4685 Mutual Funds Jobs - Page 3

1.Market all MF Products to Large Companies' Treasury Departments 2.Build & Maintain Relationships at all levels 3.Focus on Debt & ETF Products 4.Excellent Learning 5.Job Secuirty Required Candidate profile 1.Very Strong contacts in Treasury Departments of Large Corporates & Institutions 2.Corporate Banking Background. 3.Should be ideally from AMCs/Banks. 4.Good knowledge of MF products. 5.Fast Learner Perks and benefits Excellent Incentives

About the Role: We are looking a detail-oriented Operations Specialist to manage mutual fund operations, investor onboarding, KYC and payment processes. This role involves both online and offline transaction handling, ensuring operational accuracy, regulatory compliance, and process efficiency. You will play a key role in shaping and streamlining backend systems within a fast-paced, evolving environment. Key Responsibilities • Manage mutual fund operational processes, including onboarding, KYC verification, and transactions. • Handle all mutual fund transaction types such as SIPs, Purchases, SWPs, Switches, and STPs. • Process and manage NPS transactions including subscriber registration, contribution processing, and account maintenance. • Coordinate with CRA, KRA, and other entities. • Monitor execution of mutual fund transaction, ensuring correct mapping with AMCs, RTAs, CRA, BSE and NPS platforms. • Reconcile trades and contributions, ensuring timely fund transfers and settlements. • Address investor queries related to KYC, onboarding, mutual fund, and NPS transactions. • Maintain accurate, audit-ready transaction and KYC records. • Collaborate with tech teams for NPS and MF integration. • Drive process improvements and automation in operational workflows. • Respond to internal and external auditor queries. • Ensure end-to-end compliance with SEBI, PFRDA, and internal policy guidelines. • Support team development and performance monitoring, as required. Required Experience and Skills • 2-4 years of experience in mutual fund operations, including transaction processing and investor KYC. • Strong knowledge of SEBI and KYC, Mutual funds, and transaction flows. • Familiarity with platforms like BSE, Protean, RTA, MfCentral, KRA systems, and other third- party integrators. • Experience with API-based system integrations for NPS flows is a strong plus. • Proven experience in managing transaction issues, reconciliations, and compliance documentation. • Prior exposure to handling audits and ensuring regulatory compliance. • Excellent organizational and coordination skills, with a process improvement mindset. • Ability to work in a fast-paced environment and handle cross-functional collaboration. • Team management experience is an added advantage. Job Location Noida, Work from Office

1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4.Both IC as well as Team Management roles are available 5.High Value Cross-Sell Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered

1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4.Both IC as well as Team Management roles are available 5.High Value Cross-Sell Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well 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. For our business, for clients, and for you DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well 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. For our business, for clients, and for you DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well 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. For our business, for clients, and for you DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well 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. For our business, for clients, and for you DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well 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. For our business, for clients, and for you DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well 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. For our business, for clients, and for you DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well 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. For our business, for clients, and for you Main Responsibilities: Asset administrationResponsibilities include, but are not limited to performing and coordinating a variety of administrative duties and tasks including Asset setup Asset Maintenance and reconciliation Liaising with 3rd party brokers/custodians/agents Processing agent notices Processing corporate actions Entering and settling trades as required Preparing and assisting with various reports required by internal teams Other duties assigned by Management Cash/Position ReconciliationResponsibilities include, but are not limited to performing and coordinating a variety of reconciliation duties and tasks including Preparing daily reconciliation of cash transactions Preparing daily reconciliation of Apex/Client positions Ensuring aged breaks ( over 7 days ) are addressed and escalated Processing and reconciling data in various systems Actively researching discrepancies with various agents and internal teams Preparing and ensuring all Reporting is issued within the required timeframes Preparing and assisting with various reports required by internal teams Other duties assigned by Management Support Middle Office Manager: Providing support for assigning duties and work delegation Roll out training and development plans to direct reports and new joiners. Qualifications, Skills and Experience: Degree in Accounting/Finance, or a relevant qualification Candidate should have 3+ years experience working in loan administration operations Extensive knowledge of CLOs/CDOs/Credit Funds Understanding or knowledge of various security types Private Debt, Syndicated Loans, Bonds, Equities Understanding of loan trade lifecycle Knowledge and experience with settlements including DTCC & Euroclear Knowledge and understanding of securities and other financial instruments Computer proficiency with advanced knowledge of Microsoft Office Suite, familiarity with Solvas (CDO-Suite) preferred Must experience into Solvas tool. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 77964 26785 Immediate Joiners Only

Process:- KOTAK Banking Process (Telesales) -Fresher/ experience both can apply -HSC pass can apply -Salary-13K+ incentives -Easy selection –1 round only -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 Call or send your CV through WhatsApp HR Neha:- 9168991284 Perks and benefits High Incentives and growth opportunities.

