1 Opening(s)
2.0 Year(s) To 8.0 Year(s)
Not Disclosed by Recruiter
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 ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
Description:
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)
Not Disclosed by Recruiter
Key Responsibilities:
Coordinate with internal teams and clients to ensure smooth execution of daily operations.
Handle documentation, reporting, and data management using MS Office tools.
Manage client portfolios related to Equity, Mutual Funds, and Insurance products.
Support sales and advisory teams with client communication and follow-ups.
Maintain accurate records and ensure timely completion of assigned ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.00 LPA TO 5.00 LPA
Job Profile:
Relationship Management.
Customer Profiling
Client interaction
References from existing clients to acquire new clients
Updating clients on the 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.
Cross Selling
Candidate’s Profile:
Hardworking & Confident.
Smart Presentable.
Go getting attitude.
Experience in client handling.
Should ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 12.00 LPA
Job Profile:
Relationship Management.
Customer Profiling
Client interaction
References from existing clients to acquire new clients
Updating clients on the 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.
Cross Selling
Candidate’s Profile:
Hardworking & Confident.
Smart Presentable.
Go getting attitude.
Experience in client handling.
Should ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
0.00 LPA TO 0.00 LPA
Candidate’s Profile:
Hardworking & Confident.
Smart Presentable.
Go getting attitude.
Experience in client handling.
Job Profile:
Lead will be provided by the company.
Should have experience in Mutual Fund.
Experience in Client portfolio management and HNI client handling.
Relationship Management.
Salary: As per Industry Norms+ Sales Incentive + Traveling Allowance.
Job Location: Kharghar
Qualification: Any
Gender: Male/Female
1 Opening(s)
5.0 Year(s) To 7.0 Year(s)
18.00 LPA TO 20.00 LPA
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 ...
1 Opening(s)
4.0 Year(s) To 8.0 Year(s)
4.00 LPA TO 8.00 LPA
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, ...
1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
9.00 LPA TO 9.00 LPA
POSITION: Relationship Manager – Sales
Position Purpose: Working with 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 term development of ...
1 Opening(s)
9.0 Year(s) To 15.0 Year(s)
Not Disclosed by Recruiter
Key Role & Responsibilities
Fund Raising
Spearheaded the fund-raising efforts, good relationship with global/domestic /Banks, FIIs.
Leading the fund-raising initiative of the Company to ensure clear visibility of funds/credit limit for ensuring the AUM growth and Cash Flows.
Representing company to Institutional Investors, PE firms, Mutual Funds, Banks, FI, FIIs, Rating Agencies, Debenture Trustees, Registrars, ...