mutual fund manager

Informica Technoservices

Role &amp; Responsibilities - <ol> <li> Develop and Execute Trading Strategies: Design and implement diversified Forex and crypto trading strategies using both manual and algorithmic methods. </li> <li> Conduct Market Analysis: Continuously study market trends, economic indicators, and emerging assets to identify profitable trading opportunities. </li> <li> Manage Risk: Apply disciplined risk management techniques, including position sizing, stop-loss settings, and exposure control to protect fund capital. </li> <li> Optimize Trade Execution: Execute buy/sell orders on platforms like MetaTrader 5 and major crypto exchanges, using bots or scripts to enhance efficiency. </li> <li> Track and Report Performance: Maintain detailed trading logs, P&amp;L records, and periodic performance reports in line with internal policies. </li> </ol> Preferred Candidate Profile - <ol> <li> Experience: 35+ years of active Forex and/or crypto trading with a proven track record in managing portfolios and executing trades. </li> <li> Technical Expertise: Skilled in platforms such as MT5, TradingView, and crypto exchanges; knowledge of MQL5/Python for algorithmic trading is a plus. </li> <li> Market Knowledge: Strong grasp of FX pairs, crypto assets, and both technical and fundamental analysis; familiarity with on-chain analytics is advantageous. </li> <li> Risk &amp; Quantitative Skills: Proficient in risk assessment, quantitative modeling, and data-driven decision-making under volatile market conditions. </li> <li> Soft Skills: Analytical mindset, attention to detail, discipline, and effective communication for teamwork and reporting.</li> </ol>

Fund Manager (Forex & Crypto)

