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( 40)Mutual Fund jobs Found


  8494  
tip Mutual Fund Analyst (05-10yrs)  
  Leading NBFC    
  Mumbai,  
  Key Activities / Accountabilities : - Tracking developments in the MF industry and trends in equity and debt markets. - Tracking mutual fund performance - Interacting with fund managers and RMs - Develop clear opinions on mutual funds based on research that goes beyond mere performance and risk evaluation - Conduct quantitative and qualitative analysis using databases and monitoring regulatory information - Write reports on NFO, Gold, Bonds and Scenario based investments. - Advising clients and solving queries regarding Mutual Funds - Recommending Funds to clients based on their needs - Should have proficiency in mutual fund data base like NAV India, ACE-MF etc3 - Preparation of training materials for staff and IFAs on MF products - Also prepare presentations and product notes on other third party products like NCDs / Capital Gain Bond. - Attend presentations with the sales team at various locations or customer sites.  
  Posted Date:30-12-2015  
  5710  
tip Research Analyst - Mutual Funds - Sales Support(03-07yrs)  
  Leading Bank    
  Ahmedabad,Chennai,Delhi,  
  1. Portfolio review & recommendation of HNI clients 2. Financial planning to HNI clients 3. MF Quarterly Analysis and recommendation – both debt and equity schemes 4. Investment strategy report for wealth management team 5. Provide contents for Quarterly e magazine 6. New Product scanning in the market 7. Contribute articles in the company website in a separate section called ‘Knowledge Centre’ 8. Organize regular con-calls with Relationship Managers 9. Training support to sales team. 10. Client visits along with the RM 11. Take part proactively with leading AMC fund managers through con–call for knowledge update. 12. Business support in terms of providing relevant data about the industry  
  Posted Date:14-10-2014  
  5257  
tip Sales Training Manager - IFA & National Distributors - Mutual Fund Co.(03-08yrs)  
  Mutual Fund Co.    
  Delhi,Mumbai,Noida,  
  Content preparation for sales team and partners training (Product/ Process/ soft/ selling skills) Delivery of training to employees/ partners. Driving for adapting, absorbing & adopting the technological initiatives Helping to run campaigns & contest Salary: INR 4,50,000 - 9,50,000 P.A. Apart from good salary our client will provide excellent work culture within the system and winning chances for all it's employees who can grow up Professionally very fast.successfully implementing all sales promotion schemes. Sales facilitation. MBA from Good B-School with relevant Sales Training Experience is must. Candidate should be from AMC Sales Training Role. Should be well-versed with the IFA, ND and Banking sales of AMC Coms. Should have excellent communication & presentation skills.  
  Posted Date:25-06-2014  
  5253  
tip Bond Trade Control(08-13yrs)  
  Leading AMC    
  Mumbai,  
  Day-to-day management and oversight of the Bond Trade Control team. Responsible for the delivery, quality and control of all BAU tasks and activities executed by the team. Ensure deadlines are met or exceeded. Staff training and development, including active participation in the appraisal process to ensure individuals are performing to the required standard. Communicate individual and team objectives, hold regular sessions to discuss individuals performance, development needs and career goals. Escalation Lead and key liaison point between team, key stakeholders and management. Partnering with the BTC VP to design and implement effective team strategy. Partnering with senior management to ensure the effective implementation of the development of new processes/projects to improve critical analytics across the key FICC functions while ensuring the implementation of a strong control environment. These could be carried out using various communications styles such as reports, presentations, meetings, documentation etc Ongoing review of key reporting and trade control indicators, ensuring transparency to senior management and provide written documentation and commentary. Support and manage departmental projects and initiatives. Monitor and manage trade recaps and confirms against the booking and ensure they are correctly represented and provide written documentation and commentary when required Extensive knowledge and experience managing trade discrepancies and managing escalation processes through to resolution in a timely manner. Monitor and manage pre-matching of bond trades in Trax. Perform root cause and occasional deep dive analysis across all systems and escalate issues identified to management immediately. Ensure the very highest standard of risk control is established and adopted throughout all relevant policies, procedures and various booking systems. Lead and drive process improvement and understand logic/completeness of controls in place to identify opportunities to innovate and rationalise existing processes. Monitor and evaluate KPI (Key Performance Indicators) and KRI (Key Risk Indicators) metrics such as aged breaks on exception queues, daily volume, skill metric etc prior to communication