4685 Mutual Funds Jobs - Page 5

As a professional in this role, your primary responsibility will be to up sell Mutual Fund products to Retail and High Net Worth Individuals (HNI) clients based on the provided database and by generating fresh leads through references to enhance the client base. Your key objectives will include achieving the set business targets by increasing sales, enhancing client net worth relationships, and upgrading services to meet the financial needs of customers. To excel in this role, you will be required to profile customers effectively, offer suitable financial products that align with their requirements, and ensure the highest standards of service for all clients, especially HNI customers. Your duties will also involve providing investment planning and advice, acting as a single point of contact for assigned customers, and acquiring as well as servicing HNI/UHNI clients. Candidates with NISM certification and prior experience in managing Retail and HNI clients, along with a comprehensive understanding of Mutual Funds, will be given preference. Your role will focus on maximizing sales through strategic planning and implementation of organizational activities to meet specified targets by engaging with a group of assigned Retail Individual Financial Agents and increasing Mutual Fund activations. Key skills essential for success in this position include proficiency in investment strategies, financial planning, sales techniques, lead generation, Mutual Funds knowledge, catering to HNI clients, business-to-customer (B2C) interactions, and effective customer relationship management. If you are a proactive professional with a passion for sales and financial services, possessing the required skills and experience, this role offers an exciting opportunity to drive business growth and client satisfaction through a tailored approach to financial product offerings and customer engagement.,

As the Branch Manager for the Investment team, you will play a critical role in leading and managing the sales team to drive business growth and achieve sales targets. You will be responsible for overseeing the branch's investment activities, ensuring exceptional customer service, and maximizing investment opportunities. You will lead, motivate, and manage the sales team to achieve targets and KPIs. Additionally, you will develop and implement sales strategies to drive business growth and increase investment revenue. Your key responsibilities will include overseeing the branch's investment operations, ensuring compliance with regulations and policies, and identifying potential investment opportunities to provide guidance to clients based on their financial goals. You will build and maintain strong relationships with new and existing clients to enhance customer satisfaction and loyalty. Monitoring market trends and competitor activities to adjust sales strategies and tactics accordingly will be part of your role. Moreover, you will provide regular reports on sales performance, market trends, and customer feedback to the management. Conducting regular performance evaluations for the sales team, providing ongoing training and mentorship, and collaborating with finance and investment teams to develop innovative investment products and solutions are crucial aspects of the role. You will also ensure efficient branch operations, streamline processes to enhance productivity and customer service, and resolve customer complaints and issues in a timely and professional manner. Your qualifications should include a Bachelor's degree in Finance, Business Administration, or related field; an MBA or CFA is a plus. Proven experience in investment sales and management, preferably in a leadership role, is required. A deep understanding of investment products, financial markets, and industry regulations is essential. Strong track record of achieving sales targets, excellent leadership and team management skills, exceptional communication and interpersonal abilities, and the ability to analyze market trends and competitor activities are also necessary for this role. Furthermore, familiarity with CRM systems, sales tracking tools, and financial software, proactive and results-oriented mindset, ability to thrive in a fast-paced environment, strong work ethic, integrity, and commitment to ethical business practices are key qualifications. Professional certifications such as Series 7, Series 63, experience in collaborating with cross-functional teams and senior management, and demonstrated ability to handle pressure, meet deadlines, and maintain accuracy will be beneficial for this position.,

Relationship Manager will be responsible for acquiring engaging and advising clients on their investment portfolios will act as trusted advisor understanding their goals risk profile & financial background to recommend suitable investment strategies

