4687 Mutual Funds Jobs - Page 49

Role Overview: As an Apprentice Pantry at JLL, you'll learn essential food service support operations while maintaining high standards of organization, cleanliness, and service in our client facilities. Key Learning Opportunities: Assist with pantry and kitchen organization, stock rotation, and inventory management Learn proper food storage techniques and safety protocols Develop skills in basic food preparation and presentation for meetings and events Gain experience in maintaining cleanliness standards in food service areas Understand supply ordering and vendor coordination processes Support caf operations during peak periods Qualifications: Graduate Basic understanding of food safety principles Good organizational skills and attention to detail Positive attitude and willingness to learn Ability to work effectively in fast-paced environments Flexibility to adapt to changing schedules when required

OVERALL ROLE This position is responsible for creating Delight by breeding a Customer-Centric Experience for occupants of a large upscale modern office with the focus on providing outstanding Experience in the Workspace. Incumbent will have a deep understanding of the Workspace and the surrounding areas and become the single point of contact for daily Workspace needs on the office floors and a counsel to the employees present. Ideal Experience Bachelors degree/ Degree in Hotel Management, business or other related field; Experience of 1 - 3 years in hospitality hotel & aviation Industry / Coworking spaces Able to adapt in a fast-paced working environment and versatile in meeting client changing needs and requirements Proficient in MS Office suite Excellent communication verbal and written. MAJOR RESPONSIBILITIES Establish direct relationship with the employees working from the office Single Point of Contact of employees working from office for issues resolution & workspace change within the premises Respond and close all service tickets and feedbacks within defined SLA Shares observations regarding any misalignment to defined guidelines for using office amenities for (incl. data from housekeeping and engineering teams) Have periodic connects with all point of contact of different business to understand their perspective of service Plan and execute employee engagement events in line with client expectations Consolidate feedback to management team regularly for ongoing improvement implementation Report any concerns or patterns in employee feedback periodically to assistant workspace experience manager Actively encourage an environment that supports teamwork, co-operation, performance excellence and personal success Drive Client specific initiatives such technology roll-outs, benchmarking, best practices etc. Ensure operations are aligned to financial processes and controls are adhered to at all times to achieve good financial management.

Responsibilities: * Conduct portfolio analysis using investment strategies * Manage client relationships through effective communication * Collaborate with wealth management team on mutual fund solutions

8 - 10 years of experience in Capital Markets with exposure to brokerage, clearing corporations, depositories, stock exchanges, mutual fund asset management companies, or similar. 5+ years of hands-on experience in custody firms across: Transaction processing and settlement Safekeeping Account opening and onboarding Corporate action processing Proxy services Income collection Tax services Cash management Real-time reporting Market infrastructure connectivity Proficient communication, organizational, and analytical skills. Team oriented and working with cross locational presence Good to Have Skills Certifications such as CFA, GARP, PRM, PMI, IIBA, or ISTQB. IT sector experience as a business or test analyst in custody domain-related projects. Understanding of AI/ML applications in custody operations Custody Services Specialization as Subject Matter Expert Identify challenges within global and boutique custody firms and propose technology solutions/offerings for the Capital Markets industry. Develop end-to-end workflow schematics for custody operations at client sites, identifying areas for process and technology improvement. Collaborate with AI architects to identify and develop AI/ML and Generative AI use cases for custody operations and evolve solutions and MVPs for client demonstrations. Publish thought leadership in the form of whitepapers focusing on industry transformation through modern technology. Create and maintain sales collaterals and conduct solution demonstrations across various seniority levels in customer organizations. Document current-state custody operations, assess technology use, and prepare a target-state operating model. Facilitate training to enhance custody domain knowledge within the organization. Stay updated with trends in custody services to ensure solutions align with industry best practices.

Job description Role & responsibilities To work for providing first class service experience to existing customers and take references for acquiring new quality customers. To cross sell deposit and fee products to such customers and penetrate better market share To constantly endeavor to improve existing customer relationships and involve in Sales to deepen the same. To keep updating knowledge and exposure to various banking products both internal as well as competitor. To continuously improve product knowledge and awareness of market trends and competitor products. To overcome problems using guidelines and escalate with expediency, when necessary. *Other duties may be assigned from time to time as desired by the Bank

