Job Purpose: We are looking for a dynamic, result oriented, team spirit driven and strategically astute
Senior Manager for Mutual Fund domain who will collaborate with our sales and marketing team in all
stages of sales campaigns. He shall be contributing in developing, expanding and maintaining our sales
Responsibilities: Selected manger’s day-to-day responsibilities include( but are not limited to):
1 Maintain high professional standards and strive to provide quality services and

pricing to clients.

2 Assisting clients on Mutual fund, NCD, CPSE & Capital Gain Bonds and thus managing
key customer relationships through regular contacts and visits by ensuring that the
effective call program is maintained on all assigned and prospect customers.
3 Develop new and expand existing High Net worth Customer relationships in Mutual

Fund segments.

4 Monitoring market trends to determine potential changes in the composition of the
fund’s holdings to ensure that they remain consistent with its stated investment

5 Reviewing financial statements and other company documentation to determine the
viability of potential investments and also recommending changes to fund holdings
based on research and analysis.

6 Ensure compliance to Know Your Customer (KYC) and Anti Money laundering (AML)

requirements in all dealings with existing and potential customers.

7 Communicating with clients regarding the status of their accounts, including
providing account statements and other communications regarding the fund’s

8 Explain mobile app & online software (how to buy ,sell ,portfolio watch).
9 Provide customer support like creating login id password, account statement
portfolio, family group creation, merging of clients, grouping, non-financial
transactions etc

10 Handling of MF Planet software, solving all type of online queries related with


11 Purchase sovereign gold bond
Requisite Skills: 1. Should possess strong business abilities as an in-depth knowledge of market
trends, the market outcomes, investment trends and have the ability to predict
the future trends in the market,
2. Should be able to take initiatives, and should possess excellent communication
(Strong command over English Language).
3. Should have a know-how about stock market preferably having 3-4 years’ of
experience in mutual fund .

Education: Graduate / MBA with 5-8years’ experience in financial services preferably Mutual


Gender: Female/ Male Timings: 09:30 Am to 06:30 pm
Qualification: Post Graduation/

Emoluments : 8 lpa ( negotiable)