15429 Mutual Funds Jobs - Page 48

Provides mutual funds transaction processing services with a customer-focused approach. Provides proactive and innovative solutions to customers. Entry level support representative working on standard, repeatable tasks that require limited judgement and decision making. Acquires job skills and learns company policies and procedures to complete tasks. Follows detailed work instructions and works under close supervision. Minimally requires a high school degree and up to 1 year of related experience. Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or f...

Job Title Sales Trainer - Capital Markets We are looking for a high-energy professional with strong knowledge of capital markets and a passion for training and capability building. The role involves creating high-quality content on investment and capital markets and delivering impactful training sessions to frontline sales teams. Key responsibilities Design, develop and update training modules on capital markets, investment products, market fundamentals, and sales application of these concepts. Create engaging content such as presentations, playbooks, micro-learning videos, quizzes and case studies. Simplify complex financial concepts for easy understanding of new and experienced sales profe...

The Apex Group was established in Bermuda in 2003 and is now one of the world s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. That s why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take...

The Apex Group was established in Bermuda in 2003 and is now one of the world s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. That s why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take...

The Apex Group was established in Bermuda in 2003 and is now one of the world s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. That s why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take...

Role Summary Key Accountabilities/ Responsibilities Stakeholder interfaces Experience Education

Location: Gurgaon Sector 30 Experience: At least 6 months of relevant exp is mandatory Education: Graduate & undergraduate both can apply ***TO APPLY:****** Share Resume to 9988265439 ( For Quick Response share CV on WhatsApp ) Role Overview Position as below 1.Wealth Management Conduct in-depth analysis of equities, ETFs, cryptocurrencies, and mutual funds. Monitor market trends, corporate actions, dividends, and company financials. Evaluate investment opportunities and prepare detailed research reports. Support strategies for wealth management and investment advisory. 2.Clearance & Settlement / Trade Operations & Settlements Execute and monitor equity, ETF, and crypto trades as per client ...

Job Description: Investment & Property Operations Executive Position Overview The Investment & Property Operations Executive will be responsible for managing equity and mutual fund operations, handling property-related administrative tasks, overseeing day-to-day fund management, and supporting financial compliance activities. The role requires strong organizational skills, attention to detail, and the ability to coordinate with banks, brokers, tenants, and service providers. Key Responsibilities 1. Investment & Securities Management Execution of purchase and sale transactions for equity shares, mutual funds, and other securities as per instructions. Verification and reconciliation of contrac...

Job Description: Investment & Property Operations Executive Position Overview The Investment & Property Operations Executive will be responsible for managing equity and mutual fund operations, handling property-related administrative tasks, overseeing day-to-day fund management, and supporting financial compliance activities. The role requires strong organizational skills, attention to detail, and the ability to coordinate with banks, brokers, tenants, and service providers. Key Responsibilities 1. Investment & Securities Management Execution of purchase and sale transactions for equity shares, mutual funds, and other securities as per instructions. Verification and reconciliation of contrac...

About Company Founded in 2011, ReNew, is one of the largest renewable energy companies globally, with a leadership position in India. Listed on Nasdaq under the ticker RNW, ReNew develops, builds, owns, and operates utility-scale wind energy projects, utility-scale solar energy projects, utility-scale firm power projects, and distributed solar energy projects. In addition to being a major independent power producer in India, ReNew is evolving to become an end-to-end decarbonization partner providing solutions in a just and inclusive manner in the areas of clean energy, green hydrogen, value-added energy offerings through digitalisation, storage, and carbon markets that increasingly are integ...

Role & responsibilities - Walk in - Banking Industry @West Bengal Kolkata South Calling all Women,LGBTQIA+ and PWD Candidates to come and participate in our special DiversityInterview Drive.All roles open for Diversity candidates.Fresher Can Also Apply. On Spot Selection..!!! BRO Job Description: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for, providing financial solutions to customers by offering bank products, providing service to existing and New-To-bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and C...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs across various product lines such as Mutual Funds, Private Banking, PMS, AIFs, Capital Markets, Equity Markets etc. Provide investment advisory services to clients by understanding their financial goals and risk appetite. Develop customized investment strategies for each client based on their specific needs. Monitor market trends and economic indicators to make informed decisions about portfolio management. Ensure timely communication with clients regarding investment performance and updates. Desired Candidate Profile 8-13 years of experience in Wealth Management or related field. Strong kno...

Roles and Responsibility Develop and implement comprehensive digital strategies to achieve business objectives. Build and maintain strong relationships with clients through effective communication and engagement. Identify new business opportunities and generate leads through digital channels. Collaborate with cross-functional teams to drive sales growth and revenue. Analyze market trends and competitor activity to stay ahead in the industry. Provide exceptional customer service and support to clients. Job Requirements Proven experience in digital marketing and sales, with a focus on relationship management. Strong understanding of digital platforms and technologies, including social media an...

