22+ Mutual funds Jobs in India

‘Arth Vipra Finvest Pvt Ltd’ founded in 2021, meaning of this name is “Money Expert”, aims to serve the needs of individuals and enterprises in managing their finances by providing research-based distribution of world-class financial products keeping affordability in mind, and leveraging the best technology-based solutions. Arth Vipra Finvest Pvt Ltd has clients from all over the globe and is scaling up its reach using digital processes.

As an experienced and visionary Sales Manager, you will lead our mutual fund and insurance sales division. The ideal candidate will be a strategic thinker with a proven track record of driving revenue growth, expanding market presence, and building high-performing sales teams. This role offers an exciting opportunity to shape the future of our sales operations and drive business success in the financial services industry.

Key Responsibilities: 

·      Market Research and Analysis

·      Sales

·      Marketing Initiatives

·      Customer Relationship Management

·      Administrative Tasks

KRAs

Description

1.     Market Research and Analysis

·       Develop and implement strategic sales plans and initiatives to achieve revenue targets, market share growth, and profitability.

• Define sales objectives, set performance metrics, and establish action plans to drive results and meet business goals.

2.    Sales

·        Lead, mentor, and inspire a team of sales managers and representatives, fostering a culture of excellence, collaboration, and continuous improvement.

·         Provide guidance, coaching, and support to develop sales talent and maximize individual and team performance.

3.     Marketing Initiatives

·        Build and maintain relationships with key clients, strategic partners, and industry stakeholders to drive business development opportunities and enhance client satisfaction.

·        Collaborate with the sales team to identify client needs, customize solutions, and deliver value-added services.

4.     Customer Relationship Management

·        Identify new market opportunities, industry trends, and emerging customer needs to capitalize on growth potential and expand market presence.

·        Develop and execute market penetration strategies, targeting specific segments and geographic regions.

5.     Administrative Tasks

·        Oversee all aspects of sales operations, including sales forecasting, budgeting, pipeline management, and performance tracking.

·        Analyze sales data, market trends, and competitive landscape to assess performance, identify areas for improvement, and drive informed decision-making.

6.     Cross-Functional Collaboration

·        Collaborate closely with internal stakeholders, including marketing, product development, operations, and finance teams, to ensure alignment of sales strategies with overall business objectives.

·        Drive cross-functional initiatives to enhance sales effectiveness, streamline processes, and optimize resource allocation.

Other Details:

Education/Qualification/Training

Master’s/ bachelor’s degree in business administration, Marketing, Finance, or related field.

NISM exam-module VB : Mutual Fund Distributors (certification required within a month of joining)

Experience

Prior experience in sales or marketing roles (BFSI sector experience)

Skills

·        Proven expertise in mutual fund and insurance sales, with a deep understanding of products, markets, and industry regulations.

·        Strong leadership and management skills, with the ability to inspire and motivate teams to achieve ambitious goals.

·        Strategic thinker with excellent analytical and problem-solving abilities, capable of translating market insights into actionable sales strategies.

·        Exceptional communication, negotiation, and relationship-building skills, with the ability to influence stakeholders at all levels.

·        Demonstrated ability to thrive in a fast-paced, dynamic environment and drive change and innovation.

About Us:

Fisdom is a leading wealthtech platform, empowering investors to manage their wealth effortlessly. Our comprehensive suite of products and services caters to every financial need, including Mutual Funds, Stock Broking, Private Wealth, Tax Filing, and Pension Funds.

We offer a B2C app and an award-winning B2B2C distribution model. Through strategic partnerships with 15 of India’s largest banks, such as Indian Bank and UCO Bank, we provide wealth management products to a vast customer base. Our seamless integration into the banks' mobile and internet banking platforms makes us the first wealthtech company in India to launch a stock broking product for PSU bank customers.

At Fisdom, we’re breaking down barriers in wealth management, making these services accessible to underserved markets. With a combined user base exceeding 500 million across our partners, we’re uniquely positioned to lead the disruption in the wealthtech space, which is still in its early stages of adoption in India.

