1 Opening(s)
3.0 Year(s) To 10.0 Year(s)
9.00 LPA TO 9.00 LPA
POSITION: Relationship Manager – Retail SalesReports to (Position): Channel Head/Cluster Head/Zonal Head – Retail SalesPosition Purpose: Working with distributors across assigned channels to achieve continuous and sustainedsubscription to organization’s funds. Ensuring adequate mix of product sales to achieve set sales targets.Principal Accountabilities:Generating Business Contribute to sustained growth in sales through initiatives targeted at ...
1 Opening(s)
6.0 Year(s) To 10.0 Year(s)
27.00 LPA TO 27.00 LPA
Reports to(Position): Vice President AND Zonal Head – Institutional Sales
Business Unit: Institutional Sales
Location: Mumbai
Position Purpose:
• To establish local resource for managing existing and new client relationships
• To work closely with distributors to enhance reach in the region
Principal Accountabilities:
Handling institutional and family office clients
Ability to liaison with MSMEs and Large size ...
1 Opening(s)
3.0 Year(s) To 10.0 Year(s)
7.80 LPA TO 7.80 LPA
Relationship Manager – Retail SalesPosition Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business
Contribute to sustained growth in sales through initiatives targeted at long term development of ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 7.00 LPA
New Position- Deputy Manager - Customer Service, Mumbai
Budget- Up to 7 LPA
The customer service team is responsible for client onboarding, transaction processing and liasion with the RTA for post sales service related queries.
Role
The CSO will manage the front office and responsible for accepting and processing of transactions and client onboarding ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
9.00 LPA TO 9.00 LPA
Job Description for Client Services Officer - Chennai
Key Responsibilities:
Acceptance and scrutiny of financial and non-financial transaction over the counter. Addressing queries of walk-in investors and distributors.
Time-stamping applications and ensuring necessary system entries and dispatch to RTA local branch
Coordinate with RTA branches which are part of the corresponding Zone and with ...
1 Opening(s)
1.0 Year(s) To 3.5 Year(s)
8.00 LPA TO 8.50 LPA
Position Name: Manager/Deputy ManagerDepartment: Registrar and Banking Operation
FORMAL EDUCATION: (minimum requirement to perform job duties)
Post Graduate, Graduate with 1-3 years of experience in Financial Service sector
WORK EXPERIENCE/KNOWLEDGE:
Minimum of 1-3 years experiences in operations role Preferably from Mutual Fund or financial sector with some knowledge of Registrar, banking, depository, brokerage, KYC ...
1 Opening(s)
6.0 Year(s) To 10.0 Year(s)
25.00 LPA TO 35.00 LPA
Position Name AVP / Sr. Manager – PMS ProductLocation: Mumbai Date:Position Purpose: Bringing PMS Product Ideas to life.PrincipalAccountabilities:
Assisting the COO in executing the PMS Product strategy for India.
Monitor, anticipate and assess market, client, competitor, regulatory, and industry trends to drive pms product strategy and identify opportunities for new product innovation
o Conduct primary, secondary research ...
1 Opening(s)
7.0 Year(s) To 10.0 Year(s)
25.00 LPA TO 25.00 LPA
POSITION: Senior Manager or AVP (depending on experience and qualification)Reports to (Position): Director and Head - Compliance)Business Unit: ComplianceLocation: MumbaiPosition Purpose: Core Responsibility
Investment limit monitoring, coding of rules, checking the settings in trading application for various investment restrictions, clearing of alerts, comprehensive repository of limits applicable to schemes, providing reports related to limit ...
1 Opening(s)
3.0 Year(s) To 6.0 Year(s)
8.00 LPA TO 8.00 LPA
POSITION: Manager/Deputy Manager – Distributor Operations
Reports to (Position): VP – Operations
Position Purpose: To support the Brokerage/Distributor operations services activity of the India Mutual Fund business.
Principal Accountabilities: Executing the Distributor operations activities for the Mutual Fund Knowledge of SEBI/AMFI regulations/guidelines
Ensure proper implementation of the brokerage structure in line with the regulations
Ensure brokerage structures are provided to ...
1 Opening(s)
2.0 Year(s) To 4.0 Year(s)
12.00 LPA TO 15.00 LPA
POSITION: Manager/Senior ManagerReports to (Position): EVP-Investment Operations (Dotted reporting to VP Investment Operations)Business Unit: Investment Service FTE:Location: Mumbai Date: July 2024Education Background Chartered Accountant (With minimum 2- or 4-years’ experience)
Principal Accountabilities:
Scheme accounting review and all MIS related to scheme.
Strong Trail balance control regular Trail balance review
Scheme financials -Half yearly, Annual and Abridged
Strong control over ...