mutual-funds-jobs-in-latur, Latur

1 Mutual Funds Jobs nearby Latur

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posted 2 months ago

Insurance Consultant

Aspire ERP Systems Hiring For An MNC Client OF Aspire Erp System
experience2 to 7 Yrs
Salary1.5 - 4.5 LPA
location
Latur, Nanded+8

Nanded, Ahmednagar, Nashik, Pimpri Chinchwad, Ratnagiri, Bhandara, South Goa, North Goa, Panaji

skills
  • equity sales
  • marketing
  • field sales
  • mutual funds
  • marketing manager
Job Description
Dear Candidate,  Greetings from Aspire ERP Systems!!!!!!!MEGA WALKIN DRIVE FOR MNC LIFE INSURANCE COMAPNAY, SAME DAY OFFER If you are Challenging, Career Oriented, we give you an opportunity to be better. Be daring, be first, be different, be best. Interested candidates can apply by sending cv to: aspireerpjobs10@gmail.com or call Akash on 8956912470  Job Responsibilities: To recruit and manage a team of distributors / partners and generate business through them on Monthly Basis Mobilizing & Managing business through the distributors / channel partners Daily reporting of Achievements Doing Performance Review of your distributors / partners Ensuring productivity on monthly basis Training, Mentoring and motivating the distributors/partners  Qualification:Minimum Graduate  Experience: Field Sales Experience of 2+ years will be an added advantage.
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posted 6 days ago

Personal Banker

Live Connections.
experience1 to 6 Yrs
Salary1.0 - 4.0 LPA
location
Maharashtra, Tamil Nadu+4

Tamil Nadu, Andhra Pradesh, Telangana, Delhi, Karnataka

skills
  • credit cards
  • insurance
  • consumer banking
  • field sales
  • mutual funds
  • mortgage
  • banking sales
  • casa
  • personal loan
  • personal banker
Job Description
Job Role- Personal Banker Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a uniqueposition to help our customers realise their dreams and ambitions. As a marketleader in the consumer banking business, DBS has a full spectrum of products andservices, including deposits, investments, insurance, mortgages, credit cards andpersonal loans, to help our customers realise their dreams and aspirations at everylife stage. Our financial solutions are not only the best in the business they weremade just for you.  Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc && manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1 - 2 years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication && Listening Skills Goal / Target oriented IRDA && AMFI certification is preferred. This is a must post joining. Excellent verbal and written communication skills Banking Knowledge Computer Skills && Digital Knowledge Good Network in the Market  Contact Person- Adam Email- adam@livecjobs.com Contact-  8778148373
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posted 6 days ago
experience3 to 6 Yrs
Salary4.0 - 9 LPA
location
Maharashtra, Tamil Nadu+4

Tamil Nadu, Andhra Pradesh, Telangana, Delhi, Karnataka

skills
  • credit cards
  • customer satisfaction
  • mortgage loans
  • branch sales
  • mutual funds
  • banking sales
  • branch relation
  • branch relationship manager
  • insuarance
Job Description
Job Role- Branch Relationship Manager  As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help ourcustomers realise their dreams and ambitions across ~500 branches in the country. As a market leaderin the consumer banking business, DBS has a full spectrum of products and services, includingdeposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards andpersonal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBSclients having an AUM INR 1 million through need-based approach and ensure clientcoverage and product penetration through cross-sell and up-sell of DBS products and services. To manage && maintain the highest customer satisfaction and service levels through pro-activeclient engagement && relationship management, coordinating internally with DBS Service andDistribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly && annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation && execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.  Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an addedadvantage Contact Person- Adam Contact detail- 8778148373 Email- adam@livecjobs.com
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posted 2 days ago

Sales Manager

Orbitouch Outsourcing Private Limited
experience2 to 7 Yrs
Salary2.5 - 6 LPA
location
Navi Mumbai, Pune+2

