Manager - Mutual Fund/ NBFC Job Description Template
The Manager for Mutual Fund/NBFC will oversee and manage financial portfolios, ensuring compliance with regulations and maximizing returns for clients. This role involves financial analysis, client relationship management, and strategic planning to achieve business objectives.
Responsibilities
- Oversee daily operations of mutual funds and NBFC activities.
- Ensure compliance with SEBI and other regulatory standards.
- Analyze market trends to make informed investment decisions.
- Develop and implement strategic plans for business growth.
- Manage client relations and address their investment needs.
- Prepare financial reports and presentations for stakeholders.
- Monitor and manage risk in investment portfolios.
Qualifications
- Bachelor's degree in Finance, Economics, or a related field.
- Minimum of 5 years of experience in mutual funds or NBFCs.
- Strong understanding of financial markets and investment strategies.
- Excellent analytical and problem-solving skills.
- Proven track record of managing successful investment portfolios.
- Strong leadership and team management skills.
- Professional certifications like CFA or CFP are a plus.
Skills
- Financial Analysis
- Portfolio Management
- Regulatory Compliance
- Client Relationship Management
- Risk Management
- Strategic Planning
- Microsoft Excel
- Bloomberg Terminal
Frequently Asked Questions
A Manager in Mutual Fund/ NBFC oversees the operations, management, and business development within these financial sectors. They are responsible for monitoring fund performance, managing investment strategies, and ensuring compliance with regulations. Additionally, they lead a team, report to stakeholders, and provide customer support ensuring that services align with client objectives.
To become a Manager in Mutual Fund/ NBFC, candidates typically need a bachelor's degree in finance or related fields, although an MBA can enhance prospects. Relevant experience in financial services plus strong analytical skills are crucial. Certifications like CFP, CFA, or CWM also provide a competitive edge. Networking, mentorship, and continuous learning about industry trends are advisable.
The average salary for a Manager in Mutual Fund/ NBFC varies based on location, experience, and company size. Typically, these managers earn a competitive remuneration package with additional benefits such as bonuses tied to fund performance, healthcare benefits, and retirement plans. Salaries are influenced by years of experience and the complexity of managed assets.
For a Manager role in Mutual Fund/ NBFC, a candidate commonly requires a bachelor's degree in finance, economics, or a related field. Advanced qualifications like an MBA or professional certifications (CFA, CFP) are highly advantageous. Several years of experience in finance, strong analytical capabilities, leadership skills, and a deep understanding of regulatory requirements are essential.
A Manager in the Mutual Fund/ NBFC sector is expected to possess strong analytical skills, leadership qualities, and a deep understanding of financial markets. They should be proficient in managing investment portfolios, strategic planning, and regulatory compliance. Responsibilities include supervising a team, client relationship management, and ensuring the growth and profitability of the funds.