64 Mutual Funds jobs in India

This role is designed to drive mutual fund distributor (partner) success by delivering impactful training, strategic coaching, tech-driven enablement, and ongoing performance management. You will also anchor knowledge creation, learning strategies, and team development across financial products.

Key Responsibilities

1. Distributor Training & Coaching

• Conduct in-depth sessions on mutual funds, investment products, and consultative selling.
• Tailor learning interventions based on individual and team performance needs.
• Collaborate in developing engaging content for product, sales, and compliance training.

2. Build & Lead the Training Team

• Recruit, onboard, and upskill a results-driven training team.
• Define and implement best practices, feedback systems, and scalable training methodologies.

3. Research & Knowledge Management

• Develop a structured knowledge framework across investment products and services.
• Convert complex market insights into actionable, easy-to-digest training material.
• Lead the knowledge dissemination strategy across the organization.

4. Tech-Driven Sales Enablement

• Champion the adoption of CRMs, analytics, and digital tools for distributor and sales productivity.
• Train teams and partners to effectively use technology for better client outcomes.

5. Performance Management

• Monitor distributor and RM performance metrics to identify gaps and growth opportunities.
• Build coaching plans that directly address performance challenges.

6. Market Intelligence & Industry Trends

• Share regular updates on market movements, regulatory changes, and evolving best practices.
• Ensure the sales frontline and partners stay aligned with industry developments.

Candidate Requirements

• Background in Sales, Product, or Training within Asset Management or Wealth Management.
• Deep understanding of Mutual Funds; familiarity with Insurance-based products is a plus.
• Strong communication skills in English and Hindi, with the ability to present and train effectively in both languages.
• Willingness to travel extensively for training, coaching, and partner engagement.

Compensation:

The offered compensation package will be based on the candidate’s prior experience and current Cost to Company (CTC)

Why Join Us?

• Shape the Future of Finance: Be part of a pioneering fintech company that's redefining the industry.
• Collaborate with Brilliant Minds: Work alongside a talented and passionate team.
• Accelerate Your Career: Gain invaluable experience and opportunities for professional growth.

This role is designed to drive mutual fund distributor (partner) success by delivering impactful training, strategic coaching, tech-driven enablement, and ongoing performance management. You will also anchor knowledge creation, learning strategies, and team development across financial products.

Key Responsibilities

1. Distributor Training & Coaching

• Conduct in-depth sessions on mutual funds, investment products, and consultative selling.
• Tailor learning interventions based on individual and team performance needs.
• Collaborate in developing engaging content for product, sales, and compliance training.

2. Build & Lead the Training Team

• Recruit, onboard, and upskill a results-driven training team.
• Define and implement best practices, feedback systems, and scalable training methodologies.

3. Research & Knowledge Management

• Develop a structured knowledge framework across investment products and services.
• Convert complex market insights into actionable, easy-to-digest training material.
• Lead the knowledge dissemination strategy across the organization.

4. Tech-Driven Sales Enablement

• Champion the adoption of CRMs, analytics, and digital tools for distributor and sales productivity.
• Train teams and partners to effectively use technology for better client outcomes.

5. Performance Management

• Monitor distributor and RM performance metrics to identify gaps and growth opportunities.
• Build coaching plans that directly address performance challenges.

6. Market Intelligence & Industry Trends

• Share regular updates on market movements, regulatory changes, and evolving best practices.
• Ensure the sales frontline and partners stay aligned with industry developments.

Candidate Requirements

• Background in Sales, Product, or Training within Asset Management or Wealth Management.
• Deep understanding of Mutual Funds; familiarity with Insurance-based products is a plus.
• Strong communication skills in English and Hindi, with the ability to present and train effectively in both languages.
• Willingness to travel extensively for training, coaching, and partner engagement.

Compensation:

The offered compensation package will be based on the candidate’s prior experience and current Cost to Company (CTC)

Why Join Us?

• Shape the Future of Finance: Be part of a pioneering fintech company that's redefining the industry.
• Collaborate with Brilliant Minds: Work alongside a talented and passionate team.
• Accelerate Your Career: Gain invaluable experience and opportunities for professional growth.

This role is designed to drive mutual fund distributor (partner) success by delivering impactful training, strategic coaching, tech-driven enablement, and ongoing performance management. You will also anchor knowledge creation, learning strategies, and team development across financial products.

Key Responsibilities

1. Distributor Training & Coaching

• Conduct in-depth sessions on mutual funds, investment products, and consultative selling.
• Tailor learning interventions based on individual and team performance needs.
• Collaborate in developing engaging content for product, sales, and compliance training.