PUREVEDIC LIFE

About UsBull Bear Cubs is one of India&rsquo;s fastest-growing stock market education platforms with a thriving community of 1,00,000+ learners guided by experienced mentors. We specialize in delivering practical, simplified, and goal-oriented financial education that empowers individuals to achieve financial independence through smart investing and trading.We are looking for female candidates who are passionate about finance, client counselling, and sales &mdash; professionals who can help students and investors take their first confident step in the world of stock markets, while also introducing Mutual Fund and Insurance solutions for complete financial literacy.Role OverviewAs a Stock Market Admission Counsellor (Mutual Fund &amp; Insurance), your primary responsibility will be to guide and convert students for Bull Bear Cubs&rsquo; stock market courses. In addition, you will cross-sell Mutual Fund and Insurance products to clients who are ready to grow their wealth or protect their future, ensuring a 360&deg; financial solution approach.Key Responsibilities1. Stock Market Course Counselling (Primary Focus)<ul><li>Counsel and guide students, professionals, and investors on the right stock market programs &mdash; from beginner to advanced levels.</li><li>Understand each prospect&rsquo;s learning goals, financial awareness, and career aspirations.</li><li>Present program features, outcomes, and success stories clearly and persuasively.</li><li>Manage inbound queries via calls, WhatsApp, email, and webinars, ensuring timely responses and professional follow-ups.</li><li>Convert leads into confirmed admissions, meeting and exceeding monthly enrolment targets.</li><li>Maintain records in the CRM system and report conversion performance regularly.</li></ul>2. Mutual Fund &amp; Insurance Advisory (Secondary Focus)<ul><li>Identify clients interested in building long-term wealth or securing financial protection.</li><li>Introduce suitable Mutual Fund plans (SIP, ELSS, Hybrid, etc.) and Insurance products (Term, Health, Motor, etc.) aligned with their goals and risk profiles.</li><li>Complete KYC, documentation, and onboarding for MF and insurance policies as per SEBI, AMFI, and IRDAI guidelines.</li><li>Ensure clear communication about returns, risk, tenure, and benefits to build lasting client trust.</li><li>Track renewals, SIP continuations, and policy persistency for higher retention and cross-selling opportunities.</li></ul>3. Lead Management &amp; Conversion<ul><li>Manage leads efficiently using CRM tools, maintaining a structured follow-up cycle.</li><li>Convert inquiries into sales through active engagement, education, and value-based counselling.</li><li>Achieve monthly targets for course enrolments, SIP registrations, and insurance sales.</li><li>Provide feedback to the marketing and operations team to improve funnel quality and conversion rates.</li></ul>4. Webinars, Workshops &amp; Community Engagement<ul><li>Represent Bull Bear Cubs in online/offline events, orientations, and live Q&amp;A sessions.</li><li>Build rapport with learners and help strengthen Bull Bear Cubs&rsquo; 1,00,000+ trader community.</li><li>Share success stories and student achievements to inspire new learners.</li></ul>Preferred Candidate Profile<ul><li>Female candidates preferred.</li><li>1&ndash;3 years of experience in:</li><li>Education counselling or financial course sales, OR</li><li>Mutual Fund / Insurance advisory, OR</li><li>Financial product or trading-related roles.</li><li>Strong understanding of stock market basics, investments, and financial products.</li><li>AMFI/NISM/IRDAI certification preferred (or willingness to obtain).</li><li>Bachelor&rsquo;s degree in Commerce, Finance, or Business Administration.</li><li>Excellent communication in Hindi and English (regional language is a plus).</li><li>Confident, empathetic, persuasive, and result-oriented.</li><li>Skilled in MS Office, CRM systems, and digital communication tools.</li></ul>What We Offer<ul><li>Competitive Salary: &#8377;15,000 &ndash; &#8377;30,000 per month.</li><li>Attractive Incentives: High commissions on course admissions, SIP registrations, and insurance policies.</li><li>Free Access to Bull Bear Cubs&rsquo; stock market training programs.</li><li>Mentorship and learning from experienced stock market professionals.</li><li>Career Growth Path: Senior Counsellor &rarr; Team Lead &rarr; Regional Manager.</li><li>Supportive, dynamic, and growth-focused environment.</li><li>Opportunity to work with a vibrant community of over 1,00,000+ traders and investors.</li></ul>Key Performance Indicators (KPIs)<ul><li>Stock Market Course Enrolments</li><li>Mutual Fund SIP Registrations / AUM Growth</li><li>Insurance Policy Sales &amp; Renewals</li><li>Lead Response Time &amp; Follow-up Efficiency</li><li>Conversion Rate and Client Satisfaction Score (CSAT/NPS)</li></ul>How to ApplySend your resume with a short note on your experience in course counselling, mutual fund sales, or insurance advisory, along with your certifications (AMFI/NISM/IRDAI) if available.Job Types: Full-time, PermanentPay: &#8377;15,000.00 - &#8377;25,000.00 per monthBenefits:<ul><li>Cell phone reimbursement</li><li>Paid time off</li><li>Work from home</li></ul>Education:<ul><li>Master's (Required)</li></ul>Experience:<ul><li>Stock Market Counsellor: 3 years (Required)</li></ul>Language:<ul><li>English (Preferred)</li></ul>Work Location: Remote

Stock Market Admission Counsellor (Mutual Fund & Insurance Sales)

BetaNXT

<div>Level/Function: Lead Associate, Client Support Services
Title: Lead Associate, Client Support Services
About BetaNXT
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.
BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
Position Overview:
As an Associate on the Mutual Fund Support Team, you will be a key player in delivering exceptional client service in a high-risk, high-visibility area of our business. You&rsquo;ll handle mutual fund-related inquiries, resolve issues with precision and professionalism, and ensure seamless system functionality throughout the day. Your work will directly impact client satisfaction, operational integrity, and financial outcomes.
This is a client-facing role in a critical area of our business. Mutual Fund Support is essential to maintaining client trust, preventing financial loss, and ensuring operational excellence. Your ability to make quick, informed decisions and communicate effectively can protect our clients&rsquo; reputations and bottom lines.
Duties and Responsibilities:<ul><li>
Serve as a primary point of contact for mutual fund-related inquiries via phone and email</li><li>
Deliver world-class customer service to internal and external clients</li><li>
Apply critical thinking and problem-solving skills to resolve complex issues</li><li>
Follow Incident Management Protocols during system interruptions or service disruptions</li><li>
Collaborate with internal teams, clients, and vendors to ensure timely resolution of issues</li><li>
Support mutual fund operations including order processing, execution, dividends, and reorganizations</li><li>
Maintain accurate records of client interactions in the call tracking system</li><li>
Escalate issues appropriately while advocating for client needs</li><li>
Ensure system availability and functionality throughout the workday</li><li>
Handle omnibus accounting product support with attention to detail and care</li></ul>
Skills and Experience:<ul><li>
2+ years of customer service experience, preferably in the mutual fund or financial services industry</li><li>
Strong communication skills and a client-first mindset</li><li>
Ability to work independently and collaboratively in a fast-paced environment</li><li>
Excellent judgment and decision-making skills under pressure</li><li>
Bachelor&rsquo;s degree preferred</li><li>
Proficiency in navigating client conflict and delivering positive resolutions</li><li>
High attention to detail and organizational skills</li><li>
Proficiency in Excel, file comparison tools, and SQL knowledge</li></ul></div>

