4687 Mutual Funds Jobs - Page 39

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.

Developing and implementing strategies to acquire new private banking clients. Building and maintaining relationships with UHNI & HNI clients. Lead a team of RM and other private banking staff. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Private Banking Wealth Banking UHNI & HNI Clients Sourcing PMS & AIF Management Team Leading

What you will Do? Develop and maintain strong relations with all the channel partners Build and implement strategies to achieve revenue and market share targets in the given geography Maximize resource productivity across segments Drive and execute training and development on products and regulations as well as soft skills for the employees and channel partners in order to enable them become more effective on the ground Conduct regular invertor-level meets (one-on-one or at group level) Ensure strong ground/branch level connectivity of the team by way of regular interaction and meets with employees in the geography Regularly communicate about products, markets and sales tools to all channel partners Hold business reviews with the internal team members and external channel partners What makes you a Great Fit? Postgraduate qualification in Management Relevant experience of 7-10 years NISM V-A Certified Should have strong business acumen, with good understanding of financial market data and changing dynamics of Mutual Fund Industry Good understanding of products & key business parameters Able to effectively lead a team to implement plans at the ground level Should be able to understand and build local level business strategies Must have good written & verbal communication skills Open to local commute & outstation travel if required

JOB DESCRIPTION Job Title Relationship Manager Distribution Channel Reports to Channel Manager Distribution Channel Department Sales Position Grade Range (Depending on relevant Work Experience) JOB PURPOSE: Working Context: The Mutual Fund Industrys AUM has grown more than threefold in a span of 5 years. Axis AMC has consistently outperformed the industrys growth rate. Amidst the stellar performance, last year Axis AMC successfully broke into Top 10 players in the market. Our growth appetite is strong and we envision to be amongst the top 5 mutual funds in the industry by 2020 . The journey so far has been made possible only because of our determined employees and a lot depend on the future employees we will onboard. Relationship Manager is the face of Axis AMC with the responsibility of mobilizing funds from Distribution Channel. An aggressive growth path is ahead of you. Come make your career journey a memorable one! Organizational Chart:OB PU RPOSE: Job Purpose: To mobilize funds from Distribution Channel To ensure maximum market share for Axis Mutual funds scheme within the channel Main Accountabilities: Primary Responsibility of the candidate is to build, develop and enhance relationships across Distribution Channel Ensure timely coverage of all the relationships assigned which should result into effective communication about Axis Mutual Fund, its schemes and all other aspects Ensure maximum market share for Axis Mutual funds scheme within the channel The role encompasses a variety of allied activities like innovative sales initiatives and ideas, coordination for sales meetings and keeping a tab on mutual fund market information Establish weekly, monthly, quarterly and annual sales plans and prioritize and schedule own activities so these targets are met. Job Purpose: Job Requirements: Demonstrated significant contribution to the business growth in the market through Distribution Channel Collaboration with all the stakeholders, both internal and external, for effective achievement of targets Readiness and openness to extensive local commute & outstation travel if required Strong understanding of the products and key business parameters Educational Qualification & Work Experience: Post-graduate/Graduate with 2 to 10 years of experience NISM V-A certification is mandatory Personal Attributes: Result Orientation: should be focused on achieving results and the targets assigned Commitment: has the drive and energy to undertake all tasks, even those that may appear laborious, displaying the same level of motivation and enthusiasm Adaptability: maintains good performance and quality of work under pressure and is prepared to manage change at the last minute Oral and Written Communication: has the ability, confidence and professionalism to convey information, both written and oral, clearly, concisely and persuasively Professionalism and confidentiality: confident individual who can deal with people at all levels both internally and externally. Demonstrates credibility and appropriate verbal and non-verbal behavior with clients and sector/industry team; adapts style when necessary Able to relate well to others and use interpersonal skills to achieve desired objectives; recognizing the need to represent both the business and team. Other Requirements: Industry Knowledge: should have strong business acumen and understanding of changing dynamics of Mutual Fund Industry.

