About the job: Key responsibilities: 1. Being the face of Anytime Invest in front of clients by living and embodying the company's core values of client centricity and empathy. 2. Would be responsible for Relationship Building & Management with the customer for Sales & Services of Financial Products of Anytime Invest. [Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management, etc.] 3. Manage customers in the branch or through client visits & provide Financial / Investment Advisory. 4. Develop new relations through referencing & other sources. 5. Generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations of the organization. 6. Having fantastic, value creating & memorable conversations with clients every single day! 7. Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and monitoring those solutions. 8. Managing investment portfolios and making people ready to meet their financial goals by following the financial planning process. 9. Identify & recruit right quality partners to build a strong partner base. 10. Ensure that the selling through team of partners is aligned to all business quality metrics. 11. Be the first point of contact for the customer to authenticate to concerns raised and validate with authorities. Who can apply: Only those candidates can apply who: are from Delhi only Salary: ₹ 2,00,000 - 3,00,000 /year Experience: 0 year(s) Deadline: 2025-06-21 23:59:59 Skills required: Team Management, Sales and Effective Communication About Company: 'Anytime Invest is a one stop shop for all type of investment, and finance related services, we at anytime invest believes in getting all theses under one umbrella to provide end to end customer service and satisfaction. Anytime Invest is a Financial Advisory services of Mutual Funds registered with AMFI, which had been providing similar services for over years, to the satisfaction of its clients. Anytime Invest offers a wide array of products and services, including integrated Financial planning, Wealth management, Tax Consulting services , Insurance & Mutual Fund. We also have a platform to provide opportunities to individuals to start there own business, we live with people's dream and aim to help people achieve their goals.'
JOB DESCRIPTION | INVESTMENT MANAGER At Anytime Invest, we measure our success by a singular parameter- the value that we create for our clients. Our biggest "wins" are happy clients. In sync with this core belief, the experience that you create for your clients will determine your long-term growth and success as an Investment Manager at Anytime Invest. Desired Candidate Profile: * Graduation Degree is required. * Clear Interest in Financial Planning/ Investment Advisory as a career path. * Excellent communication skills, ability to articulate thoughts and have meaningful conversations with people. * Above average grasp over both English & Hindi. * Desire to learn about how Financial Instruments can be ethically used to create long term value for investors . * Genuine desire to "Help" people and make a difference to their financial lives. * Ability to multi task, be highly organized and follow organizational processes in a disciplined way. * Any added certifications in financial planning (such as CFP) will be an added advantage. Preferred Work Experience: * 1-3 years, We are different in the way we work; so, we prefer clean slates! * We actively defy a lot of preconceived notions that people have about the financial services industry- that it is meant to be target centric, revenue driven, and the like. As an Investment Manager at Anytime Invest. Perks and Benefits: Salary + Lucrative Incentive
JOB DESCRIPTION | BUSINESS DEVELOPMENT EXECUTIVE At Anytime Invest, we measure our success by a singular parameter- the value that we create for our clients. Our biggest "wins" are happy clients. In sync with this core belief, the experience that you create for your clients will determine your long-term growth and success as an Business Development Executive at Anytime Invest. Role & Responsibilities: * Being the face of Anytime Invest in front of clients by living and embodying the company's core values of client centricity and empathy. * Would be responsible for Relationship Building & Management with the customer for Sales & Services of Financial Products of Anytime Invest. [Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management, etc.] * Manage customers in the branch or through client visits & provide Financial / Investment Advisory. * Develop new relations through referencing & other sources. * Generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations of the organization. * Having fantastic, value creating & memorable conversations with clients every single day! * Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and monitoring those solutions. * Managing investment portfolios and making people ready to meet their financial goals by following the financial planning process. * Identify & recruit right quality partners to build a strong partner base. * Ensure that the selling through team of partners is aligned to all business quality metrics. * Be the first point of contact for the customer to authenticate to concerns raised and validate with authorities. Desired Candidate Profile: * Pursuing Master's Degree or Bachelor's Degree. * Clear Interest in Financial Planning/ Investment Advisory as a career path. * Manage customer meetings and sales process. * Conducting market research for generating business thereby adding for revenue generation. * Ensuring customer satisfaction. * Excellent communication skills ,ability to articulate thoughts and have meaningful conversations with people. * Above average grasp over both English & Hindi. * Desire to learn about how Financial Instruments can be ethically used to create long term value for investors . * Ability to multi task, be highly organized and follow organizational processes in a disciplined way. Preferred Work Experience: * 0-3 years We are different in the way we work; so, we prefer clean slates! * We actively defy a lot of preconceived notions that people have about the financial services industry- that it is meant to be target centric, revenue driven, and the like. As an Business Development Executive at Anytime Invest. Perks and Benefits: Salary + Lucrative Incentive
