Mutual Fund

2 weeks ago


Bengaluru, Karnataka, India Ethos Wealth Management Pvt. Ltd. Full time

Job Roles & Responsibilities:

New Clients:
Existing Funds & Insurance Analysis. Data Collection for Income, Expenses, Assets and Liabilities.

  • Create Investment Proposals and Enter Data in to Software and Excel
  • Track Goals, Asset Allocation, SIP & STP Reconciliations
  • Create Review Reports and Portfolio Analysis and Product Notes
  • Share Executiuon Plans, SIP Portfolios and Portfolio related communication with clients

Salary:
₹8, ₹42,862.93 per month

Benefits:

  • Cell phone reimbursement
  • Flexible schedule
  • Health insurance
  • Paid sick time
  • Paid time off

Schedule:

  • Day shift

Supplemental pay types:

  • Performance bonus
  • Yearly bonus

Ability to commute/relocate:

  • Bengaluru, Bengaluru Urban , Karnataka: Reliably commute or planning to relocate before starting work (required)

Experience:

- total work: 2 years (required)
- mutual funds: 1 year (preferred)

  • Bengaluru, Karnataka, India groww Full time

    Be a part of an exciting growth journey of Groww.About Groww Groww is India's fastestgrowing investment platform founded in 2016 by alums from Flipkart, ICICI, IITB, IITD, BITs Pilani and is backed by marquee investors like Tiger Global, Sequoia Capital, Ribbit Capital, and Y Combinator. We are a unicorn with a valuation of $3.2Bn with a user base of around...


  • Bengaluru, Karnataka, India Talent Pursuits Full time

    Hiring Senior professional within the AMC industry with at least 10 years of experience in Mutual Funds sales Senior professional within the AMC industry with at least 10 years of experience in Mutual Funds sales Responsible for growth of business in south India both retail, partnerships and Institutional business Generating innovative ideas for new client...

  • Advisor, Mutual Funds

    2 weeks ago


    Bengaluru, Karnataka, India PhonePe Full time

    About PhonePe Group:PhonePe is India's leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and Lending) as...

  • Fund Administrator

    2 weeks ago


    Bengaluru, Karnataka, India HSBC Full time

    Job descriptionSome careers shine brighter than others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one of the...

  • Product Designer

    2 weeks ago


    Bengaluru, Karnataka, India Zerodha Fund House Full time

    About Zerodha Fund HouseAt Zerodha fund house, we are enabling the next generation of Indian investors. We feel mutual funds as a product needs to be reimagined to build simple & relevant investment solutions for the next 10 crore individuals to participate in and grow the capital markets in India. Built by the team behind Zerodha & smallcase, Zerodha fund...

  • Fund Accountant

    2 weeks ago


    Bengaluru, Karnataka, India Northern Trust Full time

    Role Description : The performance of Fund Accounting related activities. Evaluates and reconciles complex funds including mutual, commingled, and collective for production of client month-end reports or for daily valuation. Verifies complex transactions, audits income reports within scheduled timeframes and resolves exceptions on a daily basis for fund...

  • Team Member

    2 weeks ago


    Bengaluru, Karnataka, India Axis Mutual Fund Full time

    Job Purpose: Plan and drive customer engagement for identified partners The role entails to support the partners in day to day operations and ensuring marketing compliance and service deliverables are processed within the given time lines and enable tracking & reporting of business KPIs for the partnership team Develop sales and marketing plans and support...


  • Bengaluru, Karnataka, India KFintech Full time

    Roles and Responsibilities Prepare timely and accurate Net Assets Values (NAV) for Mutual Fund and AIF client and other fund accounting output for subsequent review. Record accurately, and in accordance with the client's policies and procedures, such as accounting records as securities positions, corporate actions related, and journal entries. ...


  • Bengaluru, Karnataka, India HSBC Full time

    Some careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and...

  • Funds Settlement Ops

    2 weeks ago


    Bengaluru, Karnataka, India PhonePe Full time

    About PhonePePhonePe is India's leading digital payments platform with over 280 million registered users. Using PhonePe, users can send and receive money, recharge mobile, DTH, data cards, pay at stores, make utility payments, buy gold, and make investments. PhonePe went live for customers in August 2016 and was the first non-banking UPI app and offered...


  • Bengaluru, Karnataka, India HSBC Full time

    Business: Global Manager Selection - Funds & ETFs (GMS). Part of HSBC Wealth & Personal BankingOpen positions:1Role Title: AVP - Fund House (ODD) Research, GSC'sGlobal Career Band:5Location: BangaloreRecruiter Name:Sunny DograWhy join us?Global Manager Selection - Fund & ETFs (GMS) is the designated Centre of Reference in charge of selection, research and...


  • Bengaluru, Karnataka, India Waytogo Consultants Full time

    Responsible for New Client Acquisition and Inactive client activation 2. Follow up / Conversion on the leads shared by the Corporate Acquisition Team. 3. Manage the existing clients and build AUM. 4. Responsible for Client and distribution servicing & active involvment in hand holding the transactions with the new and existing clients. 5. Take steps for...


  • Bengaluru, Karnataka, India Arin Consultancy Private Limited Full time

    Roles and responsibilities manage and enhance relationships in the NJ wealth network in the allocated region Conduct concept and product training across the entire target audience set Focus on achieving sales and engagement targets across various parameters Coordinate webinars and deeper engagement methodologies.


  • Bengaluru, Karnataka, India HSBC Full time

    Job descriptionSome careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.HSBC is one of the largest banking and financial services organizations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses...

  • Cib - Fund Accounting

    2 weeks ago


    Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full time

    Employer Description:JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in...


  • Bengaluru, Karnataka, India Northern Trust Corp. Full time

    About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families and institutions by remaining true to our enduring...

  • Process Specialist

    2 weeks ago


    Bengaluru, Karnataka, India Infosys Full time

    Responsibilitiesdemonstrated, proven experience in Financial Services Operations or similar roleexperience in Investment Management Operations and have exposure to Equity and Mutual Funds productsknowledge of Mutual Funds industry and various types of Mutual funds such as ETFsknowledge of industry activities - particularly Instruments and Pricing Ref Data,...


  • Bengaluru, Karnataka, India SolveCube Pte. Ltd. Full time

    Head of Retail Sales, South – Mutual FundsLocation : BangalorePosition Grade : Vice President/ Sr Vice PresidentFunction : Mutual FundReports to : Chief Business OfficerReportees : 7-8Very Important Skills: Mutual Funds, Retail Sales,Client Profile:Client is an institutionalized multi-line and multi-asset financial services platform and the market leader...


  • Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full time

    Responsible for timely and accurate delivery of NAV for Clients who have outsourced their Fund Accounting to JPM. This role involves understanding and executing end to end activities that comprises of performing pre-NAV activities, exceptions clearing and managing Client inquiries.Timely and appropriate escalation of actual/ potential delays and issues with...


  • Bengaluru, Karnataka, India groww Full time

    Groww, India, one of the leading investment platforms in India, is offering a paid internship opportunity for their fastest-growing content ecosystem. We are looking for an individual with a passion for personal finance, the stock market, and mutual funds who is eager to learn and grow in a dynamic work environment.Requirements: 1) Knowledge of personal...