Manager ( Investment Research -Mutual Fund )

3 weeks ago


delhi, India CRISIL Limited Full time
CRISIL is hiring for Manager - Investment Research Mutual Fund for Gurgaon .
Functional Responsibility / Domain Related
Quantitative 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 funds, based on performance, performance attribution and portfolio-based attributes
Qualitative Research: Qualitative assessment of AMCs, MF Schemes, pension or provident funds, due diligence of AMC, investment process review of asset managers, Report writing on schemes and Mutual Funds (MFs) and AIFs
Writing analytical articles related to the investment products/ themes, wealth management and capital / money market in general
Detailed analysis on other financial instruments like PMS products, AIFs, REITs, INVITs, ULIPs, PE Funds
Track regulatory changes and evaluate their impact on products
Process Adherence:
Ensure high quality of analysis and research output
Successfully meeting deliverables and client requirements
Initiatives for productivity improvement
Successfully adhering to SLAs (service level agreements) on specific client engagements
Documentation of processes
Client Management / Stakeholder Management
Leading a team of Research Analysts and Senior Research Analysts
Interaction with clients, market participants including mutual funds, custodian or any other stake holder involved in client mandate
Contribution towards improving the market position of CRISIL in the Investment research business
Support technology team in implementation of new tools/ process automation
Skills:
Sound knowledge of investment product such as mutual fund, pension or provident funds, AIF, PMS, Insurance etc.
Understanding of regulations of mutual fund, AIF, pension or provident fund, PMS and Insurance industry
Excellent analytical and report writing skills
Excellent oral, written communication and presentation skills
Team Management
MS Office especially MS excel
Solution-oriented
Independent performer
Multi-tasking/ project management skills
Ability to perform under pressure in deadline driven projects
Any additional qualifications like CFA / FRM will be an added advantage
  • Fund Manager

    2 weeks ago


    delhi, India Taurus Mutual Fund Full time

    As a Fund Manager, you will be responsible for managing investment portfolios, analyzing market trends, and making informed investment decisions. Your role is crucial in driving the performance of the funds under your management, and you will play a key part in maintaining and enhancing client relationships. The ideal candidate has a strong analytical...


  • delhi, India CRISIL Limited Full time

    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...


  • delhi, India AssetPlus Full time

    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...


  • Delhi, India Waytogo Consultants Full time

    - 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 needs-...


  • delhi, India Waytogo Consultants Full time

    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...


  • New Delhi, India INVESTINTEL Full time

    To promote & upsell all MF products - To generate fresh leads and acquire clients through reference to shore up the clientele - To achieve sales & revenue targets spread across product mix - Ensuring the highest levels of service. **Salary**:INR upto 5,00,000 P.A.+ Incentives **Industry**:Banking / Financial Services / Broking **Functional...

  • Telesales Executive

    4 weeks ago


    Delhi, India RVN Management Full time

    **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...

  • Mutual Fund Analyst

    4 weeks ago


    Delhi, India Way2Wealth Brokers Pvt. Ltd. Full time

    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...

  • Mutual Fund Analyst

    4 weeks ago


    delhi, India Way2Wealth Brokers Pvt. Ltd. Full time

    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...

  • Mutual Fund

    4 weeks ago


    New Delhi, India RR Financial Consultant LTD Full time

    **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...


  • new delhi, India Waytogo Consultants Full time

    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...

  • Mutual Fund

    4 weeks ago


    New Delhi, India RR Financial Consultant LTD Full time

    **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...


  • delhi, India CRISIL Limited Full time

    CRISIL is hiring for Investment Research expert for Alternative Investments funds AIF .The role will include following responsibilities:Quantitative Research: Benchmarking of AIFs, quantitative analysis like performance calculation, historical trends in performance across various categories of AIFs.Qualitative Research: Qualitative assessment of AIFs based...


  • Delhi, Delhi, India MLAM INVESTECH PVT LTD Full time

    Job role Back office person in a mutual fund distributor firm Execute mutual fund transactions on behalf of clients. Fill Mutual Fund forms Handle the mutual fund softwares Verify Various Transactions and report Excel Entries Make transaction reports for mutual funds, etc. Pay: ₹15,000.00 - ₹25,000.00 per month Schedule: - Day shift - Fixed...


  • Delhi, India Hareepatti Full time

    Responsible for Existing clients' Mutual funds portfolios - Analysisng and Assisting them for SIP and lumpsum investment - Minimum Graduate - Good Communication skills required - Hard working and enthusiastic, willing to learn **Salary**: From ₹15,000.00 per month Schedule: - Fixed shift Supplemental pay types: - Commission pay Ability to...


  • Delhi, India Panorama India Consulting Group Full time

    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...

  • Corporate Sales

    7 days ago


    Delhi, Delhi, India Disha Investment Insurance Brokers Private Limted Full time

    Responsible for driving new business with new and existing clients. To liaison and establish strong networks with sales, underwriting and product teams of General Insurance companies. Sales of General Insurance products - Fire, Marine, Motor, Burglary, Group Mediclaim, etc Acquire corporate clients and ensure closure of deals related to their General...

  • Investment Analyst

    2 days ago


    delhi, India Smilegate Investment Full time

    About Smilegate:Since starting as Smilegate Investments in 1999, we have positioned as a top-tier VC based on various investment experiences and skills. The history of Smilegate Investment is the history of Korea’s venture capital investment.We have found new industries and companies that will lead our future in the times of venture boom as well as in the...

  • Investment Analyst

    2 days ago


    new delhi, India Smilegate Investment Full time

    About Smilegate:Since starting as Smilegate Investments in 1999, we have positioned as a top-tier VC based on various investment experiences and skills. The history of Smilegate Investment is the history of Korea’s venture capital investment.We have found new industries and companies that will lead our future in the times of venture boom as well as in the...


  • Delhi, India Aviva India Full time

    Purpose: The jobholder will have the responsibility of supporting the Investment Team with market research on Auto, Cement & Metal sectors, securities, investment options and any macro/ micro event, which is likely to have an impact on the investments of the Company & sectors. Context: The jobholder will work closely with Fund Managers, & Head of Equity to...