to management and key stakeholders. Drive and contribute to system enhancements, new product enquiry and reviews and other global/regional asset class driven initiatives. Foster excellent working relationships with internal counterparts (i.e. Senior Management, IT, Desk, Sales team, Trade Support, Confirmations, Legal, Finance). Excellent verbal and written communication skills, able to clearly articulate complicated issues to management and other impacted areas and ensure timely resolution of breaks and issues. Challenge processes in order to achieve more effective processes and efficiency savings to the business. Person Specification Educated to a minimum of degree level or equivalent industry recognised qualifications. Minimum of 4-8 years relevant professional experience within a similar / comparable financial services operations environment. Minimum of 2-3 years proven team management experience. Strong understanding of front to back system architecture and E2E processes and controls. Good knowledge and understanding of Fixed Income Products. Excellent knowledge of MS Office applications, including and not limited to Outlook, Excel, Word, PowerPoint. Strong interpersonal and excellent verbal and written communication skills to confidently deal with key stakeholders on all levels (Trading, Sales, Product Control, Technology and Ops). Strong cultural and change management experience is a requirement of the role. Excellent presentation skills and be able to confidently speak to the challenges faced by the team during high level report meetings with senior stakeholders. Good understanding of the changing regulatory environment and its impact on Operations. Superior numerical skills and a positive can do attitude. Flexible and professional under pressure, the role holder will have strong interpersonal skills, commitment and focus on succeeding in a challenging environment. Strong ability to drive, motivate and challenge a team to improve performance will be essential. Proven ability to build relationships and to learn new processes and workflows quickly. Ability to multi-task, deliver accurately to deadlines and handle stress well. Detail oriented and meticulous. Strong Risk and Control focus. Self Starter / Ambitious.  
  Posted Date:20-06-2014  
  5088  
tip Team Leader / Asst Manager - Mutual Funds Operations(03-06yrs)  
  Leading Mutual Fund Co.    
  Mumbai,  
  To publish critical MIS pertaining to Sales, Customer Service and Operations with a high level of accuracy.Transactions Processing/ Data Analysis & MIS/ Audit & Reports / Learning & Management/* To publish other MIS required by the management Salary:INR 4,00,000 - 5,00,000 P.A Graduate with 3 yers of experience/ Should have knowledge about Mutual Funds/ understanding of Mutual Funds registration forms for Account Opening & Change Requests  
  Posted Date:17-04-2014  
  5056  
tip Classic Relationship Manager - Leading Mutual Fund Company(03-08yrs)  
  Leading Mutual Fund Company    
  Mumbai,Pune,  
  Planning & Achieving Sales Targets Managing Existing Clients, up selling & cross selling Promoting sales of new products Deepening the relationship withj existing client to generate lead Exploring new business opportunities Managing & closing leads Salary:INR 3,00,000 - 3,50,000 P.A. The Best in Industry Graduate MBA Preferred Candidates from Financial Sector such as banking,bank Assurance, Asset Management Company pregerably with AMFI Certification or from nan financial sector with excellent communication skillsprepared to do AMFI also may apply  
  Posted Date:08-04-2014  
  5003  
tip Classic Relationship Manager - Leading Mutual Fund Company(03-08yrs)  
  Leading Mutual Fund Company    
  Mumbai,  
  Planning & Achieving Sales Targets Managing Existing Clients, up selling & cross selling Promoting sales of new products Deepening the relationship withj existing client to generate lead Exploring new business opportunities Managing & closing leads Salary:INR 3,00,000 - 3,50,000 P.A. The Best in Industry Graduate MBA Preferred Candidates from Financial Sector such as banking,bank Assurance, Asset Management Company pregerably with AMFI Certification or from nan financial sector with excellent communication skillsprepared to do AMFI also may apply  
  Posted Date:27-03-2014  
  4971  
tip Sales Training Manager - IFA & National Distributors - Mutual Fund Co.(03-08yrs)  
  Leading Mutual Fund Co.    
  Mumbai,  
  Content preparation for sales team and partners training (Product/ Process/ soft/ selling skills) Delivery of training to employees/ partners. Driving for adapting, absorbing & adopting the technological initiatives Helping to run campaigns & contest Salary: INR 4,50,000 - 9,50,000 P.A. Apart from good salary our client will provide excellent work culture within the system and winning chances for all it's employees who can grow up Professionally very fast.successfully implementing all sales promotion schemes. Sales facilitation. MBA from Good B-School with relevant Sales Training Experience is must. Candidate should be from AMC Sales Training Role. Should be well-versed with the IFA, ND and Banking sales of AMC Coms. Should have excellent communication & presentation skills.  
