219 Job openings found

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 a presentation for Investor Education program, Market review, Internal Performance Review, ...

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 clients to assess strategies based on objectives and risk profile   Selling Mutual Fund/ Equity/Debt/Currency/Alternate Investments   Responsible for building AUM and revenue ...

POSITION: Senior Manager – Institutional Sales Reports to(Position): VP and Zonal Head – Institutional Sales Business Unit: Institutional Sales Location: Hyderabad Position Purpose: The position will be responsible for handling corporates and other Institutional Clients, Liaising with Mid and Large size treasuries/Institutional Clients. Responsible for developing, building, and managing existing/new relationships for improving the market share and acquiring new ...

POSITION: Legal CounselReports to: Head of LegalBusiness Unit: Legal Location: Mumbai Position Purpose: • To manage the general legal requirements of documentation, advisory and handle legal queries from the AMC and Trustee Company • To work closely with the Head of Legal – India and the Company Secretarial function. To also liaise with other executives of ...

  Excellent knowledge of SEBI MF Regulation Hands on experience of NAV computation or Hands on experience of Mutual Fund Reporting or Hands on experience of Equity, Derivative & Debt Valuation Minimum relevant experience of 5 years Working knowledge of Multifonds system Fund Accounting for catering Mutual Fund segment. - Preparation of monthly/quarterly NAV workbooks and economic allocations, ...

Key Responsibilities: Back Office Operations Manage all back-office activities related to investments and client account maintenance. Ensure accuracy in documentation and timely processing of mutual fund, PMS, and AIF transactions. Maintain up-to-date records for compliance, audit, and regulatory requirements. Client Interaction and Support Professionally interact with clients to address and resolve investment-related queries. Prepare and share client ...

Job Responsibilities:  Customer Profiling  Consultation related to wealth management  Client interaction  References from existing clients to acquire new clients  Updating clients on market  Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and organizational goals.   Desired Candidate Profile  Should have good knowledge of the Mutual ...

Job Responsibilities:  Customer Profiling  Client interaction  References from existing clients to acquire new clients  Updating clients on market  Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and organizational goals.   Desired Candidate Profile  Should have good knowledge of the Mutual Fund Industry  Should be well-versed ...

Education Background Post Graduate, Graduate Principal Accountabilities:   PMS Domestic Operation: Fund Accounting – PMS Operations viz. Subscription, Redemption & Trade Settlement Accounting of Corporate Action viz. Dividend, Bonus, Rights Bank Reconciliation / Holding Reconciliation Account opening and KYC processing Liaising with auditors (Internal & Statutory) with respect to providing data as per requirement Client & distributor query resolution Distributor commission ...

POSITION: Senior Manager - PMS Operations Reports to (Position): Vice President - PMS Operations Education Background Post Graduate, Graduate Principal Accountabilities:   PMS Domestic Operation: Fund Accounting – PMS Operations viz. Subscription, Redemption & Trade Settlement Accounting of Corporate Action viz. Dividend, Bonus, Rights Bank Reconciliation / Holding Reconciliation Account opening and KYC processing Liaising with auditors (Internal & Statutory) with respect to ...