This role will be responsible for managing and prospecting high-net-worth individual (HNI) clients, leveraging existing client relationships, and developing new business opportunities in the South Mumbai region. The role involves building and maintaining a robust client portfolio while ensuring high levels of service and delivering tailored investment solutions. The position will also oversee the growth and development of branches in the region as well as PAN India .positioning the candidate as a key second-in-command within the organization.
- Manage and deepen relationships with existing HNI clients by offering comprehensive financial solutions.
- Identify client needs and provide customized advice on mutual fund products, equity markets, and debt instruments.
- Act as a trusted advisor, ensuring a high level of client satisfaction and retention.
- Prospect and onboard new HNI clients through lead generation, networking, and referrals.
- Develop and implement strategies to grow the client base in South Mumbai.
- Drive sales of mutual fund products by effectively communicating their benefits and aligning them with client goals.
- Manage sales and operations for the Mumbai region, ensuring alignment with organizational objectives.
- Stay updated on the latest mutual fund products, equity, and debt market trends.
- Educate clients on market opportunities and assist them in making informed investment decisions.
- Serve as a second-in-command, supporting decision-making and contributing to organizational growth initiatives.
- Minimum of 10 years in the financial services industry, with a strong focus on direct sales, mutual funds, and relationship management.
- Graduate/ MBA & should be NISM Certified.
- In-depth knowledge of mutual fund products, equity markets, and debt instruments.
- Strong client acquisition and relationship management capabilities.
- Exceptional communication, negotiation, and leadership skills.
PPFAS Mutual Fund :: About Us :: We are Hiring We are Hiring
We are Hiring About Our Company -
As an Assistant Manager - Investor Relations, you will work closely with the different departments to develop and execute comprehensive IR strategies. You will be responsible for supporting day-to-day communications with investors and analysts, preparing key disclosures, and facilitating transparent and timely financial communications.
Key Responsibilities:
- Assist in the planning and execution of investor relations programs for listed and pre-IPO clients.
- Draft earnings releases, investor presentations, shareholder letters, Q&A documents, and press releases.
- Coordinate and support quarterly earnings calls, AGMs, investor meetings, and roadshows.
- Monitor financial markets, industry trends, and competitor performance to provide insights to clients.
- Track analyst coverage, shareholder data, and media mentions.
- Develop and maintain investor databases and calendars.
- Liaise with financial journalists, analysts, and institutional investors as required.
- Ensure all communication materials comply with SEBI and stock exchange disclosure norms.
Qualification & Experience-
Bachelors degree in finance, Business, Economics, Communications, or related field. MBA/CFA is a plus. - 1-2 years of relevant experience in investor relations, financial PR, equity research, or corporate communications.
- Excellent verbal and written communication skills.
- Strong analytical and financial modeling skills. Familiarity with capital markets, regulatory environment (SEBI, BSE/NSE), and investor expectations.
- Proficiency in MS PowerPoint, Excel, and financial databases (Bloomberg, Reuters, etc.)
- Strong organizational skills and the ability to manage multiple projects under tight deadlines.
Job Location-Mumbai
Job Title: DevOps/Server Engineer
Location: Andheri-Mumbai
Experience: 3-5 Years
Job Summary:
We are looking for a DevOps/Server Engineer to join our team as an Executive. The ideal candidate should have 3-5 years of hands-on experience in DevOps or Systems Engineering role, be proficient with a strong focus on AWS and Self Hosted Infrastructure.
Key Responsibilities:
AWS Infrastructure Management:
- Design, deploy, and manage AWS infrastructure, ensuring high availability, scalability, and security.
- Monitor AWS resources and services, optimizing performance and cost-efficiency.
- Implement and manage auto-scaling strategies to handle fluctuating workloads.
Self-Hosting Infrastructure:
- Design and manage on-premise/self-hosted infrastructure.
- Configure and maintain servers, networking, and storage solutions for self-hosted applications.
- Ensure redundancy, security, and performance optimization for self-hosted environments.
- Collaborate with security teams to manage firewalls, VPNs, and backup/recovery solutions.
Monitoring and Incident Management:
- Set up and maintain monitoring tools (e.g., CloudWatch) to proactively detect and resolve infrastructure issues.
- Develop and manage incident response protocols to minimize downtime and service interruptions.
Security and Compliance:
- Implement security best practices across the AWS environment, including identity and access management (IAM), data encryption, and network security.
- Conduct regular security audits and vulnerability assessments to ensure compliance with industry standards and regulations.