As part of ETASHA Society's Project AtmaNirbhar expansion to Greater NOIDA and Gurugram, we are in search of a dedicated and experienced BFSI Trainer to provide training and guidance to youth aspiring to work in the Banking, Financial Services, and Insurance sectors. Your main responsibility within the Vocational Training & Placement team will be to equip young individuals from underprivileged backgrounds with the necessary skills for employment in the organized sector. Your duties will include: - Conducting comprehensive training sessions covering various BFSI modules such as Banking basics, Insurance products, Mutual Funds, Financial Literacy, Customer Service, and Regulatory Guidelines (e.g., KYC, AML). - Administering pre- and post-assessments to assess the effectiveness of the training. - Creating an interactive and stimulating learning environment to enhance the learning experience. - Maintaining accurate training records, attendance, and reports. - Assisting trainees in exploring career opportunities and preparing them for the BFSI sector. - Collaborating with placement teams to facilitate a seamless transition to employment. If you possess the following qualifications and skills, you could be the ideal candidate for this role: - A degree in Finance, Commerce, or a related field at the Graduate/Postgraduate level. - At least 2-3 years of experience in BFSI operations or training. - Excellent communication and facilitation abilities. - The capacity to engage with individuals from diverse backgrounds. - Certification in BFSI training or NISM/NISM modules would be advantageous. To apply for this position, please visit our website at www.etashasociety.org and explore our social media platforms for more information. Interested candidates should submit a current resume to hr@etashasociety.org, including their email id, current address, current salary, 3 references, and availability to join if selected. Please indicate "BFSI Trainer" in the subject line of the email.,

Job Requirements Job Requirements Job Description: Relationship Manager-First Wealth at IDFC FIRST Bank Company Overview IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative and customer-centric financial solutions. With a strong presence in the retail banking sector, we are dedicated to helping our customers achieve their financial goals and aspirations. Job Title: Relationship Manager-First Wealth Additional Parameters Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry Strong knowledge of investment products and services, including mutual funds, insurance, and other wealth management products Excellent communication and interpersonal skills Proven track record of meeting and exceeding sales targets Ability to build and maintain strong relationships with clients Knowledge of local market and customer preferences Bachelor&aposs degree in finance, business, or related field Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage Job Summary As a Relationship Manager-First Wealth at IDFC FIRST Bank, you will be responsible for managing and growing a portfolio of high net worth clients. You will be the primary point of contact for these clients and will be responsible for providing them with personalized wealth management solutions to help them achieve their financial goals. Key Responsibilities Build and maintain strong relationships with high net worth clients through regular communication and meetings Understand clients' financial goals and risk appetite and provide them with customized investment solutions Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products Meet and exceed sales targets by acquiring new clients and increasing business from existing clients Keep up-to-date with market trends and changes in investment products and services Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience Ensure compliance with all regulatory and internal policies and procedures Qualifications Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry Bachelor&aposs degree in finance, business, or related field Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage Skills Excellent communication and interpersonal skills Strong sales and negotiation skills Ability to build and maintain strong relationships with clients In-depth knowledge of investment products and services Good understanding of local market and customer preferences Proficient in MS Office and other relevant software applications If you are a dynamic and driven individual with a passion for wealth management and a desire to provide exceptional customer service, we invite you to join our team at IDFC FIRST Bank as a Relationship Manager-First Wealth. Apply now and take the first step towards a rewarding career with us. Show more Show less

Position: Channel Manager / BDM - Partner Alliances We are looking to acquire and manage franchisees, DIGI partners, and remisier networks. Acquisition of Franchisee, DIGI partners, & Generating business on-board clients products like MF, PMS, AIFs, Required Candidate profile EXP: 1 year in B2B experience preferred. Strong understanding of equity broking, mutual funds, PMS, and investment products Knowledge of capital markets 9113961458 hr@2srinnovations.com

1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4. Both IC as well as Team Management roles available 5.High Value Cross-Sell 6.B Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered

Job Profile : • Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers • Sources new bank customers through external individual efforts and acquisition channel • Ensures high levels of customer service orientation and application of bank policy • Cross sells bank products to existing set of 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 Job requirements : • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services • MIS generation • Graduate - 4 -6 years of experience AMFI / IRDA • Post Graduate - 2 -4 years of experience AMFI / IRDA