Pune, Jaipur, Mumbai City

skills
  • sales
  • mutual funds sales
  • b2b sales
  • ifa
Job Description
Urgent Hiring for Manager / Sr. Manager Independent Financial (Jaipur, Pune, Mumbai)  Profile: Manager / Sr. Manager Independent FinancialLocation- Jaipur, Pune, MumbaiExperience- 2 yearsCtc- upto 7 Lpa (Depends on interview)Working Days- 6 days Reporting To: National Head  Key Highlights:   3 decades of experience in Capital Markets   SEBI registered Category I Merchant Banker Association s Membership of NSE, BSE, BSE WDM, MCX, NCDEX, MCX-SX, CDSL Access to Majority International Exchanges   Pan India Presence (Headquartered in Ahmedabad and Branch Offices in 8 Cities) Team of 250+ professionals (CA, CFA, CS, Financial Experts) and senior management with 20+ years of experience   Associated with All Major Institutional Investors including Mutual Funds, Banks, Insurance Companies, NBFCs and Others   Serving 750+ Major Corporates, Family Offices and 1000+ Retirement Funds C Pension Funds Across the Nation  Key Responsibilities:   Strategic Planning and Leadership:   Develop and execute the sales strategy to drive business growth through the Independent Financial Advisor (IFA) channel. Identify and capitalize on new business opportunities to expand the IFA network. Provide strategic insights and recommendations to senior management for scaling the business.   Relationship Management:   Build and nurture strong relationships with IFAs to ensure high engagement and retention. Address concerns and provide solutions to IFAs to ensure satisfaction and long-term collaboration. Conduct regular meetings, training, and workshops to keep IFAs updated about products and services.   Sales and Business Development:   B2B sales by onboarding and activating high-performing IFAs. Collaborate with the product and marketing teams to design value propositions tailored for the IFA segment. Analyze market trends, competition, and client feedback to identify gaps and opportunities.   Compliance and Reporting:   Ensure adherence to regulatory guidelines and organizational policies in all sales activities. Prepare and present periodic sales reports, forecasts, and performance analyses to the management. Collaborate with compliance teams to ensure IFAs follow all necessary regulations and processes. Qualifications and Skills Required: Bachelors/Masters degree in Business Administration, Finance, or a related field. Minimum 2 years of experience in B2B sales, in wealth management industry. Proven track record of managing and growing the IFA network. Strong understanding of financial products, including mutual funds, insurance, and portfolio management services. Excellent communication, negotiation, and relationship-building skills. Proficiency in using CRM tools, MS Office, and data analytics software. Strategic thinker with strong leadership and team management capabilities. Key Competencies: Goal-oriented and results-driven approach. Ability to manage multiple priorities and thrive in a fast-paced environment. Strong problem-solving and decision-making skills. Adaptability and willingness to embrace change. || Interested candidates can share there CV on Mail or What's app for Shortlisting ||  Thanks & regards. Manshi Agnihotri (HR) Mob-+91-9266128961Manshi@orbitouch-hr.com
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posted 0 days ago

Sales Support- Operations

Skywings Advisors Private Limited
experience1 to 5 Yrs
Salary2.5 - 4.5 LPA
location
Mumbai City
skills
  • back office
  • lead management
  • client onboarding
  • account opening
  • crm
  • operations
  • sales operations
  • mutual fund operations
  • ifa
  • scheme onboarding
Job Description
Hi, We are hiring for one of the leading financial services.  Role- Sales Support - Operations Location- Mumbai Role Overview The Sales Support & Operations Executive plays a critical role in enabling the sales team to achieve business targets by managing operational processes, coordinating with internal departments, ensuring timely documentation, and maintaining accurate sales data. The role requires strong organizational skills, financial product understanding, and the ability to streamline processes for sales efficiency. Education Graduate/Post-Graduate in Commerce, Finance, Business Administration, or related field. Experience 1 to 5 years in sales support, operations, or back-office roles in financial services: NBFC Wealth Management Capital Market If interested, kindly connect on 9759214474. Rimjhim
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posted 2 months ago
experience1 to 5 Yrs
Salary3.0 - 5 LPA
location
Bangalore, Noida+6

Noida, Chennai, Hyderabad, Gurugram, Mumbai City, Delhi, Ahmedabad

skills
  • equity advisory
  • investment advisory
  • sip
  • demat accounts
  • mutual funds sales
  • insurance
  • equity sales
  • securities
Job Description
Equity Advisor -Mutual Funds - Budget 3 LPA to 5 LPA Work location - Delhi. Banglore. Chennai & Ahemdabad . Mumbai and  Hyderabad Graduate degree with minimum 6 months to 3yrs maximum in mutual funds Sales/ Deemat Account Sales/SIP Sales/Equity Sales/Insurance Sales. Excellent English Speaking skills + Hindi + Local State language Age limit not above 32 yrs DL + Own 2- Wheeler Call 8377024167 OR brdassociates@workmail.com
posted 4 days ago

