Mutual fund operations jobs in Gandhinagar

 ...supervise and ensure compliance of all critical transaction sale of Mutual Funds, AIF, PMS, 11) To ensure adequate documentation of all transactions and coordinate with various stakeholders for smooth operations. 12) To share regular performance dashboards with the RHs ZH.... 

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Broking Products, Insurance, Investment products like Mutual Funds, PMS, AIF. 3) Develop forecasts, financial objectives, and business plans 4) Meet goals... 

 ...dynamic and experienced Branch Manager to lead our Broking operations. If you have comprehensive knowledge across broking products,...  ...in Broking Products, Insurance, and Investment products like Mutual Funds, PMS (Portfolio Management Services), and AIF (Alternative Investment... 

 ...and Currency, as well as actively cross-selling products like Mutual Funds, PMS, and AIFs to existing acquired NRI clients from Dubai and...  ...effectively with different internal teams to ensure seamless operations and client service. Demonstrate strong channel management... 

 ...experienced Compliance Officer to oversee regulatory adherence and operational risk management across our Broking, Global Access Market,...  ...Broking, Advisory Services that cover --- Management Services, Mutual Fund Investments, Insurance to exceptional Depository Services.... 

 ...extensive knowledge of diverse financial products, including Mutual Funds, PMS (Portfolio Management Services), AIF (Alternate Investment...  ...product department training initiatives for RMs, Dealers, operations, and customer service personnel, ensuring effective product knowledge... 

 ...suite to help its customers invest in Equities, IPO/OFS, Buybacks, Mutual Funds, ETFs, Futures & Options for - Equity, Currency, and...  ...Management - Periodical review and analysis of the system versions, Operating System Patches, Database Patches, Application & Web Server Patches... 

 ...Role Overview:   As a Client Services and Operations Associate, you will serve as the face of our Gift City office, assisting with client onboarding, relationship management, and operational support. This role offers an excellent opportunity for early career professionals... 

 ...Compensation: Up to 20 LPA Industry: BFSI / Asset Management / Mutual Funds Employment Type: Full-time About the Role We are seeking dynamic and experienced professionals to lead our branch operations in Kolkata and Ahmedabad. As a Branch Manager , you will be... 

 ...Future & Options (F&O). 2) Cross selling third party products like Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse products...  ...highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play... 

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... 

 ...train distributors - Organize and run recruitment events for distributors - Continued training and motivating the team to drive ULIP business - Attend joint field work and help the distributors whenever needed - No need for IRDA or Mutual Fund exam. Direct empanel... 

 ...Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply... 

 ...primary market products 6) Organising events to develop the Business of IFDs 7) Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. 8) Domain Knowledge: Understanding of market pulse, trade knowledge,... 

) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor...

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 ,... 

 ...acquisition targets. Key Responsibilities: Cater to the investment needs of mass affluent clients by recommending products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Private Equity (PE), Structured Products (SP),... 

 ...motivating the team to drive ULIP business - Attend joint field work and help the distributors whenever needed - No need for IRDA or Mutual Fund exam. Direct empanelment. CTC - up to 6 LPA + 6l quarterly incentives Fixed BDA is up to INR 20000 depends on your target... 

 ...Trade Orders. Advising Clients based on Research Report. Required Criteria: Graduation is must. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) Stock Market knowledge is mandatory. Should possess good communication skills.... 

 ...their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Ensure...