Investment Specialist

Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.• Responsible for growing revenues of broking

DescriptionInvestment Specialist Branch Banking | Job code-194110Grade- M4/M5 || Location : Hyderabad Job RoleOwnership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped AreaPenetration of client base for creating new investors in MF / investments from existing client baseIncrease in (investments...

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring...

Position:Operations & KYC AssociateLocation:HyderabadExperience:0–2 yearsRole SummaryYou will handle onboarding, KYC processing, documentation, backend operations, and support all investment transactions across Mutual Funds, SIF, and NPS.Key Responsibilities Process new client onboarding & CKYC Verify documents, PAN, Aadhaar, signatures Coordinate with...

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring...

Company DescriptionWith over 140 years of legacy, B&K (Batlivala & Karani) is one of the oldest financial services groups in India. The firm is highly regarded as a leading mid and small-cap research house, providing in-depth analysis on 400+ listed companies. B&K specializes in Equity Capital Markets and Wealth Services, catering to over 1,000 Corporates,...

Hiring: Mutual Fund Operations Specialist – Ongolebulls Invest Pvt. Ltd. | HyderabadAre you passionate about precision, compliance, and seamless fund operations?Join Ongolebulls Invest Pvt. Ltd., a fast-growing Wealth Management & Investment Solutions company that's redefining transparency and innovation in financial services.We're looking for a Mutual...

Product Specialist, Charles River Development, Officer*Who We Are Looking For*The Product Specialist ensures that our clients are optimizing their use of CRD's products especially in the areas of system configuration, database administration, batch processing, performance tuning, reviewing efficiency of SQL queries, reviewing systems set up and architecture...

Company DescriptionKFin Technologies Ltd. (KFintech) is a leading provider of SaaS-based solutions that cater to the mission-critical needs of asset managers across mutual funds, alternative investments (AIFs), pension funds, and corporates. The company specializes in end-to-end transaction management, compliance solutions, channel management, data...

Job Duties & responsibilities • Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring andnurturing the client having AUM => INR 10M• Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialistwith clients.• Ensure complete knowledge of all products & services through continuous...