JOB DESCRIPTION Job Title Relationship Manager Distribution Channel Reports to Channel Manager Distribution Channel Department Sales Position Grade Range (Depending on relevant Work Experience) JOB PURPOSE: Working Context: The Mutual Fund Industrys AUM has grown more than threefold in a span of 5 years. Axis AMC has consistently outperformed the industrys growth rate. Amidst the stellar performance, last year Axis AMC successfully broke into Top 10 players in the market. Our growth appetite is strong and we envision to be amongst the top 5 mutual funds in the industry by 2020 . The journey so far has been made possible only because of our determined employees and a lot depend on the future employees we will onboard. Relationship Manager is the face of Axis AMC with the responsibility of mobilizing funds from Distribution Channel. An aggressive growth path is ahead of you. Come make your career journey a memorable one! Organizational Chart:OB PU RPOSE: Job Purpose: To mobilize funds from Distribution Channel To ensure maximum market share for Axis Mutual funds scheme within the channel Main Accountabilities: Primary Responsibility of the candidate is to build, develop and enhance relationships across Distribution Channel Ensure timely coverage of all the relationships assigned which should result into effective communication about Axis Mutual Fund, its schemes and all other aspects Ensure maximum market share for Axis Mutual funds scheme within the channel The role encompasses a variety of allied activities like innovative sales initiatives and ideas, coordination for sales meetings and keeping a tab on mutual fund market information Establish weekly, monthly, quarterly and annual sales plans and prioritize and schedule own activities so these targets are met. Job Purpose: Job Requirements: Demonstrated significant contribution to the business growth in the market through Distribution Channel Collaboration with all the stakeholders, both internal and external, for effective achievement of targets Readiness and openness to extensive local commute & outstation travel if required Strong understanding of the products and key business parameters Educational Qualification & Work Experience: Post-graduate/Graduate with 2 to 10 years of experience NISM V-A certification is mandatory Personal Attributes: Result Orientation: should be focused on achieving results and the targets assigned Commitment: has the drive and energy to undertake all tasks, even those that may appear laborious, displaying the same level of motivation and enthusiasm Adaptability: maintains good performance and quality of work under pressure and is prepared to manage change at the last minute Oral and Written Communication: has the ability, confidence and professionalism to convey information, both written and oral, clearly, concisely and persuasively Professionalism and confidentiality: confident individual who can deal with people at all levels both internally and externally. Demonstrates credibility and appropriate verbal and non-verbal behavior with clients and sector/industry team; adapts style when necessary Able to relate well to others and use interpersonal skills to achieve desired objectives; recognizing the need to represent both the business and team. Other Requirements: Industry Knowledge: should have strong business acumen and understanding of changing dynamics of Mutual Fund Industry.

Our client hiring Mutual fund Analyst for Surat (Gujrat) location, JD contains data management, fund analysis, mutual fund knowledge, etc. Candidate needs 1 to 3 years experience in same field nearby Surat location.

- 100 % lead will be provided - Doing cold calling - Identifying sales opportunities - Closing business deals - Following up with customers - Meeting sales targets -A Great Welcoming Personality That Encourages Relationship Building. Required Candidate profile • 12 months - 2 years experience in sales & Marketing • Bachelor's degree • Fresher's Can't Apply • Bike

Job Title: Wealth Manager HNI Acquisition Experience: 2-6 Years Job Location: Chennai CTC: 4 - 8 Lac ( Salary + Variables + Perks) Job Type: Full Time Industry: Financial Services, Capital Markets, and Banking Employment Type: Full-time Job Function: Business Development. Location: Pune, Mumbai, Hyderabad, Bangalore, Ahmedabad, Delhi, Kolkata, Nagpur, Kolhapur, Nashik, Aurangabad. Key Responsibilities & Accountabilities PMS exp. is must. 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 an when required Required Education Graduate / Post graduate 2yrs- 5 years of Sales experience in direct selling of financial products like Skill Set & Knowledge Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) size of 20cr & above, minimum ticket size 50 lacs and connect among HNIs/UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skills. Thanks & Regards Vaishnavi 7738067504

Key Responsibilities : Client Acquisition : Identify, approach, and acquire HNI, UHNI, and affluent individuals for mutual fund investments. Build strategic partnerships with IFA channels, chartered accountants, and wealth advisors. Portfolio Management : Understand client risk profiles, investment objectives, and offer customized mutual fund solutions. Conduct periodic reviews and suggest portfolio rebalancing as needed. Relationship Management : Maintain strong, long-term client relationships through regular follow-ups and engagement. Act as a trusted advisor and ensure superior client experience at all touchpoints. Product Knowledge and Advisory : Stay updated on market trends, new mutual fund schemes, and regulatory changes. Educate clients on investment opportunities and risks. Reporting & Compliance : Ensure complete documentation and adherence to all regulatory and internal compliance policies. Provide timely MIS and reports to the management.