Our Journey and Future Vision:

Founded by veteran VC-turned-entrepreneur Subramanya SV (Subu) and former investment banker Anand Dalmia, Fisdom is backed by prominent investors like PayU (Naspers), Quona Capital, and Saama Capital, with $37 million raised to date. Known for our focus on revenue and profitability, we’ve established ourselves as the No.1 B2B2C wealthtech company in India and a highly respected name in the fintech ecosystem. Our goal is to maintain and grow our leadership position through continued innovation in product and technology.

We are looking for a driven and detail-oriented Legal & Compliance professional to join our team. The ideal candidate should have expertise in Mutual Funds, PMS, or Stock Broking, with a deep understanding of SEBI regulations, compliance management, audits, due diligence, and licensing. The role requires a proactive individual with an ownership mindset, capable of working in a fast-paced environment while ensuring adherence to legal and regulatory frameworks.

Key Responsibilities:

• Ensure regulatory compliance with SEBI, AMFI, PFRDA, IRDAI, and other governing bodies for Mutual Funds, PMS, or Insurance products.
• Oversee SEBI inspections, audits, and due diligence for regulatory filings and licensing requirements.
• Draft, review, and manage contracts, service agreements, and vendor agreements to ensure compliance.
• Work closely with cross-functional teams (Finance, Operations, Tech) to establish and implement compliance frameworks.
• Stay updated on regulatory changes and provide strategic guidance to leadership for timely adaptation.
• Ensure adherence to SEBI regulations in all aspects of business operations.
• Collaborate with internal teams for risk management, internal audits, and governance reporting.
• Conduct compliance training to build awareness and ensure alignment across departments.
• 
  

Qualifications & Experience:

• Educational Qualification: CS / LLB with relevant compliance certifications.
• Experience: 2-3 years of experience in Mutual Funds, PMS, or Stock Broking.
• Proven track record in SEBI compliance, regulatory audits, and legal risk management.
• Strong understanding of Mutual Fund & PMS regulations, stock broking compliance, and financial audits.
• Experience in audits, inspections, contract negotiation, and regulatory filings.
• Strong analytical, problem-solving, and communication skills.
• Ability to work independently and thrive in a fast-changing regulatory environment.
• 
  

Preferred Skills:

• Prior experience in Mutual Funds, PMS, or Stock Broking compliance.
• Expertise in legal drafting, contract negotiation, and regulatory due diligence.
• Experience in handling fintech-related legal and compliance matters.

A legacy of 20+ years AMFI registered Mutual Fund Distributor and Financial Intermediary for various Investment & Insurance products. Amongst the top 0.5% registered Mutual Fund Distributors in India by AUM out of a total universe of more than 1.25lakh distributors. We manage the personal finances of 800+ families and 6000 + financial dreams. Near 100% client retention rate. Complete suite of Conventional & Alternative Investment & Insurance Products.

Job Profile

Job Profile & Responsibilities:

A) Key Responsibility Area

Client Sourcing

Periodical Financial Review

Day to Day Coordination between Client & Operations

Up sell and Cross sell

Renewals of Investment & Insurance Products

B) Key Performance Indicator

New Client Conversion

Client Retention

New Client Referrals

Product Sales Outcomes

100% Renewals

100% Client Wallet Share

Qualifications

CFP/ NISM Level-1 & Level-2 Registered Investment Advisor Certification & NISM V-A MF Certification

Other Skills-Advanced working knowledge of Excel, Basic Knowledge of Word & Power Point,

Good written and spoken English

Good written and spoken English

Working Days -Time

6 days working time : 9:30-6:30

Recruiter Instructionns

company strenght 20-25 employess

Desired Candidate Profile

Willingness to make a long term career in Wealth Management

Attributes of Trust, Integrity, Self Starter, Closure Focus, Customer Focus

Willingness to Learn, Attention to Detail, Team Player

1 to 3 years relevant work experience with a AMFI registered Mutual Fund Distributor or Mutual Fund House

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

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

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!!!