4687 Mutual Funds Jobs - Page 38

As a Stock Broking Head specializing in Trading, Compliance, and Institutional Sales, you will be responsible for overseeing the trading operations, compliance, regulatory interactions, and business growth of the Stock Broking vertical. With over 15 years of experience in Share Broking/Trading Business, preferably in the Banking/Financial Services sector, you will play a pivotal role in driving revenue growth and ensuring full compliance with regulatory frameworks. Your key responsibilities will include supervising retail and institutional broking operations, handling a variety of products such as Equities, Options, Fixed Income, DVP/RVP, Prime Brokerage, and Mutual Funds. You will also be required to liaise with stock exchanges, depositories, and regulators on operational matters, as well as drive revenue growth through client acquisition and building strong relationships with HNIs, FIIs, and institutional clients. In addition, you will need to implement surveillance systems, risk assessments, and control measures to manage compliance gaps and develop mitigation strategies. Ensuring full compliance with SEBI, NSE, BSE, NCDEX, NSDL, and CDSL regulations will be a critical part of your role, along with overseeing Anti-Money Laundering programs and risk-based monitoring. You will also act as the Compliance Officer for Insider Trading policies and Employee Trading. Leading a high-performance team across sales, trading, and compliance verticals, you will be responsible for training management and employees on compliance, trading standards, and market regulations. Your strong knowledge of securities markets, compliance frameworks, and experience in managing broking/trading operations within banking or financial institutions will be essential in this role. Your proficiency in handling institutional and retail trading models, along with excellent analytical, leadership, and stakeholder management skills, will be key attributes that will contribute to the success of the Stock Broking vertical. If you are based in Delhi or open to relocating and meet the educational qualifications of MBA/PGDM, CA/ICWA, LLB (preferably with specialization in securities, finance, or compliance), we encourage you to apply for this challenging and rewarding position.,

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Provide financial advisory services, including investment planning, portfolio management, and mutual fund sales. Develop and implement effective wealth management strategies for HNI clients. Identify cross-selling opportunities for other banking products and services. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 0-1 year of experience in Wealth Management or related field (e.g., Investment Banking). Certified Financial Planner (CFP) certification preferred but not mandatory. Strong understanding of Investment Advisory, Financial Advisory, Investment Planning, Mutual Funds, Investment Products, Financial Planning, Investment Analysis, Investment Strategies, Fund Management.

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Across Bangalore - 80 Feet Road (J. P. Nagar) Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liability, staff is responsible for Cross sell of other products to customer. Adhere to the KYC and AML guidelines of the Bank for Account Opening Job Responsibilities(JR) : Actionable Outbound Sales Sourcing Quality new acquisition of Liability CA/SA/SAL/TD from Resident/Non-Resident customers in the catchment Generate leads through Catchment Working, Cold Calls, Referrals, Working on the internal databases. Work on Enabler for Business acquisition Participate in Local Marketing promotional activities of the Branch for Business Acquisition Fully responsible to get Values in the Self sourced Accounts Meet the defined productivity norms for Self-Sourcing and mentioned in PLP Adherence of KYC/AML in true spirit while acquisition of new accounts Be a constant source for providing Classic/ Preferred / Imperia customer to the Branch for racing Utilizing the sales resources (BDR) for optimal sales support Penetration of FD to unique customers Customer services Ensure good customer experience and onboarding satisfaction score Resolving all complaints received for self during customer onboarding, within the stipulated TAT Preventive complaint management Promoting all direct banking channels and ensuring that the customer is utilizing the same Fulfillment of Leads Help to fulfill the CASA leads generated by all verticals for the Branch and ensure Customer onboarding management. Adherence to the laid down TAT guidelines in order to meet the commitment made to customers. Cross-Sales Apart from Liability , Cross sells of key products like : All Retails Assets like AL/PL/BL/HL/GL/CD/TWL etc Wholesale Assets TPP products LI / MF / Health Insurance etc Credit cards Demat -HSL Any other product as guided by Management Business Hygiene Welcome Kit Management by not keeping any kit in custody without recording at branch Disseminating product information Activation: To ensure that all accounts savings and current account opened in the month are activated as per product definition at the end of the next month. All such accounts to maintain more than the required AMB Right and quality sourcing of customers in terms of premium account sourcing Contribute to the business objectives of the Branch Educational Qualifications Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Sales and Influencing Skills Banking Product & Process Knowledge NRI Product Knowledge Banking regulatory Knowledge Planning and Organizing Skills Communication Skills Knowledge of Competition & Current trends in financial Industry . Experience Required Minimum experience in years 1 yr Exposure to banking preferable Major Stakeholders Customers Branch Banking Team CX Team SET Team Operations Insurance CAM MF Fund houses personnel HSL personnel Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply.. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Date: 22nd Jul 2025 ( Tuesday) Time - 03:00 PM to 05:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Ulsoor 2 Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred/ Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with Imperia/ PB/ Preferred RM to flag eligible customers form Imperia/ Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 195, 10Th Cross, Wilson Garden, Bengaluru -560027 (Br. Code - 1748) Date: 17th July25 (Thursday) Time 10:00 AM to 12:00 AM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