Job Role & Designation: Elite Relationship Manager [Deputy Manager] Platinum Relationship Manager [Manager] Interview Details: Date: 19th July 25 (Saturday) Time: 11:00 AM to 02:00 PM Address: Kotak Mahindra Bank Ltd, Ground floor, Plot No -16, Sikandra-Bodla Rd, Pushpanjali Vihar Colony, sector 9, Sulabh Puram colony, Sikandra, Agra, Uttar Pradesh 282007 Contact Person: Kunwar Ashish (Area Manager) Roles and Responsibilities Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase wallet share and cross-sell products. Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross selling. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Collaborate with other departments (e.g., product development) to launch new initiatives that meet customer needs. Desired Candidate Profile BFSI/Banking Experience: Candidates must have at least 2-5 years of experience in customer portfolio management and must have knowledge of CASA. Age Limit: Applicants should be 35 years or less. Mandatory Min Qualification: Graduation from a UGC recognized university. Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, cross selling concepts. Excellent communication skills for effective relationship-building with clients and internal stakeholders. Ability to work independently as well as part of a team towards achieving shared goals.

Job Summary The key responsibilities are to build and manage strategic partnerships with VCs, accelerators, and incubators, Support startups through webinars, workshops, and 1-on-1 consultations, Oversee the Startup Ambassador Program and drive its growth, Stay updated on industry trends and identify new opportunities. Job Description Responsibilities and Accountabilities: Explore new partnership opportunities with VCs, Accelerators, and Incubators across India and onboard them as startup program partners. Manage existing relationships startup partners across India to help them enable their portfolio companies to grow better via webinars, knowledge sessions, virtual 1- on-1 calls, etc. Manage the to be launched Vakilsearch Startup ambassador program and help onboard new startup ambassadors to the program. Participate in Startup Events and build relationships with startup ecosystem stakeholders. Build engagement programs with partners to drive a stronger adoption of Vakilsearch/ Zolvit services. Educate startups about Vakilsearch / Zolvit offerings and capabilities. Work on market intelligence, partnership development, and startup development. Implementation of Financial Processes and guiding on process improvements. Designing impactful pitch decks that captivate audiences. Tools & Resources required: Desktop Mobile Job Specifications Qualification(s): Bachelor's or Master's degree in Finance, MBA in Finance, or equivalent professional qualification. Experience Nature of Experience: Proven experience in strategic planning, financial modeling, risk analysis, financial planning, management, data tracking, and lean management. Skill Set & Personality Traits required: Entrepreneurial mindset, to understand and relate to challenges faced by startups and ability to strategize and build solutions through a startup program. Minimum 2 years of experience working with or for startups. Ability to understand startup business models. Demonstrated consistency in performance over a sustained period of time. Understanding of the startup ecosystem value chain in terms of accelerators, incubators, and venture capital industries. Age Group: 24 30 years. Additional information: Multilingual and client-facing skills are a plus.,

Execute cluster business plans for the Wealth Management segment to drive sales in the Mumbai. Responsible for acquiring NTF clients revenue generation and maintenance of relationship with UHNI & corporate clients and offer wealth advisory service

Interested Candidate Call 8795033333 or share your resume on sjain5444@gmail.com Hiring For a Broking Firm (On-Role Job) Product - Demat Product A candidate has to go out in the market to generate leads and will get existing customer data also. Required Candidate profile The candidate has to open a Demat account and will be doing cross-selling also A driving License and a wheeler are mandatory Graduation is mandatory

Interested Candidate Call 8795033333 or share your resume on sjain5444@gmail.com Hiring For a Broking Firm (On-Role Job) Product - Demat Product A candidate has to go out in the market to generate leads and will get existing customer data also. Required Candidate profile The candidate has to open a Demat account and will be doing cross-selling also A driving License and a wheeler are mandatory Graduation is mandatory

Interested Candidate Call 8795033333 or share your resume on sjain5444@gmail.com Hiring For a Broking Firm (On-Role Job) Product - Demat Product A candidate has to go out in the market to generate leads and will get existing customer data also. Required Candidate profile The candidate has to open a Demat account and will be doing cross-selling also A driving License and a wheeler are mandatory Graduation is mandatory

Designation: - Relationship Manager Location- Pan India Responsibilities: - Responsible for onboarding agents with the help of given data. Design and implement effective marketing strategies to connect with prospective clients, generate leads, and acquire agents. Follow up on the qualified prospects through regular activity Reaching the targets and goals set for your profile Desired Profile of the candidate: - Excellent communication and presentation skills Outgoing Likeable personality Good negotiating , convincing and interpersonal skills Some one who has knowledge in MF, Stock Market or Banking products eg.Credit Card, Banking account Education: - HSC, Graduate. Experience in Insurance, Stock Market, Banking Products are on priority.

