The Role: Support Agent This is a semi-voice process. As a support agent, you will interact with partners and customers on behalf of the organization through support channels such as the HelpDesk, emails, phone, and social media platforms. You will provide customers with information on products and services and resolve any problems the customers might face to ensure high customer satisfaction. You will also get to learn about Wealth Management over time. Responsibilities Receive incoming calls of Partners and Customers and resolve their queries/complaints. Respond to queries/complaints of Partners,Customers&RMs received via tickets/chats. Out-call the RMs, Partners, and Customers when needed (as per business requirements). Explain / Educate the RMs, Partners, and Customers on our tools and products. Provide exceptional Partner / Customer service. Requirements The ideal candidate would have 2-5 years of support experience in the BFSI sector. Good verbal & written communication skills with min.30 words per minute typing speed Good Telephone etiquette and ability to follow SOP and scripts Knowledge of financial products like MF, Insurance, and stocks Experience in MF or KYC or stock broking operations Fluency in English and Hindi (Fluency in more languages will be a plus) Willingness to work in rotational shifts & week offs. Work Location - HSR Layout, Bangalore. Job Type: Full-time Pay: ₹200,000.00 - ₹350,000.00 per year Benefits: Health insurance Paid sick time Paid time off Provident Fund Schedule: Day shift Ability to commute/relocate: HSR Layout, Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (Required) Experience: total work: 2 years (Required) Work Location: In person
As the Investment Product Manager, you will be responsible for owning and evolving the investment products roadmap, specifically focusing on mutual funds. Your key responsibilities will include understanding the needs of advisors and distributors to create intuitive product experiences. You will conduct data-driven analysis to identify trends, performance metrics, and growth opportunities. Ensuring regulatory compliance and seamless integration with Asset Management Companies (AMCs) and backend systems will be crucial aspects of your role. Additionally, you will be required to conceptualize and execute campaigns targeted towards employees and partners to enhance product engagement and drive sales. You should have a minimum of 3 years of experience in Investment product management, with a solid understanding of investment products, particularly mutual funds. Strong analytical and problem-solving skills, coupled with a data-oriented mindset, are essential for this position. Attention to detail, structured thinking, and the ability to work collaboratively with internal teams and end-users to boost product adoption are also key requirements. Experience in sales or collaborating closely with sales/distribution teams will be considered a bonus. Excellent communication and interpersonal skills are necessary to effectively influence cross-functional stakeholders. A business-savvy mindset, coupled with a passion for enhancing customer outcomes, will further contribute to your success in this role. This is a full-time position with benefits including health insurance, paid sick time, paid time off, and Provident Fund. The work schedule is during the day, and the work location is in person. Join us in shaping the future of investment products and driving impactful change in the financial services industry!,
RMS Executive Roles and Responsibilities Handling the entire RMS BOD process of the day (Updating the latest Ledger balances, Holding Balances, Collateral Values, Statement sending to the clients, etc) Managing all the ROD process for the day (Margin Reporting process to Exchanges, Shortfall allocation and checking, Payin Integration checking, etc) Complete all the EOD process for the day (Billing, Reconciliation of STT and Stamp duty, Trades backup, Final exchange allocation file upload, etc) Participate in the Pre-open market session to ensure the Exchange connectivity and order placement. Cross checking the surveillance system and N-MASS portal to ensure the proper collection of client margin on a real-time basis. Acting as a checker for all the BOD processes and other critical activities. Updating the necessary changes in Trading software based on the changes prescribed by the Exchanges. Uploading all the backup files in the internal system called D-pulse on a daily basis and completing the reconciliation process. Ensure the daily MIS report is continuously updated and shared with management. Handling the live issues of the clients and placing the orders based on the client requests. Effectively manage critical situations, including technical issues, manual errors, and unexpected trading anomalies. Monitor client margin requirements and ensure timely follow-up for margin shortfall cases. Skills and Qualifications Education: Bachelor’s Degree Experience: Minimum 2 years of relevant experience in RMS operations. Strong analytical and problem-solving skills. Ability to monitor and manage risk effectively in securities and derivatives markets. Excellent communication and follow-up skills for margin-related processes. Capacity to handle high-pressure and critical trading scenarios efficiently. Job Type: Full-time Pay: ₹15,268.39 - ₹30,154.85 per month Benefits: Health insurance Paid sick time Paid time off Provident Fund Work Location: In person