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 institution s 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 we're 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. It s 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

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

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.

Objectives of this role Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs. Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions. Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients. Helping the company meet its financial objectives through personalised financial planning. Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients. Your tasks Organise client meetings to discuss financial goals, risk tolerance and investment preferences. Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning. Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments. Evaluate investment opportunities, considering factors like risk, return potential and liquidity. Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks. Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives. Collaborate with internal teams to coordinate complex financial transactions, such as estate transfers and charitable giving. Participate in industry conferences and seminars to expand knowledge and network with potential clients. Preferred skills and qualifications A master's degree in finance, accounting, economics, or a related field. Experience in serving high-net-worth individuals and understanding their unique wealth management needs. Proven track record of achieving sales targets and building a successful client portfolio. Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously. Share your Cv at milki.bisht@nlbtech.in

FE fundinfo is a global leader in investment fund data and technology. We are proud of our vast, diverse, and highly skilled team, who help to make our industry Better Connected and Better Informed. We are currently recruiting a Client Success Manager to join our team in Chennai. As a Data Analyst you will play a key role in delivering accurate mutual fund data. Youll work with a global team, gain exposure to financial data processes, and grow your analytical skills in a collaborative, tech-driven environment. Your key responsibilities as a Data Analyst will include: Updating mutual fund data in our systems accurately and on time Validating AI-extracted data against source values Performing quality checks and reporting defects Communicating daily with team leads Responding to client queries based on urgency Generating reports as required by the manager You will need the following experience and skills to join us as a Data Analyst: You will have a bachelor s degree in Commerce, Mathematics, or Statistics You must have strong English communication skills You should possess solid analytical and problem-solving skills You will be able to work independently and suggest improvements You must consistently meet accuracy and turnaround standards By joining the team, you will be offered the following: 24 days holiday Paid Study leave Enhanced paternity & maternity Statutory benefits like PF, Gratuity, etc Support to set up home office Health cover with option to add family members Annual health check up Meal cards Full LinkedIn Learning access Apply today for immediate consideration and we will endeavor to get back to you within 5 working days. Visit our Glassdoor profile or fefundinfo.com to find out more about life @ FE fundinfo!

Career Opportunities Position AM/ DM- 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 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 Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work. Career Opportunities Position AM/ DM- 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 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 Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.

FE fundinfo is a global leader in investment fund data and technology. We are proud of our vast, diverse, and highly skilled team, who help to make our industry Better Connected and Better Informed. We are currently recruiting a Client Success Manager to join our team in Chennai. As a Data Analyst you will play a key role in delivering accurate mutual fund data. Youll work with a global team, gain exposure to financial data processes, and grow your analytical skills in a collaborative, tech-driven environment. Your key responsibilities as a Data Analyst will include: Updating mutual fund data in our systems accurately and on time Validating AI-extracted data against source values Performing quality checks and reporting defects Communicating daily with team leads Responding to client queries based on urgency Generating reports as required by the manager You will need the following experience and skills to join us as a Data Analyst: You will have a bachelor s degree in Commerce, Mathematics, or Statistics You must have strong English communication skills You should possess solid analytical and problem-solving skills You will be able to work independently and suggest improvements You must consistently meet accuracy and turnaround standards By joining the team, you will be offered the following: 24 days holiday Paid Study leave Enhanced paternity & maternity Statutory benefits like PF, Gratuity, etc Support to set up home office Health cover with option to add family members Annual health check up Meal cards Full LinkedIn Learning access Apply today for immediate consideration and we will endeavor to get back to you within 5 working days. Visit our Glassdoor profile or fefundinfo.com to find out more about life @ FE fundinfo!