Corporate Bank (CB), Investment Bank (IB) and Operations (Ops) Technology Risk Function, VP Role Description The first line Tech Risk function for business divisions CB, IB and Ops at Deutsche Bank sits within the Divisional Control Office. CB and IB front-to-back have the largest footprint as a risk bearing function within the banking divisions, and you will be part of a dynamic team which is consistently in demand for providing insights, assessments and managing Information Technology (IT) and Information Systems (IS) risks on behalf of the business. Divisional Control Office (DCO) team ensures that the division operates with high levels of integrity. It is responsible for supporting the business by developing, implementing and maintaining a risk culture to ensure a strong and sustainable business control environment whilst minimizing risk arising from non-financial risk factors. DCO strategy includes improving the risk management information and strengthening the governance and risk culture and has a functional responsibility for providing a central point of oversight over the Risk & Control Assessments (RCA). This includes supporting the business by driving Risk & Control Assessment specifically focusing on Information Security (IS) / Information Technology (IT) risks in line with NFRM (2LOD) guidelines. RCA is a key component of the bank's non-financial risk management toolkit, to enable the effective profiling, monitoring and management of operational risks. As part of the team, you will join the Banks journey and contribute towards our strategic goal of managing technology risk within appetite whilst enabling adoption of emerging and new technologies for business growth. This role will specifically perform RCAs as related to the IB business. Knowledge of IB products/operations is a big plus Your key responsibilities Collaborate with businesses and support them in conducting Risk & Control Assessments as per NFRM guidelines specifically focusing on Information Security (IS) / Information Technology (IT) risks Analyze contextual data and relevant data triggers and determine or update risk profile, inherent risk, control environment and residual risk ratings along with supporting rationale, liaising with Risk Types SMEs in their business Ability to assess impact of control environment on inherent risk along with documentation of qualitative assessment Participate in 1LoD-led RCA meetings for business to drive the risk discussions, focusing on key or emerging risks that may impact the business Coordinate with businesses/2LoD and assist in 2LoD challenges Prepare RCA reports and obtain business sign-offs Document risk mitigation decisions, if required, with consideration of risk appetite Deliver high quality Global Governance decks and reporting trends to support senior management Your skills and experience CISA/CRISC or relevant security qualifications with experience of Risk & Controls and/or Internal Audit in banking industry covering Information Security (IS) / Information Technology (IT) risks Experience in SOX/ ISO27001 control framework Knowledge related to risk management (including conducting Risk & Control Assessments) and corporate banking products, processes and systems preferred, specifically focusing on Information Security (IS) / Information Technology (IT) risks Proven people management skills with ability to lead activities independently Strong quantitative and analytical skills required to critically evaluate information for key risk assessments Strong project management skills and a proactive team partner Influencing, negotiation skills and stakeholder management expertise Strong verbal and written communication skills Proficiency with automating tasks in Excel to improve efficiency a plus, but not mandatory.

Roles and Responsibility Develop and implement effective equity trading strategies to achieve business objectives. Provide expert advice on equity markets and products to clients. Build and maintain strong relationships with clients and stakeholders. Conduct thorough research and analysis of equity markets and trends. Identify new business opportunities and expand existing client relationships. Stay up-to-date with regulatory changes and industry developments. Job Requirements Strong knowledge of equity markets, products, and regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with clients and providing exceptional customer service. Strong understanding of the TV/Radio industry and its dynamics.

You will be responsible for overseeing the performance and operations of multiple branches within the Bangalore region. This includes direct management of Branch Heads, as well as the PCG Sales and Sales Trader teams.

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 77964 26785 Immediate Joiners Only

