Position Overview We are seeking a dynamic and driven Relationship Manager – to join our team. The role involves building strong relationships and onboarding new distributors, and actively generating leads to expand our distribution network. The candidate will play a pivotal role in business development and ensure consistent growth in distributor partnerships. Key Responsibilities New Distributor Acquisition o Actively identify, source, and generate leads for potential mutual fund distributors. o Convert prospective leads into active distributors by presenting our value proposition, support system, and business opportunities. o Meet monthly and quarterly targets for distributor onboarding. Relationship Management o Maintain and nurture relationships with existing distributors to ensure continued business engagement. o Act as the primary point of contact for distributor support, training, and query resolution. o Conduct regular meetings, calls, and presentations to strengthen engagement. Business Growth o Drive business through distributors by motivating them with campaigns, business tools, and regular updates. o Track distributor performance and provide guidance for improved sales and client acquisition. Key Skills & Competencies Strong networking and relationship-building ability. Proven track record in sales / business development (preferably in mutual funds, financial products, or BFSI sector). Excellent communication, presentation, and negotiation skills. Ability to work under targets and deliver consistent results. Job Types: Full-time, Part-time, Fresher Pay: ₹10,500.00 - ₹15,000.00 per month Benefits: Provident Fund Expected Start Date: 03/09/2025
Mutual Fund distribution company looking for strong field sales executives, who can meet people directly, generate business, identify areas with good customer response and has good management skills. Candidate will be responsible for developing sub-broker network and will also manage and support them in growing business. Key skills required - Good communication skills, willingness to travel and basic sales knowledge, Profile preferred - People with sales profile with any bank in regards to CASA or experienced credit card and financial product sales officers would be most suitable. Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹25,000.00 per month Work Location: In person
Mutual Fund distribution company looking for strong field sales executives, who can meet people directly, generate business, identify areas with good customer response and has good management skills. Candidate will be responsible for developing sub-broker network and will also manage and support them in growing business. Key skills required - Good communication skills, willingness to travel and basic sales knowledge, Profile preferred - People with sales profile with any bank in regards to CASA or experienced credit card and financial product sales officers would be most suitable. Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹25,000.00 per month Work Location: In person
*Job Description:* We are looking for a dynamic and results-driven CSE to join our team. The ideal candidate will be responsible for making outbound calls to mutual fund agents, insurance agents, and other potential clients to generate leads for the company. The role involves presenting our products/services, building relationships, and identifying business opportunities through effective communication. The Telecaller will be expected to maintain accurate records of calls and follow up with prospects to ensure successful lead conversion. *Key Responsibilities:* - Make outbound calls to potential leads from mutual fund and insurance agent databases. - Engage with prospects, introduce the company’s offerings, and generate interest. - Follow up with leads and assist in the sales process. - Meet or exceed daily/weekly lead generation targets. - Maintain a positive and professional relationship with leads. *Skills & Qualifications:* - Strong communication and interpersonal skills. - Ability to engage prospects and build rapport over the phone. - Fluency in *Hindi, English, and Bengali* is required. - Experience in telemarketing, sales, or lead generation is a plus. - Goal-oriented with a strong drive to meet targets. Job Types: Full-time, Permanent Pay: ₹12,000.00 - ₹15,000.00 per month Ability to commute/relocate: Chittaranjan Avenue, Kolkata, West Bengal: Reliably commute or planning to relocate before starting work (Preferred) Education: Bachelor's (Preferred) Experience: total work: 1 year (Preferred) Office Admin work: 1 year (Preferred) Language: English (Preferred) Work Location: In person
