Fund Management Jobs

We are seeking an experienced and result-oriented Chit Fund Manager to oversee the day-to-day operations of chit fund schemes, manage customer relationships, ensure regulatory compliance, and drive business growth. The ideal candidate should have strong financial knowledge, leadership skills, and experience in managing chit fund operations, collections, and customer service.Key ResponsibilitiesChit Fund OperationsManage the complete lifecycle of chit fund schemes from enrollment to closure.Conduct and supervise chit auctions in accordance with company policies and legal regulations.Ensure timely collection of monthly subscriptions from members.Monitor fund utilization and ensure smooth scheme operations.Customer Relationship ManagementBuild and maintain strong relationships with existing and prospective customers.Explain chit fund schemes, benefits, and terms to customers.Resolve customer queries, complaints, and payment-related issues.Ensure high levels of customer satisfaction and retention.Business DevelopmentAcquire new customers and expand the chit fund member base.Develop marketing strategies to promote chit fund schemes.Achieve monthly and annual business targets.Identify opportunities for cross-selling financial products and services.Collections & Financial ManagementMonitor subscription collections and outstanding payments.Follow up with defaulting members and ensure timely recovery.Coordinate with the Accounts department for financial reconciliation.Prepare financial reports related to collections and scheme performance.Compliance & DocumentationEnsure compliance with the Chit Funds Act, company policies, and regulatory guidelines.Verify KYC documents and maintain accurate customer records.Maintain auction records, agreements, receipts, and payment documentation.Support internal and external audits.Team ManagementSupervise field executives, collection staff, and customer service teams.Assign daily tasks and monitor employee performance.Train and mentor team members on operational procedures and customer service.Conduct regular team meetings and performance reviews.ReportingPrepare daily, weekly, and monthly operational and financial reports.Track key performance metrics and present reports to senior management.Analyze business performance and recommend process improvements.Required QualificationsBachelor's degree in Commerce (B.Com), Business Administration (BBA), Finance, Accounting, Economics, or a related field.3-7 years of experience in chit funds, banking, NBFCs, finance, or financial services.Previous experience in team management is preferred.Required SkillsChit Fund OperationsCustomer Relationship ManagementFinancial ManagementCollections & RecoveryBusiness DevelopmentTeam LeadershipKYC & DocumentationMicrosoft Office (Excel, Word, PowerPoint)Communication SkillsNegotiation SkillsProblem-SolvingTime ManagementPreferred SkillsKnowledge of the Chit Funds Act and related regulations.Experience with chit fund or financial ERP software.Strong analytical and reporting skills.Sales and marketing experience in financial products.

The role involves acquiring new customers, promoting financial products, and building long-term client relationships.Key Responsibilities and requirements :Acquire customers for demat accounts through direct/field sales.Drive sales of third-party products including Insurance, Mutual Funds, SIPs, and Loans.Engage with prospective customers to promote wealth management products.Leverage marketing campaigns to build and manage a strong prospect funnel.Minimum 1-10 years of sales experience from Banks, Fintechs, Broking, Financial Services, or Insurance industries.Strong understanding of financial markets and investment products.Comfortable with new client acquisition and field sales activities.Excellent communication, interpersonal, and negotiation skills.Target-driven, self-motivated, and able to work independently as well as in a team.

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.

Job Description - FCRA AccountantPosition: FCRA AccountantLocation: Gadha Village, Chhatarpur District, Madhya PradeshExperience Required: 5-7YearsSalary: Depend on previous salary and interview performancePreferred Candidates: Immediate joiners and local/nearby candidates preferredJob SummaryWe are looking for a dedicated and detail-oriented FCRA Accountant to manage FCRA accounts, charitable trust accounting, statutory compliance, and financial reporting. The candidate should have good knowledge of FCRA regulations, Tally, bookkeeping, banking processes, and NGO/society accounting procedures.The ideal candidate must be capable of handling daily accounting operations, donor fund tracking, voucher verification, audit support, and compliance-related documentation efficiently.Key ResponsibilitiesHandle complete FCRA accounting and compliance activitiesMaintain books of accounts in Tally ERP/Tally PrimePrepare payment vouchers, receipts, journal entries, and bank reconciliationManage FCRA bank accounts and transaction recordsMaintain donor-wise and project-wise expense recordsPrepare monthly MIS reports and financial statementsCoordinate with auditors, CA, and management for audits and complianceEnsure proper documentation for all financial transactionsMaintain records for charitable trust/society accountsPrepare utilization reports and supporting documents for grantsHandle statutory compliances related to FCRA, TDS, GST, and other applicable lawsVerify bills, invoices, and supporting documents before processing paymentsMaintain proper filing and documentation of financial recordsSupport administrative and finance-related activities as requiredRequired Qualifications & SkillsBachelors Degree in Commerce (B.Com/M.Com/CA Backround)2-5 years of experience in FCRA accounting or NGO/trust accountingGood knowledge of FCRA rules and compliance proceduresProficiency in Tally ERP/Tally Prime and MS ExcelKnowledge of banking transactions and reconciliationGood communication and documentation skillsStrong attention to detail and accuracyAbility to work independently and meet deadlinesAdditional InformationCandidates must be comfortable working in a rural locationFood and accommodation facilities may be provided by the organizationLocal candidates from nearby areas of Chhatarpur will be preferredContact DetailsContact Number: 9109997283

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.

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.

The role involves acquiring new customers, promoting financial products, and building long-term client relationships.Key Responsibilities and requirements :Acquire customers for demat accounts through direct/field sales.Drive sales of third-party products including Insurance, Mutual Funds, SIPs, and Loans.Engage with prospective customers to promote wealth management products.Leverage marketing campaigns to build and manage a strong prospect funnel.Minimum 1-10 years of sales experience from Banks, Fintechs, Broking, Financial Services, or Insurance industries.Strong understanding of financial markets and investment products.Comfortable with new client acquisition and field sales activities.Excellent communication, interpersonal, and negotiation skills.Target-driven, self-motivated, and able to work independently as well as in a team.

The role involves acquiring new customers, promoting financial products, and building long-term client relationships.Key Responsibilities and requirements :Acquire customers for demat accounts through direct/field sales.Drive sales of third-party products including Insurance, Mutual Funds, SIPs, and Loans.Engage with prospective customers to promote wealth management products.Leverage marketing campaigns to build and manage a strong prospect funnel.Minimum 1-10 years of sales experience from Banks, Fintechs, Broking, Financial Services, or Insurance industries.Strong understanding of financial markets and investment products.Comfortable with new client acquisition and field sales activities.Excellent communication, interpersonal, and negotiation skills.Target-driven, self-motivated, and able to work independently as well as in a team.

The role involves acquiring new customers, promoting financial products, and building long-term client relationships.Key ResponsibilitiesAcquire customers for demat accounts through direct/field sales.Drive sales of third-party products including Insurance, Mutual Funds, SIPs, and Loans.Engage with prospective customers to promote wealth management products.Leverage marketing campaigns to build and manage a strong prospect funnel.Minimum 1-10 years of sales experience from Banks, Fintechs, Broking, Financial Services, or Insurance industries.Strong understanding of financial markets and investment products.Comfortable with new client acquisition and field sales activities.Excellent communication, interpersonal, and negotiation skills.Target-driven, self-motivated, and able to work independently as well as in a team.

Job Title: FCRA AccountantLocation: Gadha Village, Chhatarpur, Madhya PradeshExperience Required: 4-7 YearsSalary: Competitive; Based on Experience and Current SalaryDepartment: Finance & AccountsJob SummaryWe are looking for an experienced FCRA Accountant to manage and ensure compliance with Foreign Contribution Regulation Act (FCRA) requirements. The candidate will be responsible for maintaining FCRA accounts, preparing financial reports, ensuring regulatory compliance, and coordinating with auditors and government authorities.Key ResponsibilitiesMaintain books of accounts related to FCRA funds and transactions.Ensure compliance with FCRA regulations, amendments, and reporting requirements.Prepare and file annual FCRA returns and related statutory reports.Monitor utilization of foreign contributions as per approved objectives and guidelines.Reconcile bank accounts, ledgers, and fund utilization statements.Coordinate with internal and external auditors during audits.Maintain proper documentation and records for all foreign contribution receipts and expenditures.Assist management in budgeting, financial planning, and donor reporting.Ensure timely compliance with Income Tax, TDS, GST, and other statutory requirements where applicable.Liaise with banks, government departments, and regulatory authorities on FCRA matters.QualificationsB.Com, M.Com, CA Inter, MBA Finance, or equivalent qualification.Strong knowledge of FCRA regulations, accounting standards, and financial compliance.Experience4-7 years of experience in FCRA accounting, NGO accounting, audit, finance, or compliance functions.Experience working with NGOs, trusts, charitable organizations, or development sector organizations preferred.Required SkillsFCRA Compliance & ReportingFinancial Accounting & BookkeepingAudit CoordinationTally ERP / Tally PrimeMS Excel & Financial ReportingBudgeting & Fund ManagementTaxation & Statutory ComplianceAttention to DetailPreferred Candidate ProfileExperience handling donor-funded projects and foreign contribution accounts.Strong analytical and problem-solving skills.Good communication and documentation abilities.Ability to work independently and manage multiple compliance deadlines.To Apply: 9109997283 HR@bageshwarbalaji.org