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

Job Purpose: Fund Accounting of Insurance Clients Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Processing and authorization •Accounting, Authorization and verification of all transactions leading to accurate computation of the Net Asset Value for each scheme of the Client. • Valuation of Securities - To ensure that valuations are done as per the Valuation Policy and internal processes are followed . • Ensure that transactions Processing or Tasks are performed as per SEBI Guideline for PMS and AIF . • Ensure that Daily Report, Monthly reports and SEBI Reports relased to clients within SLA. • Ensure Daily and Monthly reconciliations are performed within deadline and Reconciliations Items are closed within defined time frame. • Authorising of Transactions with understanding of Regulatory and Accounting impacts on fund. Ensure that Authorization matrix is strictly followed Reconciliations and Verifications Perform /review Bank and Holding Reconciliation daily and approach to NIL Reconciliation breaks . Ensure Open item are properly informed to client, trail are maintained. Ensure Internal Verification are processed and corrective measure are taken in timely manner . Ensure Daily/ Monthly reports are released to client post performing all the checks and balances . Client Servicing • Ensure client queries are Resolve in timely manner and Mail/Phone Calls are acknowledged. • Ensure Process finalize with client is followed and No reminding of client tasks/ activities. • New Fund On-boarding and migration of fund is completed within timeline and Post OnBoarding / Migration all regular processes are followed as per SLA.. System and Automations • Take Initiative in UAT testing of new projects and ensure that Requirement Submission, Testing, Documents are closed within timeline. • Identify the Automation areas in process and ensure that regulatory circulars are implemented within timeline. • Regular follow-up with respective teams on pending items and ensure that project or requirement is on track. • BCP Testing and PVT sign off are provided timely when required. Audit and Compliances • Provide complete support in Audit of the fund and any observation raised by client is resolved / Closed. • Ensure that Process Documents and SOP's are maintained and updated time time. • Ensure that Long Leaves of Teams are planned during low business days and Backups are available. • Ensure that all the task of absent / Back-up team are completed . • Providing training to the new joiness and team members. • Ensure Organisation compliances, Discipline and Work ethics are followed and Training are completed on time. Processing and authorization of Fund Accounting Transactions Authorization and verification of all transactions leading to accurate computation of the Net Asset Value for each scheme of the Client. Valuation of Securities - To ensure that valuations are done as per the SEBI Guidelines. Post confirmation from the client the same will be taken for Computation of NAV for the day. Preparation and verification of NAV in excel for schemes with variable pricing. Preparation of Broker Turnover, year to month and year to date across all schemes for deals done. Preparation of NAV Dissemination Files, for upload to AMFI and RTA and email to the news papers for printing Preparation of Bank Statements reports, Maturity files, Coupon Receipt files, Refund and TDS files in the required up loadable format. Consolidated report for the days inflows and outflow across all schemes. Daily interaction with all the portfolio managers to discuss the credits / debits and purchases made by them to enable accurate reporting. Monthly reconciliations Holding and CRISIL reports Uploading of NAV on AMFI portal post approval from auditors Key Skills (examples listed below) Product & knowledge Planning and Organizing Skills Communication Knowledge of circulars issued by the regulators. Knowledge of Financial markets / Stock markets Educational Qualifications(examples listed below) Graduation: Post-Graduation: Experience Required Minimum experience in years 10 yrs Exposure to Fund Accounting Job Location-Vikhroli, Mumbai Grade- Asst Vice President

Position Overview We are seeking a dynamic and results-driven B2B Sales Manager to join our team in Mumbai City. This is an exciting opportunity for a professional with a strong background in business development and sales, particularly in the financial products sector. The ideal candidate will have a proven track record of building strategic alliances and driving partner development initiatives. With an annual salary of 20,00,000, this full-time position offers a chance to make a significant impact in a growing organization. Key Responsibilities Develop and implement effective sales strategies to drive B2B sales growth. Identify and establish partnerships with key stakeholders, including family offices and institutional clients. Manage the entire sales cycle from prospecting to closing, ensuring a seamless experience for clients. Conduct market research to identify new business opportunities and stay ahead of industry trends. Collaborate with cross-functional teams to enhance product offerings and improve customer satisfaction. Prepare and deliver compelling presentations to potential clients, showcasing our financial products and services. Monitor sales performance metrics and provide regular reports to senior management. Attend industry events and networking functions to promote the company and expand professional connections. Qualifications The ideal candidate will possess the following qualifications: A minimum of 3 to 8 years of experience in B2B sales, with a focus on financial products, brokerage, and mutual funds. Strong understanding of corporate sales and business development strategies. Proven ability to build and maintain relationships with partners and clients. Excellent communication and negotiation skills, with a persuasive approach to sales. Ability to work independently and as part of a team in a fast-paced environment. Strong analytical skills to assess market trends and sales performance. Willingness to work on-site in Mumbai City during regular day hours. If you are a motivated sales professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity. Join us in driving growth and success in the B2B sales landscape!