  Posted Date:13-03-2014  
  4958  
tip Relationship Manager/ Wealth Manager(10-12yrs)  
  Leading Mutual Fund Co.    
  Bengaluru/Banglore,  
  Manage and grow the Real Estate Investment's Client Relationships and derive income with an aim of achieving the wealth management goals very specific to each Client and servicing their requirements. Build relationship with Real Estate projects. Salary:INR 10,00,000 - 12,00,000 P.A. Any graduate with minimum 5 years of wealth management in Real Estate only.  
  Posted Date:10-03-2014  
  4855  
tip Sr Relationship Manager - Institutional - Leading Asset Managment Com.(05-10yrs)  
  Leading Assest Management Co.    
  Hyderabad/Secunderabad,Mu mbai,  
  Candidate will be overall responsible for the Institutional Business based on the relationship sourced. Responsible to meet Big Corporates for MF Investments This candidate will be responsible to meet the manpower requirement & Business Development.. Salary:INR 7,00,000 - 17,00,000 P.A. Apart from good salary our client will provide excellent work culture within the system and winning chances for all it's employees who can grow up Professionally very fast.successfully implementing all sales promotion schemes. Sales facilitation. Any graduate from any stream, preferably be an MBA from good B-school's. Candidates should Be "AMFI" certified with excellent Corporate network. Should be from Mutual Fund industry background Should have excellent communication & presentation skills.  
  Posted Date:11-02-2014  
  4800  
tip Compliance Monitoring(03-06yrs)  
  LEADING ASSET MANAGEMENT CO    
  Bengaluru/Banglore,  
  Very strong Experience in Portfolio Guideline coding, monitoring and reviewing Investment management compliance. - Strong experience in reading/ interpreting IMAs (Investment management agreement), SAIs (Statement of Additional Information) and coding/ updating them in Sentinel. - Validating IMAs against guidelines in Sentinel to identify gaps/incorrect or missing guidelines. - Exposure to various types of accounts like Equities, Fixed income, balanced accounts, derivatives etc. - Experience in Post trade exception monitoring - Working with Global Investment compliance team. - Asset management industry experience.  
  Posted Date:29-01-2014  
  4713  
tip PSG EXECUTIVE @ LEADING ASSET MANAGEMENT CO(0-04yrs)  
  LEADING ASSET MANAGEMENT CO    
  Ludhiana,  
  Role PSG Executive Region Location Ludhiana Qualifications Qualification Desired Graduation/ Post Graduation Graduation Computer literacy Proficiency in computers required, i.e. MS office, especially MS Excel NA Experience: Desired (Yrs / Kind) 0 to 2 Years prior experience in Sales team. This is preferable, though not a constraint. Requirements / Job Profile All activities pertaining to Sales. Key Responsibilities • Tap the walkin clients of the branch(s) for SIP/STP and lumpsum • To generate leads through the walkin clients and their reference • To generate leads from the Branch(s) staff by maintaining good professional relations • To maintain proper MIS of all leads, the follow up action and the end result • Increase in the number of SIPs, STPs & lumpsum Key Competencies • Passion for Excellence • Teamwork • Good Communication Skills • Planning, Organizing, & coordinating CTC information  
  Posted Date:07-01-2014  
  4653  
tip Senior Relationship Manager - IFA - Leading Number ONE Mutual Fund Co.(05-10yrs)  
  Leading Number ONE Mutual Fund Co.    
  Mumbai,  
  Candidate will be overall responsible for the Strategic Alliance relationship on a Mumbai Branch level based on the relationship sourced. This candidate will be responsible to meet the manpower requirement, Business organization,Business Development. Salary: INR 4,25,000 - 9,25,000 P.A. Apart from good salary our client will provide excellent work culture within the system and winning chances for all it's employees who can grow up Professionally very fast.successfully implementing all sales promotion schemes. Sales facilitation. Any graduate from any stream, preferably be an MBA from good B-school's. Candidates should Be "AMFI" certified with excellent network. Should be well-versed with the Sales Training skills. Should have excellent communication and presentation skills.  