*Job Description:* We are looking for a dynamic and results-driven CSE to join our team. The ideal candidate will be responsible for making outbound calls to mutual fund agents, insurance agents, and other potential clients to generate leads for the company. The role involves presenting our products/services, building relationships, and identifying business opportunities through effective communication. The Telecaller will be expected to maintain accurate records of calls and follow up with prospects to ensure successful lead conversion. *Key Responsibilities:* - Make outbound calls to potential leads from mutual fund and insurance agent databases. - Engage with prospects, introduce the company’s offerings, and generate interest. - Follow up with leads and assist in the sales process. - Meet or exceed daily/weekly lead generation targets. - Maintain a positive and professional relationship with leads. *Skills & Qualifications:* - Strong communication and interpersonal skills. - Ability to engage prospects and build rapport over the phone. - Fluency in *Hindi, English, and Bengali* is required. - Experience in telemarketing, sales, or lead generation is a plus. - Goal-oriented with a strong drive to meet targets. Job Types: Full-time, Permanent Pay: ₹12,000.00 - ₹15,000.00 per month Ability to commute/relocate: Chittaranjan Avenue, Kolkata, West Bengal: Reliably commute or planning to relocate before starting work (Preferred) Education: Bachelor's (Preferred) Experience: total work: 1 year (Preferred) Office Admin work: 1 year (Preferred) Language: English (Preferred) Work Location: In person
Accountant (Zoho Books Specialist) Overview We are seeking a proactive Accountant with mandatory, hands-on expertise in Zoho Books and the Zoho Finance Suite. This role is crucial for managing our financial integrity and ensuring strict regulatory compliance. Core Responsibilities The primary duty is to manage end-to-end accounting, including Accounts Payable, Accounts Receivable, General Ledger, and bank reconciliations, exclusively within Zoho Books. Compliance & Reporting: * Ensure all financial activities and records maintain full compliance with Indian taxation laws, specifically the GST (Goods and Services Tax), and manage the accurate, timely filing of all statutory returns (GSTR, TDS/TCS). * Generate essential financial reports (P&L, Balance Sheet) and support budgeting processes. Treasury & Administration: * Manage cash flow, process vendor payments, and handle payroll records. * Execute necessary banking transactions, which requires occasional visits to the bank as and when needed for deposits or documentation. Qualifications * Education: B.Com or M.Com degree. * Software: Proven expertise in Zoho Books is non-negotiable. * Knowledge: Strong understanding of Indian GST and TDS regulations. * Skills: High level of accuracy and exceptional attention to detail. Job Types: Full-time, Permanent Pay: From ₹18,000.00 per month Benefits: Health insurance Work Location: In person
Responsible for handling office administrative support , including filing and maintaining physical and digital records, managing document movement, and ensuring proper documentation. Duties include assisting staff and visitors , coordinating day-to-day office activities, and supporting smooth internal operations. The role also involves basic office upkeep , monitoring supplies, and ensuring a clean and organized work environment. The candidate will assist with routine operational tasks, support team members as required, and contribute to the efficient functioning of the office. Job Type: Full-time Pay: ₹10,000.00 - ₹12,000.00 per month Work Location: In person
We are looking for a candidate with strong knowledge of Income Tax, GST, and Audit . The role involves handling internal and statutory audits , performing verification procedures, preparing audit working papers, and assisting in audit documentation. Key Responsibilities: Conduct and support internal and statutory audit assignments Perform audit verification and documentation Prepare and review audit working papers Handle Income Tax and GST compliance and filings Coordinate with clients for data and information requirements Lead and support team members to ensure timely completion of work Requirements: Relevant qualification in Semi-qualified CA / M.Com / MBA (Finance) Experience in audit and taxation Ability to lead a team and work collaboratively Job Type: Full-time Pay: ₹18,000.00 - ₹22,000.00 per month Education: Bachelor's (Preferred) Experience: Auditing: 3 years (Preferred) Work Location: In person
Responsible for handling office administrative support , including filing and maintaining physical and digital records, managing document movement, and ensuring proper documentation. Duties include assisting staff and visitors , coordinating day-to-day office activities, and supporting smooth internal operations. The role also involves basic office upkeep , monitoring supplies, and ensuring a clean and organized work environment. The candidate will assist with routine operational tasks, support team members as required, and contribute to the efficient functioning of the office. Job Type: Full-time Pay: ₹10,000.00 - ₹12,000.00 per month Work Location: In person
We are looking for a candidate with strong knowledge of Income Tax, GST, and Audit . The role involves handling internal and statutory audits , performing verification procedures, preparing audit working papers, and assisting in audit documentation. Key Responsibilities: Conduct and support internal and statutory audit assignments Perform audit verification and documentation Prepare and review audit working papers Handle Income Tax and GST compliance and filings Coordinate with clients for data and information requirements Lead and support team members to ensure timely completion of work Requirements: Relevant qualification in Semi-qualified CA / M.Com / MBA (Finance) Experience in audit and taxation Ability to lead a team and work collaboratively Job Type: Full-time Pay: ₹18,000.00 - ₹22,000.00 per month Education: Bachelor's (Preferred) Experience: Auditing: 3 years (Preferred) Work Location: In person