Fund Management Jobs

We are looking for a dedicated Cashier to join our team in Surat. In this role, you will handle transactions, support our customers, and ensure a smooth checkout experience. **Key Responsibilities:**- **Processing Transactions:** You will accurately handle cash, credit, and debit card transactions to ensure customers receive correct change and receipts. - **Customer Service:** Providing friendly and helpful service is essential. You should be ready to assist customers with their inquiries and ensure they leave satisfied.- **Maintaining Cash Register:** It is important to keep the cash register organized and ensure all funds are accounted for at the end of your shift.- **Handling Returns and Exchanges:** You will process returns and exchanges smoothly by following company policies, ensuring customer satisfaction while adhering to our guidelines.- **Updating Inventory:** Assisting in monitoring stock levels at the checkout area and reporting items that need to be replenished or restocked.**Required Skills and Expectations:**- Basic math skills are necessary to handle transactions accurately and efficiently.- Strong communication skills will help in dealing with customers effectively and courteously.- Attention to detail is crucial for ensuring all transactions are precise and that the cash register balances correctly.- A positive attitude and a willingness to learn will help you grow in this role, especially if you are new to the workforce.- Flexibility to work different shifts as needed, ensuring coverage during busy hours and events.

An Investment Manager is responsible for managing client portfolios, analysing financial markets, and delivering strategic investment recommendations. The role focuses on wealth creation, risk management, and long-term portfolio growth aligned with clients financial goals.

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]

As a Cashier, you will be responsible for processing transactions accurately and efficiently. This includes handling cash, credit cards, and checks from customers.Key responsibilities include:1. Processing transactions: You will be required to accurately process payments from customers using various methods such as cash, credit cards, and checks.2. Providing customer service: You will need to assist customers with any inquiries they may have and ensure their overall shopping experience is positive.3. Maintaining cleanliness: Keeping the checkout area clean and organized is essential to create a welcoming environment for customers.To excel in this role, you should have strong mathematical skills to accurately process transactions. Attention to detail is also crucial to avoid errors in handling cash. Good communication skills are necessary to interact with customers effectively. Additionally, being able to work efficiently in a fast-paced environment is beneficial. A 12th pass education level and 0-2 years of experience are required for this full-time, office-based position. This position is open to male candidates in Ranchi, India.

Need to speak In hindi and highly qualified

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.

Key Responsibilities: 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.Requirements: Excellent verbal and written communication skills with a confidentand professional attitude Strong interpersonal skills to build and maintain lasting clientrelationships Analytical thinking to understand client financial needs and suggestsuitable solutions

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.

As a Cashier, you will be responsible for handling cash, credit, and debit card transactions with customers. You will operate the cash register, issue receipts, and provide excellent customer service.Key responsibilities include accurately processing transactions, managing cash register and balancing cash drawers, handling customer inquiries and resolving complaints, maintaining a clean and organized workspace, and ensuring compliance with company policies and procedures.The ideal candidate should have a graduate degree, excellent numerical skills, strong attention to detail, good communication and interpersonal skills, and the ability to work efficiently in a fast-paced environment. Prior experience in cash handling or customer service is preferred but not required. We are seeking a reliable and trustworthy individual who can work well in a team and uphold high standards of professionalism.

Key Responsibilities:Client Acquisition & Business Development:Identify and onboard new clients through various marketing and networking channels.Build and maintain strong relationships with existing and prospective investors.Achieve monthly and quarterly targets for client acquisition and revenue growth.Equity Advisory & Portfolio Management:Provide clients with timely investment advice on equities, derivatives, and other financial products.Conduct regular portfolio reviews and offer rebalancing recommendations based on market trends.Stay updated with stock market news, company performance, and global economic developments.Marketing & Brand Promotion:Execute marketing campaigns to promote the firms investment services.Conduct investor awareness programs, webinars, and seminars.Collaborate with the marketing team to generate leads through digital and offline channels.Revenue Generation:Drive revenue through brokerage, advisory fees, and cross-selling of financial products.Monitor client activity and ensure consistent engagement to maximize business potential.Required Skills & Qualifications:Bachelors degree in Finance, Commerce, Economics, or related field (MBA preferred).NISM Series VII / VIII certification (preferred or required as per SEBI guidelines).Strong understanding of stock markets, investment products, and trading platforms.Excellent communication, presentation, and negotiation skills.Proven track record in sales, revenue generation, or financial advisory.Key Competencies:Target-driven and self-motivated.Strong client relationship management.Analytical and result-oriented approach.Ability to work under pressure and achieve business goals.

