4685 Mutual Funds Jobs - Page 20

You will be responsible for leading and managing large operations within the custodian business, with a focus on developing a performance framework. Your role will involve building strong partnerships with stakeholders to improve operational efficiencies, upskilling teams and leadership towards complex processes, and striving for continuous improvement. Additionally, you will be tasked with retaining and developing talent within the operations, bringing industry best practices to the custodian business, and recommending changes to achieve efficiencies. Your educational background should include at least 15 years of formal education, preferably in Finance/Commerce, and a minimum of 10 years of operations management experience in Custody operations, Mutual Funds/Asset Management, Banking, or other financial services organizations. Proficiency in MS Office is essential, as well as extensive researching skills and knowledge of the Custodian industry in the US. In this role, you will work towards developing custodian business processes that align with enterprise goals and deliver the PGS RIS strategy in alignment with the US custodian business strategy. You should have proven expertise in building, leading, and managing diverse and future-ready teams, while establishing and improving program/project management and execution processes. Your responsibilities will also include managing, inspiring, and motivating Operations leaders to achieve operational excellence and high employee engagement, driving people engagement activities, building performance frameworks for global teams, and identifying areas for continuous improvement in processes. You will lead program/project delivery engagement tasks and drive a culture of high performance, process improvement, and transformation to drive value and optimization. To be successful in this role, you must have significant people management capability to lead and manage a skilled team, help develop people and leaders within the organization, display a commercial mindset and leadership maturity, and stay updated on industry trends, market conditions, and competitors to better serve the business. Qualifications for this position include a preferred educational background in Bachelors/masters degree, excellent leadership and problem-solving abilities, analytical and decision-making skills, overall industry knowledge, and subject matter expertise in the US Custodian business. You should have a minimum of 15 years of professional experience in the BFSI IT/ITeS industry, with 10+ years in complex or leadership roles within US Custodian operations. This position reports to the Group Manager/Associate Director.,

Investment Management Operations Fund Services Division: MSIM Job Title: Temp Location: Bengaluru Job Level: Analyst Shift Timings: EMEA working hours Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile MSIM Operations This Operations group supports the equity, fixed income, liquidity and alternative businesses for Morgan Stanley Investment Management (MSIM), providing middle-office services including portfolio manager support, client services, portfolio transitions, market registration, product data and performance and attribution analysis. MSIM Operations also provides mutual fund support, derivative processing, and counterparty and credit event management. Background on the Team The position would be responsible for providing support to the Lux Client Services/TA team. Support would broadly involve Client services and Transfer Agent related activities across European Fund Families. Primary Responsibilities Client take on for intermediary clients. The Fund Client Service Administrator should work with Sales/legal to ensure the necessary sub distribution agreements / rebates letter are in place. She/He should also work closely with the relevant Transfer Agent in the setting up of new clients and monitoring the initial transitions. Trade Assistance: daily assistance to clients on trading issues (phone, email, correspondence); assistance on larges trade processing, trade corrections etc. Follow up on non-receipt of subscription money and other unreconciled amounts. Administer claims relating to late payments and trades. Have a thorough understanding of the remuneration process and should work closely with the Financial Controller’s area to ensure that commission payments are made on a timely basis. The Fund Client Service Administrator will be responsible for all aspects of client reporting, including pricing information, investment reports, static data reports etc. Participation if and when required to projects and initiatives across Funds Operations Client Services. The Client Service Administrator will make use of his/her excel technical skills to prepare the review of Vendors/Clients’ invoices against proprietary systems. This will require familiarity with Excel’s VLOOKUP formulae and pivoting features. Transfer Agency related activities i.e. CASS Reconciliation, Cash Break Recons, Subscription/Redemption Reporting etc. Skills required Sound accounting and Mutual funds/Capital markets knowledge Good Analytical skills, eye for detail and good with numbers Proven record of collaborating with colleagues across geographic and functional boundaries. Excellent oral and written communication skills. Proficient computer skills, particularly with Microsoft Office Ability to ‘think out of the box’ and look for creative solutions Demonstrated ability to work effectively in a team-oriented environment Ability to identify, escalate risk issues and manage upward communication to all stakeholders and install adequate controls to mitigate risk Ability to perform tasks with precision and accuracy 3 to 5 years of experience in TA fund services. 1.Years of exp – 2/ 3 yrs 2.Contract duration- 8 months 3.Location- Bengaluru 4.Shit timing- 12.30 pm IST – 21:30 pm IST 5.Acceptable Notice Period – Immediate / 2 months 6.Hybrid/WFO - Hybrid 7.Must have skillset – Transfer Agency process on Operations and Client Service 8.Good to have skillset – Client Service Administration and more dealing with stake holders like Sale, Legal , AML, Product .

