Mutual Funds Jobs in India

We are looking for a Customer Relationship Manager to join our team in Surat. In this role, you will be responsible for building and maintaining strong relationships with our customers. Your experience in customer service and relationship management will be crucial to our success.**Key Responsibilities:**- **Manage Customer Accounts:** Maintain detailed knowledge of customer needs and preferences to ensure that we meet their expectations and build loyalty.- **Respond to Inquiries:** Address customer questions and concerns promptly, providing clear and helpful solutions to enhance their experience.- **Develop Strategies:** Create and implement strategies to improve customer satisfaction and engagement, ensuring that our services meet their evolving needs.- **Monitor Feedback:** Collect and analyze customer feedback regularly to identify areas for improvement and to gauge customer satisfaction levels.- **Collaboration with Teams:** Work closely with sales, marketing, and product teams to ensure a seamless experience for customers and to communicate their needs effectively.**Required Skills and Expectations:**The ideal candidate should have a Bachelors degree in Business Administration or Commerce. You should possess strong communication and interpersonal skills, enabling you to build rapport with clients effectively. A minimum of 1 to 3 years of experience in customer relationship management or a related field is expected. You should be proficient in using CRM software and comfortable analyzing customer data. Additionally, a problem-solving attitude and the ability to work independently are essential for success in this role.

We are looking for a Wealth Manager in Ahmedabad who will assist clients in managing their financial resources to achieve their financial goals. This role requires a proactive approach to client relationships and a strong understanding of investment strategies.**Key Responsibilities:**- **Client Relationship Management:** Build and maintain strong relationships with clients by understanding their financial needs and providing tailored advice and support.- **Portfolio Management:** Analyze clients investment portfolios and suggest strategies to optimize returns while aligning with their risk tolerance.- **Market Research:** Conduct regular research on market trends and investment opportunities to keep clients informed and make sound recommendations.- **Financial Planning:** Develop comprehensive financial plans based on clients' goals, including retirement planning, tax strategies, and estate planning.- **Compliance Management:** Ensure all financial advice and transactions follow the legal regulations and internal policies to protect clients' interests.**Required Skills and Expectations:**Candidates should have 1 to 2 years of relevant experience in wealth management or financial advisory roles. Strong analytical skills are essential for assessing investment opportunities. Excellent communication skills are necessary to explain complex financial concepts clearly to clients. The ideal candidate must be client-focused, demonstrating a commitment to helping clients achieve their financial objectives. Familiarity with financial software and investment tools will be advantageous. A proactive attitude and a passion for the finance industry are crucial for success in this position.

We are seeking a Telesales Executive to join our team in Chennai. The ideal candidate will have 1 to 3 years of relevant experience and will be responsible for engaging with prospective customers over the phone to drive sales.**Key Responsibilities:**- **Conduct Outbound Calls:** Make regular calls to potential clients, introducing our products or services and explaining their benefits to stimulate interest.- **Qualify Leads:** Identify the needs and preferences of potential customers to determine if they are suitable leads for our offerings.- **Achieve Sales Targets:** Meet targeted sales numbers by efficiently closing deals and following up on leads, demonstrating strong persuasive skills.- **Maintain Customer Relationships:** Build and maintain a good rapport with clients through excellent communication and service, ensuring customer satisfaction and loyalty.- **Update CRM Systems:** Accurately record customer interactions and sales activities in the Customer Relationship Management system for tracking and reporting purposes.- **Collaborate with Team Members:** Work closely with the sales team and management to refine sales strategies and share insights on customer feedback and market trends.**Required Skills and Expectations:**The successful candidate should have strong communication and interpersonal skills, enabling effective conversations with diverse clients. A proven ability to handle objections and persuade customers is essential, as is a self-motivated attitude with a focus on achieving sales goals. Familiarity with CRM software and basic computer skills are also necessary. You should be adaptable, open to feedback, and ready to learn in a fast-paced environment.