CI/CD Pipeline Development:
- Design, implement, and maintain CI/CD pipelines that automate testing, deployment, and scaling of applications.
- Collaborate with development teams to ensure seamless integration of code changes and efficient deployment processes.
- Automate infrastructure provisioning and configuration management using tools like Terraform, Ansible, or CloudFormation.
Collaboration and Support:
- Work closely with software development, QA, and product teams to support the continuous delivery of high-quality software.
- Provide guidance and support for troubleshooting and resolving technical issues related to the infrastructure and CI/CD processes.
Required Skills & Qualifications:
- 3+ years of experience in a DevOps or Systems Engineering role, with a strong focus on AWS and Self Hosted Infrastructure.
- Proven experience in setting up and managing CI/CD pipelines using tools like Jenkins, GitLab CI, or CircleCI.
- Hands-on experience with infrastructure-as-code tools such as Terraform, Ansible, or AWS CloudFormation.
- In-depth knowledge of AWS services.
- Strong scripting skills in languages such as Python, Bash, or PowerShell.
- Proficiency with monitoring and logging tools like CloudWatch.
- Understanding of containerization technologies
- Strong knowledge of security best practices and compliance standards Bachelor s degree in Computer Science, Information Technology, or a related field, or equivalent work experience.
Job Summary
The economist will play a key supporting role in providing macroeconomic insights that inform our investment decision-making. This includes analysis of domestic and global economic trends, fiscal and monetary policy, and economic risks impacting equity and debt markets. This is a great opportunity for a recent graduate or early-career professional with a deep interest in financial markets and economic research to work directly with a high-performing investment team
- Analyze and interpret macroeconomic data, including GDP, inflation, interest rates, currency trends, trade data, and fiscal/monetary policy
- Track global economic developments with potential impact on Indian and international equity markets
- Prepare periodic economic outlook notes, internal memos, and presentations for the investment team
- Contribute to thought-leadership content, whitepapers, and investor communication
- Maintain databases of economic indicators and assist in updating economic models
- Collaborate with analysts and fund managers to align economic insights with bottom-up investment ideas
- Monitor and summarize key updates from RBI, MOSPI, SEBI, IMF, and other institutions
- Master s degree in economics, finance, or statistics preferred (bachelor s degree with a strong internship background will also be considered).
- 0 2 years of experience in economic research, preferably within asset management, broking, or financial services
- Strong grasp of macroeconomics, global financial markets, and Indian economic structure
- Strong analytical and presentation skills
- High attention to detail, self-driven, and aligned with PPFAS s long-term investment values
- Excellent written and verbal communication skills
- Experience or exposure to mutual funds, PMS, or macro research at a financial institution
- Interest in behavioral economics or financial history is an added advantage
Executive- FA - Operations Location: Andheri-Mumbai Experience: 1-3 Years - Statutory reporting, Portfolio reporting, Debt Transaction report and uploading SEBI debt transactions data on AMFI and website on weekly basis.
- Managing timely redemption payout to all investors, funding respective bank scheme accounts, movement of funds from various collection accounts to operating account and transferring the funds to scheme wise custody account on timely basis.
- Monitoring of fund inflow in various banks for Liquid / Debt / Equity transactions and reporting the same to Fund Manager.
- Preparing bank instructions and upload-electronically / through secured mode as per the format of bank and ensuring timely authorization of collection transactions are processed by the bank before the RTGS/NEFT cut off time.
