, especially mutual funds, insurance, or wealth management Understanding of financial products and IFA business models Strong communication and relationship-building skills Ability to meet targets and work independently Bachelor's degree in Finance, Business, or a related field (preferred) Soft Skills: Good presentation and training skills Self-driven and proactive Problem-solving attitude Customer-first approach

Job Description: You will be joining QUICK RAYS PRIVATE LIMITED, a company based in Delhi, India, specializing in mutual funds, stock market trading, and portfolio handling services. As a Relationship Manager in Mutual Funds and stock market, you will have a full-time role that involves marketing mutual fund schemes and canvassing clients for share trading. To excel in this role, you should possess a strong knowledge of mutual funds and stock markets. Your excellent relationship-building and communication skills will be crucial in establishing and maintaining client connections. Additionally, having prior experience working with a mutual fund distributor or stock broker will be advantageous. If you are passionate about the financial industry and enjoy interacting with clients to help them achieve their investment goals, this role could be the perfect fit for you. Join our team at QUICK RAYS PRIVATE LIMITED and contribute to our mission of providing top-notch services in the field of mutual funds and stock market trading.,

Grow your career with a growing organization. Whether you are helping people reach their long-term financial goals or providing personal wealth management strategies, you will play a crucial role in changing the lives of the individuals we serve for the better. The job satisfaction in this role is unparalleled. Additionally, you will have the freedom to support causes that are important to you and be part of a truly inclusive work environment. Your future begins now. The team's key responsibilities revolve around maintaining a meticulous platform for clients to conduct transactions, such as investing in and withdrawing funds. They are also tasked with formatting and providing trade-related data of funds to both internal teams and external clients upon request for specific purposes. Accurate reporting on a periodic basis is essential for various financial institutions. Setting up Mutual Funds in the Empower Platform and handling Fund Reporting requests including excessive trading, distribution rules, investment funds, and other processes is a crucial aspect based on requests from internal and external sources. Ensuring quality control standards on new fund set-ups on the Empower system is a key responsibility. Daily monitoring of the requests queue and prioritizing based on Turnaround Time (TAT) and Service Level Agreement (SLA) is imperative. Reviewing plans and funds from Fund Houses and within the department is essential. Providing subject matter expertise support to internal team, onshore, and downstream teams is also part of the role. Collaborating with Fund Houses and upstream/requestor to resolve issues and minimize risks is a critical responsibility. Completing all daily, monthly, and ad-hoc tasks and reporting accurately and within specified deadlines is a key aspect of the job. Promptly escalating all issues effectively to the supervisor is necessary. Please note that this job description is not exhaustive and may be subject to revisions by the employer at any time. Your performance will be evaluated based on your execution of the responsibilities and tasks outlined in this job description. You may also be required to perform additional duties not explicitly mentioned in this description. This job description does not serve as a contract for employment, and either you or the employer may terminate the employment at any time, based on the terms and conditions of your employment contract.,

You have an excellent job opportunity as an Investment Advisory Sales & Business Development professional at a fintech advisory firm based in New Delhi. The firm focuses on Mutual Funds and overseeing Assets Under Management (AUM). As a part of the core team, you will work closely with the founders in a fast-growing personal finance advisory platform. Your responsibilities will include acquiring clients for investment planning, goal-based financial planning, and asset allocation strategies. You will also be involved in preparing reports and presentations for investor awareness and client engagement. Educating potential clients about the firm's services through offline or online meetings and converting new clients will be key aspects of your role. The role does not involve product selling targets and requires you to work full days from Monday to Friday (9:30 AM to 6:30 PM) with half-day work from home on Saturdays. You will have a mix of work from the office and meeting clients face to face as needed. Experience in dealing with High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) is essential, along with managing Mutual Funds or AUM independently. Ideal candidates should have an educational background in Finance, Marketing, or Sales with a minimum of 3 years and a maximum of 15 years of experience in Sales, Wealth Management, or Banking. Acquiring HNI/UHNI clients in wealth/portfolio management, mutual funds, and financial planning will be your primary focus. Good written and spoken English communication skills are necessary for this role. Additionally, being presentable, analytical, possessing good interpersonal skills, being a quick learner, and having an ownership mindset are valuable soft skills required for success in this position. The company is a fee-only fintech advisory firm established in 2014, offering unique and high-quality investment management solutions. Run by professionals from IIT/CFA/CFP backgrounds, the firm is a SEBI Registered Investment Adviser (RIA), providing unbiased and personalized services at an affordable cost. The firm operates as a true fiduciary by not earning any commissions. The office is located in Nehru Place, Delhi. If you meet the candidate eligibility criteria and possess the required qualifications and skills, please share your updated resume along with details of your Current CTC, Expected CTC, Notice period, and Reason for job change to chitamber@thesearchhouse.com. Thank you for considering this opportunity. Chitamber Sana Connecting Jobseekers Hiring Companies Mobile: 9650695871 Website: http://www.thesearchhouse.com,

