Roles & Responsibilities: Generating Leads and conversion of leads into business. Acquiring and managing HNI/SME, Affluent clients and individuals. Maintaining in depth knowledge of company products and services. Building and maintaining strong relationships with potential and existing clients. Meeting sales/revenue targets. Managing Client portfolios & understand clients financial goals, risk tolerance, investment needs and provide solutions/advisory accordingly. Qualifications: Graduate/MBA with 2 - 5 years of relevant experience. An educational background in Finance/Investment will be an advantage. Compensation & Benefits: Fixed: Depends on experience, qualifications. Variable: Annual Performance Based Incentive, linked to a wealth book managed. Travelling expenses of client meets will be reimbursed. Group Health Insurance.
Roles & Responsibilities: Generating Leads and conversion of leads into business. Acquiring and managing HNI/SME, Affluent clients and individuals. Maintaining in depth knowledge of company products and services. Building and maintaining strong relationships with potential and existing clients. Meeting sales/revenue targets. Managing Client portfolios & understand clients financial goals, risk tolerance, investment needs and provide solutions/advisory accordingly. Qualifications: Graduate/MBA with 2 - 5 years of relevant experience. An educational background in Finance/Investment will be an advantage. Compensation & Benefits: Fixed: Depends on experience, qualifications. Variable: Annual Performance Based Incentive, linked to a wealth book managed. Travelling expenses of client meets will be reimbursed. Group Health Insurance.
Role & responsibilities : Managing Leads and conversion of leads into business. Acquiring and managing HNI/SME, Affluent clients Maintaining in depth knowledge of companys products and services, particularly General Insurance and Mutual Funds. Building and maintaining strong relationships with potential and existing clients. Meeting sales/revenue targets. Managing Client portfolios & understand clients financial goals, risk tolerance, investment and Insurance needs and provide solutions/advisory accordingly. Qualifications: Graduate/MBA with 2-4 years of relevant experience. An educational background in Finance/Investment will be an advantage. Compensation & Benefits: Fixed: Depends on experience, qualifications. Variable: Annual Performance Based Incentive, linked to a wealth book managed. Travelling expenses of client meets will be reimbursed. Group Health Insurance as per company policy.
Job Overview - As an Insurance Operation Representative specially from corporate agent industry, your primary responsibility will be addressing inquiries, resolving issues, and providing accurate information regarding insurance policies, claims registration, Insurance Data entry and etc., you will serve as a liaison between the insurance company and our team. Roles & Responsibilities - 1. Accurate data entry of Insurance business by collecting and coordinate with Branches across India. 2. Work closely with Insurance companies and branches for day-to-day work like, quotation and claims registrations (as per the requirements) 3. Send monthly insurance renewal reminders to existing clients from the database and take report from Branches CS. 4. Reconciliation of commission received from various Insurance Partners. 5. Coordinating with partners for Monthly MIS. 6. Sharing timely & accurate MIS data with Finance department for generating tax invoices. 7. Follow up with clients/partner for payments against generated invoices. 8. Act as mediator between company and clients/partner. 9. Ensure all operational activities comply with internal policies, industry regulations (IRDAI guidelines), and legal requirements. Qualifications and Criteria: Bachelor's degree preferred with Advance Excel Knowledge. Previous experience in customer service, preferably in the insurance industry. Proficiency in using customer service software and Microsoft Office applications. IRDA certification will be the added advantage. Compensation & Benefits Fixed: Depends on experience, qualifications. Variable: Annual Performance Based Incentive. Group Health Insurance Benefits as per company policy.
Were looking for a Design Manager who can lead our design team with a strong eye for detail, design strategy, and execution. You will oversee and contribute hands-on to UI/UX design using Figma, as well as manage graphic design and video content creation for both digital platforms and marketing. Responsibilities: Develop visually compelling graphics, illustrations, and layouts for digital and print materials, including social media posts, infographics, email newsletters, brochures, presentations, and advertisements. Conceptualize and produce high-quality videos for promotional content, client testimonials, educational resources, and other marketing initiatives. Lead and manage the entire design function - UI/UX, visual design, and multimedia. Create and review wireframes, prototypes, and final designs in Figma for websites and mobile apps. Manage multiple projects simultaneously and adhere to project timelines, delivering assets that meet or exceed expectations in terms of creativity, quality, and accuracy. Work closely with external vendors, freelancers, and agencies as needed to support specific design or video production requirements. Provide creative input and contribute ideas to brainstorming sessions and marketing strategy meetings, helping to shape the direction of our content and campaigns. Skills & Competencies: Proven experience of 1 to 2 years as a graphic designer and video maker, with a strong portfolio showcasing your creative work across various mediums and platforms. Proficiency in graphic design software such as Adobe Creative Suite (Photoshop, Illustrator, InDesign), as well as video editing software like Adobe Premiere Pro, Final Cut Pro, or similar tools. Solid understanding of design principles, typography, color theory, and composition, with the ability to create visually appealing and effective designs. Experience in video production, including scripting, storyboarding, shooting, editing, and post-production. Strong communication skills and the ability to collaborate effectively with cross-functional teams, stakeholders, and external partners. Detail-oriented with excellent time management and organizational skills, capable of managing multiple projects and priorities in a fast-paced environment. Knowledge of financial services, wealth management, or related industries is a plus, but not required. Qualifications: Bachelor's degree In any field Compensation Range: Fixed: Depends on experience, qualifications. Variable: Performance Based Incentive. Group Health insurance benefits Eligible for Stock options.
