Mutual Fund Specialist

**We are urgently looking for Mutual Fund - Operation location based at Barakhamba Road, New Delhi** - Understanding of internal system. - Reconciliation of transactions between the exchange and back - Order placement into the exchange. - Updated with the regulator s norms. - Handling client queries / inspection queriLiaising with colleagues and other teams...

**We are urgently looking for Mutual Fund - Operation location based at Barakhamba Road, New Delhi** - Understanding of internal system. - Reconciliation of transactions between the exchange and back - Order placement into the exchange. - Updated with the regulator s norms. - Handling client queries / inspection queriLiaising with colleagues and other teams...

We are seeking a highly passionate and skilled Mutual Fund professional to join our team. This role is ideal for a professional who is deeply enthusiastic about mutual funds and possesses a keen interest in developing mutual fund strategies, training, and guiding intermediaries in understanding mutual fund strategies and concepts. This role will be pivotal...

Responsible for Mutual Funds selection, propose recommendations after interactions with Fund houses on an on-going basis Detailed portfolio & strategy analysis of Mutual Funds, recommend from a forward-looking perspectivePreparing strategy notes along with reports on recommended funds Customized wealth management research activities like risk profiler, goal...

Responsible for Mutual Funds selection, propose recommendations after interactions with Fund houses on an on-going basisDetailed portfolio & strategy analysis of Mutual Funds, recommend from a forward-looking perspectivePreparing strategy notes along with reports on recommended funds Customized wealth management research activities like risk profiler, goal...

Title: Mutual Fund Sales and Business Development – AVP / Senior Manager Experience of driving Mutual Fund Sales and AUM growth through Branch, Sub Broker, Franchisee and IFA Networks. Business Strategy to increase MF Business through SIPs and new AUM Having up-to-date Product information on Mutual Funds. Research driven product selection and advisory...

**Job Title: Tele Sales Executive (Mutual Funds)** **Job Summary**: We are seeking a dynamic and results-oriented Tele Sales Executive to join our mutual fund distribution office. - As a Tele Sales Executive, you will be responsible for contacting potential clients, explaining mutual fund investment opportunities and persuading them to invest in mutual fund...

CRISIL is hiring for Mutual Fund Research Analyst .Quantitative Research: Performance calculation, historical trends in performance across various categories of mutual fund (MF) / Analysis of Schemes, Fund Managers and Asset Management Companies (AMCs), pension or provident funds, based on performance, performance attribution and portfolio-based...

To up sell MF products to Retail/HNI/ Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.· Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships.· Profiling customers and provide financial products to meet...

CRISIL is hiring for Manager - Investment Research Mutual Fund for Gurgaon .Functional Responsibility / Domain RelatedQuantitative Research: Analysis like performance calculation, historical trends in performance across various categories of mutual fund (MF) / Analysis of Schemes, Fund Managers and Asset Management Companies (AMCs), pension or provident...

Location: Mumbai Corporate Office. Department: Legal, Secretarial & Compliance. Grade: IL 5 Organizational relationships Reports to: AVP Compliance Purpose of the Job: Responsible for handling SEBI mutual fund and PMS compliances and rendering support for other related matters. Key responsibilities: Preparation & timely submission/ filings of statutory...

Location: Mumbai - Corporate Office.Department: Legal, Secretarial & Compliance.Grade: IL 5Organizational relationships Reports to: AVP - CompliancePurpose of the Job:Responsible for handling SEBI mutual fund and PMS compliances and rendering support for other related matters.Key responsibilities:- Preparation & timely submission/ filings of statutory...

Location: Mumbai - Corporate Office.Department: Legal, Secretarial & Compliance.Grade: IL 5Organizational relationships Reports to: AVP - CompliancePurpose of the Job:Responsible for handling SEBI mutual fund and PMS compliances and rendering support for other related matters.Key responsibilities:Preparation & timely submission/ filings of statutory...

To up sell MF products to Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needsEnsuring...

Sales/Business _Mumbai Western Suburbs_ August 14, 2023 - August 14, 2024 Mutual Fund **Job Overview**: - **Office Location (Area) **Delhi NCR - **Min Required Experience (Years) **0 - **Max Required Experience (Years) **0 **Job role: Zonal Manager (Bank/IFA/ND’s)** Position Purpose: Working with distributors across assigned channels with the result of...

Compliance Manager:We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Compliance Manager.Key Responsibilities:To ensure timely compliance with the requirements of SEBI (Mutual Fund) Regulations;To review and update on regularly basis Compliance Manual and Risk Management Manual;To conduct compliance awareness sessions;To...

Roles and Responsibilities Relevant product experience, Good communication skills. If someone with a good wealth experience, RM who has very good knowledge on Investment and Insurance can be considered too. Can also explore AMC(Asset management company) staff, From the mutual fund houses in these locations. They have the right knowledge and...

1. Contacting clients and setting up new and review meetings 2. Conduct regular review meeting with the clients 3. Collection of all relevant data and documents from new clients for preparation of investment plans and executions of investments and insurances. 4. Understanding customer requirement and creation of a comprehensive Financial and investment...

Department: Dealing Institutional Equity Dealer Position: Sr. Dealer Reporting to: Sr. Vice President Location : Nariman Point Workdays: Mon to Friday Work Mode: Work from Office all 5 day's Roles and Responsibilities:Dealer should be responsible for generating orders as per fund manager instruction after considering different category of clients/account,...

Job Description – FinanceRole : AVP – Fund RaisingKey responsibilities:Fund Raising Spearheaded the fund-raising efforts, good relationship withglobal/domestic /Banks, FIIs. Leading the fund-raising initiative of the Company to ensure clear visibilityof funds/credit limit for ensuring the AUM growth and Cash Flows. Representing company to...