You'll be responsible for generating brokerage primarily by advising clients on their equity portfolio for long-term investments as well as positional trading ideas in stocks for short/medium-term.

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.

Primary Role MUTUAL FUNDS / EXCHANGE / FD / BONDS TRANSACTION PROCESSING- ACCEPTANCE, AUDIT, ENTRY, SCANNING AND REJECTION MARKING. TRANSACTION ENTRY IN SYSTEM, DAILY UPLOADING, SCANNING OF APPLICATION, ETC. ACKNOWLEDGMENT COLLECTION AND SCANNING (MF & FD) ASSISTING TRANSACTION DEPARTMENT IN UPDATING PENDING TARs. NJ ACCOUNT REGISTRATION (TADA & PMS). FOLLOW-UP FOR PENDING REGISTRATION. COURIER MANAGEMENT, MAINTAINING BRANCH EXPENSES, MAINTAINING PETTY CASH & DAILY UPLOADING. ASSISTING NJCC IN QUERY SOLVING. LOCAL REJECTION MARKING, ASSISTING NJ CC IN QUERY SOLVING. Secondary Role MAINTAINING NON FINANCIAL TRANSACTION. OFFICE ADMINISTRATION, ASSISTING PARTNERS, SALES SUPPORT.

The ideal candidate will have a strong background in finance and operations, with excellent analytical and problem-solving skills. Roles and Responsibility Analyze financial data and provide insights to support business decisions. Develop and implement financial models to forecast revenue and expenses. Collaborate with cross-functional teams to identify areas of improvement in finance and operations. Conduct audits and ensure compliance with financial regulations. Provide training and support to junior team members on financial systems and processes. Identify and implement process improvements to increase efficiency and productivity. Job Requirements Strong knowledge of financial concepts, including accounting, budgeting, and forecasting. Experience with financial software and systems, such as Excel and SAP. Excellent analytical and problem-solving skills, with attention to detail. Strong communication and interpersonal skills, with the ability to work with stakeholders at all levels. Ability to prioritize tasks and manage multiple projects simultaneously. Strong understanding of financial regulations and compliance requirements.

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Bajaj Broking is a 100% subsidiary of Bajaj Finance Limited offering wide spectrum of Capital Market Solutions covering Equities, Mutual funds, corporate deposits, Bonds, Insurance & Loans which are been offered to Corporates, High-net-worth individuals, and Families.Roles And Responsibilities: Client acquisition Capturing at least 4-5 new HNI/UHNI/PCG clients every month from (job city) and nearby locations, thereby contributing to development of the region. Active management of clients to maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth. Sales of equity and related products, cross selling of other financial products, ensuring and enhancing branch profitability Responsible for building MTF book from clients, ensuring book growth every month. Responsible for activation of trading account of clients in the system to maximize volume and brokerage revenue, assisting new entrants in the equity market to understand the dynamics of market. Maintain daily client activity. Ensure resolution of client queries within TAT Customer relationship management and client servicing, regular client meetings, building strong relationships to activate dormant clients. Ensuring complete adherence to Compliance and Risk management, with 0 errors Attain maximum reach of investment ideas/stock calls initiated. SKILLS AND KNOWLEDGE: a) Qualifications - Graduation b) Skills required: Strong product knowledge and understanding of capital market. Should have excellent communication skills along with strong presentation skills. Excellent Interpersonal Skills. Exceptionally high motivational levels and needs to be a self - starter.

Strong knowledge of mutual funds and other wealth management products. Good communication skills to explain complex financial concepts in a simple manner. Confidence in conducting Zoom or virtual meetings with clients.

