AMFI Registered Mutual Fund Distributor | SEBI registered Investment Adviser
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Careers at iFAST
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iFAST Financial - Job Openings
Regional Business Development Manager - South

  • Handling the B2B (business to business) initiative of the company that focuses on developing tie-ups and managing relationships with financial advisors engaged in the business of selling mutual funds and / or insurance / other financial products

  • Exploring opportunities for expanding universe of such existing advisors by introducing Mutual funds/ Life Insurance to other kinds of financial intermediaries (Postal agents, Stock brokers, Tax consultants, etc)

  • Conducting training programs for the financial advisors and being actively involved in their development process

  • Developing business plans and guiding the advisors in execution of the same

  • Business Generation and Opportunity Identification

  • Key Account Acquisition, Management and Relationship Building

  • Planning, forecasting and reviewing of market trends

  • Customer Relationship Management

  • Any other duties as assigned

  • MBA with relevant experience

  • 8 to 10 years of prior work experience

  • Passionate, driven and result oriented and willing to take ownership

  • Aptitude to constantly learn and update oneself with latest developments in the field of investments

  • Ability for concept selling

  • Effective Communication Skills

  • Team handling experience

Assistant Finance Manager

  • Monthly financial results closing, financial analysis and reporting

  • To handle quarterly reviews, including budgeting and forecasting

  • Taxation matters

  • Cash management and cash flow reporting

  • Liaise with auditors and tax agents

  • Prepare financial returns to regulatory bodies

  • To assist in dealing with regulatory bodies

  • Liaise with bankers on a regular basis for corporate account management

  • Assist in Human Resources related issues

  • Ad-hoc financial matters and projects that may be assigned from time to time

  • Review and supervise the work done by Finance Executive

  • Reporting to the Managing Director in India and the Financial Controller of head office in Singapore

  • Chartered Accountant and/or Degree in Commerce/Accountancy

  • 5-6 years of relevant experience

  • Those with working experience in international audit firm will have an added advantage

  • Well versed in local and international Financial Reporting Standards, taxation, regulatory and compliance reporting requirements in India

  • Able to work effectively under pressure and meet tight deadlines

  • Independent, self-motivated, team player and meticulous

  • Proficient in Microsoft Office

  • Experience in Financial Systems like Oracle, SAP, PeopleSoft Financials, Sun Systems or any other ERP

  • Immediate availability is preferred

Broking Operations Executive

  • Price Upload: Uploading Bhav copy stock prices of underlying Securities & NAV updation

  • Looking after daily process of risk management team i.e. Trade modification, review of limits given, price rigging, scrip violations, trade matching, circular trading, etc.

  • Reporting periodic information including MIS on suspicious transaction to Seniors Management to mitigate risks

  • Preparation & Submission of Half Yearly & Yearly Exchange and SEBI audit data related to Surveillance

  • Opening Trading account for Individuals, Corporate, Institutions, and HUF

  • Updating Unique Client Code (UCC) to Exchanges NSE / BSE

  • Preparing GST report, Stamp Duty report of NSE,BSE from back office software

  • Processing of Pay in & Pay out of securities for NSE/BSE

  • Early Pay-in of shares to the Exchanges, NSE/BSE

  • Early Pay-in of Funds to the Exchanges, NSE/BSE

  • Attending branch queries and client queries related to Pay in or Pay out of shares, Client holding, etc.

  • Stock Reconciliation of the stock held for debit purpose on monthly basis

  • Dividend Reconciliation of the stock held during the record date for debit purpose and for collateral on monthly basis

  • Maintaining records and Updating POA Agreement for Auto Pay in facility

  • Quarterly Retention of Securities

  • Weekly reporting to exchanges, Client Detail Asset with stockbroker, under enhanced supervision along with compliance officer

  • Monthly reporting to exchanges, client funds and securities balances as on last day of the month, under enhanced supervision along with compliance officer