2. Build & Lead the Training Team

• Recruit, onboard, and upskill a results-driven training team.
• Define and implement best practices, feedback systems, and scalable training methodologies.

3. Research & Knowledge Management

• Develop a structured knowledge framework across investment products and services.
• Convert complex market insights into actionable, easy-to-digest training material.
• Lead the knowledge dissemination strategy across the organization.

4. Tech-Driven Sales Enablement

• Champion the adoption of CRMs, analytics, and digital tools for distributor and sales productivity.
• Train teams and partners to effectively use technology for better client outcomes.

5. Performance Management

• Monitor distributor and RM performance metrics to identify gaps and growth opportunities.
• Build coaching plans that directly address performance challenges.

6. Market Intelligence & Industry Trends

• Share regular updates on market movements, regulatory changes, and evolving best practices.
• Ensure the sales frontline and partners stay aligned with industry developments.

Candidate Requirements

• Background in Sales, Product, or Training within Asset Management or Wealth Management.
• Deep understanding of Mutual Funds; familiarity with Insurance-based products is a plus.
• Strong communication skills in English and Hindi, with the ability to present and train effectively in both languages.
• Willingness to travel extensively for training, coaching, and partner engagement.

Compensation:

The offered compensation package will be based on the candidate’s prior experience and current Cost to Company (CTC)

Why Join Us?

• Shape the Future of Finance: Be part of a pioneering fintech company that's redefining the industry.
• Collaborate with Brilliant Minds: Work alongside a talented and passionate team.
• Accelerate Your Career: Gain invaluable experience and opportunities for professional growth.

Domain Expert - Mutual Funds

Location : Mumbai (WFO)

Who we are:

LUMIQ is a Financial Services Industry (FSI) Data and AI Specialist that enables customers to fast-track the transition from managing the data to fully harnessing the potential of the data. Leading enterprises across the globe trust LUMIQ in their data modernization journey. Our unique strength lies in our seamless ability to tackle complex data challenges and address specific use cases with precision. Our industry solutions and accelerators efficiently manage diverse data volumes, types, and sources, delivering reliable data exactly when needed. This data can be utilized for building innovate and cutting edge Generative AI solutions.

Founded in 2013, LUMIQ has now completed a decade of innovation, backed by Info Edge Ventures (a JV between Temasek Holdings of Singapore and Naukri) and US-based Season 2 Ventures.

Our Culture:

• At LUMIQ, we strive to create a community of passionate data professionals who aim to transcend the usual corporate dynamics. We offer you the freedom to ideate, commit, and navigate your career trajectory at your own pace.
• Culture of ownership – empowerment to drive outcomes.
• Our culture encourages 'Tech Poetry' – combining creativity and technology to create solutions that revolutionize the industry. We trust our people to manage their responsibilities with minimal policy constraints. Our team is composed of the industry's brightest minds, from PhDs and engineers to industry specialists from Banking, Insurance, NBFCs, AMCs, who will challenge and inspire you to reach new heights.

Role Brief:

To bridge the gap between business stakeholders and the development team by translating business needs into functional requirements. The role involves BRD/FRD creation, UAT coordination, KPI logic implementation, and data-driven decision-making, who can act as a domain expert for Indian Capital market/Mutual Fund businesses.

Key Responsibilities:

1. Business Analysis & Requirement Gathering

• Analyze business processes in Mutual Fund sales, Stock broking business, distribution, and branch operations.
• Define Key Performance Indicators (KPIs) such as AUM, FIFO, AHT, Capital Gain and brokerage calculations.
• Prepare Business Requirement Documents (BRD) and Functional Requirement Documents (FRD).
• Ensure alignment between business needs and technical implementation.

2. Stakeholder & Development Team Coordination

• Act as a liaison between business teams (Sales, Distribution, Operations) and IT/development teams.
• Validate technical solutions against business requirements before deployment.
• Conduct UAT (User Acceptance Testing) and resolve feedback from internal teams/clients.

3. Data Analytics & Reporting

• Develop automated reports and dashboards for business insights along with BI team.
• Analyze Stock transaction, RTA (Registrar & Transfer Agent) data to identify trends and inefficiencies.
• Provide data-driven recommendations to optimize sales, distribution, and operational workflows.

4. Process Improvement & Training

• Identify gaps in existing processes and propose future-ready solutions.
• Train development teams on Mutual Fund domain knowledge (transaction processing, KPI logic, etc.).
• Ensure compliance with industry regulations in all business solutions.