We're hiring a Sales Executive Mutual Fund in Mumbai. Promote MF products to individuals & HNIs, meet sales targets, provide tailored advice, ensure compliance, and offer post-sales support & reviews. Strong MF knowledge & valid ARN number required.

Acquire clients for Demat and Trading Accounts focused on generating Equity Revenue. Drive sales of third-party financial products such as Mutual Funds and SIPs. Achieve revenue targets through cross-selling and client engagement. Required Candidate profile Role: Relationship Manager Industry Type: Financial Services (Broking) Role Category: Retail & B2C Sales Education UG: Any Graduate Key Skills Sales Client Acquisition Perks and benefits Incentive and Performance Bonus

We seek a dynamic AVP – Sales & Marketing to drive revenue, client acquisition & brand growth. Lead teams across retail, HNI, institutional segments & implement strategies for equity, derivatives, IPOs, mutual funds & more..

OPENING FOR ONE OF THE LIFE INSURANCE SELLING LIFE INSURANCE POLICIES RECRUITING AGENTS REACHING TARGETS LOCALITE SALARY MAX 3.5 L+INCENTIVES+MEDICALS Required Candidate profile NEED 2 YEARS EXPERIENCE IN SALES AND MARKETING and insurance LOCALITE FIELD SALES MARRIED

Job Purpose: Fund Accounting of Insurance Clients Job Location: Vikhroli,Mumbai Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Processing and authorization •Accounting, Authorization and verification of all transactions leading to accurate computation of the Net Asset Value for each scheme of the Client. • Valuation of Securities - To ensure that valuations are done as per the Valuation Policy and internal processes are followed . • Ensure that transactions Processing or Tasks are performed as per SEBI Guideline for PMS and AIF . • Ensure that Daily Report, Monthly reports and SEBI Reports relased to clients within SLA. • Ensure Daily and Monthly reconciliations are performed within deadline and Reconciliations Items are closed within defined time frame. • Authorising of Transactions with understanding of Regulatory and Accounting impacts on fund. Ensure that Authorization matrix is strictly followed Reconciliations and Verifications Perform /review Bank and Holding Reconciliation daily and approach to NIL Reconciliation breaks . Ensure Open item are properly informed to client, trail are maintained. Ensure Internal Verification are processed and corrective measure are taken in timely manner . Ensure Daily/ Monthly reports are released to client post performing all the checks and balances . Client Servicing • Ensure client queries are Resolve in timely manner and Mail/Phone Calls are acknowledged. • Ensure Process finalize with client is followed and No reminding of client tasks/ activities. • New Fund On-boarding and migration of fund is completed within timeline and Post OnBoarding / Migration all regular processes are followed as per SLA.. System and Automations • Take Initiative in UAT testing of new projects and ensure that Requirement Submission, Testing, Documents are closed within timeline. • Identify the Automation areas in process and ensure that regulatory circulars are implemented within timeline. • Regular follow-up with respective teams on pending items and ensure that project or requirement is on track. • BCP Testing and PVT sign off are provided timely when required. Audit and Compliances • Provide complete support in Audit of the fund and any observation raised by client is resolved / Closed. • Ensure that Process Documents and SOP's are maintained and updated time time. • Ensure that Long Leaves of Teams are planned during low business days and Backups are available. • Ensure that all the task of absent / Back-up team are completed . • Providing training to the new joiness and team members. • Ensure Organisation compliances, Discipline and Work ethics are followed and Training are completed on time. Processing and authorization of Fund Accounting Transactions Authorization and verification of all transactions leading to accurate computation of the Net Asset Value for each scheme of the Client. Valuation of Securities - To ensure that valuations are done as per the SEBI Guidelines. Post confirmation from the client the same will be taken for Computation of NAV for the day. Preparation and verification of NAV in excel for schemes with variable pricing. Preparation of Broker Turnover, year to month and year to date across all schemes for deals done. Preparation of NAV Dissemination Files, for upload to AMFI and RTA and email to the news papers for printing Preparation of Bank Statements reports, Maturity files, Coupon Receipt files, Refund and TDS files in the required up loadable format. Consolidated report for the days inflows and outflow across all schemes. Daily interaction with all the portfolio managers to discuss the credits / debits and purchases made by them to enable accurate reporting. Monthly reconciliations Holding and CRISIL reports Uploading of NAV on AMFI portal post approval from auditors Educational Qualifications Graduation: Post-Graduation: Key Skills (examples listed below) Product & knowledge Planning and Organizing Skills Communication Knowledge of circulars issued by the regulators. Knowledge of Financial markets / Stock markets

