4685 Mutual Funds Jobs - Page 26

More info call 6352458972- Krishna Recruit the team of Partner. Train and motivate them. Guiding the Team to sell the products on the market. Driving sales through partner, for the company Team Management and team handling Partner have fix salary Required Candidate profile Age: 21 To 45Years Qualification: Graduation (No Backlogs) Experience: 2 year of Experience in Sales & Marketing ( BFSI ) with Relieving Letter/Resignation Acceptance Mail Bike: Mandatory

Join as a Sales & Marketing Manager and grow your career in Maharashtra! Job Role: Lead a team of Sales Executives and help them meet monthly sales targets Visit clients daily with your team and follow up on leads Build good relationships with local customers, dealers, and distributors Promote company products and close deals on time Achieve monthly and quarterly sales goals through fieldwork What Were Looking For: Graduate in Any field At least 2 years of experience in Sales, BFSI, FMCG, Pharma, or Marketing Good communication and people skills Strong knowledge of your local area and a good network Why Work With Us? Local Work Location Strong Incentive Structure Leadership Role with Career Growth Fast Interview & Joining Call us : +91 9723104999 Send your resume : palak.r@tekpillar.com

Candidate should have good knowledge of Syndicated Term Loans (LMA and LSTA markets) Candidate should have knowledge of Loans Settlements platform such as ClearPar, VTS and Loans Platform. Understanding of Paydowns, PIK, DC/COC, Assignment Fee, Consent Fee, Ticking Fee etc. Understanding various types of Loans such as DDTL, TL, Revolver etc. Understanding of Settlement Date Co-ordination (SDC). Understanding of Payment confirmations and SWIFT messages from Trustee and Counterparties. Good understanding of Investment Banking and Trade Life Cycle. Good verbal and writing communication skills. This role is primarily responsible for managing end to end trade Support activities e.g. Trade Bookings/Confirmation/Settlements activities for DTC/ Euroclear/Fed and CEDEL Market. Ensuring all Trades are booked on time in Order Management System, Confirming all Trades with CPTY On T+0, on VD+2 ensure all trades are pre-matched and settled on good value date. Responsible for working on Term Loan Settlement process using various tools e.g., ClearPar, Geneva. Resolving daily issues and challenges come across in Trade Support Process.

Job Descripation - Solution Bid Manager Have a personal impact on winning structuring deals for Apps, promoting the rules of the Solutioning Manifesto. Mastery of the Apps portfolio and industrial model - Monitoring of Price to Win, proposal quality and oral presentation preparation - Facilitation of sessions"value proposal", "price to win", "solution workshop". - Challenge the solution to take account of the customer"s pain-points - Management of the bid response team Ensure internal processes are applied - Control of the ABL / MU opportunities funnel shared with the P&S APPS teams (deal map). - Rigorous weekly updating of tools - Systematic reviews (GNG, SR, PR, Win/Loss reviews) - Validation of the industrial model with the PUs concerned, systematically considering offshore & nearshore. - Ensure minimization of remaining costs NOT A COORDINATION ROLE , He / She should own the process.

1. Generating revenue by acquiring Clients from open market. 2. Sales of all the Financial products- Equity, MF SIP's, Bonds, Insurance etc. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. Required Candidate profile > Must be a Graduate > Min 2 yrs exp in Demat acquisition/ Equity Sales and cross sell TPP (MF/Bonds/LI ) > Must have their own client base. > Job Location: Basappa-Malleshwaram-Indiranagar Perks and benefits Incentives as per industry norms