Qualification: CFP / NISM X-A / X-B / PG Degree in Finance Salary Expectation: In line with industry (depends on experience and role-fit; no upper limit for the right candidate) Job Description Preparation and review of customized financial plans, ensuring precision and product understanding. Monitor and update financial plans regularly with attention to detail. Coordinate with junior planners on scenario analysis and case studies tailored to clients. Engage with service providers for availability, comparison, analysis, and finalization of financial products. Set up client meetings and accompany advisory team for plan presentations and reviews. Conduct client risk profiling and understand individual requirements. Provide portfolio reviews and tailored investment recommendations. Maintain accurate records of clients and their financial plans. Stay updated on market trends, economic developments, and industry news. Work with investment advisors and client service teams to implement plans and assist clients through the process. Research financial planning trends and present findings in article format for web publication. Possess deep understanding of investment products across asset classes. Strong grasp of wealth management and asset allocation principles. Assist with financial plan queries and investment recommendations. Maintain planning and review calendars for clients. Ensure client compliance and documentation integrity. Conduct detailed research on financial products. Attend regular meetings with asset managers, fund managers, and relationship managers. Analyze and communicate macroeconomic views and market updates to the team. Share ongoing investment-related research, blogs, and updates with internal stakeholders. Must Have Excellent written and spoken English skills. Advanced proficiency in Excel and PowerPoint. Strong professional track record, ideally with reputed firms. Two references from previous employers. 35 years of relevant industry experience

Responsibilities: * Develop new business opportunities through networking and referrals * Manage client relationships, ensuring satisfaction and retention Identify and generate new sales opportunities through cold calling, networking, Sales incentives

This position requires creativity & a zeal for conceptualizing. Organizational skills and a penchant for time management being an advantage, we are looking for a committed you, who is able to translate your ideas into what the space demands. Your portfolio will reflect your distinct design language and your broad range of experience in Interior designing. It will be full of inspiring examples of your work for various spaces - commercial, residential or both. You will have a natural and keen eye for details with equally good conceptualizing skills. But that extra edge will be your strategic thinking and ability to see the bigger picture.

Qualification: B.Com / Graduate / CFP Experience: 1 to 2 years experience in Plan Servicing and Operations Salary Expectation: As per industry standards (based on individual qualifications, experience, and competence) Job Description Responsible for execution of investment suggestions. Timely and accurate execution of investments, insurance plans, and related services. Client coordination for KYC-compliant documentation and related paperwork. Complete paperwork related to financial plan implementation. Coordinate with vendors/product manufacturers to resolve service-related queries (brokers, mutual funds, insurance, etc.). Ensure investment recommendations and insurance plans are implemented with 100% accuracy and zero error. Send regular and accurate investment updates and tax reports to clients. Conduct regular internal audits on all client information and documentation. Update and monitor financial plans based on client goals and ongoing requirements. Required Skills Preferred: CFP graduate Proficiency in Excel and mathematics with high attention to detail and error-free output. Basic knowledge of financial products and investments such as Mutual Funds (MFs), PMS, Bonds, AIFs, Corporate FDs, PPF, EPF, etc. Strong operational, organizational, and follow-up skills. Excellent leadership, interpersonal, analytical, and time management abilities. Effective communication skills listening, writing, and speaking. High level of integrity and ethical standards

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

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

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

Career Opportunities Position DM - Customer Advisory Team Deputy Manager- 5B Department Customer Advisory Team Reporting to Branch Relationship Manager JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next 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 Assistant Manager - Customer Advisory Team 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 KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language Career Opportunities Position DM - Customer Advisory Team Deputy Manager- 5B Department Customer Advisory Team Reporting to Branch Relationship Manager JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next 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 Assistant Manager - Customer Advisory Team 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 KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language