Roles & Responsibilities: Generating Leads and conversion of leads into business. Acquiring and managing HNI/SME, Affluent clients and individuals. Maintaining in depth knowledge of company products and services. Building and maintaining strong relationships with potential and existing clients. Meeting sales/revenue targets. Managing Client portfolios & understand clients financial goals, risk tolerance, investment needs and provide solutions/advisory accordingly. Qualifications: Graduate/MBA with 2 - 5 years of relevant experience. An educational background in Finance/Investment will be an advantage. Compensation & Benefits: Fixed: Depends on experience, qualifications. Variable: Annual Performance Based Incentive, linked to a wealth book managed. Travelling expenses of client meets will be reimbursed. Group Health Insurance.
Roles & Responsibilities: Generating Leads and conversion of leads into business. Acquiring and managing HNI/SME, Affluent clients and individuals. Maintaining in depth knowledge of company products and services. Building and maintaining strong relationships with potential and existing clients. Meeting sales/revenue targets. Managing Client portfolios & understand clients financial goals, risk tolerance, investment needs and provide solutions/advisory accordingly. Qualifications: Graduate/MBA with 2 - 5 years of relevant experience. An educational background in Finance/Investment will be an advantage. Compensation & Benefits: Fixed: Depends on experience, qualifications. Variable: Annual Performance Based Incentive, linked to a wealth book managed. Travelling expenses of client meets will be reimbursed. Group Health Insurance.
We are seeking a highly skilled and experienced UI/UX Designer . The successful candidate will be responsible for designing intuitive, user-centric interfaces for both mobile applications and web platforms . This role requires a deep understanding of user experience principles and a strong visual design sense to create compelling, functional designs that enhance user interaction and satisfaction. Qualifications & Requirements: Experience: A minimum of 3 years of professional experience in UI/UX design, with a proven track record of delivering successful mobile app and web design projects. Demonstrated expertise in designing for iOS, Android, and responsive web platforms, with a strong portfolio showcasing relevant work. Technical Proficiency: Proficient in industry-standard design tools such as Figma. Strong understanding of UX design principles, mobile-first design, and web usability standards. Basic knowledge of front-end technologies (HTML, CSS) and experience collaborating with development teams is an advantage. Education: A diploma/bachelors degree in Graphic Design, Interaction Design, Human-Computer Interaction, or a related field is preferred. Equivalent experience will also be considered.
We are currently seeking a Business Development Manager- POSP and Direct Channel- Insurance Sales (Life/Motor/Health/Group Business) Appointing POSP Channel partners for effective revenue generation for the company as well as partner Generating new business through Direct acquisition as well by utilizing various sales techniques to promote and sell life and Health insurance policies to potential customers Providing excellent customer service to new and existing clients, building long-lasting relationships and fostering trust Keeping up to date with the latest market trends, product and industry knowledge to provide sound advice Meeting and exceeding sales targets and goals Requirements: POSP Channel Experience : Relevant POSP Channel experience of appointing channel partners. Previous Sales Experience: Proven success in a sales role, preferably in insurance or financial services. Experience in life insurance sales is highly desirable. Excellent Communication Skills: Strong verbal and written communication skills to effectively present information, listen actively, and respond to client inquiries. Interpersonal Skills: Ability to build rapport, establish trust, and maintain long-term relationships with clients. Good negotiation and persuasion skills are essential. Self-Motivated: Demonstrated ability to work independently, set goals, and achieve targets. Proactive and driven to succeed in a competitive sales environment. Ethical Conduct: Adherence to high ethical standards, maintaining client confidentiality, and following regulatory guidelines. Knowledge of Insurance Products: Familiarity with various types of life & Health insurance policies, their features, and benefits. Understanding of underwriting principles and risk assessment is an advantage. Computer Proficiency: Basic knowledge of computer systems, including proficiency in using customer relationship management (CRM) software, Microsoft Office, and online communication tools.