Mutual Fund Advisor

ROOTS RECRUITMENT SERVICE
experience2 to 6 Yrs
location
Maharashtra
skills
  • Business Development
  • MIS
  • Asset Management
  • Equity
  • Debt
  • Communication
  • Coordinating
  • Mutual Fund
Job Description
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.,
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posted 2 months ago
experience4 to 8 Yrs
location
Pune, Maharashtra
skills
  • Fund accounting
  • Financial Reporting
  • equities
  • IFRS
  • US GAAP
  • Interpersonal skills
  • Knowledge about capital market
  • Good accounting knowledge
  • Mutual fund
  • Hedge Fund industry knowledge
  • Understanding of derivatives
  • fixed income securities
  • NPORT NMFP NCEN filing
  • Lux GAAP
  • Irish GAAP
  • Middle Office Processing
  • Process setupmigration
  • Good communication skills
  • Domain skills
  • MS Office MS Excel
  • MS Word
Job Description
As part of the team at Citi, you will be joining a group of over 230,000 dedicated individuals worldwide. Your career with Citi offers you the chance to advance professionally, contribute to your community, and create a meaningful impact. **Key Responsibilities:** - Prepare and review financial statements/regulatory reports such as Balance sheet, PnL, Schedule of Investment, cash flows, Notes to the accounts following applicable GAAP. - Serve as a subject matter expert for the team. - Adhere to US GAAPs, IFRS, Lux GAAPs, and IRISH GAAPs. - Aid Seniors with performance data, update trackers, and KPIs. - Document processes and maintain SOPs. - Drive process improvements and quality enhancements. - Conduct process training for new team members. - Meet SLAs. - Demonstrate good teamwork and quick learning abilities. - Should be open to working in shifts and flexible hours based on process requirements. **Qualifications Required:** - 4-6 years of experience in Fund accounting/ Financial Reporting for hedge funds or mutual funds. - Knowledge of capital markets. - Strong accounting skills are essential. - Familiarity with Mutual fund and Hedge Fund industry. - Understanding of derivatives, equities, and fixed income securities. - Experience with N-PORT / NMFP / NCEN filing, Financial Reporting profile, preparation of financial statements per IFRS, US GAAP, Lux GAAP, and Irish GAAP. - Previous exposure to BPO/captive on capital markets back office processes. - Expertise in Business Areas like Middle Office Processing, Financial Reporting, and Fund accounting. - Experience in process set-up/migration of work from onshore is preferred. - Education: B. Com, M. Com, Postgraduate Degree majoring in Accounting or Finance from a recognized business institute/university. - Professional qualifications like CA, CFA, and CPA would be advantageous. - Skills: Strong communication skills, domain expertise, interpersonal skills, proficiency in MS Office (especially Excel and Word). If you are a person with a disability requiring accommodation to utilize our search tools or apply for a career opportunity, please review our Accessibility at Citi. For further details on Citis EEO Policy Statement and the Know Your Rights poster, please refer to the provided resources.,
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posted 2 weeks ago
experience10 to 14 Yrs
location
Maharashtra
skills
  • Finance
  • Sales
  • Mutual Funds
  • Institutional Sales
  • MBA
  • AMC Industry
Job Description
As an MBA with finance and sales specialization and 10 years of experience in AMC Industry in Mutual Funds institutional sales, you will play a crucial role at ##TRUST's Mumbai office. Your core responsibilities will include: - Acquiring new clients and expanding the institutional/corporate client base for the Mutual Funds business - Identifying potential sales leads through market research and converting them into valuable business relationships - Capitalizing on market opportunities to establish new client relationships and accounts - Developing innovative strategies for client acquisition - Providing advisory services to corporate clients based on their cash flow forecasting - Analyzing client portfolios and offering necessary recommendations - Ensuring the highest levels of customer service to maintain client satisfaction If you meet the qualifications and are interested in this exciting opportunity, please send your candidature to talent@trustgroup.in.,
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posted 2 weeks ago
experience0 to 3 Yrs
location
Maharashtra
skills
  • Client Relationship
  • Sales
  • Verbal Communication
  • Written Communication
  • Interpersonal Skills
Job Description
Role Overview: As a Virtual Relationship Manager MFD at our company, your primary responsibility will be to engage with empanelled Mutual Fund Distributors (MFDs) and identified ARN holders to motivate and enable them to expand their business with us. You will manage a book of MFDs through digital interactions, drive business growth, ensure smooth onboarding of new distributors, and maintain regular communication to update them on products and services. Key Responsibilities: - Manage an assigned book of MFDs through digital interactions. - Drive business growth by conducting product sessions, pitching solutions, and enabling conversions. - Ensure seamless onboarding of new distributors and provide real-time assistance via calls, emails, chat, and video meetings. - Maintain regular communication to update MFDs on new products, services, and business opportunities. Address and resolve queries/issues in a timely and professional manner to ensure strong engagement and trust. Qualifications & Skills: - 02 years of client relationship/sales experience in BFSI preferred. - Strong verbal and written communication skills. - Proficiency in English, Hindi, and at least one regional language. - Freshers with strong interpersonal skills are welcome. What We Offer: - Be part of one of the fastest-growing AMCs in India. - Structured training and development programs to enhance professional skills. - Collaborative, inclusive, and growth-oriented work culture. - Opportunity to build a career in wealth & asset management distribution. If you're passionate about building strong distributor relationships and want to be at the heart of India's growing asset management story, we would love to hear from you!,
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posted 2 months ago
experience1 to 5 Yrs
location
Maharashtra
skills
  • mutual fund operations
  • KYC processes
  • Graduation degree
  • Proficiency in mutual fund operations
Job Description
You will be responsible for handling mutual fund operations with a minimum of 1 year of experience. Your key responsibilities will include: - Managing mutual fund operations efficiently - Handling KYC processes effectively Qualifications required for this role are: - Graduation degree - Proficiency in mutual fund operations The company offers Provident Fund benefits.,
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posted 2 months ago