You will reach out to existing and potential customers to present our product and service offerings. You will learn details about our product and service offerings and address any questions or issues that customers may have. Communication with customers to understand their requirements and needs is essential. You will offer solutions based on clients" needs and capabilities. Generating leads for all our products including Broking, Health Insurance, Life Insurance, Mutual funds, Loans, Cards, etc. Meeting and pitching customers, acquiring new clients through various channels like open market acquisition, cold calling, and referrals. Acquiring large clients with high margins, particularly in Ashoka Garden, Bhopal.,

Job Role Onboarding and managing (new/existing) HNI & UHNI customers with the help of an integrated plan to address wealth creation and wealth preservation of Kotak Securities private client customers achieved through an exhaustive product and engagement proposition which includes growing their assets across Mutual funds, PMS/AIF Strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Job Requirement Relevant experience in a acquiring and managing HNI & UHNI customers. Should be good in Communication & Presentation skills. Should be a self Starter, Proactive & target oriented. Should posses strong networking & Relationship building skills. Show more Show less

Job Role Onboarding and managing (new/existing) HNI & UHNI customers with the help of an integrated plan to address wealth creation and wealth preservation of Kotak Securities private client customers achieved through an exhaustive product and engagement proposition which includes growing their assets across Mutual funds, PMS/AIF Strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry, Job Requirement Relevant experience in a acquiring and managing HNI & UHNI customers. Should be good in Communication & Presentation skills. Should be a self Starter, Proactive & target oriented. Should posses strong networking & Relationship building skills. Show more Show less

Job Role Onboarding and managing (new/existing) HNI & UHNI customers with the help of an integrated plan to address wealth creation and wealth preservation of Kotak Securities private client customers achieved through an exhaustive product and engagement proposition which includes growing their assets across Mutual funds, PMS/AIF Strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry, Job Requirement Relevant experience in a acquiring and managing HNI & UHNI customers. Should be good in Communication & Presentation skills. Should be a self Starter, Proactive & target oriented. Should posses strong networking & Relationship building skills. Show more Show less

Platinum Relationship Manager KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed Show more Show less

Opening for AMC company. Role & responsibilities : Observe & imbibe & prepare for acquiring new clients by assisting the Zonal & Regional Heads. • Practice and tests sales strategies by connecting with existing and new clients. Maintain and develop relationships with clients. • Drive business through the advisors, bankers, national distributors, family offices, advisory firms, asset allocators and wealth management outfits. • Assists clients in providing them with information like product or service quotes. • Understanding the macro environment and giving the domestic & global macro perspective to partners and prospective clients. • Generating incremental AUM through business partners, self-sourcing, client referrals and building relationships with large family offices. • Cross-sell of company's products, generate awareness about the brand and various basket of products. • Introduce PMS Portfolios from AMC & AIF product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same • Excess learning and subsequently reproducing stock identification and stock selection nuances to the partners and prospective clients. • Understanding the clients requirements & recommending the strategy accordingly • Network with clients to identify avenues for new business opportunities • Getting in depth understanding on how various industries, sectors and businesses work and forecasting their future growth. • Maintain highest level of service and delivery to all clients Interested candidates shared resume on snehal@topgearconsultants.com

Investor Services Location: Bangalore Work Mode: Hybrid About the role On-boarding investors after thorough review of the subscription agreements and fund documentation Booking investor transactions, subscriptions, redemptions, transfers and switches. Booking capital call/distribution and partner transfers Preparing and distributing capital call/distribution notices Maintaining investor register, changing, and updating investor static data. Generation & distribution contract notes and investor/partner statements Preparation of documentation for the daily Transfer Agency processes for investor reporting. Perform transaction monitoring for subscriptions, redemptions, capital calls, distributions and transfers. Perform KYC/AML checks for the investors/subscribers. Investors/Subscribers KYC review at the time of redemption. Periodic review of subscribers. Sanctions Screening Perform enhanced due diligence wherever applicable. Essential Qualifications: Good accounting knowledge Reasonable understanding of Capital Markets and Financial Products Good communication skills. Candidates from Mutual Fund Industry or Private Fund Industry preferable

