Responsibilities & Duties: ● Manage emails, information, and other communications; answer where possible – highlight and prioritise those that need MD attention ● Plan and maintain MD’s calendar and recurring tasks, arrange appointments, organise and set agendas and action points for all his meetings. ● Act as ‘follow-up Manager’ across the Board and Senior Leadership Team to ensure that a wide range of agreed actions are being executed. ● Type up notes, emails, presentations, and reports; circulate and file information effectively.Organizing and coordinating meetings, including preparing agendas and taking minutes. Drafting letters, memos, and presentations. ● Book transport and accommodation as and when required. ● Attend Senior Leadership Team meetings, off-site quarterly days, and other strategic meetings to take notes and action points. ● Collaborate effectively with all staff, clients, and suppliers ● Provide good relationship management with the client ● Deliver timely and outstanding assigned tasks, assisting with special projects and initiatives as assigned by the MD. Monitor industry trends and competitor activities to identify opportunities for growth Represent the company at industry events, conferences, and meetings Ensure compliance with all regulatory requirements and company policies Develop and maintain strong relationships with key stakeholders, including clients, suppliers, and partners Support the Managing Director in decision-making processes and provide input on key business initiatives Skills and Qualifications: · Education : A Master's in Business Administration or a related field is often preferred, but equivalent experience may be considered. · Excellent Communication Skills: Both written and verbal, for effective communication with various stakeholders. · Microsoft Office Proficiency: Strong skills in Microsoft Word, Excel, PowerPoint, and Outlook are essential for document creation, data management, and communication. · Adaptability and Flexibility: The ability to adapt to changing priorities and handle unexpected situations is crucial. Strong Organizational Skills : Ability to manage multiple tasks and priorities effectively. Proficiency in Microsoft Office Suite : Including Word, Excel, PowerPoint, and Outlook. Problem-Solving Skills : Ability to identify and resolve issues independently. Time Management Skills : Ability to work under pressure and meet deadlines. Job Type: Full-time Pay: ₹20,000.00 - ₹25,000.00 per month Schedule: Day shift Fixed shift Work Location: In person
Description: Market Research and Analysis Serve as the primary point of contact for key clients, managing relationships, addressing inquiries, and resolving issues in a timely and efficient manner. Proactively engage with clients to understand their financial goals, risk tolerance, and investment needs, and recommend suitable mutual fund and insurance products. Sales Collaborate for client acquisition and retention efforts, providing product expertise, sales materials, and client insights to drive sales opportunities. Develop sales strategies and marketing campaigns to promote mutual fund and insurance products and services. Marketing Initiatives Develop and implement client service strategies and initiatives to enhance client satisfaction, retention, and loyalty. Continuously monitor client feedback, market trends, and competitive dynamics to identify opportunities for improvement and innovation. Customer Relationship Management Oversee the day-to-day operations of the client service function, ensuring compliance with regulatory requirements, service level agreements (SLAs), and internal policies and procedures. Implement best practices and process improvements to streamline workflows, optimize efficiency, and enhance the overall client service experience. Administrative Tasks Establish key performance indicators (KPIs) and metrics to track the performance of the client service and evaluate the effectiveness of client service strategies. Generate regular reports and analyses to provide insights into client service performance, trends, and areas for improvement. Other Details: Education/Qualification :Master’s/ bachelor’s degree in business administration, Marketing, Finance, or a related field. Experience: Prior experience in sales or marketing roles (preferred but not required). Skills Strong interest in sales, marketing, and the financial services industry. Excellent communication skills, both verbal and written. Ability to work independently as well as part of a team. Proficiency in Microsoft Office suite (Word, Excel, PowerPoint). Attention to detail and organizational skills. Job Type: Full-time Pay: ₹10,000.00 - ₹30,000.00 per month Schedule: Day shift Fixed shift Work Location: In person