  • Risk Based Supervision, half-yearly basis along with compliance officer

  • Trading Member Holding, quarterly basis

  • Reporting Quarterly Compliance Certificate along with Compliance officer

  • Reporting Client Funding to Exchanges on Monthly basis

  • Verifications of DIS such as Delivery Out, Account Transfer, Inter Depository, Inter-settlements, CM Pool Transfer

  • Entering DIS such as Delivery Instructions for Market Trades, Off Market, Inter Depository, Inter-settlement. CM-Pool A/C Transfer

  • Processing Trade File for daily transactions

  • Skilled in MS Excel, Outlook and Word

  • Understanding of stock broking operations and above average skills in reconciliation and settlement activity

  • Graduate Degree in Commerce

  • Passionate, driven and result oriented

  • Minimum 1 to 3 years of prior work experience in stock broking operations

  • Proficient in written English and communication skills

  • Good analytical and interpersonal skills

Mobile Application Developer

  • Contribute to our mobile apps.

  • Integrate with our backend services to make sure we are delivering a great mobile user experience that¿s super-fast for end users.

  • Help improve code quality through within unit tests, automation and performing code reviews.

  • Participate in brainstorming sessions and have the chance to contribute innovative and original ideas to our technology, algorithms and product.

  • Work with the product and design team to understand end-user requirements and use cases, then translate that into a pragmatic and effective technical solution.

  • Dive into difficult problems and successfully deliver results within a schedule

  • Degree in Computer Science or related field.

  • Experience in Android/iOS application development.

  • Experience with modern JS framework such as ReactNative/React, Redux, Angular JS, etc. is preferred.

  • Ability to showcase apps developed previously will be a plus.

  • Must be analytical, self-driven and proactive in keeping up with new technologies and programming languages.

  • Must have excellent problem solving skills and love technical challenges.

  • Must be able to take initiative to be productive and efficient.

  • Fresh graduates are welcome to apply

  • Excellent command of spoken and written English

  • Excellent interpersonal and communication skills, both verbal and written

  • Client-oriented, pleasant, meticulous and obliging disposition

  • Outspoken, initiative, self-motivated and client centric

  • Flexible and ability to prioritize tasks and manage multiple tasks at single instance within compressed times

Compliance Manager

  • Compliance responsibilities:

  • Providing compliance/ legal solutions and opinion to the Management and making processes and systems seamless without exposing the Organization Compliance risks

  • Ensure compliances, timely filings, submissions etc applicable to the Company under various Licenses including but not limited to compliances under the SEBI (Stock Brokers and sub-Brokers) Regulations, 1992, exchange rules, circulars, bye laws etc, SEBI (Mutual Funds) Regulations, 1996 , SEBI (Depositories and Participants) Regulations, 2018, SEBI (Investment Advisers) Regulations, 2013, SEBI (Prohibition of Insider Trading) Regulations, Prevention of Anti Money Laundering Act, 2002 (PMLA ¿AML and CFT), Know Your Customer Guidelines(KYC, e-KYC, C-KYC) and amendments thereof.

  • Update the Management and other Process Owners about amendments in applicable laws or new Laws applicable to the Company, Circulars issued by SEBI/Depositories/Exchanges from time to time along with action required to ensure compliances with the amended/new laws

  • Liaising with various regulators, industry associations, legal counsels of the company and Government departments (SEBI, AMFI, Reserve Bank of India, Registrar of Companies, FIPB etc.)

  • Handling Concurrent, Internal and External audits, Inspections by SEBI/Depositories/ Exchanges or any other bodies.

