Job Description
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Mutual fund jobs involve managing investment portfolios, driving sales (AUM growth), conducting research, or handling operations and compliance. Common roles include fund managers, relationship managers, and operations executives, focusing on asset allocation, client relations, regulatory adherence (SEBI/AMFI), and product marketing.
Naukri.comNaukri.com +4Key Job Roles & Responsibilities:Fund Manager / Portfolio Manager: Develops investment strategies, researches assets, and manages portfolios to optimize returns, requiring deep knowledge of equity and debt instruments.Relationship Manager / Sales Executive: Builds, maintains relationships with distributors/wealth managers, drives AUM growth, and handles investor queries.Operations Executive / Associate: Manages back-office tasks, including transaction processing (subscriptions/redemptions), KYC compliance, and SIP setups.Investment Analyst / Research Analyst: Researches and monitors market trends, sector performance, and evaluates security value to support fund managers.Compliance/Risk Officer: Ensures all fund activities meet regulatory guidelines and internal risk policies. Parag Parikh Financial Advisory Services LimitedParag Parikh Financial Advisory Services Limited +6Common Qualifications & Skills:Education: Bachelor's/Master's in Finance, Economics, or MBA.Certifications: NISM certifications (in India), CFA (for research/management).Skills: Strong analytical abilities, market knowledge, relationship management, and attention to detail. Naukri.comNaukri.com +4Job opportunities are available in AMC (Asset Management Companies), brokerage firms, and financial planning firms.
