8580 Mutual Funds Jobs - Page 37

Role & responsibilities ob Title: Senior Manager Business Development (IFA) Function: Business Development – IFA Location: Mumbai Reporting To: Regional Sales Head – Mumbai Job Summary: We are looking for a seasoned professional to drive business through Independent Financial Advisors (IFAs) and Mutual Fund Distributors (MFDs) in Mumbai. This individual contributor role focuses on relationship management, distributor onboarding, and supporting strategic distribution efforts to grow market share. Key Responsibilities: Build and manage strong relationships with IFAs/MFDs Drive distributor engagement and business development initiatives Onboard and empanel new distributors Conduct joint client ...

Responsibilities: * Generate leads and close deals * Manage existing client relationships * Meet sales targets * Maintain customer satisfaction * Collaborate with investment team *Knowledge about mutual funds is mandatory Health insurance Annual bonus

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 ...

Fund Administration is Citco s core business, and our alternative asset and accounting service is one of the industry s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. About You: Relevant accounting internship experience in either an Audit Firm, Hedge Fund, Hedge Fund Administrator, Mutual Fund or other financial institution where the accountant has gained financial products knowledge Previous Financial Statement Preparation experience Bachelor s degree in Accounting, Finance or Economics with a minimum of 9 accounting credits Good communication skills Working knowledge of Excel and Word ess...

Role involves upselling ETF, MF products, investment advisory & servicing to existing and new channel partners ,IFAs.

• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing • Handle the walk-in customer through tie-up Banks. One branch provide Required Candidate profile *For senior designation need banking - Products experience Criteria : • Experience : Sales/Marketing experience of 1+ years • Age: Between 21 to 40 years Perks and benefits Incentive Insurance Cover Paid Leave Medical

Role Designation: Wealth Manager Department: Investment Products Function: Sales/Wealth Management Reporting to: Cluster Manager Location: Mumbai Maharashtra CTC 10 to 15 LPA Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products Meet the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery ...

Role Designation: Wealth Manager Department: Investment Products Function: Sales/Wealth Management Reporting to: Cluster Manager Location: Mumbai Maharashtra CTC 10 to 15 LPA Summary The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products Meet the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery of c...

Duties & responsibilities Liaise with internal parties to obtain appropriate lease documentation Manage document workflow to ensure team responsibilities are completed in a timely manner Work closely with colleagues within other Lease Administration teams to ensure workload is completed in a timely and accurate manner and escalate issues where required To abstract critical and key information from leases and other contract documentation; To transfer or abstract information into various lease and portfolio database systems; To Cross Check and verify Abstracts and System Data; To verify and review System Reports and System Data for Accuracy and Completeness; To perform Lease Document Matching ...

Role & responsibilities Develop and manage relationships with HNI customers for liabilities and commercial assets. Ensure high levels of customer service and adherence to bank policies. Cross-sell bank products including CASA, MF, Insurance, and third-party products. Inform clients about new products and enhancements to deepen banking relationships. Plan and execute sales initiatives and client engagement events. Coordinate with group companies to offer seamless access to additional financial products. Maintain comprehensive relationship records and track customer queries/complaints for timely resolution. Preferred candidate profile Experience: Minimum 2 - 8 years in BFSI/Banking, with at le...

Responsibilities: Build and maintain long-term relationships with clients, focusing on retaining existing customers and acquiring new ones.Advise clients on their equity portfolios and provide recommendations to generate brokerage

Role and Responsibilities Responsible for maintaining books and records and calculations of funds Net Asset Values. Coordinating and Reviewing Financial Statements and associated reports including performance metrics/quarterly reporting Coordinate and review of calculations of carried interests/performance/incentive fees Coordinate and review calculation of investor allocations for capital calls and distributions Coordinate and review of partners capital account statements Coordinate of payments and other transactions Supervise production analysts, review and signing off the work performed Acting as primary contact for clients and other stakeholders Meeting client expectations by monitoring ...

Position AM - Customer Advisory Team Asst Manager- 5A Department Customer Advisory Team Reporting to Branch Relationship Management 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 plan...

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 campai...

Job description Role & responsibilities Dealing with HNI & Ultra HNI Clients . Cross Sell the products . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and c...

Job description Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Business Descriptors International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class ...

Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Business Descriptors International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing ca...

Job description Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Global Asset Management Global Asset Management, the investment management business of the HSBC Group, serves HSBC s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. Global Asset Management fulfills its purpose of connecting HSBC s clients with...

Identify and generate new business leads in the telecom sector.Present and sell telecom products and services to potential and existing customers.Understand customer requirements and provide tailored solutions.

Urgent Requirement for a leading Investment Bank PositionAnalyst - Investment Banking (Front-End Operations) LocationMumbai/Bangalore Experience1+ Year (post qualification) Timings9 am - 6 pm Monday - Friday Qualifications/Requirements: - Strong financial modelling skills and maturity to understand critical deal terms. - Experience at an investment bank solid transaction experience across a range of transaction types. - Develop valuation for complex transactions. - Impeccable research, quantitative and analytical skills, especially in explaining market events. - Demonstrated experience in managing day-to-day aspects of client relationships and transactions with superior attention to detail a...

- Provide support in regulatory reporting and documentation. - Assist in developing and delivering compliance training programs for employees. - Collaborate with different departments to ensure compliance with anti-money laundering (AML), Know Your Customer (KYC), and other regulatory requirements. - Maintain accurate records and documentation related to compliance activities. - Stay updated with industry trends and best practices in compliance. Requirements: - Qualified Company Secretary with a valid membership. - Minimum of 2 years of experience in compliance, legal, or regulatory roles in the financial services industry, preferably in an investment bank. - Strong understanding of relevant...

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

- Provide support in regulatory reporting and documentation. - Assist in developing and delivering compliance training programs for employees. - Collaborate with different departments to ensure compliance with anti-money laundering (AML), Know Your Customer (KYC), and other regulatory requirements. - Maintain accurate records and documentation related to compliance activities. - Stay updated with industry trends and best practices in compliance. Requirements: - Qualified Company Secretary with a valid membership. - Minimum of 2 years of experience in compliance, legal, or regulatory roles in the financial services industry, preferably in an investment bank. - Strong understanding of relevant...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client s...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNIUltra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunitiesfinancial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client sti...