Lead Associate, Client Support Services

Vanmoh Chit Funds Private Limited, Singanallur

Senior Accounts ManagerJob description:As a Senior Accounts Manager in our organization , you will oversee financial transactions and accounting operations for our chit fund business. You will ensure accuracy, compliance, and efficiency, and provide insights to management for informed decisions.Responsibilities:<ul><li>Financial Accounting and Reporting: Maintain accurate records, prepare financial statements, generate reports, and ensure compliance with accounting standards and chit fund regulations.</li><li>Financial product Operations: Manage accounting aspects of financial products such as (Insurance, Loans, Mutual Funds) including contributions, auction proceeds, disbursements, and calculations. Ensure accurate processing of transactions and reconcile accounts</li><li>Budgeting and Forecasting: Assist in budget preparation, monitor performance, provide variance analysis, and identify areas for cost optimization.</li><li>Audit and Compliance: Coordinate audits, ensure compliance with company policies and regulations, and implement internal controls.</li><li>Taxation: Ensure compliance with tax laws, prepare tax returns, and stay updated on relevant changes.</li></ul>Qualifications:<ul><li>Bachelor's degree in accounting, finance, or a related field.</li><li>Minimum 8+ years of accounting experience, preferably in the financial services industry is must.</li><li>Manage accounting aspects of financial products such as (Insurance, Loans, Mutual Funds) is must</li><li>Strong understanding of Indian GAAP and financial reporting.</li><li>Proficiency in accounting software and MS Office Suite, especially MS Excel.</li><li>Excellent communication, interpersonal, and presentation skills.</li><li>Strong analytical and problem-solving skills.</li><li>Ability to work independently and in a team.</li><li>Strong organizational and time-management skills.</li></ul>Preferred Skills:<ul><li>Knowledge of financial regulations and accounting practices.</li></ul>Personal Attributes:<ul><li>Ethical and professional.</li><li>Detail-oriented and accurate.</li><li>Results-oriented and highly organized.</li><li>Proactive, self-motivated, adaptable, and flexible.</li><li>Strong leadership skills.</li></ul>Job Types: Full-time, PermanentPay: &#8377;35,000.00 - &#8377;50,000.00 per monthExperience:<ul><li>Accounting: 8 years (Required)</li></ul>Language:<ul><li>Hindi (Required)</li></ul>Location:<ul><li>Gandhipuram, Coimbatore, Tamil Nadu (Required)</li></ul>Work Location: In person

Senior Accounts Manager

Brainwire Analytics

We are looking for a proactive and customer-oriented Business Development Associate to join our team. This is a remote / tele-based role where you will engage with prospects via WhatsApp and phone calls&mdash;no fieldwork involved. Your key responsibilities will include understanding client needs, explaining mutual fund products and platform offerings, and converting qualified leads into active customers. You&rsquo;ll also ensure proper documentation in the CRM and consistently meet sales objectives.Key Responsibilities:<ul><li>Engage with potential clients through WhatsApp and phone calls (no face-to-face meetings).</li><li>Present and explain mutual fund products and platform features in a simple and convincing manner.</li><li>Qualify leads and move them through the sales pipeline efficiently.</li><li>Maintain accurate records of interactions and progress in the CRM.</li><li>Consistently meet or exceed individual sales and conversion targets.</li></ul>Requirements:<ul><li>Excellent communication skills in English and Hindi.</li><li>Full-time availability.</li><li>Strong interest in financial products, especially mutual funds.</li><li>A target-driven mindset with good follow-up discipline.</li></ul>Job Type: Full-timePay: &#8377;35,000.00 - &#8377;50,000.00 per monthApplication Question(s):<ul><li>current salary?</li></ul>Work Location: In person

