5+ Mutual funds Jobs in Bangalore (Bengaluru) | Mutual funds Job openings in Bangalore (Bengaluru)

We are looking for a dynamic and result-driven Sales Executive with experience in selling financial products such as Mutual Funds, SIPs, Insurance, and Loans. The candidate will be responsible for acquiring new customers, advising them on financial products, and driving revenue growth.

Key Responsibilities:

• Generate leads and acquire new customers for:
• Mutual Funds & SIP investments
• Insurance (Life, Health, General)
• Loan products (Personal, Business, etc.)
• Explain financial products and suggest suitable investment plans
• Build and maintain long-term client relationships
• Achieve monthly/quarterly sales targets
• Conduct client meetings (in-person / virtual)
• Follow up on leads and convert prospects into customers
• Ensure proper documentation and KYC compliance
• Stay updated with market trends and financial products

Required Skills & Qualifications:

• Graduate in any discipline (Finance/Commerce preferred)
• 2–5 years of experience in:
• Mutual Funds / SIP sales
• Insurance sales
• Financial product selling
• Strong communication and negotiation skills
• Basic understanding of financial markets and investment products
• Customer-focused approach
• Ability to work on targets

Why Join Us?

• Work with a fast-growing fintech platform
• Opportunity to sell multiple financial products in one ecosystem
• Strong support, training, and growth opportunities
• Transparent and customer-first approach

We seek a sharp, driven, and experienced Product Manager to lead our investments vertical, focusing primarily on mutual funds. This role requires someone who understands investment products deeply, has a user-first mindset, and can work seamlessly with design, tech, and business teams to build scalable solutions.

Key Responsibilities:

● - Own and evolve the investment products roadmap, with a strong focus on mutual funds.

● Understand advisor/distributor needs and translate them into intuitive product experiences.

● Collaborate closely with Tech, design, and sales to deliver high-impact product features.

● Conduct data-driven analysis to identify trends, performance, and growth opportunities.

● Ensure regulatory compliance and smooth integration with AMCs and backend systems.

● Conceptualise and run campaigns for employees and partners to drive product engagement and sales.

● Drive product adoption and engagement with internal teams and end users.

Requirements:

● 3+ years of product management or relevant experience in the financial services industry.

● Solid knowledge of investment products, especially mutual funds.

● Strong analytical and problem-solving skills with a data-oriented mindset.

● High attention to detail and structured thinking.

● Bonus: experience in sales or working closely with sales/distribution teams.

● Excellent communication and interpersonal skills; ability to influence cross-functional stakeholders.

● Business-savvy with a passion for improving customer outcomes. 

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

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

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