19+ Mutual funds Jobs in India
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JOB DISCRIPTION: -
We are looking for a passionate sales executive to join our sales team. The sales executive
responsibilities include generating leads, making sales calls, continuously updating our CRM
database, and meeting sales targets.
To be successful as a sales executive you should be an inspired self-starter and able to drive sales
growth. Ultimately, a top-notch sales executive should be able to build relation with customers
and close sales.
Sales Executive Responsibilities:
Setting sales goals and developing sales strategies.
Researching prospects and generating leads.
Contacting potential and existing customers on the phone, by email, and in person.
Preparing and sending quotes and proposals.
Meeting daily, weekly, and monthly sales targets.
Participating in sales team meetings.
Selling wealth management products to the customer
Responsible for Managing Sales Target
Communicating with Customers, Ensuring Sales Growth
should generate revenue of 2-3 times of the cost
Incentives will be paid on a monthly basis which will add additional payment along with salary
Graduate/Post Graduate/MBA with 1 year of experience from BFSI
Work Experience 1+ Years of Sales experience,
Preference to NISM Certified candidates with experience in new client acquisition
Critical Skills Required
Relationship Management
Influencing Skills
Technical - Product Knowledge
Presentation skills
Interpersonal skills
Effective Communication
Result oriented with proper adherence to compliance
Negotiation skills
Greetings!!!
Please find below mentioned Job Description of Relationship Manager profile for your reference.
Company Name :- Bonanza Portfolio Ltd
Location : - Jaipur
Qualification : - Any Graduation
Job Description : -
1. New client acquisition, building new relationships and increasing depth in existing relationships with clients.
2. Selling online broking accounts- demat account, trading account.
3. Identifying customer needs, assessing their appetite and providing them investment options.
4. Achieving targets as assigned by the organisation on a monthly basis.
5. Migrating offline clients to do online trading.
6. Backend support to clients.
7. Regular updates to the immediate superior as a when required.
Past experience in the similar role will be preferred.
If you are interested in this opportunity, please feel free to connect or refer to the suitable candidate if you know anyone.
Please find below mentioned Job Description of Relationship Manager profile for your reference.
Company Name :- Bonanza Portfolio Ltd
Location : - Delhi
Qualification : - Any Graduation
Job Description : -
1. New client acquisition, building new relationships and increasing depth in existing relationships with clients.
2. Selling online broking accounts- demat account, trading account.
3. Identifying customer needs, assessing their appetite and providing them investment options.
4. Achieving targets as assigned by the organisation on a monthly basis.
5. Migrating offline clients to do online trading.
6. Backend support to clients.
7. Regular updates to the immediate superior as a when required.
Past experience in the similar role will be preferred.
If you are interested in this opportunity, please feel free to connect or refer to the suitable candidate if you know anyone
About Company
Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
Roles & responsibilities
• Onboarding, Handling, and Managing HNI / Ultra HNI clients.
• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography.
• Aiming for consistent growth of customer wallet share and book size.
• Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.
• Constantly review client portfolios and give a bird’s eye view.
• Ability to work in partnership with Federal Bank and drive leads & AUM.
• Service existing clients with the support of the client servicing team
• Adherence to all regulatory, statutory, and corporate compliance standards
Requirements
• 8+ years of experience in the Wealth Management space
• Must have completed an MBA from a premier business school.
• Should have a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE, etc.) & markets.
• English is mandatory and command of the local language would be beneficial.
• Ability to work in tandem with our channel partner and generate leads & business.
• Good communication and presentation skills
Greetings!!!
Please find below mentioned Job Description of Relationship Manager profile for your reference.
Company Name :- Bonanza Portfolio Ltd
Location : - Indore
Qualification : - Any Graduation
Job Description : -
1. New client acquisition, building new relationships and increasing depth in existing relationships with clients.
2. Selling online broking accounts- demat account, trading account.
3. Identifying customer needs, assessing their appetite and providing them investment options.
4. Achieving targets as assigned by the organisation on a monthly basis.
5. Migrating offline clients to do online trading.
6. Backend support to clients.
7. Regular updates to the immediate superior as a when required.
Past experience in the similar role will be preferred.
If you are interested in this opportunity, please feel free to connect or refer to the suitable candidate if you know anyone.
Hiring at JRG Financial Services Pvt Ltd
Summary of Hiring Deputy Manager/Asistant Manager
Role:
1. Process client instructions, forms, and applications
2. Follow up to ensure that appropriate timely action was taken on customers' instruction
3. Handle customer complaints, provide appropriate solutions and alternatives within the time limits, and follow up to ensure the resolution
4. Maintain updated records of applications and relevant documents
5. Follow communication procedures, guidelines, and policies
Apply Here- https://jrgfinancial.com/join-our-team/
Qualifications
Minimum Graduate
About Company
Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
Roles & responsibilities
• Onboarding, Handling and Managing HNI / Ultra HNI clients.
• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography.
• Aiming for consistent growth of customer wallet share and book size.
• Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.
• Constantly review client portfolios and give a birds’ eye view.
• Ability to work in partnership with Federal Bank and drive leads & AUM.