Supervisor - Fund Admin & Reporting

Franklin Templeton India
experience8 to 12 Yrs
location
Maharashtra
skills
  • IFRS
  • Taxation
  • Accounting
  • Ind AS
  • SEBI Mutual Fund Regulations
  • Reporting Automation
Job Description
You will be part of a dynamic team at Franklin Templeton, contributing to the development of new and innovative ways to assist clients in achieving their investment goals. The firm's diversified services in asset management, wealth management, and fintech offer a broad spectrum of opportunities for investors worldwide. Your role will involve leading projects, ensuring compliance with regulations, overseeing financial statements preparation, and driving process improvement initiatives to enhance efficiency and accuracy. - Lead the preparation and review of financial statements under Ind AS and IFRS for mutual funds - Ensure compliance with SEBI, Income Tax Act, GST, and other applicable regulations - Oversee NAV computation, regulatory/internal reportings, and valuation of securities - Manage statutory & internal audits, regulatory inspections, and closure of audit findings - Collaborate with fund administrators, custodians, tax consultants, and external stakeholders - Ensure timely and accurate computation, review, and filing of all tax returns - Track and implement changes in direct tax and indirect tax - Lead and mentor a team of professionals, fostering a problem-solving culture - Collaborate with cross-functional teams - Drive automation, digitization, and process improvement projects - CA with 8-12 years of relevant experience - Strong technical expertise in Ind AS, IFRS, SEBI Mutual Fund Regulations, and taxation - Hands-on experience in implementing accounting/reporting automation preferred Franklin Templeton is dedicated to providing a welcoming culture where employees can reach their professional and personal potential. The company values diversity and offers a wide range of benefits to support employee well-being, including professional development opportunities, educational assistance, medical and life insurance, personal loan assistance, ESIP, annual recognition program, paternity leave, and more. Located in the heart of Mumbai, the One International Centre provides a vibrant work environment with convenient access to transportation options.,
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posted 2 weeks ago
experience4 to 8 Yrs
location
Pune, All India
skills
  • Fund accounting
  • Financial Reporting
  • Capital market
  • Accounting
  • Derivatives
  • Equities
  • Fixed income securities
  • IFRS
  • US GAAP
  • Balance sheet
  • PnL
  • MS Office
  • Interpersonal skills
  • Mutual fund
  • Hedge Fund industry
  • NPORT
  • NMFP
  • NCEN filing
  • Lux GAAP
  • Irish GAAP
  • Middle Office Processing
  • Business Areas
  • Process setupmigration
  • Schedule of Investment
  • Cash flows
  • Notes to the accounts
  • Good communication
  • Domain skills
Job Description
As a Fund Accounting and Financial Reporting professional at Citi, you will play a crucial role in preparing and reviewing financial statements/regulatory reports such as Balance sheet, PnL, Schedule of Investment, cash flows, and Notes to the accounts in compliance with applicable GAAP standards like US GAAP, IFRS, Lux GAAP, and IRISH GAAP. Your responsibilities will include acting as a subject matter expert for the team, assisting seniors with performance data, maintaining required trackers and KPIs, documenting processes and SOPs, ensuring continuous quality improvement, conducting process trainings for new members, meeting SLAs, and being a valuable team player. Additionally, you should be a quick learner, willing to work in shifts, and possess a