1. Communicate effectively in Tamil, Malayalam, Hindi, and English. 2. Build and maintain long-term relationships with clients by providing continuous support, updates, and relevant market information. 3. Interest or basic knowledge of the stock market/financial sector 4. Confidence & Convincing Skills 5. Ability to work in a fast-paced, target-oriented environment 6. High level of professionalism, punctuality, and discipline

Responsibilities: * Manage client portfolios through regular communication and reporting. * Collaborate with investment team on product recommendations. * Monitor market trends and provide guidance on risk management.

We are looking for a highly skilled and experienced finance professional to join our team as a Senior Executive/Assistant Manager in Corporate Finance at Refex Industries. The ideal candidate will have 2-4 years of experience in the field. Roles and Responsibility Manage financial planning, budgeting, and forecasting activities. Develop and implement financial strategies to achieve business objectives. Analyze financial data and provide insights to support business decisions. Ensure compliance with financial regulations and standards. Lead financial reporting and accounting teams. Identify cost-saving opportunities and process improvements. Job Requirements Strong knowledge of financial concepts, including accounting, auditing, and taxation. Excellent analytical and problem-solving skills. Ability to work effectively in a fast-paced environment and meet deadlines. Strong communication and interpersonal skills. Experience with financial software and systems. Ability to lead and manage high-performing teams.

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. 0-1 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 well-being 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: 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

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. 0-1 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 well-being 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: 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

Department: MF - B2B Sales Area Manager - MFD Channel Locations: Mumbai | Ahmedabad | Surat | Kolkata | Hyderabad | Baroda | Pune|Chennai|New Delhi Looking for Mutual Fund Sales professional with 5+ years of experience and strong connections with top MFDs in your regionHeres your chance to be part of one of India s most innovative and performance-led AMCs. Role Overview: We re looking for dynamic professionals to strengthen our Mutual Fund Distributor (MFD) network and scale our presence in key markets. You will be responsible for driving AUM, deepening relationships, and activating top partners. What We re Looking For: 5+ years of experience in mutual fund sales (MFD Channel) Strong connect with leading MFDs and distribution networks Excellent product knowledge market insight Self-driven, performance-focused mindset Experience in any of the listed locations is a big plus Key Responsibilities: Drive SIP AUM growth through MFDs Onboard engage top-performing partners Execute campaigns joint client meets Provide feedback to enhance product positioning Be a strong brand ambassador for Samco s differentiated offerings Why Samco Mutual Fund Tech-driven differentiated investment philosophy Fast-growing AMC with national ambitions Entrepreneurial culture with strong backend support

We are looking for a highly skilled and experienced Quantitative Trading Strategy Analyst to join our team at QuantInsti, a leading provider of quantitative learning solutions in the IT Services & Consulting industry. The ideal candidate will have a strong background in developing and implementing trading strategies using advanced analytics techniques. Roles and Responsibility Develop and maintain complex trading models to optimize portfolio performance. Collaborate with cross-functional teams to identify new business opportunities and improve existing strategies. Analyze market trends and data to inform trading decisions and optimize risk management. Design and implement automated trading systems to execute trades efficiently. Monitor and report on trading performance, providing insights and recommendations for improvement. Stay up-to-date with industry developments and emerging trends in quantitative trading. Job Requirements Strong understanding of financial markets, instruments, and regulations. Proficiency in programming languages such as Python, R, or Matlab. Experience with data analysis tools like SQL, Excel, or Tableau. Excellent problem-solving skills, with the ability to analyze complex data sets. Strong communication and collaboration skills, with experience working with diverse teams. Ability to work in a fast-paced environment, delivering high-quality results under tight deadlines.

Channel Sales Manager | 2–8 yrs exp Strong knowledge of Mutual Funds, SIPs, FDs, Fixed Income, PMS & NCDs. Responsible for channel development, sales growth, and preparing regular reports, forecasts & analysis. share resume@ sampada.sutar@successr.in Required Candidate profile Proven exp in channel sales, ideally in Investment & Finance Results-driven with exceeding targets Willing to travel Strong knowledge of Mutual Funds, Insurance, SIPs, FDs, Fixed Income,& PMS products

