Job Location: Mumbai (western region (Andheri to Churchgate) Job Profile: Field Sales - Banking channel Job Role and Responsibilities: Administer & manage Private Banking business, Sales, and performance. Identify new potential areas for expansion and accelerating its development. Managing and training the team as well as the distributers Plan, develop and implement business strategies for overall growth of the area allocated & the distributers in that area, with the objective of improving sales and enabling business expansion Understanding the business model & mobilizing sales accordingly. Relationship management and brand building exercises that enhance visibility and goodwill. Planning & executing activities/tie-ups to drive sales through respective channel. Enlarge the scope of existing relationships and penetrate deeper in the channel. Proactively cultivate new business and uncover sales opportunities within the geographic territory. Updating Distributors of financial markets, Mutual Fund product & services. Maintain superior sales support & services for higher market share. Job Requirements: NISM VA Mandatory NISM XXI A Mandatory Graduation is Mandatory. Show more Show less

Entity : Kotak Mahindra Asset Management Company Ltd. Department : PMS Operations. Designation: Mid-Senior Level. Location : Mumbai (Goregaon). Job Role: The ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and Demat holdings. Execution of Funds Settlement of HNI & NRI clients. To process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips. To process different types of requests of the client in the system, like freezing/un freezing and activation of the PMS clients & pass out to distributors. Preparation of reports to be submitted to SEBI on needs basis. Maintaining records and co-ordination with auditors for resolution of audit queries. Providing priority services to clients by maintaining MIS reporting & returns on investments. Job Requirements: MBA/PGDM – Finance. Experience of minimum 3 to 4 years in PMS Operations is mandatory. Must have knowledge of PMS regulation, KYC norms and mutual fund operations. The candidate must have good communication & presentation skills. Self-starter, proactive & target oriented behaviour will be appreciated. NISM Series XXI-A: Portfolio Management Services (PMS) Distributors Certification is mandatory Show more Show less

Company : Kotak Mahindra Asset Management Company Limited Position Title : Associate Department : Marketing Job Location : Mumbai – 12 BKC Job Responsibilities: • Anchor and produce videos on mutual fund products, market trends, investment strategies, and related topics for the brand’s social media channels. • Write insightful and engaging blogs on mutual fund trends, product updates, and other relevant topics. • Create timely content that reflects real-time market conditions and their impact on mutual funds. • Identify and curate regular content from news articles and online PR materials for social media. • Analyze market trends and incorporate insights into both video and blog content. • Collaborate with the internal video editing team to ensure high-quality production and timely video delivery. • Work closely with the product and research teams to curate consistent content. • Analyze capital markets and the economy daily, assessing their impact on mutual funds, to create relevant and timely content. Job Specifications: • Proven experience in video production, including anchoring and content creation for social media platforms. • Solid theoretical understanding of financial markets and mutual funds. • Excellent communication and presentation skills. • Ability to analyze market trends and incorporate insights into content. • Strong organizational skills with the ability to manage multiple projects simultaneously Show more Show less

Job Title: Outbound Contact Center Manager Job Location: CBD Belapur (Once a week visit to BKC) Position Overview: We are seeking an experienced and dynamic Outbound Contact Center Manager to lead our team of customer service representatives. The ideal candidate will have a proven track record of managing mutual funds sales. Job Responsibilities: Develop and implement outbound call center strategies to achieve sales targets and performance goals. Lead, mentor, and coach a team of customer service representatives to deliver high-quality service and achieve individual and team targets. Monitor team performance, conduct regular performance reviews, and provide constructive feedback to improve results. Analyze call center data and reports to identify trends, areas for improvement, and opportunities for growth. Implement and optimize call scripts, workflows, and processes to maximize efficiency and effectiveness. Collaborate with other departments, such as Sales and Marketing, to align outbound campaigns with overall business objectives. Ensure compliance with company policies, procedures, and industry regulations. Manage day-to-day operations of the outbound contact center, including scheduling, staffing, and resource allocation. Drive a culture of continuous improvement, innovation, and customer-centricity within the team. Requirements: Bachelor's degree in Business Administration, Management, or a related field (or equivalent work experience). Experience in managing large Team Strong leadership skills with the ability to motivate and inspire a team to achieve goals. Excellent communication skills, both written and verbal. Ability to analyze data, generate insights, and make data-driven decisions. Knowledge of industry best practices and trends in outbound customer service. A track record of meeting or exceeding sales targets and KPIs. Strong problem-solving skills and the ability to handle challenging situations with professionalism. Show more Show less