  • Co-ordination with Statutory, Internal & Secretarial Auditors

  • Suggest actions for rectification/ improvements regarding non- compliances/ processes and implement & maintain a process for control and follow up of rectification, corrective action

  • Timely resolution to the Compliance queries raised by various functions/departments

  • Contribute to the long term business strategies and plans and annual business plans

  • Handling Investor Grievances as per regulatory guidelines

  • Reviewing & updating the Company forms, Process notes, Website and other internal documents in line with applicable regulations

  • Liaising with Exchanges, Depositories for routine matters

  • Any other compliance matters as assigned from time to time


  • Secretarial & Legal Responsibilities:

  • Ensuring compliance with the provisions of the Companies Act, 1956/ 2013 and amendments therein, Foreign Exchange Management Act, 1999, Stamps Act, SEBI Rules, RBI norms for the Company and its Group Companies and such other regulations that might apply be applicable to Companies operating in the financial services sector

  • Managing all aspects of Board, Committee, Shareholders meetings for the Company and its Group Companies including but not limited to preparation and consolidation of Board Packs (Agenda Papers), preparation of minutes and circulation of action items for the next board meeting;

  • Manage all aspects of Capital Infusion and Fund raising activities and share matching exercise;

  • Maintenance and updation of statutory registers and records

  • Convening meetings of the Board of Directors, committees / meetings of the industry aimed at bringing in new legislations / amending existing legislations and lead such discussions

  • Drafting, Vetting, Negotiation and Execution of various legal documents like agreements, MOUs, POAs, Legal Notices, undertakings etc;

  • Any other legal and secretarial matters as assigned from time to time

  • Must be a member of the Institute of Company Secretaries of India

  • Should possess 8-10 years of working experience in legal and secretarial functions

  • Excellent command of spoken and written English. High quality communication skills and have good influencing capabilities

  • Excellent interpersonal and communication skills, both verbal and written

  • Client-oriented, pleasant, meticulous and obliging disposition

  • Outspoken, initiative, self-motivated and client centric

  • Flexible and ability to prioritize tasks and manage multiple tasks at single instance within compressed times

  • Should be a quick learner, proactive and be highly business focused

Customer Service Executive

  • Provide clients with information about products/new offerings and enhancements etc.

  • Resolve client queries and grievances via telephone, email and live chat

  • Refer unresolved customer grievances to designated departments for further investigation and coordinate with internal departments to resolve client queries

  • Assist prospective clients in account opening and other related matters

  • General filing and other related support tasks

  • Graduate Degree in Commerce preferred

  • 3-5 years of relevant experience in a broad range of sales support related roles in the financial industry

  • Good verbal and written communication skills

  • Able to effectively work under tight deadlines

  • Manage multiple projects independently and simultaneously

  • Strong organizational skills and attention to detail

  • Ability to work in a very fast paced environment

Business Development Manager - Mumbai, Ahmedabad, Bangalore

  • Handling the B2B (business to business) initiative of the company that focuses on developing tie-ups and managing relationships with financial advisors engaged in the business of selling mutual funds and / or insurance / other financial products

  • Exploring opportunities for expanding universe of such existing advisors by introducing Mutual funds/ Life Insurance to other kinds of financial intermediaries (Postal agents, Stock brokers, Tax consultants, etc)

  • Conducting training programs for the financial advisors and being actively involved in their development process

  • Developing business plans and guiding the advisors in execution of the same

  • Business Generation and Opportunity Identification

  • Key Account Acquisition, Management and Relationship Building

  • Planning, forecasting and reviewing of market trends

  • Customer Relationship Management

  • MBA with relevant experience

  • Minimum 3 to 5 years of prior work experience

  • Passionate, driven and result oriented and willing to take ownership

  • Aptitude to constantly learn and update oneself with latest developments in the field of investments

  • Ability for concept selling

  • Effective Communication Skills

Finance Executive

  • Assist in day to day accounting and book keeping

  • Filing and documentation

  • Performing bank and other ledger reconciliations

  • Maintain fixed assets register and AR maintenance

  • Preparation of cash flows, processing staff claims and payments through cheques/DD, NEFT, RTGS including foreign remittances

  • Making sure that accounts/payments are compliant from tax perspective

  • Timely preparation and submission of statutory payments

  • Preparation and timely filing of TDS returns, service tax returns

  • Assist in audit and tax representations and co-ordinate with tax consultants

  • Assist in management reporting and budgeting

  • Bachelors / Masters degree in commerce/accounting, Inter CA, ICWA

  • 2-3 years experience in the field of tax administration and compliance a must

  • 3-5 years experience of working in Finance Department

  • Expertise in office automations tools like MS Office

  • Experience in Financial Systems like Oracle, SAP, Peoplesoft Financials, Sun Systems or any other ERP

