10,666 Funds Management Jobs

 Job Description Customer Engagement UHNI/HNI client Handling. To up sell AMC MF products to Retail/ HNI Clients as per theassigned database, generation of fresh leads through reference to shore up theclientele. Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managingRetail/HNI Clients, with in depth knowledge of Mutual Funds  Location - Delhi NCR/Gorakhpur/Kanpur/Meerut/Dehradun/Ranchi/Siliguri/Bhubaneshwar/Guwahati/Raipur Etc 

Prior experience in Mutual Fund Inbound/outbound calling, customer service, or sales with NISM Certification is mandatory Strong relationship management and sales orientation. Basic understanding of Mutual Funds, NAVs, SIPs, and AMCs. Positive, and team-oriented mindset

As an Indian equity house based in Mahalaxmi, Mumbai, you will be a part of the asset management fund operations team at First Water Capital. Your primary responsibilities will include managing day-to-day fund operations, coordinating with key stakeholders, overseeing investments, and ensuring compliance with regulatory requirements. Additionally, you will be involved in financial reporting, monitoring fund performance, and supporting the implementation of asset management strategies. Key responsibilities for this role include: - Evaluating data, assessing fund performance, and supporting investment decision-making with strong analytical skills - Collaborating with internal teams, investors, and external stakeholders with excellent communication skills - Demonstrating knowledge of Investments and Asset Management processes - Applying Finance principles practically in asset management operations - Utilizing proficiency in financial tools and technology as an advantage To qualify for this role, you must have: - 2-5 years of relevant experience - Experience with Tally software - A preference for Chartered Accountant qualification - Strong analytical skills - Excellent communication skills - Knowledge of Investments and Asset Management processes - Understanding of Finance principles - Proficiency in financial tools and technology - A Bachelor's degree in Finance, Economics, or a related field; advanced certifications are a plus Please note that we are looking for individuals who are not planning to change careers and are ready to hit the ground running in this dynamic role at First Water Capital.,

As a professional in the Mutual Fund department, you will be responsible for handling all operations related to Mutual Funds. Your key responsibilities will include: - Conducting evaluation, research, and suggesting investment strategies based on client portfolios. - Executing buying and selling units to effectively manage funds. - Coordinating with clients to ensure their needs are met. - Collaborating with Relationship Managers (RMs) and Fund Managers by attending webinars and seminars of Asset Management Companies (AMCs) for knowledge upgradation. - Onboarding new clients and focusing on the growth of the Assets Under Management (AUM) of the company. Desired Qualifications for this role include: - Having 1-4 years of experience in Mutual Funds. - Ability to interface with various partners such as Mutual Fund companies, insurance companies, CAMS/Karvy, etc. - Proficiency in processing transactions related to equity, Mutual Funds, etc. - Experience in managing investment software that maintains customer portfolios and AUM. - Skill in processing new clients and setting up clients in the back office. Please note that the job location is in Firayalal, Ranchi, Jharkhand, and the role is Full-time. It is required that you can reliably commute or plan to relocate before starting work. Experience in operations for at least 1 year is preferred. Total work experience of 1 year is also preferred for this position. As a professional in the Mutual Fund department, you will be responsible for handling all operations related to Mutual Funds. Your key responsibilities will include: - Conducting evaluation, research, and suggesting investment strategies based on client portfolios. - Executing buying and selling units to effectively manage funds. - Coordinating with clients to ensure their needs are met. - Collaborating with Relationship Managers (RMs) and Fund Managers by attending webinars and seminars of Asset Management Companies (AMCs) for knowledge upgradation. - Onboarding new clients and focusing on the growth of the Assets Under Management (AUM) of the company. Desired Qualifications for this role include: - Having 1-4 years of experience in Mutual Funds. - Ability to interface with various partners such as Mutual Fund companies, insurance companies, CAMS/Karvy, etc. - Proficiency in processing transactions related to equity, Mutual Funds, etc. - Experience in managing investment software that maintains customer portfolios and AUM. - Skill in processing new clients and setting up clients in the back office. Please note that the job location is in Firayalal, Ranchi, Jharkhand, and the role is Full-time. It is required that you can reliably commute or plan to relocate before starting work. Experience in operations for at least 1 year is preferred. Total work experience of 1 year is also preferred for this position.