Job Role: • Engaging with MFDs (Cat A/B/C) and manage sales. • Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors • Achieve Maximum Market Share for allocated Distributors. • Relationship management and brand building exercises that enhance visibility and goodwill • Understanding the Distribution Business model & mobilizing sales accordingly. • Planning & executing activities/tie-ups to drive sales through respective channel. • Updating Distributors of financial markets, Mutual Fund product & services. • Maintain superior sales support & services for higher market share. • Local candidate will be preferred (Durgapur/Burdwan) Job Requirements: Minimum 2-3 years of experience in Mutual Funds Industry • Proven track record of client value creation • Exemplary communication and client engagement skills Educational qualifications – • Graduate/ Post Graduate • NISM VA Certification compulsory.

Job Title: Manual & Automation Tester – Mutual Fund Domain Location: Mumbai Department: Quality Assurance / Testing Job Role: We are seeking a results-driven Manual & Automation Tester with deep expertise in the Mutual Fund domain. You will be instrumental in ensuring our Mutual Fund platforms deliver flawless performance, regulatory compliance, and an exceptional customer experience. Your blend of business insight and advanced technical testing skills will directly impact the quality, reliability, and scalability of our solutions. Responsibilities Test Strategy & Execution: Develop and execute robust manual test plans and cases targeting the full Mutual Fund lifecycle—including SIPs, lumpsum investments, redemptions, portfolio reconciliation, scheme validations, investor verifications, and compliance checks, Payment gateway, KYC, business validations, verified investors etc. Automation Leadership: Architect, implement, and maintain high-quality automated test scripts using Selenium WebDriver, UFT, Appium, or equivalent tools to maximize test coverage and efficiency. Comprehensive Validation: Rigorously validate front-end, backend, and API components, ensuring seamless data integration, accurate reporting, and end-to-end process integrity. Cross-Functional Collaboration: Partner closely with product managers, business analysts, developers, and RTA teams to translate business requirements into actionable test scenarios and ensure successful transaction postings in RTA systems. Defect Management: Proactively identify, document, and prioritize defects using Jira or similar tools, driving swift resolution and minimizing risk. CI/CD Integration: Embed automated test suites into CI/CD pipelines to support rapid, reliable, and repeatable software releases. And regularly perform regression analysis of the application. Regulatory Compliance: Ensure all QA processes and validations adhere strictly to SEBI guidelines and internal quality standards. Qualifications Bachelor’s degree in Computer Science, Engineering, or related field. At least 3 years’ hands-on experience in QA in mutual fund industry, with a strong record in both manual and automation testing. Advanced proficiency with automation frameworks (Selenium, Cypress, Appium or similar) and scripting languages (Python, Java, or C#). Strong SQL skills for data validation and hands-on experience with API testing tools (Postman, REST Assured). In-depth understanding of mutual fund operations, trade lifecycle, and regulatory requirements. Experience in Agile/Scrum environments and familiarity with DevOps and CI/CD toolchains. Exceptional analytical, troubleshooting, and problem-solving abilities. Excellent communication and interpersonal skills, with a proven ability to collaborate across multidisciplinary teams. Highly detail-oriented, proactive, and adept at managing multiple priorities in a dynamic environment. Preferred Skills Experience with cloud-based testing and deployment (AWS, Azure, or GCP). Exposure to data profiling, lineage tracking, and metadata management solutions. Strong knowledge of mutual fund regulations and compliance frameworks. Prior experience mentoring or leading QA teams.

