11498 Mutual Funds Jobs - Page 21

About Angel One : Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. Youll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions every single day. The vibe? Think less hierarchy, ...

About Angel One : Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. Youll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions every single day. The vibe? Think less hierarchy, ...

We are looking for a skilled professional with 4 to 8 years of experience to join our team as an Associate in the Generative AI Emerging Business Advisory service line at Pricewaterhouse Coopers Service Delivery Center Kolkata. Roles and Responsibility Collaborate with cross-functional teams to develop and implement generative AI solutions. Provide advisory services to clients on emerging business trends and opportunities. Design and deliver training programs to enhance client capabilities. Develop and maintain relationships with key stakeholders and clients. Identify and mitigate risks associated with AI adoption. Stay updated with industry developments and advancements in AI technology. Jo...

Job Description Operations Executive (Mutual Fund Operations / Investment Support) Location: Gurugram, Sector 49, Sohna Road Experience: 02 years in Mutual Fund / RTA Operations preferred About the Role Our Operations team ensures that every clients investment journey is smooth, accurate, and timely. As an Operations Executive, you will play a critical role in supporting Relationship Managers and handling backend processes for client investments. This role is strictly for candidates with prior exposure to Mutual Fund Operations / RTA Operations (CAMS, KFintech, Karvy, etc.). Please apply only if you meet this requirement. Key Responsibilities 1. Transaction Processing Timely and accurate pro...

Job description:- Interacting with Institutional client s i.e MFs, Insurance Cos, Banks, FII for regular business.- Increasing revenue, votes, and ranking from Institutional clients.- Spearheading the servicing activities of MFs/ Insurance Cos/ Banks/ FII. Should have existing relationships with Fund house / Insurance companies/ Banks / FII.- Analyzing the market and ... Institutional Equity Sales Manager Mumbai - Apply JobItUs ATS Institutional Equity Sales Manager Job Description: Job description: - Interacting with Institutional client s i.e MFs, Insurance Cos, Banks, FII for regular business. - Increasing revenue, votes, and ranking from Institutional clients. - Spearheading the servicin...

Leads client services programs while overseeing the development, implementation, and revision of policies and procedures as needed to improve onboarding new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. Communicates results of client services initiatives of the organization to leadership team, including key takeaways and opportunities for improvement. Presents to clients regarding the onboarding process or addresses issues that arise during the client lifecycle. Resolves the most challenging client inquiries facing the client service department by evaluating client-specific circumstances and collabo...

We are looking for a motivated and customer-oriented Gold Loan Relationship Officer to drive business growth in the Loans Against Gold segment The role involves sourcing new customers, managing existing relationships, and ensuring smooth processing of gold loan applications The ideal candidate should have strong interpersonal skills, a sales mindset, and a good understanding of gold loan products and branch operations Source new customers for gold loan products through branch walk-ins, field visits, and local networking Explain product features, eligibility criteria, and documentation requirements to customers Ensure timely processing and disbursement of gold loans Maintain high levels of cu...

We are looking for a motivated and customer-oriented Gold Loan Relationship Officer to drive business growth in the Loans Against Gold segment The role involves sourcing new customers, managing existing relationships, and ensuring smooth processing of gold loan applications The ideal candidate should have strong interpersonal skills, a sales mindset, and a good understanding of gold loan products and branch operations Source new customers for gold loan products through branch walk-ins, field visits, and local networking Explain product features, eligibility criteria, and documentation requirements to customers Ensure timely processing and disbursement of gold loans Maintain high levels of cu...

We are looking for a motivated and customer-oriented Gold Loan Relationship Officer to drive business growth in the Loans Against Gold segment The role involves sourcing new customers, managing existing relationships, and ensuring smooth processing of gold loan applications The ideal candidate should have strong interpersonal skills, a sales mindset, and a good understanding of gold loan products and branch operations Source new customers for gold loan products through branch walk-ins, field visits, and local networking Explain product features, eligibility criteria, and documentation requirements to customers Ensure timely processing and disbursement of gold loans Maintain high levels of cu...