To ensure the achievement of disbursement targets with a proper mix of HE/ HL with minimum delinquency. Identify target areas for prospective business Pre-screen customer segments as per the organization norms Ensure the number of log in along with disbursement Sanction ratio target achievement Ensure high customer satisfaction level by proactively understanding customer needs and cross- sell multiple products as per the requirements Execute sales promotion activities to build customer interest in the TCFSL brand Build strong client relationships both internally and externally and build a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels Provide training to staff members and vendors so as to develop a strong understanding of the markets / competition / process and products available in the markets and provide positive feedback to the central product and policy team to stay ahead in the market. Ensure compliance to all Audit / RBI regulations Graduate in any discipline

Role Overview: The Specialist Passives will be responsible for driving the growth and success of ETF and passive investment offerings. The primary responsibility will be to acquire and manage relationships with High Net-Worth Individuals (HNIs), Family Offices, and Institutional clients, providing expert guidance on ETFs, index funds, and other passive investment strategies. The role will entail leveraging deep understanding of capital markets to deliver tailored investment solutions that align with clients' financial goals and risk profiles. Key Responsibilities 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new clients, including High Net-Worth Individuals (HNIs), Family Offices, and Institutional clients. Build, nurture, and sustain long-term relationships with both new and existing clients and key stakeholders, such as stockbrokers, distributors, and Registered Investment Advisors (RIAs). Understand clients' investment objectives, risk appetite, and financial goals to offer tailored ETF and passive investment solutions. 2. Product Knowledge and Sales Attain deep expertise in Exchange-Traded Funds (ETFs), index funds, and passive investment strategies. Present and explain the benefits, risks, and features of ETFs and other passive investment products to clients. 3. Market Intelligence and Competitive Analysis Monitor and analyse trends in capital markets, ETFs, and the broader investment landscape to provide actionable insights. Regularly update clients on market conditions, ETF performance, and related investment opportunities. Collaborate with internal teams to stay informed on industry developments and formulate innovative strategies to increase market penetration. 4. Compliance and Risk Management Ensure full compliance with regulatory requirements, industry standards, and internal policies. Proactively address and mitigate potential risks related to client investments, safeguarding both client and company interests. Maintain accurate, up-to-date documentation of client interactions, transactions, and market activities. Skills and Qualifications Educational Background: MBA or relevant qualification from a reputed institution in finance or a related field Certifications: NISM V-A and other relevant certifications in investment or capital markets Experience: 5 to 10 years of experience in capital markets, stock broking, or related fields Proven track record of building and nurturing client relationships and achieving sales targets in a competitive environment Excellent communication, negotiation, and presentation skills with a results-oriented approach Proven ability to work independently as well as collaboratively within a team

Position Overview We are seeking a dynamic and results-driven Sales Executive to join our growing team. This is an exciting opportunity for individuals who are passionate about sales and eager to make a significant impact in the field. The ideal candidate will possess a strong background in various sales domains, including door-to-door sales, insurance, and financial products. With a competitive annual salary of 4,00,000 , this full-time position offers a chance to thrive in a vibrant work environment across multiple locations including Chennai, Kolkata, Bangalore, and Mumbai City . Key Responsibilities As a Sales Executive, you will be responsible for driving sales and expanding our customer base. Your key responsibilities will include: Conducting door-to-door sales to promote our products and services. Engaging with potential clients to explain insurance and financial products. Building and maintaining strong relationships with clients through effective networking. Performing field work and marketing activities to generate leads. Providing sales support and coordination to ensure customer satisfaction. Meeting and exceeding sales targets set by the management. Collaborating with team members to develop effective sales strategies. Qualifications The ideal candidate will possess the following qualifications: A minimum of 1 to 5 years of relevant work experience in sales. Proven track record in door-to-door sales, insurance, and financial products. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Willingness to engage in field sales and marketing activities. Proficiency in sales coordination and support functions. A proactive approach to problem-solving and customer engagement. If you are a motivated individual looking to advance your career in sales and make a difference in a fast-paced environment, we encourage you to apply. Join us and be part of a team that values innovation, collaboration, and success!

