9+ Mutual funds Jobs in Mumbai | Mutual funds Job openings in Mumbai

Position Overview: The ideal candidate will assist in supporting and driving MarTech, CRM, and Loyalty initiatives, with a focus on the BFSI business segment. This role will involve collaborating with cross-functional teams, including Data Analytics, Data Science, Campaign, Digital, and Customer Experience Center, while learning to contribute to the execution of key projects and strategies. Strong teamwork and communication skills are essential for effectively supporting these initiatives and driving results.

Key Responsibilities:

• Oversee the BFSI business segment in developing and executing strategies to drive growth and profitability.
• Manage the MarTech, CRM, and client retention programs to enhance customer lifetime value (CLV).
• Collaborate with cross-functional teams including Campaign, Data Analytics, Data Science, Digital, and Customer Experience, to foster teamwork and innovation.
• Help implement customer lifecycle management (CLM) strategies to optimize the customer journey and improve experience.
• Track and analyze key metrics to assess campaign success and drive continuous improvement.
• Stay current with industry trends in MarTech, CRM, and BFSI to identify growth opportunities.
• Apply knowledge of BFSI, Mutual Funds, Insurance and client servicing to enhance customer engagement.
• Support campaign management activities, ensuring timely execution and optimal results.
• Use basic MS Excel proficiency for analysis and deriving actionable insights from data.

Qualifications:

• Experience in MarTech, CRM, and campaign management in the BFSI sector.
• Knowledge of BFSI, Mutual Funds, Insurance, client servicing, and campaign management strategies.
• Ability to collaborate effectively with cross-functional teams and contribute to shared goals.
• Understanding of customer retention and lifecycle management principles.
• Familiarity with data analytics and using insights to improve marketing and customer experience.
• Strong communication skills and the ability to work well with internal teams and external stakeholders.
• Proactive, results-oriented mindset and ability to thrive in a fast-paced environment.
• Basic proficiency in MS Excel for data analysis.

Customer Relationship Executive – Outbound

Location: Ghansoli, Navi Mumbai

Work Mode: Work From Office (WFO)

Experience: 6 Months – 1 Year (Outbound Calling / Sales – Mandatory)

Education: Graduate in any discipline

CTC: ₹26,000 per month

In-Hand: ₹22,000 per month

Working Days: 6 Days a Week

Weekly Off: 1 Day

Shift: Rotational shifts between 8:00 AM – 8:00 PM

About the Process

The Wealth Mutual Fund outbound process involves engaging with customers to promote Mutual Fund products, explain portfolio options, drive conversions, and support customers throughout their wealth-related journey.

Key Responsibilities

• Make outbound calls to customers to explain Mutual Fund offerings under the Wealth portfolio.
• Understand customer investment goals and align suitable Mutual Fund products accordingly.
• Build and maintain strong customer relationships through professional communication.
• Deliver high-quality sales pitches and handle customer objections effectively.
• Maintain accurate CRM documentation and follow-up records.
• Meet sales, productivity, and call quality targets consistently.
• Ensure adherence to compliance, regulatory norms, and audit requirements.

Required Qualifications & Experience

• Graduate in any discipline.
• 6 months – 1 year of experience in an outbound calling or sales process is mandatory.
• Excellent English communication skills.
• Strong verbal communication and persuasion skills.
• Ability to drive sales through advisory-based conversations.
• Good understanding of Wealth / Mutual Fund processes is preferred.
• Ability to handle customer objections confidently.
• Target-driven, self-motivated, and disciplined.
• Basic computer proficiency for CRM and documentation.

Additional Benefits

Joining Bonus – ₹10,000 for NISM 5A Certified Candidates

• ₹5,000 after successful completion of 30 days.
• ₹5,000 after successful completion of 60 days.

Selection Process

• Versant Score: 4 & 5
• HR Round
• Operations Round

Important

Candidates should be comfortable working from the Ghansoli, Navi Mumbai office and working in rotational shifts within the 8:00 AM – 8:00 PM window.

Key Responsibilities:

Manage and advise HNI/Affluent clients on investment opportunities.

Drive AUM growth and achieve acquisition targets.

Recommend investment products, including Mutual Funds, PMS, AIF, Bonds, Direct Equity, Structured Products, and Unlisted Shares.

Conduct periodic portfolio reviews and provide customized wealth solutions.

Build and maintain long-term client relationships.

Collaborate with branch teams to drive business growth.

Eligibility:

Post-graduate preferred.

2+ years of experience in Wealth Management, Investment Advisory, Private Banking, or HNI Relationship Management.

Strong knowledge of Mutual Funds, PMS, AIF, Equity Markets, and Wealth Products.

Excellent client acquisition and relationship management skills.

DSA Acquisition Manager - Mutual Fund product

Experience: Minimum 2 years

Male candidates only

Job Description:

- Identify, onboard, and manage Direct Selling Agents (DSAs) for financial and wealth products (e.g., loans, credit cards, MF, or other wealth product as and when promoted by the company).

- Conduct regular training and performance reviews of DSAs.

- Ensure compliance with internal policies and regulatory norms.

- Drive DSA productivity and meet monthly acquisition targets.

- Collaborate with internal sales and operations teams to streamline onboarding.

- Monitor market trends and competitor activity to optimize acquisition strategy.

This profile may also include travel as the person has to bring new DSA to us

Locations:

1. Jet prime

2. - Magan Mahal

Annual Salary Package: ₹5 – ₹8 Lakhs

Age : under 35 yrs

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

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

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