You will be responsible for coordinating with branches, sub-brokers, and franchises to drive business development. Your role will involve establishing new avenues for business growth and preparing Management Information System (MIS) reports related to business activities across various channels. Additionally, you will be required to liaise with Asset Management Companies to stay updated on fund and scheme information. Key Responsibilities: - Coordinating with branches, sub-brokers, and franchises for business development - Establishing new avenues for business growth - Preparing MIS reports on business activities - Coordinating with Asset Management Companies for Fund/Scheme updates - Executing Mutual Fund trades on BSE StarMF platform - Analyzing Mutual Fund Schemes in Equity & Debt asset classes Qualifications Required: - Excellent written and oral communication skills Please note that the job type for this position is full-time and the work location is in person.,

Role Overview: At Citco, you will be part of a pioneering team in the asset servicing sector, constantly innovating and shaping the future of the industry. As a Fund Accountant, you will play a crucial role in maintaining books and records, preparing financial statements, and analyzing financial data. Your responsibilities will include processing bookkeeping entries, implementing fund structures, and calculating performance fees. You will also be the day-to-day contact for on-shore stakeholders and participate in projects to support the business's expansion. Key Responsibilities: - Maintain and control the general ledger and various sub-ledgers - Prepare financial statements, footnotes, and partner capital statements - Process standard and complex bookkeeping entries - Participate in full cycle accounting activities - Prepare financial data analysis - Implement fund structures into the accounting system - Calculate carried interest/performance/incentive fees - Act as a day-to-day contact with on-shore stakeholders - Identify and escalate any material issues affecting service delivery - Perform any other functions required as part of the business of the Company Qualifications: - Bachelor's Degree in Accounting, Finance, or ACCA equivalent - Minimum of 3-4 years experience in accounting for the financial services sector, particularly Private Equity, Asset Management, or Fund Administration - Knowledge of IFRS and/or USGAAP - Experienced in reviewing and preparing general ledger and financial statements - Strong operations experience with a focus on processes and controls - Excellent communication skills in English (both verbal and written) - Motivated, bright, and diligent individual with the ability to meet deadlines - Team player with the capability to manage individual responsibilities - Sound judgment, problem-solving, and analytical skills - Proficient with Microsoft Applications (Excel, Word, PowerPoint, etc.) - User experience with enterprise accounting system(s) - Experience in Limited Partnership accounting - Private equity/real estate fund administration experience Additional Company Details: Citco prioritizes the wellbeing of its employees and offers a range of benefits, training, education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. The company embraces diversity and encourages applications from individuals with disabilities, providing accommodations upon request for all aspects of the selection process.,

As an Analyst specializing in Fund Accounting and Data Management within the Private Equity domain, your role will involve identifying data gaps, reconciling discrepancies, and enhancing reporting accuracy. You will be a crucial part of the team, utilizing your problem-solving skills to take ownership, drive solutions, and effectively communicate with stakeholders. Key Responsibilities: - Perform detailed fund accounting tasks and financial data analysis for Private Equity structures. - Conduct end-to-end data reconciliation between multiple systems to detect inconsistencies and gaps. - Collaborate with client teams to address issues impacting client reporting and ensure data integrity. - Analyze and optimize current operational workflows to improve efficiency and accuracy. - Develop and maintain advanced Excel models and reports using complex formulas. - Assist in database queries, automation initiatives, and troubleshooting related to systems. - Prepare documentation and status reports for internal and client stakeholders. Required Skills & Experience: - 2-3 years of relevant experience, preferably in Private Equity fund accounting or financial statement analysis. - Strong grasp of fund structures, capital calls/distributions, NAV calculations, and other Private Equity-specific operations. - Hands-on experience in data reconciliation, financial data analysis, and resolving data integrity issues. - Proficiency in Advanced Excel (pivot tables, VLOOKUP/XLOOKUP, IF formulas, nested functions, etc.). - Exposure to databases, workflow automation, and analytical tools. - Excellent problem-solving abilities with a focus on identifying root causes and implementing effective solutions. - Strong verbal and written communication skills. Traits: Aggressive, proactive, and demonstrates strong ownership and accountability.,

