8 Mutual funds Jobs in Delhi, NCR and Gurgaon | Mutual funds Job openings in Delhi, NCR and Gurgaon
Apply to 8+ Mutual funds Jobs in Delhi, NCR and Gurgaon on CutShort.io. Explore the latest Mutual funds Job opportunities across top companies like Google, Amazon & Adobe.
Delhi, Gurugram, Noida, Ghaziabad, Faridabad · 1 - 5 years · ₹2L - ₹4.5L / yr · Bootstrapped · Posted 23 Sep 2026
Job Summary
We are looking for a detail-oriented Wealth Management Associate with hands-on exposure to PEA, portfolio analysis, capital markets, and investment products. The candidate will support wealth management operations, portfolio analysis, client reporting, market research, and investment-related activities while ensuring accuracy and timely execution.
Key Responsibilities:
- Support wealth management operations, including trade execution, settlement, and reconciliation.
- Perform portfolio/equity analysis, asset allocation, performance tracking, and risk analysis.
- Conduct market research and track market trends, economic developments, and investment opportunities.
- Prepare client reports, portfolio statements, MIS, and analytical reports.
- Handle corporate actions, dividends, NAV movements, and other portfolio-related activities.
- Analyze financial statements, equities, mutual funds, ETFs, and other investment products.
- Coordinate with RM teams, PMS, and AIF teams for smooth portfolio operations.
- Handle client/internal queries and support process improvements and ad-hoc requirements.
Candidate Requirements:
- Minimum 6 months of relevant experience in Wealth Management Operations, Equity Research, Investment Advisory, or Portfolio Analysis.
- Strong understanding of capital markets and investment products.
- Exposure to Equities, ETFs, Mutual Funds, and Crypto instruments.
- Knowledge of portfolio analysis, equity/fund analysis, market research, and client reporting.
- Understanding of corporate actions, dividends, NAV movements, and financial statements.
- Experience with RM, PMS, or AIF setups will be preferred.
- Strong Advanced Excel and MIS reporting skills.
- NISM certification will be an added advantage.
Key Skills:
- Portfolio & Equity Analysis (PEA)
- Capital Markets & Investment Products
- Financial & Fund Analysis
- Advanced Excel & MIS
- Analytical & Problem-Solving Skills
- Attention to Detail & Accuracy
- Good Communication & Interpersonal Skills
- Ability to work under deadlines and in a fast-paced environment
- Flexibility to work in rotational shifts and rotational week offs
Delhi, Gurugram, Noida, Ghaziabad, Faridabad · 3 - 10 years · ₹4L - ₹10L / yr · Profitable · Posted 20 Jun 2026
Hiring: Relationship Manager – Sales
Experience- 3+ years
Location- Delhi & Noida
Demat and equity are mandatory
Key Responsibilities:
Acquire new clients and open Demat/Trading accounts.
Generate revenue through Equity, Mutual Funds, SIP, Insurance, and other investment products.
Build and maintain strong client relationships.
Provide basic market updates and investment solutions to clients.
Achieve monthly sales and revenue targets.
Requirements:
Graduated in any discipline.
Experience in Sales, Broking, Wealth Management, or Financial Services.
Good communication and client handling skills.
Knowledge of Equity Markets, Mutual Funds, and Investment Products preferred.
Delhi · 0 - 10 years · ₹1L - ₹4L / yr · Profitable · Posted 30 Jan 2024
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
NCR (Delhi | Gurgaon | Noida) · 1 - 6 years · ₹3L - ₹5L / yr · Posted 29 Jul 2021
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.
Noida, NCR (Delhi | Gurgaon | Noida) · 2 - 7 years · ₹2L - ₹7L / yr · Raised funding · Posted 16 Dec 2019
Noida, NCR (Delhi | Gurgaon | Noida) · 0 - 5 years · ₹2L - ₹3L / yr · Raised funding · Posted 16 Dec 2019
Noida, NCR (Delhi | Gurgaon | Noida) · 2 - 7 years · ₹3L - ₹4L / yr · Raised funding · Posted 16 Dec 2019
Sumit Kumar
Human Resources
Wishfin
Follow Cutshort