Job Role Meeting the Clients & developing Trust & relationship. Customer interactive role with Portfolio Management experience. Portfolio/Investment Engineers, who can help in designing portfolios. Advice and suggesting different investment avenues to HNI clients. Acquiring and catering to new HNI clients. Growing the existing AUM book size. Products- Mutual Fund/ PMS/AIF. Job Requirements Knowledge of personal finance (Taxation, Deductions & Benefits) Knowledge of financial products (Fixed Income & Equity products) Updated on Current Affairs Excellent communication skills. Team Player. Result oriented. Open to learn. Should have knowledge of MS Office. Educational Qualifications & Certifications Post-Graduation Compulsory NISM VA Compulsory NISM XXIA (preferred)

Job Role Engaging with distributors (IFA / Banks / ND’s) to garner sales. Manage direct selling to cater to the HNI customers in the area. Leverage on market opportunities and develop new client relationships and accounts Identify & empanel new IFA in the area. Plan, develop and implement business strategies for overall growth of the area allocated & the distributors & bank RM’s in that area, with the objective of improving sales and enabling business expansion Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors Handle branch IR & DS activities with the help of office staff / trainee Relationship management and brand building exercises that enhance visibility and goodwill Job Requirements 3 years of relevant selling experience. Proven track record of client value creation Exemplary communication and client engagement skills Domain knowledge of investments / mutual funds necessary. Educational Qualifications MBA/PGDM – Finance and/or Marketing The candidate must have good communication & presentation skills. The candidate should have experience in Mutual Fund Sales & sound knowledge of Mutual Fund Products. The ideal candidates should have knowledge of Capital Markets & value creation for clients. Self-starter, proactive & target oriented behaviour will be appreciated. AMFI certified – NISM VA

Position Overview: We are seeking a highly skilled and experienced Business Analyst with a strong background in the mutual fund industry and in-depth knowledge of CAMS data. The ideal candidate will possess expertise in SQL and sales query management, playing a critical role in driving data-driven insights and supporting business strategies. Key Responsibilities: • Analyze and interpret CAMS data to provide actionable insights for business decision making. • Develop and manage SQL queries to extract, manipulate, and analyze data from various sources. • Collaborate with sales, marketing, and finance teams to understand data requirements and deliver customized reports. • Identify trends, patterns, and anomalies in sales data to support performance analysis and forecasting. • Create and maintain dashboards and reporting tools to track key performance indicators (KPIs). • Work closely with IT and data engineering teams to ensure data integrity and quality. • Document data processes, methodologies, and insights for future reference. Required Qualifications and Skills: • Bachelor’s degree in business, Finance, Data Science, or a related field. • Minimum of 3-5 years of experience as a Business Analyst in the mutual fund industry. • Strong understanding of CAMS data and mutual fund operations. • Proficiency in SQL and ability to write complex queries for data extraction and analysis. • Experience with sales query management and performance tracking. • Excellent analytical, problem-solving, and communication skills. • Familiarity with data visualization tools such as Power BI or Tableau is a plus. Preferred Qualifications: • Knowledge of data warehousing and ETL processes. • Experience working with large datasets and advanced analytics techniques. • Understanding of regulatory compliance and reporting in the financial services sector

RPA (Robotic Process Automation) Developer Responsibilities: Collaborate with various departments to identify automation opportunities and develop RPA strategies. Monitor and report on the performance of RPA solutions. Ensure compliance with company policies and industry regulations. Carry out software development and support of RPA applications as per the direction of team leaders and Project Managers. Understand Functional Specification Documentation and other related documents. Interact with business users to understand the scope of work. Perform unit and integration testing. Develop and maintain documentation for the work done to ensure effective handovers and knowledge transfers. Adhere to standard and quality practices. Requirements: Experience in RPA tools such as Automation Anywhere, MS SQL, SQL (Oracle) Strong understanding of software development lifecycle, RPA tools and technologies. Ability to work independently and as part of a team. Excellent problem-solving skills and attention to detail. Good communication skills to interact with business users and team members.

Position: District Representative Location : Valsad. Job Role: Engaging with MFDs (Cat A/B/C) and manage sales. Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors Achieve Maximum Market Share for allocated Distributors. Relationship management and brand building exercises that enhance visibility and goodwill Understanding the Distribution Business model & mobilizing sales accordingly. Planning & executing activities/tie-ups to drive sales through respective channel. Updating Distributors of financial markets, Mutual Fund product & services. Maintain superior sales support & services for higher market share. Local candidates from Valsad and nearby locations will be preferred. Job Requirements: Minimum 2-3 years of experience in Mutual Funds Industry Proven track record of client value creation Exemplary communication and client engagement skills Educational qualifications Graduate/ Post Graduate NISM VA Certification compulsory