About the Team The Motor OD (Own Damage) Claims team is a critical function within our Insurance Business team, dedicated to providing efficient and customer-centric claims services for all motor insurance policyholders. About the Role As the Head Motor OD Claims, you will be a key member of the Insurance team, responsible for shaping and executing the overall strategy for motor own damage claims. This role involves leading and managing the Motor OD claims operations, ensuring seamless processing, cost optimization, and superior customer experience. You will be instrumental in building a high-performing team, establishing robust processes, leveraging technology, and managing a vast network of surveyors and workshops, all while ensuring strict adherence to regulatory guidelines and robust fraud control mechanisms. Your leadership will directly impact customer satisfaction, operational efficiency, and the financial health of the company. Must Haves Minimum of 8+ years of experience in managing Motor OD Claims Proven track record of successfully leading large claims teams and managing pan-India operations/ large-regional operations Demonstrable experience in claims strategy formulation and execution What We Expect From You Lead Motor OD Claims with strategic alignment to business goals Drive efficiency through SOPs, automation, and KPI tracking (TAT, NPS, cost) Ensure accurate, fair, and timely claim settlements Control costs and leakage while ensuring regulatory (IRDAI) compliance Build and mentor a high-performing, customer-focused claims team Develop and manage a quality network of surveyors and garages with SLAs Champion a customer-first approach; handle escalations and improve experience Implement robust fraud detection and investigation mechanisms Stay current with industry trends, technologies, and regulatory changes Use data analytics for insights, reporting, and continuous improvement 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 descriptionKey Responsibilities: Recruit, train, and develop new agents for life insurance sales. Achieve monthly and annual sales targets through effective field sales activities. Drive business through existing and new agency networks. Conduct joint field calls with agents to support their business development. Monitor and evaluate agent performance; provide necessary coaching and motivation. Ensure high levels of customer satisfaction and policy persistency. Organize regular training and development programs for agents. Stay updated on competitor activities and market trends. Maintain proper documentation and reports as per company standards. Skills & Qualifications: Minimum 2 years of experience in Life insurance field sales, preferably in the agency channel. Strong sales, negotiation, and relationship-building skills. Good understanding of insurance products and regulatory requirements. Ability to motivate and manage a team of agents effectively. Excellent communication and interpersonal skills. Goal-oriented with a focus on performance and results. Proficiency in local language(s) and English. Bachelor's degree in any discipline (preferred). Key Competencies: Channel Sales Management Team Handling & Agent Development Customer Relationship Management Insurance Sales & Product Knowledge Target Achievement & Lead Generation Territory Management

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 service to clients via various channels like Transaction processing, Chat etc. The customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping. What you will be doing Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution s high-value customers. Addresses inquiries and performs account maintenance on deposits and money market accounts. Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals. Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries. Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function. Interfaces with clients to determine present and future needs and discusses progress toward solutions. Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs. Completes banking transactions and identifies opportunities to market bank products to best meet each caller s personal needs. Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services. What you bring Excellent communication and interpersonal skills Experience of working with global/other teams Detail oriented and regard for timeliness High regard for deadlines and deliverables Excellent communication and interpersonal skills Excellent knowledge of Customer Services; Global mindset (Desirable) Ready to work in night shifts (5 days in a week) Temporary work from home. Flexible to work in office environment post operations begin in office. What we offer you: A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities A broad range of professional education and personal development possibilities FIS is your final career step! A competitive salary and benefits A variety of career development tools, resources and opportunities

Your career with us should reflect your energy and passion. That s why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and we ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Key duties and responsibilities Planning, scheduling and managing the daily workflows of all client deliverables within the team. Responsible to review/prepare the Middle Office Reconciliations on a daily/Monthly basis. Prepare Cash/Position/Market Value Reconciliations and resolving breaks. Notify Clients/CSMs of valid breaks. If break are due to an erroneous or missing transaction in Accounting system, then make necessary adjustments Review Reconciliation and provide sign off to client. Reviewing the corporate actions booked in the system and ensuring that the same is correctly reflected in the books. Dividends/Interest Reconciliation with Broker reports Independently price the Investment positions on a daily & monthly basis. Responsible for accruing/amortizing daily or monthly non-security related Fee accruals Review the PNL before delivering the report to client. Process non-automated transactions including OTC derivatives and their related cash movements. Effective communication with clients on daily reporting of Reconciliation/Query resolutions. Checking that all OTC products traded by the client have been booked correctly. Support operations on projects related to Automations/Work migrations/Conversions etc. Support global changes in Key operating procedures and implementation. Coordinating with Internal/External Stake holders such as Securities/Trades and Pricing Team, Reporting Team, Investor Services team, Auditors, Client Service Managers and Clients. Effectively monitoring deliverables to ensure high SLA compliance within set accuracy standards. Skills Required Experience working with an investment management or finance-related firm. Experience working in Fund Accounting area especially on FX or PNL Good knowledge of the investment industry with minimum 12 Years of experience M.com/CA/MBA Finance/CFA Familiarity with Calypso/Paxus is a major plus. An ability to think critically and objectively. Experience with reconciliation and break resolution and, with demonstrated attention to detail and accuracy, analytical, technical, organizational, and problem-solving skills. Proficiency in advanced Excel functions. Excellent communication and inter-personal skills. Work additional hours as needed. Team management Performance appraisal People growth and development Qualification and Experience: Post graduate in Commerce, MBA Finance, CA/CMA/CFA 13-16 Years experience in Middle Office & Hedge/Mutual Fund reconciliation and break resolution experience.

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.

Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members.

Responsibilities: * Manage client portfolios using PMS software * Recommend investments to client for the stocks and securities * Provide financial advice and guidance on buying mutual funds * Monitor market trends and risks Health insurance Annual bonus

1.Market all MF Products to Large Companies' Treasury Departments 2.Build & Maintain Relationships at all levels 3.Focus on Debt & ETF Products 4.Excellent Learning 5.Job Secuirty Required Candidate profile 1.Very Strong contacts in Treasury Departments of Large Corporates & Institutions 2.Corporate Banking Background. 3.Should be ideally from AMCs/Banks. 4.Good knowledge of MF products. 5.Fast Learner Perks and benefits Excellent Incentives