Bachelor's degree or equivalent experience in Accounting or Finance. Qualifications Required: - 4-6 years of experience in Fund accounting/ Financial Reporting for hedge funds or mutual funds - Knowledge about the capital market - Good accounting knowledge - Knowledge of Mutual fund and Hedge Fund industry - Understanding of derivatives, equities, and fixed income securities - Experience in N-PORT / NMFP / NCEN filing, Financial Reporting, and preparation of financial statements per IFRS, US GAAP, Lux GAAP, and Irish GAAP - Prior experience in BPO/captive on capital markets back office processes - Expertise in Middle Office Processing, Financial Reporting, and Fund accounting - Experience in process set-up/migration of work from onshore preferred - Education: B. Com, M. Com, Postgraduate Degree majorly in Accounting or Finance - Professional qualifications like CA, CFA, and CPA will be an added advantage Key Responsibilities: - Prepare and review financial statements/regulatory reports - Act as subject matter expert - Follow US GAAPs, IFRS, Lux GAAPs, and IRISH GAAPs - Assist seniors with performance data and updating trackers - Conduct process documentation and SOPs - Ensure process initiatives and quality improvement - Provide process trainings to new members - Meet SLAs - Be a good team player Skills Required: - Good communication and domain skills - Strong interpersonal skills - Proficiency in MS Office (MS Excel and MS Word) As a Fund Accounting and Financial Reporting professional at Citi, you will play a crucial role in preparing and reviewing financial statements/regulatory reports such as Balance sheet, PnL, Schedule of Investment, cash flows, and Notes to the accounts in compliance with applicable GAAP standards like US GAAP, IFRS, Lux GAAP, and IRISH GAAP. Your responsibilities will include acting as a subject matter expert for the team, assisting seniors with performance data, maintaining required trackers and KPIs, documenting processes and SOPs, ensuring continuous quality improvement, conducting process trainings for new members, meeting SLAs, and being a valuable team player. Additionally, you should be a quick learner, willing to work in shifts, and possess a Bachelor's degree or equivalent experience in Accounting or Finance. Qualifications Required: - 4-6 years of experience in Fund accounting/ Financial Reporting for hedge funds or mutual funds - Knowledge about the capital market - Good accounting knowledge - Knowledge of Mutual fund and Hedge Fund industry - Understanding of derivatives, equities, and fixed income securities - Experience in N-PORT / NMFP / NCEN filing, Financial Reporting, and preparation of financial statements per IFRS, US GAAP, Lux GAAP, and Irish GAAP - Prior experience in BPO/captive on capital markets back office processes - Expertise in Middle Office Processing, Financial Reporting, and Fund accounting - Experience in process set-up/migration of work from onshore preferred - Education: B. Com, M. Com, Postgraduate Degree majorly in Accounting or Finance - Professional qualifications like CA, CFA, and CPA will be an added advantage Key Responsibilities: - Prepare and review financial statements/regulatory reports - Act as subject matter expert - Follow US GAAPs, IFRS, Lux GAAPs, and IRISH GAAPs - Assist seniors with performance data and updating trackers - Conduct process documentation and SOPs - Ensure process initiatives and quality improvement - Provide process trainings to new members - Meet SLAs - Be a good team player Skills Required: - Good communication and domain skills - Strong interpersonal skills - Proficiency in MS Office (MS Excel and MS Word)
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posted 2 weeks ago