  • Good communication skills

Software Developer

  • Assist in project scoping and interact with users to gather requirements

  • Produce well-planned, well-structured, high-quality codes that have been independently unit tested

  • Design, develop, implement and maintain multi-tier web based applications using Java, J2EE, Struts, MVC, Weblogic, XML, Spring, Hibernate, and Oracle, to support business requirements

  • Participate and contribute actively in the complete software development lifecycle, including performance analysis, design, development, and testing

  • Ensure well designed, testable, efficient codes by performing unit testing with test cases and through rigorous integration testing of the entire application

  • Ensure designs are in compliance with specifications

  • Support users by developing design documentation and assistance tools

  • Interact regularly with internal and external teams to address technical issues and provide appropriate solutions through debugging, research, and investigation

  • Develop configuration tools for internal teams to further automate programming tasks that are repetitive

  • Engage in and lead application performance tuning

  • Graduate/Post Graduate degree in Computer Science, Engineering or a related subject

  • Proven working experience in Java development, application of standard software development principles and designing and developing applications using Java EE platforms

  • Experience in developing web applications using at least one popular web frameworks using MVC

  • Object oriented analysis and design using common design patterns

  • Able to respond to technical queries / requests from team members and customers

  • Profound insight of Java and JEE internals (Classloading, Memory Management, Transaction management etc.)

  • Excellent knowledge of Relational Databases, SQL and ORM technologies (Oracle, Hibernate)

  • Experience in the Spring Framework

  • Experience with test-driven development

Senior Operations Executive

  • Complete all transactions assigned, which includes account opening, transaction processing, commission processing and reconciliation of transaction/account opening and other daily operations processes

  • Be quality focused and work efficiently to reduce cost by adopting various automation processes

  • Preparing various types of MIS on a periodic basis

  • Liaising with Fund Houses and Registrars and Transfer Agents with regards to orders and other operational matters

  • Assisting in implementing procedures

  • Proposing new enhancement and products of existing system

  • Ensuring timely and accurate reconciliation actions are performed

  • Ensure smooth operations within the company with a focus to improve company efficiency

  • Ensure query resolution within TAT by coordinating with internal / external parties

  • Receive calls from and make outbound calls to clients to understand their queries and help in resolution

  • Conduct root-cause analysis of client queries and find corrective / preventive action

  • Help clients with possible solution by understanding the regulatory framework and operation workflow

  • Conduct period calls with clients on pending queries / escalations

  • Prepare weekly data for clients giving comparative analysis of total transactions processed, margin of error, status of open queries etc.

  • Prepare and maintain query master for each client

  • Ensure queries are not repeated by implementing permanent solution

  • Liaise with RnTs and AMCs with regards to orders and other operational matters

  • Assist in implementing procedures to streamline the Operations daily work and improve efficiencies and revising of workflows

  • Any Graduation with relevant experience / Graduate Degree in Commerce

  • Minimum 4 to 6 years of prior work experience in mutual fund operations preferred

  • Skilled in MS Excel, Outlook and Word

  • Understanding of commission calculation and above average skills in reconciliation and settlement activity

  • Passionate, driven and result oriented

  • Proficient in written English and communication skills

  • Good analytical and interpersonal skills

Applicants are invited to email us a comprehensive resume with qualifications, skills and working experience, and expected salary to The Human Resource Manager at recruitin@ifastfinancial.com

All applications will be treated in strict confidence. We regret that only shortlisted applicants will be notified. Applicants who have written to us earlier need not re-apply.

Note: Job responsibilities/requirements are representative and are not intended to be a detailed list. Other tasks/abilities may be required of the incumbent, relative to the specific assignment.

Send your resumes at iFAST