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Assistant Manager – Mutual Funds

Experience: 2-5 years
Qualification: Any Graduate/ Post Graduate with NISM Certification
Age: 30-40 years
Location: Belgaum, India

About the Company

Lokmanya Multipurpose Co-operative Society is a leading cooperative
society dedicated to serving the local community in 4 states (Karnataka, Maharashtra, Goa
and Delhi). Our society provides a wide range of financial services, including banking, loans,
investments, insurance, and more. We are committed to delivering superior customer service
and maintaining the highest standards of professionalism

Job Responsibilities

● Ensure compliance with regulatory guidelines and internal policies.
● Oversee day-to-day operations related to mutual fund transactions.
● Collaborate with internal teams to streamline processes and improve efficiency.
● Build and maintain strong relationships with clients, providing expert advice on
mutual fund products.
● Address client inquiries and concerns promptly and professionally.
● Participate in client meetings and presentations as needed.
● Identify and assess potential Sales lines with fund management.
● Develop and implement risk mitigation strategies.
● Stay abreast of market trends and changes in regulations affecting mutual funds.
● Prepare and present reports on fund performance, market trends, and portfolio
● Utilize financial models and tools to conduct performance evaluations.

Skills Required

● In-depth knowledge of mutual fund operations, compliance, and industry best
● Strong analytical skills with the ability to interpret market trends and make informed
● Excellent communication and interpersonal skills.
● Proven ability to work collaboratively in a team-oriented environment.
● Detail-oriented with a commitment to accuracy and quality.

To apply, please send your resume and a cover letter detailing your relevant experience to resume@lokmanyasociety.org.

Our Core Values

At Lokmanya, we believe that a career should be more than just a job; it should be a passion-driven adventure that brings out the best in you. We are not just a company; we are a community of like-minded individuals united by a common purpose: to make a meaningful impact on the world.

At Lokmanya, our core values are the heartbeat of our culture and the driving force behind everything we do. They define who we are as a company and guide our decisions, actions, and interactions with our customers, employees, and partners.


Every job seeker should be aware of online recruitment fraud. Fictitious job postings, fraudulent job offers, and individuals purporting to be recruiters can defraud job seekers, commit financial crimes or steal identities.

Lokmanya Society takes this matter seriously and is actively working to reduce the likelihood of our brand being misrepresented as part of fraudulent activity. Job seekers interested in Lokmanya Society roles should know the following:

  • At no point will Lokmanya Society or anyone recruiting for Lokmanya Society ever asks for money, credit card, or bank account information to complete a job application or be considered for a job.
  • Lokmanya Society employees (including our recruitment teams) use email addresses that end in @lokmanyasociety.org
  • At no point will Lokmanya Society or anyone recruiting for Lokmanya Society ever asks for money, credit card, or bank account information to complete a job application or be considered for a job.
  • Communications you send directly to Lokmanya Society or anyone recruiting for Lokmanya Society should only go to email addresses ending in@lokmanyasociety.org

These fraudulent job postings or “recruiters” may ask job seekers for money, banking details, or other personally identifiable information.Recruiting scams have become more sophisticated and can appear as legitimate recruitment activities of reputable companies and often use third-party websites or direct email approaches. Caution should always be shown when sharing personal information and we hope that by highlighting these developments, unsuspecting job seekers will not be duped by these scams.

Generally, job seekers should watch out for: Incorrect domain names or email addresses: Check for misspellings of hiring companies or emails from domains that do not match the hiring company.Use of messaging services: Legitimate companies won’t conduct job interviews through messaging services like Google Hangouts, Yahoo Messenger, or Facebook Messenger. Unclear or broad job descriptions: Scammers use broad, vague job descriptions to capture a wide net of potential targets. Legitimate job ads will have a clear description of what your duties would be and will list the requirements for the job.The “dream” job offer: Extremely high compensation for a position that requires no skills or experience or job offers without any interview process… If it’s “too good to be true” it is likely fraudulent.

Requests for financial information: Be wary of any ask for money, credit card, or bank account information to complete a job application or create eligibility for a job. Requirements to purchase training or equipment: If a company wants you to pay for training materials or equipment before it will consider you for a job, it is likely fraudulent.