4685 Mutual Funds Jobs - Page 25

Hiring for Investment Advisor and cross sales 5 Days Working * Graduation mandatory. * NISM Certificate is required * Preferred background in BFSI Sales * Experience in BPO or financial services. HR Arti 9522754537 Required Candidate profile Excellent communication is mandatory Graduate also is mandatory NISM Certificate is required

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.

About Us: Groww Mutual Fund Who We Are: Groww Mutual Fund, previously known as Indiabulls Mutual Fund, offers mutual fund schemes designed to suit the various needs and objectives of its investors. We are anchored by principles of simplicity, transparency, long-term wealth creation, and unwavering focus on our customers. Our fund takes pride in identifying investment avenues that combine promising growth potential with solid fundamentals. With the robust backing of Groww Invest-Tech Private Limited (formerly known as Nextbillion Technology Private Limited), our portfolio brims with a diverse range of schemes, from equity funds and hybrid funds to debt funds. Our Mission: Our foremost mission is to create steady, long-term wealth for our investors. We are relentlessly dedicated to unearthing promising opportunities and meticulously designing innovative schemes that enable our investors to harness these wealth-building potentials. What We Stand For: Simplicity and Transparency: We ensure our communication about the fund s performance, strategy, goals, and challenges is jargon-free. Our commitment is 100% clarity, empowering investors to make informed decisions. Focus on Consistent Wealth Creation: Consistency over intensity. Our precision lies in selecting securities that consistently compound returns, paving the way for investors to realize their financial aspirations. Customer Centricity: From tailored products that align with your financial objectives, to resources that inform your decisions, to the unwavering support that underscores our care you remain the cornerstone of our endeavors. Innovation at the Forefront: We constantly strive to redefine the landscape of wealth management through our innovative schemes, catering to varying risk levels, time horizons, and liquidity scales. Key Responsibilities: 1. Custody Operations a. Creation and maintenance of security master (Equity / Debt) b. Trade settlement coordination across equity and debt instruments c. Liaising with investment teams, custodians, brokers, and counterparties d. Reconciliation of holdings between internal systems and custodian data f. Margin placement with CCIL / PCM and handling of pledge/unpledge activities g. Recording and processing corporate actions 2. Fund Accounting a. Validation of NAV, valuation metrics, and expense calculations by Fund Accountant b. Ensuring compliance with SEBI regulations for fund accounting and expense booking. c. Oversight of internal and regulatory reports d. Implementation of new regulatory circulars and process updates e. Vendor expense payments and reconciliations between Fund Accounting (FA) and RTA books f. Monthly review of trial balances and coordination for audit closure 3. Treasury / Cash Flow Management a. Daily cash flow preparation and sharing with the investment team b. Optimal utilization of funds in collection accounts c. Projected cash flow preparation for future planning Who Should Apply: - Professionals with experience in fund operations within asset management companies - Strong understanding of SEBI regulations, fund accounting processes, custody systems, and treasury operations - Detail-oriented individuals with excellent coordination and reconciliation skills - Familiarity with tools like MS Excel, Fund Accounting platforms, and Custodian portals