Mutual Fund Operations Associate

Enrichwise Financial services private limited.
experience3 to 7 Yrs
location
Navi Mumbai, Maharashtra
skills
  • MS Word
  • Excel
  • Insurance
  • Basic written
  • verbal communication skills
  • Familiarity with open office applications
  • Knowledge of Financial Securities market
Job Description
As a Customer Service Representative, your role involves handling customer queries and concerns through various communication channels. You will be responsible for resolving queries by providing accurate and timely information and solutions to customers. Collaboration with team members is essential to ensure efficient customer service. Additionally, you will need to maintain documentation of customer interactions and transactions. Key Responsibilities: - Handle customer queries and concerns through various communication channels - Resolve queries by providing accurate and timely information and solutions - Collaborate with team members to ensure efficient customer service - Maintain documentation of customer interactions and transactions Qualifications Required: - Basic written and verbal communication skills - Familiarity with open office applications, MS Word, and Excel - Graduation in finance-related stream or Bcom, BBI, BFM - NISM Series 5 A Certification is a plus and will be given preference - Knowledge of Financial & Securities market and Insurance - 3-5 years of relevant experience In addition to the responsibilities and qualifications mentioned, the job offers benefits such as Provident Fund. The work location for this full-time, permanent position is in person.,
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posted 2 months ago

Mutual Fund Advisor

Wright Research
experience1 to 5 Yrs
location
Maharashtra
skills
  • Client Acquisition
  • Relationship Management
  • Market Knowledge
  • Compliance
  • Client Education
  • Client Support
  • Financial Planning
  • MS Office
  • Financial Assessment
  • Goal Setting
  • Investment Advice
  • Portfolio Construction
  • Portfolio Monitoring
Job Description
As a Mutual Fund Advisor at our company in Varthur, you will assist clients in achieving their financial goals through informed investment decisions. Your responsibilities will include: - **Client Acquisition and Relationship Management:** - Identify and acquire new clients through networking and referrals. - Build strong and lasting relationships with clients based on trust. - Act as the primary contact for client inquiries, providing exceptional service. - **Financial Assessment and Goal Setting:** - Conduct thorough assessments of clients" financial situations. - Understand clients" financial goals, risk tolerance, and investment time horizon. - **Investment Advice and Portfolio Construction:** - Analyze mutual fund schemes based on performance, risk factors, and investment objectives. - Recommend suitable schemes aligned with clients" goals and profiles. - Develop personalized investment portfolios with diversification. - **Portfolio Monitoring and Review:** - Regularly monitor portfolio performance. - Provide updates and recommend adjustments based on market conditions. - **Market Knowledge and Compliance:** - Stay updated on market trends, economic indicators, and regulatory changes. - Ensure compliance with relevant regulations and maintain accurate records. - **Client Education and Support:** - Educate clients on mutual fund investments. - Provide ongoing support and address client concerns professionally. **Qualifications:** - Bachelor's degree in Finance, Business Administration, Economics, or related field. - NISM Series V-A: Mutual Fund Distributors Certification Examination. - 1-3 years of experience in financial services or mutual fund advisory roles. - Strong understanding of mutual fund products, market dynamics, and investment principles. - Excellent communication, interpersonal, and presentation skills. - Proficiency in financial planning software and MS Office Suite. This full-time, permanent position offers benefits including health insurance and paid time off. The work schedule involves day and morning shifts at our in-person location in Varthur.,
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posted 2 months ago
experience3 to 7 Yrs
location
Maharashtra
skills
  • Fund Accounting
  • Portfolio Valuation
  • Communication Skills
  • Presentation Skills
  • Mutual Fund Accounting
  • Securities Valuation
  • Financial Market Knowledge
  • Valuation Tools
Job Description
Role Overview: You will join our Fund administration team in Mumbai as a Fund Accounting & Reporting Analyst. In this role, you will be responsible for managing end-to-end processes related to securities and portfolio/fund valuation for client segments such as Mutual Fund, Alternative Investment Fund, and Portfolio Managers. You will have the opportunity to work with top names in the fund industry and gain exposure to diverse funds like Money market, Equity, Arbitrage, Exchange traded, and hybrid funds. The team utilizes a robust platform that offers flexibility to tailor the system according to local needs and regulations. Expert support and coaching will be provided to help you excel in this role. Key Responsibilities: - Compute and reconcile Net Asset Value (NAV), check income accruals, NAV movement, etc. - Review Bank and Holding reconciliations, resolve any breaks. - Process and verify all trades for the day in the system. - Conduct valuation/pricing of securities. - Coordinate with clients and Registrars for trades and Unit Capital files. - Monitor email instructions for trades, including Custody instructions. - Compute Income equalization and distributable surplus. - Disseminate NAV to the Press, Registrar, etc. - Scrutinize Trial Balance. - Coordinate audits and finalize accounts. Qualifications Required: - 3-4 years of experience in Mutual Fund Accounting and operations. - Knowledge of the capital/financial/derivative market. - Understanding of various valuation tools and methodologies. - Good communication and presentation skills. (Note: Additional Company Details section is omitted as per your request),
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posted 1 week ago

