8524 Mutual Funds Jobs - Page 5

We are seeking a talented individual to join our Operations team at Guy Carpenter. This role will be based in Gurugram This is a hybrid role that has a requirement of working at least three days a week in the office. Associate Director - Transactional Services Were seeking an Associate Director - Transactional Services who will become a part of a high-performance team involves driving the organizational strategy to ensure continuous improvement within the operations team through effective processes, skilled people, and a focus on quality. In this role, you will take complete ownership of Reinsurance Claims agreements, contributing to a positive difference in customer service by exceeding cli...

OPENING FOR ONE OF THE HEALTH INSURANCE SELLING LIFE INSURANCE POLICIES RECRUITING ON ROLL EMPLOYEES TEAM HANDLING TEAM RECRUITING AGENTS REACHING TARGETS LOCALITE SALARY MAX 8 L+INCENTIVES+MEDICALS Required Candidate profile NEED 4 YEARS EXPERIENCE IN SALES AND MARKETING and LIFE insurance LOCALITE FIELD SALES MARRIED

Position Purpose APAC Cash equity settlements is complex and critical in nature and looking for candidates on back of attrition , to process high volume transaction daily and also during dividend season. Responsibilities Direct Responsibilities Trade Matching Trade Settlements Fails Management Collateral booking/ management Liaising with all stake holders(Trade support/ Referential team/ Front office/ other stake holder) Provide timely update on trade status Escalate issues in a timely manner Work with relevant stakeholders to resolve issues in order to settle trades Investigate into Nostro and Depo breaks and timely resolution of breaks Contributing Responsibilities Knowledge in equities/ b...

Position Purpose We are looking for an ambitious fresh mind to provide support to the fund accounting department by managing daily NAV calculation and support function tasks. You will be part of a team of professionals working to maintain accounting books of Mutual funds. Responsibilities Direct Responsibilities Acquire complete understanding of NAV Calculation & its related functions with various parties involved. For example: Custody, TA, Pricing, Corporate Actions, etc. Become a SME (Subject Matter Expert) of the process by acquiring complete knowledge of NAV Calculation Processing & Review across all funds & instruments types. Ensure all reconciliation breaks in TA, Cash & Stock are vali...

Process:- Mutual Funds Outbound Process Location: Andheri Shift: Day Shift | 9:30 AM 6:30 PM Salary: 25,000 to 30,000 In-hand + Attractive Incentives Duties & Responsibilities: Proactive engagement with a qualified base of IFAs (B2B), Partners & Direct Customers (B2C) Through Tele sales and Virtual Engagement for Peer-to-Peer wealth Product (www.indiamoneymart.com) Direct engagement thru virtual meetings, one on one calls, webinars to build B2B Channel & customer base Acquisition of B2B Partners, Deepening Relationships and Increasing Wallet Share from Existing B2B Partners. Responsible for Lender Sales Targets achieved through referrals from IFAs + MFDs Key Skills/Abilities: Knowledge of in...

Roles and Responsibilities Booking Journal Entries basis bank statements and client Preparation of Bank Reconciliation and maintaining the respective financial logs Prepare monthly financial reporting package for the Hedge Funds, including the determination of "Net Asset Value" and prepare the Statement of Asset and Liabilities and Profit and Loss Statement Ensuring fund income and expenses, including management and performance fees, are accrued for and are in accordance with relevant accounting standards. Accurate and timely processing of all capital activities including calls and distributions, transfers, rollups, capital commitments and calls. Derive pricing for portfolio investments. Upd...

Position Purpose Global Markets Documentation The officer will be a part of the Chasing and Matching team for Foreign Exchange, Money Market instruments Responsibilities Direct Responsibilities Chasing and Matching Team: The Chasing team is responsible for ensuring that all BNP Paribas confirmations are retrieved from clients executed for Interbank and Corporate Clients. The team covers a wide range of products traded by the Trading desks such as Vanilla products and the more complex Structured trades. The Chasing team is also responsible in resolving any Litigation that clients may raise upon receipt of the BNP Confirmation. This will involve investigating the issue and liaising with intern...

We're Hiring: Wealth/Relationship Manager Direct Channel Locations: Bareilly, Kanpur, Lucknow, Varanasi & Prayagraj Key Responsibilities: Build and maintain strong relationships with existing clients. Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 1 to 6 years of experience in Multiple Banking product sales. Strong knowledge of life insurance products across various insurers. Self-motivated and capable of working independently to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking background Experience: 1-...