  Posted Date:18-12-2013  
  4497  
tip AVP - Financial Control(06-08yrs)  
  Leading Asset Management Co.    
  Delhi,Noida,  
  Preparation & Review of the disclosures produced by the accounting team - Ensuring that reporting is compliant with IFRS and Group reporting requirements - Reviewing quarterly reporting package prior to internal submission for consolidated reporting purposes - Dealing with ad hoc queries from management, analysts, internal finance management reviews, and auditors - Ad hoc projects, such as IFRS implementation, process reviews and systems development - End to end responsibility of the set of books for both local & USGAAP - Engaging with other finance areas, e.g. Financial Planning and Analysis, MIS, Financial Control and Product Control to ensure delivery of the above points  
  Posted Date:20-11-2013  
  4349  
tip Sr. Mgr / Head (05-10yrs)  
  Leading Assest Management Co.    
  Mumbai,  
  "1. Manage existing Product Suite and develop and disseminate Product Notes, Presentations, Sales tools at regular intervals, to highlight product suitability and effectiveness 2. Identify and seek timely management approvals, for enhancements/changes to the existing product suite, and lead their timely deployment to capitalize on market opportunities, 3. Conceptualize new product opportunities by remaining agile to market/regulatory/tax changes, make recommendations to management, and lead the timely development and launch of approved new products by collaborating effectively with Sales/ Investments/ Marketing/ Compliance. 4. Regularly engage with various functions, acting as the Product champion." 6 to 8 years of work experience with at least 4 years of handling product responsibility independently in a Mutual Fund Must be CFA/MBA (Finance)/CA, Has In-depth knowledge of fixed income and equity products, good analytical and communication skills  
  Posted Date:25-10-2013  
  4278  
tip Institution Sales - Mutual Funds(03-05yrs)  
  AMC    
  Bengaluru/Banglore,Chenna i,Delhi,Mumbai,  
  Shall be responsible for MF sales to Institutional / Corporate clients  
  Posted Date:07-10-2013  
  4205  
tip Relationship Manager- Mutual Fund Sales(01-05yrs)  
  Leading Asset Management Co.    
  Jaipur,  
  1.Dealing with Mutual Funds through IFA 2.To achieve sales target in given period. 3. Recruit the financials (IFA) 4.Catchment / AUM Acquisition To create network & exposure in local market manage the sales n relationship of existing advisor as well as recruit new advisor from the market AMFI Passed/or need to pass during 6 months after joining Ability to build good relationship with advisor  
  Posted Date:20-09-2013  
  4159  
tip Head - Compliance - Mutual Fund/AMC(04-12yrs)  
  Asset Management Comp.    
  Kolkata,Mumbai,  
  Our Client , Asset Management Co. is looking for Head Compliance. JD - Handling & Monitoring All Compliance Activities For Mutual Funds. - Taking Care Of Amfi/ Nism Certification Of Employees - Regularly Communicating & Reporting Requirements With SEBI RBI & Other Statutory Authorities. - Handling Audit- Statutory & Internal - Monitoring Of Trading Practices And Investment Restrictions And Maintaining Records Thereof - Understanding Existing And New Regulation. Implementing Processes For The Same - Drafting Statement Of Additional Information/Offer Documents/Scheme Information Document Of Various Schemes Of Mutual Fund - Preparation And Filing Of Various Reports As Per Regulations Issued By Securities & Exchange Board Of India (SEBI) - Implementation Of Various Requirements Under Insider Trading Policy And Maintaining Various Records Under The Same - Monitoring Compliance Pertaining To Borrowings By Mutual Fund, 20-25 Requirement, NAV Declaration, Dividend Distribution Etc - Review Of Various Statutory Publications I.E. Financials/ Fact Sheets/ Portfolio Report/ Notices Etc - Approving Various Advertisement/Presentations/Publications/Various Marketing Materials Pertaining To Launch Of New Schemes And In The Normal Course Of Business - Exposure to international transactions – investments, monetary flow to & fro with emphasis on the relevant SEBI / RBI guidelines etc. structuring of international transactions - Portfolio management services, advisory services, international linkages EXPERIENCE: Minimum 5 + Yrs Mail me your resume at sunitalalwani1@gmail.com  
  Posted Date:12-09-2013  
  4091  
tip Senior Relationship Manager - IFA - Leading Number ONE Mutual Fund Co.(05-10yrs)  
  Leading Number ONE Mutual Fund Co.    