Senior Manager / Channel Head Mutual Fund Sub Distributor Acquisition

RevenUmf .com - Sukhmal Mutual Fund Distributors Pvt Ltd
experience5 to 9 Yrs
location
Pune, Maharashtra
skills
  • Onboarding
  • Training
  • Business Development
  • Channel Management
  • Financial Services
  • Mutual Fund Distribution
  • SubDistributor Acquisition
  • AUM Growth
Job Description
You will be responsible for building a nationwide network of MFD sub-distributors under RevenUmf.com. Your main duties will include onboarding retail MF distributors and guiding them through our digital platform. You will be in charge of designing acquisition funnels, training frameworks, and growth strategies. Working closely with the founder to scale distribution efficiently is an essential part of this role. Additionally, you will create a tiered sub-broker network with structured business development processes and drive AUM growth through strong distributor engagement. Representing RevenUmf at MFD meets, events, and channel-partner discussions will also be a key responsibility. Key Responsibilities: - Build a nationwide network of MFD sub-distributors - Onboard retail MF distributors and guide them through the digital platform - Design acquisition funnels, training frameworks, and growth strategies - Work closely with the founder to scale distribution efficiently - Create a tiered sub-broker network with structured business development processes - Drive AUM growth through strong distributor engagement - Represent RevenUmf at MFD meets, events, and channel-partner discussions Qualifications Required: Must Have (Senior-Level Mandatory): - At least 5+ years in the mutual fund distribution ecosystem - Experience at NJ, Prudent, CAMS, KFin, or leading AMC sales teams - Proven experience onboarding or managing MFDs / sub-brokers - Strong understanding of distribution structures, incentives, and AUM drivers - Existing network of distributors, ARN holders, and financial advisors - Ability to work with high ownership, clarity, and accountability Nice to Have: - Experience with digital MF platforms or fintech - Exposure to retail sales teams and channel growth - Understanding of compliance and onboarding workflows Please note that this is a success-based compensation role, aligned directly with channel performance and business growth. Your earnings will grow as the MFD network and AUM scale.,
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posted 2 months ago
experience1 to 5 Yrs
location
Pune, Maharashtra
skills
  • Mutual Funds
  • Investment Products
  • Valuation Analysis
  • Economic Analysis
  • Sector Analysis
  • Company Analysis
  • Analytical Skills
  • Written Communication
  • Verbal Communication
  • Microsoft Excel
  • Microsoft PowerPoint
  • Equity Markets
  • Financial Models
  • Investment Thesis Development
  • Financial
  • Market Data Analysis
  • Macroeconomic Indicators
  • Quantitative Skills
  • Financial Data Interpretation
Job Description
Role Overview: As an Equity and Mutual Funds Research Analyst at our company, you will be responsible for conducting research and analysis on equity markets, mutual funds, and other investment products. Your role will involve utilizing platforms like ValueResearchOnline and Morningstar to analyze mutual fund performance, portfolio composition, and risk metrics. Monitoring market developments, news, and regulatory changes impacting equity and mutual fund investments will also be a key aspect of your responsibilities. Additionally, you will support the team in building financial models, valuation analysis, and investment thesis development. Collaboration with senior analysts and the Research Head to generate actionable investment insights and recommendations will be crucial, along with participation in team meetings and discussions on market trends and investment opportunities. Key Responsibilities: - Conduct research and analysis on equity markets, mutual funds, and other investment products. - Utilize platforms like ValueResearchOnline and Morningstar for mutual fund analysis. - Monitor and track market developments, news, and regulatory changes impacting equity and mutual fund investments. - Support the team in building financial models, valuation analysis, and investment thesis development. - Collaborate with senior analysts and Research Head to generate actionable investment insights and recommendations. - Maintain and update databases with relevant financial and market data. - Participate in team meetings and contribute to discussions on market trends and investment opportunities. Qualifications: - Currently pursuing or recently completed a degree in Finance, Economics, Business, or a related field. Specialization in Finance is preferred. - Basic understanding of equity and mutual fund investing, including key concepts like valuation, portfolio management, and risk assessment. - Proficiency in using research platforms like ValueResearchOnline and Morningstar for mutual fund analysis. - Knowledge of economic, sector, and company analysis techniques. - Understanding of macroeconomic indicators and their impact on financial markets. - Strong analytical and quantitative skills, with the ability to interpret financial data and draw meaningful conclusions. - Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely. - Prior experience (at least 1 year) in mutual fund or equity research is preferred. - Proficiency in Microsoft Excel, PowerPoint, and other financial analysis tools. - Self-motivated, detail-oriented, and able to work independently as well as in a team environment. (Note: No additional details of the company were present in the job description),
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posted 2 months ago

