Bhopal, Madhya Pradesh, India
Not disclosed
On-site
Full Time
Company Description Choice International Limited is a prominent Financial Services conglomerate in India, with a strong presence since 1993. The firm offers a wide range of financial services globally, aiming to be 'The Best' in each domain. With a diverse portfolio of services, Choice International is committed to nurturing financial excellence while being socially responsible. Role Description This is a full-time on-site role for a Relationship Manager located in Bhopal. The Relationship Manager will be responsible for managing client relationships, understanding their financial needs, and offering suitable financial solutions. The role involves day-to-day interactions with clients, providing financial advice, and maintaining long-term relationships. Qualifications Strong communication and interpersonal skills Knowledge of financial services and products Experience in client relationship management Ability to analyze financial data and make recommendations Good understanding of investment strategies Bachelor's degree Relevant certifications or equivalent are a plus Show more Show less
Agra, Uttar Pradesh, India
Not disclosed
On-site
Full Time
The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Responsibilities Dialogue with our clients to understand their business objectives and challenges Analyze clients' data and provide strategic recommendations to clients Present value-proposition to sales leads and current customers Prospect for new sales leads and close sales Qualifications 4-6 years' of client relationship experience Ability to manage multiple projects and clients Strong communication and interpersonal skills Show more Show less
Indore, Madhya Pradesh, India
None Not disclosed
On-site
Full Time
Company Description Choice International Limited, established in 1993, is a leading Financial Services conglomerate in India with a global presence. The company offers a wide range of financial services to individuals and institutions with a focus on excellence in their domain. With over 2500 employees and international offices in London, Hong Kong, Dubai, and Nairobi, Choice International is committed to both business success and social responsibility. Role Description This is a full-time on-site role for a Relationship Manager located in Indore. The Relationship Manager will be responsible for building and maintaining client relationships, understanding their financial needs, and recommending suitable financial services offered by Choice International Limited. Qualifications Strong communication and interpersonal skills Ability to understand and analyze financial needs Experience in financial services, banking, or related field Knowledge of management consulting, investment banking, taxation, or other financial services Client relationship management experience Bachelor's degree in Finance, Business Administration, or related field Professional certifications such as CFA, CFP, or similar are a plus
Bolpur Sriniketan, West Bengal, India
None Not disclosed
On-site
Full Time
Company Description Choice International Limited is a leading Financial Services conglomerate in India with a presence globally. Established in 1993, the company offers a wide range of financial services under one roof to cater to individuals and institutions. With a focus on excellence and social responsibility, Choice Group has over 2500 employees across 28 branches in India and international offices in London, Hong Kong, Dubai, and Nairobi. Role Description This is a full-time Branch Manager role located in Bolpur Sriniketan. The Branch Manager will be responsible for overseeing the day-to-day operations of the branch, managing a team of employees, driving business growth, implementing business strategies, and ensuring customer satisfaction. Qualifications Strong leadership and management skills Experience in the financial services industry Excellent communication and interpersonal skills Business development and sales capabilities Knowledge of financial products and services Bachelor's degree in Business Administration, Finance, or related field Ability to work in a fast-paced environment Problem-solving and decision-making skills
Mumbai, Maharashtra, India
None Not disclosed
On-site
Full Time
Key Responsibilities: Operational Management: • Oversee all operational activities, including fund accounting, trade settlement, record- keeping, and investor servicing. • Ensure timely and accurate processing of transactions, including subscriptions, redemptions, and dividend distributions. • Develop and implement standard operating procedures (SOPs) to enhance operational efficiency and mitigate risks. • Manage relationships with custodians, transfer agents, fund administrators, and other third- party service providers. Regulatory Compliance and Reporting: • Ensure compliance with all applicable regulations, including those set by regulatory bodies such as the SEC, SEBI, or other local authorities. • Prepare and oversee regulatory filings, disclosures, and fund reports. • Work with legal and compliance teams to address operational aspects of audits and regulatory reviews. Risk Management and Internal Controls: • Implement robust operational risk management frameworks to identify, monitor, and mitigate risks. • Establish internal controls to safeguard fund assets and ensure data integrity. • Conduct periodic reviews of operational processes to ensure efficiency and identify areas for improvement. Technology and Process Optimization: • Drive the adoption of technology solutions to streamline operational workflows, enhance data accuracy, and improve reporting capabilities. • Collaborate with IT teams to ensure system security, scalability, and integration with other