  Mumbai,  
  Candidate will be overall responsible for the Strategic Alliance relationship on a Mumbai Branch level based on the relationship sourced. This candidate will be responsible to meet the manpower requirement, Business organization,Business Development. INR 4,25,000 - 9,25,000 P.A. Apart from good salary our client will provide excellent work culture within the system and winning chances for all it's employees who can grow up Professionally very fast.successfully implementing all sales promotion schemes. Sales facilitation. Any graduate from any stream, preferably be an MBA from good B-school's. Candidates should Be "AMFI" certified with excellent network. Should be well-versed with the Sales Training skills. Should have excellent communication and presentation skills  
  Posted Date:30-08-2013  
  4028  
tip Sr. Executive / Assistant Mgr - Customer Service Ops (03-06yrs)  
  A well known AMC    
  Mumbai,  
  Should be from Asset management Company. Should have exposure & hands on experience in mutual funds back office operations & customer service procedures: scrutinizing and handling applications, punching, time stamping, purchase, redemptions, switch etc, MIS / DTR preparation. Coordinating with Registrar & Transfer Agency. Ensuring smooth & error free processing at Registrar & Transfer Agency, branch co-ordination. Empanelment of distributors, verification of distributor payments, contributing in finalizing scheme application forms, assisting in allotment during NFO, handling investor queries, complaints and provides timely resolution, contributing in process improvisation, SLA finalization, coordinating with the Operations and Investment Team, liaising with the auditors, preparing statutory reports, etc Should have hands on exposure in Customer Query Management over the mails, phone as well as for walk-in customers . Should be a valid NISM / AMFI Certificate holder.  
  Posted Date:18-08-2013  
  3828  
tip Unit Manager(01-03yrs)  
  HDFC    
  Bengaluru/Banglore,Cochin ,Ernakulam,Kochi,,,,  
  Unit Manager with a Leading Mutual Fund.Location :- Bangalore / Kochi.Requirements / Job Profile :-All activities pertaining to Sales and Service.Key Responsibilities :-• Initiate and Maintain personal contact with allocated distributors / IFAs.• Generate sales through allocated distributors.• Provide Information about Company's MF schemes & promote Company's MF Schemes.• Provide information on special promotions / New Fund offerings.• Organize events / Help organize events for distributors.• Convey distributor requests for information or servicing requirements to Branch Manager.Kindly forward your CV on mycv@avenueshr.com with your current CTC, expected CTC and notice period.Fresher's can also apply.Warm Regards,Tejas Doshi,Avenues Consulting.08976881750.  
  Posted Date:16-07-2013  
  3681  
tip RM/ SRM(01-01yrs)  
     
  Jamnagar,  
   
  Posted Date:28-06-2013  
  3666  
tip HEAD - Compliance(04-06yrs)  
  Leading Mutual Fund    
  Kolkata,Mumbai,  
  Handling & Monitoring All Compliance Activities For Mutual Funds. Regularly Communicating With SEBI RBI & Other Statutory Authorities. Monitoring Of Trading Practices And Investment Restrictions And Maintaining Records Thereof Understanding Existing And New Regulation. Implementing Processes For The Same Drafting Statement Of Additional Information/Offer Documents/Scheme Information Document Of Various Schemes Of Mutual Fund Preparation And Filing Of Various Reports As Per Regulations Issued By Securities & Exchange Board Of India (SEBI) Implementation Of Various Requirements Under Insider Trading Policy And Maintaining Various Records Under The Same Monitoring Compliance Pertaining To Borrowings By Mutual Fund, 20-25 Requirement, NAV Declaration, Dividend Distribution Etc  
  Posted Date:27-06-2013  
  3592  
tip Assistant Manager - Back Office Operations(04-09yrs)  
  Hiring for one of the biggest domestic financial c    
  Hyderabad/Secunderabad,  
  Min experience of 4 years in brokerage/SIP/capital markets. Handled a team of minimum 10 people. Excellent in communication. Good exp and knowledge on VLookup, pivot table, etc in Excel Open to work in Nights.  
  Posted Date:17-06-2013  
  3588  
tip Relationship Officer - No 1 Mutula Fund Company in India(01-03yrs)  
  Leading Mutual Fund Co.    