- Posting bank entries in system (Funds inflow, outflow, switch, redemption, ETC)
- Daily NAV checking with fund accounting team, closing price and corporate action checking and processing
Required Skills & Qualifications:
Commerce graduate/ B.com. Strong analytical and research skills. Effective interpersonal and communication skills. Ability to work well within a team and individually. Ability to work long hours when needed. We are looking for a to join our team as a . The ideal candidate should have years of hands-on experience in Python development, be proficient in frameworks like relevant certifications. The role involves designing, developing, and scalable applications while ensuring best coding and security practices. Develop, test, and Design and implement for seamless integration. build robust backend systems. hands-on of for making desktop based database queries and work with MySQL, or MongoDB Collaborate with frontend teams to ensure seamless UI/UX integration. Ensure adherence to SDLC best practices, and DevOps processes security best practices to protect applications from vulnerabilities. Required Skills & Qualifications:
of experience in Python development. Strong expertise in Django or Flask Strong expertise TKINTER Hands-on experience with API development, microservices SQL and NoSQL databases like PostgreSQL, MySQL, MongoDB, or Redis. Git, CI/CD pipelines, and containerization tools (Docker, Kubernetes) Pandas, NumPy, TensorFlow, Pytorch Strong problem-solving skills with the ability to handle complex technical challenges. IT - Software Development Andheri-Mumbai (On Site) We are looking for a hands-on technical leader to head our expertise and proven experience in leading development teams and driving project delivery . This role requires someone who can actively contribute to coding and architecture , while also managing team performance, task prioritization, project coordination , and ensuring alignment with business goals and regulatory requirements. The ideal candidate will combine deep technical knowledge team leadership skills a process-oriented approach , along with a strong focus on innovation, automation, and delivery acceleration Drive end-to-end development using with focus on quality, scalability & performance. Collaborate with frontend, mobile & DevOps teams for smooth delivery. Guide the team on best practices, coding standards & architecture decisions project planning, task allocation & delivery tracking Ensure seamless collaboration with business, QA, infrastructure & external partners to improve delivery speed using automation & reusable components. compliance with SEBI regulations, IT audits, VAPT, and data security requirements Mentor and upskill the team, driving PHP, Laravel, MySQL, API Development (REST/SOAP), Git, DevOps (CI/CD, Docker, Cloud). , Flutter/React Native (basic knowledge). Strong understanding of SDLC, Agile methodologies, and IT governance Experience in BFSI/FinTech/regulated sectors (preferably SEBI-regulated). Team management, task prioritization, cross-functional collaboration & performance monitoring. Qualifications masters in computer science , IT, or related field. + years of experience in development, with at least 3 years in a leadership role. Certifications in Laravel, DevOps, or Project Management are a plus.
Strong technical hands-on skills. Excellent leadership, communication & problem-solving abilities. Process-oriented with a focus on innovation, automation & delivery acceleration Process optimization, automation, and reusable components to speed up delivery Job Title: Manager/Senior Manager IT Operations Management
Location: Andheri-Mumbai
Experience: 8 15 years
We are looking for a highly skilled Manager/Senior Manager IT Operations Management to oversee and enhance our IT infrastructure, service management, and operational efficiency. The ideal candidate will have strong expertise in IT operations, cloud platforms, cybersecurity, and IT governance, ensuring seamless IT service delivery and business continuity.
- Lead IT operations, ensuring system availability, performance, and security.
- Manage IT infrastructure, networks, servers, and cloud environments.
- Oversee IT service management (ITSM) processes, including incident, change, and problem management.
- Implement and monitor cybersecurity frameworks and compliance standards.
- Manage IT vendors, contracts, and SLAs to optimize service delivery.
- Drive IT automation, monitoring, and performance optimization initiatives.
- Collaborate with cross-functional teams to align IT with business objectives.
- Handle IT audits, risk assessments, and compliance reporting.
- Bachelors/Master s degree in IT, Computer Science, or related field.
- 8+ years of experience in IT operations, IT infrastructure, or service management.
- Expertise in ITSM tools (ManageEngine, Jira, etc.), cloud (AWS/Azure), and cybersecurity.
- Strong knowledge of IT governance (ITIL, COBIT) and compliance frameworks.
- Certifications such as ITIL,CCNP, or PRINCE2 are preferred.
- Excellent leadership, problem-solving, and stakeholder management skills.
PPFAS Asset Management (PPFAS AMC) has been promoted by Parag Parikh Financial Advisory Services Pvt. Ltd. (PPFAS Ltd.), a boutique investment advisory firm incorporated in 1992. PPFAS Ltd. is also amongst Indias earliest SEBI Registered Portfolio Management Service (PMS) providers. For More Information visit our website: https://amc.ppfas.com/about-us/ Job Description: - Direct Credit Rejection, Red Payout Authorisation (Red Alert), MIR 38, NFT rejection
- Pending & Exemptions for Financial Transaction and Excess Credit / Short Credit
- Attending walking distributor & investor, Accepting Transactions / Queries
- . Resolving queries & complaints received from different modes like Calls, emails, WhatsApp, Twitter, exchange and update the same in Query Report
- Additional activities related to operations & compliance dept.
- Follow up with CAMS for pending queries & complaints
- Pickup & Drop Service Planning for Direct / Regular Investor & Distributor and Submission of Applications to cams
- Looking into queries for ARN empanelment, Self Declaration, Brokerage Related, COBM in Brokerage payout.
- Maintaining sufficient stock of Applications, Factsheet
- Maintaining All Notices and circulars in Branch.