Key Responsibilities ● Oversee daily mutual fund operations and ensure timely processing of transactions. ● Monitor compliance with regulatory requirements and company policies. ● Identify and implement process improvements to enhance operational efficiency. ● Stay updated on industry regulations (such as SEC rules) and ensure mutual fund operations comply with all relevant legal requirements. ● Manage in-house processing of KYC under CAMS and CVL KRA platforms. ● Implement SEBI regulations and ensure compliance within the organization. ● Monitor and reconcile fund flows, ensuring accuracy and timeliness in settlements. ● Oversee compliance and regulatory processes. ● Monitor the end-to-end transaction journey, including both commercial and non-commercial processes. ● Optimize processes by providing product inputs and simplifying operational activities through interactions with external vendors (RTA, AMCs, Payment Aggregators). ● Handle fund activations, scheme master updating, regulatory circulars, purchases, redemptions, SIPs, portfolio analysis, statement analysis, and NAV checks. ● Prepare SOPs. ● Work on transaction reporting across platforms, including BSE Star, API, and manual reporting (channel transactions). Qualifications ● Minimum of 1+ years of experience in mutual fund operations. ●Strong understanding of financial regulations and compliance requirements. ● Proven track record of process improvement and operational efficiency. ● Excellent communication and interpersonal skills. Job Type: Full-time Pay: ₹200,000.00 - ₹500,000.00 per year Benefits: Health insurance Provident Fund Experience: total work: 1 year (Required) Work Location: In person
Key Responsibilities ● Oversee daily mutual fund operations and ensure timely processing of transactions. ● Monitor compliance with regulatory requirements and company policies. ● Identify and implement process improvements to enhance operational efficiency. ● Stay updated on industry regulations (such as SEC rules) and ensure mutual fund operations comply with all relevant legal requirements. ● Manage in-house processing of KYC under CAMS and CVL KRA platforms. ● Implement SEBI regulations and ensure compliance within the organization. ● Monitor and reconcile fund flows, ensuring accuracy and timeliness in settlements. ● Oversee compliance and regulatory processes. ● Monitor the end-to-end transaction journey, including both commercial and non-commercial processes. ● Optimize processes by providing product inputs and simplifying operational activities through interactions with external vendors (RTA, AMCs, Payment Aggregators). ● Handle fund activations, scheme master updating, regulatory circulars, purchases, redemptions, SIPs, portfolio analysis, statement analysis, and NAV checks. ● Prepare SOPs. ● Work on transaction reporting across platforms, including BSE Star, API, and manual reporting (channel transactions). Qualifications ● Minimum of 3+ years of experience in mutual fund operations. ●Strong understanding of financial regulations and compliance requirements. ● Proven track record of process improvement and operational efficiency. ● Excellent communication and interpersonal skills. Job Type: Full-time Pay: ₹200,000.00 - ₹800,000.00 per year Benefits: Health insurance Provident Fund Experience: total work: 1 year (Required) Work Location: In person
Key Responsibilities 1. Claims Management Oversee end-to-end claims handling for Health (cashless and reimbursement) and Life Insurance. Ensure timely submission and processing of claim documentation. Liaise with insurers to expedite claims approvals and settlements. Coordination & Communication Serve as the single point of contact for all internal and external stakeholders regarding claims. Coordinate with RMs, Partners, and clients to gather necessary claim documents and information. Work closely with the Product and Insurance Operations teams to resolve claim queries. Process Excellence Monitor claim progress and proactively follow up with insurers to avoid delays. Maintain and update claims MIS for accurate tracking and reporting at the company level. Identify process bottlenecks and recommend improvements for faster claim settlements. Compliance & Quality Ensure adherence to regulatory and company compliance requirements for claims. Maintain accurate and complete claim records Key Skills & Competencies Strong knowledge of Health Insurance claim processes (cashless & reimbursement). familiarity with Life Insurance claim processes. Excellent coordination and follow-up skills. Strong communication skills for engaging with clients, insurers, and internal teams. Ability to manage multiple claims across geographies and timelines. Detail-oriented with a process-driven approach. Experience & Qualifications 1–3years of experience in insurance claims management, preferably in Health Insurance. Graduate degree Prior experience in insurer, TPA, or insurance distribution setups will be an advantage. Job Type: Full-time Pay: ₹174,501.46 - ₹458,498.38 per year Benefits: Health insurance Paid time off Provident Fund Ability to commute/relocate: HSR Layout, Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (Required) Experience: TPA: 1 year (Required) Location: HSR Layout, Bengaluru, Karnataka (Preferred) Work Location: In person
Key Responsibilities Relationship Manager 1. Partner Recruitment & Activation Identify, engage, and onboard new partners in line with the defined sales process. 2. Lead Conversion & Business Development Convert quality leads Ensure timely follow-up and closure of opportunities. Maintain strong relationships with partners 3. Product Knowledge & Training Stay updated on new product launches, process enhancements, and policy changes. 4. Sales Process Adherence Follow the defined sales process diligently — from task allocation to execution and reporting. Document activities and updates accurately in the sales process system (CRM). Ensure compliance with all internal policies and business ethics standards. 5. Continuous Learning & Development Participate in training sessions and development programs identified by management. Strive for continuous improvement in product knowledge, sales techniques, and partner management skills. Requirements: Possess at least 2+yrs of experience as RM in Mutual Fund or sales/BD in any relevant field Job Type: Full-time Pay: Up to ₹500,000.00 per year Benefits: Health insurance Provident Fund Work Location: In person