Role & responsibilities Cater to investment needs of mass affluent clients by recommending products like including equity, derivatives, equity advisory products, mutual funds, Unlisted Shares, PMS and AIF. Achieve assigned targets for revenue, client retention, and AUM (Assets Under Management). Acquire new clients for equity, derivatives, commodities, and other financial products. Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation. Drive cross-selling of the companys distribution products to create additional revenue streams. Execute client orders in equity, derivatives, commodity, and currency markets with accuracy and speed. ...

Sell equity products, assess client risk appetite, and manage HNI portfolios. Achieve monthly business targets, build strong client relationships, and provide regular investment updates. Required Candidate profile 2-5 yrs exp in financial sales (Equity/MF). Proven track record with HNIs. Strong comms skills & target-oriented mindset. Candidates with AUM >20Cr preferred.

-Process: Inbound And Outbound Voice Process -Fresher/ experience both can apply -HSC pass can apply -Salary: 16,000 To 22,000 + incentives -Shift timing: 9:30am-6:30pm -Good communication required -looking for immediate joiner Required Candidate profile min qualification HSC Job Location: Thane & Navi Mumbai To schedule your interview Call or send your CV through WhatsApp HR Nisarg - 7030023060 Perks and benefits High Incentives and growth opportunities.

FASTEST GROWING INVESTMENT / WEALTH MANAGEMENT COMPANY IS HIRING FOR BELOW ROLE IN LARGE NUMBERS: CALL ON 8859766816 / 941250851 / 8755187878 send cv on rm@contactxindia.com Role & responsibilities F ocus on acquiring and managing high-net-worth (HNI) clients, providing comprehensive financial planning, and cross-selling a range of investment products . Wealth Manager Job Location: HYDERABAD Role Overview We are seeking a dynamic and experienced Wealth Manager to join our esteemed financial advisory team. This role is pivotal in guiding and supporting High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients in achieving their financial objectives. The successful candidate will be respons...

Role & responsibilities Role & responsibilities Rm at Wealth India is primarily responsible for recruiting and managing a team of financial advisors within a designated territory, driving sales of mutual fund products through them, achieving individual and team sales targets, and ensuring high-quality customer service; their key responsibilities include lead generation, advisor training, relationship building with clients, and maintaining compliance with regulatory guidelines. Key responsibilities of a RM at Wealth India: Recruitment and Team Building: Actively source and recruit potential financial advisors to build a strong sales team within the assigned territory.Conduct thorough intervie...

Key Responsibilities Customer Interaction & Onboarding Make outbound calls to new and existing customers to explain Mutual Fund services, onboarding requirements, and activation steps. Clearly articulate product features (mutual funds, SIPs, risk profiling, KYC, etc.) in simple and customer-friendly language. Ensure customers complete all onboarding requirements (KYC, documentation, journey steps, etc.). Address customer queries promptly and accurately. Sales & Conversion Support Identify customer needs and recommend suitable investment or onboarding solutions. Support conversions by explaining benefits, features, and next steps. Drive onboarding funnel improvements by achieving daily/weekly...

Kotak Outbound Sales Officer Average Communication skills in English Min 6 months sales Exp Sal: Upto 3.1 LPA CTC + Incentives upto 24K 3year Exp: upto 4 LPA CTC 8 week offs in a month No long employment gaps / 6 month Required Candidate profile Age: 18–32 Yr No long employment gaps Shift:9-hour rotational (8 AM–8 PM) Week Offs:4/month, 6 after 6 months Location: Wagle Estate, Thane West Apply Now ! Call/WhatsApp HR Kalyani - 7030023460 Perks and benefits High salary Package (Kotak Mahindra Bank)

Direct Responsibilities : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collectio...

Job Role: Virtual Relationship Manager (VRM) Kotak Mahindra Bank Location: Wagle Estate, Thane Employment Type: Full-time Department: Banking Sales Payroll: Directly on Kotak Mahindra Banks payroll Eligibility Criteria: Gender: Male/Female candidates can apply Eperience: Minimum 1 year of experience in banking sales or BPO voice process with sales exposure No freshers will be considered No employment gap of more than 6 months Education: Graduate (any stream) Age: 18 to 32 years Communication Skills: Excellent verbal communication in English Good with mathematical calculations Well-groomed and polished, with customer interaction skills Preferred Background: Prior experience in BPO voice proce...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to us...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to us...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New-To-Bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use...