- Providing pre and post sales help to distributor for smooth operation
- Calling for ARN Validity Expire , Brokerage Recovery, Invalid EUIN, Invalid KYC Data
- Maintaining Investor friendly Atmosphere and proper coordination between Team and Branch Staff
- Guiding distributor for distributor app, form fill for offline trxn & guiding for online empanelment.
- Experience Required: 2 + Years of relevant experience in the Mutual Fund Industry.
- Graduate in any stream
- Latest NISM Certification.
- Should have excellent written and spoken communication skills
Having 6 to 8 years of experience in the Mutual Fund Industry. Skills required: - Well versed with SEBI (MF) Regulations
- Root cause analysis,
- Multitasking
- Experience of working in AMC
- Effective Interpersonal Communication
Compliance & Secretarial Functions - To ensure timely compliance with the requirements of SEBI (Mutual Fund) Regulations.
- To review and update on regularly basis Compliance Manual and other policies.
- To conduct compliance awareness sessions on Insider Trading, etc.
- To ensure Compliance provision of RBI Act, AMFI Circulars & notices
- To maintain and update of compliance tracker/ RBI Act and other applicable regulations, AMFI Regulations
- Mutual Fund Reporting (Daily / Monthly / Bi-Monthly / Quarterly / Half yearly/Yearly) as per SEBI/RBI/PMLA guidelines/regulations.
- To Interpret the various Circulars of SEBI, AMFI, RBI and other regulators and decide on course forward for implementation of the same.
- Having knowledge of PMLA Regulations and Anti Money Laundering rules.
- To coordinate with Internal Auditors, Statutory Auditors, SEBI Auditors.
- To maintain cordial relations with the regulators.
- Preparation and Finalisation of Board Agenda, Committee Agenda, and Minutes of the Meetings, To review notices, director s report, and minutes for the Board and General meetings;
- Preparation and periodic updating of Scheme Information Documents, SAI and KIM
- Review of Half yearly and annual scheme reports/portfolio
- Co-ordinating with various inter-departments on Regulatory Requirements
- Well versed with Clearing Marketing materials under Advertisement Code
- Maintaining Statutory registers and records and ensure timely filing of Annual reports, XBRL filings, Annual Returns and other forms with MCA.
- Monitoring the activities of the Company in a proactive manner to detect and prevent potential breaches of compliance.
- To vet the Distributor empanelment agreements, vendors agreements and Branch agreements and any other legal work.
- B. Com, ACS, LLB.
- Any course in Anti Money laundering will be an added advantage.
- 6 to 8 Years of Work Experience in Mutual Fund Industry/AMC
- Handling Customer Queries via different channels.
- Accepting Transactions at Front office using TSM Machine.
- Reporting and processing of inflow and outflow of funds.
- Coordination with Branches, KYC Team & RTA.
- Making sure emails are handled/ resolved in a timely manner.
- Keep track of day-to-day mails received and reply to them within TAT.
- Monitoring escalations and complaints and resolving them while ensuring the adherence to compliance guidelines.
- Experience Required: 3 + Years of relevant experience in the Mutual Fund Industry.
- Graduate/ Should be NISM Certified.
- Should have good communication skills.
Job Location:
Thane, Mumbai, Vadodara, Noida, Coimbatore, Vizag, Pune, Nagpur, Nashik, Indore CTC Bracket:
As per market standards We are looking for a highly motivated and seasoned Fund Accounting Managers in our Team. The candidate will be working and need to have expertise in end-to-end NAV, Corporate Action, Portfolio Valuation, Journal Book of Accounts, Scheme Financials, Financial Reporting etc.
- Overall responsibility of computation and declaration of end-to-end Net Asset Value and Fund accounting of mutual fund schemes on daily basis.
- Responsible for daily NAV, Daily reporting, Monthly reporting, Bi-Monthly reporting, quarterly reporting, half yearly reporting, and yearly reporting for the regulators.
- Documenting and maintaining the MIS and Statutory reports.
- Prepare and perform controls on monthly general ledgers.
- Securities master creation and maintenance in MFund Plus application.
- Review and resolve differences on periodical (daily, monthly, quarterly, etc.) data reconciliations.
- Handling Back Office Operations and Processes relating to domestic and overseas trade settlement.
- Preparation and review of monthly, quarterly and annual financial statements.
- Settling the Equity, Debt, GSEC & Repo trades in MFund/Quantis through STP, FIMMDA Reporting & NDS systems and informing the same to custody.
- Calculate management fees and Other Expenses as per SEBI slab, and UPR calculation.
- Liaise with auditors, custodian, PCM and internal contacts on a day-to-day basis.
- Prepare and/or review financial statements, notes disclosures, and supporting schedules.