FS XSector Specialism Risk Management Level Associate & Summary Candidate must have good communication skills, and have worked as a Data Analysts/ Data Quality Analysts in area of Investment Banking or Capital Markets. Good exposure to data analysis and must be able to handle large volumes of data coming from multiple systems as Vendors (e.g., Bloomberg, Reuters etc.), Exchanges and internal systems. Must understand data quality concepts such as accuracy, completeness, validity etc. Good data analysis skills using SQL for data cleaning, data quality checks, data profiling etc. Knowledge of Data Governance concepts is good to have. (Note Please pay attention to domain. We would appreciate candidates coming from Capital Market or IB background No domestic bank/NBFCs. Must be familiar with data quality check rules of Derivatives, Fixed Income, Equity, Mutual fund, Hedge funds etc. People from Reference data background, and good in DQ checks using SQL will be ideal) Why PWC At PwC, you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes for our clients and communities. This purposeled and valuesdriven work, powered by technology in an environment that drives innovation, will enable you to make a tangible impact in the real world. We reward your contributions, support your wellbeing, and offer inclusive benefits, flexibility programmes and mentorship that will help you thrive in work and life. Together, we grow, learn, care, collaborate, and create a future of infinite experiences for each other. Learn more about us . & Summary Strong analytical bent of mind and structured problemsolving approach Good understanding of IT systems, knowledge of MS office (MS Excel, PowerPoint, Word etc.) Responsibilities 1. Qualified Chartered Accountant with upto 4 attempts in both group(Qualified CA of July 2025) 2. Strong analytical bent of mind and structured problemsolving approach 3. Good understanding of IT systems, knowledge of MS office (MS Excel, PowerPoint, Word etc.) 4. Have the ability to work under pressure stringent deadlines and tough client conditions which may demand extended working hours. Ability to work well in teams 5. Willingness to travel at short notice. 6. Selfconfident and selfmotivated 7. Good communication skills, verbal and written, with an ability to explain complex transactions in a clear and concise manner. Mandatory skill sets Investigation & Dispute Preferred skill sets Forensics Years of experience required Fresher Education qualification CA Education Degrees/Field of Study required Chartered Accountant Diploma Degrees/Field of Study preferred Required Skills Investigation Accepting Feedback, Accepting Feedback, Active Listening, AntiBribery, AntiMoney Laundering Compliance, Business Ethics, Code of Ethics, Communication, Compliance and Governance, Compliance and Standards, Compliance Auditing, Compliance Frameworks, Compliance Program Implementation, Compliance Reporting, Compliance Review, Compliance Risk Assessment, Compliance Training, Controls Compliance, Cybersecurity Risk Management, Data Analysis and Interpretation, Data Protection Management (DPM), Disability Support, Emotional Regulation, Empathy, Ethics Training {+ 25 more} No

About Us: Groww Mutual Fund Who We Are: Groww Mutual Fund, previously known as Indiabulls Mutual Fund, offers mutual fund schemes designed to suit the various needs and objectives of its investors. We are anchored by principles of simplicity, transparency, long-term wealth creation, and unwavering focus on our customers. Our fund takes pride in identifying investment avenues that combine promising growth potential with solid fundamentals. With the robust backing of Groww Invest-Tech Private Limited (formerly known as Nextbillion Technology Private Limited), our portfolio brims with a diverse range of schemes, from equity funds and hybrid funds to debt funds. Our Mission: Our foremost mission is to create steady, long-term wealth for our investors. We are relentlessly dedicated to unearthing promising opportunities and meticulously designing innovative schemes that enable our investors to harness these wealth-building potentials. What We Stand For: Simplicity and Transparency: We ensure our communication about the fund s performance, strategy, goals, and challenges is jargon-free. Our commitment is 100% clarity, empowering investors to make informed decisions. Focus on Consistent Wealth Creation: Consistency over intensity. Our precision lies in selecting securities that consistently compound returns, paving the way for investors to realize their financial aspirations. Customer Centricity: From tailored products that align with your financial objectives, to resources that inform your decisions, to the unwavering support that underscores our care you remain the cornerstone of our endeavors. Innovation at the Forefront: We constantly strive to redefine the landscape of wealth management through our innovative schemes, catering to varying risk levels, time horizons, and liquidity scales. Our team is a tapestry of passion, commitment, and innovation. Every member of the Groww Mutual Fund family is instilled with a sense of ownership, a customer-first mindset, unwavering integrity, and a thirst to challenge the established norms. If youre inspired by the idea of redefining conventions and making a lasting impact, you might just be the addition were seeking. Together, lets shape the future of wealth management in India. Key Responsibilities: Daily compliance activities and ad-hoc reporting w.r.t SEBI and AMFI. Prepare/ review of policies and procedures for annual review. Coordinate for Internal Audit. Having an understanding of PMLA guidelines and STR reporting. To review alerts generated on the proposed surveillance system. To maintain tracker and ensure compliance for daily SEBI recovery, and folio freezing orders. To keep track of PIT approvals. Monitor the compliance requirements w.r.t website. Support in compliance clearing marketing materials. Maintain policy tracker and review policy compliance. Support in committee meetings and Board meetings Agenda preparation. Required Skills and Expertise: Bachelors degree in business administration, law, finance, or related field; advanced degree preferred. Minimum of 4 years of experience in compliance, regulatory affairs, or a related field. Strong understanding of relevant laws, regulations, and industry standards. Excellent analytical skills and attention to detail. Effective communication skills, both written and verbal. Proficiency in Microsoft Office Suite and other relevant software.

