Avp / Sr. Manager – Pms And Aif Product Management And Strategy (mutual Fund Industry) , Mumbai
4 weeks ago
Position Name AVP Sr Manager xe2x80x93 PMS Product Location Mumbai Date Position Purpose Bringing PMS Product Ideas to life Principal Accountabilities Assisting the COO in executing the PMS Product strategy for India Monitor anticipate and assess market client competitor regulatory and industry trends to drive pms product strategy and identify opportunities for new product innovation o Conduct primary secondary research and competitive analyses o Perform data analyses to drive insights and inform recommendations o Synthesize research analyses and develop content Help define and build the business case for new pms product strategy development or modification initiatives through assembling fact-based arguments and developing compelling presentations and product notes Providing content in the development of presentations investment insight articles investor education articles timely product ideas and other marketing materials Collaborate with other internal functional partners including the Investment Distribution Legal Compliance Finance and Marketing teams Contribute to idea generation working closely with investment teams to ensure alignment on content creation and messaging Working closely with the marketing team to develop product support materials and sales ideas Ensuring that the investment stories for assigned products are presented consistently across Leverage internal investment research to create timely insights in support of sales initiatives Develop content to enhance pms product marketing collateral as needed Enforce superior quality control to ensure the accuracy of all content as well as consistency with firm style and brand Knowledge Skills CompetenciesKnowledge Skills Expertise Strong grasp of investment concepts products and the asset management industry ability to interpret investment research to support and create product content Understanding of equity fixed income markets Macro Markets and Economy Understanding of Equity Markets Good grasp on PMS AIF regulations Product Analytical Knowledge Competencies Proficiency with Wealth Spectrum Bloomberg and other analytical tools Communication Strong with Excel Powerpoint Attributes Proactive Insight driven Out of box ideas Preferred Industry Experience PMS Asset Management Wealth Management Industry 6 -10 years Talent Leads Consultants
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AVP - Sales AIF
3 weeks ago
Mumbai, Maharashtra, India Rockstud Capital Full timeCompany OverviewRockstud Capital is a leading alternative asset manager advising and managing funds across SEBI registered schemes, including CAT-II Venture Capital Hybrid AIF fund, CAT I AIF Angel Fund, and Portfolio Management Services (PMS). With a customer-first approach, we focus on supporting early-stage startups and investing in mid and small-cap...
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AVP - Sales AIF
2 weeks ago
Mumbai, Maharashtra, India Rockstud Capital Full timeJob DescriptionCompany OverviewRockstud Capital is a leading alternative asset manager advising and managing funds across SEBI registered schemes, including CAT-II Venture Capital Hybrid AIF fund, CAT I AIF Angel Fund, and Portfolio Management Services (PMS). With a customer-first approach, we focus on supporting early-stage startups and investing in mid and...
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3 Days Left: AIF Fund Operation Manager
4 weeks ago
Mumbai, Maharashtra, India SKS Enterpprises - Human Resource Planning and Management Full timeJob DescriptionPosition Name - AIF Fund Operation ManagerLocation - Powai - MumbaiExperience Range - 2+ yearsMandatory Requirement:- Strong understanding of AIF regulations, PMS guidelines, and SEBI compliance.- Proficiency in handling investor onboarding, KYC, and operational workflows.- Experience in liaising with custodians, RTAs, and consultants.-...
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Fund Manager
2 weeks ago
Mumbai, Maharashtra, India Samco Mutual Fund Full timeJob Description: Fund ManagerLocation: Mumbai Department: Investment Team, SAMCO Asset Management Reports to: Chief Investment Officer (CIO) Experience Required: 5-8 years+ Education: Degree in Finance, Economics, Mathematics, or related fields. Advanced degrees (CFA/FRM/MBA) preferred.Role Overview:We are seeking an experienced and dynamic Fund Manager to...
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Fund Manager
2 weeks ago
Mumbai, Maharashtra, India Samco Mutual Fund Full timeJob Description: Fund ManagerLocation: Mumbai Department: Investment Team, SAMCO Asset Management Reports to: Chief Investment Officer (CIO) Experience Required: 5-8 years+ Education: Degree in Finance, Economics, Mathematics, or related fields. Advanced degrees (CFA/FRM/MBA) preferred.Role Overview:We are seeking an experienced and dynamic Fund Manager to...
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Mutual Fund Product Manager
3 weeks ago
Mumbai, Maharashtra, India Arin Consultancy Private Limited Full timeWe are seeking an experienced and knowledgeable individual to join our team as a Mutual Fund Product Manager. This role requires a minimum of 4 to 5 years of experience within the mutual fund sector. If you have a passion for financial products, a deep understanding of mutual funds, and a proven track record in product management, we would love to hear from...
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AVP/DVP- Risk
3 weeks ago
Mumbai, Maharashtra, India The Premier Consultants ( Recruitment Company ) Full timeJob DescriptionThis is regarding opening with a Leading Fund Management Company as an AVP /DVP Risk -AIF/PMS/FPIDesignation: Senior Manager/AVP Risk -AIF/PMS/FPIExperience: 8 to 10+ years of work experience in Risk management in fund management or clearing settlement activitiesIndustry: Financial Services or Fund management companyLocation: MumbaiJob Role:-...
