4685 Mutual Funds Jobs - Page 24

You will be responsible for maintaining effective and smooth relationships with assigned banks in the region to drive business growth. Your main duties will include prospecting, selling, and managing Relationship Managers/Salespeople in banks that also deal with mutual funds. It will be essential to influence decision-making at senior levels within the banks to gain mind share. Your role will involve developing business through consultative engagement with Branch Managers, Senior RMs, Regional Heads, etc. This will include mapping opportunities for primary selling, relationship management, and cross-selling a range of mutual fund (investment) products.,

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, more momentum. Everyones got a seat at the table and a shot to build something that lasts. Be part of a team thats moving fast, thinking big, and building for the next billion. Why You'll Love Working at Angel One! Ranked Top 20 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 9 consecutive years. Innovation Runs Deep: From AI to real-time data infra, you’ll work on tech that’s ahead of the curve and solve problems that truly matter. Build India’s #1 Fintech Platform: We’re not just disrupting finance – we’re shaping how the next billion Indians access wealth. Own It. Drive It. Scale It: You’ll have the freedom to lead, the resources to build, and the opportunity to leave your mark. Job Title: Cluster Wealth Manager Location: Belgaum What you will do: Acquisition of potential new Sub-broker / Partner for Mutual Fund (SB & IFA). Ensure 90% of Sub-brokers (SB & IFA) are active every month. Work on Inactive SBs to make them active. Advising Sub-brokers clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. Responsible for delivering Mutual Fund (SIP & Lump-sum), Insurance (LI, GI & HI) targets. Conduct SB engagement programs every month. Manage 90 % of SIP Registered to Triggered ratio. Ensuring 100% service delivery to assigned partners. Who You Are Should be from Broking industry with relevant experience. Should have good communication and convincing skills. Should be open to work in a target-oriented environment. Outgoing personality, you are confident when interacting with people of higher seniority. Willing to take initiative and ability to think outside the box. What's in it for You? Flexible work model: Whether you're remote, hybrid, or in-office, we trust you to work where you thrive and deliver with impact. Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team. We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.

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, more momentum. Everyones got a seat at the table and a shot to build something that lasts. Be part of a team that’s moving fast, thinking big, and building for the next billion. Why You'll Love Working at Angel One! Ranked Top 20 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 9 consecutive years. Innovation Runs Deep: From AI to real-time data infra, you’ll work on tech that’s ahead of the curve and solve problems that truly matter. Build India’s #1 Fintech Platform: We’re not just disrupting finance – we’re shaping how the next billion Indians access wealth. Own It. Drive It. Scale It: You’ll have the freedom to lead, the resources to build, and the opportunity to leave your mark. Job Title: Cluster Wealth Manager Location: Durgapur What you will do: Acquisition of potential new Sub-broker / Partner for Mutual Fund (SB & IFA). Ensure 90% of Sub-brokers (SB & IFA) are active every month. Work on Inactive SBs to make them active. Advising Sub-brokers clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. Responsible for delivering Mutual Fund (SIP & Lump-sum), Insurance (LI, GI & HI) targets. Conduct SB engagement programs every month. Manage 90 % of SIP Registered to Triggered ratio. Ensuring 100% service delivery to assigned partners. Who You Are Should be from Broking industry with relevant experience. Should have good communication and convincing skills. Should be open to work in a target-oriented environment. Outgoing personality, you are confident when interacting with people of higher seniority. Willing to take initiative and ability to think outside the box. What's in it for You? Flexible work model: Whether you're remote, hybrid, or in-office, we trust you to work where you thrive and deliver with impact. Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team. We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.

Business Analyst ( Third Party)

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: Trading on behalf of the clients and Advising clients on market Queries Building relationships with NRI clients & educating them about Investments Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- Minimum Graduation. Should have a sound understanding / knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.tithee@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991538421.