As an Investment Counsellor in Kolkata, you will play a crucial role in helping clients make informed investment decisions. Your primary focus will be on understanding their financial goals and crafting tailored investment strategies.**Key Responsibilities:**- **Client Consultation:** Engage with clients to understand their financial objectives and risk tolerance, ensuring personalized service and advice.- **Portfolio Management:** Monitor and manage client investment portfolios to align with their goals, regularly reviewing performance and making necessary adjustments.- **Market Analysis:** Conduct thorough research on market trends and investment options, providing clients with relevant and timely information.- **Investment Recommendations:** Offer informed suggestions on investment opportunities that suit clients needs, ensuring clear explanations of potential risks and returns.- **Relationship Building:** Develop strong, trust-based relationships with clients, fostering ongoing communication to enhance customer satisfaction and loyalty.**Required Skills and Expectations:**Candidates should possess a strong understanding of investment products and financial markets. Excellent communication skills are essential for clearly conveying complex information to clients. Critical thinking and analytical abilities are needed to assess market trends and make strategic recommendations effectively. A proactive approach to problem-solving and a dedication to client service will ensure success in this role. The ideal candidate should also have a relevant educational background in finance or related fields, along with a willingness to continually learn and adapt in a dynamic investment environment.

As a Relationship Manager in Wealth, you will play a crucial role in managing and growing client relationships in the investment sector. Your primary aim will be to deliver personalized financial solutions that meet the unique needs of each client.**Key Responsibilities:**- **Client Relationship Management:** Build and maintain strong relationships with clients, ensuring regular communication and support to understand their financial goals.- **Investment Advisory:** Provide expert advice on investment opportunities and strategies tailored to clients' risk profiles and financial objectives.- **Portfolio Management:** Monitor clients' investment portfolios regularly, making adjustments as needed to optimize returns and achieve agreed-upon goals.- **Market Research:** Conduct thorough research on market trends and economic conditions to inform clients about potential investment strategies.- **Sales and Business Development:** Proactively identify new business opportunities to expand the client base, using networking and referrals to drive growth.- **Compliance and Documentation:** Ensure all client interactions and transactions comply with regulatory requirements, maintaining accurate records of your activities.**Required Skills and Expectations:**You should have strong interpersonal and communication skills to effectively engage with clients and build rapport. A background in finance, economics, or a related field is preferred, but not mandatory for candidates with a strong interest in wealth management. You need to display good analytical and problem-solving abilities to help clients make informed investment decisions. A proactive attitude towards learning and a willingness to adapt to market changes are essential to succeed in this role.

Job Description: Building and maintaining strong relationships with HNI / Ultra HNI clients both Individual & Non-Individual while understanding their financial goals, risk tolerance and investment preferences. Driving Revenue generation through cross-selling of Wealth Products like MF/SIP, Bonds, Insurance, and Asset (Loan). Acquisition of New Clients for D-Mat and Trading account and providing them with Equity research advisory for Investment and Trading needs of the Investor. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. Meeting with potential Investors (Physical or Virtual) for discussing and proposing him/her the investment opportunities available with Eureka Securities PCG. Keeping constant touch with PCG Dealer/Equity Advisor for monitoring Equity portfolio of Investors on Regular basis. Weekly & Monthly Review of business and meetings with HOD & other Business Heads. Organising and conducting Seminar/ Meetings/ Investment Awareness programmes to generate leads for fresh & new investors. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs. Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions. Managing and achieving the internal budget product wise to maintain Monthly/Quarterly Score Card for performance evaluation.

outbound calling for lead generation

Responsibilities1. Managing existing clients & Inactive clients .2. You need to keep yourself updated about the latest trends of mutual fund & Insurance market to be able to uplift your expertise and to be able to help KA Group magnify profits.3. Support clients in dealing with Mutual fund software.4. Collection of necessary documents from clients.5. Calling clients and ensuring product sale as well as delivery to client.6. We are looking for a competitive Sales Representative to help us expand our business by actively seeking and acquiring new clients.7. New Client Acquisition and Revenue Generation through Sale of All Insurance, MF, PMS, Equity Market Etc to HNI Clients.Skills Required:1. Excellent communication2. Familiar with Mutual fund & Insurance procedures3. Knowledge of Indian Mutual Fund & Insurance industry4. Interacting in a friendly and professional manner with customers.5. Have basic knowledge of general insurance policies6. Ability to work with computers and understand7. Goal and target oriented8. Excellent skills in communication and presentation9. Experience in delivering client-focused solutions and in creating long-lasting relationships