As a Fund Manager at Jarvis Invest, your role will be crucial in overseeing investment portfolios, developing financial strategies, and maximizing returns for clients. You are expected to utilize your extensive knowledge of financial markets, strong analytical skills, and proven track record in fund management to excel in this position. Key Responsibilities: - Develop and execute investment strategies to achieve financial objectives. - Monitor market trends, economic conditions, and industry developments for informed investment decisions. - Manage asset allocation, risk assessment, and portfolio diversification effectively. - Conduct thorough research and analysis on various investment opportunities including equities, bonds, and alternative assets. - Make well-informed buy/sell decisions to optimize fund performance. - Ensure compliance with regulatory requirements and company policies. - Prepare detailed financial reports and performance analyses to update stakeholders. - Collaborate with analysts, traders, and financial advisors to enhance investment outcomes. - Build and maintain strong relationships with investors, clients, and financial institutions. Qualifications & Skills: - Bachelors or Masters degree in Finance, Economics, Business, or a related field. - Professional certifications such as CFA, FRM, or CFP are preferred. - 5+ years of experience in fund management, portfolio management, or investment banking. - Strong understanding of financial instruments, market trends, and risk management principles. - Excellent analytical, decision-making, and problem-solving skills. - Ability to work under pressure and make sound investment decisions. - Strong communication and interpersonal skills for client and stakeholder engagement. - Proficiency in financial modeling and investment analysis tools. In addition to the competitive salary offered for this full-time role, Jarvis Invest provides benefits such as cell phone reimbursement, health insurance, paid sick time, and Provident Fund. You will be working day shifts in person at the Vikhroli W location. As a Fund Manager at Jarvis Invest, your role will be crucial in overseeing investment portfolios, developing financial strategies, and maximizing returns for clients. You are expected to utilize your extensive knowledge of financial markets, strong analytical skills, and proven track record in fund management to excel in this position. Key Responsibilities: - Develop and execute investment strategies to achieve financial objectives. - Monitor market trends, economic conditions, and industry developments for informed investment decisions. - Manage asset allocation, risk assessment, and portfolio diversification effectively. - Conduct thorough research and analysis on various investment opportunities including equities, bonds, and alternative assets. - Make well-informed buy/sell decisions to optimize fund performance. - Ensure compliance with regulatory requirements and company policies. - Prepare detailed financial reports and performance analyses to update stakeholders. - Collaborate with analysts, traders, and financial advisors to enhance investment outcomes. - Build and maintain strong relationships with investors, clients, and financial institutions. Qualifications & Skills: - Bachelors or Masters degree in Finance, Economics, Business, or a related field. - Professional certifications such as CFA, FRM, or CFP are preferred. - 5+ years of experience in fund management, portfolio management, or investment banking. - Strong understanding of financial instruments, market trends, and risk management principles. - Excellent analytical, decision-making, and problem-solving skills. - Ability to work under pressure and make sound investment decisions. - Strong communication and interpersonal skills for client and stakeholder engagement. - Proficiency in financial modeling and investment analysis tools. In addition to the competitive salary offered for this full-time role, Jarvis Invest provides benefits such as cell phone reimbursement, health insurance, paid sick time, and Provident Fund. You will be working day shifts in person at the Vikhroli W location.

As a Fund Accountant at the company, your role involves performing and reviewing daily, monthly, quarterly, and annual Fund Accounting functions as assigned. You will be responsible for coordinating with different teams, both internal and external, to perform various daily, monthly, and quarterly tasks. Your key responsibilities will include: - Taking complete ownership and accountability for timely and accurate resolution of cash breaks. - Monitoring the status of aged and significantly sized breaks to ensure timely and accurate resolution by following up with various stakeholders as required. - Assisting and supporting onshore counterparts with special projects and requests. - Collaborating with various internal functional and support groups. - Acting as the primary reviewer and quality assurance of the deliverables produced by your team. - Ensuring that all client deliverables are on time and meet the company's quality standards. - Calculating, booking, and reviewing deal-wise various fees like Management, Incentive/carry, etc., as assigned. - Preparing and reviewing Financial Statements and Investor Reports, including capital calls, distribution schedules, notices, etc. - Identifying fund issues and escalating them to the Manager in a timely manner. - Acting as a trainer for other new joiners in the team to bring them up to speed on the assigned tasks. - Completing daily checklists, time sheets, etc., to keep track of daily issues and escalate them to the Manager/AVP proactively. Your qualifications for this role include: - A Bachelor's or Master's degree in accounting/CA/ICWA/MBA. - Up to 4+ years of fund accounting experience. - Experience working across multiple business areas and/or functions to deliver results. - Experience using partnership accounting applications (e.g., Yardi) will be an added advantage. - High level of proficiency in Excel and Word. - Must be extremely organized, able to multitask, motivated, and innovative. - Must be a self-starter with strong follow-through. - Excellent oral and written communication skills. - Ability to work in a Global Operating Model including virtual teams. Additionally, your role will involve actively involving and contributing to special projects driven by Management and taking the lead in their completion. You will be expected to focus on process automations to reduce manual intervention and strive to implement automation ideas in your team for process improvement. Your primary responsibility will be to ensure standardized tools and templates are used efficiently and to proactively adopt changes and improvements in processes and technology in your team.,

