Cafemutual

Cafemutual is looking for Marketing Associate _____________________________________________________________________________________________________________ Cafemutual runs a news and knowledge web site, www.cafemutual.com, focused on inancial services professionals. It provides news, knowledge and insights to these professionals in order to help them function more effectively and has emerged as the top web site in its genre in Asia and one of the leading websites globally. In addition, Cafemutual has these 3 verticals: Events, Research & Consulting and Learning & Development Joining our team means being part of a vibrant and supportive work culture that values creativity, collaboration, and growth. Key responsibilities: The projects could involve desk and/or field research. Contacting investor groups where Cafemutual can conduct financial literacy workshops Work closely with Dy CEO to enhance Cafemutuals footprint in India and Research work to add new distributors to Cafemutual base Spread the Cafemutual brand's awareness through various means such as creating email campaigns and scheduling social media blasts Desired Candidate Profile Experience required for the Job: Proicient in MS Of¢ice. A lot of work would be data driven and would require maintaining reports. Should be well versed with English and Hindi Need to be goal oriented Good communication is mandatory. Quali¢ication -Any Graduate/Experienced preferred Preferred Industry- Education/Training/Financial Institutes

Job Opening Mutual Fund Sales Company WEALTHMITRA Financial Mall Private Limited Description Generation of Sales Leads as per Product from Open Market/Existing Customer Position Mutual Fund Sales Qualifications Graduate Experience Sales Experience in Financial Products Additional Information No. of Vacancies 2 Remuneration Negotiable Depends on Candidate Location Dwarka Website http://www.wealthmitra.com/

Job Opening Life Insurance Sales Company WEALTHMITRA Financial Mall Private Limited Description Generation of Sales Leads as per Product from Open Market/Existing Customer Position Life Insurance Sales Qualifications Graduate Experience Sales Experience in Financial Products Additional Information No. of Vacancies 2 Remuneration Negotiable Depends on Candidate Location Dwarka Website http://www.wealthmitra.com/

Job Opening Health Insurance Sales Company WEALTHMITRA Financial Mall Private Limited Description Generation of Sales Leads as per Product from Open Market/Existing Customer Position Health Insurance Sales Qualifications Graduate Experience Sales Experience in Financial Products Additional Information No. of Vacancies 2 Remuneration Negotiable Depends on Candidate Location Dwarka Website http://www.wealthmitra.com/

Job Opening Assistant Manager Company Mialtus Insurance Broking Pvt Ltd Description Good Knowledge of Motor Insurance. Handling a team size of 30+ executive. Having Leadership Quality and being able to handle Sales Team and Business for Motor Insurance. Make sure that salespersons are on track with sales goals. Position Assistant Manager Qualifications Graduate Experience 5-6 years of experience in motor insurance Additional Information Interested candidates please mail across your resume on talentacquisition@mialtus.in No. of Vacancies 2 Remuneration As per market norms and best in the industry. Location Goregaon Website www.mialtus.in

Job Opening Customer Relationship Executive Company Right Value Wealth Advisory Services Pvt Ltd Description Responsible for Managing Customer Relationships, Communicating with Customers and solving their queries On boarding clients Position Customer Relationship Executive Qualifications Graduate Experience Preferably experienced but not mandatory Additional Information Interested candidates please mail across your resume on valuevinay@gmail.com/vinaysingh_2000@yahoo.com No. of Vacancies 3 Remuneration Rs.10,000 - Rs.15,000 Location CBD Belapur Website https://www.valuewealthadvisor.com/index.html

Job Opening Back Office Operations Company Wealthpru Financial Services Description Back Office Work for a MFD firm. Transactions, Filling Forms, Emailing etc. Work on BSE/NSE platforms Position Back Office Operations Qualifications Graduate. Command on English with good communication skills. Good MS Office Knowledge & tech friendly Experience Freshers can apply too Additional Information Interested candidates please mail across your resume on wealthpru@gmail.com No. of Vacancies 2 Remuneration Starting 1.5 LPA (negotiable as per experience) Location Jaipur Website