Job Title Wealth ManagerExperience: +3years experience in Wealth SalesLocation: JaipurRole & Responsibilities1) Will be responsible for acquiring preferred clients (HNI/Ultra HNI).2) Maintain strong client relationships and generate AUM from the assigned portfolio.3) To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients4) To coordinate with product and research team for taking investment decision for the clients.5) To conduct and assist in organizing seminars, workshops and other business development activities.6) To achieve budgeted targets in terms of number of clients/volume of business & assets.7) To research, investigate and update themselves on available investment.8) To contact clients periodically and determine if they are satisfied with the service and returns generated.9) To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.10) Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.Qualification & Skills:1) CFP / CFA / MBA in Finance / Marketing2) Should be an individual performer3) Pleasant personality and good communication skills.4) Strong HNI client handling experience5) Ability to work as an individual performer6) Capability to manage a reasonable AUM book size7) Excellent communication and relationship management skills8) Target-driven and result-oriented personality

About the CompanyWe are a growing financial services and broking firm specializing in equity trading, derivatives, commodities, and investment advisory services. Our mission is to provide data-driven insights and seamless trading experiences to our clients while maintaining compliance and operational excellence.Role OverviewWe are seeking a detail-oriented and analytical Business Analyst to support business operations, trading performance analysis, revenue tracking, and process improvement within our broking firm. The ideal candidate should have strong analytical skills, financial market understanding, and the ability to convert data into actionable insights.Key ResponsibilitiesAnalyze trading data, brokerage revenue, and client performance metricsPrepare daily, weekly, and monthly MIS reportsTrack client acquisition, activation, and retention metricsCoordinate with Sales, Operations, and Compliance teamsIdentify process gaps and recommend operational improvementsMonitor margin requirements, risk exposure, and trading limitsSupport management with financial and performance analysisWork with CRM and trading platforms for data extraction and reportingRequired Skills & QualificationsBachelors degree in Finance, Business Administration, Economics, or related field03 years of experience (Freshers with strong analytical skills can apply)Knowledge of stock market operations, equity & derivatives preferredStrong proficiency in MS Excel (Pivot Tables, VLOOKUP/XLOOKUP, basic formulas)Basic understanding of financial statements and brokerage revenue modelsStrong analytical and problem-solving skillsGood communication and reporting skillsSalary: 23,000 45,000 CTC per month (Based on experience & skills)Performance-based incentivesCareer growth in financial markets domainTraining & certification support

We are looking for a motivated and detail-oriented Job Analyst to join our team. The candidate will be responsible for analyzing market data, identifying opportunities, and assisting in trading-related research and reporting.Responsibilities:* Analyze basic market trends and data* Maintain records and prepare reports* Assist in identifying potential opportunities* Work with computer software and trading platforms* Support team with daily analytical tasksBenefits:* Training will be provided* Friendly work environment* Growth opportunities* Performance-based incentivesHow to Apply:Send your Name and Resume on WhatsApp: [+91 95012 04148]

Key Responsibilities Client servicing and query resolution Mutual fund transactions and documentation KYC, account opening, and client reports Compliance coordination and internal support

Position : Financial Service AssociateRole and Responsibility: To monitor closely the HL data and cross sell insurance (HDFC Life and Non Life), fixed deposits and other products as introduced by the company to home loan customers of HDFC Sales To source open market business too and achieve the targets assigned To be completely aware of the products being offered by the company and understand competition offering and handle customer objections To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed To build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing theentire account of customer. FSA to ensure to source customers family details, other general insurance details, other loan details etc To be in sync and work together with the partner representatives Understanding the joint customer ownership at the time of servicing etc To ensure timely renewal of the business sourced To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of variousproducts (insurance, mutual funds etc)Always be well-groomed, and ensure your sales kit is organized and completeMaintain a company-first attitude and be respectful toward fellow colleagues, seniors , partners etcNote: Must have your own two-wheeler.Must be a graduate with experience in Insurance/FD/MF. Freshers Can also apply

Key Responsibilities1. Build and manage a portfolio of HNI and UHNI clients.2. Understand client financial goals and provide suitable investment solutions.3. Offer advisory on products such as Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Investment Products such as Mutual funds, fixed-income securities (bonds/debentures), and fixed deposits, Specialized Offerings such as Global investments, private equity, Pre-IPO opportunities, Insurance and real estate funds.4. Regularly review client portfolios and recommend rebalancing as per market conditions.5.Acquire new clients through referrals, networking, and business development activities.6. Ensure compliance with regulatory requirements and internal policies.7. Maintain strong relationships with product partners and internal teams.8. Prepare reports, presentations, and investment proposals for clients.9. Stay updated with market trends, economic developments, and new financial products.Required Skills & Competencies1. Excellent communication and relationship management skills.2. Strong knowledge of financial markets and investment products.3. Strong analytical and problem-solving abilities.4. Client-centric approach with a sales and advisory mindset.5. Ability to work independently and meet targets.

As a Business Analyst, you will be responsible for analyzing business processes, identifying areas for improvement, and developing strategies to enhance operational efficiency. You will collaborate with stakeholders to gather requirements, conduct research, and generate reports to support decision-making.Key responsibilities include conducting data analysis to identify trends and insights, developing business cases to support strategic initiatives, and facilitating communication between different teams to ensure project success. You will also be expected to participate in meetings, workshops, and presentations to share findings and recommendations.The ideal candidate will have strong analytical skills, excellent communication abilities, and a keen eye for detail. A post-graduate degree in a relevant field is required, along with up to 4 years of experience in a similar role. You should also be proficient in data visualization tools, project management software, and have a solid understanding of business processes and technology. Confidence, adaptability, and a proactive approach to problem-solving are essential for success in this role.

Job Title: Business Development Executive (BDE)Experience: 1-2 YearsLocation: SuratEmployment Type: Full-timeAbout the jobResponsibilitiesManaging existing clients & Inactive clients .You need to keep yourself updated about the latest trends of mutual fund & Insurance market to be able to uplift your expertise and to be able to help KA Group magnify profits.Support clients in dealing with Mutual fund software.Collection of necessary documents from clients.Calling clients and ensuring product sale as well as delivery to client.We are looking for a competitive Sales Representative to help us expand our business by actively seeking and acquiring new clients.New Client Acquisition and Revenue Generation through Sale of All Insurance, MF, PMS, Equity Market Etc to HNI Clients.Skills Required:Excellent communicationFamiliar with Mutual fund & Insurance proceduresKnowledge of Indian Mutual Fund & Insurance industryInteracting in a friendly and professional manner with customers.Have basic knowledge of general insurance policiesAbility to work with computers and understandGoal and target orientedExcellent skills in communication and presentationExperience in delivering client-focused solutions and in creating long-lasting relationships

Develop and strengthen relationships with both existing and potentialclients within the financial services sector.Assess client requirements and deliver customized financial solutions.Drive sales and meet business development goals through the promotionof financial products and services.Serve as the primary liaison for clients, ensuring timely resolution oftheir queries and concerns.Coordinate with internal departments to guarantee smooth and efficientexecution of client requests.Identify and capitalize on opportunities for cross-selling and up-sellingrelevant financial offerings.Stay informed about industry trends, market dynamics, and competitoractivities.Participate in client meetings and coordinate effectively to maintainstrong engagement and trust.

Roles and Responsibilities*Handling Mutual Funds division and end to end operations of it.*MF corporate action process like dividend payout /dividend reinvestment issue to clients by coordinating with RTA/AMC.*Effective handling & monitoring day to day Operations viz transaction processing, effective allotment / pay outs, monitoring Controls, KYC, Audits etc.*Coordination with RTA.*Smooth Branch coordination - to ensure minimal complaints and quick resolution.*Handling various day to day transaction activities.*Monitoring activities and handling evaluation of Agents performance.*Processing of Applications for new entities by uploading in DBMS software.*Ensuring Agents are compliant with Regulatory framework.*Support to sub agents regarding transactions, software installation, reimbursements and reconciliation.*Administrative support for all data entry on daily basis with MS Excel.

Job Description: Outbound Calls: Reach out to leads to promote Life Insurance / MF products. Product Knowledge: You should understand and convey the features and advantages of Life Insurance / Mutual funds plans to the customers via calls. Sales Goals: Meet or exceed sales targets within specified timelines. Customer handling: Identify common client challenges and actively counsel higher solutions. Direct Meeting: Direct Meetings or Virtual meetings should be done based on the customer's needs.

Develop and strengthen relationships with both existing and potentialclients within the financial services sector.Assess client requirements and deliver customized financial solutions.Drive sales and meet business development goals through the promotionof financial products and services.Serve as the primary liaison for clients, ensuring timely resolution oftheir queries and concerns.Coordinate with internal departments to guarantee smooth and efficientexecution of client requests.Identify and capitalize on opportunities for cross-selling and up-sellingrelevant financial offerings.Stay informed about industry trends, market dynamics, and competitoractivities.Participate in client meetings and coordinate effectively to maintainstrong engagement and trust.