Average salary: Rs428,333 /yearly
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- 1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client...Mutual Fund
- ...through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads. Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (...Mutual Fund
- ...clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help...Mutual Fund
- 1) HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products...Mutual Fund
- ...Established in 1984, JR Laddha is a pan -India diversified financial services group with offerings across Wealth Management (Mutual funds, PMS, AIF, Unlisted Equity and alternate investments) and Investment Banking (Mergers and acquisition, Venture funding and IPO advisory...Mutual FundHybrid workFlexible hours
- ...investment needs, goals, and risk profiles, incorporating SIPs, lumpsum investments, and insurance. Fund Research And Due Diligence ~ Conducting buy-side research on mutual fund schemes across different categories and AMCs, and evaluating fund managers' strategies....Mutual Fund
- ...settlements Reconcile NAV, capital activity, carried interest, and fund P&L Validate capital calls/distributions and investor-level... ...in investor services or fund operations (private equity / mutual funds / hedge funds ) Strong knowledge of NAV , capital statements...Mutual FundHybrid workNight shift
- ...Role Summary : We are seeking a detail-oriented and dependable Fund Accounting professional to join our Public Markets Finance... ...experience in fund accounting ~ Exposure to AIF Category III, PMS, mutual funds, or fund admin firms ~ Strong command over accounting, audit...Mutual FundFull time
- ...Role: Fund Accountant Experience: 5 to 10 Years Positions Available: 2 Working Days : Sunday to Thursday Base Location: Mumbai... ...Experience with Geneva or Advent System Mandatory Fund Accounting Mutual Fund Operations Local, Regional & International Equities...Mutual FundLocal areaImmediate startSunday
- 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products ,...Mutual Fund
- 1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge...Mutual Fund
- ...customer, our relationship managers work on the whole suite of offerings like investment solutions covering equities, commodities, Mutual Funds, Insurance product amongst others. As a Relationship Manager, the focus is on ensuring the needs of the customers are covered through...Mutual Fund
- ...for client reports Maintenance of planning and review calendars Keeping updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation, Planning Trends, Alternate Investments, Macro Economy, Global events) Providing clients with information on...Mutual FundLocal area
- ...solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and...Mutual Fund
- ...Generate significant revenue by effectively promoting and cross-selling a comprehensive range of wealth management products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking. Network strategically and...Mutual Fund
- ...Role & Responsibilities End to end Compliance for funds raised for NBFC / Brokerage firm from various sources like Banks, NBFCs, Mutual Funds, Debentures, Commercial Papers, Structured finance, working capital lines, Family offices, etc. Manage due diligence by...Mutual FundTemporary work
- ...practice and suitability concerns around retail products. Extensive knowledge of Fixed Income, Equities, Options, Closed End Funds and Mutual Funds. Research and analyze transactions with respect to Blue Sky laws and regulations in various states to ensure...Mutual FundFull timeImmediate startWorldwide
- ..., portfolio transitions, market registration, product data and performance and attribution analysis. MSIM Operations also provides mutual fund support, derivative processing, and counterparty and credit event management. In the Operations division, we partner with business...Mutual FundFull timeWork at officeLocal area
- ...Role & responsibilities Performing the mutual fund activities such as Reverse feed updation, Portfolio updation, investor master updation. Follow up with RTA / AMC / BSE in case of any queries. Coordination with internal & external departments for solving queries....Mutual Fund
- ...Solutions, provides comprehensive manager research on a wide range of investment strategies, including separately managed accounts, mutual funds, UCITs, exchange-traded funds and private vehicles in the equity, fixed income and alternative investments spaces. The GIMA team...Mutual FundFull timeWork at office