1 Opening(s)
3.0 Year(s) To 6.0 Year(s)
8.00 LPA TO 8.00 LPA
POSITION: Manager/Deputy Manager – Distributor Operations
Reports to (Position): VP – Operations
Position Purpose: To support the Brokerage/Distributor operations services activity of the India Mutual Fund business.
Principal Accountabilities: Executing the Distributor operations activities for the Mutual Fund Knowledge of SEBI/AMFI regulations/guidelines
Ensure proper implementation of the brokerage structure in line with the regulations
Ensure brokerage structures are provided to ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
Not Disclosed by Recruiter
As the Mutual Fund Subject-Matter-Expert on the team, publish in-depth quantitative research analyzing mutual funds across categories including equity and debt based on a rigorous framework you own
For each category of fund, arrive at the shortlist with our own unbiased recommendation on the top 1-2 funds. Ensure recommendations are current ...
1 Opening(s)
10.0 Year(s) To 12.0 Year(s)
15.00 LPA TO 18.00 LPA
Job Description:
Position Overview:We are looking for an experienced Senior Mutual Fund Distributor who has in-depth knowledge ofthe mutual fund industry, experience in managing client portfolios, and the ambition to eventuallystart their own broking firm. The ideal candidate will play a crucial role in building our firm,managing client relationships, and contributing ...
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
6.00 LPA TO 6.00 LPA
POSITION: Deputy Manager – Customer Service
Reports to (Position): Manager – Customer Service
Position Purpose:
Managing branch operations and customer service. Being the liaison to the RTA and Sales Team for the location / zone.
Principal Accountabilities :
Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensuring timely submission to local RTA branch and reporting of the same ...
3 Opening(s)
5.0 Year(s) To 12.0 Year(s)
7.00 LPA TO 8.00 LPA
Preferable Product : Stock Broking, Mutual Funds, Insurance ( Sales personnel handling Direct as well as B to B channel )
Preferred Skill Set:
- Experienced Sales Team leader
- Logical and analytical approach to Sales
- Can lead a Team of 10 to 15 RMs - Convincing power
- Can develop the Team ...
1 Opening(s)
3.0 Year(s) To 4.0 Year(s)
2.40 LPA TO 3.60 LPA
Position Overview:
The Insurance and Mutual Fund Back Office Specialist plays a crucial role in supporting the operational and administrative functions of an insurance and mutual fund company. This role involves managing and processing various financial transactions, ensuring accuracy and compliance with regulations, and providing excellent customer service to clients and ...
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
1.44 LPA TO 1.80 LPA
Position Overview:
The Insurance and Mutual Fund Back Office Specialist plays a crucial role in supporting the operational and administrative functions of an insurance and mutual fund company. This role involves managing and processing various financial transactions, ensuring accuracy and compliance with regulations, and providing excellent customer service to clients and ...
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
6.00 LPA TO 6.00 LPA
POSITION: Deputy Manager – Customer Service
Reports to (Position): Manager – Customer Service
Position Purpose:
Managing branch operations and customer service. Being the liaison to the RTA and Sales Team for the location / zone.
Principal Accountabilities :
Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensuring timely submission to local RTA branch and reporting of the same ...
1 Opening(s)
10.0 Year(s) To 15.0 Year(s)
12.00 LPA TO 12.00 LPA
Role Overview:We’re seeking a highly skilled and experienced professional to lead our mutual fund research function,delivering actionable insights and recommendations to support our distributors, clients, and internalteams. This role involves in-depth fund analysis, performance tracking, market monitoring, andcontributing to product evaluation and education.Key Responsibilities:● Conduct in-depth research and due diligence ...
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 ...