Role & responsibilities Business Development: Identify, onboard, and develop new Mutual Fund Distributors (MFDs), family offices Generate incremental AUM from both new and existing channel partners. Relationship Management: Manage and deepen relationships with existing partners to enhance business potential. Regularly engage with MFDs, NDs, RDs, and other stakeholders through meetings, calls, and events. Sales Enablement & Training: Conduct product and sales training sessions for partners to enhance their understanding and promote relevant schemes. Work closely with internal teams and group companies to create cross-sell opportunities. Market Intelligence: Stay abreast of market trends across equity, debt, and other asset classes. Preferred candidate profile Candidates from AMC / NBFC handling MFD is preferred
Role & responsibilities Business Development: Identify, onboard, and develop new Mutual Fund Distributors (MFDs), family offices Generate incremental AUM from both new and existing channel partners. Relationship Management: Manage and deepen relationships with existing partners to enhance business potential. Regularly engage with MFDs, NDs, RDs, and other stakeholders through meetings, calls, and events. Sales Enablement & Training: Conduct product and sales training sessions for partners to enhance their understanding and promote relevant schemes. Work closely with internal teams and group companies to create cross-sell opportunities. Market Intelligence: Stay abreast of market trends across equity, debt, and other asset classes. Preferred candidate profile Candidates from AMC / NBFC handling MFD is preferred
Role & responsibilities Business Development: Identify, onboard, and develop new Mutual Fund Distributors (MFDs), family offices Generate incremental AUM from both new and existing channel partners. Relationship Management: Manage and deepen relationships with existing partners to enhance business potential. Regularly engage with MFDs, NDs, RDs, and other stakeholders through meetings, calls, and events. Sales Enablement & Training: Conduct product and sales training sessions for partners to enhance their understanding and promote relevant schemes. Work closely with internal teams and group companies to create cross-sell opportunities. Market Intelligence: Stay abreast of market trends across equity, debt, and other asset classes. Preferred candidate profile Candidates from AMC / NBFC handling MFD is preferred
Role & responsibilities Develop and execute sales strategies to expand institutional business partnerships and client base. Conduct market research to identify potential institutional clients and industry trends. Establish and nurture relationships with key decision-makers and stakeholders within targeted institutions. Possess an in depth knowledge of industry sector/segment wise in respective region. Confident to review and discuss Financial markets with investors to and Brand/ Class market Shriram AMC. Persistent follow up if required for inclusion of SAMC in the investment portfolio of investors. Partner with wholesale Distributors to understand their clintetel financial needs to promote to SAMC Schemes. Responsible for driving the sales for all wholesale along with high volume across the region. Engage with Corporate treasuries to ensure higher allocation there by increasing market share of respective regions. Responsible for conducting all educating / training for new investors. Maintaining weekly sales reports to track, analyse and communicate business results and provide insight and feedback by account. Provide regular updates and reports on institutional business development activities to senior management. Stay informed about industry regulations and compliance standards affecting institutional business relationships. Work closely with internal teams to ensure seamless investment experience to institutional clients. Preferred candidate profile Preferably candidates from AMC / NBFC with MF knowledge
Role & responsibilities Conduct detailed fundamental analysis of listed companies across sectors Build and maintain financial models with sensitivity and scenario analysis Track sector dynamics, regulatory changes, and macroeconomic indicators Prepare investment notes, quarterly updates, and thematic reports Assist in portfolio monitoring, rebalancing inputs, and risk analysis Interact with company management, sell-side analysts, and industry experts Contribute to internal investment discussions and idea generation forums Assist in preparing market commentaries, newsletters Preferred candidate profile 25 years of equity research experience (buy-side) Strong understanding of financial statements, valuations, and investment frameworks Proficiency in Excel, financial modeling, and basic data tools (e.g., Factset, MSCI Barra, CapitalIQ) CFA/MBA/CA preferred (Level 2+ or completed) Strong communication and presentation skills, High attention to detail, intellectual curiosity, and accountability Role Overview We are looking for a passionate and detail-oriented Research Analyst to join our investments team. You will be responsible for generating actionable investment ideas, tracking sectoral developments, conducting company deep dives, and supporting portfolio construction across PMS and Mutual Fund products.
Role & responsibilities 1. AMFI Portal Management: Implement and upload Transaction Execution Reports (TER) on the AMFI portal. 2. AMC Portal Management: Upload dividend information accurately and timely on the AMC portal. 3. Data Preparation and Upload: Prepare benchmark and return data files for uploading. Prepare NAV files, ensure matching with the Fund Administrator (FA), and circulate the information. 4. File Checking and Reconciliation: Check brokerage commission files for accuracy. Conduct Bank Reconciliation Statements (BRS) for brokerage payment banks. Reconcile IAP ledger for audit purposes. 5. Regulatory Reporting: Prepare bank balance data for SEBI offsite reporting. Ensure compliance with regulatory requirements by preparing scheme masters and checking SEBI data. 6. Corporate Actions: Manage corporate actions from NSDL as required. 7. Brokerage and Sales Support: Address ARN servicing requests and brokerage-related queries from the sales team. 8. Management Information Systems (MIS): Prepare monthly MIS data reports. 9. Compliance and Accounting: Assist with scheme master preparation and SEBI data verification. Conduct general Scheme accounting and reconciliation tasks. Preferred candidate profile
Role & responsibilities Manage institutional & corporate investor servicing, including daily reporting, SOA circulation, UTR confirmations, and balance confirmations. Handle transaction processing purchase, redemption, switches, refunds across equity, debt, liquid, and FMP funds. Coordinate with CAMS, banks, branches, and internal teams for smooth fund flow, payouts, and reconciliations. Prepare and circulate MIS reports, funding estimates, and compliance reports on a daily/monthly basis. Ensure adherence to cut-off timings, RBI/corporate banking norms, and regulatory requirements. Address and resolve client, auditor, and distributor queries promptly with accuracy. Support automation initiatives to improve efficiency and reporting accuracy. Collaborate with fund managers and treasury teams for high-value transactions and daily liquidity management. Preferred candidate profile Strong knowledge of mutual fund operations, banking, and institutional servicing. Proficiency in MS Office (Excel, reporting), transaction systems (Trillium/BTS/CAMS portals). Ability to manage large-scale payouts (5,000+ crores daily) with accuracy. Excellent client servicing, query resolution, and communication skills. Strong attention to detail, multitasking, and time management abilities.
Role & responsibilities Accurate and timely entry of accounting and financial data into the system. Handling day-to-day entries related to invoices, receipts, payments, etc. Coordinating with vendors for invoice follow-up, clarifications, corrections, and resolving related queries. Maintaining proper documentation of all records and ensuring completeness of supporting data. Assisting in reconciliation of vendor accounts and other related accounting tasks. Supporting statutory compliance work such as GST, TDS, and Audit-related data preparation. Preferred candidate profile Experience of working with private or listed companies. Hands-on exposure to more than one accounting software. Prior experience in a Chartered Accountancy (CA) firm will be an added advantage. Exposure to statutory compliances (GST, TDS, Audit) preferred. Prior experience in vendor management (invoice follow-up, clarifications, corrections, query resolution). Attention to detail, accuracy in data entry, and good communication skills.