We are looking for an individual who is passionate about driving sales limitlessly to improve the quality of life. Candidates should have 1 to 3 years of experience in sales , preferably from the financial industryespecially in LIC, banking, mutual funds, credit card sales, or any relevant sales background. As a Sales Manager , you will be responsible for meeting targets, with unbeatable incentives compared to standard market offerings, simply by selling our revolutionary product directly to clients. Your earnings will be directly tied to revenue generation, closing deals, and conducting presentations. This challenging yet booming segment is full of opportunities, with high demand for converting leads into successful sales. Excellent communication skills are essential. Minimum Requirements: At least 1 year of experience in any sales-related industry. Preferably from a finance background demonstrating relevant knowledge and success in sales. Key Responsibilities: Client & Relationship Management Handle clients efficiently and maintain long-term business relationships. Sales Expertise Proven sales track record, preferably from the financial sector. Goal-Oriented & Independent Be proactive, driven by targets, and motivated to work both independently and as a team player. Direct Sales & Presentations Convert leads into sales through compelling presentations and by pitching the benefits of the Pre-IPO segment. Lead Management Generate and pursue leads to meet or exceed monthly sales targets and unlock more opportunities. Client Relationships Deliver exceptional customer service and build long-term relationships that create a WOW experience for clients. Strategy & Promotion Design and implement effective strategies to promote our revolutionary product with tailored client benefit plans. Transaction Management Provide end-to-end service to ensure clients have a smooth and confident investment experience. Growth Contribution Achieve your targets, grow with the company, and improve your quality of life without limits.

Platinum Relationship Manager Business Banking KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (CA 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 Trade and Forex & CA 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

Responsibilities: * Lead sales strategy & execution * Collaborate with marketing on campaigns * Manage client relationships * Achieve revenue targets * Lead team growth & development Health insurance Provident fund

Equity Administrator Responsibilities Support day-to-day administration of the companys equity programs, including processing new equity awards, exercises, cancellations and repurchases Maintain data in BOL Merrill Lynch database to ensure accuracy of participant information Respond to employee inquiries regarding equity programs and education while providing excellent service to plan participants at all levels Collaborate with People Operations, Legal and Payroll teams on equity related items as needed Prepare reports for internal partners and respond to ad hoc data requests Assist with development and delivery of employee trainings and communications Requirements 2-4 years of relevant equity administration experience Experience with both Option and RSU/RSA programs Familiarity with U.S. federal and state taxation relating to equity compensation Familiarity with International tax law relating to equity programs Strong analytical, communication and organization skills Sensitivity to employee privacy laws such as GDPR and ability to maintain strict confidentiality Ability to interact with employees at all levels CEP Level I Completion (or in process of obtaining CEP Level I) Strong Excel skills

The incumbent of this role must be able to perform fixed income settlements (Fails management, Prematching and reconciliation) for most of the mature and complex markets in timely manner to ensure all the SLAs are met. Must have positive attitude, good communication, eagerness to learn and be able to take ownership. Keywords : Fixed Income/ Equity Trade Settlements, ASIA and EMEA markets settlements, Middle Office / Back Office functions Accountabilities Adhere to the deadlines of specific markets. Keep abreast of the new changes in the markets rules. Ensure up to date standard operating procedures. Work closely with FO/MO and other stakeholders. Endeavour to learn as many markets as possible. Activity Monitoring / Challenges Ensure timely completion of activities and meet market specific deadlines. Play active role in identifying and implementing process improvements. 121 with the team leaders to track self-performance and identify areas of improvement. Complete daily checklist in timely manner. Ensure that the process documents are up to date and capture all new updates in the market. Ability to deal with fluctuating volume. Profile required Key Performance Indicators Feedback from Client / Team leaders. Process improvements identified and implemented. Daily checklist. Ad hoc basis, as and when there is any change in the market rules

Responsibilities: * Collaborate with private banking team on client needs analysis * Manage $10 million portfolio through mutual funds, alternative investments & PMS * Develop wealth strategies using investment products Travel allowance Health insurance Annual bonus Performance bonus Sales incentives Office cab/shuttle

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given.Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value.Cross-sale of assets products.Back-up to relationship managers holding HNI relationships.Ensure low attrition ratios.Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks.Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable.Experienced customer service candidates from financial services ( those from MFund, securitieshouses etc)with sales orientation can be considered

JOB ROLE : Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT: Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process