Group Description Oracle Financial Services Global Business Unit (FSGBU) is a world leader in providing IT solutions to the Financial Services industry. Oracle s customers include ten of the top ten Global Banks, ten of the top ten Insurance companies, ten of the top ten Securities firms, five of the top five Mutual Fund companies and four of the top five World Stock Exchanges. With the experience of delivering value-based IT solutions to over 840 financial institutions in over 130 countries, the FSGBU understands the specific challenges that financial institutions face: the need for building customer intimacy and competitive advantage through cost-effective solutions while, simultaneously, adhering to the stringent demands of a dynamic regulatory environment. Our solutions have the worlds most comprehensive and contemporary banking applications and provide a technology footprint that addresses their complex IT and business requirements Banking Consulting NACA which is a part of Americas Region under FSGBU - Consulting delivers Oracle Technology and Applications solutions for clientele in the North America, South America and Caribbean region. The service offerings include Application Implementation, Managed Services and Customization development services for Oracle Financial Services Software Banking products. Your Opportunity Opportunity to manage clients/accounts within a software delivery organization providing post-production support services, delivering requisite SLAs, facilitating their requests for change, service issues, SLA uptimes, reporting and strengthening the client relationship. We will be servicing for clientele in the North America, South America and Caribbean region. Junior Service Delivery Managers (Jr.SDM) will work closely under the Service Delivery Manager (SDM) and together are the key account contacts for day to day management of our clients; they will work with the client to provide a consistently high level of service delivery across all areas of business as-usual interaction. Jr.SDM will manage a mixture of large and small banking clients. Manage the client relationship from a service quality and operations perspective and ensure Oracle delivers to its service level agreements at minimum. Act as the client advocate on operational and service management matters. Lead customer interaction on service-related issues and orchestrate actions within Oracle to ensure quick resolution. Be commercially minded and work in close proximity with the account management team to position Oracle strongly for business retention, contract renewal and service extension. Have an understanding of both the business and technical aspects of working with the client. Your Responsibilities Your responsibilities include: Work in liaison with SDM for the accounts assigned. Have a detailed knowledge of the services provided to each account. Understand the effect a service outage may have from the client perspective. Be responsive to the client in any and all requests or issues. Serve as an escalation point for customer concerns if/when they arise Act as an escalation point for issues reported into the Technical Teams. Provide weekly/monthly client reports on service requests and issues. Hire, train, coach & develop team members Update ticket tracking systems for requests and issues (ensuring client visible comments are accurate, relevant and dated correctly). Liaise with technical teams for most recent updates and gain an understanding of the outstanding deliverables. Ensure timescales are within reach and if not update reports to reflect Oracle ability to deliver. Hold weekly/monthly meetings with client both in person (If required) and by conference call. Document meeting minutes and outcomes and ensure actions are completed. Timely and escalated where needed to line management. Ensure any change of scope is referred-back to the account manager for billable services. Ensure tasks are allocated and being progressed effectively. Build relationships and rapport with key client contacts. Become internal expert on supporting FLEXCUBE software Enforce standard methodologies, processes and tools Help develop account strategy and plan that best leverages company s resources and strategies to meet customer expectations Your Qualifications 8 to 10+ Years of Experience in financial services project. Effective verbal and written communication skills in English Excellent people management skills; experience in setting up and nurturing teams. Ability to form sound relationships with customers and build trust / rapport. Ability to work proactively to develop the relationship. Ability to respond appropriately to client queries and deal with complaints. Ability to anticipate client needs and to exceed expectations. Must be able to work within a matrix organization - balancing the needs of the customer and LOB initiatives and goals Ability to make decisions, such as prioritize relationships to develop, negotiate with customers and overcome obstacles Ability to prioritize, organize and manage a complex and sometimes conflicting workload, and to work well under pressure. Identify, manage and resolve complex issues, preventing escalations, where possible Manage, negotiate and resolve project risks effectively Enthusiastic and self-motivated Soft/Behavioral Skills Works under pressure and can manage SLA s Customer-friendly communication and attitude Strong analytical skills, attention to detail - a problem solver Excellent organization skills, ability to systematize and prioritize. Customer service experience and problem-solving skills. Patience and understanding. Investigation and diagnostic skills. Ability to multi-task and work with team to meet deadlines Leader and team player Create an open, honest, accountable and collaborative team environment Experience 10+ Years of Experience in financial services projects. Experience of managing teams (comprising of remote teams) and proven managerial records is an added plus. Educational and Other Qualifications Master s in computer application (MCA) or Engineering in computer science field or BS Computer Science with a 3.0 GPA or other relevant degree. Work Environment Should be willing to work remotely as well as travel to client locations Should be willing to take up FLEXCUBE Technical certifications in functional areas as and when required. Ability to work in a high pressure, fast moving and challenging environment Ready for on call support during off business hours on a need basis Team player Your Responsibilities Your responsibilities include: Work in liaison with SDM for the accounts assigned. Have a detailed knowledge of the services provided to each account. Understand the effect a service outage may have from the client perspective. Be responsive to the client in any and all requests or issues. Serve as an escalation point for customer concerns if/when they arise Act as an escalation point for issues reported into the Technical Teams. Provide weekly/monthly client reports on service requests and issues. Hire, train, coach & develop team members Update ticket tracking systems for requests and issues (ensuring client visible comments are accurate, relevant and dated correctly). Liaise with technical teams for most recent updates and gain an understanding of the outstanding deliverables. Ensure timescales are within reach and if not update reports to reflect Oracle ability to deliver. Hold weekly/monthly meetings with client both in person (If required) and by conference call. Document meeting minutes and outcomes and ensure actions are completed. Timely and escalated where needed to line management. Ensure any change of scope is referred-back to the account manager for billable services. Ensure tasks are allocated and being progressed effectively. Build relationships and rapport with key client contacts. Become internal expert on supporting FLEXCUBE software Enforce standard methodologies, processes and tools Help develop account strategy and plan that best leverages company s resources and strategies to meet customer expectations

