326 Job openings found

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Key Responsibilities:* Manage client interactions and communications effectively.* Handle mutual fund account openings, KYC processes, and other related documentation.* Coordinate with mutual fund companies, insurance providers, and financial partners regarding ongoing investments.* Track internal documents, maintain data records, and follow up with respective parties.* Manage basic social media platforms for ...

Finance Managers Responsibilities: Plan, organize, and execute financial tasks and projects of the organization. Make estimates of funds required for the short and long-term financial objectives of the organization. Complete financial reports, lead the month-end closing process and conduct monthly financial forecast. Develop and implement plans for budgeting, forecasting, and reporting. Liase with auditors to ...

JOB DESCRIPTION of AVP/DVPJob Title: AVP /DVP Department: Operation Fixed Income & Money Market    Reports to: Vice President Experience:At least 12 years of experience in the front office / back office of the domestic treasury preferably in a bankRequired Qualification: Graduation in any disciplinePreferred Qualification: MBA (Finance)Skill, Knowledge & Trainings: Leadership skillsTeam building and Team workingExternal and ...

Position Name: Operation Executive- Investments Total position: 1 Experience: 2-3 Years (Preferably Investment/Advisory/Wealth management) Qualification: Post-Graduation (Preferably MBA-Finance) CTC: 3 LPA to 3.60 LPA Location: HO Ahmedabad   Roles & Responsibilities   Managing entire lifecycle for each investment - onboarding, KYC, account setup, investor reports, etc. Manage daily investment operations for liquid funds (Process daily transactions including MF, PMS, etc), and managing capital calls, reporting, ...

Key Responsibilities: Respond to client queries via phone, email, chat, or social media in a timely and professional manner. Provide accurate and relevant information about mutual fund products. Research and resolve issues related to transactions, accounts, statements, NAVs, dividends, tax implications, etc. Coordinate with internal and external stakeholders, such as fund houses, registrars, banks, ...

Job Title: Finance and Accounts Executive Location: Delhi Job Description: The Finance & Accounts Executive will support the Finance team in analysing equity markets and mutual funds, and diversified investment portfolios. The candidate must have prior experience of working in investment analysis and preparation of analytical MIS and handling ...

Job Title:  Supervisor  RTR - Treasury   Location – Gurgaon   The Treasury Accounting Supervisor is responsible for leading and overseeing treasury accounting operations within the India Finance Shared Services Center (FSSC). This role ensures accurate, timely, and compliant accounting for cash, bank, and investment transactions in accordance with US GAAP and local statutory requirements. The position ...

We are seeking a detail-oriented and process-driven Financial Planning Admin Assistant to support our Australian Financial Advisers and Paraplanning team. The role focuses on administrative execution, data management, client servicing, and compliance support within an ASIC-regulated financial planning environment. This is an ideal role for someone who enjoys structured work, documentation, ...

Family Office Equity Research Analyst We are looking for an equity research analyst for the family office, based out of nariman point, mumbai. This will be mainly relating to public equity markets/listed securities + some private investments as well. Within that it will mainly relate to mid and small cap companies. The ...