Position Overview We are seeking a dynamic and results-driven Sales Executive to join our growing team. This is an exciting opportunity for individuals who are passionate about sales and eager to make a significant impact in the industry. The ideal candidate will possess a strong background in sales and distribution, with a focus on various sectors including insurance and financial products. If you thrive in a fast-paced environment and are looking to advance your career, we want to hear from you! Key Responsibilities Develop and implement effective sales strategies to achieve company targets. Identify and pursue new business opportunities through various channels, including door-to-door sales and field marketing. Build and maintain strong relationships with clients to ensure customer satisfaction and retention. Conduct market research to understand customer needs and industry trends. Collaborate with the marketing team to create promotional materials and campaigns. Provide regular reports on sales performance and market feedback to management. Participate in training and development programs to enhance sales skills and product knowledge. Work closely with the brokerage and mutual funds sectors to drive sales growth. Qualifications The ideal candidate will possess the following qualifications: 1 to 5 years of relevant work experience in sales, preferably in insurance or financial products. Strong understanding of sales and distribution processes. Excellent communication and interpersonal skills. Proven track record of meeting or exceeding sales targets. Ability to work independently and as part of a team. Willingness to travel and conduct fieldwork as required. Proficient in using sales software and CRM tools. Work Location This position is available in multiple locations including Kolkata, Mumbai City, Ahmedabad, and Hyderabad . Candidates should be willing to work on-site during the day. Employment Type This is a full-time position with a competitive annual salary of 4,00,000 . We are looking to fill 10 positions to support our expanding operations. If you are ready to take your sales career to the next level and join a company that values innovation and growth, please apply today!

Kotak Mahindra Bank is hiring for Affluent Relationship Manager - Bangalore Location. Job Role: - Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements. Ensure client contactability at all times through regular connect with them in weekly/monthly calls. Resolve client queries for the managed book within the specified TAT. Plan and conduct special sales initiatives and events for prospective and existing clients. Endure adherence to all bank and regulatory processes at all times. Job Requirement:- Aptitude to deliver high quality customer service by using organization and interpersonal skills. Minimum 4 years to 14 years of experience. Decision making skills with strong sense of ownership. Experience in portfolio management, building and maintaining HNI customer relationships.

BFSI Trainer (Banking, Financial Services, and Insurance) More Details BFSI Trainer (Banking, Financial Services, and Insurance) - ETASHA Society BFSI Trainer (Banking, Financial Services, and Insurance) BFSI Trainer (Banking, Financial Services, and Insurance) BFSI Trainer (Banking, Financial Services, and Insurance) ETASHA Society s Project AtmaNirbhar is expanding to Greater NOIDA and Gurugram. For each of the new locations we are looking for a passionate and experienced BFSI Trainer to train and guide youth in the Banking, Financial Services, and Insurance sectors. The core role, as part of the Vocational Training & Placement team, is to prepare young girls and boys from the less privileged segments of society for employment in the organized sector. The responsibilities include: Delivering high-quality training sessions on BFSI modules including Banking basics, Insurance products, Mutual Funds, Financial Literacy, Customer Service, and Regulatory Guidelines (e.g., KYC, AML). Conduct pre- and post-assessments to evaluate trainees learning outcomes. Create an engaging learning environment using interactive training methods. Maintain training records, attendance and reports. Support trainees in understanding career paths and job readiness for the BFSI sector. Coordinate with placement teams for smooth transition to employment. You are the person we are looking for if you have: Graduate/Postgraduate degree in Finance, Commerce, or related fields. Minimum experience of 2 3 years of working in or training for BFSI operations Strong communication and facilitation skills. Ability to connect with youth from diverse backgrounds. Certification in BFSI training or NISM/NISM modules. We pay between Rs.18,000/- to Rs.25,000/-per month, depending upon skills and experience. PF, ESI and other benefits will be available as per rules. Apply for this position Allowed Type(s): .pdf, .doc, .docx By using this form you agree with the storage and handling of your data by this website. *

About The Role Project Role : Application Designer Project Role Description : Assist in defining requirements and designing applications to meet business process and application requirements. Must have skills : SAP Portfolio and Project Management Good to have skills : NAMinimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Designer, you will assist in defining requirements and designing applications to meet business process and application requirements. A typical day involves collaborating with various stakeholders to gather insights, analyzing user needs, and translating them into functional specifications. You will engage in discussions to refine application designs, ensuring they align with business objectives while maintaining a focus on user experience and efficiency. Your role will also include reviewing existing applications to identify areas for improvement and innovation, ultimately contributing to the overall success of the projects you are involved in. Roles & Responsibilities:- Expected to be an SME.- Collaborate and manage the team to perform.- Responsible for team decisions.- Engage with multiple teams and contribute on key decisions.- Expected to provide solutions to problems that apply across multiple teams.- Facilitate workshops and meetings to gather requirements and feedback from stakeholders.- Mentor junior team members to enhance their skills and knowledge in application design. Professional & Technical Skills: - Must To Have Skills: Proficiency in SAP Portfolio and Project Management.- Strong analytical skills to assess business requirements and translate them into technical specifications.- Experience with application design methodologies and best practices.- Ability to work collaboratively in a team environment and manage multiple priorities.- Familiarity with project management tools and techniques. Additional Information:- The candidate should have minimum 12 years of experience in SAP Portfolio and Project Management.- This position is based at our Hyderabad office.- A 15 years full time education is required. Qualification 15 years full time education