Roles and Responsibilities Manage relationships with high net worth individuals (HNI) clients to understand their financial goals and objectives. Provide personalized investment advice on equities, mutual funds, insurance products, and other financial instruments. Excellent Incentives, Easily Achievable. Salary Best in Industry. Good Annual Growth. Client Centric work environment.

As a Stock Broking Head specializing in Trading, Compliance, and Institutional Sales, you will be responsible for overseeing the entire stock broking vertical, including trading operations, compliance, regulatory interactions, and business growth. With over 15 years of experience and a background in Banking or Financial Services, you will play a pivotal role in driving revenue growth and ensuring full compliance with various regulatory bodies. Your key responsibilities will include supervising retail and institutional broking operations, handling a range of products such as Equities, Options, Fixed Income, DVP/RVP, Prime Brokerage, and Mutual Funds. You will be expected to maintain strong relationships with High Net-worth Individuals (HNIs), Foreign Institutional Investors (FIIs), and institutional clients while leveraging insights from the banking sector to enhance cross-selling of investment products. In terms of risk and governance, you will need to implement surveillance systems, conduct risk assessments, and develop control measures to address compliance gaps. Furthermore, you will be required to ensure full compliance with regulatory bodies such as SEBI, NSE, BSE, NCDEX, NSDL, and CDSL, while managing regulatory filings, applications, and membership transfers across exchanges and depositories. Your role will also involve leading and training a high-performance team across sales, trading, and compliance verticals, ensuring that employees are well-versed in compliance, trading standards, and market regulations. With your strong knowledge of securities markets and compliance frameworks, along with experience in managing broking/trading operations within banking or financial institutions, you will be well-equipped to handle this challenging and dynamic role. Key Skills & Attributes: - Strong knowledge of securities markets and compliance frameworks - Experience in managing broking/trading operations within banking or financial institutions - Regulatory knowledge and liaison experience with SEBI, NSE, BSE, CDSL - Excellent analytical, leadership, and stakeholder management skills - Proficiency in handling institutional and retail trading models If you are a seasoned professional looking to lead a stock broking vertical with a focus on trading, compliance, and institutional sales, this role offers a unique opportunity to showcase your expertise and drive business growth in the dynamic world of stock broking.,

At Zerodha fund house, you will play a key role in enabling the next generation of Indian investors by reimagining mutual funds to create simple and relevant investment solutions. Together with the team behind Zerodha & smallcase, we uphold the values of simplicity, cost-effectiveness, and transparency in the mutual funds sector. Your responsibilities will include: - Assisting in finalizing reports to be filed with SEBI, AMFI, RBI, and the Board of AMC and Trustees. - Updating regulatory documents such as SID, KIM, and SAI. - Drafting notices, addendums, and board communications related to compliance matters. - Pre-clearance of marketing materials and filing the same with the regulator. - Finalizing STR/NTR and other reports as required under PMLA. - Updating Compliance Manual and other mutual fund level policies. You will also be involved in: - Proactively tracking and analyzing new circulars and directives issued by SEBI and AMFI. - Preparing reports on the impact of regulatory changes and implementing necessary adjustments for compliance. - Conducting reviews to ensure compliance with dealing room practices, insider trading regulations, and ethical standards. - Monitoring and analyzing transactions to identify and report suspicious activities or regulatory breaches. - Liaising with exchanges on matters related to listed ETFs and other compliance requirements. - Coordinating with Internal Auditors, Statutory Auditors, and SEBI Auditors to assist in handling SEBI inspections. To be successful in this role, you should have: - Total experience of 3-5 years with a minimum of 2 years in the compliance department of an Asset Management Company/Mutual Fund. - Graduation in any discipline or CS/CA/ICWA/L.L.B/MBA. Join us at Zerodha fund house and be part of a team dedicated to revolutionizing the mutual funds landscape in India.,

