Associate - Mutual Fund Operations

4 weeks ago


Bengaluru Karnataka, India groww Full time

**About Groww**

We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, and every algorithm down to the tiniest detail is executed keeping the customers’ needs and convenience in mind. Our people are our greatest strength. Everyone at Groww is driven by ownership, customer-centricity, integrity, and the passion to constantly challenge the status quo.

Are you as passionate about defying conventions and creating something extraordinary as we are? Let’s chat.

**Our Vision**

Every individual deserves the knowledge, tools, and confidence to make informed financial decisions. At Groww, we are making sure every Indian feels empowered to do so through a cutting-edge multi-product platform offering a variety of financial services. Our long-term vision is to become the trusted financial partner for millions of Indians.

**Our Values**

Our culture enables us to be what we are — India’s fastest-growing financial services company. Everyone at Groww enjoys the autonomy and flexibility to bring their best work to the table, as well as craft a promising career for themselves.
- The values that form our foundation are:

- Radical customer centricity
- Ownership-driven culture
- Keeping everything simple
- Long-term thinking
- Complete transparency

**Job Responsibility**:

- Utilize Excel functions and formulas for preparing data.
- Collaborate with clients, financial advisors, and portfolio managers to address their inquiries and provide insights on investment opportunities. Build and maintain strong client relationships through regular communication and reporting.
- Build and maintain strong client relationships through regular communication and reporting with AMC, RTAs, Exchanges & other third parties.
- Stay updated with industry regulations and compliance requirements governing mutual funds. Ensure all activities and processes adhere to regulatory guidelines, including KYC (Know Your Customer) and AML (Anti-Money Laundering) policies.
- Work closely with cross-functional teams, including operations, sales, and marketing, to support mutual fund initiatives and deliver integrated solutions to clients. Collaborate on product development and enhancement projects.

**Job Requirement**
- Proven experience 1-2 year in the mutual fund industry, with a strong understanding of different fund types, investment strategies, and risk management practices.
- Strong knowledge of financial markets, investment products, and regulatory frameworks governing the mutual fund industry.
- Excellent written and verbal communication skills, with the ability to present complex information in a clear and concise manner.
- Strong problem-solving skills and the ability to work independently or as part of a team.
- High ethical standards and commitment to maintaining confidentiality of sensitive information.
- Qualification: Any graduate



  • Bengaluru, Karnataka, India groww Full time

    **About Groww** We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, and every algorithm down to the tiniest detail is executed keeping...


  • Bengaluru, India groww Full time

    **Be a part of an exciting growth journey of Groww.** **About Groww** - Groww is India’s fastest-growing investment platform founded in 2016 by alums from Flipkart, ICICI, IITB, IITD, BITs Pilani and is backed by marquee investors like Tiger Global, Sequoia Capital, Ribbit Capital, and Y Combinator. We are a unicorn with a valuation of $3.2Bn with a user...

  • Mutual Funds Sales

    5 months ago


    Bengaluru, Karnataka, India Carveout Tech Full time

    We are looking for a HNI sales Manager and IP mutual funds sales individual performers to source from market. Salary range can be matched and negotiated. First round Telephonic At least 2 yrs exp in sales of mutual funds mandate Attractive incentives with no Cap. Contact on 9606674521 ASAP **Salary**: ₹30,000.00 - ₹100,000.00 per...


  • Bengaluru, Karnataka, India solvecube Full time

    MBA from reputed B-school with a Finance & /or marketing specialization Work Experience (highlight): - Senior professional within the AMC industry with at least 15 years of experience in Mutual Funds sales. Retail sales experience is necessary. Key Responsibilities: - Managing South zone's distribution network, which consists of all registered IFAs,...


  • Bengaluru, Karnataka, India Wells Fargo Full time

    **About this role**: Wells Fargo is seeking a Securities Operations Representative. **In this role, you will**: - Perform various operational tasks on complex securities that require general knowledge of unit functions and systems - Support securities operations - Identify ways to improve the overall process - Perform moderately complex duties such as...


  • Bengaluru, India PyjamaHR Full time

    **Introduction**: Join Goalstox, a dynamic financial technology startup at the forefront of goal-based investment management as a **Mutual Funds Distributor.** As MFD, you will play a pivotal role in helping investors achieve their financial goals. This is not your ordinary job; it's an opportunity to build your portfolio of investors, **earn lifelong...

  • Subject Matter Expert

    5 months ago


    Bengaluru, India neoworks technology llp Full time

    **Subject Matter Expert - Mutual Funds** **Roles & Responsibilities** - Mutual fund research and analysis: The Subject Matter Expert - Mutual Fund is responsible for conducting mutual fund research and analysis, including analyzing fund performance, portfolio holdings, fees and expenses, and other factors that impact investment decisions. They may also...


