1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 8.00 LPA
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 ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
11.00 LPA TO 12.00 LPA
RM – Retail Sales
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 ...
1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
11.00 LPA TO 11.00 LPA
POSITION: Relationship Manager – Banking Sales
Position Purpose: Working with Banking Channel across assigned areas 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 ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
Not Disclosed by Recruiter
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 ...
1 Opening(s)
3.0 Year(s) To 15.0 Year(s)
15.00 LPA TO 27.00 LPA
Role/Job Title: Product Manager-Mutual Fund.
Function/Department: Wealth, Retail Liabilities.
Job Purpose:
This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building financial planning models.
Roles & responsibilities:
Onboarding of new products (MF, PMS,AIF) by way of evaluation, due diligence, suitability, commercials, sales & operational processesRelationship ...
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
3.00 LPA TO 4.00 LPA
Job Title: MIS Executive – Insurance & Mutual Funds (SQL & Advanced Excel)Department: MIS / Operations / Business IntelligenceIndustry: Insurance & Mutual FundsLocation: Sector 142, NOIDAExperience: 2–5 yearsEmployment Type: Full-Time______________Job Summary:We are looking for an experienced MIS Executive with strong skills in SQL and Advanced Excel to manage, automate, and ...
1 Opening(s)
3.0 Year(s) To 10.0 Year(s)
6.00 LPA TO 12.00 LPA
Candidate will be responsible for managing and advising on a variety of mutualfunds, monitoring market trends, .The ideal candidate has extensive experience with financial planning, investmentstrategies, conducting market research, preparing investment reports, assistingin creating investment strategies, facilitating transactions and risk management.They are typically tasked with financial analysis, forecasting, and assisting ...
2 Opening(s)
1.0 Year(s) To 5.0 Year(s)
1.80 LPA TO 2.40 LPA
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 ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 10.00 LPA
AUM Reconciliation: Ensuring accurate and timely reconciliation of AUM with inhouse system, demat account and fund houses, identifying discrepancies, and resolving any issues.
Brokerage Reconciliation: Performing regular reconciliations of brokerage and commission statements received from brokers, identifying discrepancies, and ensuring timely resolution.
Mutual Fund Transaction Processing: Accurately processing and recording mutual fund ...
1 Opening(s)
5.0 Year(s) To 15.0 Year(s)
8.00 LPA TO 9.00 LPA
Responsible for managing accounts payable, banking operations, associate reimbursements, and vendor payments across Mumbai and regional offices. Oversees monthly provisions, audit coordination, and compliance activities using SAP and Citi Bank systems. Supports CSR, Dubai finance operations, and ensures timely fund management and reporting. Acts as a central liaison for finance ...