Hi,
I want to know, what is the scope for jobs in Mutual Funds or AMCs or Insurance sector?
What are the prerequisites?
How do i get into these jobs?
What is the job profile here as a CA?
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Jobs in AMC or Mutual Funds?
Replies (57)
looking for the job in the AMC
yes, looking for a job in AMC or Mutual Funds in Pune
Kurella Srinivas
D/n:-50-3-14/1
Seethammapeta
Near:- Golla Veedhi
Visakhapatnam-530016
Andhra Pradesh.
Ksrinivas2007 @ gmail.com • Cellular 91-9440301681 • Home 91-9989343986
Summary
I am a professional with 9+ years of successful sales, marketing and management experience. Background includes managing corporate and individual accounts and selling various financial products and services. Proven record of success consistently exceeding sales goals. Additional background researching and developing marketing strategies to maximize the market place.
Summary of Accomplishments
- Planned and implemented targeted sales activities to build and maintain business, emphasizing value-added services in a market dominated by well-capitalized competitors.
- Streamlined daily business processes and increased productivity levels.
- Performed outstanding customer relationship management, ensuring educated clients, customized products and services and creative, turnkey solutions.
Experience Summary
Birla Sun Life Asset Management Company Ltd, Visakhapatnam, Andhra Pradesh
Business Development Associate (April 2007 – till date)
- Identifying and maintaining relations with Advisors and Distributors of the AMC.
- Empanelment of IFA’s with company
- Maintaining the distribution channel more effectively with updated information and relationship.
- Assisting IFA’s and corporate in all the products and sketch out a plan of action in mobilizing more of business and increase their AUM.
- Taking care of service issues of the clients by a spontaneous response and quick action.
- Achieving assigned targets regularly.
Kavi Consultants Private Ltd, Visakhapatnam, Andhra Pradesh. (2006-2007)
Manager
· Information of innovative and flexible product portfolios.
· Recruiting team of Executives and driving them to the desired results.
· Responsible for generation of fee based income for the firm and also targets.
· Efforts to identify and explore new avenues and clients to increase sales
· Motivating the sales team to drive towards through the goals and targets.
· Supporting the Front Office Operations.
Karvy Stock Broking Ltd, Visakhapatnam, Andhra Pradesh. (2005-2006)
Relationship Manager
· Job profile involves the sales and marketing of various Financial Products.
· Information of innovative and flexible product portfolios.
· Responsible for generation of revenue based income for the firm and also achieving targets.
· Efforts to identify and explore new avenues and clients to increase sales
· Motivating the sales team to drive towards through the goals and targets.
Integrated Enterprises India Ltd, Visakhapatnam, Andhra Pradesh. (2002-2005)
Relationship Manager
· Job profile involves the sales and marketing of various Financial Products.
· Responsible for generation of revenue based income for the firm and also achieving targets.
· Recruiting team of Executives and driving them to the desired results.
· Doing various promotional activities like trade shows, courier activities and distributing pamphlets of mutual funds performance in News papers and in corporates sectors.
· Maintaining the customer database and providing effectively service to customers.
· Achieving assigned targets.
Target Marketing, Visakhapatnam, Andhra Pradesh. (2001-2002)
Brief Summary of the Organization:
Distributors for Home Appliances
Retail Sales & Whole Sale Distributors.
Sales Executive
- Marketing Water Purifiers, Wet-Grinders
- Member of a Field Staff
- Fulfillment of Sales norms.
Navayuga Engineering Company Ltd, Visakhapatnam, Andhra Pradesh.
(1999-2001)
Brief Summary of the Organization:
Constructions
Store Keeper
- Store Keeper
Education :
Perusing M.B.A (Marketing-2007)
Department of College and Management Studies, Andhra University, Andhra Pradesh.
Bachelor of Commerce (Jun 1996 - Mar 1999)
Andhra University, Visakhapatnam, Andhra Pradesh
Additional Skills:
· Time Management
- Team Building
- Team Motivation
Professional Certifications:
- AMFI - Mutual Fund (Advisors) Module, AMFI.
Software & Hardware Skills:
DCA: Diploma in Computer Applications
Logic Building with Java Scrip
Developing Applications with Visual Basic 6.0
Hardware: Assembling
Personal and Professional Details :
Name : KURELLA.SRINIVAS
Father Name : K.SESHA RAO
Age/Sex/Marital Status : 31, Male, Married
Total years of Experience : 9 Years
Current Industry : Financial Services / Stock Broking
Current Location : Visakhapatnam
Phone No : 9440301681, 9989343986 (R)
E-Mail ID : ksrinivas2007 @ gmail.com
Nationality : Indian
Language Known : English, Hindi & Telugu
Correspondence Address : K. Srinivas
50-3-14/1, Seethammapeta
Near Gollaveedhi
Visakhapatnam - 530016.
I want the job in any AMC at ahmedabad location.
I am looking for a job in an AMC or a Mutual Fund Company or an Insurance Company in Pune
SEBI made mandatory for mutual fund employees and distributors to be qualified by clearing the NCFM's AMFI' advisors module for becoming a employee in an AMC or corporate distributors or individual agents. I have cleared this exam. How to get a job? Please guide me in this way by mailing me in the above mentione e mail address.
Right now i m working in CAMS as Operation Incharge for Berhampur location , i m searching for AMC operation job.
yes looking for a job in amc in delhi/ncr
I want to get a job in AMC. I am having adequate knowledge of MF, and other Financial Products. How should i proceed or approach?
I am MBA(Finance) and i have cleared AMFI (Mutual Fund-Advisor Moduel) from NSE, looking job in AMC in Delhi/NCR location..Presently working in ludhiana in BirlaSunlife AMC.
| Originally posted by :Rushikesh | ||
| " | Hi, I want to know, what is the scope for jobs in Mutual Funds or AMCs or Insurance sector? What are the prerequisites? How do i get into these jobs? What is the job profile here as a CA? |
" |
SEBI made mandatory for mutual fund employees and distributors to be qualified by clearing the NCFM's AMFI' advisors module for becoming a employee in an AMC or corporate distributors or individual agents. I have cleared this exam. How to get a job? Please guide me in this way by mailing me in the above mentione e mail address.
Does anyone ahs any idea about this search? What you all are saying is the same as the question.
i wants to know scope and openings in AMC. presently I am working in bank as Associate Relationship manager
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