Mutual Fund Strategist

2 weeks ago


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 in educating and empowering mutual fund distributors, enhancing their knowledge in wealth creation and financial planning through mutual funds.

 

Key Responsibilities:

1. Mutual Fund Investment Strategy:

  • Develop & manage Mutual Fund investment strategy per AssetPlus Research process

2. Training and Development:

  • Conduct engaging and informative training sessions both online and offline for mutual fund distributors and internal teams
  • Develop comprehensive training materials with the help of Research Team and modules on mutual funds, investment strategies, market trends, and wealth creation

3. Communication:

  • Effectively communicate AssetPlus Investment strategies and complex mutual fund concepts in an easily understandable manner
  • Provide strategic advice and insights on mutual fund investments and portfolio management
  • Keep abreast of the latest market trends and regulatory changes in the mutual fund industry

4. Collaboration and Support:

  • Work closely with internal teams to align training programs with business objectives
  • Offer ongoing support and guidance to intermediaries for their professional development


Professional Requirements

The role will be suitable for candidates with 7+ years of experience in research / product / sales functions of mutual funds, advisory, wealth management, private banks, financial media, or rating agencies

  • In-depth knowledge of mutual funds, financial planning, and wealth-creation strategies
  • Exceptional communication and presentation skills
  • Strong ability to simplify and teach complex financial concepts
  • Proficient in English and Hindi.


  • 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 attributes...

  • Retail Sales

    1 month ago


    India Arin Consultancy Full time

    Sales/Business _PAN India_ February 2, 2024 - February 2, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Multiple Locations - **Salary Offer **5 - 25 LPA - **Course Type **Full Time - **Min Required Experience (Years) **5 - **Max Required Experience (Years) **10 **Talent Profile - Retail Sales - Mutual Fund** **Location**: Multiple...

  • Institutional Sales

    1 month ago


    India Arin Consultancy Full time

    Sales/Business Multiple Locations _PAN India_ February 2, 2024 - February 2, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Multiple Locations - **Salary Offer **5 - 25 LPA - **Course Type **Full Time - **Min Required Experience (Years) **5 - **Max Required Experience (Years) **10 **Talent Profile - Institutional Sales - MF** **Position...


  • 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...


  • india Chemist Box Private Limited Full time

    Job Description *Job Title: Mutual Fund Relationship Manager (MF RM)**Company: Shri Ashutosh Securities Pvt. Ltd.**Location: Patna, Bihar**About Us:*Shri Ashutosh Securities Pvt. Ltd. is a leading Mutual Fund Distributor in East India, managing one of the industry's largest sizes with a client base of over 7000.*Position Overview:*We're hiring MF...

  • Hiring For NBFC

    2 months ago


    india Skill Ventory Full time

    Roles and Responsibilities - B2C Sales - Mutual Funds Sales - Fixed Deposits - Banking & NBFC Performing Portfolio review of clients Researching and selling Mutual fund and Insurance Products


  • india Nippon India Mutual Fund Full time

    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...


  • india Waytogo Consultants Full time

    To up sell MF products to Retail/HNI 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...

  • AVP-Fund raising

    2 weeks ago


    india Unique Occupational Services Pvt Ltd. Full time

    Job Description – Finance Role : AVP – Fund Raising Key responsibilities: Fund Raising  Spearheaded the fund-raising efforts, good relationship with global/domestic /Banks, FIIs.  Leading the fund-raising initiative of the Company to ensure clear visibility of funds/credit limit for ensuring the AUM growth and Cash Flows.  Representing company...


  • india Wife Full time

    Job Description Wife is looking for an Senior Brand Strategist – a big-picture thinker, a storyteller, one who can incorporate market insights, consumer behavior, brand development tools, and dreams to build stunning brands. Positioning, identity, personality, awareness, equity, leveraging, research, and analysis should be words he/ she uses in passé. If...


  • India Umbrella Fund Full time

    **THIS IS A FULLY REMOTE POSITION** Our team at Umbrella Fund is made up of the most talented and skilled professionals in the eCommerce industry, and we are excited for you to bring your unique skills and expertise to the table. **Responsibilities**: - Develop and implement eCommerce supply chain strategies that maximize efficiency, minimize costs, and...

  • Fund raising

    1 week ago


    India PERSOLKELLY India Full time

    Position F&A – Fund Raising Location Bangalore – Head Office Reporting To Head – Fund Raising Job Summary This position is responsible for raising timely funds as per the business requirements. Broad Roles and Responsibilities ❖ Exposure to Multilateral/Offshore entities. ❖ Exposure to Corporate banking/financial markets. ❖ Exposure to Domestic &...


  • India Umbrella Fund Full time

    **THIS IS A FULLY REMOTE POSITION AS PER US CENTRAL TIME** Our team at Umbrella Fund is made up of the most talented and skilled professionals in the eCommerce industry, and we are excited for you to bring your unique skills and expertise to the table. **Job Description**: **Responsibilities**: - Develop and implement eCommerce supply chain strategies...

  • Product Manager

    3 weeks ago


    india Kotak Mutual Fund Full time

    Roles & Responsibilities: and own product roadmap new product features and product strategies leveraging the data available in-house (GA4, campaign management tools) understanding of competition products/features in BFSI space; Collecting quantitative data through market research to arrive at best practices/product features have good sense of UI/UX and can...


  • india Wife Full time

    Job Description Wife is looking for a Lead Brand Strategist – the ultimate master of contradictions!  They are big-picture thinkers, but know how to execute the minutest detail.They live for integration, but have a laser sharp focus on the brand’s individual needs.They are jack of all trades and still can master in marrying insight to equity. They...

  • Dealing Desk

    3 weeks ago


    india HDFC securities Full time

    Monitor call volume to minimize abandoned rate Maximize productivity of the department Maintain team MIS Achieve team targets on TPP consistently Team targets on internal products Conduct new joiners training on the product Refresher training to be conducted Regular monitoring and feedback to be provided Pay-in and pay-outs of securities and funds Mutual...


  • india People Realm Recruitment Services Private Limited Full time

    Role - Vice President Quantitative Engineering Strategist Experience - 6 - 12 Years Company - Global Investment Bank The role is with the Asset Management division of the firm, the division brings together traditional and alternative investments, provide clients around the world with a dedicated partnership and focus on long-term performance. As the...

  • Operations Head

    2 days ago


    india Tarrakki Full time

    About Tarrakki: Tarrakki is an innovative fintech company specializing in embedded finance. We build infrastructure for investment and banking products through plug-and-play APIs and SDKs. Our solutions empower fintechs and brokers to digitize their investment offerings, acting as a digital bridge between financial product manufacturers and distributors....

  • Operations Head

    2 days ago


    india Tarrakki Full time

    About Tarrakki: Tarrakki is an innovative fintech company specializing in embedded finance. We build infrastructure for investment and banking products through plug-and-play APIs and SDKs. Our solutions empower fintechs and brokers to digitize their investment offerings, acting as a digital bridge between financial product manufacturers and distributors....


  • India Relitrade Stock Broking Full time

    **Department**: Equity & Mutual fund **Job Type**: Full Time **Experience**: Fresher for Intern **Vacancy**: 20