Role Overview: As an Intern in the Pooled Fund Management team at Connor, Clark & Lunn Financial Group in Gurugram, India, you will have the opportunity to gain hands-on experience in asset management operations, with a specific focus on Pooled Fund Management. Your role will involve monitoring NAVs, fund expenses, and accruals across pooled fund structures, supporting fund launches, closures, and restructures, as well as assisting with fund distributions, year-end processes, and regulatory filings. Key Responsibilities: - Monitor NAVs, fund expenses, and accruals across pooled fund structures - Support fund launches, closures, and restructures in coordination with Legal, Product, and Transitions teams - Assist with fund distributions, year-end processes, and regulatory filings - Build and maintain internal fund data trackers - Assist with compiling board and audit deliverables - Monitor compliance of fund and client eligibility and taxability - Prepare fund-level reporting for internal and external stakeholders - Support due diligence and investor inquiries - Assist with fee modeling and fund performance analysis - Liaise with internal teams and external service providers to ensure smooth fund operations - Participate in strategic projects such as fund platform enhancements and service provider reviews Qualifications Required: - MBA or B. Com in Finance/Accounting - Fund accounting experience is preferred - Freshers or candidates with up to 1 year of industry experience - Good knowledge of the securities market - Proficiency in Microsoft Excel - Familiarity with Power BI is preferred but not mandatory - Strong analytical and problem-solving skills - Excellent attention to detail - Good communication and interpersonal skills Additional Details of the Company: Connor, Clark & Lunn Financial Group is an independent and employee-owned firm that partners with investment professionals to grow successful asset management businesses. With over 40 years of history and offices across Canada, the US, the UK, and India, CC&L Financial Group collectively manages over USD$120 billion in assets. They provide a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth, and retail clients. If you are looking to build your career in a dynamic and innovative environment, CC&L Financial Group offers the opportunity to make a real impact. (Note: The application process details have been omitted from the JD as they are not relevant for the job description),

Job Title: Jr. / Sr. Relationship Manager - Wealth Management & Mutual Funds Location: Pune Department: Wealth Management & Mutual Funds Experience: 3-8 years  Role Overview  As a Sr. Relationship Manager - Wealth Management & Mutual Funds, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning.  Key Responsibilities   Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. Understand clients financial goals, risk profiles, life aspirations, and design investment solutions accordingly. Monitor market trends and macroeconomic developments to identify necessary changes in client portfolios. Present detailed investment performance reports, summaries, and financial projections to clients. Educate clients on the benefits of financial planning and assist in the creation and execution of personalized plans. Demonstrate strong product knowledge across mutual funds, bonds, PMS, corporate FDs, and other financial instruments. Guide clients through market cycles and help them avoid common behavioral investing pitfalls. Ensure a high share of wallet from each client by delivering outstanding service and trust. Acquire new clients through referrals, personal networks, and targeted lead-generation activities. Act as the Voice of the Client, collaborating with internal teams to improve client satisfaction and product offerings.  Candidate Profile  Educational Qualifications Postgraduate degree in Finance, Business Administration, Economics, or a related field. Certifications NISM Series V-A (mandatory must be completed within 60 days of joining if not already held). CFP (Certified Financial Planner) preferred. Experience 3 to 8 years of relevant experience in wealth management, mutual funds, financial advisory, or investment consulting.  Skills & Attributes   Excellent communication and interpersonal skills. Strong understanding of personal finance and financial markets. High ethical standards with a client-first approach. Empathetic, trustworthy, and solutions-oriented. Self-driven, organized, and capable of handling a dynamic work environment. Willingness to travel locally as per client engagement needs. Strong team player with the ability to collaborate across functions.