BNP Paribas ISPL is seeking a proactive and creative team player to work as an Manager of the team. The ideal candidate for this position will possess strong know how of the process and act as an effective back-up to his/her supervisor. The position will work closely with the Fund Accounting team to keep them motivated and devise continuous ways to improve the process. Responsibilities Direct Responsibilities Service Delivery: Need to be a SME (Subject Matter Expert) of the process with complete knowledge & understanding of NAV Calculation Processing & Review across variety of funds & instruments types. Ensure NAV calculations are produced in a timely manner as per SLA. Completeness of NAV packs includes accurate report generation, timely delivery of reports, scanning & archiving. Ensure all reconciliation breaks in TA, Cash & Stock are validated and justified for each calculated NAV. Ensuring the KPIs are kept in Green at all times. Preparation of Key/Standard Operating Procedures for each process migrated to Chennai. Consistently evaluate the documented procedures to ensure they are complete, accurate and up to date. Prioritize the work and conduct investigation with due diligence on all the discrepancies. Carry out other ad-hoc duties may arise from time to time, mainly on month ends & year ends. Ensure review of critical queries before sent. Where issues/errors arise ensure detailed analysis of issues and clear understanding is gained before responding to client, spoke or other parties. Ensure that the Reports are thoroughly reviewed and most updated information is provided. Should assist supervisors in preparing & reviewing reports. Financial: Adhere to Quality of 100% while producing & reviewing NAVs. Ensure there is NO Financial impact/loss to the organization. People: Updating required colleagues adequately on any changes/new events impacting BAU. Should be proactively escalating any relevant issues to Manager. Identifying the staff training requirement & ensure all the necessary training has been provided to the team members to perform the relevant tasks. Participating in Daily Team huddles, Weekly Team meetings. Develop SMEs and ensure that, the Back-up management tool is in place for all the team members. Risk Management: Enforce 100% compliance of ISAE3402. Carry out sample testing on daily basis & document the results. Ensure procedures are in place to effectively deal with exceptions and that they are reviewed, researched, documented and resolved in a timely manner. Identify the manual steps, process efficiencies & developments, by providing practical ideas on areas of improvements & work towards its automation. Ensure to minimize the unplanned leaves, especially during business critical days, like month end, rollover days and migration of new funds. Technical & Behavioral Competencies Ability to communicate to others in a clear, articulate fashion. Good team player skills Good written and oral communication skills. Good listening and questioning ability. - Be able to express ideas effectively in individual and group situations Ability to plan work ahead and to prioritize workload. Ability to work in an organized manner. - Must have an attention to detail Generate creative solutions to problems. Always looks for ways to improve services and processes. Be able to adapt to markets and clients evolution. Monitor the respective group mail box and respond quickly to the queries. Adhere to timeliness and quality as stated in SLA. Ensure there is NO Financial impact/loss to the organization. Ensure ISAE 3402 checks are understood and followed. 100% compliance is must for all NAV packs. Act as a back-up in the absence of other team members. Assist supervisor in resource planning and BAU planning. Continuously strive to improve the process and bring efficiency in the chain Department BC Correspondents Acts on behalf of, and by delegation of Department head who remain fully responsible for the department BC Plans. Responsible for designing, maintaining and organising BCM documentations (BIA, BC Plan, Call Tree list etc.) and testing of BC Plans and solutions (BCP testing, Call tree testing, participation in various level BCP & DR testing) Provide business data for analysis, design and testing stages of BC Plan Alerting the BCM team of any business continuity incident with potential impact to business Organizing an appropriate business response for your department upon confirmed crisis scenario by mobilizing the recovery teams and communicating relevant instructions, and providing regular status updates on business recovery to the BC Manager Specific Qualifications Accounting/Commerce Minimum of 10+ years of experience in Fund Accounting Skills Referential Behavioural Skills : Attention to detail / rigor Ability to collaborate / Teamwork Decision Making Client focused Transversal Skills: Ability to understand, explain and support change Ability to develop and adapt a process Analytical Ability Ability to inspire others & generate people's commitment -