About The Role Skill required: Trade Processing-Settlements - Trade Finance Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years 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 executio...

About The Role Skill required: Asset Management - Asset Data Management Designation: Capital Markets Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years 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 supp...

About The Role Skill required: Asset Management - Asset Data Management Designation: Capital Markets Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years 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 supp...

About The Role Skill required: Trade Processing-Settlements - Trade Finance Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years 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 executio...

Responsibilities: * Originate investment opportunities through market research and networking. * Conduct financial analysis and prepare presentations. * Manage client relationships and raise capital from investors.

About The Role Skill required: Trade Processing-Settlements - Trade Finance Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years 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 executio...

About The Role Skill required: Trade Processing-Settlements - Trade Finance Designation: Capital Markets Operations New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years 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 exec...

About The Role Skill required: Asset Management - Asset Data Management Designation: Capital Markets Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years 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 supp...

Designation : RELATIONSHIP MANAGER Experience : Minimum 3 YEARS Qualification/s : Graduate in commerce / PG / MBA Location : ALLAHABAD / LUCKNOW/ VARANASI/ DEHRADUN/ SAHARANPUR Would be responsible for acquisition and servicing of clients Regular client meetings Servicing the clients via wide range of financial services & products we have in our kitty Revenue Generation Individual should have the keenness to learn and grow in one of the most dynamic and fastest growing industry. Would be responsible for acquisition and servicing of the clients with the wide range of services we have to offer

Generate Sales through allocated channel Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospectsmatching their investment needs Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share Stay up to date on industry trends and identify new market opportunities Build and maintain relationships with key clients, communicate effectively and demonstratedeep understanding of customer needs and knowledge of mutual fund market and products Ensure and adhere to compliance and...

Generate Sales through allocated channel Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospectsmatching their investment needs Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share Stay up to date on industry trends and identify new market opportunities Build and maintain relationships with key clients, communicate effectively and demonstratedeep understanding of customer needs and knowledge of mutual fund market and products Ensure and adhere to compliance and...

About Axis Virtual Centre Axis Virtual Centre engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience About the Role Virtual Relationship Managers act as the single point of contact for customer s banking requirements are responsible for the cross selling (assets) business of the bank by exp...

JD Format Job Title AVC:Virtual RM - NRI Grade AM/DM/MGR Department Axis Virtual Centre No of Positions 1 Location Axis Bank Mumbai : CO No of Direct Reports NA Job Description Key Responsibility: Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them Provide premium customer service delivery to their mapped NRI portfolio Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services Responsible for up selling, cross- selling, providing regular market information and updates to the customers Manage the NRI portfolio through client outreach and continuous monitoring of client relationsh...

About the Role Responsible for driving targets for Retail Fee products viz Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt Schemes (APY, PMJJBY, PMSBY), Lockers etc Drive targeted product mix and persistency for insurance products to enhance profitability Drive targeted level of branch and resource activation & productivity for achievement of Fee Revenue Driving campaigns and contests launched locally or centrally to ensure achievement of the business volumes Explore various avenues of increasing volumes through NTB / Referral for RFR business Acquisition of new customers for RTFx business (New to Forex) an...

Oversee day-to-day depository activities, including securities pay-in/pay-out and the creation of pledges for margin shortfalls/exposure. Implement efficient processes for all depository activities and measure TAT. Maintain and reconcile Depository Records/Registers and safe keeping of records. Manage audit processes, including Concurrent, Internal, and External audits. Collaborate with back office vendors to resolve system-related issues. Ensure compliance with guidelines and procedures prescribed by CDSL, Exchanges, SEBI, Depository Act (including Rules & Bye Laws) and update operation procedures for HO and Branches. Analyze and report suspicious transactions and alerts daily to FIU after ...

What can you expect? Review the payment requisition report and highlight entries which need Accounting Ops Manager to review manually Ensure appropriate Business approvals & supporting information have been attached in case of sanction check scenario Review urgent payment request and corresponding details Conduct additional checks for third party payment requests and take appropriate actions as per Controllership / Compliance guidelines Review details and ensure appropriate approvals / information has been shared for payments being made before settlement due date or are being offset against due payable or will result in Marsh funding Send payment request for authorization once all required i...

Ensure effective and smooth relationship with corporate / Banks / distributors and agents in the region for growth in business. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling & managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Generating & increasing sales. Developing agents & distribution network. Selection & motivation of agents/distributors. Relationship management