Key Responsibilities: Make outbound calls to identify and recruit prospective FundsIndia Partners. Explain the FundsIndia Partner program, its benefits, and growth opportunities effectively. Address queries and provide detailed information to potential partners. Follow up with leads and maintain regular communication to onboard them successfully. Maintain accurate records of calls, leads, and recruitment progress. Achieve recruitment targets within the stipulated time frame. Skills and Qualifications: Strong verbal communication and persuasive skills. Ability to build rapport and establish trust over the phone. Basic understanding of financial services and mutual funds is an advantage. Proficiency in English, Hindi, and regional languages preferred. Target-driven and self-motivated. Experience: 1-3 years of experience in telecalling, recruitment, or sales roles.
Job Description : Responsibilities : Advising clients to buy/sell stocks on the basis of fundamental factors, technical indicators and news flow in various stocks, Sourcing & Servicing clients by providing updates on frequent intervals about market movements and news flows. Sourcing & deepening of relationships from existing customer base. Work in close coordination with the acquisition team to ensure all clients acquired from the assigned area are serviced and trade actively. Perform Trades as per the approval / orders of the customers. Maintain a synergetic relationship with the clients, to enhance business. Keep abreast with the market knowledge and market intelligence. Responsible for ensuring all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior as and when required. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. Key Skills : Graduate / Post graduate with minimum 0 - 2 years exp in Equities on the client advisory side. Should have a sound understanding of capital markets. Should be target-driven, self-starter and effective in servicing skills and conflict management. Should be result-oriented, self-starter & proactive. Should possess strong convincing and network building skills. Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives. Good verbal and written communications skills in English and Hindi Preferred.
Job Responsibilities: Responding promptly to investor queries Communicating with investors through various channels (calls/emails/chats) Acknowledging and resolving customer complaints in a timely manner Maintaining a positive, empathetic, and professional attitude toward customers at all times Achieving performance metrics Skills required: Excellent communication skills in English & Hindi Proficiency in drafting emails Basic knowledge about Investment products like Mutual funds, Equity. etc.,
Job Description: PMS, AIF & Capital Markets Revenue Computation Position Title - Senior Executive - Revenue & Operations (PMS, AIF & Capital Markets) Department - Finance / Operations / MIS & Revenue Assurance Location - Bangalore Role Overview This role is responsible for end-to-end revenue computation, reconciliation, and reporting for PMS (Portfolio Management Services), AIF (Alternative Investment Funds), and other capital markets products. The position requires strong analytical skills, a deep understanding of capital market instruments, and proficiency in coordinating with internal teams, product partners, custodians, and auditors. Key Responsibilities 1. Revenue Computation & Validation Compute PMS and AIF revenue on a monthly/quarterly basis in line with fee structures (Management Fee, Performance Fee, Hurdle Rates, High-Water Marks, etc.). Calculate Trail, Upfront, Brokerage, and other incentive-based revenues for various capital market products. Validate revenue receivables with partner statements, custodians, and product houses. Ensure accuracy of accruals and provisions based on MIS. 2. Data Management & Reconciliation Maintain detailed client-wise and product-wise revenue trackers. Reconcile revenue collections with bank statements, MIS data, and Tally/ERP. Identify gaps, short payments, missing entries, and coordinate for resolution. Match PMS/AIF transaction files with partner systems. 3. MIS & Financial Reporting Prepare monthly MIS for PMS, AIF, and other capital market revenues. Present variance analysis against budgets and forecasts. Support month-end closing, revenue recognition, and audit schedules. Provide reports for senior management and business teams. 4. Coordination & Stakeholder Management Work closely with PMS/AIF product teams, custodians, distributors, and partner AMCs. Follow up for timely invoices, payment confirmations, and reconciliations. Coordinate with auditors for revenue-related documentation and explanations. 5. Compliance & Controls Ensure all computations adhere to SEBI PMS/AIF guidelines. Maintain audit trails, working papers, and supporting documents. Strengthen internal controls to avoid revenue leakage. Required Skills & Competencies Strong knowledge of PMS, AIF, MF, Equity, F&O, and Capital Market revenue structures. Advanced Excel skills (Pivot Tables, VLOOKUP, Power Query preferred). Experience in MIS, revenue accounting, or financial operations. Ability to handle high-volume data with accuracy. Excellent communication and stakeholder management. Familiarity with Tally, or similar accounting software. Qualifications B.Com / M.Com / MBA (Finance) / CA Inter 2 to 8 years of experience in revenue computation, PMS/AIF operations, or capital market back-office.