Sr Manager- Mutual Fund PMS Operations

Job Title : Institutional Sales Manager – Mutual FundsCompany : Capitalmind Asset Management Private LimitedLocation : Sector 1, HSR Layout, Bangalore (Work from Office)About Capitalmind:As Capitalmind Asset Management Private Limited, we manage the Capitalmind Mutual fund and have been seeded with capital from its parent and sponsor, Capitalmind Financial...

Job Title: Institutional Sales Manager – Mutual FundsCompany: Capitalmind Asset Management Private LimitedLocation: Sector 1, HSR Layout, Bangalore (Work from Office)About Capitalmind:As Capitalmind Asset Management Private Limited, we manage the Capitalmind Mutual fund and have been seeded with capital from its parent and sponsor, Capitalmind Financial...

Industry : Finance, Multi Family office, Investments, wealth management About Valtrust Capital Valtrust is a boutique and fast-growing multi-family office, founded and led by seasoned investors. We invest in opportunities in India as well as outside India. We have offices in Delhi and Chennai. We also have associate offices/partners in London and Dubai. ...

HIRING FOR Business Development ExecutiveLocation-Andheri East, MumbaiCTC- Upto 4 LPA +IncentiveExperience - Min6 months to 2 yearsrequired in Mutual Funds salesJob Description:We are seeking a dynamic Business development Executive to support and manage our network of Direct Selling Agents (DSAs) engaged in mutual fund & other wealth distribution. The ideal...

We are specifically looking for someone with strong experience in the mutual fund distribution business, ideally already managing or having access to a significant AUM (₹50 crore+). Along with leveraging their own network, the co-founder will also help convert RevenUmf.com’s growing base of app users and leads into active investors. This is not a...

As part of this role, you will be part of core operations team, responsible for managing daily mutual fund operations activity and make recommendations about enhancing operations process. You will be coordinating with various entities like RTA, Payment Gateway, AMC and Clients for query resolution. Responsible for Transaction (Online MF) processing: Order...

Job Responsibilities:- Revenue Management; Responsible for ensuring the revenue targets through Online and digital marketing are achieved, shared responsibility of overall MF revenue targets along with segments- Business Analytics; Responsible for analysing internal and external trends in Mutual Funds industry & provide recommendations. Identifying business...

About GoalFi- GoalFi is a research-driven fintech platform that leverages technology and data to empower investors with smart, transparent, and goal-oriented investment solutions. Our mutual fund distribution vertical focuses on making access to quality funds seamless and research-informed for investors.Role OverviewWe’re looking for a Relationship Manager...

From 2 to 5 year(s) of experience - ₹ Not Disclosed by Recruiter - New Delhi**Roles and Responsibilities** - Acquisition of potential new IFA for Mutual Fund - Ensure 90% of IFA are Active every month - Work on Inactive IFA to make them Active - Advising IFA clients on various investment ideas based on the suitability to their risk - profile, return...

Job RoleMeeting the Clients & developing Trust & relationship.Customer interactive role with Portfolio Management experience.Portfolio/Investment Engineers, who can help in designing portfolios.Advice and suggesting different investment avenues to HNI clients.Acquiring and catering to new HNI clients.Growing the existing AUM book size.Products- Mutual Fund/...