  Mumbai,  
  Managing the sales of Mutual Fund on Telephone Communicating with existing investors & aquiring new one Explaining the Investment Opportunities in Mutual Fund Maintaining the proper MIS reports of Leads generated & Leads closed.Graduate Minimum 1 to 3 years similar experience Excellent communication & Presentation skills MCFM. INSM, AMFI any of the three qualification is must Must be residing in Mumbai more than 3 years  
  Posted Date:17-06-2013  
  3568  
tip Senior Relationship Manager - IFA - Leading Number ONE Mutual Fund Co.(05-10yrs)  
  Leading AMC    
  Mumbai,,  
  Candidate will be overall responsible for the Strategic Alliance relationship on a Mumbai Branch level based on the relationship sourced.This candidate will be responsible to meet the manpower requirement, Business organization,Business Development.Any graduate from any stream, preferably be an MBA from good B-school's.Candidates should Be  
  Posted Date:11-07-2013  
  3567  
tip Sr Relationship Manager - Institutional - Leading Asset Managment Com.(05-10yrs)  
  Leading Asset Managment Com.    
  Mumbai,  
  Candidate will be overall responsible for the Institutional Business based on the relationship sourced. Responsible to meet Big Corporates for MF Investments This candidate will be responsible to meet the manpower requirement & Business Development. Any graduate from any stream, preferably be an MBA from good B-school's. Candidates should Be "AMFI" certified with excellent Corporate network. Should be from Mutual Fund industry background Should have excellent communication & presentation skills. INR 7,00,000 - 16,00,000 P.A. Apart from good salary our client will provide excellent work culture within the system and winning chances for all it's employees who can grow up Professionally very fast.successfully implementing all sales promotion schemes. Sales facilitation.  
  Posted Date:12-06-2013  
  3557  
tip Financial Controller(08-15yrs)  
  Leading AMC    
  Mumbai,  
  Preparing financial MIS reports (Profit and Loss statement, balance sheet, branch-wise profitability, cash flows and variance analysis as per budgets) - Monthly trial balance analysis including ledger scrutiny, expense revenue matching, provision adequacy analysis, reconciliation of various expense a/cs, revenue a/cs and inventory movements - Preparation of monthly MIS reports on financial performance - product-wise; debtors / creditors ageing, inventory ageing with ABC analysis, short-term financial projections, working capital management report, ROCE statements, etc. - Finalization of accounts covering areas like Indian GAAP adherence, notes to accounts, schedules preparation, implementation of accounting standards, resolving audit issues, etc - Managing tax compliance starting from TDS, advance tax, FBT, computation of income for filing of returns - Managing assessments, appeals independently as well with tax consultants - Managing a team of Finance Managers and Executives Looking for candidates from Mutual Fund or BFSI only.  
  Posted Date:11-06-2013  
  3474  
tip Senior Relationship Manager - IFA(05-10yrs)  
  Leading Mutual Fund    
  Mumbai,  
  Candidate will be overall responsible for the Strategic Alliance relationship on a Mumbai Branch level based on the relationship sourced. This candidate will be responsible to meet the manpower requirement, Business organization,Business Development. Any graduate from any stream, preferably be an MBA from good B-school's. Candidates should Be "AMFI" certified with excellent network. Should be well-versed with the Sales Training skills. Should have excellent communication and presentation skills NR 4,25,000 - 9,25,000 P.A. Apart from good salary our client will provide excellent work culture within the system and winning chances for all it's employees who can grow up Professionally very fast.successfully implementing all sales promotion schemes. Sales facilitation.  
  Posted Date:28-05-2013  
  3391  
tip Branch Relationship Manager - IFA(05-10yrs)  
  Leading Number ONE Mutual Fund Co.    
  Mumbai,  
  Candidate will be overall responsible for the Strategic Alliance relationship on a Mumbai Branch level based on the relationship sourced. This candidate will be responsible to meet the manpower requirement, Business organization,Business Development. Any graduate from any stream, preferably be an MBA from good B-school's. Candidates should Be "AMFI" certified with excellent network. Should be well-versed with the Sales Training skills. Should have excellent communication and presentation skills. INR 7,00,000 - 16,00,000 P.A. Apart from good salary our client will provide excellent work culture within the system and winning chances for all it's employees who can grow up Professionally very fast.successfully implementing all sales promotion schemes. Sales facilitation.  
