11602 Mutual Funds Jobs - Page 38

Job Role : Sr Functional Consultant Shift: US Shift ( 7 PM to 3 AM IST ) Work Mode : Hybrid Relevant Exp: Min 8 Years Key Responsibilities: 7+ years of experience. Provide functional support for AR, CM, GL, IISC, and Secondary AP/PA modules. Work with business teams to gather requirements, perform gap analysis, and propose scalable solutions. Configure and maintain financial modules and ensure alignment with business processes. Perform root cause analysis and resolution for any issues or incidents raised via ticketing tools. Collaborate with the GDC team for any offshore dependencies or escalations. Support monthly, quarterly, and yearly financial close processes. Create and maintain documen...

Key Responsibilities & Accountabilities : Will be responsible for primarily selling Equity based investment products Responsible for identifying customer needs, assessing their risk appetite and providing them investment options Responsible for achieving targets as assigned by the organization on a monthly basis Provide regular updates to the immediate superior as and when required Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage Should have good communicatio...

Process:- Mutual Funds Outbound Process Motilal Oswal Location: Thane west Centralized Pick-Up & Drop Facility from Thane Station) Shift: Day Shift | 9:30 AM 6:30 PM Salary: 18,000 to 23,000 In-hand + Attractive Incentives Who Should Apply? Only Graduates (Any Stream) Freshers looking for a solid start in financial services Experienced candidates seeking growth in Mutual Funds or Sales What Youll Do: Make outbound calls to prospective clients Explain mutual fund schemes and benefits clearly Address customer queries and concerns professionally Drive customer engagement and conversions Maintain accurate records of interactions and follow-ups Skills & Qualities We Value: Strong verbal communica...

Mega Walk-in-Drive at Delhi NCR Title :- Development/Relationship Manager - Health Agency(Delhi) Vertical :- Health Agency Location : Delhi NCR (Green Park, Faridabad,Motinagar,Janakpuri,pitampura) Date :- 29th Sep 2025 (Wednesday) Address :-ICICI LOMBARD GIC LTD, 7th floor, Mercantile house, K.G Marg, new Delhi - 110001 (Nearest metro station - #Barakhamba metro station) Minimum Experience: 1-10 years Industry preferred:- SAHI, LI, GI, Banking, Pharma, Telecom, Mutual Funds, NBFC, FMCG Roles and Responsibilities: 1) Sales of health insurance through Agency Channel. 2) Recruit, Train Agents and Generate business through them in the assigned territory. 3) Responsible for Licensing and trackin...

Job Description & Summary Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. Qualification: Chartered Accountant You'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. The tasks, roles and responsibilities pertaining to the job role will include the fol...

Treasury Sales INTERNAL USAGE No of Vacancies 1 Reports to Is a Team leader No Team Size 1 Grade Deputy Manager, Manager Business Department Treasury Sub - Department Treasury Sales Location About Treasury The Treasury department is responsible for supervising the Bank s funding position and maintaining its regulatory reserve requirements It invests in sovereign and corporate debt instruments, and engages in proprietary trading in equity and fixed income securities, foreign exchange, currency futures and options The division further governs the Bank s investments in commercial paper, mutual funds and floating rate instruments as part of the management of short-term surplus liquidity Moreover...

Role & responsibilities - Mega Interview Drive across Naihati Cluster, West Bengal Mega Walk in - Banking Industry @West Bengal Naihati Cluster- Habra, North 24 Parganas, Naihati !!Greetings on the occasion of International womens Day!! Calling all Women,LGBTQIA+ and PWD Candidates to come and participate in our special DiversityInterview Drive.All roles open for Diversity candidates.Fresher Can Also Apply. On Spot Selection..!!! BRO Job Description: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for, providing financial solutions to customers by offering bank products, providing service to existing and New-To-bank customers in the branch and adding...

Key Responsibilities & Accountabilities : Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as and when required. Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good commun...

Purpose of the Job: The Specialist - Investments would undertake financial research and report on prospective investment avenues. The successful candidate will study how an investment is likely to perform and how sustainable it is. You will participate in our sound portfolio-management strategy by providing the necessary data for our decision-making process. Responsibilities: conducting due diligence on companies and industries by researching, reading financial statements and market dataanalysing financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine how an organisation is positioned to deliver for inve...

RESPONSIBILITIES Business Development and Relationship Management Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets. Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Ensure that revenue for the total review period meets the target revenue targets b...

About Us. Quantsapp already has a large user base of 1.8 million HNI Traders who use & admire the Quant analytics offerings. Founded by Shubham Agarwal, Quantsapp Wealth is a first of a kind initiative of offering Quant Analytics in Mutual Funds. With machine taking over investing activities globally, we are the first movers in this domain with a backing of highly qualified & experienced Quant Analysts. Our core team has over 20 years of experience in Stock Markets in major roles and have managed 1000's of crore of AUM. About The Role. We are actively seeking enthusiastic go-getter to join the business team at Quantsapp. In this role, you will be responsible for acquiring, developing and ret...

Responsible for scoping of area of sales and operations and implementing strategies to increase productivity and performance with regard to financial products Connect with IFAs (Independent Financial Advisors) to revenue out of different financial products These IFAs are already customers for Mutual Fund Asset class Sourcing new acquisition opportunities from outbound calls / Lead generation / approaching IFA and closing deals Support operational issues related to different assets Strengthen relationship with existing IFAs to generate business and identify opportunities to cross sell Maintain a list of new initiatives, discuss with the reporting head prioritize Identify opportunities in the ...

Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile. Showcase entire product suite of Kotak Group to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Deliver solutions to clients based on their investment profile in consultation with product research team. Periodic review of client portfolios in accordance with established procedures and/or timelines. Proactively advise and consult with the clien...

Accountable for implementing an integrated plan whichaddresses wealth creation, wealth preservation and wealth enhancement forprivate clients achieved through an in-depth analysis of the clients profile. Showcase entire product suite of Kotak Group toexisting clients and growing their assets across Mutual funds, PMS/AIFstrategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunitiesand Consumer or Business Asset/Loan products. Deliver solutions to clients based on their investmentprofile in consultation with product research team. Periodic review ofclient portfolios in accordance with established procedures and/or timelines. Proactively advise and consult with the clientsexpla...

To be responsible for dealing coordinators clients To be responsible for sourcing new accounts through coordinators To ensure active management of clients achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on clients profitability To have clear focus on client mining To conduct regular Client/coordinators Meetings update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated To assist in new clien...

Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance Risk. Provide regular updates to the immediate superior as and when...

Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance Risk. Provide regular updates to the immediate superior as and when...

Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance Risk. Provide regular updates to the immediate superior as and when...

Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance Risk. Provide regular updates to the immediate superior as and when...

To ensure active management of clients achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have clear focus on client mining To conduct regular Client Meetings update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends and current affairs To attend post result con-calls, analyst meets for improved client servicing.

To ensure active management of clients achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have clear focus on client mining To conduct regular Client Meetings update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends and current affairs To attend post result con-calls, analyst meets for improved client servicing.

Revenue Generation by proper guidance to the clients so as to increase their participation Regular meetings with the clients for maintaining relationships Reference from existing clients for new accounts Activation of inactive clients Should have basic compliance knowledge like Trade confirmation, Shortfall reporting, M2M collection etc. Having knowledge of Equity and currency would be an added advantage Should have cleared NISM Equity Derivative Module/NCFM Commodity Module/MCCP Commodity module NISM currency derivatives module Requirements Minimum Graduate with 2-3 years of experience Should have good communication skills

This role is responsible for acquiring new clients, offering broking and investment services, and ensuring the growth of the company's client base. This role focuses on building relationships, providing expert financial advice, and achieving acquisition and revenue targets. The ideal candidate should possess strong financial market knowledge, excellent interpersonal skills, and a proven track record in client acquisition. Key Responsibilities: Client Acquisition and On-boarding : Identify, prospect, and on-board new clients through networking, referrals, and market research.Conduct meetings with potential clients to understand their financial objectives and introduce suitable financial produ...

Investigate the complaints received andreply to the client or the regulators/clients as the case may be Liaise with exchange on matterspertaining to the customer complaints forwarded by the exchange Attend the Investor grievance redressalmeetings called by Exchange Managing various Monthly Regulatory reportingswithin the Regulatory Deadlines. Co-ordinate within the company withdifferent departments, to address / resolve the grievances of the clients Give continuous feedback to alldepartments on steps to be taken to reduce complaints

Investigate the complaints received andreply to the client or the regulators/clients as the case may be Liaise with exchange on matterspertaining to the customer complaints forwarded by the exchange Attend the Investor grievance redressalmeetings called by Exchange Managing various Monthly Regulatory reportingswithin the Regulatory Deadlines. Co-ordinate within the company withdifferent departments, to address / resolve the grievances of the clients Give continuous feedback to alldepartments on steps to be taken to reduce complaints