  • Bengaluru, Karnataka, India Optimum Future Full time

    Opportunity at Optimum FutureExcellent Opportunity to Advance Your Career in Mutual Fund SalesKey Responsibilities :• Sell Mutual Funds and Meet Sales Targets• Develop Strong Client Relationships and Build a Client Base• Collaborate with Cross-Functional Teams to Drive Business ResultsRequirements :• Min 1 year of experience in selling of Mutual...

  • Fund Administrator

    5 months ago


    Bengaluru, Karnataka, India HSBC Full time

    -Job description **Some careers shine brighter than others.** If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one of...

  • Mutual Fund Advisor

    5 months ago


    Banasankari 3rd Stage, Bengaluru, Karnataka, India SUMUKHA HR SOLUTIONS Full time

    Hi, Position: Mutual Fund Sales Location: Bengaluru Experience: 0 to 4 years Thanks & Regards Shashidhar SUMUKHA HR Solutions 9738638483 / 9066465916 **Job Types**: Full-time, Permanent **Salary**: ₹40,000.00 per month Schedule: - Day shift **Experience**: - 10 key typing: 5 years (preferred) Ability to Commute: - Banasankari 3rd Stage,...

  • Mutual Fund Advisor

    5 months ago


    Banasankari 3rd Stage, Bengaluru, Karnataka, India SUMUKHA HR SOLUTIONS Full time

    Hi, This is Shashidhar from SUMUKHA HRSOLUTIONS, as per the discussion forwarding company details, kindly find the below. Position: Mutual Fund Sales Manager Location: Bengaluru Experience: 5 to 10 years Thanks & Regards Shashidhar SUMUKHA HR Solutions 9738638483 / 9066465916 **Job Types**: Full-time, Permanent **Salary**: ₹80,000.00 per...

  • Fund Administrator

    4 weeks ago


    Bengaluru, Karnataka, India HSBC Full time

    -Job description **Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is,...

  • Advisor, Mutual Funds

    5 months ago


    Bengaluru, Karnataka, India PhonePe Full time

    **About PhonePe Group**: PhonePe is India’s leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and...

  • Mutual Fund

    5 months ago


    Bengaluru, India Innvocon Learning Solutions Full time

    **Requirements**: - Client relationship management - Banking, finance, Insurance, Brokering, Mutual Fund, etc related industry experience - 2nd & 4th Saturday off - Upto 4LPA fixed ctc **Roles & Responsibility** Activate existing inactive customers from the given data base. Develop relationship with the customers Educate customers regarding equity market...

  • Advisor, Mutual Funds

    5 months ago


    Bengaluru, India PhonePe Full time

    **About PhonePe** PhonePe is India’s leading digital payments platform with over 400 million+ registered users. Using PhonePe, users can send and receive money, recharge mobile, DTH, data cards, pay at stores, make utility payments, buy gold, and make investments. PhonePe went live for customers in August 2016 and was the first non-banking UPI app and...

  • Mutual Fund Advisor

    5 months ago


    Bengaluru, Karnataka, India Tetrahed INC Full time

    Critical Skills Required Relationship Management Influencing Skills Technical - Product Knowledge Presentation skills Interpersonal skills Effective Communication Result oriented with proper adherence to compliance Negotiation skills Competencies Required Role Purpose Role is to increase client base and maximize sales by planning and implementing...


  • Bengaluru, Karnataka, India State Street Full time

    JOB DESCRIPTION Job Title: Associate 2 Bank Level 200 _ A2 Legal Entity: SS CORP SVCS MUMBAI PVT LTD Business Line GPD Accounting - This figure is presented as of September 30, 2018 and includes approximately $28 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the...

  • Hedge Fund Accounting

    2 months ago


    Bengaluru, Karnataka, India State Street Corporation Full time

    Hedge Fund Accounting - Associate Responsibilities: - Conduct on site implementations of Geneva, including software installation, setup and hands-on functional and technical training. - Complete and validate cash and position reconciliations individually. - Complete and validate new system portfolio pricing individually. - Complete Income and expense...


  • Bengaluru, India CallTek Full time

    Social Media Manage the brand's social media profiles and presence, including Facebook, Twitter, LinkedIn, Instagram, YouTube, and additional channels that may be deemed relevant- Responsible to drive traffic and customer engagement- Create compelling and creative written content for social media posts, ads, and website updates- Twitter posts relating...


  • Bengaluru, Karnataka, India State Street Full time

    Job Title: Fund Accounting SpecialistJob Summary:We are seeking a highly skilled Fund Accounting Specialist to join our team at State Street. The successful candidate will be responsible for managing the day-to-day activities of a functional/oversight team, ensuring accuracy and timeliness in calculations and processing, as well as adherence to controls.Key...