Mutual Fund Relationship Manager

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,...

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Job Description - DM- Operations - Mutual Fund The DM - Operations will be responsible for overseeing operational processes, ensuring the smooth functioning of transactions, compliance with regulatory requirements, efficient client servicing, and coordination with various internal and external stakeholders. This role demands strong organizational skills,...

Job DescriptionYou will be responsible for overseeing operational processes, ensuring the smooth functioning of transactions, compliance with regulatory requirements, efficient client servicing, and coordination with various internal and external stakeholders. This role demands strong organizational skills, attention to detail, and a deep understanding of...

Key Responsibilities - Oversee daily mutual fund operations and ensure timely processing of transactions. - Monitor compliance with regulatory requirements and company policies. - Identify and implement process improvements to enhance operational efficiency. - Stay updated on industry regulations (such as SEC rules) and ensure mutual fund operations comply...

Relationship Manager - MFThe Relationship Manager will be responsible for managing and growing the mutual funds portfolio. They will be required to build and maintain strong relationships with clients, provide financial advice, and ensure customer satisfaction. The role involves developing new business opportunities and achieving sales targets

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JOB ROLES & RESPONSIBILITIESOPERATIONS:Client Lifecycle: Documentation, A/C Opening, On-boarding, Mandates, Transactions, COB, CGS, etc.Vendor Management: Life & Health Insurance, Bankers, CAs, Brokers, Bonds, REITs, PMS, ProspectsE-mail Communication: at each process: on-boarding, Cash Account Updates, ExecutionREPORTING:Track & Maintain: Monthly Revenues,...