Institutional Sales (Mutual Fund)

Arin Consultancy Private Limited
experience3 to 7 Yrs
location
Maharashtra
skills
  • Relationship Management
  • Institutional Sales
  • Client Acquisition
  • Mutual Funds
  • Product Design
  • Competitive Analysis
  • Market Information Analysis
Job Description
As a Relationship Manager/Assistant Vice President - Institutional Sales, your role involves focusing on business growth within the Institutional investor space for the company. Your key responsibilities will include: - Acquiring new clients across relevant Corporate Investor categories. - Directly selling the full range of products across Mutual Funds. - Providing market information on competition to identify popular products and collaborating with the Product team to design similar or improved products for Investors & Distributors. - Monitoring competitive tactics and strategies to stay ahead in the market.,
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posted 3 weeks ago
experience3 to 7 Yrs
location
Maharashtra
skills
  • Operations
  • Capital Market
  • Derivative Market
  • Communication
  • Presentation
  • Mutual Fund Accounting
  • Financial Market
  • Valuation Tools
  • Methodology
Job Description
Role Overview: Our Fund administration team at Deutsche Bank is seeking a Fund Accounting & Reporting Analyst based in Mumbai, India. You will work with industry-leading clients and be responsible for managing end-to-end processes related to securities and portfolio/fund valuation for client segments like Mutual Fund, Alternative Investment Fund, Portfolio Managers, etc. You will have the opportunity to work with a robust fund accounting platform that offers flexibility to customize the system as per local needs and regulations. Our team of experts will provide coaching and support to help you excel in this role. Gain exposure to diverse funds like Money market, Equity, Arbitrage, Exchange traded, hybrid funds, etc handled and serviced by our Fund administration division. Key Responsibilities: - Computation and reconciliation of NAV, checking income accruals, NAV movement, etc - Reviewing Bank and Holding reconciliations and resolving breaks, if any - Processing and verification of all trades for the day processed in the system - Valuation/pricing of securities - Coordination with clients for trades - Coordinate with Registrars for Unit Capital files and checking and processing the same in the system - Monitoring email instructions for trades and other instructions including Custody instructions - Computation of Income equalization and distributable surplus - Computation and Dissemination NAV to the Press, Registrar, etc - Trial Balance Scrutiny - Audit co-ordination and finalization of accounts Qualifications Required: - 3-4 years of experience - Knowledge of Mutual Fund Accounting and operations - Understanding of capital/Financial/derivative market - Understanding of various valuation tools and methodology - Good communication and presentation skills Additional Details: Deutsche Bank is committed to providing a positive, fair, and inclusive work environment where employees are encouraged to excel together. The company offers a range of benefits including best in class leave policy, parental leaves, child care assistance benefit, flexible working arrangements, sponsorship for industry relevant certifications, Employee Assistance Program, Hospitalization Insurance, Accident and Term life Insurance, and Health screening for employees above 35 years. For more information about Deutsche Bank, visit their official website at: [Deutsche Bank Website](https://www.db.com/company/company.htm),
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