Business Development Associate

Renaissance Investment

A SEBI-registered Asset management company (AMC) managing a diverse portfolio of mutual fund schemes with a strong commitment to integrity, transparency, and regulatory excellence. As we scale our operations, we seek a detail-oriented and proactive Company Secretary &amp; Compliance Officer to strengthen our governance framework and ensure adherence to all applicable laws and regulations.Role OverviewThe Company Secretary &amp; Compliance Officer will serve as the key advisor on corporate governance, statutory compliance, and regulatory matters. This dual-role position combines the responsibilities of a Company Secretary under the Companies Act, 2013, and a Compliance Officer under SEBI (Mutual Funds) Regulations, 1996. The ideal candidate will ensure seamless coordination between the Board, regulators, and internal stakeholders while maintaining the highest standards of compliance and ethical conduct.Key ResponsibilitiesCorporate Governance &amp; Secretarial Functions:<ul><li>Act as the nodal officer for all matters .</li><li>Organize and manage end-to-end processes for Board and Committee meetings (Audit, Risk, Nomination &amp; Remuneration, etc.), including agenda preparation, minutes drafting, and follow-up on action items.</li><li>Maintain statutory registers, records, and corporate documentation in compliance with legal requirements.</li><li>Advise the Board and senior management on governance best practices, director responsibilities, and related-party transaction approvals.</li><li>Conduct secretarial audits and coordinate with external auditors/regulators as needed.</li></ul>Regulatory Compliance &amp; Risk Oversight:<ul><li>Serve as the designated Compliance Officer for the AMC under SEBI Mutual Fund Regulations.</li><li>Monitor, interpret, and implement changes in regulations issued by SEBI, RBI, MCA, FEMA, and other relevant authorities.</li><li>Develop, update, and enforce internal compliance policies, manuals, and training programs.</li><li>File periodic returns and disclosures with SEBI, AMFI, and other regulators.</li><li>Coordinate with internal audit, legal, and risk teams to address compliance gaps and mitigate regulatory risks.</li><li>Act as the primary liaison with SEBI, stock exchanges, depositories, and other regulatory bodies.</li></ul>Stakeholder Coordination:<ul><li>Interface with Registrar &amp; Transfer Agents (RTAs), custodians, trustees, and third-party service providers on compliance and governance matters.</li><li>Support investor grievance redressal mechanisms in coordination with the Investor Services team.</li></ul>Qualifications &amp; Experience<ul><li>Mandatory: Associate or Fellow Member of the Institute of Company Secretaries of India (ICSI).</li><li>Experience: Minimum 5 years of post-qualification experience in a regulated financial entity&mdash;preferably an asset management company, mutual fund, broking house, NBFC, bank, or similar institution.</li><li>Regulatory Knowledge: In-depth understanding of SEBI (Mutual Funds) Regulations, Companies Act, 2013, LODR, FEMA, Prevention of Money Laundering Act (PMLA), and RBI guidelines (as applicable).</li><li>Skills: Strong drafting, analytical, and communication abilities; high integrity; ability to work independently in a fast-paced environment.</li><li>Location: Must be based in Mumbai or willing to relocate immediately.</li></ul>Preferred Attributes<ul><li>Prior experience as a Compliance Officer in a SEBI-registered intermediary.</li><li>Familiarity with AMFI guidelines and mutual fund operations.</li><li>Knowledge of compliance management systems or GRC tools.</li></ul>What We Offer<ul><li>Competitive compensation package aligned with industry standards.</li><li>Opportunity to work at the intersection of governance and financial markets in a dynamic AMC.</li><li>Professional growth in a values-driven organization committed to excellence.</li></ul>Job Type: Full-timePay: &#8377;1,800,000.00 - &#8377;2,500,000.00 per yearBenefits:<ul><li>Health insurance</li></ul>Application Question(s):<ul><li>What is your Notice period ?</li></ul>Work Location: In person

Company Secretary & Compliance Officer (Asset Management Company)