• Service existing clients with the support of client servicing team
• Adherence to all regulatory, statutory, and corporate compliance standards
Requirements
• 8+ years of experience in Wealth Management space
• Must have completed MBA from a premier business school.
• Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.
• English is mandatory and command on local language would be beneficial.
• Ability to work in tandem with our channel partner and generate leads & business.
• Good communication and presentation skills
Qrata matches top talent with global career opportunities from the world’s leading digital companies including some of the world’s fastest growing start-ups using qrata’s talent marketplaces. To sign-up please visit Qrata : https://talent.highpo.co/auth/register.
We are currently scouting - Insurance SME / Senior Manager (Product)
Location - Remote/Bhubaneshwar (Orissa)
About:-
Our customer is Access to quality primary healthcare at affordable prices is a pronounced pain point for most of rural India. Founded in 2021 3Founders. It enables the last-mile distribution of primary healthcare services by leveraging technology and a network of eClinics that make quality healthcare accessible to people in small towns and villages. We use a hybrid model to schedule appointments, provide teleconsultations, deliver medicine, address the diagnostic needs of patients, and facilitate admission for tertiary care at partner hospitals via a transparent booking model and concierge services. At present, they have partnered with 15 hospitals and three national laboratory chains, and have 15 eClinics across multiple remote districts and villages of Odisha and have helped over 10,000 patients in areas where immediate medical facilities are not easily available.
Investors:-
Elevar Equity featured with The EconomicTimes.com, Live Mint & Inc42
Job Responsibilities:-
-Design and set up the entire insurance product for company
-Candidate will be responsible for managing the complete product life cycle including product ideation, product development, filing and approval process with the regulator
-Work on creating end-to-end policies for our insurance SME business
-To monitor the new product development process project plan, collaborate with the stakeholders for timely launch of the product as per the timelines agreed with the stakeholders and ensure regulatory compliance for filing of new products
-To prepare and monitor the new product development process project plan
- To collaborate with various stakeholders and ensure timely launch of the product as per the plan agreed with the channel
- To ensure proper documentation and provide timely response to the regulatory queries for faster product approval
- To develop market intelligence and share the competition tracker on with the sales and management
- To interact with the training and content development team for preparing the product launch pack
- To prepare a product launch plan in agreement with the channel
- To ensure timely and successful launch plan of the products in line with business expectations
What the role outcomes will the person provide and must have’s:-
- Good knowledge of Financial products- The different types of instruments that apply to the management of cash flow that are available on the market, such as shares, bonds, options or funds
- Types of insurance- The various types of risk or loss transfer policies that exist and their characteristics, such as health insurance, car insurance or life insurance
- At least 10+ years of experience into Insurance SME
- Confidence, determination, persistence and zeal to learn & ready to work for a start-up
- Planning, analytical and organizational skills
- A flexible approach to work in order to adapt changes, for example in the healthcare system or product and drug formularies
- Must be willing, dedicated and success-oriented
- Should acquire basic knowledge of drugs and Pharma market
- Excellent spoken and written communication skills
Key Benefits that the company offers:-
-Becoming a part of the early core team
-Competitive salary
-Work with colleagues from strong backgrounds & hungry to succeed
Greetings from LMV Group !!!
We are hiring for Weath Executive /Sr. Wealth Executive /Wealth Manager Domain.
Candidate Must have their own bike and D.L.
Qualification - M.B.A /Pursuing M.B. A for Fresher.
For Experience must have sound experience in the relevant domain.
Interested Candidates can directly apply.
Job description:
A team player who has operational and order processing knowledge of Mutual Funds, IPO, NCDs, SGB, NCD etc. The role demands for TAT based working, teamwork, follow up with RTAs & AMCs for internal & external client’s query. The role requires good command over excel and MIS.
Requirement / Desired Skills:
- Mutual Funds operational Knowledge, Order Processing flow with BSE Star MF
- IPO Operational and order processing knowledge.
- Adapt at Excel to work on reports and provide required MIS whenever required.
- Good written and verbal communication skills specially in English
Perform daily reconciliation of accounts between Geneva and Custodian/Prime Broker.
Monthly investigation on Reconciliation discrepancies and verify all the transactions (Independently
complete cash, portfolio and capital reconciliations and investigate and resolve any discrepancy).
Prepare monthly financial reporting package for Hedge Funds, including the determination of "Net
Asset Value" and
prepare the Statement of Asset and Liabilities and Profit and Loss Statement
Ensure Fund income and expenses, including management and performance fees, are accrued for and
are in accordance with relevant accounting standards (Calculation of Incentive Fee and Management
Fee).
Accurate and timely processing of all capital activities including subscriptions, redemptions,
transfers, rollups, capital commitments and calls.
Derive pricing for portfolio investments. Updating status reports.
Cash Management-managing the daily cash flow of trades and monitoring fund cash-flows.
Process incoming and outgoing cash movements related to capital activity.
Creation and maintenance of investor information including payment models and contacts.
Preparation of Investor and Client reports including Audit confirmations, Trade confirmations etc.
Communicate the transactions associated with the fund(s) and work closely with internal and external
clients to provide accurate and thorough accounting packages.
