4687 Mutual Funds Jobs - Page 35

Grade- E0 Role- Collection Executive Description for Internal Candidates Job Role / KRAs v To Ensure Quality portfolio. v To focus on improving Collections in the area assigned individually or in a team / as a team. v To ensure adherence MOPP Norms. v To adhere to the BANKS processes and procedures. v To adhere to Audit requirement. Job Requirements, Skills, Knowledge prerequisites v Passion for Collection. v Willing to Take challenges and responsibility Should have the ability to convince the customer to pay on our terms and conditions Educational Qualifications v Graduate & above Experience Profile 1-3 years

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks. Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable. Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered. AGE:23-30 years

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.

Grade- E0 Role- Collection Executive Description for Internal Candidates Job Role / KRAs v To Ensure Quality portfolio. v To focus on improving Collections in the area assigned individually or in a team / as a team. v To ensure adherence MOPP Norms. v To adhere to the BANKS processes and procedures. v To adhere to Audit requirement. Job Requirements, Skills, Knowledge prerequisites v Passion for Collection. v Willing to Take challenges and responsibility Should have the ability to convince the customer to pay on our terms and conditions Educational Qualifications v Graduate & above Experience Profile 1-3 years

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 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.

Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by 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 client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls. Resolves client queries for the managed book within the specified TAT Ensures high levels of customer service orientation and application of bank policy 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 Maintains complete relationship record for assigned customer accounts 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. NISM/IRDA/AMFI if any can be strongly preferred. Fluent in communication skills, presentable and a quick grasping power. Decision making skills with good sense of ownership-understanding the client requirements Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. Banking/NBFC will be preferred with good portfolio management. Experienceminimum 7-8 years of experience in relationship and portfolio management. Graduation Qualification in any stream/ MBA preferred

Department Kotak Mahindra Bank Limited Location Kotak Bank - infinity Number of Positions 1 Position Grade M5/M6 Job Name Channel Lead- Investment Product Managing internal bank channelsAffluent Segment, Branch banking, 811, SKY channel for adoption and driving sales for investment products. Responsible for annual budget setting as per Channel objectives, negotiating investment product KRA as part of RM SOP, driving sales, managing channel requirements on data for driving business requirements. Responsible for creating channel strategy on products to be focused, giving data insights to channel and management to drive investment sales, managing channel investment drives, coverage of senior leadership team to update product strategy Maintain and deepen relationship with existing channel partners Co-ordinate with different channel partners for various campaigns for RM Improving investment product journey, RM assisted journey basis RM feedback Keep a track of daily MIS & numbers on achievement against KRA Designing dashboards depicting business insights to management Preparation of analytical presentations and slide shows for reviews Suggest process improvements & system enhancements Post Graduate degree with a minimum of 6 years of professional experience. At least 5 years of experience in wealth management, retail sales, or channel sales, specifically in investment products and HNI sales. Strong product knowledge of investment products and financial services. Proficiency in MS Excel, including advanced formulas and data analysis. Excellent interpersonal skills with a pleasing personality to manage client relationships and internal stakeholders effectively. Willingness to learn and adapt, with a focus on continuous improvement.

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 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.

JOB Role- Responsible for generation of revenues through sale of CASA and Third Party Products like Insurance, Mutual Funds, Online Trading, Demat Accounts etc. through the Sales Channel. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics. Responsible forleading a large Sales Channel comprising ofTeam Leaders and Sales. Executives and ensuringRecruitment, Training, Retention and Mentoring of Sales teams Experience in handling large team. Background in order of preference Banking Financial Service FMCG / Tele Communication JOB Requirement- Excellent written and oral communication skills MBA/GraduateMinimum work exp. 4 years

Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by 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 client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls. Resolves client queries for the managed book within the specified TAT Ensures high levels of customer service orientation and application of bank policy 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 Maintains complete relationship record for assigned customer accounts 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. NISM/IRDA/AMFI if any can be strongly preferred. Fluent in communication skills, presentable and a quick grasping power. Decision making skills with good sense of ownership-understanding the client requirements Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. Banking/NBFC will be preferred with good portfolio management. Experienceminimum 7-8 years of experience in relationship and portfolio management. Graduation Qualification in any stream/ MBA preferred

Job Name Area Manager NR Grade: M6 (DVP) JOB ROLE : Responsible for NR NTB Acquisition of the region Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross-selling targets progressively. Fee Income Manage productivity of NR RMs and overall morale of team members Overall responsible for NR SA/TD and cross sell from NR Book for the region. JOB REQUIREMENT: Overall 6-8 yrs of banking experience; out of which 5-6yrs in Retail Liabilities. Must have had Sales experience and exposure, PMS,AIF, Mutual funds and other Liabilities products Qualifications- MBA / CA/ CAIIB Good Leadership skills 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 centres & verticals for new product development, service enhancements and sales initiatives.