- Preparation of notes to accounts, analysis of related party discloser, analysis of report for broker turnover, discloser of TER (Total expense ratio) of the scheme.
- Training and supporting the team/new joiners to smoothly overcome their learning curve.
- TDS, STT, management fees, billing fees, GST calculation on monthly basis.
- Preparation of fact sheets which involves comparing absolute returns to benchmark returns, thus providing an insight to the fund manager on the performance of the scheme.
- Preparation of 25(11), AMC activity report, Trial Balance scrutiny, Bank and Demat reconciliation.
- Working on Automating of back-office operation and streamlining daily NAV Process and Automating Monthly reports delivered to regulators.
- CA mandatory for Senior role / B. Com / PG.
- 5 to 10 years of work experience in Mutual Fund Fund Accounting of Equity, Debt, Liquid, Arbitrage, Overseas, ETF, Index Funds.
- Advanced MS Excel knowledge, VBA Macros.
- Ability to work under pressure and manage tight internal and client deadlines.
- Strong communication skills, including written, listening and presentation abilities.
- Client relationship management skills.
- We need a person having 5 years plus experience in Fund Accounting of Schemes of Mutual Funds.
Key Functional Skills
: - Command on the regulations on MF activities impacting operations (FA and RTA)
- Well versed with Fund Accounting and preparation of financial statement of MF Schemes
- MIS (Excel, Word, Power Point)
PPFAS Asset Management (PPFAS AMC) has been promoted by Parag Parikh Financial Advisory Services Pvt. Ltd. (PPFAS Ltd.), a boutique investment advisory firm incorporated in 1992. PPFAS Ltd. is also amongst India s earliest SEBI Registered Portfolio Management Service (PMS) providers. For More Information visit our website: https://amc.ppfas.com/about-us/
- Ensuring proper servicing and after sales support to clients.
- Establishing new relationships with the client and new clients and adding
market share. - Prospecting leads and contacting them
- Business Development and sales reporting and working in achieving the
sales target. - Seek new opportunities through networking.
- Gather competitive information and assimilate the same for further
analysis. - Co-owning the AUM and Revenue targets of the company
- MIS reporting to management and gathering market intelligence.
- To increase business by deepening existing client relationships.Increase the
market reach in and around the territory assigned. - Adherence to our Company norms and values, integrity, passion for
prompt customer service. - Knowledge of the local language of the region is mandatory.
- We are looking for candidates who are well versed with the Financial
Investment Market.
Experience Required: 3+ Years of relevant experience in the Mutual Fund Industry.
Graduate/ MBA & should be NISM Certified. Should have good communication skills.
Job Location
: Bangalore, Surat, Rajkot, Jaipur, Kolkata, Chennai, Hyderabad, Mumbai :
The candidate should have a very clear concept and visibility of Sales & the various related aspects prevailing in the Mutual Fund market. Should have a very strong communication skill, excellent product knowledge, convincing attitude, smart, energetic, hardworking, target driven, result oriented, soaring passion for sales activities, quick learner, amicable and has an excellent liaison maintaining capacity.
Acquisition of new customers for our products. Creating and managing the distribution franchise comprising of individual agents, corporate distributors and brokers Responsible for achieving productivity targets for numbers & Value Maintain and deepening relationship with brokers / partners New broker empanelment Maintain monthly & quarterly sales activity plan and ensure flawless execution Regular Broker/Distributor/Agent/Branch visits/support in sourcing liability business Proactively engaging with distributors/brokers for increasing their deposit allocation Strategy and Plans for new distributor tie-ups Market intelligence with respect to clients, pricing, products, competition
Candidates must be a B.Com or any Graduate.
Minimum 2 years of working experience in the related field is required for this position. Preferably RM s specializing in the field of distribution / channel management in AMC/Mutual Fund / Financial Services. Having good relations and contacts with top clients and distributors is a must. Should be presentable and have good communication skills. Candidate will be reporting to the Head-Distribution
"You cannot sow something today and reap tomorrow! A seed has to go through the various seasons before it turns into a fully grown tree. So is the case with Investing." - Parag Parikh
Reach us at:
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
2025 PPFAS Asset Management Private Limited. All rights reserved.
Sponsor: Parag Parikh Financial Advisory Services Limited. [CIN: U67190MH1992PLC068970], Trustee: PPFAS Trustee Company Private Limited. [CIN: U65100MH2011PTC221203], Investment Manager (AMC): PPFAS Asset Management Private Limited. [CIN: U65100MH2011PTC220623]