You will be responsible for undertaking the acquisition of Quality CASA (Current Account & Saving Account) and revenue products such as Life Insurance products, Mutual Funds, Gold, Trade/FX, and Assets products. It is essential to maintain good relationships with customers by conducting regular interactions and addressing any queries promptly. Your focus should be on ensuring quality by complying with KYC and all operational risk parameters, as well as adhering to the bank's policies and processes. Timely escalation of issues impacting the business and providing appropriate solutions is crucial. Additionally, you must prioritize the safety and security of both the Bank and customer's assets. You will be expected to submit MIS reports to relevant stakeholders in a timely manner. Setting performance goals in collaboration with your reporting manager at the beginning of the year and ensuring their monitoring and achievement throughout the year is vital. Take ownership of your learning agenda by identifying development needs with the reporting manager and working towards bridging gaps through various means. Understanding and displaying the competencies relevant to your role, as well as staying updated on professional/industry developments and current issues through continued education and professional networks, is essential. You must also follow risk policies and processes to mitigate operational, regulatory, financial, informational, reputational, and audit risks as per the departmental manager's instructions. Lastly, execute the established internal control systems and compile relevant information for departmental audits when necessary.,

You will be joining Top Quartile Financial Services Private Limited in Pune as a Sales Manager - Wealth Management. In this full-time, on-site role, your primary responsibilities will include driving sales of financial products, managing client relationships, developing new business opportunities, and executing financial planning strategies. Your daily tasks will involve meeting potential clients, offering portfolio management advice, conducting market research, and ensuring client satisfaction. Collaboration with the research and analytical team will be essential to provide tailored solutions to clients. To excel in this role, you should have experience in sales, client relationship management, and business development. A good understanding of financial products, including Mutual Funds, Portfolio Management, and Insurance, is required. Strong analytical skills will enable you to offer customized financial planning services. Effective communication and negotiation skills are crucial, along with the ability to work both independently and as part of a team. Possessing relevant certifications in financial planning or wealth management will be advantageous. A Bachelor's degree in Finance, Business Administration, Economics, or a related field is preferred. Join us at Top Quartile Financial Services, where we focus on ethics, trust, and superior quality to align our services with clients" evolving financial aspirations and create wealth for them.,

Responsibilities: Manage client portfolios Collaborate with investment team Monitor market trends Meet revenue targets Provide exceptional service Health insurance Annual bonus

Description: JOB DESCRIPTION Position Name: Deputy Manager Department: Registrar & Banking Operation (MIS and Taxation) FORMAL EDUCATION: (minimum requirement to perform job duties) CA, Post Graduate, Graduate with 1-3 years of experience in Financial Service sector WORK EXPERIENCE/KNOWLEDGE: Minimum of 1 year experience in operations role Preferably from Mutual Fund or financial sector with some knowledge of Registrar, Fund accounting, banking, depository, brokerage, KYC documentation, fee and commission calculation etc. Special focus will be on the knowledge of the taxation aspect of mutual fund investors like capital gains taxation of various mutual fund products, TDS on dividend/capital gain, GST, STT, Stamp Duty, etc. Understanding of current regulatory environment for financial services in India Good understanding of Excel, Income tax queries/data requirements and other reporting tools. FATCA\CRS\TDS compliance understanding will be added advantage Personal Characteristics and Behaviours: Ability to conduct proper analysis and present data in a meaningful way Focussed approach and detail orientation Team player who thrives in a collaborative work environment Open minded, flexible, and willing to listen for other peoples opinions Interpersonal skills necessary to effectively communicate with a variety of individuals Excellent verbal and written communication skills An Eye for details and ability to interpret and analyze new regulations pertaining to taxation, mutual fund operations, etc.. Job Responsibilities: 1. Coordinate/arrange/prepare, validate and upload\send reports for a. Statutory purpose to SEBI, Income Tax dept, AMFI, RBI, etc. b. Business / Management 2. Control on various tax filings like TDS returns, STT, FATCA/CRS, etc and also handling queries from IT department and rectification of returns. 3. Coordinating with the tax consultants for various internal notes / tax reckoner / taxation clauses in SAI/SID/NFO, etc. and ability to comprehend the same. 4. Scrutinizing various Registrar reports like daily transactions reports, AUM, MCR,dividend,redemption, TDS, Stamp Duty etc, highlight discrepancies, if any and get the same rectified 5. Expense handling for the schemes and analysis of the same including monthly expense provisions. 6. Outsourcing review of registrar 7. All kind of audit coordination with registrars like a) Internal, b) Statutory, c) System, d)Cyber Security, e) Third party etc 8. Coordination for various risk management reports & submission to CRO 9. Back up coordination for commission, banking, unit control and reconciliation with Registrar, banks, depositories, other vendors 10. Supporting new products and services

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

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