...Responsible for Mutual Funds selection, propose recommendations after interactions with Fund houses on an on-going basis Detailed portfolio & strategy analysis of Mutual Funds, recommend from a forward-looking perspective
Preparing strategy notes along with reports on recommended...
...Role/Job Title: Product Manager- Mutual Fund
Function/Department: Wealth, Retail Liabilities.
Job Purpose:
This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building...
...Relationship Manager Responsibilities : - Promote all product lines of Mutual Funds. - Upsell Mutual Fund products to Retail/HNI Clients. - Generate fresh leads and acquire clients through references. - Achieve sales and revenue targets across product mix. - Enhance and upgrade...
...Mutual Funds Relationship Manager - Sales
Annual CTC: Rs. 5.80-8.20Lacs (depending on candidate's experience)
Experience: 1-3 Years
Performance Incentive: Revenue sharing of AUM with RM. (Generally, sets in between 2-3 yrs.)
Education: Preferable: Postgraduate...
...Relationship Manager - (CEC, DET, Banca) || Leading Mutual Fund AMC 1. Responsible for Sales for the assigned Banks 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors...
...with minimum 4-10 years of relevant work experience. - AMFI certification compulsory. - Key account management skills. - Exposure to Mutual Fund industry is required. - Good communicational abilities and pleasing personality. - Product knowledge. - Market knowledge/...
...thoroughly on their Tax liabilities when exiting or entering into funds - Maintain good relationships with your existing clients for... ...internal and external) - Thorough knowledge of financial products like mutual fund, stocks, bonds and portfolio management service - Must have...
...Requirements:
• Prior work experience in Financial Services: Minimum 2-3 Years
• Familiarity with Financial Products (specifically Mutual Funds)
Core Accountabilities:
• Consolidating, analysing and reviewing clients' portfolios
• Computing and analysing portfolio...
...organisation offers a range of investment-related services, including online stock trading, commodity trading, currency derivatives trading, mutual funds, demat accounts, portfolio management services, and customised investment planning support through its desktop platform Pointer and...
Rs 4 - 8 lakhs p.a.
...Research backed tactical calls on specific themes, sector and fund concepts with the Mutual Funds space.
Pivotal role in tracking the performance of Equity & Hybrid Mutual Fund
Proven ability in conducting webinars on different MF topics for clients
Deftly developed...
...Mutual Fund Operations Executive.
Experience: 1-2 Years
Salary: Rs. 18,000 – Rs. 22,000 Per month depending on candidate.
Education: Graduate
Industry Type: Financial Advisory, Broking for Financial Products (Equity, Mutual Fund and PMS)
, Stock Broking...
Responsibilities : - To manage the entire B2C team of Mumbai and ensuring talent development of B2C Mumbai team - Achieving the business targets / Team targets assigned in terms of up selling Investment Products, enhancing and upgrading the Client Net worth relationships. -...
Rs 5 - 12 lakhs p.a.
~ Offering mainly Mutual Fund Products, a wide range of Financial Services and Wealth Management Solutions to Institutions, Corporations, High-Net Worth Individuals and Families.
~ Conducting comprehensive review of client portfolios , including interacting with...
...Job Title: Compliance Officer Mutual Fund compliance
Location: Mumbai (onsite: Andheri/Belapur)
Experience: 3 years in mutual fund compliance.
Job Summary:
We are currently looking for compliance professionals with a graduation degree from AMC financial or NBFC...
1. Responsible for New Client Acquisition and Inactive client activation (Dead Folio Revivals). 2. Follow up/Conversion on the leads shared by the Corporate Acquisition Team. 3. Manage the existing clients and build AUM. 4. Responsible for Client and distribution servicing ...
Rs 4 - 9 lakhs p.a.
# Min 4-5 years of experience for Mutual Funds Products & Third Party Product in Capital Market
# Responsible to innovate product offering in Mutual Fund & Primary Market segment
# Should have understanding of Mutual Fund product offering & regulations in MF industry
#...
Rs 27 lakh p.a.
...further develop our relationship with them to get larger allocation of funds.
Acquiring new set of clients in small, mid and large segments... ...gauge the impact of government and RBI policies on markets and mutual fund products and advise the clients accordingly.
Proactive,...
Rs 8 lakh p.a.
...s across India
Educational Qualifications & Experience:
Graduate with minimum 3 years’ experience in branch operations for a Mutual Fund / AMC
Should have worked in a AMC branch with retail and institutional presence
Good knowledge of MS-Office applications especially...
Rs 8 lakh p.a.
...to (Position): VP – Operations
Position Purpose: To support the Brokerage/Distributor operations services activity of the India Mutual Fund business.
Principal Accountabilities: Executing the Distributor operations activities for the Mutual Fund Knowledge of SEBI/...
Rs 1.5 - 4 lakhs p.a.
...Process requests for DD/ MC within prescribed TAT.
Process fund transfer requests at branch.
Process of RTGS /NEFT transactions... ...withdrawals in
new accounts.
Teller,Cash Handling
Designation: IDFC Bank / Teller / Mumbai
Vacancies: 10
Experience: 1.0 Year(s)...
...spanning over 200 years. Join our team to build your career
Fund ADMIN
Responsible for the preparation of client deliverables,... ...internal departments.
General knowledge about capital market and mutual fund should be good.
Effective email management and address...
...Position Overview
Job Title: Fund Accountant - Analyst
Location - Mumbai
Role Description
Our Fund administration team... ...securities and portfolio / fund valuation for client segments like Mutual Fund, Alternative Investment Fund, Portfolio Managers, etc. Our...
Rs 3 - 4.5 lakhs p.a.
...levels
Extremely patient in disposition
Hospitality experience and exposure in customer service environment is
an added advantage
Banking Operation,Cash Handling
Designation: IDFC Bank/Flexibanker/Mumbai
Vacancies: 1
Experience: 2.0 Year(s) - 6.0 Year(s)...
...rewards that will take you further.
Job Introduction
The primary purpose of this job is to assist in providing fund accounting services to domestic clients (mutual funds, insurance companies, Alternative Investment Funds & PMS clients).
Principal Responsibilities
Trade...
...As a Financial Reconciliation Associate within the JP Morgan Fund Accounting Team, you will be responsible for managing the production... ...NAV and other activities that lead to the correct valuation of our mutual fund clients. You will take direct responsibility for the...
Rs 4 - 8 lakhs p.a.
...different channels and customers.
Recommend process changes in order to improve service efficiency and quality across the branch network.
NRI relationship manager,NRI
Designation: IDFC Bank / NRI RM / Mumbai
Vacancies: 8
Experience: 3.0 Year(s) - 8.0 Year(s)...
Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business...
...appreciate specific client nuances successfully and provide an appropriate & optimal solution to meet objectives.
Maintaining existing fund 'rules' within the system and tailoring available solutions to the changing needs of the client in a timely manner.
Scope client...
...Job Description
As a Fund Accounting Team Leader, you'll coordinating and monitoring Fund Accounting client inquiries, client reporting, provide reconciliations oversight and manage client relationship. Work with partners and senior stakeholders at client locations to ensure...
...As a Fund Accounting Team Leader, you'll coordinating and monitoring Fund Accounting client inquiries, client reporting, provide reconciliations oversight and manage client relationship. Work with partners and senior stakeholders at client locations to ensure all deliverables...