We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented and experienced Operations Associate to join our team immediately. Who are we? Cambridge Wealth is a respected brand in the wealth segment, having won awards from BSE as well as Mutual Fund houses. Our clients include renowned professionals from various industries. What you will do: Client onboarding: Facilitate smooth onboarding of new clients, including High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (Ultra HNIs), and Non-Resident Indians (NRIs), ensuring all necessary documentation and processes are completed efficiently. Client transaction and execution: Oversee client transactions, ensuring accurate and timely execution of their investment requirements. Data Management: Maintain and manage client data, ensuring confidentiality and accuracy. Handling transmission cases: Manage transmission cases for clients, including minor to major changes, transmission due to death, and residence status changes. Client Reporting: Prepare and send various reports to clients on a regular basis, meeting their specific reporting preferences. Incidental Client Management: Handle any other client-related tasks or issues that may arise. Understanding of internal system. Reconciliation of transactions between the exchange and back-office application. Order placement into the exchange. Updated with the regulator's norms. Candidate should be well versed with mutual fund and should have experience initiating transactions on BSE platform for example - E-KYC, SIP Purchase, Redemption, SWP, STP Liaison with Mutual fund houses, checking of brokerage calculations and all related reports. What are the qualifications you need: Education: Graduation in Commerce and Management field is preferred. Certifications: NISM VA exam, AMFI certification preferred. Experience: Experience in the Mutual Fund field is an added advantage, with exposure to HNI, Ultra HNI, and NRI client needs. Familiarity with Zoho suites preferred. Familiarity with Tarakki operations preferred. What would help make you a great fit for the role: Having a Client-centric approach: Prioritize the specific needs of HNIs, Ultra HNIs, and NRIs, ensuring personalized and exceptional service. Team building and leadership qualities: Ability to build and lead small, effective teams in serving discerning clients. Knowledge of financial products: Familiarity with Mutual Funds, PMS, and other financial products. Communication skills: Good verbal communication and drafting skills, adapting communication to suit diverse client preferences and requirements. Experience with running Mutual Fund Distribution operations. Who you are NOT. This role is not for you if: You have difficulty being attentive to details Are not ownership and responsibility driven Are not solution oriented nor comfortable with a startup environment Prefer a slow, structured environment where you are given micro-instructions Want to take it easy and prefer a passive role What you will get: An opportunity to be a core team member with a growth path A fast-growth environment A place where you matter, and are not just a cog in the wheel An encouraging, informal and comfortable working environment A place where flexibility can be earned and work-life balance ensured Competitive Compensation If you are a proactive, detail-oriented professional with a passion for supporting founders and driving organizational success, we would love to hear from you. Join us in our journey to shape the future of our organization and make a meaningful impact in the industry. Note: The final designation and compensation will be determined based on the candidate's experience and qualifications. Freshers may apply for a trainee position with the possibility of a confirmation subject to evaluation. The starting salary would be Rs.15,000/- p.m. in hand. Our Hiring Process: You Apply and answer a couple of quick questions [5 min] Online General Aptitude assessment test [1 hour] Recruiter screening video interview [30 min] Technical interview: [30 min - discussion around experience and skills] Founder's interview: [30 min] We make you an offer and proceed for reference and BGV check. Please note this is an at office job at Prabhat Road, Pune and we work Monday to Saturday (shorter hours on Saturday).

Responsible for building relationships with existing Institutional Clients and Acquisition of new clients. Required Candidate profile 8-10 years experience in corporate/institutional sales. Experience in wealth segment handling family offices can be considered

Position Summary: We are seeking a highly motivated and customer-focused Chat Agent to join our dynamic team. The ideal candidate will be responsible for providing accurate, timely, and professional support to our clients regarding their securities business queries via live chat. This role requires a strong understanding of stock market operations, investment products, and excellent communication skills to assist clients with their trading and investment-related inquiries. Key Responsibilities: Live Chat Support: Respond promptly and efficiently to a high volume of inbound customer chat inquiries related to stock market activities, trading platforms, and investment products. Query Resolution: Accurately identify and resolve customer issues, including but not limited to: Account-related queries: Account opening, KYC, login issues, password resets, demat account statements. Trading queries: Order placement (buy/sell), order status, trade execution, margin calls, stop-loss orders, bracket orders, cover orders, options and futures trading. Market information: Stock quotes, historical data, market indices, corporate actions (dividends, splits, bonuses, rights issues). Platform navigation: Guiding customers through the trading platform, mobile app, and web portal features. Product information: Explaining various investment products (equities, mutual funds, ETFs, derivatives, bonds, commodities). Regulatory compliance: Providing information on regulations, exchange rules, and other relevant guidelines. Fund transfers: Inquiries related to deposits, withdrawals, and fund settlement. Information Dissemination: Provide clear, concise, and accurate information, explaining complex financial concepts in an easy-to-understand manner. Escalation Management: Identify and appropriately escalate complex or unresolved issues to the relevant internal departments (e.g., trading desk, back office, compliance) while ensuring a seamless customer experience. Documentation: Maintain detailed and accurate records of all customer interactions and resolutions in the CRM system. Feedback & Improvement: Proactively identify trends in customer inquiries and provide feedback to management for process improvement, FAQ development, and product enhancements. Compliance: Adhere strictly to all company policies, regulatory guidelines and data privacy regulations. Continuous Learning: Stay updated with the latest market trends, financial products, regulatory changes, and company offerings. Quality Assurance: Ensure all chat interactions meet company quality standards and service level agreements (SLAs). Required Skills and Qualifications: Education: Bachelor's degree in Finance, Commerce, Business Administration, Economics, or a related field. Experience: 1-3 years of experience in customer service, preferably in the financial services or stockbroking industry, with a strong emphasis on chat support. Stock Market Knowledge: Preferred and strong understanding of stock market ( Preferably European ), including equity, mutual funds, and basic knowledge of commodities/forex. Familiarity with stock market regulations and exchange operations is a significant plus. Communication Skills: Excellent written communication skills with impeccable grammar, spelling, and punctuation. Ability to explain complex information clearly and concisely. Technical Proficiency: Proficient in using CRM software, live chat platforms, and Microsoft Office Suite (Word, Excel). Familiarity with trading platforms is highly desirable.