Role Overview: You are sought after to join the team as a skilled SAP FICO Consultant with 5 to 10 years of experience. Your primary responsibility will be to lead SAP FICO module implementations, upgrades, and enhancements. In addition, you will collaborate with business stakeholders, configure and customize SAP FICO modules, provide expert advice on best practices, conduct system testing, and train end-users. Key Responsibilities: - Lead SAP FICO module implementations, upgrades, and enhancements. - Collaborate with business stakeholders to gather and analyse requirements. - Configure and customize SAP FICO modules to meet business needs. - Provide expert advice on SAP best practices and industry standards. - Conduct system testing, validation, and troubleshooting for optimal performance. - Train and support end-users in SAP FICO functionalities. - Develop and maintain documentation for configurations, processes, and training materials. - Integrate SAP FICO with other SAP modules and third-party systems. - Stay updated with SAP FICO trends and recommend process improvements. Qualifications Required: - Minimum of 2 years of experience in a full cycle implementation as well as in support projects. - Experience in FI integration points with other SAP modules like MM, HR, PP, and PM. - Ability to work effectively in a team environment.,

As a Product Administration professional in the Asset Management team at J.P. Morgan Asset Management (Europe) S. r.l. (JPMAME), you will play a crucial role in supporting the oversight and supervision of Alternative investment products. Your responsibilities will include: - Conducting and documenting risk-based oversight controls on Alternative funds NAVs calculated by external service providers. - Preparing, reviewing, and formalizing documentation of the JPMAME Valuation Committee. - Defining and owning the formalization of periodic reviews and updates to alternative funds valuation and NAV oversight policies and procedures. - Supporting new product launch or onboarding-related projects by identifying and implementing new control models for new alternative funds. - Assisting in identifying the risk profile of the Alternative funds and supporting regulatory reporting. - Handling internal/management or external queries related to valuation and NAV monitoring controls and other matters regarding the alternative funds. Qualifications Required: - Proven experience with alternative funds in a fund administration, audit, or fund manager oversight role in an international environment. - Understanding of Alternative Investments valuation methodologies in compliance with regulatory requirements and industry guidelines. - Robust understanding of Alternative fund structures, operational processes, financial reporting, and the overall fund regulatory environment. - Relevant experience of at least 5 years in the fund administration, audit, or fund manager oversight of Luxembourg Alternative funds. J.P. Morgan Asset Management (Europe) S. r.l. (JPMAME) is the designated Luxembourg Alternative Investment Fund Manager (AIFM) of J.P. Morgan Asset Management's alternative investment products. JPMAME provides supervision and oversight of fund activities, including those delegated to third parties. This role aims to support the fast-growing Alternative funds pipeline and the implementation of the AIFM Alternatives oversight model.,

You are invited to kickstart your career in Mutual Funds & Wealth Management with DR. Shares & Stock Brokers in Chandigarh. As a Wealth Management Trainee, you will have the opportunity to work on mutual fund operations, SIP planning, market research, and client interactions. This role is tailored for freshers with basic finance knowledge, good English communication skills, and a keen interest in investments. Full training will be provided to candidates who are enthusiastic about learning and personal growth. Key Responsibilities: - Conduct client Zoom meetings & portfolio discussions - Support SIP planning & goal-based recommendations - Track mutual fund performance & market updates - Maintain client follow-ups & documentation - Assist advisors in portfolio review & reporting Qualifications Required: - Freshers / 02 yrs experience (Finance / Commerce / Banking / MF / Broking) - Basic understanding of mutual funds, SIPs & investments - Good English communication is mandatory - Strong interest in wealth management, financial markets & client handling - Preferred but not required: NISM V-A, finance internships The salary offered for this position ranges from 15,000 to 25,000 per month and is negotiable. Additionally, you will receive a Mobile & Internet allowance, Health Insurance, Paid Leaves, and Career Growth Opportunities. The work hours are from Mon-Fri: 8:45 AM to 5:30 PM, Sat: 10:00 AM to 2:00 PM, and you will have the 4th Saturday off. If you are ready to take on this exciting opportunity, please send your CV to recruiter@drbrokers.in. For further inquiries, you can contact 70823 77726. #MutualFundsJobs #WealthManagementJobs #FinanceTrainee #FinanceFresher #FreshersHiring #EntryLevelJobs #InvestmentJobs #FinanceCareers #PortfolioManagement #ChandigarhJobs #TricityJobs #HiringNow,