Description: Market Research and Analysis Serve as the primary point of contact for key clients, managing relationships, addressing inquiries, and resolving issues in a timely and efficient manner. Proactively engage with clients to understand their financial goals, risk tolerance, and investment needs, and recommend suitable mutual fund and insurance products. Sales Collaborate for client acquisition and retention efforts, providing product expertise, sales materials, and client insights to drive sales opportunities. Develop sales strategies and marketing campaigns to promote mutual fund and insurance products and services. Marketing Initiatives Develop and implement client service strategies and initiatives to enhance client satisfaction, retention, and loyalty. Continuously monitor client feedback, market trends, and competitive dynamics to identify opportunities for improvement and innovation. Customer Relationship Management Oversee the day-to-day operations of the client service function, ensuring compliance with regulatory requirements, service level agreements (SLAs), and internal policies and procedures. Implement best practices and process improvements to streamline workflows, optimize efficiency, and enhance the overall client service experience. Administrative Tasks Establish key performance indicators (KPIs) and metrics to track the performance of the client service and evaluate the effectiveness of client service strategies. Generate regular reports and analyses to provide insights into client service performance, trends, and areas for improvement. Other Details: Education/Qualification :Master’s/ bachelor’s degree in business administration, Marketing, Finance, or a related field. Experience: Prior experience in sales or marketing roles (preferred but not required). Skills Strong interest in sales, marketing, and the financial services industry. Excellent communication skills, both verbal and written. Ability to work independently as well as part of a team. Proficiency in Microsoft Office suite (Word, Excel, PowerPoint). Attention to detail and organizational skills. Job Type: Full-time Pay: ₹10,000.00 - ₹30,000.00 per month Schedule: Day shift Fixed shift Work Location: In person
As a Manager-Sales at Arth Vipra Finvest Pvt Ltd, you will play a crucial role in leading the mutual fund and insurance sales division. Your responsibilities will include conducting market research and analysis, developing strategic sales plans, and implementing marketing initiatives to drive revenue growth and market share. You will also be responsible for managing customer relationships, overseeing administrative tasks, and collaborating with internal stakeholders to align sales strategies with overall business objectives. Key Responsibilities: 1. Market Research and Analysis: Develop and implement strategic sales plans to achieve revenue targets and profitability. Define sales objectives, set performance metrics, and establish action plans to meet business goals. 2. Sales: Lead a team of sales managers and representatives, providing guidance, coaching, and support to maximize individual and team performance. Foster a culture of excellence, collaboration, and continuous improvement. 3. Marketing Initiatives: Build and maintain relationships with key clients, partners, and industry stakeholders. Identify client needs, customize solutions, and deliver value-added services in collaboration with the sales team. 4. Customer Relationship Management: Identify new market opportunities and industry trends to capitalize on growth potential. Develop and execute market penetration strategies targeting specific segments and geographic regions. 5. Administrative Tasks: Oversee all aspects of sales operations, including forecasting, budgeting, pipeline management, and performance tracking. Analyze sales data and market trends to assess performance and drive decision-making. 6. Cross-Functional Collaboration: Work closely with internal stakeholders to ensure alignment of sales strategies with overall business objectives. Drive initiatives to enhance sales effectiveness, streamline processes, and optimize resource allocation. Education/Qualification/Training: - Masters/bachelor's degree in business administration, Marketing, Finance, or related field. - NISM exam-module VB: Mutual Fund Distributors (certification required within a month of joining) Experience: - Prior experience in sales roles in the BFSI sector. Skills: - Proven expertise in mutual fund and insurance sales. - Strong leadership and management skills. - Strategic thinker with excellent analytical abilities. - Exceptional communication, negotiation, and relationship-building skills. - Ability to thrive in a fast-paced, dynamic environment and drive change and innovation. Job Type: Full-time Work Location: In person,
Ensuring day-to-day transactions such as accounts payable, cash receipts and accounts receivable, credit card transactions, and payroll are recorded properly. Performing timely and accurate month-end journal entries and balance sheet reconciliations (e.g., net assets, investments, revenue, expenses, payroll allocations, etc.), ensuring that accounting schedules are updated and accurate. Ensuring proper revenue and expense recognition. Monitoring cash and investment balances and performing cash flow forecasting. •Ensuring all finance and accounting operations comply with generally accepted accounting principles (GAAP) and federal and state laws and regulations. Assisting the Director and budget managers in developing and monitoring departmental, project, and organizational budget; assisting with monthly financial reporting needs. Performing fiscal year-end close activities and assisting with activities and requirements of external auditors. Communicating regularly with the Director of Finance and Head of the Department. Continually seeking and implementing opportunities to streamline and improve finance and accounting operations through technology including training staff to better utilize financial and accounting software. Managing select administration activities, such as state unemploy. Other duties as assigned to meet organizational requirements. Job Type: Full-time Pay: ₹20,000.00 - ₹35,000.00 per month Work Location: In person