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Mumbai, Maharashtra, India PPFAS ASSET MANAGEMENT PRIVATE LIMITED Full timeAbout Us: PPFAS Wealth is a division of Parag Parikh Financial Advisory Services Limited (PPFAS). PPFAS was founded - by Mr. Parag Parikh - on the core values of transparency, effective communication, the 'Law of the Farm', and a client-first approach.Our Core approach is being the "Financial Doctors", prioritizing the client-centric strategy over a...
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Mumbai, Maharashtra, India Talent Corner HR Services Pvt Ltd Full timeThe Head - PMS Operations will be responsible for managing fund accounting, reconciliation, client reporting, SEBI compliance, and audits while ensuring operational efficiency and process improvements. This role requires leadership capabilities to manage a team and act as a second-in-command within the operations department.Key Responsibilities:- Fund...
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Relationship Manager- HNI Sales
24 hours ago
Mumbai, Maharashtra, India Kotak Mutual Fund Full timeJob Role- Meeting the Clients & developing Trust & relationship.- Customer interactive role with Portfolio Management experience.- Portfolio/Investment Engineers, who can help in designing portfolios.- Advice and suggesting different investment avenues to HNI clients.- Acquiring and catering to new HNI clients.- Growing the existing AUM book size.- Products-...
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Financial Relationship Manager
19 hours ago
Mumbai, Maharashtra, India Kotak Mutual Fund Full timeJob DescriptionThe Role:We are seeking a seasoned relationship manager to join our team of professionals dedicated to delivering exceptional client service and expertise in high net worth sales. The successful candidate will be responsible for developing and maintaining strong relationships with existing clients, as well as identifying and acquiring new...
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Senior Product Manager
3 weeks ago
Mumbai, Maharashtra, India Talent Leads HR Solutions Pvt Ltd Full timePosition Name AVP / Sr. Manager – PMS ProductLocation: Mumbai Date: Position Purpose: Bringing PMS Product Ideas to life. Principal Accountabilities: Assisting the COO in executing the PMS Product strategy for India. Monitor, anticipate and assess market, client, competitor, regulatory, and industry trends to drive pms product strategy and...
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AVP/Sr. Manager-Operations
3 weeks ago
Mumbai, Maharashtra, India Kuvera Full timeAVP - OperationsJDKuvera is looking for a curious and cognizant AVP - Operations to be a part of a motivated and energetic team at Kuvera.Kuvera.inis India's first free direct MF investment platform, trusted by more than 1.6 million investors with over Rs 50,000 crore in assets. The platform now offers a range of investment options for wealth creation,...
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Compliance – NBFC/PMS/AIF
3 weeks ago
Mumbai, Maharashtra, India Arin Consultancy Private Limited Full timeKey Roles & Responsibilities Compliance: SEBI reporting for AIFs (alternative investment funds), VCFs (venture capital funds) and Portfolio Manager (PMS) All applicable compliances under AIF Regulations and PPM of AIFs/VCFs SEBI compliances for Portfolio Management Services (PMS) RBI Compliances such as: InVi reporting, FC-TRS reporting and FLA...
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Vice President Funds
3 weeks ago
Mumbai, Maharashtra, India HSBC Full timeJob DescriptionJob descriptionSome careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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...
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AVP/Sr. Manager-Operations
2 weeks ago
Mumbai, Maharashtra, India Kuvera Full timeAVP - OperationsJDKuvera is looking for a curious and cognizant AVP - Operations to be a part of a motivated and energetic team at Kuvera. Kuvera.inis India's first free direct MF investment platform, trusted by more than 1.6 million investors with over Rs 50,000 crore in assets. The platform now offers a range of investment options for wealth creation,...
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AVP/Sr. Manager-Operations
2 weeks ago
Mumbai, Maharashtra, India Kuvera Full timeAVP - OperationsJDKuvera is looking for a curious and cognizant AVP - Operations to be a part of a motivated and energetic team at Kuvera. Kuvera.inis India's first free direct MF investment platform, trusted by more than 1.6 million investors with over Rs 50,000 crore in assets. The platform now offers a range of investment options for wealth creation,...
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27/02/2025) Aif Fund Operation Manager
4 weeks ago
Mumbai, Maharashtra, India SKS Enterpprises Full timePosition Name - AIF Fund Operation ManagerLocation - Powai - MumbaiExperience Range - 2 yearsMandatory Requirement Strong understanding of AIF regulations PMS guidelines and SEBI compliance Proficiency in handling investor onboarding KYC and operational workflows Experience in liaising with custodians RTAs and consultants Excellent communication ...
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HRBP – Mutual Funds
3 weeks ago
Mumbai, Maharashtra, India Arin Consultancy Private Limited Full timePosition : Manager / Sr. Manager Function : Mutual Fund Location: Mumbai Qualification: MBA from a reputed institute Work Experience Senior professional within the AMC industry with 5-7 years of experience as an HRBP Key Responsibilities Spearhead the talent acquisition process, including campus recruitment initiatives, and...
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Emkay - Senior Manager - Compliance/PMS & AIF
2 weeks ago
Mumbai, Maharashtra, India Emkay global Full timeRole & responsibilities:1. Monitoring of ongoing compliance and reporting as required under SEBI AIF and PMS regulation Preparation and submission of required monthly, quarterly, annual regulatory/ CTR and other compliance filings, reports, & disclosures to SEBI and other relevant authorities like trustees, custodians, RBI, etc.2. Liasoning and coordinating...