About Axis Virtual Centre Axis Virtual Centre engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience About the Role Virtual Relationship Managers act as the single point of contact for customer s banking requirements are responsible for the cross selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. The Virtual RM is situated in the Axis Virtual Centre and is responsible for selling loan products and services to customers based on their needs through remote digital media viz. phone call, email. They are also responsible for ensuring extremely efficient servicing of requests to create a superior customer experience Key Responsibilities Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them Provide premium customer service delivery to their mapped Priority portfolio. Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services Responsible for up selling, cross- selling, providing regular market information and updates to the customers Manage the Priority portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs. Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products. Effectively utilize all applications, tools, and databases used to process transparent end to- end client support. Strictly adhere to internal control policies and ensure that the organizations activities are carried out in accordance with all regulatory, legal, and governmental regulations Qualifications Graduate or Post graduate from a recognized institution. 2- 5 years relevant role/ BFSI sector. Role Proficiencies Proficiency in systems related to Banking transactions and services. Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales. Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department. #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

We are looking for team members with the following experience: - Two team members with 3-5 years of experience in the mutual fund or insurance industry(Direct Channel). - Thirteen team members with 1-3 years of experience in the insurance industry(Direct Channel),distribution House or Mf industry (Direct channel).

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 investment opportunities around the world through an international network of offices, delivering global capabilities with local market insight. We are currently seeking an experienced professional to join the AMIN Sales & Distribution team. The role is responsible for managing the distributor channel network (viz Banks, National Distributors and IFAs) to ensure high mind share for our products through innovative promotional schemes and deliver aggressive sales budgets. Key Responsibilities Manage key focus distributors across Banks including Wealth and Personal Banking Segment & National Distributors Work closely with Group Distribution entities to strengthen the network Build new distribution channels and penetration opportunities within the IFA segment. Focusing and developing new areas in terms of business expansion, identifying potential counters to increase market share. Develop & own Regional level relationships based out in the region. Manage key institutional clients in the market Demonstrate the right behaviors by doing business the right way and live by HSBC values. The role at times requires a direct interface with the client. A mature person with the ability to promote & sell and discuss the markets with ease would be an ideal fit. Requirements The successful candidate for this role will need to possess the following skills and experience: A good understanding of mutual fund products. Strong selling skills & commercial acumen Good verbal and written communication, leadership and interpersonal skills The inclination to work in a client facing, sales role Ideally a post graduate with at least 6 - 10 years of experience; AMFI certification is desired Candidates who do not meet the experience / educational qualifications but have a passion for mutual fund sales are also welcome to apply Valid NISM certification. The location for this role is Pune , India Additional Information : Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click HERE You ll achieve more when you join HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Group Description Oracle Financial Services Global Business Unit (FSGBU) is a world leader in providing IT solutions to the Financial Services industry. Oracle s customers include ten of the top ten Global Banks, ten of the top ten Insurance companies, ten of the top ten Securities firms, five of the top five Mutual Fund companies and four of the top five World Stock Exchanges. With the experience of delivering value-based IT solutions to over 840 financial institutions in over 130 countries, the FSGBU understands the specific challenges that financial institutions face: the need for building customer intimacy and competitive advantage through cost-effective solutions while, simultaneously, adhering to the stringent demands of a dynamic regulatory environment. Our solutions have the worlds most comprehensive and contemporary banking applications and provide a technology footprint that addresses their complex IT and business requirements Banking Consulting NACA which is a part of Americas Region under FSGIU - Consulting delivers Oracle Technology and Applications solutions for clientele in the North America, South America and Caribbean region. The service offerings include Application Implementation, Managed Services and Customization development services for Oracle Financial Services Software Banking products. Your Opportunity This gives you an opportunity to apply your technology knowledge, skills and experience to work in the Banking Consulting team with a new generation of Oracle Banking products in next generation architecture built leveraging the latest technologies. Utilize your communication and service skills to provide support in addition to