Product Manager-Mutual Fund

4 weeks ago


Mumbai India IDFC FIRST Bank Full time

Role/Job Title:Product Manager- Mutual Fund

Function/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 of evaluation, due diligence, suitability, commercials, sales & operational processes
  • Relationship management with business partners, AMCs, Third Party product providers
  • Ensure legal & compliance requirements with respect to investment products are met.
  • Attend fund manager calls and provide input wherever necessary.
  • Ideate on opportunities to enhance the product basket.
  • Maintain top standards of internal and external communication.
  • Automate Excel sheets and build models on financial planning.
  • Collate and update Weekly/Monthly reports and presentations.
  • MIS & platform enhancements.
  • Satisfactory regulatory audits.
  • Run campaigns and assist in Investor education programs. Managerial & leadership responsibilities Self-starter
  • Motivated and hard-working In-depth knowledge of investment products across asset classes
  • Skills Required Strong knowledge on mutual funds and portfolios (PMS/AIF is a bonus) Excellent verbal and written communication Job Requirements.

Educational Qualifications:

Graduation: Any

Experience:2 to 5 years Industry Banking/ Wealth Management / AMC.



  • mumbai, India Axis Mutual Fund Full time

    JOB DESCRIPTIONJOB TITLE Channel Manager Report to Channel Head/ State Head No of Direct reportees Nil Department Retail Sales Position Grade Range Manager/Senior Manager (May vary based on experience)JOB PU JOB PURPOJOB PURPOSE:  The incumbent will be responsible for mobilizing the funds through the IFA’s.JOB ROLE :  The incumbent will be...


  • Mumbai, India IDFC FIRST Bank Full time

    Role/Job Title:  Product Manager- Mutual Fund Function/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...


  • mumbai, India IDFC FIRST Bank Full time

    Role/Job Title:  Product Manager- Mutual Fund Function/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...


  • Mumbai, India Axis Mutual Fund Full time

    JOB DESCRIPTION JOB TITLE Channel Manager Report to Channel Head/ State Head No of Direct reportees Nil Department Retail Sales Position Grade Range Manager/Senior Manager (May vary based on experience) JOB PU JOB PURPOJOB PURPOSE:  The incumbent will be responsible for mobilizing the funds through the IFA’s.JOB ROLE :  The incumbent will be...


  • Mumbai, India Axis Mutual Fund Full time

    JOB DESCRIPTION JOB TITLE Channel Manager Report to Channel Head/ State Head No of Direct reportees Nil Department Retail Sales Position Grade Range Manager/Senior Manager (May vary based on experience) JOB PU JOB PURPOJOB PURPOSE:  The incumbent will be responsible for mobilizing the funds through the IFA’s.JOB ROLE :  The incumbent will be...


  • mumbai, India Axis Mutual Fund Full time

    JOB DESCRIPTION JOB TITLE Channel Manager Report to Channel Head/ State Head No of Direct reportees Nil Department Retail Sales Position Grade Range Manager/Senior Manager (May vary based on experience) JOB PU JOB PURPOJOB PURPOSE:  The incumbent will be responsible for mobilizing the funds through the IFA’s. JOB ROLE :  The incumbent will be...

  • Mutual Fund Analyst

    4 weeks ago


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

  • Mutual Fund Executive

    1 month ago


    Mumbai, India Pratham Services Fincorp LLP Full time

    **Responsibilities**: - Excel Data Analysis: Utilize advanced Excel functions, formulas, and macros to manipulate and analyze large datasets related to mutual funds, including historical performance data, portfolio holdings, fund flows, and investor demographics. - Investment Research: Conduct thorough research on various mutual funds, analyzing their...


  • 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 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...


  • mumbai, India Quantum Mutual Fund Full time

    About Quantum AMC :Quantum AMC is an Indian asset management company (AMC) headquartered in Mumbai, India. The Quantum story began in 1990 when our founder Ajit Dayal started the Quantum Advisors Group (the Sponsor and parent company of Quantum Asset Management Company Pvt. Ltd). Quantum Advisors is an India focused, SEBI-registered Portfolio Manager and a...


  • 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...


  • Mumbai, India Quantum Mutual Fund Full time

    About Quantum AMC :Quantum AMC is an Indian asset management company (AMC) headquartered in Mumbai, India. The Quantum story began in 1990 when our founder Ajit Dayal started the Quantum Advisors Group (the Sponsor and parent company of Quantum Asset Management Company Pvt. Ltd). Quantum Advisors is an India focused, SEBI-registered Portfolio Manager and a...


  • Mumbai, India Quantum Mutual Fund Full time

    About Quantum AMC:Quantum AMC is an Indian asset management company (AMC) headquartered in Mumbai, India. The Quantum story began in 1990 when our founder Ajit Dayal started the Quantum Advisors Group (the Sponsor and parent company of Quantum Asset Management Company Pvt. Ltd). Quantum Advisors is an India focused, SEBI-registered Portfolio Manager and a...

  • Mutual Funds Sales

    3 hours ago


    mumbai, India Anand Rathi Share and Stock Brokers Ltd Full time

    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...

  • Mutual Funds Sales

    13 hours ago


    Mumbai, India Anand Rathi Share and Stock Brokers Ltd Full time

    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...

  • Mutual Funds Sales

    12 hours ago


    Mumbai, India Anand Rathi Share and Stock Brokers Ltd Full time

    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...

  • Mutual Funds Sales

    19 hours ago


    mumbai, India Anand Rathi Share and Stock Brokers Ltd Full time

    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...

  • Mutual Fund Analyst

    4 weeks ago


    Mumbai, 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


    Mumbai, 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...