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Establishing and strengthening relationship with the allocated customer base. Identify financial goals of customers and providing financial planning assistance. Fix self appointments everyday from the given customer database as per the campaign Required Candidate profile • 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. • Minimum 6 months exposure to Life Insurance • Age Bracket: 25-30 years • Must own a conveyance

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Preferred candidate profile Graduate / Postgraduate or an MBA Relevant NISM and other Certifications 5 years plus work experience in the financial services industry

Job Description / Responsibilities: Onboard clients efficiently on the BSE MF STAR portal . Execute mutual fund transactions such as SIP, Lumpsum, STP, SWP, Redemption, and Switch with accuracy and timeliness on the BSE STAR portal. Coordinate with Asset Management Companies (AMCs) to resolve queries, complete documentation, and provide operational support. Respond promptly to client queries related to NAV, portfolio performance, and transaction status. Educate clients on using the mutual fund mobile app and other digital tools to enhance their investment experience. Desired Candidate Profile: Strong knowledge of mutual fund products, transaction workflows, and regulatory compliance. Excellent verbal and written communication skills. Proficient in MS Excel and MS Word. Thorough understanding and hands-on experience with the BSE MF STAR platform . NISM 5A Certification is a strong advantage. Prior experience working in a mutual fund distribution house or wealth management firm is preferred.

Ensure compliance with SEBI PMS Regulations Develop and maintain Compliance Manual, Checklist, Tracking, and Reporting Assist in AML/PMLA & Insider Trading Compliance Assist in concurrent, internal, and statutory audits related to PMS.2-3 years of experience in PMS/AIF/MF compliances. Knowledge of SEBI PMS regulations, Companies Act 2013, AML/PMLA, and Insider Trading regulations.

Job Overview: As a Back Office Associate in the mutual funds or insurance sector, you will play a crucial role in ensuring the smooth and efficient functioning of administrative and operational tasks that support the core business activities. Youll be responsible for managing various backend processes that contribute to the overall client experience and regulatory compliance. Your attention to detail, organizational skills, and ability to collaborate with different teams will be essential in carrying out your responsibilities. Key Responsibility: Preparing Quotations, Recordkeeping, Tally Entries, and Managing Office Admin. Digital Marketing Posts and Follow-up NO SALES Receiving /Uploading Proposal Form Information data entry Insurance Quote Creations Key Skills : Inusrance Mutual Fund Back Office

We are looking for a proactive and result-driven R elationship Manager to drive client acquisition and retention for a range of financial products. The role requires strong networking capabilities, client advisory skills, and the ability to generate business through fieldwork, references, and cold calling. Lead Generation: Identify and onboard potential clients through cold calling, references, and market outreach. Networking: Build and leverage a strong referral network to generate new business. Client Meetings: Conduct online/offline meetings to understand client needs and recommend suitable investment products and schemes. Client Advisory: Offer tailored financial solutions that align with client goals and maximize returns. Retention & Growth: Ensure consistent client engagement, annual client acquisition targets, and relationship management. Professional Development: Stay updated on market trends by attending workshops, reviewing industry publications, and engaging with professional communities. Fieldwork: Actively participate in on-ground sales activities and client interactions. Experience: Preferred: Mutual Fund Distribution, RM with Banks, Corporate Agency Sales, Wealth Management, insurance RMs, brokers or sub-broker working individually with insurance companies, -Minimum: 2-5 years in financial product sales/distribution Skills Required: Strong market network and prospecting skills, tech savvy, and a people person. Excellent communication, interpersonal, and negotiation skills. Self-driven, target-oriented, hard-worker, and team player. Certifications: NISM VA, Insurance IC 38 or POS, willingness to complete upon joining Incentives & Growth Attractive performance-based incentives. Career growth opportunities in a leading distribution organization. Regular training and development and exposure like never before. Key Skills : Mutual Fund Sales Business Development Client Relationship Customer Relationship