Job Opening Relationship Manager/BDM - Sales Company We are an expert organization with experience of over 15 years in capital markets and a pan India presence across major cities. Our specialized employees are a pack over 100 members. We are also the 1st Company in the Country where SEBI has approved and allowed us to operate under the Unified License which allows clients to invest in various financial instruments with single account / margin. Description Generate & Follow the leads Experience of Stock Market Broking Industry Achieve Targets on Timely Basis Maintain Relationship With Existing & New Customers Position Relationship Manager/BDM - Sales Qualifications At Least Graduate 1-3 Years of Financial Sales Experience Knowledge of Broking Industry Products/Services NISM Certification will be an added advantage Experience 1-3 Years Additional Information Interested candidates can share their resumes at saurabh@kediacapital.com No. of Vacancies Remuneration No Bar for the Deserving Candidate Location Jaipur, Rajasthan Website https://kediacapital.com/

Job Opening Back Office Operations Company PrimeStar Investments Description Preparing forms & execution of transactions, Online Transactions, Monthly reports, Updating Investwell Software & Generating reports Position Back Office Operations Qualifications BCom Experience Min 2 year experience Additional Information Interested candidates please mail across your resume on jainy.shah@gmail.com No. of Vacancies 1 Remuneration Rs. 1.8 lacs p.a. (Negotiable as per experience) Location Vile Parle East, Mumbai Website https://primestarinvestments.com/

Job Opening Back Office - Executive Company Plan Ahead Wealth Advisors Pvt. Ltd. Description Portfolio data management and website data updating and maintenance of the company database and mobile app data on daily basis Providing documentation support for various investment products like mutual funds, stocks, FDs, bonds, PMS, and other financial products , and various platform and compliance and KYC paperwork Client communication for data update and email and management of clients' servicing and implementation requests Management and upkeep of client servicing data and softwares Hand Holding clients on usage of various platforms for implementation of advice and mobile app for portfolio viewing Handling business back office by following systems and processes Coordinating with office boy teams for documentation and client servicing management Following systems and processes for business back office as per company SOPs, TATs & SLAs Handling projects related to client servicing and online platforms and executions of new back office projects Reporting - Sending of portfolio reports / tax reports / any other reports – report generation and sending (advice is not included in back office job responsibility) General office administration Functioning with various teams, ensuring customer delight by achieving delivery & quality back office client service. Position Back Office - Executive Qualifications Graduation Experience Minimum 2 years of experience Additional Information Interested candidates please mail across your resume on hr@planahead.in No. of Vacancies 2 Remuneration As per industry standards Location Andheri - Mumbai Website www.planahead.in

Job Opening ASM/TSM Company Mialtus Insurance Broking Pvt. Description Building & Leading a team of 5-7 sales managers. Should have product knowledge of all LOB’s. Responsible for P & L of the respective region. To develop new business by tapping new accounts focusing on capturing revenue opportunities from potential clients. Creating a database of potential corporate clients. Creating revenue pipeline. Timely reporting to the Business Head Position ASM/TSM Qualifications Graduate in any stream (MBA preferred) Experience 3-5 Years’ Experience ; Above of Sales Experience in a General Insurance Company or General Insurance Broking Industry. (Direct Sales, Motor Detailer & Retail Agency ). Fair knowledge of all li Additional Information Interested candidates please mail across your resume on talentacquisition@mialtus.in No. of Vacancies 10-12 Remuneration As per market Standard Location Mumbai Website www.pushbutton.in

Job Opening Capital Markets Research & Product Analyst Company Aurion Advisors Description Analyze & interpret data and information pertaining to financial markets and economic events Analyze products offered by competitors and publish results to be shared with investors. Inform and advise various levels of management and stakeholders Analyze investor portfolios in line with internal guidelines Develop and conduct user surveys Research market and industry trends and patterns Create detailed reports of findings Simplify findings into presentations Organize and store data for future research projects Document all data and research procedures Organize and conduct focus groups of project users Compare ROI with past numbers Create diagrams and documentation to pinpoint problems and solutions Implement tests of processes, policies, and protocols Identify and understand problems through forecasting, gap analysis, quantitative reporting, research, and statistical analysis Recommend changes and improvements based on research findings Write reports, white papers, and other published documents Compile and analyze data points Position Capital Markets Research & Product Analyst Qualifications Strong analytical and critical thinking skills Strong written, oral, and presentation communication abilities Expertise with Excel, PowerPoint, Word and Outlook Proficiency using the web, private, and public database as a resource for finding information. Ability to perform financial analysis and develop models Ability to multitask, prioritize, and manage time efficiently Bachelors in business, marketing, finance, or economics Experience Minimum 2 years in Financial markets (Debt & Equity) Additional Information Interested candidates please mail across your resume on semoline@aurionadvisors.in No. of Vacancies 1 Remuneration Rs.15,000/- to 25,000/- per month Location BKC, Mumbai Website http://www.aurionadvisors.in/

