Mutual Fund Strategist

Manage and oversee daily operations related to mutual fund back office activities. - Managing Mutual Funds transaction processing for clients - Addressing investor queries and providing assistance as needed. - Online & Offline Form filling for various Platforms used for Investments. - Documentation for Various Investment Products like Mutual Funds, Stocks,...

Understand Clients Investments needs. - To generate fresh leads and acquire clients through reference to shore up the clientele. - To achieve sales and revenue targets spread across product mix. - To achieve the business targets assigned in terms of up selling AMC Mutual Fund Products enhancing and upgrading the Client Net worth. - One point of contact for...

**Sales Manager: Mutual Fund** **Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for...

**Sales Manager: Mutual Fund** **Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for...

**Position: Mutual fund operations** Experience: 6 Months - 2 years Salary CTC: 15k to 20k Max per month Location: Mumbai Education: Graduate Key pointers: smart, good understanding on BSC Software, good communication, customer query handling Industry preference: someone coming from Mutual fund distributor, AMC **Salary**: From ₹15,000.00 per...

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...

**Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for generating desired AUM 4. Generate...

**Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for generating desired AUM 4. Generate...

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...

**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...

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 training and guiding intermediaries in understanding mutual fund strategies and concepts. This role will be pivotal in educating and empowering mutual...

Chat with Recruiter**Channel Patner - Mutual Fund**: - 24 May 2023- 3 - 5 Year- Delhi- 100,000 (p/m)**KEYWORDS**: Recruitment Training mutual funds team management client relations **JOB DESCRIPTION**: The role requires appointing channel partners (IFAs and Distributors) and driving investment product sales across geographies across your target...

**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...

CRISIL is hiring for Manager - Investment Research Mutual Fund for Gurgaon .Functional Responsibility / Domain RelatedQuantitative 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...

Sales / Business Development / Client Servicing Mumbai, New Delhi, Bangalore, Hyderabad, Chandigarh _bangalore_, _Chandigarh_, _Delhi_, _Hyderabad_, _Mumbai Western Suburbs_ April 26, 2024 - April 27, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Mumbai, New Delhi, Bangalore, Hyderabad, Chandigarh - **Required Education **Graduation -...

Location: Mumbai Corporate Office.Department: Legal, Secretarial & Compliance.Grade: IL 5 Organizational relationships Reports to: AVP CompliancePurpose of the Job:Responsible for handling SEBI mutual fund and PMS compliances and rendering support for other related matters.Key responsibilities:Preparation & timely submission/ filings of statutory reports...

Location: Mumbai Corporate Office. Department: Legal, Secretarial & Compliance. Grade: IL 5 Organizational relationships Reports to: AVP Compliance Purpose of the Job: Responsible for handling SEBI mutual fund and PMS compliances and rendering support for other related matters. Key responsibilities: Preparation & timely submission/ filings of statutory...

**Company Description** Role For a tech-driven private banking platform that offers personalized and holistic financial solutions to individuals and families. We leverage artificial intelligence, data analytics, and digital tools to deliver superior value and convenience to our clients. **Mandatory Criteria**: - Minimum 5 years of advisory, wealth...

Location: Mumbai - Corporate Office.Department: Legal, Secretarial & Compliance.Grade: IL 5Organizational relationships Reports to: AVP - CompliancePurpose of the Job:Responsible for handling SEBI mutual fund and PMS compliances and rendering support for other related matters.Key responsibilities:- Preparation & timely submission/ filings of statutory...

Location: Mumbai - Corporate Office.Department: Legal, Secretarial & Compliance.Grade: IL 5Organizational relationships Reports to: AVP - CompliancePurpose of the Job:Responsible for handling SEBI mutual fund and PMS compliances and rendering support for other related matters.Key responsibilities:Preparation & timely submission/ filings of statutory...