As a CS Trainee, your main responsibilities will include preparing annual reports, agendas, and minutes for Board and various Committee meetings or General Meetings. You will also be responsible for filing e-forms with the Registrar of Companies and maintaining statutory registers as required under the Companies Act, 2022. Additionally, you will assist in conducting Board and General Meetings and ensure compliance with SEBI regulations by filing quarterly, half-yearly, and annual compliances. In this role, you will also be tasked with preparing various letters and reports as needed. The essential skills and competencies for this position include being a hard worker, self-motivated, and having good communication skills. The ideal candidate should have appeared or passed the CS final exam and possess working knowledge of Microsoft Word and Excel. If you are a fresher looking to kickstart your career in the field of Company Secretaryship, this position offers a great opportunity to gain hands-on experience and grow professionally.,
As an Asst. Manager / Manager in the role of Regional HR at Mumbai within the Financial Services / Broking industry, you will be responsible for handling the complete recruitment life cycle. Your key responsibilities will include developing talent acquisition strategies and hiring plans. You will oversee the on-boarding process, from conducting joining formalities to verifying documents and reference checks. You will also be tasked with creating offer letters and appointment letters. Additionally, you will handle various HR functions such as managing joining formalities, conducting inductions, maintaining HRIS, and overseeing exit formalities and training coordination. Furthermore, you will address employee grievances related to PF, ESI, and other statutory compliance issues, as well as handle HR queries. In this role, you will be in charge of organizing and leading employee engagement activities for Gujarat. Moreover, you may be required to undertake any other tasks as needed from time to time. To excel in this position, you should possess a minimum of 3 years of work experience and hold a Graduate/MBA degree. Strong technical skills and the ability to effectively manage multiple responsibilities are essential. Any additional desirable skills would be considered advantageous.,
As a Relationship Manager Privilege, your primary responsibility will be to acquire quality clients through various channels such as networking, database, market intelligence, and referrals from existing clients. You will be expected to generate Cross Sell revenue through Financial Planning and promote the Focus Product of the month. Additionally, you will need to maintain records of business on internal software and induct new clients to the Central Dealing Desk for seamless interaction and services. Collaborating with the Central Dealing Desk will be crucial for revenue generation and resolving any client queries. Conducting activities for Client Acquisition and Financial Planning will also be part of your role. It is essential to ensure compliance with various regulatory and organizational guidelines to uphold the brand image of the organization. In addition to the key responsibilities, you will also be required to focus on Market Intelligence to identify potential threats and opportunities. Creating a congenial work environment and maintaining the brand image of the organization will be equally important. To be successful in this role, you should have at least 1 year of experience in direct sales, hold a graduate degree or higher qualification, and preferably have a background in Banks, Insurance Companies, or distribution houses. The compensation for this position ranges from 15,000 to 20,000 per month for Category A and up to 15,000 per month for Category B. Meeting targets of 1 RSR in the first year and 3 RSR in the second year is expected. As a Privilege Relationship Manager, it is crucial to adhere to certain guidelines: - Have a minimum of 1 year of experience in direct sales - Maintain job stability with an average of 2 years in each of your last jobs and not more than 1 job change in the last 3 years - Currently be employed and from the same geographical location - Have earned incentives in previous roles - Possess hands-on experience in direct selling to customers without involving franchisee networks or online/telecalling sales - Avoid associations with organizations like IndiaBulls, Emkay, India Nivesh - Demonstrate passion and willingness for fieldwork - Preferably come from a background in Banks, Insurance, distribution, broking, or organizations involved in direct selling - Have good communication skills in English and/or Vernacular language - Candidates rejected in the last 1 year should not be considered for this position.,
As a Senior Manager / AVP in Performance Marketing within the Financial Services / Broking industry, you will be responsible for planning and executing various digital lead generation activities. Your key responsibilities include managing SEM, database, email, social media, display campaigns, affiliates marketing, retargeting, web tracking, and more for both B2B and B2C businesses across all verticals of the Group. You will be tasked with measuring and reporting the performance of all digital marketing campaigns, evaluating them against set goals such as ROI and KPIs. Additionally, you will be required to create and oversee new systems and processes to streamline lead flow, maximize lead utilization across individual businesses, facilitate cross-selling of products, and minimize lead wastage. Analyzing trends and insights to optimize existing campaigns, expenditures, and performance will be a crucial part of your role. You will also need to develop innovative growth and optimization strategies, collaborate closely with various business verticals, creative teams, agencies, IT teams, and other stakeholders to successfully plan and implement campaigns. Your strong analytical skills will be essential in evaluating the end-to-end customer experience across multiple channels and touchpoints. An MBA qualification along with a minimum of 3 years of work experience in a similar role is required for this position. Desirable technical skills and additional qualifications would be advantageous for this role.,
As a Sales Manager, your primary responsibility will be to acquire quality clients (Privilege Category) for Broking & Third Party Products by leveraging networking, database, market intelligence, references from existing clients, and assigned leads from the organization. It is essential to ensure both individual and team performance align with defined norms. One of your key tasks will be recruiting, inducting, handholding, facilitating, and motivating team members, with a focus on retaining high-performing individuals. Another critical aspect of the role is to generate cross-sell revenue through effective financial planning and promoting the Focus Product of the month. You will be required to maintain accurate records of business transactions on internal software and assist in inducting new clients to the Dealing Desk to ensure smooth interaction and services. Collaboration with the Dealing Desk is vital for revenue generation and resolving queries promptly. You will also be responsible for organizing marketing and social activities aimed at client acquisition and financial planning. Compliance with various regulatory and organizational guidelines is a key part of this role to maintain the brand image of the organization. Overall, as a Sales Manager, your focus will be on driving business growth through client acquisition and retention, revenue generation, team management, and maintaining high standards of compliance and brand reputation.,