  Posted Date:15-05-2013  
  3390  
tip Senior Relationship Manager - IFA(05-10yrs)  
  Leading Number ONE Mutual Fund Co.    
  Mumbai,  
  Candidate will be overall responsible for the Strategic Alliance relationship on a Mumbai Branch level based on the relationship sourced. This candidate will be responsible to meet the manpower requirement, Business organization,Business Development. Any graduate from any stream, preferably be an MBA from good B-school's. Candidates should Be "AMFI" certified with excellent network. Should be well-versed with the Sales Training skills. Should have excellent communication and presentation skills INR 4,25,000 - 9,25,000 P.A. Apart from good salary our client will provide excellent work culture within the system and winning chances for all it's employees who can grow up Professionally very fast.successfully implementing all sales promotion schemes. Sales facilitation.  
  Posted Date:15-05-2013  
  3332  
tip Relationship Officer - No 1 Mutula Fund Company in India(03-07yrs)  
  No 1 Mutula Fund Company in India    
  Mumbai,  
  Managing the sales of Mutual Fund on Telephone Communicating with existing investors & aquiring new one Explaining the Investment Opportunities in Mutual Fund Maintaining the proper MIS reports of Leads generated & Leads closed Graduate Minimum 1 to 3 years similar experience Excellent communication & Presentation skills MCFM. INSM, AMFI any of the three qualification is must Must be residing in Mumbai more than 3 years Responsibility Areas: Liaison with the Concurrent Auditors for timely release of Reports. Review the monthly Concurrent Audit reports of Branches, Depository, Integrated Treasury, CPU etc. and follow up for compliance with respective departments. Ensure timely closure of Concurrent / Internal Audit Reports with satisfactory resolution of all the issues as pointed out in the Audit Reports. Review the scope & quality of the Concurrent Audit Reports. Maintain MIS on the number of Audits conducted, status of Compliance and closure of Reports, Income Leakage, Staff Accountability etc. To prepare memoranda which needs to be presented to the Audit Committee of the Board (ACB) for various Audit Reports and Half Yearly / Quarterly notes as per the RBI calendar of reviews. PREFERRED SKILL SET: Educational / Professional Qualification : Graduate / CAIIB Technical Knowledge: Thorough understanding of Bank Operations, Credit / Regulatory Framework (KYC, AML etc.). Good knowledge of Computer i.e. Microsoft, Excel, Word, Power Point etc. Work Experience (in yrs) : 3 7 years of experience in Banking, with reasonable exposure to Branch Banking/Credit Function/Trade Finance.  
  Posted Date:08-05-2013  
  3229  
tip Mgr/AM - Core Operations (03-08yrs)  
  Leading AMC    
  Mumbai,  
  This is a core AMC operations profile. Aspirants should preferably from operations department of AMCs. - Should be presentable with excellent communication Skill. - Should have hands-on experience in NAV calculation, valuation, cash management, coordinating, conducting internal checks and controling the activities with Fund Administrator and Custodian, coordinating with the Investment Team, trade confirmations and settlements. - Liaising with the auditors. Preparing scheme financials. Cash Management – assets and liabilities - on a daily basis, coordinating with banks. Handling NFO operations, reconciliations. Preparing statutory reports. Contribute in process improvisation, SLA finalization. People into PMS ops please do not apply as this is a core operation profile  
  Posted Date:22-04-2013  
  3096  
tip Head - Asset Mgmt & Business Planning(08-12yrs)  
  Leading AMC    
  Delhi,Noida,  
  To conceptualize, develop and implement asset management strategies, capital plans for the all the existing and upcoming locations. This also includes identifying emerging market and industry trends and effective asset management decision making. - To study the P&L, identifying revenue opportunities, devising business plans and driving execution to have direct impact to the bottom line. You will regularly interact with the external vendors, developers & business partners with active involvement in deal structuring, restructuring and negotiations. - Monitor & manage company’s asset issues on a regular basis and provide inputs to the top management on cost effective measures to be adopted - You must be a CA or MBA Finance (Top Tier B-School) with 8-12 years of experience in the Asset Management, Commercial finance and Business Strategy function. You must be: - Well versed with financial analytics and tools to establish asset yield management system in the company. - Specialist in deal structuring with real estate developers and/or retailers for leasing retail spaces. - Holding a proven track-record of success and contribution in business expansion, demonstrating strong commercial acumen and a flair for business development. - Excellent communication and presentation skills  
  Posted Date:01-04-2013  
  2882  
tip Operations Senior Manager (08-13yrs)  
  Leading Asset Management Co.    