OPENING FOR ONE OF THE LIFE INSURANCE SELLING LIFE INSURANCE POLICIES RECRUITING AGENTS REACHING TARGETS LOCALITE SALARY MAX 6 L+INCENTIVES+MEDICALS Required Candidate profile NEED 3 YEARS EXPERIENCE IN SALES AND MARKETING and insurance LOCALITE FIELD SALES MARRIED

Urgent Hiring for CSA Fresher & Experience both can apply.( Experience in BPO or BFSI or Financial serves) Graduation mandatory NISM XA/NISM XB/VA/VB certificate is required Salary : 2 LPA to 5 LPA Immediate joiners. HR Apporva : 9713546791 Required Candidate profile Excellent verbal and written communication Fresher & Experience both can apply.( Experience in BPO or BFSI or Financial serves) Graduation mandatory NISM XA/NISM XB/VA/VB certificate is required

This Opportunity is with a leading Stock Broking company for their office in Kolkata location Role: Relationship Manager Experience: 2 - 5 Years Job Description: Role & Responsibilities: New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite, and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organization on a monthly basis. Migrating offline clients to do online trading. Regular updates to the immediate superior as a when required. Required Skillset: Required Experience in Broking Industry Required Experience in Sales of investment products. Any Graduate - Full Time Good communication skills Strong analytical skills Customer orientation Interested Candidates can share their CV's at priyal@topgearconsultants.com

Platinum Relationship Manager Business BankingKRAs: 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 satisfactionDesired 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

Portfolio Manager Department Kotak Mahindra Bank Retails Assets Reporting Relationship Reporting to Location Collections Manager Position Grade M1 M2 Monitoring and maintaining collection for the area. Managing repossession. Co-ordination with collection agency, repossession agent, sale of asset, Legal formalities. Graduate Min 2 5 years of experience in collections. Confident, ability to handle a team of collections, can go to the field when required and also give training to his team when needed

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 satisfactionDesired 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

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 satisfactionDesired 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 experiencePost Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed

Client Relationship Management: Build and maintain strong relationships with corporate clients in the Mid Corporate segment & Channel Partners Understand clients' financial goals, challenges, and opportunities. Identify new business opportunities and revenue streams within the corporate finance sector. Expand the client base and promote financial products and services. Deal Structuring: Collaborate with clients to structure financial deals tailored to their specific needs. Prepare and present proposals to clients. Credit Solutions: Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products. Assess creditworthiness and risk factors associated with clients Portfolio Growth: Focus on portfolio growth by cross-selling financial products and services. Achieve budgetary targets for Net Interest Income (NII) and fee income. Financial Analysis: Analyze financial statements, credit reports, and market trends to assess client performance and risks. Develop insights to enhance client portfolios. Compliance: Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies Team coordination, Good Attitude and willingness to learn & impart trainings

Job Title: Sr. Research Analyst/ Research Analyst – Fixed Income Research & Valuations Division – CRISIL Intelligence Department – Fixed Income Research Website- https://intelligence.crisil.com/ Experience: 2-5 years Functional Responsibility/ Domain Related: Valuations of various Indian debt instruments including corporate bonds, money market instruments, government securities, state development loans, Treasury bills etc. Construction and review of yield curve across issuers, sectors and rating categories. Establishing a strong network for polling across market participants – mutual funds, insurance companies, banks, primary dealers, brokers, arrangers and other active investor/ traders segments Polling with various debt market participants on a daily basis for sourcing required pricing information. Sourcing and analyzing trades/pricing data received from various market sources (exchanges, asset managers etc.) for the purpose of valuations. Preparation of valuation models using excel/VBA. Preparation of ad-hoc analytical report for the purpose of senior management and/or for external agencies. Preparation and maintenance of documentation related to valuations Assistance in development, testing, maintenance of various in-house applications Desirable Skills: Fixed income dealing experience in CP, CD and corporate bonds in Indian debt markets Strong connect with market participants including fund managers, arrangers, PDs, issuers, brokers etc Analytical inclination and fixed income fundamentals knowledge. Strong oral, written and presentation skills Fixed income market understanding Working knowledge of MS office products and VBA

