18 Job openings found

Role Overview This role focuses on overseeing daily operations related to banking, documentation, and compliance across various investment vehicles. It is crucial for ensuring process discipline, timely settlements, and seamless information flow for stakeholders, the investment committee, and auditors. The ideal candidate is meticulous, reliable, and comfortable working across multiple ...

Treasury Operations & Coordination    Assist the Treasury Manager in execution and monitoring of treasury-related activities.  Coordinate with banks, financial institutions, consultants, brokers, and other stakeholders for statements, confirmations, reports, and documentation in a timely manner.  Track investment maturities, renewals, redemptions, and other treasury transactions.  Maintain records of documents like treasury-related agreements, ...

Role Details: Designation: DM- Digital Customer Connect & Experience, OutboundRole type: Wealth Associate Department: DigitalReporting to: Deputy Manager / Senior Manager - Digital Customer Connect & ExperienceLocation: Mumbai HO Your Role (summary): 1) This role will be responsible for2) Engage existing customers through outbound calls driven by service triggers, lifecycle events, and digital activity. 3) Drive ...

Role Details: Designation: Executive- Digital Customer Connect & Experience, OutboundRole type: Wealth Associate Department: DigitalReporting to: Deputy Manager / Senior Manager - Digital Customer Connect & ExperienceLocation: Mumbai HO Your Role (summary): 1) This role will be responsible for2) Engage existing customers through outbound calls driven by service triggers, lifecycle events, and digital activity. 3) Drive ...

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 ...

Position: Mutual Fund Back Office Education: Graduate (Bcom/BMS/MBA) Work Experience: Fresher or experienced Job timings: Monday to Saturday 9am to 6pm Job Location: Viman Nagar(Pune) Job description: Co-ordinating with fund houses for investor statements Co-ordinating with investors regarding OTPs, fund switches, new SIPs & lump sums, redemptions etc. Preparing & collating mutual fund reports Operating software for fund switches, new SIPs & lump ...

Employment Details Location: Mumbai Employment Type: Full-time Working Days: Monday to Friday (5 days) Working Hours: 9:30 AM to 6:00 PM Reporting To: Finance Manager / CBO Office Location: Nariman Point, Mumbai    Key Responsibilities Manage end-to-end investor servicing activities for Alternative Investment Funds (AIFs). Handle investor onboarding, KYC, FATCA/CRS documentation, and account maintenance. Coordinate with investors, fund administrators, custodians, trustees, ...

RESPONSIBILITIES • Manage organic social media across compliant platforms including Instagram, YouTube (age-restricted), Twitter/X, Reddit, and Discord — including content creation, content scheduling, and community moderation • Build and deploy email marketing campaigns using Klaviyo, Mailchimp, or similar Email Service Providers (ESP): promotional campaigns, abandoned cart automation, product launch campaigns, and post-purchase ...

Job Details: Position: Customer Support ExecutiveLocation: Navi Mumbai Experience: 1-3 YearsKey Responsibilities Handle customer queries via phone, email, chat, WhatsApp, and support tickets. Assist investors with account opening, KYC, onboarding, SIP registrations, redemptions, and transaction-related queries. Provide support regarding mutual fund products, investment processes, and platform functionalities. Coordinate with AMCs, RTAs, and internal teams to resolve customer concerns within ...

Role: Rewards Operations Manager (Digital & Physical) Job Summary The role is responsible for managing end-to-end operations of Digital and Physical Rewards, ensuring seamless execution, SLA adherence, and smooth coordination with internal teams, vendors, and clients. The position also owns purchase order management, vendor coordination, and client billing with a strong focus ...