The Relationship Manager-Wealth is the ultimate face of the business as you will be the final point of contact with the client. You will be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. You are expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. Relationship Managers with prior experience working in a Private bank/wealth management set up are preferred for this role. You should be able to handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes is necessary. Strong analytical skills and ability to work in teams are key attributes for success in this role. Candidates with good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs of stability) will be given preference. As a Relationship Manager, your primary responsibilities will include acquiring Preferred clients (Affluent & Super Affluent), maintaining client relationships, and generating AUM from preferred clients. You will be advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio while deepening the wallet from existing clients. Tracking the Affluent & Super Affluent Client segment in the market for new client acquisition will also be part of your role. You should research, investigate, and update yourself on available investment opportunities/financial market trends to determine whether they fit into clients" portfolios. Coordinating with the product and research team (Centralize CFP Team) for taking investment decisions for the clients will also be essential. Additionally, you may need to conduct and assist in organizing seminars, workshops, and other business development activities. Qualifications required for this position include an MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. You should have a minimum of 3-15 yrs of experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from the BFSI sector with good business/market knowledge. Experience in handling HNI Client Acquisitions and Relationship Management & service is preferred. Desired Skill Set for this role includes the ability to inspire trust and confidence in clients, engage clients in meaningful conversations about their finances, and take an active interest in their financial well-being. A thorough understanding of financial markets, their behavior, movements, and expectations with respect to the market is necessary. You should be able to process several inputs provided by the research team and other sources and apply them to the specific context of several clients, thus generating insights for clients. Good oral and written communication skills with clarity of thought, speech, and expression are essential. Additionally, possessing good interpersonal skills and analytical skills will be beneficial. General Competencies that are valued for this role include a positive attitude, social effectiveness, a high level of perseverance and patience, being assertive and hardworking, and being result-oriented.,
As a Commodity Dealer, your main responsibility will be to generate brokerage primarily through Commodity Trading. You should possess a basic understanding of the Commodity Segment and actively develop and nurture long-term relationships with customers in order to generate brokerage. It is crucial for you to stay informed and up-to-date with the latest trends and developments in the domestic markets. Additionally, you will be accountable for meeting and surpassing the targets set by the organization on a regular basis. Your role as a Commodity Dealer will require a proactive approach, strong communication skills, and a keen eye for market opportunities.,
As a Product & Strategy Manager, your primary job responsibilities will include managing all aspects of mortgage product designing, leading product development, innovation, and implementation of secured products. You will be required to possess multifunctional skills with knowledge of various profiles like product management and process designing. Additionally, you should have experience in Digital Lending within the mortgage space, including digital lending tie-ups for business development. An in-depth understanding and experience in mortgage loans, as well as knowledge of IT systems for lending solutions, will be essential for this role. The essential skills and competencies required for this position include good communication skills, strong domain knowledge, and experience in NBFC or Financial Services (Preferred). A preferred educational qualification for this role is an MBA, and a total of 10-15 years of relevant experience is required. Additionally, excellent Excel skills are necessary for this position.,
As a Product Manager - Investments, you will be responsible for maintaining current and upcoming product information. Your focus will be on developing a business strategy to increase Assets Under Management (AUM) through branch and franchisee channels. In collaboration with the management team, you will design contests and Recognition and Rewards (RNR) programs for the sales and dealing teams. You will be the point of contact for handling queries from the sales team and coordinating with insurance companies for both new and existing product launches. Your role will also involve organizing investment campaigns nationwide, conducting quarterly events at all branches to generate prospect leads, and engaging existing clients by promoting insurance products. Building strong relationships with insurance companies to secure sponsorships for internal employee RNR activities will be a key aspect of your responsibilities. Your proactive approach in liaising with various stakeholders and ensuring effective communication between different teams will contribute to the overall success of the investment products and strategies.,
You will be responsible for managing the product portfolio for Motor Insurance. This includes staying informed about current and upcoming products to ensure accurate information is available. Your role will involve developing business strategies to drive Insurance Business growth through branch channels. You will be in charge of designing contests and recognition programs for the Sales and Dealing Team in collaboration with management. Handling queries from the sales team and communicating with Insurance Companies regarding new and existing product launches will also be part of your duties. Your responsibilities will include conducting nationwide investment campaigns and quarterly events at all branches to attract potential leads and engage existing clients by promoting Insurance Products. Additionally, you will need to establish strong relationships with Insurance Companies to secure sponsorships for organizing recognition and reward activities for internal employees.,
You will be responsible for leading a team of PCG Relationship Managers and Advisors. Your main focus will be on acquiring high value relationships within the HNI & Ultra HNI Clients segment, specifically in EQUITY. This includes managing Large Trader Clients and overseeing Big Ticket size Client Acquisition & service. Your role also involves managing the relationships of HNI clients, with a key emphasis on retaining and enhancing advisory relationships. In addition, you will be expected to generate revenue from new clients and execute cross-sell efforts in alignment with the organization's current focus. The ideal candidate should possess a minimum of 10 years of experience in the banking and broking industries, with a proven track record of managing bank AUM of HNI Clients.,
The role of an HNI Desk Head involves leading a team of HNI Relationship Managers/Advisors or HNI Relationship Managers and Advisors with a focus on acquiring high-value relationships within the HNI & Ultra HNI Clients in the EQUITY sector. This includes managing Large Trader Clients and Big Ticket size Client Acquisition & service. The key responsibilities also include managing relationships with HNI clients, retaining and enhancing advisory relationships, generating revenue from new clients, and executing cross-sell efforts in alignment with the organization's focus. The ideal candidate should have a minimum of 6 years of experience in the broking industries and a proven track record of managing bank AUM of HNI Clients.,