The Fund Accounting Manager position at NAM requires an individual with 8-12 years of experience in Fund accounting/ Financial Reporting for hedge funds or mutual funds. The role involves preparing and reviewing financial statements/regulatory reports such as Balance sheet, P&L, SOI, and Notes to financial statements, while ensuring compliance with US GAAPs, IFRS, Lux GAAPs, and IRISH GAAPs. The candidate will act as a subject matter expert for the team and identify opportunities for process improvement and efficiency gain. Key responsibilities include engaging with business/onshore teams to ensure alignment with key stakeholders, successful implementation of client onboarding initiatives on Confluence, developing a strong governance & control structure, and actively participating in Productivity workgroups. The ideal candidate should have professional qualifications like CA, CFA, or CPA, experience with Confluence Unity financial reporting platform/DFIN, and 3-5 years of people management experience. The Fund Accounting Manager should possess leadership & management skills, the ability to work in a team-oriented environment, and sound understanding of Derivatives, Equities, and Fixed income securities. Prior working experience in BPO/captive on capital markets back-office processes and experience in process set-up/migration of work from onshore would be advantageous. Strong communication, interpersonal, and people management skills are essential for this role, along with proficiency in Microsoft Office applications, especially Excel. The successful candidate should be a good team player, quick learner, willing to work in shifts, and demonstrate flexibility with work hours as per process requirements. Overall, the Fund Accounting Manager will play a critical role in financial reporting within the Fund Services Function, ensuring accuracy, compliance, and efficiency in the preparation of financial statements for key clients. If you are a person with a disability and need a reasonable accommodation to use search tools and/or apply for a career opportunity, please review Accessibility at Citi. View Citis EEO Policy Statement and the Know Your Rights poster.,

As a key member of the team, your primary role will be to enhance the deposit pool from customers and maintain high standards in service delivery. You will be responsible for promoting and selling non-deposit products, meeting cross-selling targets, and promoting MF and insurance products. Additionally, generating fee income, overseeing branch administration, ensuring regulatory compliance, and managing the productivity and morale of branch team members will be crucial aspects of your role. You will play a pivotal role in the financial success of the branch by overseeing the overall performance, break-even targets, and the profit and loss statement. Your ability to drive sales, maintain operational efficiency, and lead a motivated team will be essential for achieving success in this position.,

Key Responsibilities: Experience in sales BPO (example: loan sales, credit card sales, policy sales, insurance sales, mutual funds) Experience in training sales team, especially in a BPO setting Willingness to adapt to changing BPO requirements and industry trends Ability to work effectively in a fast-paced and dynamic environment Comprehensive understanding of sales products and industry regulations

Join our team at JPMorgan Chase as a Securities Services Ops Fund Accounting Team Leader, where you will play a pivotal role in driving accurate NAV valuation and ensuring regulatory compliance for mutual fund clients. In this position, you will have the opportunity to collaborate with a dynamic team, enhance processes, and provide exceptional client service in a prestigious financial institution that values innovation and excellence. As a Securities Services Ops Fund Accounting Team Leader within the JP Morgan Fund Accounting Team, your primary responsibility will be overseeing the production and review of NAV and regulatory reports. You will be tasked with ensuring compliance with client reporting requirements, maintaining high-quality standards, and engaging in detailed analysis and collaboration with stakeholders to address accounting queries effectively. Key Responsibilities: - Perform cash and asset breaks reconciliation. - Prepare daily activities in accordance with SOPs and client deadlines. - Conduct self-reviews of activities before submission. - Analyze client accounting records and escalate issues as necessary. - Assist in resolving team queries and provide guidance to junior members. - Interact with stakeholders to address accounting queries. - Identify and implement process improvements to enhance efficiency. - Ensure adherence to risk and control checks. - Maintain up-to-date checklists and SOPs to streamline operations. - Utilize firm resources judiciously to meet business needs. - Foster team efficiency and innovation within the department. Required Qualifications, Capabilities, and Skills: - Ability to work effectively within a team and build strong relationships. - Strong attention to detail in document review. - Proficient understanding of Mutual Funds and NAV. - Ability to perform under pressure and meet tight deadlines. - Proven track record of implementing change and managing initiatives. - Focus on risk management, control, and adherence to procedures. - Effective communication skills both in writing and verbally. Preferred Qualifications, Capabilities, and Skills: - Demonstrated experience of 3+ years in Fund Accounting or custody. - Postgraduate degree in Finance/Accounting preferred. - Comprehensive understanding of financial markets through work experience. - Ability to analyze and prioritize tasks effectively. - Strong decision-making skills and ability to make informed judgments. - Drive process efficiencies and effectively manage workload. - Collaborative mindset with the ability to work across locations with partner sites.,

As an Elite Relationship Manager in the Retail Liabilities department, you will be responsible for developing new and expanding existing High Net worth Customer relationships for liabilities and commercial assets. Your primary focus will be on ensuring high levels of customer service orientation and application of bank policy while cross-selling existing bank products to customers. It will be your responsibility to inform customers of new products or enhancements to further expand the banking relationship. You will be expected to plan and conduct special sales initiatives and events for prospective and existing clients, as well as coordinate with other group companies to provide seamless access to other products. Maintaining a complete relationship record for assigned customer accounts and tracking customer complaints/queries and turnaround times for customer satisfaction will also be part of your duties. To be successful in this role, you should have 3 to 4 years of work experience, with at least 1+ years at a Relationship Manager Role. Your main tasks will include developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. It is essential to have a very good understanding of Trade and Forex, as well as a strong grasp of Commercial Assets like CC, OD, TL, Export Finance, etc. Additionally, an understanding of MF and Insurance would be an added advantage. The ideal candidate will demonstrate customer orientation, high energy, and drive, with a go-getter attitude. You should be self-motivated with a passion to achieve and excel in building and managing relationships with high net worth customers.,