  Ahmedabad,Jaipur,Coimbato re,  
  a. Would head Operations for several client companies for corporate registry business. b. Ensure all the operations happen as per SOP, SLA & TAT without any error. c. Ensure the Investors of client companies are attended politely & promptly and their Issues are addressed. d. Ensure issues of the Client companies are addressed promptly. e. Responsible for Relationship Management with the Clients. f. Responsible for managing the entire team g. Provide required reports & inputs to senior management  
  Posted Date:08-03-2013  
  2878  
tip RM Wealth(02-09yrs)  
  Live Connections    
  Anantapur,Guntakal,Guntur ,Hyderabad/Secunderabad,K akinada,Kurnool,Nellore,N izamabad,Rajamundry,Tirup ati,Vijayawada,Visakhapat nam,Warangal,AndhraPrades h-Other,  
  Candidates with work Experience in Mutual Funds form any Financial Services in Andhra Pradesh  
  Posted Date:08-03-2013  
  2800  
tip Institutional Sales (mutual Fund)(02-07yrs)  
  Leading Asset Management Co.    
  Pune,  
  - Developing new relationships with SME ,MSE and Large corporate, banks and financial institutions who are leading investors for treasury management solutions. - Candidates should have exposure to mutual fund sales with an AMC (Asset Management Company) or Corporate Distribution House in treasury management solution for corporate and having exposure to handling business with corporate treasuries with advisory on various market segments and products.  
  Posted Date:27-02-2013  
  2737  
tip Customer Service Executive(01-02yrs)  
  Leading AMC    
  Ahmedabad,  
  Responsible for providing rewarding customer service through effective Query Solution , customer interaction and satisfaction Advise the investors regarding investment in mutual fund according to their financial planning . Ensure adherence and compliance with internal and SEBI guidelines Ensure smooth processing of transactions in High Value Liquid funds To process submissions, withdrawals, and transfer transaction within SLA and minimum errors. To provide KYC/compliance check on all applications routed through sales team Involved in providing information regarding NFOs, Promotions of existing scheme and other promotional information to Distributors To Support Business Development Team with the day-to-day management administrative functions of the department Perform the tasks of preparing Performance Sheet, documentation, MIS reports Responsible for Branch Monthly Accounting  
  Posted Date:21-02-2013  
  2673  
tip Relationship Manager/Sr. Relationship Manager-Asset Mgmt Co.(04-05yrs)  
  Leading Mutual Fund    
  Bengaluru/Banglore,Chenna i,Hyderabad/Secunderabad, Kolkata,Coimbatore,  
  Profile is purely into Relationship management.(AUM handling)  
  Posted Date:14-02-2013  
  2649  
tip Manager – Information Technology – Applications and Initiatives(03-10yrs)  
  Leading Asset Management Company    
  Mumbai,  
  Applicable ONLY for Asset Management Companies candidates in MUMBAI. Manager IT Applications and New Initiatives is responsible for all conceptualisation, development, implementation and ongoing support for Software Applications in the organization. Manager IT Applications and New Initiatives role ensures that the applications supporting business are adequate, provide business with end-to-end solutions and are available when required. Job Profile 1) Ensuring maintenance and support for existing applications in a cost effective way while ensuring processes and responsibilities for information management are understood and adhered to. 2) Ensure application IT standards are compiled with and follow standards for maintenance and support activities. 3) Understand mutual fund specific business needs in a broad and deep sense and ensure to deliver desired results within given time frame and budget. 4) Determine the IT applications suited for BSLAMC requirements. Feedback and recommendations on business needs. Principal Accountabilities A. Deployment of business applications based on requirement of users. Ensure B. Business Analysis to capture all requirements and document them for implementation and ready reference. C. Identify and communicate with software vendors to ensure quality and timely deliverables to the organization D. Contribute to organizational business continuity plan to ensure business continues in event of a disaster. Reporting to : Head – Information Technology Applications and Initiatives Salary upto 13 Lacs + best variable pay Intrested candidates can share your updated resume at cv@peopleton.in  
  Posted Date:12-02-2013