Management of NAV delivery for Hedge fund/Fund of Funds accurately and in a timely manner Responsibilities Direct Responsibilities - Managing delivery of accurate and timely NAVs for hedge funds, Fund of Funds and Feeder funds with extremely high volume or / and very high complexity (having equities, bonds, future, options, CDS, EQS, etc. as holdings) by completing all of the following processes: - Cash and position reconciliation (accounting vs PB and 3 way); with resolution of breaks - Income reconciliation (dividends and interest) - Manual Pricing and Pricing review - P&L review and Tolerance checks - Fees accrual, management and performance fee calculation and booking - Capital bookings and reconciliation with Investor services system reports - TB tie out and compiling NAV pack - Work Allocation and tracking the deliverables Contributing Responsibilities - Delivery on audit requests and resolution of all queries on a timely basis - Ensure appropriate checks and procedures are followed to maintain high quality deliverables and to avoid internal audit and ISAE findings - Compliance with all internal organizational and business policies Technical & Behavioral Competencies - Hedge fund accountings experience a must ability to understand and resolve breaks in a hedge fund operating environment (systems, asset classes, deliverable timelines, etc.). - Operational understanding of asset classes like futures & options, equity swaps, CDS, etc. apart from equities and bonds. - Experience on Advent Geneva system would be preferred an added advantage - Good Excel and MS office skills - Good communication skills - Requires to review complex hedge fund NAVs - Participation in system development projects, process change projects, etc. - Troubleshoot issues of junior members and mentor / coach / buddy them. Specific Qualifications Graduates / Post Graduates (M.Com/MBA Finance preferred) Skills Referential Behavioural Skills : (Please select up to 4 skills) Communication skills - oral & written Client focused Ability to deliver / Results driven Attention to detail / rigor Transversal Skills: Ability to understand, explain and support change Analytical Ability Ability to develop and adapt a process Ability to manage a project Ability to inspire others & generate people's commitment Education Level: Bachelor Degree or equivalent Experience Level At least 5 years

About The Role Skill required: Asset Management - Asset Data Management Designation: Capital Markets Services Senior Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes execution supported by an orchestrated layer of intelligent operations assets.You will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Define and deliver asset data management solutions, to capture, validate and improve plant, equipment, bill of material and maintenance plan data and install base management. What are we looking for Agility for quick learningWritten and verbal communicationStrong analytical skillsProcess-orientationProblem-solving skills Roles and Responsibilities: In this role you are required to do analysis and solving of increasingly complex problems Your day to day interactions are with peers within Accenture You are likely to have some interaction with clients and/or Accenture management You will be given minimal instruction on daily work/tasks and a moderate level of instruction on new assignments Decisions that are made by you impact your own work and may impact the work of others In this role you would be an individual contributor and/or oversee a small work effort and/or team Please note that this role may require you to work in rotational shifts Qualification Any Graduation

Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Business Descriptors International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. Roles and Responsibilities The Operations personnel will be required for the following key activities : a. Strong Accounting and Taxation knowledge b. Basic Domain Understanding on Financial Instruments & Markets and regulations impacting Financial Markets; c. Strong numerical skills and analytical abilities; d. High level of process orientation; e. Eye for Detail f. Good Verbal & Written Communication Skills; Requirements Chartered Accountant / Graduate with good knowledge on accounting and basic understanding of Capital Markets Activities : NAV verification and coordination with Concurrent Auditor Total Expense ratio monitoring and expense change processing Vendor payments Spillover report and review Fund Accountant and Auditor co-ordination Review of Financial Statements Preparing Trust Accounts and getting Audited( Annually) Compliance with AMFI and SEBI Circulars Various Regulatory and Internal reporting Valuation Policy & valuations & valuation Committee coordination Fund of Fund TER Monitoring Tax payments and Returns filing Functional and Behavioral Skills Strong Accounting knowledge and basic understanding of Capital markets Good Analytical skill and expert knowledge in Excel Good Communication and Team management skill Good at Time Management CA or Graduate with minimum 4-5 years of Work experience, primarily in Mutual Fund operations / Insurance/ Alternatives/Hedge Fund / Audit firm Useful Link Link to Careers Site: Click HERE 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.

