4685 Mutual Funds Jobs - Page 7

About The Role Skill required: Trade Processing- Asset Servicing - Trade Finance Designation: Capital Markets Services Associate Qualifications: Any Graduation Years of Experience: 1 to 3 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.Looking for someone with trade settlement experienceDevelop and deliver business solutions related to the trade finance products offered by banks, including transactions such as import and export bills, foreign bill collection, banker s acceptances/reimbursemen ts, letters of credit and open account trading. What are we looking for Written and verbal communicationAgility for quick learningAdaptable and flexibleAbility to work well in a team Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your expected interactions are within your own team and direct supervisor You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments The decisions that you make would impact your own work You will be an individual contributor as a part of a team, with a predetermined, focused scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

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 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 learningCommitment to qualityProcess-orientationWritten and verbal communicationStrong analytical skills Roles and Responsibilities: In this role you are required to do analysis and solving of lower-complexity problems Your day to day interaction is with peers within Accenture before updating supervisors In this role you may have limited exposure with clients and/or Accenture management You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments The decisions you make impact your own work and may impact the work of others You will be an individual contributor as a part of a team, with a focused scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

We are looking for a skilled Relationship Manager to join our team at Tetrahed Inc, responsible for managing mutual fund relationships and driving business growth. The ideal candidate will have a strong background in the IT Services & Consulting industry. Roles and Responsibility Develop and maintain strong relationships with existing clients to increase sales and revenue. Identify new business opportunities and expand the client base through networking and market research. Provide exceptional customer service and support to ensure high levels of client satisfaction. Collaborate with internal teams to develop and implement effective sales strategies. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of mutual funds products and services. Job Requirements Proven experience in relationship management within the IT Services & Consulting industry. Strong knowledge of mutual funds products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with cross-functional teams to drive business growth.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Baroda. The ideal candidate will have 11-15 years of experience in the IT Services & Consulting industry, with a strong background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and objectives. Provide expert advice on Mutual Funds investment strategies and products. Conduct thorough analysis of client portfolios to identify areas for improvement. Collaborate with internal teams to develop and implement customized solutions for clients. Stay up-to-date with market trends and regulatory changes affecting Mutual Funds. Identify new business opportunities and grow existing client relationships. Job Requirements Proven experience as a Relationship Manager in the IT Services & Consulting industry. Strong knowledge of Mutual Funds products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with cross-functional teams to achieve business objectives.

Roles and Responsibility Manage and maintain client relationships to provide excellent customer service. Develop and implement financial plans to meet clients' investment goals. Conduct thorough analysis of market trends and economic conditions to offer informed advice. Collaborate with internal teams to ensure seamless execution of trades and transactions. Identify new business opportunities and grow existing accounts through effective sales strategies. Stay up-to-date with regulatory changes and industry developments to remain competitive. Job Requirements Proven experience as a Private Banker or in a related field, with a minimum of 41 years of experience. Strong knowledge of financial markets, instruments, and regulations. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and organizational skills with attention to detail. Experience working with electronic banking systems and software applications.