About Cashkaro CashKaro is India s #1 cashback platform, trusted by over 25 million users! We drive more sales for Amazon, Flipkart, Myntra, and Ajio than any other paid channel, including Google and Meta. Backed by legendary investor Ratan Tata and a recent $16 million boost from Affle, we re on a rocket ship journey already surpassing 300 crore in revenue and racing towards 500 crore. EarnKaro, our influencer referral platform, trusted by over 500,000 influencers, sends more traffic to leading online retailers than any other platform. Whether it s micro-influencers or top- tier creators, they choose EarnKaro to monetize their networks. Here at EarnKaro, we empower influencers, content creators, and everyday users to monetize their reach by sharing affiliate links. Bank Karo is a one-stop solution, that helps customers to acquire the best financial product by analysing, the customer s needs for products such as Credit Card/ PL/STPL, or Mutual funds, etc. Overview We are looking for a highly driven and detail-oriented professional to manage Category & Product Feeds CashKaro. This role will require full ownership of product categories, end-to-end product feed management, pricing accuracy, and seamless operational processes. The candidate will play a critical role in ensuring the best user experience by maintaining accurate, real-time product listings. Key Skills & Requirements Experience in Category Management, Supply Chain, or Feed Management Strong attention to detail and ability to maintain data accuracy at scale. Proficiency in Excel/Google Sheets; working knowledge of SQL is an added advantage. Analytical and problem-solving mindset with a proactive approach. Ability to work effectively with cross-functional teams and manage multiple priorities in a fast-paced environment. Key Responsibilities Product Category Ownership Manage assigned product categories end-to-end, ensuring listings are updated, relevant, and optimized for user experience on CashKaro. Price Accuracy and Validation Ensure product prices on CashKaro are always correct and aligned with partner websites through regular price audits and timely issue resolution. Product Feed Management Oversee the complete lifecycle of product feeds, including ingestion, updates, and display, ensuring smooth, real-time sync between partner feeds and the CashKaro. Process Optimization and Quality Control Build strong processes, implement quality checks, and drive continuous improvements to prevent errors and enhance operational efficiency.

What this job involves: Floors walk to the assigned locations to check the readiness of beverage vending machine on regular intervals and take Inventory management of the beverage supplies and upkeep of the stores. What your day-to-day will look like: Take reading of the beverage vending machine with the beverage vendor at start and end of day. Inventory management of the beverage supplies and upkeep of the stores. Check and govern the pantry readiness and report to the respective function in case of any abnormality. Water refilling in the floor pantries. Receiving and storing of the bubble top waters in the respective areas. Ensure the Punctuality governance tasks are completed in timely manner. Check the all-floor beverage vending machine and supplies refilled on regular intervals. Weekly deep cleaning activity at the pantry area. Weekly deep cleaning of the water dispensers. Assist F&B team in collecting the food samples during main meal hours. Assist F&B team in checking the required checklist of the vendors. Assis F&B team at the cafeteria during the main meal hours. (BF, Lunch, Dinner, and Midnight snack). Assist F&B team in conducting random checks for the beverage quantity, quality, and temperature. Assist the F&B team during events. Assist then F&B team in checking the waste clearance from vendor counters post all meal services. Water and Tea Coffee service on request to boardrooms and director cabins and events at boardrooms Oversee weekend pest control activity at respective floor pantries.

Ensure effective and smooth relationship with assigned banks in the region for growth in business. Responsible for prospecting, selling managing RMs / Sales people in banks in the region, who are also into mutual funds. Influence decision making at senior levels to get mind share from the banks. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Mapping the opportunity for primary selling, relationship managing cross selling a range of M.F (investment) Products.

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process Result orientation Customer centricity relationship building Basic Computer Knowledge. Good communication skills- English and regional language JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process Result orientation Customer centricity relationship building Basic Computer Knowledge. Good communication skills- English and regional language

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: Four to six years of asset management accounting experience in either an Accounting Firm, Hedge Fund, Hedge Fund Administrator, Mutual Fund or other financial institution where the accountant has gained financial products knowledge Previous Financial Statement Preparation experience Bachelor s degree in Accounting, Finance or Economics with a minimum of 9 Accounting credits Excellent communication skills. Our Benefits Your wellbeing is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location. We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect. Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection. Your Role: Under limited supervision, prepare and review annual, semi-annual and quarterly financial statements in accordance with GAAP or IFRS, as required. Compile and review the balance sheet, income statement, statement of changes, cash flow, footnotes and additional schedules as required Compile and advise on monthly, quarterly and annual regulatory reports such as Form PF, Form SLT and others Contribute to strong regulatory reporting relationships through interactions with internal parties, client, regulators (SEC) and audit firm personnel Writing and/or reviewing various reports related to engagements. Prepare adhoc reports for the client upon request. Troubleshoot Fund Accounting and client issues. Attend meetings and training to enhance knowledge Ensure accuracy of footnote disclosures via review of legal documents governing the fund Present to or exchange information internally, with clients and outside auditors. Coordinate year-end financial statement process Identify errors or problems and independently investigate; recommend solutions to team members or supervisors Work under limited supervision. Follow established procedures. Plan own work. Suggest methods and procedures for new work assignments, reviewing with supervisor for input or approval Assist in development of training programs for accountants in all aspects of financial reporting and the alternative fund industry.

Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Global Asset Management Global Asset Management, the investment management business of the HSBC Group, serves HSBC s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. Global Asset Management fulfills its purpose of connecting HSBC s clients with investment opportunities around the world through an international network of offices, delivering global capabilities with local market insight. We are currently seeking an experienced professional to join the AMIN Sales Distribution team. The role is responsible for managing the distributor channel network (viz Banks, National Distributors and IFAs) to ensure high mind share for our products through innovative promotional schemes and deliver aggressive sales budgets. Key Responsibilities Manage key focus distributors across Banks including Wealth and Personal Banking Segment National Distributors Work closely with Group Distribution entities to strengthen the network Build new distribution channels and penetration opportunities within the IFA segment. Focusing and developing new areas in terms of business expansion, identifying potential counters to increase market share. Develop own Regional level relationships based out in the region. Manage key institutional clients in the market Demonstrate the right behaviors by doing business the right way and live by HSBC values. The role at times requires a direct interface with the client. A mature person with the ability to promote sell and discuss the markets with ease would be an ideal fit. Requirements The successful candidate for this role will need to possess the following skills and experience: A good understanding of mutual fund products. Strong selling skills commercial acumen Good verbal and written communication, leadership and interpersonal skills The inclination to work in a client facing, sales role Ideally a post graduate with at least 6 - 10 years of experience; AMFI certification is desired Candidates who do not meet the experience / educational qualifications but have a passion for mutual fund sales are also welcome to apply Valid NISM certification. The location for this role is Nashik , India Additional Information : Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click HERE

Dear Candidate, Greetings From"APEX SERVICES" Role- Assistant Area Manager /Area Manager CTC- up to-8 LPA+ incentive + Other benefit Key Responsibilities: Business Growth & Revenue Generation: Drive team-level sales and profitability across financial products including broking, mutual funds, life & health insurance, cards, and loans. Team Management: Lead, mentor, and grow a team of part-time salaried Financial Product Distributors (on vendor payroll). Ensure their training, productivity, and performance are aligned with company goals. Customer Acquisition & Retention: Expand UHNI and corporate customer base. Foster local area programs, referral models, and client retention strategies. Operations & Administration: Oversee daily branch operations, ensure smooth backend functioning, and manage distributor- level reporting and escalations. Compliance & Risk Management: Adhere to all regulatory and internal compliance norms; monitor CIBIL scores, documentation, and grievance redressal. Market Intelligence & Strategy: Scan local competition and consumer demand trends. Engage in innovative planning to align with evolving market dynamics. Candidate Profile: Experience: 46 years in wealth sales (Wealth Management firms, Banks, NBFCs) Education : Graduate Age : Below 33 years Notice Period : Maximum 1-2 months Kindly reply with updated CV on apex.ujjwal@gmail.com . if you are interested for the mentioned Job Role. you can call also on 6394266681

