1 Opening(s)
10.0 Year(s) To 15.0 Year(s)
12.00 LPA TO 12.00 LPA
Role Overview:We’re seeking a highly skilled and experienced professional to lead our mutual fund research function,delivering actionable insights and recommendations to support our distributors, clients, and internalteams. This role involves in-depth fund analysis, performance tracking, market monitoring, andcontributing to product evaluation and education.Key Responsibilities:● Conduct in-depth research and due diligence ...
1 Opening(s)
3.0 Year(s) To 4.0 Year(s)
2.40 LPA TO 3.60 LPA
Position Overview:
The Insurance and Mutual Fund Back Office Specialist plays a crucial role in supporting the operational and administrative functions of an insurance and mutual fund company. This role involves managing and processing various financial transactions, ensuring accuracy and compliance with regulations, and providing excellent customer service to clients and ...
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
1.44 LPA TO 1.80 LPA
Position Overview:
The Insurance and Mutual Fund Back Office Specialist plays a crucial role in supporting the operational and administrative functions of an insurance and mutual fund company. This role involves managing and processing various financial transactions, ensuring accuracy and compliance with regulations, and providing excellent customer service to clients and ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.50 LPA TO 5.00 LPA
Key Responsibilities:
Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
Upsell and cross-sell mutual fund products ...
3 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.50 LPA TO 5.00 LPA
Key Responsibilities:
Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
Upsell and cross-sell mutual fund products ...
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
6.00 LPA TO 6.00 LPA
POSITION: Deputy Manager – Customer Service
Reports to (Position): Manager – Customer Service
Position Purpose:
Managing branch operations and customer service. Being the liaison to the RTA and Sales Team for the location / zone.
Principal Accountabilities :
Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensuring timely submission to local RTA branch and reporting of the same ...
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
6.00 LPA TO 6.00 LPA
POSITION: Deputy Manager – Customer Service
Reports to (Position): Manager – Customer Service
Position Purpose:
Managing branch operations and customer service. Being the liaison to the RTA and Sales Team for the location / zone.
Principal Accountabilities :
Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensuring timely submission to local RTA branch and reporting of the same ...
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 5.00 LPA
Industry: Financial Services (Mutual Fund Distribution)Department: Marketing
Job Summary:We are seeking a results-driven Digital Marketing Executive with a passion for financial services to support our mutual fund distribution business. The ideal candidate will assist in planning, executing, and optimizing digital campaigns aimed at increasing investor awareness, lead generation, and client engagement. ...
1 Opening(s)
6.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 10.00 LPA
POSITION: Branch Manager – Retail SalesReports to (Position): Zonal Head/ Cluster Head – Retail SalesPosition Purpose: Managing distributor relationships across IFDs/ MFDs, NDs, and Banks to achieve continuousand sustained subscription to organization’s funds. Ensuring adequate mix of product salesand meeting set targets. Developing markets, enhancing market share as well as handlingdistributor ...
1 Opening(s)
6.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 11.00 LPA
POSITION: Branch Manager – Retail SalesReports to (Position): Zonal Head/ Cluster Head – Retail SalesPosition Purpose: Managing distributor relationships across IFDs/ MFDs, NDs, and Banks to achieve continuousand sustained subscription to organization’s funds. Ensuring adequate mix of product salesand meeting set targets. Developing markets, enhancing market share as well as handlingdistributor ...