Mutual Fund Portfolio Leader

2 days ago


Ahmedabad, Gujarat, India beBeeMutualFundLeader Full time ₹ 15,00,000 - ₹ 20,00,000

Job Overview

">
  • We are seeking a seasoned professional to lead our mutual fund product portfolio. The successful candidate will be responsible for the end-to-end lifecycle of these products, from ideation and design to launch and performance tracking.

  • This role requires strong market research skills, including competitor benchmarking and investor behavior analysis. You will identify product gaps and innovation opportunities, ensuring alignment with our investment philosophy and regulatory requirements.

  • You will develop and execute sales strategies to achieve AUM targets across various channels, building relationships with key distribution partners, such as banks, IFAs, national distributors, and digital platforms.

  • The ideal candidate will have at least 10 years of experience in mutual fund or asset management companies, with demonstrated success in both product and sales roles.

  • A deep understanding of mutual fund regulations (SEBI guidelines), investor risk profiling, and product suitability framework is essential.

  • Strong leadership ability to manage cross-functional teams and distribution networks is also required.



  • Ahmedabad, Gujarat, India beBeeLeadership Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Leadership Opportunity:Spearhead Mutual Fund Excellence- Develop and execute the overall product strategy to achieve AUM targets across various channels.- Conduct market research, competitor benchmarking, and investor behavior analysis to identify product gaps and innovation opportunities.- Ensure alignment of products with investment philosophy, regulatory...


  • Ahmedabad, Gujarat, India Tipsons Group Full time

    - Lead the end-to-end lifecycle of mutual fund products — ideation, design, regulatory approvals, launch, and performance tracking.- Conduct in-depth market research, competitor benchmarking, and investor behavior analysis to identify product gaps and innovation opportunities.- Ensure alignment of products with investment philosophy, regulatory...


  • Ahmedabad, Gujarat, India Tip Sons Full time

    Responsibilities:- Lead the end-to-end lifecycle of mutual fund products - ideation, design, regulatory approvals, launch, and performance tracking.- Conduct in-depth market research, competitor benchmarking, and investor behavior analysis to identify product gaps and innovation opportunities.- Ensure alignment of products with investment philosophy,...


  • Ahmedabad, Gujarat, India Canara Robeco Mutual Fund Full time

    Job Responsibilities: • Administer and monitor sales and daily operations for Institutional sales, conduct self review and track and report all sales activities. • Use experience and expertise to achieve business targets set by the company. • Onboarding institutional clients including direct dealing with large investors and getting business from...


  • Ahmedabad, Gujarat, India beBeeCustomerService Full time ₹ 1,04,000 - ₹ 1,30,878

    We are seeking a seasoned Customer Service professional to deliver exceptional client experiences and drive business growth.Responsibilities:Provide proactive and responsive support to clients regarding their mutual fund investments.Resolve customer inquiries and issues efficiently, ensuring high levels of satisfaction.Foster strong relationships with...


  • Ahmedabad, Gujarat, India Canara Robeco Mutual Fund Full time

    Job Responsibilities:• Administer and monitor sales and daily operations for Institutional sales, conduct self review and track and report all sales activities. • Use experience and expertise to achieve business targets set by the company. • Onboarding institutional clients including direct dealing with large investors and getting business from...


  • Ahmedabad, Gujarat, India beBeeWealthManager Full time ₹ 37,50,000 - ₹ 50,00,000

    Role Overview">The Wealth Manager is a senior leadership position responsible for guiding, mentoring, and managing high-performing teams. This role focuses on driving significant growth in client assets by acquiring and managing HNI/UHNI relationships, delivering strategic investment solutions, and ensuring exceptional client experiences.">Candidates must...


  • Ahmedabad, Gujarat, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 40,00,000

    About the RoleWe are seeking a highly motivated and skilled student intern for Portfolio Management role. This is an extraordinary opportunity for a self-driven, financially astute student with an eye for investment analysis.About the Internship:As a Wealth Manager, you will work on cutting-edge projects involving investment advisory, portfolio management,...


  • Ahmedabad, Gujarat, India Tata Mutual Fund Full time

    Job DescriptionJob DescriptionNew Business Prospects:- Originate new business prospects within the SME sector through direct sourcing and open market channels.Customer Acquisition:- Acquire SME customers and manage their proposals, guiding them up to the disbursement stage.Business Generation:- Meet existing SME clients to identify business opportunities and...


  • Ahmedabad, Gujarat, India beBeeLeader Full time ₹ 3,00,00,000 - ₹ 5,00,00,000

    Job TitleA seasoned wealth management professional is sought to lead high-performing teams in driving strategic growth and delivering exceptional client experiences.The successful candidate will have a proven track record of managing large HNI/UHNI portfolios and delivering consistent business growth, with a strong network of relationships in the...