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/S&E/Electricity) Ensure adherence to government regulation in maintaining company documents and maintain 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 Academic Qualifications: Excellent communication, leadership and problem solving skills. Strong analytical and organizational skills. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Bachelor’s degree in any stream. Experience Minimum 8 years of experience in office Administration, with at least 2 years in managerial role Show more Show less
A person with a digital bend of mind to understand digital offerings/ Branch Functionality and Contact Centre. (Inbound/ Outbound and Email teams). Provide hands-on coaching and training to team members to develop their skills PAN India at Branches/Contact Centre. Sound understanding of regulatory changes, share communication with leads and monitor performance metrics. Hands on experience to handle Regulatory/ Nonregulatory / Social Media Complaints. Manage end-of-the-end activities and work towards enriching customer experience at Contact Centre which includes Service Level monitoring, TATs, Agent Productivity, workload balancing and being a part of recruitment process. Responsible for Managing Quality and Monitoring at Contact Centre. Ability to run value added service campaign independently. Conduct Internal Audits at branches. Identify opportunities for process improvements and work with management to implement changes. Analytical bend of mind to make departmental MIS and sharing insights. Should be a team player to co-ordinate with multiple departments for seamless customer experiences. Energetic Individual who is willing to take on new challenges and work in an evolving environment. Strong communication, problem-solving, and decision-making skills. (ref:iimjobs.com) Show more Show less
• 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 prospects matching 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 demonstrate deep understanding of customer needs and knowledge of mutual fund market and products. • Ensure and adhere to compliance and regulatory guidelines for the region. Our requirements are as follows Should have experience in handling a territory independently. A local candidate is preferable, however, someone from nearby locations is also acceptable. Must be from mid size or large size AMC Should have been experience with captive cannel sales like Core banking Channel The role will cover Jodhpur, Bikaner and surrounding towns. 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 product.
He/she should be capable of running the existing packages developed for data upload for doing the regular SQL Server related uploads. Troubleshooting and resolving any issues faced during data uploads which need to be done with strict timelines. Should have experience in running SQL queries for checking existence of data before uploading, updating, deleting data carefully as per business requirement. He/she should have the ability to develop new packages, functions, procedures, create database, tables and other db. objects based on business requirement. Coordinating with vendor support team for DB Patching, DB Health Check-up and any other activity related to Databases to be completed on time as per schedule. Monitoring, troubleshooting, solving any issues related to Database Backups, Scheduled Jobs, Connectivity, Space, Performance etc. Taking care of any DB requirements related to existing and new business applications in the UAT and Production environment. Helping vendors support teams and users for any issues related to databases. Providing support to assigned Corporate Applications. Coordinating with internal IT Support and external vendor support teams to get the timely resolution of corporate applications issues/queries. Familiarity with Indian Mutual Fund industry, Bloomberg, any CRM OR ERP software knowledge will be good though not mandatory. Exposure to cloud-based applications and on-premises applications including web based and client server architecture. Completing the documentation and other formalities related to assigned role, participating in BCP DR Drills, various audits and any other responsibilities assigned. Knowledge & Qualifications required Academic Qualifications: B.E./B.Tech./MCA/M.Sc. in Computer Science/IT or related stream. Professional qualification: Microsoft/ORACLE Certification, ITIL Minimum Work Experience: Min 5 years of work ex Microsoft SQL Server Development, Maintenance, Support related experience. Experience in MySQL, Oracle databases will be an added advantage. Experience of Corporate Application Support
About the job Designation - Senior Manager Private Banking Experience - 5+ years Location - Mumbai Job Role 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 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 demonstrate deep understanding of customer needs and knowledge of mutual fund market and products Ensure and adhere to compliance and regulatory guidelines for the region Educational qualifications & Experience Graduation/Post-Graduation/AMFI certification 5+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund products NISM Certification
Job Responsibilities: • Administer and monitor sales and daily operations for Institutional sales, conduct self review and track and report all sales activities. • Use experience and expertise to achieve business targets set by the company. • Onboarding institutional clients including direct dealing with large investors and getting business from distributors. • Work in collaboration with internal teams to build and modify sales strategy, whenever required. • Monitor and stay up to date on industry trends and competitive activities, including analyzing customer 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 and knowledge of mutual fund market and products. • Ensure and adhere to compliance and regulatory guidelines. Knowledge & Qualifications required Academic Qualifications: MBA/Post Graduation/NSIM certification Minimum Work Experience: 5+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund products.
Job Responsibilities : Strategic Assistance and Initiatives (40%) • Support the COO in strategic planning and execution of growth initiatives. • Prepare comprehensive market analysis reports and business strategies. • Propose new initiatives to the COO based on your acquired insights in the organization. • Assist in creating presentations and materials. Team Leadership and Coordination (40%) • Co-ordinate with internal teams, ensuring alignment with business objectives. • Assist in team management, facilitating communication and workflow. • Help organize and participate in meetings, providing insights and feedback. • Take minutes during important meetings. • Assist senior managers with project management support. Calendar & travel management and administrative support (20%) • Manage the COO’s schedules, client visits and internal reviews etc. • Plan COO’s business trips and align agenda with partners. • Co-ordinate logistics for presentations and external meetings. • Handle routine administrative tasks, ensuring the smooth operation of business activities. • Manage sensitive and confidential information with the utmost discretion. Academic Qualifications & Work Experience : Graduate / Postgraduate / MBA Minimum 1-2 years of experience in financial services, preferably in asset management industry. Good communication skills
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/S&E/Electricity) Ensure adherence to government regulation in maintaining company documents and maintain 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 Academic Qualifications: Excellent communication, leadership and problem solving skills. Strong analytical and organizational skills. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Bachelor’s degree in any stream. Experience Minimum 8 years of experience in office Administration, with at least 2 years in managerial role
Job Responsibilities : Handling Customer Service, Operations & Admin functionality. Attending walk in customers. Attending phone calls. Liasioning with Registrar for account statement, redemption etc. Liasioning with marketing dept at ho for material indent. Handling brokerage related queries of IFAs. Accepting application forms and redemption in the reception. Time stamping of transactions. Co-ordination with banks. High Value deposits. Guiding investors for online transactions Academic Qualifications: Graduate / Management Graduate (preferable) + NISM (Mutual Fund) certification Minimum Work Experience: 2+ years of experience in in asset management industry Skills: Well versed with all MS office applications especially MS excel Excellent Communication skills Knowledge of Mutual Fund Industry
Job Responsibilities: 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 prospects matching 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 demonstrate deep 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
Job Responsibilities: 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 prospects matching 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 demonstrate deep 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