Job Summary: 1. Manage multiple clients / funds / projects and ability to think outside the box to come up with innovative solutions. 2. Ensure daily processes are completed in line with Standard Operating Procedures and check list signed off & approved within the deadlines. 3. SME of Syndicate Loan workflow along with Capital Markets. 4. Reconciliation basics especially pertaining to market value, transaction and positional recon. 5. Understanding of various fee involved in Bank loans, Admin Fee and Incentive Fee, Dividend Accrual Reconciliation, Bond Coupon Accrual. 6. Good Understanding of Capital Markets - Equities, Futures, Options, Fixed-Income, ABS, FX & Forwards, OTC and Derivatives. 7. Good knowledge for trade life cycle. Experience: 3+ years of experience in (Investment Banking) Hedge Fund, Capital markets, Fund Accounting, Mutual Funds working in AMCs broking houses, Registrars/Transfer agents, custodians in the reconciliation side will be preferred. Excellent communication both oral and written required and basic knowledge of US corporate banking products & concepts. Open to occasional weekend work and/or extending evening hours when and if required Willingness to work flexibly and as part of ONE team and passionate about delivering excellence in service and quality. Immediate Joiners preferred.

Develop sales team through motivation & product knowledge. Build & manage customer relationships. Develop & execute sales planning. Achieve acquisition & revenue targets. Forecast & achieve monthly, quarterly targets. Looking post-sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share at cv - Kriti@theinfinityspace.com Perks and benefits Full Time On Roll Medical benefits Career Growth

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Key Responsibilities: Develop a good understanding of real estate private equity funds operations, quarterly reporting deliverables, financial systems/applications and the reporting source data. Prepare and review customized Investor reporting templates for all Real Estate funds, ensuring accuracy and quality Prepare Quarterly Investor Reports and Performance Summaries. Provide Audit confirmation to auditors and handling auditor inquiries Perform Management Fee calculations/ Investor memo. Create and review Salesforce tickets for tracking investor requests. Perform IRR and Time Weighted Return and Leverage Ratio calculation for Real Estate funds. Handling LP Mailbox and investor queries on daily basis Onboarding Investors to a fund or Investment platform and manage/update salesforce for onboarding Handing ad-hoc requests. Desired Candidate Profile: MBA/Postgraduate with good knowledge in Finance and Reporting. Candidates must have 1-2 years of relevant experience in financial reporting, performance reporting. Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word) The ability to effectively work as an individual contributor and possess strong analytical, problem solving, critical thinking and decision-making skills, multitask and deliver under tight deadlines The profile involves effective communication across Clients facilities globally and hence possessing excellent interpersonal and communication skills in verbal and written English is a must A demonstrated ability to write effectively and summarize large amounts of information succinctly and quickly A desire to work in an international team environment, often under pressure and with multiple stakeholders

BRANCH MANAGER Branch Banking KRAs: • Enhancement of deposit pool from customers. • Establishing standards and delivery of service. • Sale of non-deposit products. Cross selling targets progressively. • Sale of Mutual Fund and Insurance products. • Fee income. • Branch administration. • Regulatory compliance. • Manage productivity, morale of branch personnel • Overall responsible for break-even and P&L of branch EXPERIENCE: • Overall 10 years of Banking experience; out of which 3-4yrs in Retail Liabilities • Must have had Sales experience and exposure, preferably of Liabilities products • In-depth understanding of financial instruments, markets and macro - micro economic processes • Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT • Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives. QUALIFICATIONS / QUALITIES: • MBA / CA/ CAIIB • Should have sales orientation • Leadership skills. (Though more tactical than strategic). • Thinker : Doer = 40:60 AGE: 1. 28 38 years THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS PERKS & BENEFITS: * CTC Upto 18Lacs + Bonus+ Home Loan Benefits.