Mutual Fund Manager-Surat-92k
Experience: 6+ years in a similar role
The Company has been providing comprehensive financial and wealth management services since 1963. It offers specialized solutions in General Insurance, Life Insurance, Mutual Funds, Postal Schemes, Bonds, and Fixed Deposits, designed to meet the diverse financial goals of clients. Headquartered in Surat and expanding across India, the Company is known for its expertise, trust, and customer-centric approach to wealth management.
We are seeking an experienced and high-performing Mutual Fund Manager with 6-7 years of expertise in mutual fund management and client advisory. The ideal candidate will lead the Mutual Fund operations, develop and manage client portfolios, ensure regulatory compliance, and drive business growth through strategic initiatives. This is a leadership role requiring deep market knowledge, analytical strength, and the ability to mentor and inspire a team toward achieving organizational excellence.
Client Engagement: Engage with clients to understand their financial goals, risk tolerance, and investment preferences, and recommend suitable mutual fund products.
Strong understanding of financial markets, mutual fund products, and investment strategies.
Proficient in using data analytics tools to assess fund performance and market trends.
Expertise in regulatory requirements, risk management, and compliance frameworks for mutual funds.
Excellent interpersonal and communication skills to engage effectively with clients.
Proven leadership ability to guide, motivate, and manage a team successfully.
Strong analytical and decision-making capabilities, especially under market uncertainties.
Ability to maintain trust and credibility with clients through consistent service and transparency.
Bachelor’s or Master’s degree in Finance, Economics, or a related field (MBA preferred).
Professional certifications such as CFA, CFP, or NISM are highly desirable.
Minimum 7-8 years of experience in mutual fund management, investment advisory, or related portfolio management roles