Job Opening Operations Manager Company Primestar Investments Description Oversee day to day operations of the mutual fund distribution firm. Coordinate with various teams to complete tasks in a timely manner Monitor and analyse Operational data and Reports for enhancing operational efficiency Develop and maintain strong relationships with mutual fund companies, clients and all stakeholders to ensure mutually beneficial partnerships. Drive the digitization and automation of operational processes to enhance efficiency and accuracy Position Operations Manager Qualifications Bachelor's or Master's degree in finance, business administration, or a related field. 2. At least 6 MONTHS of experience in operations management, preferably in the mutual fund distribution industry or any finance industry. 3. Basic knowledge of mutual fund products, processes, and regulations in India. 4. Strong managerial skills and multitasking skills. 5. Excellent analytical and problem-solving abilities, with a keen eye for detail. 6. Proven track record of implementing process improvements and driving operational excellence. 7. Good understanding of technology and its integration within operational processes. 8. Exceptional communication and interpersonal skills to collaborate with internal and external stakeholders effectively. 9. Ability to work in a fast-paced and dynamic environment, handling multiple priorities simultaneously. 10. Certification or additional qualification in mutual funds or operations management will be an added advantage. Experience 1 to 5 years Additional Information Interested candidates please mail across your resume on info@primestarinvestments.com No. of Vacancies 2 Remuneration Rs 2.5 lakhs to 6 lakhs (as per work exp) Location Vile Parle Website https://primestarinvestments.com/

Job Opening Operations Assistant Company Kalpataru Wealth Description Managing tailor made portfolios for clients Ensuring active client engagement, after sales service & client outreach Acquiring new clients through referrals & innovative marketing initiatives. Monitoring & following up on all action items from client’s meeting Should be comfortable in doing data calls to acquire HNI/UHNI clients. Position Operations Assistant Qualifications Graduate or above Excellent communication, interpersonal, & listening skills Ability to network and maintain client relationship Good at handling multiple responsibilities Strong attention to detail Knowledge of financial service Determination & tenacity with good analytical skills Experience Fresher and above Additional Information Interested candidates please mail across your resume on info@kalpataruwealth.com No. of Vacancies 1 Remuneration As per Industry Standards Location Mumbai (Kandivali) Website https://kalpataruwealth.com/

Job Opening Assistant Planner & Operations (Females Only) Company PrimeStar Investments Description Monitoring Client Portfolios, Client Communication & Servicing, Research & Market Updates, Preparing forms & execution of transactions, Online Transactions, Monthly reports, Updating Investwell Software & Generating reports Position Assistant Planner & Operations (Females Only) Qualifications CFP, B.com Experience Fresh or Minimum 1 year experience Additional Information Interested candidates please mail across your resume on jainy.shah@gmail.com No. of Vacancies 1 Remuneration Rs. 2.5 LACS p.a. (Negotiable as per experience) Location Vile Parle East, Mumbai Website https://primestarinvestments.com/