platforms. • Continuously evaluate and upgrade operational tools and platforms. Team Leadership and Collaboration: • Lead and mentor the operations team, fostering a culture of accountability, innovation, and high performance. • Collaborate with investment, compliance, and marketing teams to align operational processes with the fund’s overall strategy. • Act as a key point of contact between operations and senior management to ensure alignment on priorities and deliverables. Stakeholder Management: • Work closely with fund investors, distributors, and financial advisors to address operational queries and ensure satisfaction. • Represent the operations team in board meetings, investor discussions, and strategic planning sessions. Qualifications and Skills: Education and Certification: • Bachelor’s degree in Finance, Accounting, Business Administration, or a related field (Master’s or MBA preferred). • Professional certifications such as CPA, CFA, or CIPM (Certificate in Investment Performance Measurement) are desirable. Experience: • 10–15+ years of experience in mutual fund operations or financial services, with a strong understanding of fund administration and compliance. • Proven track record in managing teams and complex operational workflows. Core Competencies: • In-depth knowledge of mutual fund structures, operations, and regulatory frameworks. • Strong analytical and problem-solving skills, with a focus on process improvement. • Proficiency in fund administration software and reporting tools (e.g., Bloomberg, FactSet, or similar platforms). • Excellent leadership, communication, and interpersonal abilities. Key Performance Indicators (KPIs): • Operational efficiency metrics (e.g., transaction processing times, error rates). • Regulatory compliance and audit outcomes. • Timeliness and accuracy of fund reporting and filings. • Stakeholder satisfaction with operational processes. • Cost-effectiveness of operational functions and vendor management. The VP of Operations is critical in ensuring the mutual fund operates smoothly, meets regulatory obligations, and delivers exceptional service to its investors, making it a key driver of the fund’s overall success. CTC Range : 40 to 60 Lakhs.
Indore, Madhya Pradesh, India
None Not disclosed
On-site
Full Time
Company Description Choice International Limited, established in 1993, is one of India's leading financial services conglomerates with a global reach. It offers a wide array of financial services including management consulting, taxation, investment banking, corporate finance, and more. Headquartered in India, Choice International Limited operates through 28 branches and 4 international offices in London, Hong Kong, Dubai, and Nairobi. With over 2,500 employees and a strong network of franchises and business partners, Choice International Limited is committed to nurturing financial excellence and is socially responsible. Role Description This is a full-time, on-site role for a Relationship Manager located in Indore. The Relationship Manager will be responsible for maintaining and expanding relationships with clients, understanding their financial needs, and providing appropriate financial solutions. Daily tasks include meeting with clients, presenting financial products and services, managing client portfolios, and ensuring customer satisfaction. The role requires collaboration with internal teams to execute client strategies effectively. Qualifications Strong communication and interpersonal skills Proven experience in client relationship management and financial services Knowledge of financial products and services including investment banking, mutual funds, insurance, and portfolio management Excellent problem-solving and analytical skills Ability to work independently and collaboratively within a team Proficiency in relevant software and tools related to finance and client management Bachelor's degree in Finance, Business Administration, Economics, or a related field Prior experience in a similar role is advantageous
Agra, Uttar Pradesh, India
None Not disclosed
On-site
Full Time
Company Description Choice International Limited is one of India's leading financial services conglomerates, serving clients globally since 1993. The firm's diverse array of services includes management consulting, taxation, investment banking, IPO readiness, and more. With a focus on "Nurturing Financial Excellence," Choice Group aims to be the best in its domain. The company employs over 2500 staff across 28 branches in India and has international offices in London, Hong Kong, Dubai, and Nairobi, alongside a strong network of franchises and partners worldwide. Role Description This is a full-time, on-site role for a Relationship Manager located in Agra. The Relationship Manager will be responsible for managing and nurturing client relationships, identifying client needs, and providing tailored financial services. The role involves regular interactions with clients to ensure satisfaction, addressing inquiries, and resolving issues. The position also requires collaboration with internal teams to deliver comprehensive financial solutions and achieve business goals. Qualifications Excellent communication and interpersonal skills Strong knowledge of financial services, including investment banking, portfolio management, and retail loans Proven track record in client relationship management Ability to work effectively with internal teams and stakeholders Strong problem-solving and analytical skills Bachelor's degree in Finance, Business Administration, or related field Experience in financial services or a related industry is preferred Ability to work on-site in Agra equity commodity mutual fund Cross sales Please keep in mind that the candidate should be from Agra only.
