201 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 ...

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, ...

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 ...

The role is responsible for supporting and managing the lifecycle of all investment activities—across direct equities, mutual funds, PMS and AIF—by overseeing daily operations, data reconciliation, documentation, banking, and robust reporting. The role is crucial in ensuring data accuracy, process discipline, timely settlements, and seamless information flow for stakeholders and ...

Role Overview The Relationship Management professional in Merchant Banking/Wealth Management is responsible for originating, structuring, and executing financial products and services tailored to institutional clients, including banks, asset managers, pension funds, insurance companies, and development finance institutions (DFIs). This role involves strategic relationship management, market analysis, and the delivery of customized ...

 JOB DESCRIPTION Position Name: AVP & Channel Head - MFD Retail SalesDepartment: Retail Sales Job Responsibilities: Working with distributors across assigned channels with the objective of achieving the desired sales targets across all KRA’s. Contributing to sustained growth in sales, adhering to guidelines through initiatives which will benefit the long-term development of distributor relationships in ...

POSITION: Sr Manager and Credit Analyst – Fixed Income Reports to (Position): Head – Fixed IncomePosition Purpose: The credit research team, supports multiple funds within the fixed income group, tracks the credit worthiness of approx. 100 - 150 Indian corporate bond issuers to identify opportunities to invest withthe objective of (a) steady ...

Job Description / Key Responsibilities: 1) Responsible for Portfolio Management of the Group 2) Responsible for Financial Modeling, Analysis of Financial Statements, Risk Analysis & Management. 3) Sound knowledge of key parameters like-CAGR, IRR, Yield, BETA, ALFA etc. 4) Sound knowledge of Share Markets, Mutual Funds, AIFs, Long Short Funds etc. 5) Sound knowledge of ...

Job Description / Key Responsibilities: 1) Responsible for Equity Research, Financial Analysis of Companies 2) Report Writing, Preparing Company Pitches, Portfolio Analytics 3) Knowledge of Mutual Funds, AIFs, PE, PMS, and other asset classes 4) Deep understanding of Indian Equity Markets 5) Preparation of analytical insights on incoming opportunities / funds on ad-hoc basis       CONTACT FOR ...

 JOB DESCRIPTION Position Name: AVP & Channel Head - Retail SalesDepartment: Retail Sales Job Responsibilities: Working with distributors across assigned channels with the objective of achieving the desired sales targets across all KRA’s. Contributing to sustained growth in sales, adhering to guidelines through initiatives which will benefit the long-term development of distributor relationships in the ...