As a Junior Analyst in the Accounting Control Team, you will play a crucial role in upholding the integrity of the Aladdin Accounting Book of Record. Your primary responsibilities will revolve around investigating and resolving Quality Control (QC) checks to ensure the accuracy of data for client valuation reporting and performance calculations. You will collaborate with internal teams to validate accounting datasets, prepare periodic valuation reports, and address queries related to Accounting Control activities. Building strong relationships within the team and with other operational areas will be key to your success in this role. Key Responsibilities: - Support the Accounting Control team by completing assigned daily tasks. - Conduct quality control checks on the Aladdin Accounting platform, utilizing dashboards for monitoring. - Assist in preparing datasets for periodic valuation reports with a focus on accuracy and timeliness. - Resolve basic queries and uphold high business control standards. - Adhere to standard processes and procedures to maintain global consistency. - Participate in the review of systems and workflows, providing suggestions for improvements. - Escalate issues beyond agreed standards to Senior Analysts. - Foster positive working relationships with team members and other stakeholders. - Collaborate effectively with internal and external partners. Qualifications Required: - Strong communication skills, both written and verbal. - Excellent problem-solving abilities and keen attention to detail. - Effective organization and prioritization skills. - Willingness to learn and grow professionally. - Proficiency in MS Excel and MS Word. - Interest in the securities or fund management industry is a plus. - Open to feedback, adaptable to change, and driven to enhance performance. - Enjoy working collaboratively within a team environment. - Interested in contributing to an innovative and adaptable team culture. About the Company: The company values individuals who are organized, analytical, and comfortable working with numbers. They seek candidates who are dedicated to delivering quality work, adaptable to changing requirements, and capable of managing tasks efficiently within strict deadlines. A service-oriented mindset, strong teamwork skills, and enthusiasm for learning are highly valued qualities in potential team members.,

You will be responsible for ensuring the accurate and timely delivery of accounting services across various functions such as onboarding, instrument setup, change management, reconciliations, and query resolution. This role will require strong coordination with internal stakeholders, a deep understanding of portfolio accounting, and a proactive approach to service improvements, automation, and operational risk management. **Key Responsibilities:** - Ensure accurate application of accounting methodology during client onboarding and mandate restructures, including system configuration (Aladdin, VRS, Performance architecture). - Ensure correct accounting methodology is applied during new instrument setup within defined SLAs. - Support sensitive clients with bespoke accounting service offerings. - Draft and manage detailed change requests related to BAU or Non-Core projects. - Provide accurate, timely responses to RFPs and due diligence queries. - Reconcile client accounting records with third parties where required. - Resolve complex accounting queries from internal and external stakeholders. - Represent Accounting Services in relevant platform change groups. - Maintain strong business controls and ensure compliance with operational policies. - Continuously improve systems, workflows, and automation opportunities. - Identify training needs and contribute to team knowledge development. - Escalate issues beyond service thresholds to the Team Leader appropriately. - Build and manage effective relationships with internal clients, external partners, and other operational teams. - Take ownership of escalated issues and drive effective, long-term solutions. **Qualifications Required:** - Strong portfolio accounting experience, ideally within the Securities or Fund Management industry. - Good knowledge of Aladdin, VRS, or similar performance and accounting systems. - Excellent interpersonal and communication skills (both written and verbal). - Strong client service orientation and stakeholder management skills. - Proactive problem solver with a high level of attention to detail. - Strong organizational and prioritization skills; able to manage workload independently. - Advanced MS Excel and solid MS Word skills. - Demonstrated understanding of operational risk in accounting processes. - Experience drafting and managing change requests or project participation. - Experience working with sensitive/high-value clients or bespoke client solutions. - Achieved appropriate Training & Competency qualifications (e.g., IAQ or equivalent). **About UST:** UST is a global digital transformation solutions provider. With over 30,000 employees in 30 countries, UST partners with clients to embed innovation and agility into their organizations, making a real impact through transformation. Powered by technology and inspired by people, UST aims to build for boundless impact, touching billions of lives in the process.,

As the Head of Internal Control Unit at the leading Fund Management Company, your role will involve designing and implementing internal control mechanisms within local and international regulatory frameworks. You will be fully responsible for ensuring the organization achieves third-party approvals like SAS 70 (SOC1) while aligning with company policies and identifying potential areas of risk. Key Responsibilities: - Proactively detect risks and develop strategies to mitigate them. - Continually improve the company's risk management framework. - Conduct regular SOC 1 audits to uphold stringent controls over business operations. - Guide and train staff on risk management and internal control processes. - Lead internal audits across business units to ensure consistent adherence to policies and regulatory standards. - Prepare detailed reports on internal control and risk management for senior management review. - Assist in building and developing the Internal Control Unit team. Qualifications Required: - Minimum of 20 years of experience in internal control or audit functions. - Strong understanding of capital market processes and regulations. - Educational background in either Chartered Accountancy (CA) or Master of Business Administration (MBA). If you find this opportunity exciting, kindly reach out via email to shivani@thepremierconsultants.com.,