Correspond with external investment managers regarding day-to-day fund inquiries including entering
security trades, fee, payments, cash position breaks, and reconciliations. Client engagement and a
dedication to quality service is a must for success.
Requirements for this role include:
University degree or equivalent that required 3+ years of formal studies of Finance/Accounting
principles
2+ year(s) of accounting experience for financial instruments (equities, fixed income, and derivatives),
operation of capital
markets, and life cycle of trades. Well versed with all financial instruments
Complete procedural knowledge of fund accounting is a must. Trade Booking, Cash reporting,
Exception analysing, reconciliation of assets and cash, Post pricing issues etc.
2+ year(s) of data entry experience that required a focus on quality including attention to detail,
accuracy, and
accountability for your work product.
2+ year(s) of experience using MS-Excel that required you to use Formulas, Tables & Formatting,
Conditional Formatting,
Charting, Pivot tables & Pivot Reporting.
2+ year(s) of experience in a service-oriented role where you had to correspond in writing or over the
phone with external
customers.
Ability to work regularly scheduled shifts from Monday-Friday.
Desired qualities:
A drive to broaden one’s knowledge of the financial services industry by learning new concepts and
systems and taking the
initiative to apply it to daily work assignments.
Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality
and accuracy.
Positivity and collegial approach in assisting both colleagues and clients and the ability to work in
team environment.
Curiosity, critical thinking and attention to detail: Whether it’s to identify a solution to a problem or
possibly help
implement a more efficient process or procedure, your skills have a place in our business.
Role/Title: Functional QA
Location: Mumbai/Bangalore
Fulltime/Permanent role
Notice period should not exceed more than 60days
Job Responsibilities:
Test Analyst:
- Good Communicator, 4 to 7 years, BFSI domain exp.(Investment banking/Capital Market/Wealth Management) is a must.
Skills & tools needed:
- Agile exp. and knowledge, end to end testing, UAT, regression, automation test frameworks.
Testing tools: JIRA, ALM
- Hands-on experience on test planning/test strategy, defect validation, sending status reports
Hi, Greeting form LMV Investment Services Pvt Ltd!!
Looking for BRANCH MANGER- MALE!!!!
JobDescription:
The branch manager is responsible for supervising and managing a branch and also responsible for oversee financial reporting and grow branch revenue. Should have a good knowledge about health insurance, life insurance & general insurance. should have a good organizational skills
Fix customer appointments and visit potential customers for new business.
Make the customer understand about the various benefits available in the plan & check whether it meets with the customer’s requirements.
Customer Leads as and when provided are to be called and fix appointments for sales visit.
Handling existing customer portfolio if given and lead generating through it, also candidate should generate business via converting individual leads generated by him.
Criteria Required:
Age Limit Upto 27 to 28 years.
Education Qualification: Graduate any stream.
Location:vizag
Experience of at least 4 to 5 years of Life Insurance sales.
2-Wheeler is Mandatory
This post only for immediate joiners!!!
Tradeplus - Online Brand of Navia Markets Ltd.- Navia Markets Limited is a financial services company established in the year 1983. It is widely known by its online brand Tradeplus and one of the fastest-growing discount broker in India. - Transparency, Technology and Timely service are our guiding principles. We understand that people do business with people they trust and understand. - We build trust among the customers by empowering our employees. We enrich the employees to work efficiently and smartly. Our company has received NSDL Star Performance Award for the years 2013, 2015, 2016, 2017 & 2018.
DUTIES & RESPONSIBILITIES:
- Ensure that smooth functioning for the Operations department consists of the trade process, settlement of funds and securities, IPO and Mutual Fund back end processes.
- Prepare various reports required for regulatory compliance and submit within the time limit for NSE, BSE, MCX and SEE etc.
- Handle internal, external and regulatory audits- Supervises/leads/coaches Operations staff wherever needed.
- Study the various regulatory circulars and plan for effective implementation with the guidance of HOD for compliance.
- Ensure to send various communications to the clients on a daily, monthly and quarterly basis within TAT after completing the trade and settlement process.
- Settle the funds and securities to the client on a timely manner as stipulated by the regulator and the policies of the company.
WORK EXPERIENCE AND QUALIFICATIONS :
PREFERRED EDUCATION REQUIREMENT:
Masters in Finance or CA / ICWA / ACS Intermediate
REQUIRED SOFT SKILLS :
- Set high standards for self and other team members.
- Foster an enabling environment where ideas are allowed to put to practice.
- Meet deadlines on assignments, juggle multiple tasks.
- Commitment to goals & Values
- Acts as a Team Player collaborate & support Colleagues / Peers within the department and across the company while still being able to work independently when needed.
REQUIRED BEHAVIORAL SKILLS :
- Excellent knowledge of Banking, Stock Broking business operations attained through a minimum of 5 years of work experience.
- Excellent Written & Verbal communication skills.- Proficiency in MS office especially with V- lookup & Pivot tools of Excel.
- Excellent time management and organizational skills.
- Have great attention to detail.
Sumit Kumar
Human Resources
Wishfin
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