Mumbai, Maharashtra, India
None Not disclosed
On-site
Full Time
Key Responsibilities: - Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. - Primary Point of Contact: Serve as the main point of contact for new franchises during their onboarding period, addressing questions or concerns and providing guidance on company procedures, resources, and available support channels. - Monitor Performance: Track and report on performance metrics, partner feedback, and overall business impact. - Collaborate Internally: Work closely with the internal team to align product offerings with client needs and company goals. Requirements: - Communication Skills: Excellent verbal and written communication skills in both English and Hindi. - Eagerness to Learn: A demonstrated eagerness to learn and adapt in a dynamic environment. - Financial Knowledge: A basic understanding of financial products and concepts. - Sales Experience: Prior experience in selling financial products, such as insurance or mutual funds, is advantageous. - Educational Background: A Bachelor’s degree in Finance is preferred.
Mumbai, Maharashtra
None Not disclosed
On-site
Not specified
Mumbai Hiring Manager: Ankita Mohite 1364 Mumbai Assistant Manager Department: Operations Designation: Senior Executive Legal Entity: Choice Insurance Broking India Private Limited Cost Center: IBR
New Delhi, Delhi, India
None Not disclosed
On-site
Full Time
Key Responsibilities: - Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. - Primary Point of Contact: Serve as the main point of contact for new franchises during their onboarding period, addressing questions or concerns and providing guidance on company procedures, resources, and available support channels. - Monitor Performance: Track and report on performance metrics, partner feedback, and overall business impact. - Collaborate Internally: Work closely with the internal team to align product offerings with client needs and company goals. Requirements: - Communication Skills: Excellent verbal and written communication skills in both English and Hindi. - Eagerness to Learn: A demonstrated eagerness to learn and adapt in a dynamic environment. - Financial Knowledge: A basic understanding of financial products and concepts. - Sales Experience: Prior experience in selling financial products, such as insurance or mutual funds, is advantageous. - Educational Background: A Bachelor’s degree in Finance is preferred.
New Delhi, Delhi, India
None Not disclosed
On-site
Full Time
Key Responsibilities: Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. Primary Point of Contact: Serve as the main point of contact for new franchises during their onboarding period, addressing questions or concerns and providing guidance on company procedures, resources, and available support channels. Monitor Performance: Track and report on performance metrics, partner feedback, and overall business impact. Collaborate Internally: Work closely with the internal team to align product offerings with client needs and company goals. Requirements: Communication Skills: Excellent verbal and written communication skills in both English and Hindi. Eagerness to Learn: A demonstrated eagerness to learn and adapt in a dynamic environment. Financial Knowledge: A basic understanding of financial products and concepts. Sales Experience: Prior experience in selling financial products, such as insurance or mutual funds, is advantageous. Educational Background: A Bachelor’s degree in Finance is preferred.
Jalna, Maharashtra, India
None Not disclosed
On-site
Full Time
Company Description Choice International Limited, established in 1993, is one of India's leading financial services conglomerates. It offers a comprehensive range of financial services to both individual and institutional clients across the globe. The firm is known for its expertise in management consulting, taxation, investment banking, corporate finance, and many other financial services. With over 4000+ employees and 200+ branches in India and international offices in London, Hong Kong, Dubai, and Nairobi, Choice International Limited is dedicated to nurturing financial excellence. Additionally, the firm is committed to social responsibility and regularly contributes to society. Role Description This is a full-time on-site role for a Business Development - Equity RM at Choice International Limited, located in Jalna. The Business Development - Equity RM will be responsible for daily lead generation, conducting market research, and building and maintaining customer relationships. The role involves analyzing market trends, developing strategies to drive equity sales, and providing exceptional customer service. The ideal candidate should be dynamic, goal-oriented, and able to work in a fast-paced environment. Qualifications Strong Analytical Skills and Market Research abilities Excellent Communication and Customer Service skills Experience in Lead Generation and developing business relationships Client Acquisition, Service & Product Pitching Ability to work independently and efficiently manage time Relevant experience in the financial services industry is a plus Bachelor's degree in Business, Finance, or a related field
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