Relationship Mutual Funds Manager

About the Role is a digital mutual fund investment platform designed to simplify wealth creation through basket-based investing. We're looking for anexperienced Mutual Fund Distributor (MFD)to join as aCo-Founderand help us build the next big wealth tech brand in India.If you're an MFD who understands investor behaviour, has an existing AUM or strong client...

About is a digital mutual fund investment platform designed to simplify wealth creation for individuals and corporates. We provide basket-based mutual fund portfolios, SIPs, and curated investment strategies — all backed bytechnology, compliance, and transparency.Role OverviewWe are looking for aSales Representative based in Puneto drive bothB2B and B2C...

Role & responsibilitiesLooking for Relationship Manager with experience in DMAT accounts, SIPs (Systematic Investment Plans), and insurance. This role typically involves managing and nurturing client relationships, particularly in financial products.Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context.Key...

Job Description: We are seeking experienced and motivated professionals to join our Wealth Management team as Relationship Managers. The ideal candidate should have a strong understanding of Mutual Funds, PMS, and AIF products, along with proven experience in client relationship management and investment advisory. This role demands excellent communication...

The Role: Role OverviewWe are looking for a dynamic Relationship Manager to strengthen client relationships, drive business growth, and enhance our digital presence. This role requires a mix of client servicing, sales expertise, and financial knowledge.Key Responsibilities Build and maintain strong client relationships Acquire new clients through lead...

Job Description: Junior Relationship Manager (Wealth Management & Mutual Funds) - Restart CareerLocation: PuneExperience: 6 Months - 2 YearsAbout the Role:We are seeking a proactive and client-focusedJunior Relationship Managerto join our Wealth Management team in Pune. The ideal candidate will have 6 months to 2 years of experience in financial services or...

Job Title: Relationship ManagerAbout Choice Equity BrokingChoice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For 31 years, we have been committed to helping clients achieve their financial aspirations and promote value creation for...

Role & responsibilitiesCandidate will be responsible for acquiring candidates for Demat account & for equity, commodity and currency accounts per month)Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members.Preferred candidate...

About CitcoJOB DESCRIPTIONThe market leader. The premier provider. The best in the business. At Citco, we've been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and...

Job Description: Job Title: Fund Reporting.Financial Reporting Team – Asset Servicing – Fund ReportingQualification: Qualified or Semi Qualified CA/ICMA/CPA/ACCA/CFA, MBA Finance, Masters/ bachelor's degree in commerce.Experience: Fresher or 2+ years of work experience in statutory reporting, fund accounting, financial reporting, fund administration with...