Retail Wealth Advisor Equentis Wealth Advisory Services Location: Kormangala Bangalore | Experience: 0.6 to 3 Years | Full-time Company Profile: Equentis Wealth Advisory Services is a fast-growing financial advisory firm dedicated to helping individuals build long-term wealth through research-driven equity investment strategies. Our client-first approach focuses on transparency, integrity, and delivering consistent value through personalized financial planning. Job Description: We are seeking a motivated and client-focused Retail Wealth Advisor to join our advisory team. The ideal candidate will have a passion for equity markets, strong interpersonal skills, and the ability to guide clients toward informed investment decisions. Key Responsibilities: Proactively engage with high-potential leads through calls, meetings, and digital platforms. Understand client needs and recommend suitable equity advisory products. Conduct financial consultations to ensure quality lead conversions. Follow up on leads assigned by the Wealth Advisory Head and update progress regularly. Work towards achieving monthly and quarterly individual and team targets. Collaborate with peers and leadership to drive performance and share best practices. Stay updated on market trends, investment strategies, and company offerings. Desired Candidate Profile: Education: Graduate (mandatory in any discipline) Experience: 6 months to 3 years in BFSI, Financial Advisory, Wealth Management, or Financial Sales Languages: Proficiency in English and Hindi (regional language is a plus) Key Skills: Excellent communication and interpersonal skills Strong persuasion and negotiation ability Knowledge of equity markets, mutual funds, and investment products Attention to detail and a client-focused approach Salary & Benefits: Fixed CTC: Up to 5.4 LPA Incentives: Performance-based, up to 4 LPA Structured onboarding and continuous training Opportunity to grow in a fast-paced, learning-driven environment Perks of Working at Equentis: Work with a mission-driven team focused on client success Exposure to high-quality research-based equity advisory practices Fast career growth and skill development opportunities Collaborative and transparent company culture Employment Type: Full Time, Permanent Apply today and become a part of our journey to build India's most trusted retail wealth advisory platform.

