Manager - Sales - Mutual Funds Segment - NBFC (4-6 yrs)

**Job ID**: Mutual Fund Sales **Role**: Mutual Fund Sales **Department**: Mutual Fund Distribution **Location**: Andheri East, Mumbai, Maharashtra **Designation**: To Be Discussed **Reporting structure for the position**: Head - Mutual Fund Distribution **No of Position Vacant**: 1 - Acquiring clients for Online MF channel - Cross marketing of other...

Job Description: Min 4-5 years of experience for Mutual Funds Products & Third Party Product in Capital Market Responsible to innovate product offering in Mutual Fund & Primary Market segment Should have understanding of Mutual Fund product offering & regulations in MF industry Able to identify the gap / opportunity in Mutual Fund...

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...

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...

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...

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...

Description: **OBJECTIVE**: Consult clients to buy/sell their bonds through the bondskart platform by using our in-house analytics and preparing pitches tailored to meet each client's investment requirements. **RESPONSIBILITIES & TASKS**: 1. Client Handling 2. Consult them financially on the latest trends in domestic bond market 3. Solve their concerns...

**Job Title: Front desk cum Mutual fund advisor** **Industry: Financial Services** Role and responsibilities: - Reporting to management and assisting with administrative tasks. - Answering phone calls and forwarding calls to respective departments. - Scheduling and confirming appointments, meetings and events. - Greeting and assisting visitors in a...

Roles & responsibilities: Ensure identification of compliance requirements for NBFC (ND-SI), AIF, PMS, Investment advisor & mutual fund compliances. Evaluate the implication of regulatory guidelines on the business and Liaise with internal departments to get the regulations implemented. Do submission of various regulatory filings Proactively...

**Responsibilities**: - Excel Data Analysis: Utilize advanced Excel functions, formulas, and macros to manipulate and analyze large datasets related to mutual funds, including historical performance data, portfolio holdings, fund flows, and investor demographics. - Investment Research: Conduct thorough research on various mutual funds, analyzing their...

**Job ID**: Mutual Fund Operations **Role**: Mutual Fund Operations **Department**: Mutual Fund Distribution **Location**: Andheri East, Mumbai, Maharashtra **Designation**: Executive to Associate Manager **Reporting structure for the position**: Head - Mutual Fund Distribution **No of Position Vacant**: 1 - Handling bidding process of IPO/NCD/Bonds -...

Roles and Responsibilities   Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile   Should have 1 to 2 year of experience, Candidate...

Roles and Responsibilities   Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile   Should have 1 to 2 year of experience,...

Lower Parel Mumbai SALARY max UPTO 6 LPA - Shift Timing: 9am to 6pm Mon to Sat working. - age limit: 30 years - Qualification: - Graduate Work experience: 2-5 years of experience in client interaction role in a service industry Relevant experience in a Mutual Fund/PMS/ Asset management company or servicing in a wealth management firm About Firm - Firm...

Role/Job Title:  Product Manager- Mutual Fund Function/Department: Wealth, Retail Liabilities. Job Purpose: This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building financial planning models. Roles & Responsibilities: Onboarding of new products...

Role/Job Title:  Product Manager- Mutual Fund Function/Department: Wealth, Retail Liabilities. Job Purpose: This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building financial planning models. Roles & Responsibilities: Onboarding of new...

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 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...

**- Research backed tactical calls on specific themes, sector and fund concepts with the Mutual Funds space. - Pivotal role in tracking the performance of Equity & Hybrid Mutual Fund - Proven ability in conducting webinars on different MF topics for clients - Deftly developed a presentation for Investor Education program, Market review, Internal Performance...

JOB DESCRIPTIONJOB TITLE Channel Manager Report to Channel Head/ State Head No of Direct reportees Nil Department Retail Sales Position Grade Range Manager/Senior Manager (May vary based on experience)JOB PU JOB PURPOJOB PURPOSE:  The incumbent will be responsible for mobilizing the funds through the IFA’s.JOB ROLE :  The incumbent will be...