415 Job openings found

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 ...

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 ...

Industry: Financial Services (Mutual Fund Distribution)Department: Marketing Job Summary:We are seeking a results-driven Digital Marketing Executive with a passion for financial services to support our mutual fund distribution business. The ideal candidate will assist in planning, executing, and optimizing digital campaigns aimed at increasing investor awareness, lead generation, and client engagement. ...

Role Details: Designation: VP Digital Sales LeadRole type: People ManagerDepartment: DigitalReporting to: Director AND Head- DigitalLocation: Mumbai HO Your Role (summary): Lead Digital Sales and Business Development This role will be responsible for 1. Focus on Digital Sales growth in the form of new SIP, New Customer Acquisition, AUM and related KPIs2. Drive all the ...

POSITION: Manager/Senior ManagerReports to (Position): EVP-Investment Operations (Dotted reporting to VP Investment Operations)Business Unit: Investment Service FTE:Location: Mumbai Date: July 2024Education Background Chartered Accountant (With minimum 2- or 4-years’ experience) Principal Accountabilities: Scheme accounting review and all MIS related to scheme. Strong Trail balance control regular Trail balance review Scheme financials -Half yearly, Annual and Abridged Strong control over ...

POSITION: Deputy Manager/ManagerReports to (Position): Executive Vice President -Investment OperationsBusiness Unit: Investment Service FTE:Location: Mumbai Date: August 4th,2025Education Background Chartered Accountant, MBA, M Com or B com with relevant experience Principal Accountabilities: Trade Operations:  Settlement of all trades in Equity, Gold ,SLR , Non SLR Securities and Money Market (Call, CBLO, Repo, LAF etc) Monitor the trade ...

POSITION: Branch Manager – Retail SalesReports to (Position): Zonal Head/ Cluster Head – Retail SalesPosition Purpose: Managing distributor relationships across IFDs/ MFDs, NDs, and Banks to achieve continuousand sustained subscription to organization’s funds. Ensuring adequate mix of product salesand meeting set targets. Developing markets, enhancing market share as well as handlingdistributor ...

POSITION: Branch Manager – Retail SalesReports to (Position): Zonal Head/ Cluster Head – Retail SalesPosition Purpose: Managing distributor relationships across IFDs/ MFDs, NDs, and Banks to achieve continuousand sustained subscription to organization’s funds. Ensuring adequate mix of product salesand meeting set targets. Developing markets, enhancing market share as well as handlingdistributor ...

POSITION: Branch Manager – Retail SalesReports to (Position): Zonal Head/ Cluster Head – Retail SalesPosition Purpose: Managing distributor relationships across IFDs/ MFDs, NDs, and Banks to achieve continuousand sustained subscription to organization’s funds. Ensuring adequate mix of product salesand meeting set targets. Developing markets, enhancing market share as well as handlingdistributor ...

Job Title: Head of Human Resources - Mutual FundLocation: Bengaluru Experience Level: 5-7 years in HR, preferably within the Asset Management or Mutual Fund industry. Qualifications: MBA from a reputed institution. Proven experience in HR management, focusing on talent acquisition and employee engagement. Key Responsibilities: Talent Acquisition: Lead the recruitment process, including campus recruitment and collaboration with business leaders ...