Client Acquisition & Development: Prospecting new clients through various channels, including cold calling, networking, and referrals, to expand the client base. Sales & Consultation: Clearly explaining financial products or services, offering personalized advice to meet client needs. Relationship Management: Building and nurturing strong, long-lasting relationships with clients by providing excellent service, handling queries, and ensuring client satisfaction. Market Analysis: Conducting market research, monitoring trends, and analyzing financial data to provide clients with timely advice and informed investment strategies Compliance: Adhering to all industry regulations, company policies, and internal guidelines, including Know Your Customer (KYC) and Anti-Money Laundering (AML) requirements. Typical Qualifications: Experience: Previous sales experience within broking sector Reporting & Metrics: Tracking sales performance, managing pipelines, and reporting on sales metrics to achieve or exceed targets. Collaboration: Working with internal teams, such as product development, operations, and compliance, to ensure seamless service delivery and comprehensive solutions. Hindi and English is must Requirements: ● Possess at least 2 yrs of experience as RM in Stocks Job Type: Full-time Benefits: Health insurance Provident Fund Ability to commute/relocate: Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (Required) Experience: Broking: 2 years (Required) Language: Hindi (Required) English (Required) Location: Bengaluru, Karnataka (Required) Work Location: In person
Client Acquisition & Development: Prospecting new clients through various channels, including cold calling, networking, and referrals, to expand the client base. Sales & Consultation: Clearly explaining financial products or services, offering personalized advice to meet client needs. Relationship Management: Building and nurturing strong, long-lasting relationships with clients by providing excellent service, handling queries, and ensuring client satisfaction. Market Analysis: Conducting market research, monitoring trends, and analyzing financial data to provide clients with timely advice and informed investment strategies Compliance: Adhering to all industry regulations, company policies, and internal guidelines, including Know Your Customer (KYC) and Anti-Money Laundering (AML) requirements. Typical Qualifications: Experience: Previous sales experience within broking sector Reporting & Metrics: Tracking sales performance, managing pipelines, and reporting on sales metrics to achieve or exceed targets. Collaboration: Working with internal teams, such as product development, operations, and compliance, to ensure seamless service delivery and comprehensive solutions. Hindi and English is must Requirements: ● Possess at least 2 yrs of experience as RM in Stocks Job Type: Full-time Benefits: Health insurance Provident Fund Ability to commute/relocate: Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (Required) Experience: Broking: 2 years (Required) Language: Hindi (Required) English (Required) Location: Bengaluru, Karnataka (Required) Work Location: In person
Key Responsibilities:1. Partner Recruitment & Activation Identify, engage, and onboard new partners in line with the defined sales process. Drive partner activation by ensuring timely completion of onboarding formalities and platform familiarization. Maintain a strong sales pipeline and achieve monthly onboarding targets. 2. Lead Conversion & Business Development Handle inbound and outbound partner leads generated through digital and offline channels. Convert quality leads into active partners through effective follow-up and consultative discussions. Build and maintain strong, long-term relationships with empanelled partners to drive consistent engagement. 3. Product Knowledge & Training Stay up to date on new product launches, platform updates, and process changes. Confidently articulate Wealthy.in’s value proposition and product offerings to potential partners. Support partners with initial guidance on using the platform and understanding product features. 4. Sales Process Adherence Follow the defined sales process diligently. Document all partner interactions, updates, and progress accurately in the CRM system. Ensure compliance with internal policies, regulatory norms, and business ethics standards. 5. Continuous Learning & Development Participate actively in training and skill development programs identified by management. Continuously improve product knowledge, sales techniques, and partner relationship management skills. Share insights and feedback from partners to help enhance processes and offerings. Requirements: Graduate degree in any discipline. Fresher / Work experience as a Relationship Manager, Sales Executive, or Business Development professional - ideally in Mutual Funds, Financial Products, or related industries. Strong communication, persuasion, and relationship management skills. Ability to work in a fast-paced, target-driven environment. Proficiency in CRM tools, Excel, and other digital sales tools. What We Offer: Opportunity to work with one of India’s fastest-growing wealth platforms. Attractive incentives linked to performance and conversions. Learning and growth opportunities in the financial advisory ecosystem. Collaborative and high-energy work culture. Job Type: Full-time Pay: ₹181,590.01 - ₹300,000.00 per year Benefits: Health insurance Provident Fund Work Location: In person