About The Role Skill required: Asset Management - Asset Portfolio Analysis Designation: Service Delivery Ops Team Lead Qualifications: Any Graduation Years of Experience: 7 to 11 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 The Global Client Account Services (GCAS) is responsible for the oversight, production, quality, and timeliness of all scheduled client reporting & pitchbooks for clients and strategies across multiple product and business lines. They provide client related data and reports requested by clients, consultants and other client appointed third parties in all regions in which our client operates. Reporting includes proprietary branded reports (Investment Reports, Factsheets, Quarterly Reviews, Pitchbooks), regularly scheduled custom reports, due diligence and regulatory reporting (DDQs, MiFID II reports) and various other deliverables (reconciliations, valuation statements, commentary). The team utilizes in-depth knowledge of client requirements and a variety of IT systems to compile inputs for the production of client reports in a timely and accurate fashionThe Global Client Account Services (GCAS) Manager is responsible for leading, supporting, and developing Supervisors and production teams in GCAS. The Manager is responsible for their teams day-to-day delivery of client reports, investment product reports, and investment pitchbooks for the firms institutional and intermediary clients globally. This individual is accountable for the results of their line of business while demonstrating effective leadership and development skills for their direct reports and associates. The Manager must be able to ensure all applicable policies, procedures, and regulatory requirements are followed while also influencing within and outside of the department, often to more senior audiences. Working collectively with the Senior Manager of GCAS, the GCIR Manager will aid in the implementation of department strategy. Must be able to thrive in a fast-paced environment and be comfortable with regularly shifting priorities (daily) based on business need while delivering results within agreed upon timelines. Works closely with global peers to develop best practices, processes, and controls. Must have a client-first mindset with demonstrated sound strategic thinking and decision-making. Manages professionals and/or supervisor is accountable for the performance and results of a team within the department. Executes business plans and contributes to the development of team and area strategy. Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from manager What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 10+ years of total relevant work experienceStrategic thinker & problem-solver with proven ability to understand details & actively participate in execution to ensure success. Above-average time-management skills and effective ability to prioritizeProven people leader & comfort in an ever-changing, fast-paced environmentExcellent verbal and written communication skillsA client service-oriented mannerAbility to work accurately under pressure and flexibility to meet stringent deadlines and unpredictable work volumesUnderstanding of our client products and relevant data points associated with client reportingKnowledge and experience of Seismic and/or Coric will be a value add Roles and Responsibilities: Provides management for staff involved reporting on client portfolios and leads staff to execute on business goals. Serves as a resource on products and services offered to clients.Works with internal clients to manage improvements in data collection and reporting platforms.Serves as an escalation point for exceptional issues, keeping leadership apprised of potential areas of concern. Responsible for ensuring training programs address department findings and organizational needs. Ensures staff development in area of expertise.Recruits, directs, motivates, and develops staff, maximizing their individual contribution, their professional growth, and their ability to function effectively with their colleagues as a team. Accountable for the management of the financial and human resources of their assigned team to include budgeting, hiring, discipline, etc. Qualification Any Graduation

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Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : SAP BRIM Subscription Order Management SOM Good to have skills : NAMinimum 3 year(s) of experience is required Educational Qualification : 15 years full time education and good to have certification Summary :As a Business Analyst, you will engage in a variety of tasks that involve analyzing organizational processes and systems. Your typical day will include assessing the current state of business models, identifying customer requirements, and defining future states or business solutions. You will conduct research, gather data, and synthesize information to support decision-making and improve operational efficiency. Collaboration with various stakeholders will be essential as you work to align business objectives with technological capabilities, ensuring that the organization is well-positioned for future growth and success. Roles & Responsibilities:- Expected to perform independently and become an SME.- Required active participation/contribution in team discussions.- Contribute in providing solutions to work related problems.- Facilitate workshops and meetings to gather requirements and feedback from stakeholders.- Develop and maintain documentation related to business processes and system requirements. Professional & Technical Skills: - Must To Have Skills: Proficiency in SAP BRIM Subscription Order Management SOM.- Strong analytical skills to assess business processes and identify areas for improvement.- Experience with process mapping and modeling techniques.- Ability to communicate effectively with both technical and non-technical stakeholders.- Familiarity with project management methodologies and tools. Additional Information:- The candidate should have minimum 3 years of experience in SAP BRIM Subscription Order Management SOM.- This position is based at our Bengaluru office.- A 15 years full time education and good to have certification is required. Qualification 15 years full time education and good to have certification

Responsibilities: * Manage client relationships through regular meetings & communication * Generate revenue through new business acquisition & retention * Acquire new clients & increase market share Provident fund Sales incentives Annual bonus

Role & responsibilities To up sell AMC MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preferred candidate profile Any Graduate with 5 to 10 Years experience in MF sales. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.