We are looking for a motivated and customer-oriented Gold Loan Relationship Officer to drive business growth in the Loans Against Gold segment The role involves sourcing new customers, managing existing relationships, and ensuring smooth processing of gold loan applications The ideal candidate should have strong interpersonal skills, a sales mindset, and a good understanding of gold loan products and branch operations Source new customers for gold loan products through branch walk-ins, field visits, and local networking Explain product features, eligibility criteria, and documentation requirements to customers Ensure timely processing and disbursement of gold loans Maintain high levels of cu...

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.

About Angel One : Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. Youll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions every single day. The vibe? Think less hierarchy, ...

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. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

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. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - • Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. • Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and ...

Key Responsibilities Team Management & Leadership Lead, coach, and motivate a team of Relationship Managers. Set performance targets and ensure consistent achievement through structured reviews and performance tracking. Foster a collaborative, high-performance culture focused on partner success. Partner Recruitment & Activation Oversee end-to-end partner sourcing, onboarding, and activation processes. Support the team in driving partner acquisition through digital and offline channels. Ensure timely completion of onboarding formalities and platform familiarization. Development & Conversion Monitor lead flow, pipeline management, and conversion ratios. Identify opportunities for business grow...

Job Specifications Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Ahmedabad, Surat Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 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 give...

We seek a sharp, driven, and experienced Product Manager to lead our investments vertical, focusing primarily on mutual funds. This role requires someone who understands investment products deeply, has a user-first mindset, and can work seamlessly with design, tech, and business teams to build scalable solutions Role & responsibilities - Own and evolve the investment products roadmap, with a strong focus on mutual funds. Understand advisor/distributor needs and translate them into intuitive product experiences. Collaborate closely with Tech, design, and sales to deliver high-impact product features. Conduct data-driven analysis to identify trends, performance, and growth opportunities. Ensur...

Role & responsibilities Looking for Relationship Manager with strong knowledge in DMAT accounts, SIPs (Systematic Investment Plans), and insurance. This role typically involves managing and nurturing client relationships, particularly in financial products. Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context: Key Responsibilities: 1 . Client Relationship Management: Build and maintain relationships with clients, understanding their financial needs. o Act as the main point of contact for high-net-worth clients, providing financial advice and assistance. 2 . DMAT (Dematerialized Accounts): Assist clients in opening, maintaining, and resolving i...

About The Role Project Role : Application Designer Project Role Description : Assist in defining requirements and designing applications to meet business process and application requirements. Must have skills : SAP Portfolio and Project Management Good to have skills : NA Minimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Designer, you will assist in defining requirements and designing applications to meet business process and application requirements. A typical day involves collaborating with various stakeholders to gather insights, analyzing user needs, and translating them into functional specifications. You wil...

About The Role Skill required: Talent & HR - Talent Management Designation: Portfolio Delivery Lead Senior Manager Qualifications: Any Graduation Years of Experience: 16 to 25 years Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song" all powered by the world's largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. ...

Start A Mutual Fund Distribution Business With Prudent Corporate Career Position Career Position Current Openings Compliance Officer Description: Compliance with various regulations governing Mutual funds, Bonds, Insurance, NPS, and other financial products; Liaise with external legal and regulatory authorities, Drafting & vetting of agreements Submission of various compliance reports with regulators Desired Profile: Candidate should have experience in Compliance/Legal

We are looking for a Fixed Income Dealer to manage bond and debt market execution for our PMS portfolios The role involves trade execution, market tracking, and ensuring regulatory compliance, with a strong focus on optimizing returns for clients Key Responsibilities: Deal Execution: Execute trades in corporate bonds, government securities (G-Secs), treasury bills, commercial papers, and structured products for PMS portfolios Portfolio Support: Work with the fund manager to implement strategy, rebalance portfolios, and manage cash efficiently Market Tracking: Stay updated on interest rates, RBI policy, credit ratings, primary issuances, and bond market trends Share insights with the team Dea...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose: To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approach ...

We're Hiring: Wealth/Relationship Manager Direct Channel Locations: Indore, Nagpur, Bhopal, Mumbai & Pune Key Responsibilities: Build and maintain strong relationships with existing clients. Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 1 to 6 years of experience in Multiple Banking product sales. Strong knowledge of life insurance products across various insurers. Self-motivated and capable of working independently to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking background Experience: 1-6 Years In...