Mutual Fund Accounting

**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...

Overview:As aRelationship Manager for Mutual Funds you will play a crucial rolein developing and maintaining relationships with clients to promoteand sell mutual funds products. You will be responsible forproviding financial advice understanding clients investment needsand offering suitable mutual fund solutions. Your role is essentialin ensuring client...

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...

Job Roles & Responsibilities:New Clients: Existing Funds & Insurance Analysis. Data Collection for Income, Expenses, Assets and Liabilities.Create Investment Proposals and Enter Data in to Software and ExcelTrack Goals, Asset Allocation, SIP & STP ReconciliationsCreate Review Reports and Portfolio Analysis and Product NotesShare Executiuon Plans, SIP...

**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...

Hiring Senior professional within the AMC industry with at least 10 years of experience in Mutual Funds sales Senior professional within the AMC industry with at least 10 years of experience in Mutual Funds sales Responsible for growth of business in south India both retail, partnerships and Institutional business Generating innovative ideas for new client...

Hiring Senior professional within the AMC industry with at least 10 years of experience in Mutual Funds sales- Senior professional within the AMC industry with at least 10 years of experience in Mutual Funds sales- Responsible for growth of business in south India - both retail, partnerships and Institutional business- Generating innovative ideas for new...

**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...

Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...

Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...

**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...

Role Description : The performance of Fund Accounting related activities. Evaluates and reconciles complex funds including mutual, commingled, and collective for production of client month-end reports or for daily valuation. Verifies complex transactions, audits income reports within scheduled timeframes and resolves exceptions on a daily basis for fund...

Be a part of an exciting growth journey of Groww.About Groww Groww is India's fastestgrowing 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 base of around...

Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...

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,...

ITES / BPO / Operations / Customer Service / Telecalling _Mumbai Western Suburbs_ May 13, 2023 - May 13, 2024 Mutual Fund **Job Overview**: - **Office Location (Area) **Bangalore - **Course Type **Full Time - **Min Required Experience (Years) **0 - **Max Required Experience (Years) **0 - Handling Mutual fund front desk - Acceptance of transactions with...

**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...

Roles and ResponsibilitiesResponsible for conceptualizing & executing the product vision for Mutual FundsResponsible for New Product Development in Wallets.Product Strategy, Road map, Planning in Mobile walletsHandling overall UI/UX revamp of Mobile WalletResponsible for identifying business & technical challengesResolving project bottle necks by liaising...

**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...

Hi,This is Shashidhar from SUMUKHA HRSOLUTIONS, as per the discussion forwarding company details, kindly find the below.Position: Mutual Fund Sales ManagerLocation: BengaluruExperience: 5 to 10 yearsThanks & RegardsShashidharSUMUKHA HR Solutions / Job Types: Full-time, PermanentSalary: ₹80,000.00 per monthSchedule: Day shiftExperience: 10 key typing: 5...