Desired Skills and Competencies:

• Strong understanding of Mutual Fund Sales processes, MFDex data and Sales Review KPIs.
• Familiarity with Branch Ops, transaction flow, brokerage computation.
• Prior experience in F&D (Fact & Dimension) design and dashboard automation is a plus.
• Strong stakeholder management and communication skills.
• Experience with tools like Power BI, Tableau, SQL, and Excel preferred.
• Analytical mindset with ability to bring strategic business insights from large data sets.
• Understanding of regulatory reports like MCR, RORR, Commission Disclosures is a plus.

What do you get:

• Opportunity to contribute to an entrepreneurial culture and exposure to the startup hustler culture.
• Competitive Salary Packages.
• Group Medical Policies.
• Equal Employment Opportunity.
• Maternity Leave.
• Opportunities for upskilling and exposure to the latest technologies.
• 100% Sponsorship for certification.
• Flexible work hours

Domain Expert - Mutual Funds

Location : Mumbai (WFO)

Who we are:

LUMIQ is a Financial Services Industry (FSI) Data and AI Specialist that enables customers to fast-track the transition from managing the data to fully harnessing the potential of the data. Leading enterprises across the globe trust LUMIQ in their data modernization journey. Our unique strength lies in our seamless ability to tackle complex data challenges and address specific use cases with precision. Our industry solutions and accelerators efficiently manage diverse data volumes, types, and sources, delivering reliable data exactly when needed. This data can be utilized for building innovate and cutting edge Generative AI solutions.

Founded in 2013, LUMIQ has now completed a decade of innovation, backed by Info Edge Ventures (a JV between Temasek Holdings of Singapore and Naukri) and US-based Season 2 Ventures.

Our Culture:

• At LUMIQ, we strive to create a community of passionate data professionals who aim to transcend the usual corporate dynamics. We offer you the freedom to ideate, commit, and navigate your career trajectory at your own pace.
• Culture of ownership – empowerment to drive outcomes.
• Our culture encourages 'Tech Poetry' – combining creativity and technology to create solutions that revolutionize the industry. We trust our people to manage their responsibilities with minimal policy constraints. Our team is composed of the industry's brightest minds, from PhDs and engineers to industry specialists from Banking, Insurance, NBFCs, AMCs, who will challenge and inspire you to reach new heights.

Role Brief:

To bridge the gap between business stakeholders and the development team by translating business needs into functional requirements. The role involves BRD/FRD creation, UAT coordination, KPI logic implementation, and data-driven decision-making, who can act as a domain expert for Indian Capital market/Mutual Fund businesses.

Key Responsibilities:

1. Business Analysis & Requirement Gathering

• Analyze business processes in Mutual Fund sales, Stock broking business, distribution, and branch operations.
• Define Key Performance Indicators (KPIs) such as AUM, FIFO, AHT, Capital Gain and brokerage calculations.
• Prepare Business Requirement Documents (BRD) and Functional Requirement Documents (FRD).
• Ensure alignment between business needs and technical implementation.

2. Stakeholder & Development Team Coordination

• Act as a liaison between business teams (Sales, Distribution, Operations) and IT/development teams.
• Validate technical solutions against business requirements before deployment.
• Conduct UAT (User Acceptance Testing) and resolve feedback from internal teams/clients.

3. Data Analytics & Reporting

• Develop automated reports and dashboards for business insights along with BI team.
• Analyze Stock transaction, RTA (Registrar & Transfer Agent) data to identify trends and inefficiencies.
• Provide data-driven recommendations to optimize sales, distribution, and operational workflows.

4. Process Improvement & Training

• Identify gaps in existing processes and propose future-ready solutions.
• Train development teams on Mutual Fund domain knowledge (transaction processing, KPI logic, etc.).
• Ensure compliance with industry regulations in all business solutions.

Desired Skills and Competencies:

• Strong understanding of Mutual Fund Sales processes, MFDex data and Sales Review KPIs.
• Familiarity with Branch Ops, transaction flow, brokerage computation.
• Prior experience in F&D (Fact & Dimension) design and dashboard automation is a plus.
• Strong stakeholder management and communication skills.
• Experience with tools like Power BI, Tableau, SQL, and Excel preferred.
• Analytical mindset with ability to bring strategic business insights from large data sets.
• Understanding of regulatory reports like MCR, RORR, Commission Disclosures is a plus.

What do you get:

• Opportunity to contribute to an entrepreneurial culture and exposure to the startup hustler culture.
• Competitive Salary Packages.
• Group Medical Policies.
• Equal Employment Opportunity.
• Maternity Leave.
• Opportunities for upskilling and exposure to the latest technologies.
• 100% Sponsorship for certification.
• Flexible work hours