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... 

 ...Executive (Insurance) to join our team. As a Back Office Associate specializing in the mutual funds/insurance sector, you will be responsible for handling key administrative and operational tasks. This pivotal role ensures seamless business support, enhances client experience... 

 ...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... 

 ...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... 

 ...Key Responsibilities: Manage client interactions and communications effectively. Handle mutual fund account openings, KYC processes, and other related documentation. Coordinate with mutual fund companies, insurance providers, and financial partners regarding ongoing... 

 ...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... 

 ...processes, and policies that enhance financial governance and operational efficiency. Key Responsibilities:  Finance & Treasury Management...  ...Manage and monitor investments in real estate, stock markets, mutual funds, FDs, PMS, and insurance Ensure proper accounting and... 

 ...Bachelors degree in Marketing, Advertising, Business, B.Sc in Computer Science, or a related field. ~1.5 years of experience in ad operations, programmatic advertising, or related roles; freshers are also considered. ~ Proficiency in working with SSPs, DSPs, DMPs, and ad... 

 ...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... 

 ...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... 

) 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...

 ...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,... 

 ...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... 

 ...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),... 

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 ,... 

 ...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.... 

 ...Preparing Quotations, Recordkeeping, Tally Entries, and Managing Office Admin. Digital Marketing Posts and Follow-up NO SALES Receiving /Uploading Proposal Form Information data entry Insurance Quote Creations Key Skills : Inusrance Mutual Fund Back Office... 

 ...referring to specific QuickTurtle products or services). Cross-Selling: Actively cross-sell additional financial products, including Mutual Funds (MF) and Portfolio Management Services (PMS) . Client Management: You'll be responsible for both new client lead generation... 

 ...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... 

 ...Actively hiring Marketing And Operations Associate Start Date Starts  Immediately CTC (ANNUAL) ₹ 3,00,000 - 5,00,000 ₹ 3,00,000 - 5,00,000 /year... 

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... 

 ...these relationships. Cross-sell Third Party Products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate...  ...highest level of service to customers in terms of advisory and operational issues, providing timely solutions to differentiate our service... 

 ...Key Responsibilities: Manage and lead operations across online platforms Oversee order management and ensure timely fulfilment Coordinate product listings, pricing, and catalogue accuracy Supervise and support the operations team to meet daily targets Collaborate... 

 ...targets & support business expansion Travel (as required) for client engagement What We're Looking For: ~2+ years in Bonds/Mutual Funds/Fixed Deposits sales ~ IFA/Channel/Bond Partner experience preferred ~ MBA (Finance) or Commerce Graduate ~ Strong... 

 ...Managers 8) Strong analytical skills to interpret business information. Exp.-10+ Years in sales of investment products like Mutual Funds, PMS, AIF, Stock Broking) 1) Handling Team of NRI Relationship Managers 2) Domain Knowledge of Products like PMS, Mutual Funds,... 

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...