Role & responsibilities - To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. - Achieving the business targets assigned in terms of up sellingAMC's Products, enhancing and upgrading the Client Net worth relationships. - Profiling customers and provide financial products to meet customer needs - Ensuring the highest levels of service to the client /HNI customers - Providing Investment planning and advice - Achieving sales and revenue targets spread across product mix - One point contact for the assigned customer - Acquisition & Servicing of HNI/UHNI customers. - Preference to NISM Certified candidates with experience in managing Retail/HNI - Clients, with in depth knowledge of Mutual Funds. Preferred candidate profile - Minimum experience required is 5 years in BFSI and has knowledge on Investment Products(MF/PMS) and Markets Perks and benefits Best in the Industry

RM / Sr. RM Location: - Multiple Responsibilities: * Manage client portfolios through equity broking & advisory services * Execute trades on stock exchange platforms * Acquire new HNIs through sales strategies * Promote mutual funds & PMS offerings Sales incentives

Responsibilities: * Manage HNIs' investments through private banking services. * Provide investment advice to clients. * Handle MF sales & distribution for wealth management.

Job description Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Driving revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adherence to the Bank's policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)

Job Title: Mutual Fund Trainer Location: Gurgaon Working Days: Monday to Saturday Company Overview At ZFunds, we are committed to providing top-tier financial services and expertise to our clients. As a leading name in asset management, we understand that the key to our success lies in the knowledge and capabilities of our distribution partners. We are now seeking an experienced and dynamic Learning and Development (L&D) Lead to elevate our mutual fund distributor network. If you are passionate about empowering sales professionals, have deep financial expertise, and thrive in a fast-paced, client-centered environment, we would love to hear from you. ZFunds | LinkedIn Position Summary As the Senior Trainer , you will be responsible for designing, developing, and delivering high-quality training programs for aspiring and existing MFDs. You will also serve as the face of our LMS, hosting webinars, podcasts, and online workshops to establish our platform as the go-to learning hub for MFDs. Key Responsibilities Learning Strategy & Program Design Sales Enablement & Product Knowledge Needs Assessment & Learning Customization Training Delivery & Coaching Performance Measurement & Optimization Promoting a Culture of Learning Qualifications Minimum 5 years of experience in Mutual Fund Training, with at least 3 years in the financial services or mutual fund sector. Proven ability to design and execute L&D programs for both internal teams and external partner ecosystems. Deep knowledge of mutual fund products, distribution channels, regulatory frameworks, and sales enablement strategies. Exceptional communication, facilitation, and stakeholder engagement skills. Why Youll Love Working with Us Impact: Play a pivotal role in shaping the future of ZFunds by directly driving customer acquisition strategies that fuel our growth in the mutual fund industry. Culture: Join a fast-paced, innovative, and collaborative team that’s passionate about empowering investors and providing high-quality financial products and services. Growth Opportunities: As we scale, you will have the opportunity to grow within the organization and take on new challenges in a rapidly evolving financial services landscape How to Apply: Excited about the opportunity to leverage your expertise in growth marketing and performance campaigns within the mutual fund sector? Apply now by sending your resume and cover letter detailing why you're a perfect fit for this role to Tanya@zfunds.in / 84489 32528 Website - Mutual Funds - Online Mutual Fund Investment in India Tanya Tripathi - Tanya Tripathi- Zfunds | LinkedIn

This is a full-time on-site role for a sales manager located in Noida. The candidate will be responsible for overseeing the financial planning specific to sales, using their expertise to drive company sales performance upwards. Health insurance Annual bonus Food allowance

Role & responsibilities : Processing and maintaining mutual fund transactions and client records. Handling documentation, data entry, and coordination with AMCs. Maintaining compliance files and assisting in audit preparation. Supporting the operations team for smooth workflow. Addressing client queries related to back office tasks. Preferred candidate profile : Open to all candidates no prior experience required. Basic knowledge of mutual funds or financial services is a plus. Good communication skills and proficiency in MS Excel. Graduates in Commerce, Finance, or related fields preferred. Detail-oriented, responsible, and willing to learn.