About Upstox At Upstox, we re building the future of investing simple, powerful, and for everyone. Were one of India s fastest-growing fintech platforms, backed by the best in the business, including Mr. Ratan Tata and Tiger Global, and on a mission to make wealth creation accessible to every Indian. From first-time investors to seasoned traders, millions trust us to power their financial journeys. We re not just moving fast we re moving with purpose. If you thrive in a high-energy, high-impact environment, youre in the right place. The Role: Associate Director Product (Wealth | Investor Platform) This is a critical leadership role that puts you at the helm of shaping Upstox for Investors our investor-first platform. You ll define the vision, drive strategy, and lead execution to simplify how India invests. You won t just manage roadmaps you ll lead with insight, empathy, and precision to deliver world-class experiences across Stocks, Mutual Funds, IPOs, and Fixed Income offerings. What You ll Own Lead Product Strategy Define and drive the long-term product vision for the investor platform, aligned with business goals and customer needs. Roadmap Ownership Build and own the product roadmap with a bias for quality, scalability, and timely execution. Cross-Functional Execution Partner with design, tech, marketing, ops, and sales to drive seamless launches and iteration. Customer-Centric Innovation Champion the voice of the customer, converting insights into user-friendly, high-impact products. Team Leadership Build and mentor a team of PMs, nurturing growth while driving accountability and performance. Data-Backed Decisions Leverage research, product analytics, and A/B testing to drive product choices and performance metrics. Stakeholder Collaboration Align product priorities with leadership, communicate roadmap effectively, and influence strategic direction. Who You Are 8+ years of total product experience, with 3+ years in a product leadership role Proven success in building and scaling B2C products ideally in fintech, investments, or platforms with high consumer touchpoints Strategic thinker with a hands-on approach you zoom out to plan and zoom in to execute Strong customer intuition, with a track record of translating insights into delightful product experiences Highly analytical you believe data is your ally and use it to guide hypotheses, measure outcomes, and iterate fast Confident communicator who can simplify complexity, influence across levels, and drive alignment Comfortable with ambiguity and chaos you thrive in fast-moving environments where speed matters Founder s mindset you take ownership, move with urgency, and obsess over outcomes Why This Role Rocks You ll define and lead the investor experience on one of India s fastest-growing wealth platforms You ll work with a product-first culture that values design, speed, and user delight You ll influence product thinking at a company backed by legendary investors like Ratan Tata and Tiger Global You ll be empowered to operate like an owner driving change, leading teams, and delivering results at scale Location Mumbai (preferred)/Bangalore Ready to Build the Future of Investing for India We re looking for bold builders, strategic thinkers, and passionate leaders. If this sounds like your kind of role apply now! Let me know if youd like this in Google Doc or Word format.

Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Global Asset Management Global Asset Management, the investment management business of the HSBC Group, serves HSBC s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. Global Asset Management fulfills its purpose of connecting HSBC s clients with investment opportunities around the world through an international network of offices, delivering global capabilities with local market insight. We are currently seeking an experienced professional to join the AMIN Sales & Distribution team. The role is responsible for managing the distributor channel network (viz Banks, National Distributors and IFAs) to ensure high mind share for our products through innovative promotional schemes and deliver aggressive sales budgets. Key Responsibilities Manage key focus distributors across Banks including Wealth and Personal Banking Segment & National Distributors Work closely with Group Distribution entities to strengthen the network Build new distribution channels and penetration opportunities within the IFA segment. Focusing and developing new areas in terms of business expansion, identifying potential counters to increase market share. Develop & own Regional level relationships based out in the region. Manage key institutional clients in the market Demonstrate the right behaviors by doing business the right way and live by HSBC values. The role at times requires a direct interface with the client. A mature person with the ability to promote & sell and discuss the markets with ease would be an ideal fit. Requirements The successful candidate for this role will need to possess the following skills and experience: A good understanding of mutual fund products. Strong selling skills & commercial acumen Good verbal and written communication, leadership and interpersonal skills The inclination to work in a client facing, sales role Ideally a post graduate with at least 6 - 10 years of experience; AMFI certification is desired Candidates who do not meet the experience / educational qualifications but have a passion for mutual fund sales are also welcome to apply Valid NISM certification. The location for this role is Kanpur , 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

Recruit adviser Generate business through the advisers Lead the team of advisers and done the field work Motivate them to achieve targets Provide training and guidance to them.

Hiring Manager Manaswini Malladi Team Legal About Navi Navi is one of the fastest-growing financial services companies in India providing Personal Home Loans, UPI, Insurance, Mutual Funds, and Gold. Navis mission is to deliver digital-first financial products that are simple, accessible, and affordable. Drawing on our in-house AI/ML capabilities, technology, and product expertise, Navi is dedicated to building delightful customer experiences. Founders Sachin Bansal Ankit Agarwal Know what makes you a Navi_ite 1.Perseverance, Passion and Commitment Passionate about Navi s mission and vision Demonstrates dedication, perseverance and high ownership Goes above and beyond by taking on additional responsibilities 2.Obsession with high quality results Consistently creates value for the customers and stakeholders through high quality outcomes Ensuring excellence in all aspects of work Efficiently manages time, prioritizes tasks, and achieves higher standards 3.Resilience and Adaptability Adapts quickly to new roles, responsibilities, and changing circumstances, showing resilience and agility.