problem solving and technical skills. Our Ideal Candidate Should have excellent communication and presentation skills and can willing to go that extra mile to attain perfection Effective verbal and written communication skills. Proactive, willing to take ownership, ability to quickly learn new technologies and take up new tasks and initiatives Should have excellent problem solving, analytical and technical troubleshooting skills Ready for working in shifts Ready to work from an ODC 3 days a week Your Responsibilities Be primary point of contact for a portfolio of Enterprise clients, coordinating with the L3 support teams to drive issues to resolution Provide immediate assistance to end users for incidents / problems involving Oracle Banking Product (OBP) products. Perform first level analysis ,triaging and diagnosis of incidents / problems for end-users. Analyze logs through Kibana , system performance metrics through Dynatrace, and error patterns to diagnose root causes. Collaborate daily with the L3 support & development teams to ensure proper information is available to them to resolve issue, provide solutions and fix software bugs. Monitor EOC (End of Cycle /End of Day ) processes. Provide assistance in issue simulation. Apply resolutions/workaround for known issues. Create and maintain documentation around technical troubleshooting and best practices. Keep technical documentation and procedures up to date. Provide technical assistance as needed for troubleshooting and customer service Ensure technical problems are resolved in a timely manner Provide input regarding methods to increase operational efficiencies and technical product improvements Become internal expert on supporting OBP software Use defined standards/tools/processes to achieve deliverables that meet quality expectations of Oracle / Client. Document all work in accordance with agreed standards/processes applicable for Oracle / Client. Adhere to defined Change Control Process of Oracle / Client. Comply with Oracle / Client audit / Compliance requirements. Perform proper handover / knowledge transfer at end of each assignment. Timely status reporting to supervisor. Timely submission of timesheets and expenses for Oracle / Clients. Your Qualifications A minimum of 2 years working experience as L2 application support engineer for Banking/Financials services application running on Java, WebLogic, and Oracle Database Able to perform Issue Tracking on Application and follow-up for resolution of same with stakeholders. Experience in supporting Web-based business applications. Moderate knowledge in writing complex SQL queries. Working knowledge in UNIX Operating System Skilled in creating and maintaining technical documentation. Possess good understanding of Core Banking Experience with web services Prior experience in supporting FLEXCUBE or OBP products is an added advantage. Working knowledge in using Kibana & Dynatrace. Soft/Behavioral Skills Works under pressure and can manage SLA s. Customer-friendly communication and attitude Strong analytical skills, attention to detail - a problem solver Excellent organization skills, ability to systematize and prioritize. Customer service experience and problem-solving skills. Patience and understanding. Investigation and diagnostic skills. Ability to multi-task and work with team to meet deadlines Experience Experience of 2 to 4 years Experience as L2 application support engineer for Banking/Financials services application Educational and Other Qualifications Master s in computer application (MCA) or Engineering in computer science field or BS Computer Science with a 3.0 GPA or other relevant degree. Work Environment Should be willing to work remotely as well as travel to client locations Should be willing to take up FLEXCUBE Technical certifications in functional areas as and when required. Ability to work in a high pressure, fast moving and challenging environment Ready for on call support during off business hours on a need basis Ready to work in shifts Ready to work from office/ODC 3 days in a week Team player Job Location: - Bangalore, Mumbai Career Level - IC2 Career Level - IC2 Your Responsibilities Be primary point of contact for a portfolio of Enterprise clients, coordinating with the L3 support teams to drive issues to resolution Provide immediate assistance to end users for incidents / problems involving Oracle Banking Product (OBP) products. Perform first level analysis ,triaging and diagnosis of incidents / problems for end-users. Analyze logs through Kibana , system performance metrics through Dynatrace, and error patterns to diagnose root causes. Collaborate daily with the L3 support & development teams to ensure proper information is available to them to resolve issue, provide solutions and fix software bugs. Monitor EOC (End of Cycle /End of Day ) processes. Provide assistance in issue simulation. Apply resolutions/workaround for known issues. Create and maintain documentation around technical troubleshooting and best practices. Keep technical documentation and procedures up to date. Provide technical assistance as needed for troubleshooting and customer service Ensure technical problems are resolved in a timely manner Provide input regarding methods to increase operational efficiencies and technical product improvements Become internal expert on supporting OBP software Use defined standards/tools/processes to achieve deliverables that meet quality expectations of Oracle / Client. Document all work in accordance with agreed standards/processes applicable for Oracle / Client. Adhere to defined Change Control Process of Oracle / Client. Comply with Oracle / Client audit / Compliance requirements. Perform proper handover / knowledge transfer at end of each assignment. Timely status reporting to supervisor. Timely submission of timesheets and expenses for Oracle / Clients.

Senior Analyst Research Location : Hyderabad Function : Research Experience : 2-3 Years CTC : 12 - 15 LPA (Plus Bonus) Reports to : Fund Manager Senior Analyst Research will work closely with portfolio managers, fund managers, and client advisors to deliver high-quality research and insights across asset classes. This role is critical to shaping investment views and supporting client portfolio decisions. Why Working with us? 1. We believe our people are our greatest assets. 2. We are looking to hire individuals with integrity, creativity, and a passion for excellence. 3. Being in a growth phase, we offer accelerated career growth and ESOPs for the right talent. 4. We ensure every role is meaningful and fulfillingbecause work should be exciting. 5. We strive to make a difference in the lives of the families who trust us with their wealth. Roles and Responsibilities Pillar 1: Research & Analysis Conduct detailed analysis on equity, debt, mutual funds, and PMS strategies Study financial statements, sector developments, and valuation trends Support in-house fund manager with stock-specific and sectoral research Update NAVs and maintain reporting based on weekly/monthly fund factsheets Collaborate with internal teams on quarterly mutual fund research Pillar 2: Investment Recommendations Generate data-backed investment ideas across asset classes Present findings and recommendations to portfolio and business teams Pillar 3: Market & Macro Insights Track macroeconomic trends, regulatory developments, and policy shifts Offer insights into how external factors may affect portfolios Who Should Apply Professionals with 3+ years of experience in credit rating agencies, outsourced research firms serving global clients, or research analyst roles in wealth/PMS/AMC firms Strong in fundamental and financial analysis , with hands-on experience in equity, debt, or macroeconomic research Preferably certified with NISM-Series XXI B , and driven by high ownership, attention to detail, and a passion for capital markets