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Bangalore, Chennai,Hubli & Krishnagiri ctc - 2.5 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com

Job Details: Designation: Senior Process Executive Experience: 1 -2 years Location: Bangalore ( 5 Days Work from Office) Shifts: Willingness to work for any shift (24*5) Notice Period : Immediate to 60 days Qualification: Any full time graduate (B.Com/M.Com, BBA/MBA) Roles & Responsibilities : REQUIRED SKILL SET: Excellent comprehension and articulation skills Knowledge of industry activities - 1 Yrs. Exp Middle and Back Office Capital Market Ops (Securities Ops, Wealth and Asset Management Ops, Exposure to financial Instruments & Financial markets). Experience in Capital Market/Mutual Funds/Investment Banking/Financial services/Banking. Hands on experience in document like Prospectus, Annual Report, KIID, and Factsheet. Reviewing and updating corporate bond data based on official documentation in various internal systems and proprietary company software Responsible for quality control on securities entered onto proprietary company software Identify discrepancies and make necessary updates to reconcile data Strong attention to detail Excellent communication, organization, interpersonal planning, and analytical skills Deadline and detail oriented Ability to work independently in a high-pressure environment. Aptitude for detail and a commitment to accuracy A solid understanding of the security market and mutual fund operations, is beneficial Must be able to analyze and interpret the data/numbers. Flexibility of shift timings To qualify for the role, you must have: Bachelor-s Degree (Finance or Accounting preferred) and demonstrated, proven experience in Financial Services Operations or similar role Ideal candidate should have up to1-2 years of experience in Investment Management Operations If interested, please share your resume with below details to cs.elakiyadhevi@infosys.com. Name: Email & Mobile Number: Graduation: Date Of Birth: Post-Graduation: (If applicable): Total experience: Relevant experience: Current/Previous Company name: Current CTC: Expected CTC: Notice period: Preference will be given to the Immediate Joiners Note: Infosys BPM is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Thanks & Regards, Talent Acquisition Team Infosys BPM Ltd

Roles & Responsibilities: Contribute to sales performance and sales goals for the allocated territory Develop key relationships with new & existing investors to drive new business and keep them up to date. Analyse, evaluate, and develop a tailored relationship strategy for each client. Coordinate with the operations team and assist clients in their investment journey. Actively assist and support marketing activities by working on events, summits, etc. Remain current on all aspects of the Alternative Investment industry and emerging products in this space. Proven track record in sales, especially in the financial services sector. Sound technical financial services knowledge Basic understanding of alternative investment products and ability to grasp new concepts and processes quickly Excellent communication skills (both written and verbal) and strong presentation skills (project plans, presentations, data mining, analysis) Fluency in both written and verbal English is mandatory. Fluency in Hindi is preferred and additional languages would be a further asset. Qualifications: - Minimum Fresher to 2 year experience as a customer relationship executive or any sales-related position in financial services (especially selling PMS- Portfolio Management Scheme and AIF- Alternative investment funds Relevant degree in Business Administration, Law, or Economics (Bachelors or Master’s degree) Role & responsibilities Preferred candidate profile

Role & responsibilities The ideal candidate shall be responsible to conduct training interventions for MFDs, National Distributors, Banks, Employees etc. Training could be conducted virtually or classroom intervention and the candidate should be willing to travel to various locations across the Country depending on the exigency of business. The Training interventions shall cover some of the following areas: Soft/ Behavioural Skills, Business Development Skills, Product related training, Equity & Debt market trainings etc. The candidate shall be responsible to amplify reach of our training interventions through our YouTube channel. The candidate shall be responsible to conduct Training Need Analysis (TNA) with Distributors & Sales teams across the country and develop relevant modules with respect to the Industry and current themes. The candidate shall be responsible for creation of content. Knowledge of Equity & Debt market is essential. The candidate shall be based at New Delhi. Preferred candidate profile A minimum of 5 6 years of exposure to mutual funds trainings is mandatory. Proficiency to conduct training in English and Hindi. Must be well versed in training distributors as well as employees. NISM Mutual Funds V-A and XXI A certification mandatory before joining. MBA- Marketing/ Finance

Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer Required Candidate profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD.