RM - Mutual Funds - Asset Management
3 months ago
- Manage and expand aclient portfolio by establishing and fostering strongrelationships
- Understand the financial needsand objectives of clients to provide personalized investmentsolutions
- Conduct indepth financial analysisand research to provide valuable insights toclients
- Collaborate with internal teams todevelop and present investment proposals
- Act asa trusted advisor demonstrating indepth knowledge of mutual fundsand market trends
- Monitor clients portfoliosand provide regular performance updates
- Drivesales initiatives and identify new businessopportunities
- Ensure compliance with regulatoryrequirements and company policies
- Deliverexceptional client service and address inquiries and concerns in atimely manner
- Stay updated with industrydevelopments and market conditions to make informedrecommendations
- Bachelors degree inFinance Business Administration or a relatedfield
- Minimum of 6 Months of experience inasset management preferably focused on mutualfunds
- Demonstrated track record in portfoliomanagement and achieving sales targets
- Strongunderstanding of the mutual funds industry and investmentproducts
- Excellent communication andinterpersonal skills
- Proven ability to analyzefinancial data and market trends
- Ability tobuild and maintain strong clientrelationships
- Proficiency in relevant financialsoftware and tools
- Sound knowledge ofregulatory requirements and compliancestandards
financialanalysis,portfolio management,mutualfunds,sales
-
Rm
3 months ago
Raipur, India Morpheus Human Consulting Full timeReference Code: - 490-36 - Job Title: **RM - Partner Sales - Financial Services - Raipur** - Category: - Financial Services - Job Description: - Job Responsibility - 1. Managing end to end sales operations for customers and POSP - 2. Activation of the point of sales channel and activating them for the range of products offered by the company - 3....
-
Fund Accounting Associate
4 months ago
Raipur, India Fundtec Services LLP Full time**Fund Accounting Associate** **Job Summary**:We're looking for a detail-oriented Fund Accounting Associate to join us. You'll handle financial tasks for investment funds. You need to understand investment accounting, be great at analyzing, and work well in a fast-paced setting. **Key Responsibilities**: - Fund Accounting: Maintain accurate records,...
-
Fund Accounting
3 months ago
Raipur, Chhattisgarh, India Great find recruitment Full time**Job Summary**: We're looking for a detail-oriented Fund Accounting Associateto join us. You'll handle financial tasks for investment funds. You need to understand investment accounting, be great at analyzing, and work well in a fast-paced setting. **Key Responsibilities**: - Fund Accounting: Maintain accurate records, reconcile transactions, calculate...
-
Fund Accounting Associate
1 day ago
Raipur, India Fundtec Full timeFund Accounting AssociateJob Summary:Were looking for a detailoriented Fund Accounting Associate to join us. Youll handle financial tasks for investment funds. You need to understand investment accounting be great at analyzing and work well in a fastpaced setting.Key Responsibilities:Fund Accounting: Maintain accurate records reconcile transactions calculate...
-
Fund Accounting Associate
3 weeks ago
Raipur, India Fundtec Full timeFund AccountingAssociateJobSummary:Were looking for a detailoriented FundAccounting Associate to join us. Youll handle financial tasks forinvestment funds. You need to understand investment accounting begreat at analyzing and work well in a fastpacedsetting.KeyResponsibilities:FundAccounting: Maintain accurate records reconcile transactionscalculate Net...
-
Fund Accounting Associate
3 months ago
Raipur, Chhattisgarh, India Fundtec Services LLP Full time**Fund Accounting Associate** **Job Summary**:We're looking for a detail-oriented Fund Accounting Associate to join us. You'll handle financial tasks for investment funds. You need to understand investment accounting, be great at analyzing, and work well in a fast-paced setting. **Key Responsibilities**: - Fund Accounting: Maintain accurate records,...
-
Fund Accounting Associate
3 months ago
Raipur, Chhattisgarh, India Fundtec Services LLP Full timeyears**Fund Accounting Associate** **Job Summary**:We're looking for a detail-oriented Fund Accounting Associate to join us. You'll handle financial tasks for investment funds. You need to understand investment accounting, be great at analyzing, and work well in a fast-paced setting. **Key Responsibilities**: - Fund Accounting: Maintain accurate records,...
-
Area Sales Manager
16 hours ago
raipur, India SkillLabs Full timeROLES AND RESPONSIBILTIES Team management of front line sales. Increase penetration & support BAL in growing market share through frontline sales team To ensure sale of finance schemes to customers (Within & Outside dealership) as per the targets through the front line sales team Maintain & improve the relationship with the dealers through frontline sales...
-
Fund Accounting Associate
3 months ago
Raipur, India Fundtec Services LLP Full time**Job Summary**: **Key Responsibilities**: - Perform daily, weekly, and monthly accounting activities for assigned funds, including reconciliations, cash and position reconciliations, expense accruals, and income and expense allocations - Ensure accuracy and completeness of financial data and prepare financial statements, including balance sheets, income...
-
Relationship Manager
24 hours ago
raipur, India HDFC securities Full timePosition: Relationship Manager - Raipur. Education and Qualification: Graduate (Any Stream). Experience : Minimum 5 year into Broking Industry Skills Required : Fluent in both verbal and written Communications. Good understanding of equity and derivatives Experienced in Cross Sales Roles and Responsibilities : RM will be given set of existing...
-
Senior Fund Accounting Associate
1 day ago
Raipur, India Fundtec Full timeSenior Fund Accounting AssociateJob Summary:Were seeking a detailoriented Senior Fund Accounting Associate to join us. Youll handle financial tasks for investment funds. You need to understand investment accounting be great at analyzing and work well in a fastpaced setting.Key Responsibilities:Do daily weekly and monthly accounting tasks for assigned...
-
WBCG:GCG - Relationship Manager-Liabilities
2 days ago
raipur, India Axis Bank Full timeThe RM is responsible for scoping of the area sales and operations and implementing strategies to increase productivity and performance levels in order to achieve the Circle’s financial targets. They are responsible for ensuring the smooth functioning of the daily operations and compliance with the rules and regulations set as per banking norms for...
-
Relationship Manager
2 weeks ago
raipur, India HDFC securities Full timePosition: Relationship Manager - Raipur.Education and Qualification: Graduate (Any Stream).Experience : Minimum 5 year into Broking IndustrySkills Required :Fluent in both verbal and written Communications.Good understanding of equity and derivativesExperienced in Cross SalesRoles and Responsibilities :RM will be given set of existing customers.Develop...
-
Relationship Manager
2 weeks ago
Raipur, India HDFC securities Full timePosition: Relationship Manager - Raipur.Education and Qualification:Graduate (Any Stream).Experience : Minimum 5 year into Broking IndustrySkills Required :Fluent in both verbal and written Communications.Good understanding of equity and derivativesExperienced in Cross SalesRoles and Responsibilities :RM will be given set of existing customers.Develop...
-
Digital Marketer
3 months ago
Raipur, India Wealthoo fintech pvt ltd Full time**About us** **Wealthoo** is a fin tech startup company that empower both advisor and investor to utilize the best potential of technology and research to create wealth from mutual fund investment. Our expert team consistently track the market and fin-tech arena to provide the best tool to utilize the full potential of the our advisor skills that could be...
-
Senior Fund Accounting Associate
6 days ago
Raipur, India Fundtec Full timeSenior Fund AccountingAssociateJobSummary:Were seeking a detailoriented Senior FundAccounting Associate to join us. Youll handle financial tasks forinvestment funds. You need to understand investment accounting begreat at analyzing and work well in a fastpacedsetting.KeyResponsibilities:Dodaily weekly and monthly accounting tasks for assignedfunds.Check...
-
Assistant Manager- Project Finance
1 week ago
Raipur (Ahmedabad), India Torrent Power Full timeExpected Work experience: 3-5 years Job Roles & Responsibilties- Issuing listed NCDs (end to end process including bidding, credit rating, negotiation of term sheet, documents, EBP etc.).Issuing listed CPs (handing process end to end).Part of team raising term loans, responsible for renewal / tie-up of working capital facilities (including negotiation of...
-
REAL Group
4 weeks ago
Raipur, India Real Ispat & Power Ltd Full time1) Responsible for Portfolio Management of the Group 2) Responsible for Financial Modeling, Analysis of Financial Statements, Risk Analysis & Management. 3) Sound knowledge of key parameters like-CAGR, IRR, Yield, BETA, ALFA etc. 4) Sound knowledge of Share Markets, Mutual Funds, AIFs, Long Short Funds etc. 5) Sound knowledge of Stock, Derivative, Currency...
-
Chief Investment Officer
4 months ago
Raipur, India ASAP Recruitment Full timePosition - Chief Investment Officer Work Location - Raipur Salary budget - Negotiable Experience - 10+years Education - CA, CFA, MBA (Finance) Industry Preferences: Investment/Capital Market/ Financial Services Job Responsibilities - Responsible for Portfolio Management of the Group - Responsible for Financial Modeling, Analysis of Financial...
-
Real Ispat
4 weeks ago
Raipur, India REAL ISPAT AND POWER LTD Full timeJob Description / Key Responsibilities:1) Responsible for Portfolio Management of the Group2) Responsible for Financial Modeling, Analysis of Financial Statements, Risk Analysis & Management.3) Sound knowledge of key parameters like-CAGR, IRR, Yield, BETA, ALFA etc.4) Sound knowledge of Share Markets, Mutual Funds, AIFs, Long Short Funds etc.5) Sound...