What is the roles objective? To be able to execute all client response functions at front desk of Mumbai Branch including handling of petty cash / vendor payments. Acceptance & time stamping of applications, handling walk in clients for their queries and complaints. Proper scrutiny & other quality checks for an application form. Ability to complete standard verification from client/distributor. Filling deposit slip and handling cheque banking as per guidelines. Reporting of large value transactions through the system. Should be able to handle in bound/ outbound calls. Branch Administration related work/ correspondence with different functions. Ability to coordinate and work with Registrar/Head Office/ Vendors. Coordination with Sales team and resolving their queries. What skills do you need to possess? Positive attitude and disciplined approach. Good communication skills. Desire to learn and excel. What is the prior experience expected? 5-6 years. Preferably from Mutual Fund Background or from Banks What qualification you should have? Graduate

FE fundinfo is a global leader in investment fund data and technology. We are proud of our vast, diverse, and highly skilled team, who help to make our industry Better Connected and Better Informed. Our Engineering & Data Management function design, build and deploy software products for a wide range of financial market clients with a primary focus on the fund data value chain. Our agile teams come together as global solution providers using the latest tools and innovative techniques. We are seeking a highly motivated and analytical Senior Data Analyst to join our team. In this role, you will play a pivotal role in ensuring the processing of data with accuracy and maintaining timeline, data-driven decision making, and providing actionable insights across the organization. Your key responsibilities as a Senior Data Analyst will be to: Data Processing Manage end-to-end data collection to ensure efficient, scalable, and accurate processing of large, multi-source datasets. Identify and address data anomalies, inconsistencies, and errors. Refine metrics to assess data accuracy, completeness, processing trends, and KPIs, providing actionable insights to stakeholders. Analyze current data processing methods and recommend improvements to enhance accuracy, reduce latency, and increase reliability. Work with data providers and internal/external stakeholders to improve data processing standards. Data Analysis Actively engage in client calls to gather requirements, present insights, address questions, and ensure alignment on analytical goals and deliverables. Create clear, actionable reports and interactive dashboards to communicate findings to stakeholders. Investigate anomalies and variances in data to identify underlying issues and recommend corrective actions. Ensure data accuracy, completeness, and consistency through validation checks and continuous quality improvements. To join us as a Senior Data Analyst you will need the following experience and skills: 3-5 Years experience with any bachelor s degree preferably with a finance specialization (master s degree a plus). Experience with maintaining and ensuring the accuracy of data Proven experience in document production Experience in data analysis with the ability to identify discrepancies and anomalies Experience in tracking and reporting on metrics to management By joining the team as a Senior Data Analyst, you will be offered the following: Be part of the Global Data Operation team who is responsible for the core data collection & processing. Become a domain expert by increasing the knowledge of Mutual funds operations. 24 days holiday Paid Study leave Enhanced paternity & maternity Statutory benefits like PF, Gratuity, etc Support to set up home office Health cover with option to add family members Annual health check up Meal cards Full LinkedIn Learning access Apply today for immediate consideration and we will endeavour to get back to you within 5 working days. Visit our Glassdoor profile or fefundinfo.com to find out more about life @ FE fundinfo!

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.

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.

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.

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.

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.

Branch Manager For One of the Leading Capital Market Company 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.

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.

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.

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.

Talk to customers, explain products, and solve doubts. Use company leads and get more through referrals. Follow up with leads and close sales on time. Keep records of calls, leads, and sales. Meet targets and support your team if needed. Required Candidate profile Graduate in any field. 2+ years of sales experience (BFSI exp is a plus) Good communication &convincing skills Local candidates preferred. Goal-oriented & self-motivated Palak Rana | HR | 9723104999

Talk to customers, explain products, and solve doubts. Use company leads and get more through referrals. Follow up with leads and close sales on time. Keep records of calls, leads, and sales. Meet targets and support your team if needed. Required Candidate profile Graduate in any field. 2+ years of sales experience (BFSI exp is a plus) Good communication &convincing skills Local candidates preferred. Goal-oriented & self-motivated Palak Rana | HR | 9723104999

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.

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.

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.

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.

Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + Location - Gurgaon Job Description : 1. Trading on behalf of the clients 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills. Interested candidate can share there updated resume at devashree.lad@hdfcsec.com