Designation - Senior Manager - R2R Business Unit - Finance Shared Services Grades - M1/M2 Location - Bangalore Role - You will be overall responsible for ensuring seamless service delivery of R2R/P2P/O2C/Tax processes as per the agreed service levels. Further, you will ensure the team is effectively resourced and manage relationships with business partners (internal external) and support teams like HR, Admin, etc. You will also be responsible for building/maintaining a cooperative, motivated, resilient, and successful team. You will work closely with management for strategic decisions on operations. About the Business Unit - Pierians E-Commerce Business Division offers a wide array of Managed Services encompassing financial and accounting, Business Process, and Data Analytics solutions for clients operating within the E-commerce sphere, catering to both B2B and B2C segments. Our service scope extends to end-to-end support in various critical areas, including transactional processing (Procure-to-Pay, Order-to-Cash, Record-to-Report, Taxation, and Financial Planning Analysis), Statutory Compliance Management, and comprehensive Financial and Management reporting. These services are executed with the aid of state-of-the-art processes and technology. Our team possesses a profound understanding of the specific needs and requirements of the E-commerce industry, enabling us to deliver value-driven services through a continuous focus on process enhancements and technological interventions. Recognizing the immense growth potential within the E-commerce sector, Pierian has thoughtfully forged strategic alliances with key players in India. By aligning our expertise with the unique challenges and opportunities inherent to Retail and Ecommerce, we empower businesses to not just survive but thrive in this rapidly evolving landscape, allowing our clients to dedicate their resources to their core operations while we adeptly manage the financial and operational intricacies. Your key responsibilities include - Leading, managing, and overseeing end-to-end accounting and controllership activities. Developing a clear understanding of key business drivers, analyzing key financial metrics, providing value add analysis, and supporting sales/finance management. Taking ownership of expenses forecasting for the business group by using trend analysis/KPI reviews for better PL management. Generating MIS Reports (Sales, Contribution, Cash Flow, WIP, Customer Ageing Collections, Vendor Aging Payments, Interest Income, Mutual Fund, FD, Depreciation, etc.). Conducting Periodical Books Closure activities including depreciation calculation, interest, salary, and WIP. Providing critical accountability for all accounting-related activities; ensuring appropriate accounting and control across organization. Handling various audits due diligence including Statutory audits, Income Tax audits, etc. To excel in this role, you should have - Knowledge of IND AS/IGAAP and Balance Sheet/Profit and Loss Account/Cash Flow Statement (Department-wise/Cost Centre-wise). Experience in partnering with business unit leaders. The ability to partner and manage cross-functional teams. Hands-on experience in Financials preparation, Monthly Books Closure Review activities, MIS Preparation/Review, Inventory Management, etc. Good working knowledge of Oracle or any other ERP. It will be awesome if you have - Excellent verbal written communication skills, analytical abilities, client handling skills. Leadership skills. Ability to influence and motivate the team with a positive energy. You should be a- Qualified CA/CWA or MBA from a premier institute with 8 to 10 years of experience in the industry. About Pierian - Founded in 2002, Pierian Services is a leading Global Business Services company, providing a range of services and solutions in strategy, consulting, and operations management. We have helped several Fortune 500 companies and new-age start-ups work smarter and achieve accelerated growth through process transformation, digital technology enablement, and creating and managing value-generating business services. We are a team of 2000+ highly skilled professionals managing 300+ clients across 20 countries with 10 key delivery centers. We have endless opportunities for passionate finance and accounting experts who genuinely believe in delivering value-generating professional services. We have several professionals who have joined the company as freshers and have built thriving careers at Pierian over more than a decade. When asked about the top reasons why people love working with Pierian, they shared the following - - Truly human-centric culture - Empathetic leadership - Flexible work schedules - Remote working - Open-door approach You will love working at Pierian if - - You take full ownership and pride in your work. - You are obsessed with attention to detail. - You truly believe in continuous learning. - You want to make a career, and not just do a job.