Designation: Application Technology Leadlocation: Andheri East, Mumbaimax Hike Payable to Candidate: 30%relocation Allowance: No Allowance Shall Be Provided On Relocation. However, You May Source Candidates from Anywhere in India Provided He Relocates to Mumbai.industry: Candidate Has to Be from Mutual Fund Industry Only.position: Application Technology Leadjob Summary:as the Technology Solution Lead, You Will Be Responsible for Leading and Managing the Technology Solutions Function, Overseeing the Design, Development, and Implementation of Technology Solutions for Vendor Driven Applications and Support the Application Operations. You Will Collaborate with Cross-functional Teams, Including Business Stakeholders, Operations and Development Teams, to Identify and Deliver Innovative Technology Solutions that Drive Business Growth, Enhance Operational Efficiency, and Ensure Regulatory Compliance.key Responsibilities:1. Technology Solution and Architecture Planning and Execution: Develop and Implement a Comprehensive Software Solution Aligned with the Organization Goals and Objectives. Identify Opportunities for Technology-driven Innovation and Provide Recommendations On Emerging Trends and Solutions.2. Vendor Management: Manage Relationships with Technology Vendors, Including Software Providers, System Integrators, and Consulting Firms. Evaluate Vendor Proposals, Negotiate Contracts, and Ensure Timely and Quality Delivery of Vendor Services and Solutions.3. Solution Design and Architecture: Lead the Design and Architecture of Technology Solutions, Ensuring Alignment with Business Requirements, Scalability, Security, and Reliability. Evaluate and Select Appropriate Technologies, Platforms, and Frameworks to Support Solution Development.4. Project and Program Management: Oversee the End-to-end Project and Program Management Lifecycle for Technology Solution Initiatives. Define Project Scope, Timelines, Budgets, and Resource Requirements. Monitor Project Progress, Identify Risks, and Implement Mitigation Strategies.5. Stakeholder Management: Collaborate Closely with Business Stakeholders to Understand Their Requirements, Objectives, and Pain Points. Translate Business Needs Into Technology Solution Requirements and Ensure Effective Communication and Engagement Throughout the Solution Development Lifecycle.6. Solution Development and Implementation: Oversee the Development and Implementation of Technology Solutions, Including Custom-built Applications, Integration Projects, and Third-party Software Deployments. Ensure Adherence to Coding Standards, Quality Assurance, and Testing Best Practices.7. Regulatory Compliance: Ensure Technology Solutions Comply with Relevant Regulatory Requirements, such as Sebi Guidelines and Exchange Guidelines or Any other Industry-specific Regulations in the Broking Sector. Stay Updated On Regulatory Changes and Drive Compliance Initiatives.8. Performance Monitoring and Optimization: Establish Mechanisms to Monitor the Performance and Effectiveness of Technology Solutions. Implement Continuous Improvement Processes to Optimize Solution Performance, Scalability, and User Experience.9. Team Leadership and Management: Build and Lead a High-performing Technology Solutions Team. Provide Guidance, Mentorship, and Support to Team Members, Fostering Their Professional Growth and Creating a Collaborative and Innovative Work Culture.10. Technology Trends and Innovation: Stay Abreast of Emerging Technologies, Trends, and Industry Best Practices. Evaluate Their Applicability to the Broking Firm's Technology Landscape and Make Recommendations On Adopting Innovative Solutions to Drive Business Growth and Operational Excellence.qualifications and Experience: Bachelor's or Master's Degree or Equivalent in Computer Science, Information Technology, or a Related Field. Overall 12+ Years Experience in Technology Solution Design, Architecture, and Delivery, Minimum 5+ Years Within the Amc, Broking or Financial Services Industry. Strong Knowledge of Technology Platforms, Frameworks, and Software Development Methodologies. Familiarity with Fintech Ecosystem Working for Broking Systems, Trading Platforms, and Financial Market Data Feeds Experience in Project and Program Management, with a Track Record of Successfully Delivering Technology Solutions On Time and Within Budget. Excellent Leadership and Team Management Skills, with the Ability to Motivate and Inspire Teams to Achieve High Performance. Strong Analytical and Problem-solving Abilities, with a Focus On Delivering Innovative and Value-driven Technology Solutions. Excellent Communication and Interpersonal Skills, with the Ability to Effectively Engage with Stakeholders At all Levels. Familiarity with Regulatory Standards and Guidelines Relevant to the Broking Industry, such as Sebi Guidelines, Exchange Processes as Applicable for Technology Stack, is Necessary Certifications in Relevant Technologies, Project Management, or Enterprise Architecture Frameworks (e.g., Togaf) Would Be Beneficial.

We are looking for 2 Cashier Posts in Navrangpura, Ahmedabad, with deep knowledge in Cashier Activities, Cash Handling, Money Transfer, Petty Cash Management, Bank Reconciliation, Counter Sales, Cash Collection, Fund Transfer and Required Educational Qualification is : B.C.A, B.B.A, B.Com, M.C.A, M.B.A/PGDM, M.Com

The Equity Research Associate will work closely with Portfolio Managers and Research Analysts to conduct deep-dive research on potential investment opportunities. The candidate will support industry/stock analyses, financial modelling, primary research, and monitoring of companies and sectors to feed ideas into the investment process.Key ResponsibilitiesPerform industry analysis: assess key trends, competitive strategies of major players, market structure, growth drivers and risks.Benchmark operational & financial performance metrics of major industry players (e.g., margins, growth rates, asset turns, returns).Conduct detailed financial-statement analyses and valuation work: build and maintain financial models (income statements / balance sheets / cash flows), compute valuation (DCF, multiples, residual income, etc.).Monitor continuously: track news flow, business-model changes, quarterly/annual results of companies under coverage and their peers/suppliers/customers.Conduct primary research: meet with companies, competitors, suppliers, customers; listen to quarterly conference calls; prepare summary meeting/call notes.Produce research deliverables: draft write-ups, investment memos, note key findings and investment implications for the team.Assist in the preparation of presentations/reports for internal investment discussions and for the portfolio team.Work with senior team members to identify new ideas, update models and databases, maintain coverage universe.Stay abreast of macro-economic, regulatory and sector developments which may impact company/industry dynamics.Qualifications & SkillsCA with a graduate degree in Economics, Accounts, Business, or Mathematics (or equivalent).13 years of relevant experience in equity research or related field; CFA Level 1 (or prepared) will be an advantage.Outstanding analytical and problem-solving skills; ability to dig into data, ask the right questions, form logical investment insights.Strong written and spoken communication skills; ability to clearly articulate research findings and investment theses.Demonstrated keen interest in equity markets and investments, with good understanding of company financials.Excellent modelling capabilities with MS Excel and strong comfort with numbers/financial statements.Ability to work under pressure and manage multiple tasks simultaneously, with good time-management skills.A self-starter, curious / proactive, with attention to detail and willingness to learn.Preferred AttributesStrong quantitative skills, good comfort with valuation techniques and financial modelling.Good business acumen & commercial mindset: understanding how industries work, business models evolve, competitive dynamics matter.Ability to synthesize large amounts of information into actionable investment ideas.Teamoriented but able to work independently on defined assignments.Comfortable meeting management, industry participants, attending calls, summarising key points for the investment team.

About the Company:*Mint Capital is a premier financial services organization and an authorized partner of Angel One, one of Indias leading stock broking and wealth management firm. We specialize in client acquisition, investment advisory, and trading services providing individuals with comprehensive financial solutions and the right investment guidance.---*Role Overview:*We are seeking *experienced and result-oriented Relationship Managers* to join our financial Investment team. The role involves engaging with potential clients, understanding their financial goals, and offering appropriate investment solutions in *Demat accounts, stock trading, mutual funds, and SIPs*.This position is ideal for professionals with strong financial knowledge and a passion for client interaction and revenue generation.---*Key Responsibilities:** Conduct field and telephonic meetings with potential clients to promote *Demat & trading account openings*.* Guide clients on investment opportunities, mutual funds, and stock market products.* Understand client requirements and provide customized financial solutions.* Achieve monthly and quarterly sales and brokerage targets.* Maintain regular follow-up and ensure *high client satisfaction* and *retention*.* Stay updated with market trends and product knowledge to better serve clients.* Collaborate with the internal operations team to ensure smooth onboarding and service delivery.---*Desired Candidate Profile:** *14 years of experience* in financial sales, broking, wealth management, or investment advisory.* Strong understanding of *stock markets, mutual funds, and Demat operations*.* Excellent communication and presentation skills with a customer-centric approach.* Ability to work independently and achieve assigned targets.* Candidates with *NISM certification* (Series V-A, Mutual Fund Distributor, or Equity Derivatives) will be preferred.* Should be comfortable with field meetings and client acquisition.---*Qualifications:** Graduate or Postgraduate in Finance, Commerce, Economics, or Business Administration.---*Perks & Benefits:** Attractive *Fixed Salary + Lucrative Incentives*.* Excellent *career growth and learning opportunities*.* Exposure to *diverse financial products* and client categories.* Supportive and growth-driven work culture.* Quick Vertical Growth.* Rewards- Domestic & International Trips, Coupons and gift vouchers.

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.

Asst. Manager - Compliance and Operations will be responsible for the end-to-end ownership of operational workflow of Category III AIF to cover the following deliverables:Periodically review exposure, drawdowns, and investor commitments against fund documents and regulatory limits.Conduct pre- and post-trade compliance checks (investment concentration limits, sector restrictions, leverage, etc.). Ensure transactions are within regulatory and fund-specific boundaries.Assist in drafting and updating internal compliance checklists, SOPs, and dashboards.Assist in preparation and filing of regulatory reports including SEBI AIF reports (monthly/quarterly), RBI/FEMA filings if applicable.Monitor compliance with SEBI AIF Regulations, PPM (Private Placement Memorandum), and internal investment guidelines.Validate accruals, expenses, performance fees and management fee computations as per PPM and agreements.Support audits and inspections (SEBI, statutory, internal) by providing required data and explanations.Coordinate daily/periodic NAV computation with fund administrator; review trial balance, valuations, and reconciliation reports.Ensure timely and accurate recording of fund transactions.Support investor queries related to capital statements, tax workings, and portfolio performance.Prepare financial statements, investor reports, and quarterly performance reports.Work closely with auditors for annual audits, tax filings, and statutory reporting.QUALIFICATIONS:1. CA / MBA (Finance) or equivalent professional qualification.2. 35 years of relevant experience in AIF/PMS/Mutual Funds or compliance.3. Working knowledge of SEBI AIF Regulations, Companies Act, and taxation aspects relevant to AIFs.4. Ability to comprehend financial reports5. Excellent working knowledge of excel6. Attention to detail is a MUST7. Strong written and verbal communication skills will be an added advantage in this role

We're seeking a results-driven Mutual Fund Sales/Client Relationship Manager to join our team. The successful candidate will be responsible for acquiring new clients and nurturing existing relationships to drive business growth. If you have a passion for sales, excellent communication skills, and a knack for building strong relationships, we'd love to hear from you!Key Responsibilities:1. Identify and acquire new clients for mutual fund products.2. Build and maintain strong relationships with existing clients.3. Provide exceptional customer service and support.4. Meet and exceed sales targets.5. Stay updated on market trends and competitor activity.6. Collaborate with internal teams to ensure seamless client onboarding and service.Requirements:1. 2+ years of experience in mutual fund sales, client relationship management, or a similar field.2. Strong understanding of mutual fund products and the financial services industry.3. Excellent communication, negotiation, and interpersonal skills.4. Proven track record of meeting sales targets and building strong client relationships.5. Strong analytical and problem-solving skills.

We're seeking a results-driven Mutual Fund Sales to join our team at MoneyTree Partners. The successful candidate will be responsible for acquiring new clients and nurturing existing relationships to drive business growth. If you have a passion for sales, excellent communication skills, and a knack for building strong relationships, we'd love to hear from you!Key Responsibilities:1. Identify and acquire new clients for mutual fund products.2. Build and maintain strong relationships with existing clients.3. Provide exceptional customer service and support.4. Meet and exceed sales targets.5. Stay updated on market trends and competitor activity.6. Collaborate with internal teams to ensure seamless client onboarding and service.Requirements:1. 2+ years of experience in mutual fund sales, client relationship management, or a similar field.2. Strong understanding of mutual fund products and the financial services industry.3. Excellent communication, negotiation, and interpersonal skills.4. Proven track record of meeting sales targets and building strong client relationships.5. Strong analytical and problem-solving skills.