JOB DESCRIPTION | BRANCH MANAGER At Anytime Invest, We are seeking a highly accomplished Branch Manager with extensive expertise in Investment Management, Stock Broking, and Mutual Funds to lead our branch operations. The ideal candidate will be responsible for driving revenue growth, managing a high-performing team, and delivering exceptional client experiences while ensuring compliance with industry standards. This role requires a strategic thinker with a proven track record in acquiring and managing HNI/UHNI, Retail, and Corporate Clients, as well as fostering long-term relationships to achieve business objectives. and The ideal candidate to oversee all functions of our new location from the hiring of employees to managing customer relations to implementing business strategies. Applicants should have a good combination of analytical and communication skills as well as the ability to adapt to a constantly evolving industry landscape. Role & Responsibilities: * Being the face of Anytime Invest in front of clients by living and embodying the company's core values of client centricity and empathy. * Drive the sales and distribution of a diverse portfolio of financial products, including Mutual Funds, Equities, Insurance, and other investment instruments. * Recruit, train, mentor, and retain a team of highly motivated financial professionals, ensuring alignment with organizational goals. * Increase Revenue and AUM by acquiring new HNI/ UHNI, Retail, and Corporate Clients, and existing clients base through cross-selling. * Would be responsible for Relationship Building & Management with the team and customer for Sales & Services of Financial Products of Anytime Invest. [Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management, etc.] * Liaison with Dealing Desk for revenue generation and query resolution. * Develop new relations through referencing & other sources. * Ensure individual and team performance. * Ensure smooth day-to-day operations of the branch within the given guidelines, framework and budgets. * Ensure compliance as per various regulator and organization guidelines. * Having fantastic, value creating & memorable conversations with clients every single day! * Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and monitoring those solutions. * Managing investment portfolios and making people ready to meet their financial goals by following the financial planning process. * Identify & recruit right quality partners to build a strong partner base. * Ensure that the selling through team of partners is aligned to all business quality metrics. Desired Candidate Profile: * Bachelor's degree in Finance, Business Administration, or a related field (Master's/MBA preferred). * Proven experience in team handling, including recruitment, training, and retention. * Strong understanding of financial products and services, with expertise in relationship management. * Demonstrated success in achieving sales targets and growing AUM. * Ability to multi task, manage multiple projects at once, be highly organized and follow organizational processes in a disciplined way. * Strong interpersonal and communication skills. * Strategic thinking with a focus on results. Preferred Work Experience: * Minimum of 3-5 years of experience in Investments, Stock Broking, Mutual Funds, or related financial services. Perks and Benefits: * Salary + Lucrative Incentive + Bonus
About the job: Key responsibilities: 1. Identify and pursue new business opportunities through networking, research, and client meetings. 2. Develop and maintain relationships with prospective and existing clients. 3. Understand client needs and present tailored solutions using the company's products or services. 4. Prepare and deliver compelling presentations and proposals to potential clients. 5. Collaborate with internal teams (marketing, operations, finance) to ensure client satisfaction and successful delivery. 6. Track sales activities, update CRM systems, and provide regular sales reports to management. 7. Attend industry events, conferences, and networking sessions to expand professional network. 8. Meet and exceed monthly/quarterly sales targets and KPIs. Who can apply: Only those candidates can apply who: Salary: ₹ 2,16,000 - 3,20,000 /year Experience: 0 year(s) Deadline: 2025-08-06 23:59:59 Skills required: Lead Generation and Effective Communication Other Requirements: 1. Experience in Financial services industry. About Company: Anytime Invest is a one-stop shop for all types of investment and finance-related services. We believe in offering a comprehensive range of services under one umbrella to ensure end-to-end customer satisfaction. As a financial advisory service registered with AMFI, Anytime Invest has been providing expert mutual fund services for years, building a strong reputation for client satisfaction. Our offerings include integrated financial planning, wealth management, tax consulting services, insurance, and mutual funds. In addition, we provide a platform for individuals to explore opportunities to start their own businesses. At Anytime Invest, we are passionate about helping people achieve their financial goals and make their dreams a reality.
About the job: Key Responsibilities: 1. Make outbound calls to prospective customers and explain products/services. 2. Handle inbound queries and provide accurate information. 3. Generate leads and schedule meetings for the sales team. 4. Maintain client database and update records in Excel/CRM. 5. Follow up with clients for feedback and closure. Who can apply: Only those candidates can apply who: Salary: ₹ 2,04,000 - 2,40,000 /year Experience: 0 year(s) Deadline: 2025-10-08 23:59:59 Skills required: Client Relationship and Effective Communication Other Requirements: 1. Good communication skills in English and Hindi (additional languages a plus). 2. Basic knowledge of MS Excel / CRM. 3.Confident, persuasive, and target-oriented. About Company: 'Anytime Invest is a one stop shop for all type of investment, and finance related services, we at anytime invest believes in getting all theses under one umbrella to provide end to end customer service and satisfaction. Anytime Invest is a Financial Advisory services of Mutual Funds registered with AMFI, which had been providing similar services for over years, to the satisfaction of its clients. Anytime Invest offers a wide array of products and services, including integrated Financial planning, Wealth management, Tax Consulting services , Insurance & Mutual Fund. We also have a platform to provide opportunities to individuals to start there own business, we live with people's dream and aim to help people achieve their goals.'