Become a Certified GST Practitioner in just 58 hours. Register Now!

Jobs in AMC or Mutual Funds?

Rushikesh (Chartered Accountant - Manager Finance) (2375 Points)

05 May 2008

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?

Reply
Follow
Share

57 Replies

(Guest)

looking for the job in the AMC

Upgrade to CAclubindia Pro. Subscribe Now!

Rushikesh (Chartered Accountant - Manager Finance) (2375 Points)
Replied 02 June 2008

yes, looking for a job in AMC or Mutual Funds in Pune

(Guest)

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

· Job profile involves the sales and marketing of various products of the Reliance Money.

· 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.

· Recruiting team of Executives and driving them to the desired results.

· 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.

(Guest)

I want the job in any AMC at ahmedabad location.

Rushikesh (Chartered Accountant - Manager Finance) (2375 Points)
Replied 16 June 2008

I am looking for a job in an AMC or a Mutual Fund Company or an Insurance Company in Pune

Upgrade to CAclubindia Pro. Subscribe Now!

(Guest)

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.

(Guest)

Right now i m working in CAMS as Operation Incharge for Berhampur location , i m searching for AMC operation job.

(Guest)

yes looking for a job in amc in delhi/ncr

(Guest)

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?

virender Kumar (Salaried person) (0 Points)
Replied 12 July 2008

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.

Upgrade to CAclubindia Pro. Subscribe Now!

(Guest)

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?	"