Routine upkeep and Maintenance of HO & Branch officesSupervise Housekeeping services, Security Services and CafeteriaProcurement and routine maintenance of office assets like AC, UPS, EPABX etc Manage vendor relationships, including contractors, suppliers, and service providersLiaison with Government authorities (PT/S&E/Electricity)Ensure adherence to government regulation in maintaining company documents and maintain office documents and files for record keepingCoordinate repairs, renovation, and upgrades to facilities Manage facility budgets, including operating and capital expenses Business Travel management (Air/Train/Cab/Hotel)Business VISA Processing Facilitate employee relocationAssist with special projects, such as events, campaigns, or initiativesConduct Branch audits Maintaining various MIS for management reportingVendor payment processing " data-responsibilities="[]" data-qualifications
Generate Sales through allocated channel Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospectsmatching their investment needs Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share Stay up to date on industry trends and identify new market opportunities Build and maintain relationships with key clients, communicate effectively and demonstratedeep understanding of customer needs and knowledge of mutual fund market and products Ensure and adhere to compliance and regulatory guidelines for the region Academic Qualifications: Graduation\ / Post-Graduation\ / AMFI certification Minimum Work Experience: 3+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund products
Generate Sales through allocated channel Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospectsmatching their investment needs Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share Stay up to date on industry trends and identify new market opportunities Build and maintain relationships with key clients, communicate effectively and demonstratedeep understanding of customer needs and knowledge of mutual fund market and products Ensure and adhere to compliance and regulatory guidelines for the region Academic Qualifications: Graduation\ / Post-Graduation\ / AMFI certification Minimum Work Experience: 3+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund products
Advise and guide team on managing sales to institutional clients, tracking, and following up onnew business leads Advise and guide team on onboarding institutional clients including direct dealing with largeinvestors and getting business from distributors Implement Sales strategy for the sales team, develop sales forecast, budget and manpowerplans and drive high performance in team with focus on identifying target clients with focus onmargins Guide sales team in meeting revenue targets by monitoring sales metrics, analyzing salesdata and implementing strategies to improve sales performance Lead, develop and build the sales team ensuring that sales targets are met, identify mentorkey talent and build succession plan Work in collaboration with internal teams to build and modify sales strategy, wheneverrequired Monitor and stay up to date on industry trends and competitive activities, including analyzingcustomer behavior and preferences and identifying new market opportunities Enhance the channel by maintaining existing relationships and onboarding new clients,communicate effectively and demonstrate a deep understanding of customer needs andknowledge of mutual fund market and products
Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospectsmatching their investment needs Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share Stay up to date on industry trends and identify new market opportunities Build and maintain relationships with key clients, communicate effectively and demonstratedeep understanding of customer needs and knowledge of mutual fund market and products Ensure and adhere to compliance and regulatory guidelines for the region
Generate Sales through allocated channel Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospectsmatching their investment needs Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share Stay up to date on industry trends and identify new market opportunities Build and maintain relationships with key clients, communicate effectively and demonstratedeep understanding of customer needs and knowledge of mutual fund market and products Ensure and adhere to compliance and regulatory guidelines for the region Academic Qualifications: Graduation\ / Post-Graduation\ / AMFI certification Minimum Work Experience: 3+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund productsnan
Generate Sales through allocated channel Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospectsmatching their investment needs Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share Stay up to date on industry trends and identify new market opportunities Build and maintain relationships with key clients, communicate effectively and demonstratedeep understanding of customer needs and knowledge of mutual fund market and products Ensure and adhere to compliance and regulatory guidelines for the region Academic Qualifications: Graduation\ / Post-Graduation\ / AMFI certification Minimum Work Experience: 3+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund productsnan
Generate Sales through allocated channel Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospectsmatching their investment needs Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share Stay up to date on industry trends and identify new market opportunities Build and maintain relationships with key clients, communicate effectively and demonstratedeep understanding of customer needs and knowledge of mutual fund market and products Ensure and adhere to compliance and regulatory guidelines for the region Academic Qualifications: Graduation\ / Post-Graduation\ / AMFI certification Minimum Work Experience: 3+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund productsnan
Work on business related processes such as purchasing/leasing of new office space,contracting etc Routine upkeep and Maintenance of HO Branch offices Supervise Housekeeping services, Security Services and Cafeteria Procurement and routine maintenance of office assets like AC, UPS, EPABX etc Manage vendor relationships, including contractors, suppliers, and service providers Liaison with Government authorities (PT/SE/Electricity) Ensure adherence to government regulation in maintaining company documents andmaintain office documents and files for record keeping Coordinate repairs, renovation, and upgrades to facilities Manage facility budgets, including operating and capital expenses Business Travel management (Air/Train/Cab/Hotel) Business VISA Processing Facilitate employee relocation Assist with special projects, such as events, campaigns, or initiatives Conduct Branch audits Maintaining various MIS for management reporting Vendor payment processing qualifications Excellent communication, leadership and problem solvingskills Strong analytical and organizational skills Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Bachelordegree in any stream Minimum 8 years of experience in office Administration, with at least 2 years in managerial rolenan
CANARA ROBECO ASSET MANAGEMENT COMPANY LIMITED is looking for Executive Assistant - Board of Trustees to join our dynamic team and embark on a rewarding career journey Preparing financial statements, reports, memos, invoices letters, and other documents. Answering phones and routing calls to the correct person or taking messages. Handling basic bookkeeping tasks. Filing and retrieving corporate records, documents, and reports. Researching and conducting data to prepare documents for review and presentation by boards of directors, committees, and executives. Helping prepare for meetings. Accurately recording minutes from meetings. Greeting visitors and deciding if they should be able to meet with executives. Using various software, including word processing, spreadsheets, databases, and presentation software. Reading and analyzing incoming memos, submissions, and distributing them as needed. Making travel arrangements for executives. Performing office duties that include ordering supplies and managing a records database. Experience as a virtual assistant. Opening, sorting and distributing incoming faxes, emails, and other correspondence. Provide general administrative support. Disclaimer: This job description has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We encourage job seekers to verify all details directly with the employer via their official channels before applying. Strong coordination and multitasking ability Knowledge of compliance regulatory frameworks in financial services Professional presence and stakeholder management skillsPostgraduate in Commerce Finance
Having overall minimum 5 years experience in Secretarial Function and services of a listedentity Providing secretarial support services as per the Companies Act, Rules & Regulations Supporting core secretarial activities in connection with Board, Committee, other meetings asper the Companies Act, Rules & Regulations Responsible to ensure reporting, filing, disclosure requirements, updation, etc applicable to alisted entity Liaise with other organizations, industry and regulatory authorities such as SEBI, RBI, stockexchanges, etc Conversant with listing requirements and obligations in India Provides advice on compliances issue to the various function heads Highly experienced in the management of secretarial functions of a listed entity
Generate Sales through banking and private wealth channel Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospects matching theirinvestment needs Responsible for executing the strategy for increasing distribution in the region through follow-ups, Clientmeets, with goal of increasing product-wise market share Stay up to date on industry trends and competitive activities, including analyzing customer behavior andpreferences and identifying new market opportunities Build and maintain relationships with key clients, communicate effectively and demonstrate deepunderstanding of customer needs and knowledge of mutual fund market and products Ensure and adhere to compliance and regulatory guidelines for the region Post-Graduation\/AMFI certification5+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund products