Mutual Funds Job Vacancies in Pune

Roles and Responsibilities:1. Handle client documentation, including account openings on NSE and KYC verification for both individuals and businesses. 2. Maintain transaction records while managing the onboarding process, including document review and transaction processing. 3. Accurately and promptly process all types of mutual fund transactions, including purchases, redemptions, transfers, and both online and physical form submissions. 4. Demonstrate strong communication skills to collaborate effectively with internal teams, external vendors, and stakeholders. 5. Maintain and update renewals for health and life insurance. 6. Track transactions, follow up on approvals or discrepancies, and coordinate with internal teams, financial institutions, and regulatory bodies. 7. Maintain accurate records, documentation, and audit trails related to client onboarding and financial transactions

Must have in casa , mutual fund, portfolio

As a mutual fund distributor you have to advice people to invest in mutual fund and based on that you get commision.

Role and responsibilities ;-The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.Key Deliverables1. to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products2. Meet the required AUM, investor acquisition and AUM targets for given area.3. Ensure the timely delivery of customized wealth advise to HNI customers4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives5. Joint calls with branch teamRole Requirementso Educational Qualifications: Post Graduationo Experience: 1+ Years in sales/wealth management of handling the HNI clients.o Preferred industry back ground: Wealth Management, Banking, Investment Counsellingo Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products

Review daily Demat, cash reconciliations between prime brokers/custodians, bank, Wealth Spectrum database for breaks that could have a potential P&L impact.Review/ prepare accounting services and reports determining net asset values, calculating fund performance, allocating expenses and preparing reports.Preparing/ reviewing/ organizing the distribution of performance reports for clients from Wealth SpectrumResolve reconciliation of accounts for more complex or atypical transactions and review work of team members.Regularly interact with clients in answering questions and resolving issues regarding fund reports and accounting processes.Ensure all task procedures are followed in order to result in accurate NAV calculations & reportsAccurately review, and complete various operations in a timely manner including but not limited, review of NAV report, Pricing tasks, management accounting reports, data updated correctly in the system, review of Fund Accounting related activities, review of Pricing related activities, etc.

MoneySpring Financial Services is a provider of financial solutions, specializing in mutual funds and insurance products. We empower individuals and businesses to secure their financial future through expert advice and tailored services.HIRING FOR SALES EXECUTIVE AT MONEYSPRINGJob ProfilePosition: Sales Executive Experience Required: Minimum 1 year in any product sales (financial / non-financial)Requirements:Must have a two-wheeler (compulsory)Local candidates preferred (West Pune)Proficiency in English, Marathi, and HindiAny graduate degree(It is a field job)Job Responsibilities:Promote and sell mutual funds and insurance productsMeet sales targets and contribute to the growth of the companyProvide excellent customer service and build strong client relationshipsStay updated with market trends and product knowledgeCollaborate with the marketing team to deliver results.Salary and Benefits:Salary: INR 20,000 per month (increment after 6 months of evaluation)Conveyance Allowance: INR 5,000 per monthMonthly Incentives based on performanceLong Term stay benefitsJoin us and be a part of a dynamic team that values growth, innovation, and client satisfaction.(Training will be provided)How to Apply:Interested candidates who meet the criteria can fill up this google form:https://lnkd.in/d2U9S7rr

Responsibilities: To promote all the product line of ICICI Prudential Mutual Fund To up sell ICICI Prudential Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling ICICI Prudential Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly callsQualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSIDesired Skill: Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently

(1) Drive acquisition and activation of new IFAs, NDs, and Banks to achieve higher sales volumes.(2) Meet distributors regularly and identify potential ones to be earmarked for higher business opportunities.(3) Drive sales independently of different products by regularly engaging with all the distributors for respective channels.(4) Circulates fund updates and product-related information to respective partners. (5) Marketing collaboration with distributors to increase EduFund's mindshare and increase visibility through various activities.(6) Conduct distributor engagement programs.(7) Ensure that publicity material and other literature are provided to distributors on time.(8) Coordinate with other stakeholders for the smooth functioning of the business.Specific criteria required for the applicant students:(1) In-depth knowledge of Mutual Funds (2) Mandatory NISM V-A certification.(3) Good excel skills(4) A Positive and go-getter attitude & strong team culture(5) Willing to travel extensively (6) Should speak and write English and Hindi, knowledge of other regional languages is an added advantage.(7) Minimum 2 years of relevant work experience in the financial industry.EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our product allows families to invest for education, take education loans, and receive competitive scholarships! We were founded in 2020 by Eela Dubey (NYU 13) and Arindam Sengupta (Princeton 12).EduFund team is filled with chai lovers, problem solvers, ridiculous jokes, and immeasurable passion towards our work. Our founding team has had the privilege of working at companies like Reliance, Goldman Sachs, CRISIL, GradRight, LeverageEdu, HDFC, and many others.We have raised over $5M in funding from notable investors such as MassMutual Ventures, Kunal Shah, and DSP Investment Managers.We are headquartered in Ahmedabad, with teams in Mumbai,

Proven experience as a Social Media Manager or similar role, preferably in the wedding or events industry.Demonstrated expertise in creating compelling content for social media platforms, with a keen eye for design and storytelling.Proficiency in social media management tools and analytics platforms (e.g., Hootsuite, Buffer, Sprout Social, Google Analytics).Strong communication skills, both written and verbal, with the ability to engage and interact with diverse audiences.Creative thinker with a strategic mindset and a passion for staying ahead of social media trends and innovations.Excellent organizational skills and the ability to manage multiple projects and priorities in a fast-paced environment.Collaborative team player with a positive attitude and a commitment to driving results.Knowledge of SEO principles and basic graphic design skills are a plus.A genuine passion for weddings, technology, and creating memorable experiencesforcouples.

*Job Description* - Key Account Manager *Office Location* : Pune Station *Residence* : Pune with own two wheeler *Age* : late 30s / early 40s *Experience* : Financial services industry background or understanding is a must. *Experience preferred in Companies* : Prudent, NJ, Motilal Oswal, Any AMC (mutual fund co) , Life Insurance Company, small wealth management companies ( broking houses). *Remuneration* : Monthly Salary of 30K to 50K + travelling allowance + quarterly incentives based on performance. Travelling will be paid as per company policy. Target based role. *Role and Responsibility* *Channel Partner Engagement* : - Increase individual channel partner contribution to company- s business through multiple visits weekly and consultative engagement with managers / cluster heads / RMs and other key position holders in the respective channel partner.- Act as a one-point contact for the mapped channel partners

Job Details :- Channel: Distribution Expansion We are planning to acquire completely new clients who have not previously invested in ICICI Prudential AMC. To acquire these clients the RMs should be able to source them directly from the open market without any database or lead support. Mandatory hygiene check: - Strong communication skills - Smart personality and selling attitude with good knowledge of Mutual Funds. - Avoid Virtual Relationship Managers who dont meet the clients personally. - Open for Field sales, cold calling and new client acquisitions - Need to source clients directly from the open market, no database would be provided - Should be willing to come for physical interview. - NISM certified preferred, if not candidate has to clear NISM prior to joining

Job Overview:We're seeking an experienced Equity Advisor with a strong understanding of broking, operations, risk profiling, and technical/fundamental knowledge of the stock market, bonds and mutual funds. The candidate will generate revenue through cross-selling various products and services, coordinating with different departments for smooth processing oftransactions, and visit franchisees monthly. Responsibilities:Perform risk profiling and make investment recommendationsPossess in-depth knowledge of stocks, bonds, and mutual fundsCross-sell and up-sell various financial products and servicesCoordinate with different departments for smooth processing of transactionsGenerate revenue through brokerage and cross-sellingMaintain accurate records and provide timely reports to managementQualifications:NISM - 8 certification is compulsoryBachelor's degree in finance, economics, or related fieldMinimum 1 - 2 years of experience in equity advisoryExcellent communication and interpersonal skillsStrong analytical and problem-solving skillsIf you're a self-motivated team player with a passion for equity advisory, we encourage you to apply. We offer a competitive salary package and the opportunity to work with a dynamic team.

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES Develop various sources of agent hiring & build a team of agent & agent pipe line Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Development of agent prospecting habits, calling habits and work habits Work with agent on planning and reviewing of activities and goals Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Improve agent productivity & retention Maintain the quality vectors of business including persistency and surrender

Job descriptionAchieving business goals and revenue target. Overseeing operations, managing budget, and setting performance objective. Training, and supporting managers as well as conducting regular performance appraisals. Developing and implementing businessRequired Candidate profile-Proven work experience as a Sales Manager, Area Manager-Ability to measure and analyze key performance indicator-Ability to lead, motivate sales team, communication skill, problem-solving attitude

To lead the whole branch banking sales & operations.1. Enhancement of Deposit pool from customers.2. Establishing standards and delivery of service.3. Sale of non-deposit products. Cross selling targets progressively.4. Sale of MF and insurance products.5. Fee income.6. Branch administration.7. Regulatory compliance.8. Manage productivity, morale of branch personnel.

Job Description of Relationship Manager Responsibilities: To promote all the product line of AMC To up sell AMC products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling AMC Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly callsQualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSICertification (Mandatory): Must be NISM CertifiedDesignation: Relationship Manager Desired Skill: Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independentlyWork Status: Full TimeReporting to:Channel Manager

JD 1. Managing the existing agents and Recruitment of the New agents 2. Planing and devising the local scheme and engagement program for Agents 3. Ensuring the agent productivity and activation4. Training and agent life cycle management 5. Brand development by conducting road shows 6. Ensure Nil discrepancy and high customer service satisfaction 7. Ensuring meeting of the targets month on Month basis assigned to SM* Key relationship/ customers* External Customers - IMDs (Life Insurance, Health company, Mutual funds) Housing socities and retail customers * Internal Customers - Sales Team, Operations Team, Finance Team, HC Team, Underwriting Team, Claims Team

Responsible for profitability of channel of his region across all the products offered by Assetmine. Achieve the FY targets Through Channel + Direct Sales. Ensure Online Sales / Migrate clients to Online platforms Responsible for sales of third party products to direct clients and through channel sales as per business plan. Monitor competition, identify industry benchmarks and integrate into Distribution business on an ongoing basis. Certification & Training of Sub-Brokers. Ensuring delivery as per agreed service levels Driving business results as per the Business plan Market intelligence Event Management Seminars / Webinar / Workshops

We are looking for an Insurance Agent to join our team. The Insurance Agent is responsible for providing advice, and selling life insurance policies. To be a successful Insurance Agent, you will provide good customer service by maintaining the existing client base and implementing measures to expand the customer base through active marketing, social media, and other programs. Ultimately, a top-notch Insurance Agent will conduct a needs analysis for every client to ensure that client gets the correct life insurance policies.Insurance Agent Responsibilities: Provide advice to clients and recommend insurance products. Provide good customer service to maintain and retain clients. Expand customer base. Interview prospective clients to gather data about them. Sell term insurance policies and insurance-cum-investment policies. Analyze the clients current portfolios and make recommendations. Assist clients during the claims process. Maintain electronic and paper records.

Sourcing of New to Bank business banking accounts & Managing the Business Bankingportfolio assigned Assisting the clients business with different business banking products like OD/CC/BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolioclients Maintaining the service standards set by the bank in collaboration with the service supportteam Maintain Co-ordial relationships with internal stakeholder and external agencies togenerate leads for New to bank Clients.

Roles and Responsibilities:1. Handle client documentation, including account openings on NSE and KYC verification for both individuals and businesses. 2. Maintain transaction records while managing the onboarding process, including document review and transaction processing. 3. Accurately and promptly process all types of mutual fund transactions, including purchases, redemptions, transfers, and both online and physical form submissions. 4. Demonstrate strong communication skills to collaborate effectively with internal teams, external vendors, and stakeholders. 5. Maintain and update renewals for health and life insurance. 6. Track transactions, follow up on approvals or discrepancies, and coordinate with internal teams, financial institutions, and regulatory bodies. 7. Maintain accurate records, documentation, and audit trails related to client onboarding and financial transactions

Business Development(1) Acquiring new clients for Indian Mutual Fund and US ETF accounts(2) Meet Non-Active Customers and activate them(3) Sell online accounts to customers and encourage them to invest online(4) Cross selling products like Mutual funds, ETFs, Loans, etc. (5) Working with Sales Lead to formulate And Implement Business Development Plans in Order to Grow Client Base and AUMSystem & Process(1) Following internal sales process by updating all the activities in online system.(2) Comply with all rules and regulations of the company as well as following industry norms.