We are hiring! Business Function : Investment Banking Job Location : Gurugram Face to face Interview 1 to 5 years of experience only 5 days working Full Night shifts job- Day Shift Work from Office Duties and Responsibilities: Wealth management Ops team provides supports services for Investment data at manager / client level for a US based client. Key responsibilities : Performance Reporting Collection of Managers statements from portal/Emails Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Driving Process Improvements Providing timely updates to Team Lead and other stakeholders Preparing Investment Performance Datasets covering Asset Allocation, holdings and Portfolio Performance Producing quarterly Manager Commentaries/Updates which provide a structured and streamlined analytical view for the benchmarking of the portfolios Preparing portfolio performance report that includes evaluation of performance of individual investments and asset classes, comparing the same with benchmark and peer group and making recommendations on individual investments/managers Maintaining a point of contact between Incedo and the strategy's investment manager on behalf of the Client Updating the SOP and other process documents as per the changes in the process Technical Skills Requirement : A proven interest in the financial markets and preferable in hedge fund / equity/ alternative investments and portfolio services industry Intermediate level Microsoft Excel skill Strong aptitude for numbers and accuracy Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies Ability to meet deadlines Interested candidates can share updated resume along with below mentioned details to Kumar.prince@incedoinc.com Total experience Notice period Current & expected CTC Current location Comfortable working in night shifts- yes/no Comfortable commuting one way on own- yes/no Regards, Incedo HR Team

OPENING FOR ONE OF THE LIFE INSURANCE SELLING LIFE INSURANCE POLICIES RECRUITING AGENTS REACHING TARGETS LOCALITE SALARY MAX 4.5 L+INCENTIVES+MEDICALS Required Candidate profile NEED 3 YEARS EXPERIENCE IN SALES AND MARKETING and insurance LOCALITE FIELD SALES MARRIED

OPENING FOR ONE OF THE LIFE INSURANCE SELLING LIFE INSURANCE POLICIES RECRUITING AGENTS REACHING TARGETS LOCALITE SALARY MAX 4.5 L+INCENTIVES+MEDICALS Required Candidate profile NEED 3 YEARS EXPERIENCE IN SALES AND MARKETING and insurance LOCALITE FIELD SALES MARRIED

OPENING FOR ONE OF THE LIFE INSURANCE SELLING LIFE INSURANCE POLICIES RECRUITING AGENTS REACHING TARGETS LOCALITE SALARY MAX 4.5 L+INCENTIVES+MEDICALS Required Candidate profile NEED 3 YEARS EXPERIENCE IN SALES AND MARKETING and insurance LOCALITE FIELD SALES MARRIED

Job Role: Engaging with MFDs (Cat A/B/C) and manage sales. Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors. Achieve Maximum Market Share for allocated Distributors. Relationship management and brand building exercises that enhance visibility and goodwill Understanding the Distribution Business model & mobilizing sales accordingly. Planning & executing activities/tie-ups to drive sales through respective channel. Updating Distributors of financial markets, Mutual Fund product & services. Maintain superior sales support & services for higher market share Job Requirements : Minimum 2-3 years of experience in Mutual Funds Industry Proven track record of client value creation Exemplary communication and client engagement skills Educational qualifications Graduate/ Post Graduate NISM VA Certification compulsory

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.

ROLE PURPOSE & OBJECTIVE The Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers. Developing and Expanding existing HNI customer relationships by ensuring quality portfolio. Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction details. Call Handling as per desired standards. Fulfilling customer service requirements and deepening relationships. Creating the opportunity to provide financial solutions to customers via cross-sell and upsell. Aids in developing and maintaining strong customer relationships, both within a company as well as with new clients. Seek out new business opportunities for the clients while advising them on products or services that best fit their needs. KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Continuous engagement with customers mapped Promoting digital banking services for a superior customer service experience Profiling of customers in order to aid right cross-servicing of bank products Meet the defined objectives of the Portfolio managed Customer (Both Internal & External) Call handling as per defined standards (Both Service & Sales) Regular interaction with customers and pro-actively accessing customer needs Accurate resolution for customer queries Attrition control of customers Deepening relationship by cross selling Ensure retention of customers Sales across all product segments Internal Process Achieve quality benchmarks defined from time to time Accurate logging of calls Ensure all laid down system and process are followed Ensure accurate and timely submission of financial transactions & requests Adherence to set processes of updating customer interactions in CRM next Innovation & Learning Ensure adherence to training man-days/ mandatory training programs for self Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self Continuously update skills by participating in professional trainings, attend courses as instructed by management and be willing to contribute acquired knowledge to the development of the bank