Position Type Full time Type Of Hire Experienced (relevant combo of work and education) Education Desired Bachelor's Degree Travel Percentage 0% Job Description Are you curious, motivated, and forward-thinkingAt FIS, youll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun, About The Team The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients, At FIS we provide a service to clients via various channels like Transaction processing, Chat etc Customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping, What You Will Be Doing Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institutions high-value customers Addresses inquiries and performs account maintenance on deposits and money market accounts Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function, Verifying and inputting customer requests to ensure information is correct and in good order, and takes appropriate action Performing quality control activities to ensure quality standards are met Producing template email or written correspondence to customers, when appropriate Adhering to all policies & procedure guidelines and divisional operational metrics/standards to achieve operational, productivity and quality Adhering to all fund/company policies and regulatory controls/requirement Identifying improvement opportunities to streamline business processes resulting in greater efficiencies, productivity and/or service Guiding/mentoring peers on less complex processes Excellent customer service skills that build high levels of customer satisfaction Strong phone, verbal and written communication skills, along with active listening Customer focus and adaptability to different personality types Demonstrates effective people skills and sensitivities when dealing with others Ability to work both independently and in a team environment What You Bring 1 to 3 Years of experience from Mutual fund and transfer agency process Shift time 8~30 PM to 6~30 AM Ready to work in night shifts (5 days in a week) Hybrid model 3 days in a week Excellent communication and interpersonal skills Excellent knowledge of Customer Services; Global mindset (Desirable) What We Offer You A career at FIS is more than just a job Its the change to shape the future of fintech At FIS, we offer you~ A voice in the future of fintech Always-on learning and development Collaborative work environment Opportunities to give back Competitive salary and benefits Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients For specific information on how FIS protects personal information online, please see the Online Privacy Notice , Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company, #pridepass Show

What is the Sr Executive - GSS Asia EMEA Cust Svcs AMC group responsible for? Effectively manage the critical distributors at Third party POS locations by providing exceptional service support. Liaison with the key personnel at third party POS for enabling seamless service delivery to our clients & distributors. What are the ongoing responsibilities of a Sr Executive? Meet the target distributor segment on predefined frequency, foster relationships, and deliver exemplary service experience to our distributors. Effective tracking of all queries requests and complaints Effective tracking of NIGO miss outs of targeted distributors. Effective use of data, MIS by adding value by creating talking points during all scheduled interactions with the distributors. Answers queries including but not limited to processing of transactions, processes, regulatory & compliance guidelines from distributors, financial advisors and other interested parties either from an incoming call or an outgoing returned call. Keeps abreast of current market conditions, fund and company policies, investment and tax law changes, compliance requirements, and all other procedural information in a constantly changing environment. Adheres to all legal requirements (compliance rules) while servicing distributors. Escalation handling Critical distributor handling and management. What ideal qualifications, skills & experience would help someone to be successful? Preferred MBA or any graduate degree. Preferably from a commerce accounting finance background. Proficient in English, numerate. NISM Certification - To be cleared within 3 attempts PC knowledge including use of Microsoft Office products especially Excel and Word skills Administrative and time management skills Ability to interact with external clients and team members equally effectively Strong attention to detail and quality Previous branch Service oriented Knowledge of mutual funds and regulations involved therein Excellent communication, relationship and technical skills Work Shift Timings - 9:00 AM - 6:00 PM IST

What is the Operations Supervisor Cash settlements responsible for? A Global Supervisor must supervise a staff of individuals with varying levels of experience and backgrounds. One must be able to lead change strategies and hold staff accountable for their actions. Lead the team, with coaching and development of the staff, including personnel hiring/termination decisions, appraisals, setting and managing objectives of the group. Recommend and implement changes and/or additions to department procedures to increase efficiency and/or accuracy. Drive improvements to the processes and products supported. Supervise daily activities and workflow of entire team and act as the escalation point for the teams work and staff issues. Identify control risks and implement re-mediation plans to mitigate participate in control reviews and remediate all risks for client accounts. Develop relations with business partners and be point of contact for escalations. This role deals with third party vendors, which are directly related to overall customer experience with our firm. Establish strong relationships with vendors and proactively manage expectations and solutions to provide an optimum level of service to clients. What ideal qualifications, skills & experience would help someone to be successful? MBA (Finance) degree required with focus on accountancy/commerce 1-2 years experience as supervisor or above Overall working experience of 8+ years Work Shift Timings - 6:30 PM - 3:30 AM IST

1. Understanding customer requirements: like his risk profile, financial goals, and asset allocation and preparing financial plans 2.write articles, support on product research and create reports for customers. Work from home Flexi working