151 Job openings found

Understand Clients’ Investments needs Managing Mutual Funds transaction processing for clients Updating of CRM and various other systems Creating MIS, Reports, end of day reports Relationship management with fund house RMs Prepare Financial plans for clients and presenting them Meeting Targets and Client Retention goals. Answer clients’ questions, address concerns and resolve them as per SLAs Regularly review ...

 Relationship Manager – Retail Sales 5-8 years of experience, mixed channel Responsible for handling all channel partners Position Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business Contribute to sustained growth ...

POSITION: Relationship Mgr-Retail Sales (BANKs,MFDs and NDs) Multi channel  - Hyderabad Reports to (Position): Channel Head/Cluster Head/Zonal Head – Retail Sales Position Purpose: Working with distributors across assigned channels to achieve continuous and sustained subscription to organization’s funds. Ensuring adequate mix of product sales to achieve setsales targets. Principal Accountability: Generating Business  Contribute to sustained growth in sales through ...

POSITION: Manager / Sr. Manger – Business Development Reports to (Position): SVP and  Head – Business Development Position Purpose: Managing key relationships across NDs, and Banks. Managing product recommendations and tie-ups. Principal Accountabilities: Manage key central relationships across banking and national distribution counters. Responsible for carrying and driving sales targets for the mapped relationships by coordinating with internal/ external stakeholders. Manage distribution ...

Responsibilities:We’re looking for stock Operations who oversee the day-to-day operations of our company.  Execution and Managing Funds Operations Team (Broking) for daily BAU activities, i.e.                        Client and Exchange level Funds Payin/Payout                       Client’s ...

Position / Job Title (Proposed) Treasury & Banking OperationsDesignation Sr ExecutiveFunction F&ADepartment TreasuryReporting To (Title) Head Treasury Superior’s Superior (Title) CFO Location MumbaiBusiness Renewable EnergyJob description:  Accounting of all treasury related transaction like Interest and principal repayment, Fixed deposit, LC, mutual fund accounting on daily basis in SAP Accounting of all Inter company deposit placement and interest ...

Position Name AVP / Sr. Manager – PMS ProductLocation: Mumbai Date:Position Purpose: Bringing PMS Product Ideas to life.PrincipalAccountabilities: Assisting the COO in executing the PMS Product strategy for India. Monitor, anticipate and assess market, client, competitor, regulatory, and industry trends to drive pms product strategy and identify opportunities for new product innovation o Conduct primary, secondary research ...

back office executive -conversant with Ms Office and preferably have work with any Mutual fund house or investment firm   Back office executive Back-office executives are crucial for any organisation. They provide various types of administrative and managerial support to simplify front-office production. Back office executives do not face the clients directly. They ...

Relationship Manager – Retail SalesPosition Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business Contribute to sustained growth in sales through initiatives targeted at long term development of ...

POSITION: Senior Manager or AVP (depending on experience and qualification)Reports to (Position): Director and Head - Compliance)Business Unit: ComplianceLocation: MumbaiPosition Purpose: Core Responsibility Investment limit monitoring, coding of rules, checking the settings in trading application for various investment restrictions, clearing of alerts, comprehensive repository of limits applicable to schemes, providing reports related to limit ...