Chartered Accountant Collaboration Mutual Fund Investments
4 weeks ago
About RevenUmf.com RevenUmf.com is a SEBI-registered mutual fund investment platform built to simplify and modernize how people invest. Using AI-driven insights and a fully digital process, we help individuals, NRIs, and corporates invest in mutual funds in a transparent and efficient manner. About the Role We are looking to collaborate with Chartered Accountants and CA firms who are interested in helping their clients invest intelligently and grow wealth through mutual funds. As a CA, you already have your clients’ financial trust — and we provide the technology and advisory support to help them invest seamlessly. What You’ll Do: Introduce your clients to RevenUmf.com for their investment and SIP needs. Educate clients on the benefits of goal-based mutual fund investing. Coordinate with our advisory team for onboarding and execution (we handle everything end-to-end). What You’ll Get: Attractive incentive-based earnings for each successful client investment. No operational workload — our team manages advisory, KYC, and execution. Access to our dedicated support team and regular product updates. Who We’re Looking For: Practising Chartered Accountants or CA firms with an active client base. Professionals open to offering mutual fund investment access alongside their financial services. Ethical, client-first professionals who value transparency and compliance. If you’re a CA who wants to expand your client offering and earn through a compliant, technology-led investment platform we’d love to connect.
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Institutional Sales Manager – Mutual Funds
1 week ago
bangalore, India Capitalmind Mutual Fund Full timeJob Title: Institutional Sales Manager – Mutual Funds Company: Capitalmind Asset Management Private Limited Location: 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...
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bangalore, India Helios Mutual Fund Full timeJob Title: Virtual Relationship Manager – Mutual Fund Distributors (MFDs) Location: Mumbai Employment Type: Full-Time Experience Level: 0–3 years (Graduates welcome; Freshers encouraged to apply) About the Role: We are seeking a dynamic and driven individuals to join our team as a Virtual Relationship Manager MFD. This role is focused on engaging with...
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Head of Sales
7 days ago
bangalore, India Capitalmind Mutual Fund Full timeJob Title : Head of Sales Company : Capitalmind Asset Management Private Limited Work Location : Bangalore (Work from Office) About Capitalmind: Capitalmind Asset Management Private Limited manages the Capitalmind Mutual Fund, seeded by its parent and sponsor, Capitalmind Financial Services Private Limited. Led by CEO Deepak Shenoy, we offer multiple mutual...
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Head of Sales
6 days ago
bangalore district, India Capitalmind Mutual Fund Full timeJob Title : Head of Sales Company : Capitalmind Asset Management Private Limited Work Location : Bangalore (Work from Office) About Capitalmind: Capitalmind Asset Management Private Limited manages the Capitalmind Mutual Fund, seeded by its parent and sponsor, Capitalmind Financial Services Private Limited. Led by CEO Deepak Shenoy, we offer multiple...
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Head of Sales
6 days ago
Bangalore Division, India Capitalmind Mutual Fund Full timeJob Title : Head of Sales Company : Capitalmind Asset Management Private Limited Work Location : Bangalore (Work from Office) About Capitalmind: Capitalmind Asset Management Private Limited manages the Capitalmind Mutual Fund, seeded by its parent and sponsor, Capitalmind Financial Services Private Limited. Led by CEO Deepak Shenoy, we offer multiple...
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Sales Executive
6 days ago
Bangalore, India Capitalmind Mutual Fund Full timeJob Title : Head of Sales Company : Capitalmind Asset Management Private Limited Bangalore (Work from Office) Capitalmind Asset Management Private Limited manages the Capitalmind Mutual Fund, seeded by its parent and sponsor, Capitalmind Financial Services Private Limited. Led by CEO Deepak Shenoy, we offer multiple mutual fund schemes for retail, HNI,...
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Head of Sales
1 week ago
bangalore, India Capitalmind Mutual Fund Full timeJob Title: Head of Sales Company: Capitalmind Asset Management Private Limited Work Location: Bangalore (Work from Office) About Capitalmind:Capitalmind Asset Management Private Limited manages the Capitalmind Mutual Fund, seeded by its parent and sponsor, Capitalmind Financial Services Private Limited. Led by CEO Deepak Shenoy, we offer multiple mutual...
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Associate Manager, Fiduciary
2 weeks ago
Bangalore, Karnataka, India Standard Chartered Full timeJob Summary Fund Services To deliver service reports to Country Stakeholders clients in accordance with requirement and timeline as agreed in Services Level Memorandum and ensure reporting deadlines are met To ensure accurate calculation and posting entries in relation to valuation including management fee expenses performance fee etc in accordance with...
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Spl'st, Fiduciary
2 weeks ago
Bangalore, Karnataka, India Standard Chartered Full timeJob Summary Fund Services To deliver service reports to Country Stakeholders clients in accordance with requirement and timeline as agreed in Services Level Memorandum and ensure reporting deadlines are met To ensure accurate calculation and posting entries in relation to valuation including management fee expenses performance fee etc in accordance with...
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Financial Sales Consultant
7 days ago
bangalore, India Mutual Fund Distributor Insurance Advisor Full timeJob Title:Sales Executive – Finance & Investment Products (Mutual Funds, Insurance)Job Description:We are seeking a dynamic and result-driven Sales Executive with experience in the finance or banking field. The candidate will be responsible for promoting and selling Mutual Funds, and Life Insurance products to clients.Key Responsibilities:Present and...