You will be joining Top Quartile Financial Services Private Limited, a company based in Pune that specializes in financial planning, Mutual Funds distribution, Portfolio Management, Insurance, and other investment-related services. Our company offers customized research and analytical reports, along with a user-friendly mobile application for portfolio tracking and transactions. We prioritize ethics, trust, and superior quality in all our services, striving to align with our clients" evolving financial aspirations and create wealth for them. As a Sales Manager - Wealth Management, you will work full-time on-site in Pune. Your primary responsibilities will include driving sales of financial products, managing client relationships, identifying new business opportunities, and executing financial planning strategies. Daily tasks will involve meeting potential clients, offering portfolio management advice, conducting market research, and ensuring client satisfaction. You will collaborate closely with the research and analytical team to deliver tailor-made solutions to clients. To excel in this role, you should have experience in sales, client relationship management, and business development. Knowledge of financial products, Mutual Funds, Portfolio Management, and Insurance is essential. Strong analytical skills are required to provide customized financial planning solutions. Excellent communication and negotiation skills will be crucial for interacting with clients effectively. You should be comfortable working both independently and as part of a team. Possessing relevant certifications in financial planning or wealth management will be advantageous. A Bachelor's degree in Finance, Business Administration, Economics, or a related field is preferred.,

You will be responsible for up selling Mutual Fund products to Retail/HNI Clients based on the assigned database and generating fresh leads through references to expand the clientele. Your main objectives will include achieving the business targets set for up selling products, improving Client Net worth relationships, and offering financial products tailored to meet customer needs. It is crucial to profile customers effectively, deliver the highest levels of service to both clients and HNI customers, and provide investment planning and advice. As the primary point of contact for the assigned customers, you will be tasked with acquiring and servicing HNI/UHNI customers. Candidates with NISM certification and prior experience in managing Retail/HNI Clients, possessing a deep understanding of Mutual Funds, will be preferred. Key Skills required for this role include portfolio management, client relationship management, lead generation, HNI acquisition, customer service, financial products knowledge, investment planning, and mutual funds expertise.,

The Mutual Fund Specialist position is a full-time on-site role located in Panipat. As a Mutual Fund Specialist, you will be responsible for daily monitoring and analysis of mutual fund portfolios. Your duties will include providing investment recommendations, maintaining comprehensive records of client accounts, and engaging in regular communication with clients. Additionally, you will be required to provide detailed reports on client investments. To excel in this role, you should possess a strong understanding and experience in Mutual Funds and Investments. Excellent analytical skills and finance knowledge are essential for this position. Effective communication skills, both written and verbal, are crucial, as you will be interacting with clients regularly. A client-focused approach and the ability to build strong client relationships are key qualities we are looking for. Candidates for this position should hold a Bachelor's degree in Finance, Economics, Business, or a related field. Proficiency in financial software and tools is required for this role. The ability to work independently with a high degree of accuracy is essential. Prior experience in the financial services industry is considered a plus. If you meet these qualifications and are eager to take on a challenging role in the financial sector, we encourage you to apply for the Mutual Fund Specialist position.,

Designation - Wealth Manager Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a range of products, viz., equity, Mutual Funds , PMS in stocks and securities broking, derivatives, bonds, and all the products promoted by the company

Designation - Wealth Manager Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a range of products, viz., equity, Mutual Funds , PMS in stocks and securities broking, derivatives, bonds, and all the products promoted by the company

Responsible for acquiring NTF clients revenue generation and maintenance of relationship with UHNI & corporate clients, acquisition. Required Candidate profile Must have experience in Team handling profile, Investment products, Acquisition. Must bring teams along with you and manage your own AUM.

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. You’ll 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. Everyone’s 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 - Ludhiana, Chandigarh 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.

In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.

Roles and Responsibilities (1) Identify, meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner. (2) Providing financial products training to Distributors for Business Development. (3) Plan activities and strategies for business development for distributors. (4) Educate the partners about product portfolio, services offers and also evaluate them on sales performance, recommend improvements. (5) Develop positive working relationships with partners to build business. Skills Required: - Mutual Funds, Financial Product and Sales knowledge is preferable - Willing to Work For Sales - Good convincing Power & Good Communications skills both verbal and written - A Positive and go getter attitude & strong team culture Required Candidate profile Qualification : MBA/PGDM Freshers or Graduates with minimum 2 years of Relevant Experience Area of Expertise : FINANCE, SALES & MARKETING Please find Youtube link of Job profile:- https://www.youtube.com/watch?v=E0KdpsGQiE8