Northwestern Mutual

This is a year-long internship. Internship candidates can expect a full-time onsite internship program during the summer and part-time during the school year.Carefully selected from universities across the country, our interns bring distinctive ideas and perspectives to our organization. Our employees are passionate about building our emerging talent and future leaders. In addition to their day-to-day tasks, interns participate in professional development workshops, senior leadership Q&A's, volunteer initiatives, networking/social events, and more! Accounting Internship An Accounting Intern in the Controllers department will be assigned to one division of the department but have the opportunity to shadow other divisions. Basic responsibilities for most Interns include entry of general ledger journal entries into the accounting system, reconciliation of accounts, and completion of various projects that may be assigned. The function of each division within the Controllers department is as follows:<ul><li>Tax: Completes federal, state and local corporate tax returns. Performs reporting and payment of local, state and federal taxes. Prepares estimates of income taxes and year-end tax accruals. Assures compliance with federal, state, local and foreign tax laws and regulations. </li><li>Investment Accounting: Assures that all financial activity related to the investment portfolios is accounted for in the general ledger. Monitors the financial results of the investments and prepares financial and compliance reports, analysis and disclosures to meet all reporting requirements.</li><li>Mutual Fund Accounting: Performs fund administration for the Northwestern Mutual Series Fund, the NMIMC Co-Investment Funds, and Separate Accounts. Oversees the Mutual Fund daily accounting, prepares and reports the financial and tax accounting results, and ensure fund compliance with SEC laws, IRS regulations, and internal investment restrictions.</li><li>Enterprise Accounting: Reconciles cash balances for Northwestern Mutual, subsidiaries and affiliates. Performs manual accounting for Enterprise focused activities and Unclaimed Property reporting.</li><li>Risk Product Accounting: Assists with ensuring that financial activity for insurance and annuity products and related field compensation are appropriately accounted for in the general ledger. Prepares and/or approves journal entries, account and system balancing reconciliations and investigates and resolves any findings by working with systems, client services and field services contacts. Prepares complex quarterly regulatory state reporting schedules and analysis. Collaborates on process improvement projects and external audit requests.</li><li>Financial Planning, Reporting, & Analysis - IPS: Assures that financial activity related to Northwestern Mutual's investment products & services subsidiaries are appropriately accounted for. Measures, analyzes and reports on the financial results, business trends, and key performance indicators for investment products & services subsidiaries. Assists with external audit coordination and testing. Internal financial reporting to key stakeholders.</li></ul>Bring Your Best! What this role needs. Minimum qualifications <ul><li>Pursuing a Bachelor's degree in Accounting, Finance or related field from an accredited college or university </li><li>Cumulative grade point average of 3.0 or higher </li><li>Previous work or classroom experience in one or more of the following: Accounting, Finance </li><li>Employer immigration sponsorship is not available for this role </li></ul>Preferred skills and proficiencies <ul><li>Previous Accounting, Finance internship and/or relevant project experience </li><li>Effective oral and written communication skills </li><li>Demonstrated analytical and problem-solving ability </li><li>High degree of self-motivation, passion, and a drive to learn </li><li>Ability to balance multiple priorities </li></ul>Next steps We encourage you to apply! Once your application is reviewed, if selected to move forward, our UR team members will reach out for a call, where we will learn more about you and share internship opportunities aligning to your interests and skillsets and share any next steps of our recruiting process. Who we are Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs. At Northwestern Mutual, people matter. And you'll be working for a company that's consistently voted among the "most admired" in the nation. We invite you to explore your career interests with us. Compensation Range:Pay Range - Start: $16.50Pay Range - End:$30.00We believe in fairness and transparency. It's why we share the salary range for most of our roles. Internship salaries are determined based on academic tenure and major. The standard pay structure is listed. Build a strong career foundation with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.<ul><li>Flexible work schedules</li><li>Concierge service</li><li>Comprehensive benefits</li><li>Employee resource groups</li></ul>PandoLogic. Category:Administrative,<img src="https://www.jobg8.com/Tracking.aspx?wVOXOKyF8SP405hSQM6RwXqJrQD3S4Hyt" width="0" height="0" />

Accounting Internship, Year-Round

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