437 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 ...

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 ...

As a RM Dealer you will be responsible for acquiring new clients, managing existing customer relationships, and driving revenue through sales of equity, mutual funds, and other investment products. The role demands strong market knowledge, client servicing, and sales capability to ensure business growth and client satisfaction. Key Responsibilities: Acquire new clients ...

Position:- Manager – MF Banking Operations Location:- Mumbai Roles and Responsibilities Managing the Banking operations activities for the Mutual Fund Coordination with Banks for opening/closing scheme accounts and providing online access of the accounts to all the users. Tracking of subscription inflows in various collection bank accounts and updating the same in the inhouse application to ...

Job Summary: We are seeking a Sales Manager (Female) with 8 to 10 years of experience in sales preferably in fi nancial products. The ideal candidate will be responsible for acquiring new clients, building strong relationships, and achieving defi ned sales targets. This role demands excellent communication skills, a confi ...

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 ...

Relationship Manager Job Description: Acquisition of Direct Clients as well as Business Associates for Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business Responsible for achieving his individual Target of Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business Responsible for achieving his Minimum KRA & Monthly Target of New Client ...