Role & responsibilities Preferred candidate profile

Client Relationship Management: Build and maintain strong relationships with corporate clients in the Mid Corporate segment & Channel Partners Understand clients' financial goals, challenges, and opportunities. Identify new business opportunities and revenue streams within the corporate finance sector. Expand the client base and promote financial products and services Deal Structuring: Collaborate with clients to structure financial deals tailored to their specific needs. Prepare and present proposals to clients. Credit Solutions: Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products. Assess creditworthiness and risk factors associated with clients. Portfolio Growth: Focus on portfolio growth by cross-selling financial products and services. Achieve budgetary targets for Net Interest Income (NII) and fee income. Financial Analysis: Analyze financial statements, credit reports, and market trends to assess client performance and risks. Develop insights to enhance client portfolios. Compliance: Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies. Other desired attributes: Team coordination, Good Attitude and willingness to learn & impart trainings.

Job role: Handle current portfolio of Light Commercial Vehicles Handling the loans of Commercial (Used/New). Handle the whole process of providing Vehicle loan to customers. Follow up EMI customers & arrears customers for collection. Developing the new market area and gathering market information. Always try to make new market to generate sales. Making good relation with Dealers and also with existing Clients.

-Process:- Inbound And Outbound Voice Process -Fresher/ experience both can apply -HSC pass can apply -freshers Salary-12k To 16k + incentives -Shift timing: 9:30am-6:30pm -Good communication required -looking for immediate joiner Required Candidate profile min qualification HSC Job Location: Kapurbavadi junction Majiwada Thane (w)- 400607 To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Akshay:- 9822146578 Perks and benefits High Incentives and growth opportunities.

Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further 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 Job Requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

Portfolio Manager Department Kotak Mahindra Bank Retails Assets Reporting Relationship Reporting to Location Collections Manager Position Grade M1 M2 Monitoring and maintaining collection for the area. Managing repossession. Co-ordination with collection agency, repossession agent, sale of asset, Legal formalities. Graduate Min 2 5 years of experience in collections. Confident, ability to handle a team of collections, can go to the field when required and also give training to his team when needed

Affluent Relationship Manager JD Job Role- Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements. Ensure client contactability at all times through regular connect with them in weekly/monthly calls. Resolve client queries for the managed book within the specified TAT. Plan and conduct special sales initiatives and events for prospective and existing clients. Endure adherence to all bank and regulatory processes at all times. Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills. Decision making skills with strong sense of ownership. Experience in portfolio management, building and maintaining HNI customer relationships.

This role is for one of the Weekday's clients Salary range: Rs 700000 - Rs 1200000 (ie INR 7-12 LPA) Min Experience: 5 years Location: Mumbai JobType: full-time Key Responsibilities: Acquire new clients and manage existing relationships to drive fixed deposit sales. Effectively communicate the features, returns, and benefits of fixed deposit products to clients. Achieve monthly and quarterly fixed deposit sales targets and support broader revenue goals. Execute lead generation strategies including client referrals, networking, and in-person meetings. Guide clients on market conditions, interest rate trends, and fixed deposit strategies. Ensure accurate and compliant documentation as per regulatory standards. Coordinate with internal operations and compliance teams for seamless transaction execution. Identify and promote cross-selling opportunities for products like mutual funds, PMS, loans, and insurance. Candidate Requirements: Minimum of 4 years of experience in financial product sales, preferably in fixed deposits or fixed income instruments. Demonstrated ability to achieve sales targets and manage client portfolios effectively. Strong knowledge of fixed income markets, investor behavior, and interest rate dynamics. Excellent interpersonal, communication, and persuasive selling skills. Bachelor's or Master's degree in Finance, Business, Economics, or related disciplines. NISM or AMFI certification is a plus. Key Skills: Fixed Deposit Sales | Retail & HNI Client Management | Cross-Selling | Mutual Funds | PMS | Loans | NBFC | Banking | Financial Services