Job Opening Para Planner / Senior Para Planner Company Plan Ahead Wealth Advisors Pvt. Ltd. Description Coordinating new client onboarding process with back office team Data gathering and Financial plan creation within agreed TAT Presentation of draft and final plans Portfolio reviews and recommendations as per process checklists Presentation of portfolio reviews and investment recommendations/exits to clients Coordination with Wealth Managers/Senior Advisors and back office team for implementation of advice Aid in queries linked to clients financial plan and/or portfolio recommendations Financial planning software, risk profiling software housekeeping and portfolio reporting software integration with client reports Research software integration for client reports Maintenance of planning and review calendars Keeping updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation,Planning Trends, Alternate Investments, Macro Economy, Global events) Providing clients with information on new and existing products and schemes in coordination with Wealth Manager/Senior Advisors Sharing the macro views on global/ local economy, and local /global financial markets with clients during meetings Sharing research/investment updates with clients on an ongoing basis during meetings Website content and social media content maintenance with planner insights Position Para Planner / Senior Para Planner Qualifications Post graduation - Finance, M Com. Experience 2+ years in portfolio planning/advice/portfolio analysis / in the mutual fund industry / multi-product experience/analysis experience necessary Additional Information Interested candidates please mail across your resume on hr@planahead.in No. of Vacancies 6 Remuneration As per industry standards Location Andheri - Mumbai, Bengaluru, Pune and Gurugram Website https://planahead.in/

Job Opening Finance Internship Company BTW Financial Services & IMF PVT LTD Description Client Relationship Management: Client Acquisition. Build and maintain strong relationships with a base of clients. Conduct in-depth consultations to understand the client's financial goals, risk tolerance, and investment time horizon. Financial Planning & Analysis Analyze client's financial situation, including income, expenses, and existing investments. Develop comprehensive financial plans tailored to individual needs and goals. Investment Strategy & Portfolio Management Recommend suitable mutual funds based on client's risk profile and investment objectives. Design and manage diversified investment portfolios to optimize returns and minimize risk. Continuously monitor portfolio performance and make adjustments as needed. Market Research & Education Stay informed about current market trends and economic conditions. Conduct thorough research on various mutual funds and investment options. Educate clients about investment products and the financial markets. Position Finance Internship Qualifications Financial Expertise Communication Skills Relationship Building Analytical Skills Preferred is any Graduate Experience Freshers Additional Information Interested candidates please mail across your resume on hr@btwimf.com & hrd@btwimf.com No. of Vacancies 10 Remuneration Paid internship with a monthly stipend range of Rs. 5000 to 8000 6 months internship Location Lower Parel Website www.btwimf.com

Job Opening Regional Business Head - Corporate Company Description Responsible for Building Teams & Business Development. Corporate Market Mapping. Building a Sustainable Sales Pipeline. Relationship Management with Clients. To formulate business strategy and future expansion based on feedback from various regions. Will be responsible for business development & team building in an emerging market Position Regional Business Head - Corporate Qualifications MBA , PG or Graduate Experience 8-10 years of experience in General Insurance / Broking Industry Additional Information Interested candidates please mail across your resume on talentacquisition@mialtus.in No. of Vacancies 1 Remuneration Salary + Attractive Incentive Location Mumbai Website https://mialtus.in/

Job Opening Relationship Manager Company VPLUSH FINTALES PVT. LTD. Description He should be a dynamic, self motivated, innovative, energetic and can handle independently all aspects of marketing. Recruitment of Mutual Fund distributors. Lead generation and collection. Query resolution of the distributor and client. Activity Planning. Achieving your sales targets as per channel strategy. Position Relationship Manager Qualifications MBA Experience 2 years Additional Information Interested candidates please mail across your resume on Email: enq@fintales.in Or Apply Online http://www.fintales.in/static/career-job.aspx No. of Vacancies Remuneration No bar for the deserving Candidate Location Indore, Bhopal, Jabalpur, Mumbai, Agra, Ahmadabad, Surat Website http://www.fintales.in/

Job Opening SUPPORT DESK EXECUTIVE - MF Company NIRMAL BANG NIVESHALAYA PVT LTD Description Co-ordinate with Clients and Business Partners and complete paper work as well as online back end work of mutual fund investment Position SUPPORT DESK EXECUTIVE - MF Qualifications Graduate Experience Minimum 6month Experience in Same Additional Information Please send your resumes to jignesh.patel@nirmalbang.com No. of Vacancies 1 Remuneration Rs.16000/- to Rs.19000/- Location Ahmedabad Website https://www.nirmalbang.com/