197 Job openings found

Essential Duties and Responsibilities:   1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.    2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...

Basic understanding of ESG terms and financial understanding  (good to have) Fetch, download sustainability report of companies. Well versed with excel. Financial / business research as background This role is for company stocks analysis. Analyst job (investment research role) For this role earlier people got deployed from Bloomberg/Morning Star/Corporates (Value serve) Min qualification should be Graduate. Exp – ...

Position Name: Manager/Deputy ManagerDepartment: Registrar and Banking Operation FORMAL EDUCATION: (minimum requirement to perform job duties)  Post Graduate, Graduate with 1-3 years of experience in Financial Service sector WORK EXPERIENCE/KNOWLEDGE:  Minimum of 1-3 years experiences in operations role Preferably from Mutual Fund or financial sector with some knowledge of Registrar, banking, depository, brokerage, KYC ...

  POSITION: Relationship Manager – Retail SalesReports to (Position): Channel Head/Cluster Head/Zonal Head – Retail SalesPosition Purpose: Working with distributors across assigned channels to achieve continuous and sustainedsubscription to organization’s funds. Ensuring adequate mix of product sales to achieve set sales targets. Principal Accountabilities: Generating Business Contribute to sustained growth in sales through initiatives targeted at long ...

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 ...

The Zonal Head will be responsible for leading and driving the sales and distribution strategy for the assigned state/region in line with the company’s overall business objectives. This role involves managing a team of sales professionals, building and maintaining relationships with key stakeholders, ensuring compliance with regulatory requirements, and achieving ...

POSITION: Manager/Deputy Manager – PMS OperationsReports to (Position): Vice President -PMS OperationsBusiness Unit: PMS OperationsLocation: Mumbai  Education Background Post Graduate, Graduate Principal Accountabilities: PMS Domestic Operation: Fund Accounting – PMS Operations viz. Subscription, Redemption and Trade Settlement Accounting of Corporate Action viz. Dividend, Bonus, Rights Regulatory & compliance reporting on monthly, quarterly, and other regular frequency Liaising with auditors (Internal & Statutory) with respect ...

Role Details: Designation: VP and Company SecretaryRole type: People ManagerDepartment: LegalReporting to: Head - LegalLocation: Mumbai Your Role (summary): You will be the primary point for communication with the Board of Directors, senior management and the firms shareholders. You will play a key role in compliance with Companies Act, 2013, rulesthereunder and applicable secretarial standards, ...

POSITION: Manager / Sr. Manger – Business DevelopmentReports to (Position): SVP & 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 & national distribution counters. Responsible for carrying and driving sales targets for the mapped relationships by coordinating ...