As a Wealth Management Trainee at DR. Shares & Stock Brokers in Chandigarh, you will kickstart your career in Mutual Funds & Wealth Management. This role is ideal for freshers with basic finance knowledge, strong English communication skills, and a keen interest in investments. Full training will be provided to candidates who are enthusiastic about learning and growing in this field. Key Responsibilities: - Conduct client Zoom meetings & portfolio discussions - Support SIP planning & goal-based recommendations - Track mutual fund performance & market updates - Maintain client follow-ups & documentation - Assist advisors in portfolio review & reporting Qualifications Required: - Freshers / 0-2 years of experience in Finance, Commerce, Banking, Mutual Funds, or Broking - Basic understanding of mutual funds, SIPs & investments - Good English communication skills - Strong interest in wealth management, financial markets & client handling - Preferred but not required: NISM V-A, finance internships Salary & Benefits: - Salary: 15,000-25,000/month (Negotiable) - Additional perks: Mobile & Internet allowance, Health Insurance, Paid Leaves, Career Growth Opportunities Work Hours: - Mon-Fri: 8:45 AM - 5:30 PM - Sat: 10:00 AM - 2:00 PM - 4th Sat Off To apply, send your CV to recruiter@drbrokers.in. For any queries, contact 70823 77726.,

As a Financial Associate specializing in Demat & Wealth Management at Mint Capital, you will play a crucial role in assisting clients with various financial services. Your primary responsibilities will include: - Assisting clients with Demat account opening, KYC compliance, and providing trading support. - Offering market insights and investment guidance on a wide range of products including SIPs, Mutual Funds, Bonds, IPOs, ULIPs, and Lumpsum Funds. - Advising clients on Life & Health Insurance solutions to cater to their specific needs. - Supporting clients in portfolio building and wealth creation strategies. - Managing client queries, maintaining follow-ups, and fostering strong relationships. - Achieving sales targets while upholding compliance standards and professionalism. To excel in this role at Mint Capital, we are looking for individuals who possess the following qualities: - Strong interest and knowledge in the stock market and investment products. - Excellent communication skills and the ability to handle clients effectively. - A sales-oriented mindset coupled with analytical thinking capabilities. - Previous experience in broking, financial advisory, wealth management, or insurance sales is advantageous. - Possession of relevant certifications such as NISM, IRDAI, or AMFI would be an added advantage. In addition to a competitive compensation package, as a part of Mint Capital, you can look forward to the following perks and benefits: - Lucrative incentives offered at every level. - Travel benefits and food coupons to enhance your overall experience. - Sponsorship for relevant certifications to support your professional growth. - Fast-track career advancement opportunities within the organization. Join Mint Capital today by sending your CV to hr@mintcapitalindia.com and embark on a journey towards building successful financial futures together. For further inquiries, you can contact us at 8602224967 or 8817955277.,

As a Research Analyst at our company, you will be responsible for conducting market research, analyzing financial data, monitoring investment performance, and providing actionable insights to support strategic investment decisions. Key Responsibilities: - Conduct fundamental and technical analysis of stocks, mutual funds, and other investment instruments. - Prepare detailed equity research reports, forecasts, and financial models. - Track market trends, company news, macroeconomic indicators, and sectoral developments. - Evaluate portfolio performance and recommend adjustments based on market movements. - Support fund managers in developing investment strategies and asset allocation decisions. - Prepare investment presentations and reports for internal stakeholders and clients. - Use statistical tools and financial models to assess risk, returns, and valuations. - Stay updated with SEBI regulations, market announcements, and global financial news impacting investments. Required Skills & Qualifications: - Bachelors or Masters degree in Finance, Economics, Commerce, or related fields. - 3-5 years of experience in equity research, portfolio management, or fund analysis. - Strong understanding of financial statements, valuation models (DCF, PE, EV/EBITDA, etc.), and investment metrics. - Proficiency in Excel, Bloomberg, Capital IQ, or similar research tools. - Knowledge of technical indicators, charting tools, and trading platforms. - Strong command of financial modeling and quantitative analysis. - Excellent written and verbal communication skills.,