Mutual Fund Manager

Job Description10451Major Deliverables:- Establishing relationship with registered users- Based on the client's requirement, recommending mutual funds- Achieving sales target for mutual fund sales - SIP / Lump sum- Resolving any of the client queries- Helping the investors with mutual fund portfolio review- Connecting with clients to give regular portfolio...

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 perspective Preparing strategy notes along with reports on recommended funds Customized wealth management research activities like risk profiler,...

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...

Job Description:As the Mutual Fund Subject-Matter-Expert on the team, publish in-depth quantitative research analyzing mutual funds across categories including equity and debt based on a rigorous framework you ownFor each category of fund, arrive at the shortlist with our own unbiased recommendation on the top 1-2 funds. Ensure recommendations are current by...

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...

Job DescriptionMajor Deliverables:- Establishing relationship with registered users- Based on the client's requirement, recommending mutual funds- Achieving sales target for mutual fund sales - SIP / Lump sum- Resolving any of the client queries- Helping the investors with mutual fund portfolio review- Connecting with clients to give regular portfolio and...

Role description: ·      Maintain a calendar of activities to build an engagement on SM ·      Develop the community over a short period of time ·      Design an overall palette for SM communications with relevant stakeholders. ·      Come up with concepts – serial or one-off – based on target audience ·      Obtain...

Job Description:Position Overview:The Insurance and Mutual Fund Back Office Specialist plays a crucial role in supporting the operational and administrative functions of an insurance and mutual fund company. This role involves managing and processing various financial transactions, ensuring accuracy and compliance with regulations, and providing excellent...

Role/Job Title:Product Manager- Mutual FundFunction/Department: Wealth, Retail Liabilities.Job Purpose:This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building financial planning models.Roles & Responsibilities:Onboarding of new products (MF, PMS, AIF) by way...

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

Company Description BellWether Associates is a wealth management firm that offers a complete range of financial products and services to clients. The company takes a client-centric approach and provides customized financial solutions to meet the unique needs of each client. The firm is committed to a process-based approach that prioritizes client...

A new opportunity for a Funding Officer working with The Phoenix Way Partners (TPW). This is a national collaborative partnership created during the Covid-19 pandemic as a response to the structural inequalities which Black and Ethnic Minority communities and community-led organisations face in relation to influencing and accessing grant funding in the UK. ...

Job DescriptionBusiness Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management. Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term...

Job DescriptionCore Responsibilities:o Perform in-depth industry, market and competitor researcho Perform valuation analysis on a wide range of companies using all accepted and relevant asset valuation approaches and theorieso Design valuation models for asset valuationo Independently gather data pertinent to the engagement through direct client interaction...

Job Description11100Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management. Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long...

Job Description11101Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management. Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long...

Job DescriptionSupport and co-partner with the sales team to underwrite CF business and manage the portfolio for the assigned areResponsibilities: Manage credit underwriting function for corporate realty and funding group business for the assigned portfolio. o Conduct periodic review of all existing policies, guidelines and processes to ensure updation on...

Job DescriptionCore domain expertise have Sound knowledge of Wealth1. Assist in raising funds from HNI / UHNI clients with Technical & Fundamental research for equities and advising the same to clients mapped to the wealth managers.2. Regular meetings with Active clients, converting the dormant clients into active along with respective wealth manger.3....

Job DescriptionResponsible to provide analytical, financial modeling, drafting, research and general support in all aspects of execution and feasibility analysis of new investment opportunities. Responsible to track potential investments in the appropriate areas.

Job DescriptionTo acquire, develop & maintain client relationships as well as manage the direct sales team to meet and exceed expectations.Post Graduate/ Graduate in any discipline.. Responsible for P&L and Portfolio growth of the Business for the Region.. Interest income - cost of fund (as of month of measurement). Fee income charged upfront and through...