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 International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver world-class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth. This involves the development and management of needs-based solutions covering foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable market insights and updates, financial planning and advisory services. 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 Chandigarh , 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

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, 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 Independently manage the assigned distributor channel/network and also enhance the scope of distribution Establish & Manage relationships through a regular calling programme Organise promotional activities and ensure high share of mind of our products, increase the visibility of HSBC Mutual Fund Schemes and PMS schemes and improve awareness of our schemes Organise and facilitate investor and distributor meetings Organise and conduct training sessions for the Channel Work closely with the Investment management team to equip the sales force in the channel with details on the Markets and Products, and be able to communicate the key features of our products over competition. Provide regular performance, product and competitor updates Deliver sales budgets for the given geography/distributor portfolio Procure new and maintain direct relationships with assigned customers/network clientele Productively work with the Operations/Customer Service to ensure efficiency is maintained. 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 10 to 12 years of experience in Wealth management in a clientfacing role involving Mutual Fund Sales Candidates who do not meet the experience / educational qualifications but have a passion for mutual fund sales are also welcome to apply NISM Certificate 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

Responsibilities: * Manage high net worth clients' wealth through financial planning & investment strategies * Oversee portfolio construction using mutual funds, PMS & structured products Annual bonus Health insurance Performance bonus

No sales involved, Review client profile & offer tailored investments Build client relationship through regular reviews, communication, meet Prepare documents for Estate Planning (will be trained) Added Advantage: Knowledge in personal taxation

Manage a portfolio of existing and prospective clients through virtual platforms (phone, email) Understand client investment needs, risk appetite, and financial goals Ensure regular follow-ups with clients for portfolio reviews, market updates Required Candidate profile Graduate with 2–4 yrs of Experience in mutual fund sales, financial advisory, relationship management . Strong understanding of mutual fund products, SIPs, (ELSS) info.aspiringmantra@gmail.com

Dear Applicant, We are hiring Quality Analyst for our Raipur/Indore branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Essential Educational & Experience Qualification- A. Graduation or MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Designation: Quality Analyst Interested candidate can share cv at sudhir.singh@sbicapsec.com Thanks & Regards, sudhir singh Human Capital 8527187377

Position Overview We are seeking a dynamic and results-driven Sales Manager to join our team. This is an exciting opportunity for individuals who are passionate about sales and have a proven track record in driving revenue growth. The ideal candidate will possess strong leadership skills and the ability to motivate a team to achieve sales targets. You will be responsible for overseeing sales operations across multiple locations including Chennai, Mumbai City, Hyderabad, and Kolkata . Key Responsibilities Develop and implement effective sales strategies to drive sales generation and achieve company objectives. Manage and lead a team of sales executives, providing guidance and support to enhance their performance. Coordinate sales promotion activities and ensure alignment with marketing initiatives. Oversee field sales management, ensuring that sales targets are met through effective field work and coordination. Engage in sales activities related to brokerage and mutual funds, ensuring compliance with industry standards. Monitor market trends and competitor activities to identify new business opportunities. Prepare and present sales reports to senior management, highlighting performance metrics and areas for improvement. Foster strong relationships with clients to enhance customer satisfaction and retention. Qualifications The ideal candidate will possess the following qualifications: A minimum of 1 to 5 years of experience in sales management or a related field. Proven experience in sales generation, sales & marketing, and field sales management. Strong understanding of sales processes and techniques, particularly in brokerage and mutual funds. Excellent communication and interpersonal skills, with the ability to build rapport with clients and team members. Demonstrated ability to lead and motivate a team to achieve sales targets. Strong analytical skills to assess sales performance and market trends. Ability to work independently and as part of a team in a fast-paced environment. Willingness to travel as required for field sales activities. This is a full-time position with a competitive annual salary of 3,50,000 . The job schedule is day shifts, and the work mode is on-site . We have 10 positions open for this role, and we are looking for motivated individuals who are ready to take their careers to the next level. If you are a passionate sales professional looking for a challenging and rewarding opportunity, we encourage you to apply today!

Dear Applicant, We are hiring Quality Analyst for our Ahmedabad/Surat/Rajkot branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Essential Educational & Experience Qualification- A. Graduation or MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Designation: Quality Analyst Interested candidate can share cv at sudhir.singh@sbicapsec.com Thanks & Regards, sudhir singh Human Capital 8527187377

Dear Applicant, We are hiring Quality Analyst for our Lucknow/ Kanpur branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Essential Educational & Experience Qualification- A. Graduation or MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Designation: Quality Analyst Interested candidate can share cv at sudhir.singh@sbicapsec.com Thanks & Regards, Sakina Chowdhury Human Capital 8527187377