Roles & Responsibilities: Identify, acquire, and maintain relationships with HNI, SME, and affluent clients. Engage with both existing and new clients to convert and retain them. Ensure high-quality service and post-sales support to strengthen customer relationships. Understand client needs and recommend suitable investment, insurance, and financial products. Stay informed about various asset classes to suggest well-structured investment portfolios in collaboration with Investment and Product teams. Maintain client data, track discussions, analyze insights, and generate reports using available tech tools. Manage relationships with internal and external partners effectively. Ensure adherence to regulatory policies, client suitability guidelines, and internal processes. Qualifications: MBA/PGDM or CFA/CFP with 2-4 years of relevant industry experience. Key Skills : Proven experience in Financial Services Industry and retail Sales or related field. Strong relationship Management and product knowledge. Understanding of financial markets, regulations, and investment strategies. Ability to work collaboratively in cross-functional teams. Strong organizational skills with the ability to manage multiple transactions concurrently. Compensation & Benefits: Fixed: Depends on experience & qualifications. Variable: Annual Performance Based Incentive, linked to a wealth book managed. Travelling expenses of client meets will be reimbursed as per company policy. Group Health Insurance benefits.
Role Context: Epsilon Money Mart, a part of the Epsilon Money group, will engage in developing its investment engine and providing comprehensive financial planning to prospective clients. If youre a detail-oriented analytical professional who is passionate about research & interpreting data, you have found the right team. Have an aptitude for data crunching and analysis along with knowing the basics of investible asset classes to be able to draw comparative analysis to develop investment models. The role focusses on researching, analyzing, and modelling financial data to support investment decisions. Analyze and prepare client portfolios and assist them in the portfolio construction / review process by working with product team to achieve their financial objectives as per client suitability and risk profile. Study market trends & product(s) performance, collate research reports, update, and train the Sales team on day-to-day investment related information, investment ideas, new product updates etc. Provide updates and recommendations to RMs and clients on portfolios. Thus, managing all relationships with internal and external stakeholders. Managing deliverables while servicing all ad-hoc queries and requests. Ensure adherence to Client & Products Suitability policy, regulatory standards, and requirements as well as all operating processes relating to the front office. Qualification The successful candidate should be open to challenges, looking for immense growth professionally and intellectually. Passion towards wealth management is the most important. Minimum post-graduate in Finance or CFA/CFP with 1-3 years of relevant industry experience. Proficiency in ACE Equity/MF, MS-Office, etc. with strong analytical skills and financial modelling ability. Candidates who have cleared SEBI/NISM Investment Advisor Exams/hold a license will be preferred. Knowledge of relevant regulations pertaining to investment business. Skills, Abilities and Personality Traits Proven leadership abilities, high degree of integrity with strong work ethic; thus, working in a self-managed, entrepreneurial environment. Strong organizational and time management skills to effectively manage multiple investment mandates. Excellent interpersonal and communication skills while managing clients. Demonstrate ability to work with a structured approach towards defined investment process. Ability to develop and maintain professional relationships. Compensation Range Fixed: Depending on skills and experience Variable: Annual Performance Based Bonus Group Health Insurance Benefits
Were looking for a Graphic Designer & Video Editor who can lead our design team with a strong eye for detail, design strategy, and execution. You will oversee and contribute hands-on to UI/UX design using Figma, as well as manage graphic design and video content creation for both digital platforms and marketing. Responsibilities: Develop visually compelling graphics, illustrations, and layouts for digital and print materials, including social media posts, infographics, email newsletters, brochures, presentations, and advertisements. Conceptualize and produce high-quality videos for promotional content, client testimonials, educational resources, and other marketing initiatives. Lead and manage the entire design function - UI/UX, visual design, and multimedia. Create and review wireframes, prototypes, and final designs in Figma for websites and mobile apps. Manage multiple projects simultaneously and adhere to project timelines, delivering assets that meet or exceed expectations in terms of creativity, quality, and accuracy. Work closely with external vendors, freelancers, and agencies as needed to support specific design or video production requirements. Provide creative input and contribute ideas to brainstorming sessions and marketing strategy meetings, helping to shape the direction of our content and campaigns. Skills & Competencies: Proven experience of 1 to 2 years as a graphic designer and video maker, with a strong portfolio showcasing your creative work across various mediums and platforms. Proficiency in graphic design software such as Adobe Creative Suite (Photoshop, Illustrator, InDesign), as well as video editing software like Adobe Premiere Pro, Final Cut Pro, or similar tools. Solid understanding of design principles, typography, color theory, and composition, with the ability to create visually appealing and effective designs. Experience in video production, including scripting, storyboarding, shooting, editing, and post-production. Strong communication skills and the ability to collaborate effectively with cross-functional teams, stakeholders, and external partners. Detail-oriented with excellent time management and organizational skills, capable of managing multiple projects and priorities in a fast-paced environment. Knowledge of financial services, wealth management, or related industries is a plus, but not required. Qualifications: Bachelor's degree / Diploma In any field Compensation Range: Fixed: Depends on experience, qualifications. Variable: Performance Based Incentive. Group Health insurance benefits Eligible for Stock options.
Roles & Responsibilities: Identify, acquire, and maintain relationships with HNI, SME, and affluent clients. Engage with both existing and new clients to convert and retain them. Ensure high-quality service and post-sales support to strengthen customer relationships. Understand client needs and recommend suitable investment, insurance, and financial products. Stay informed about various asset classes to suggest well-structured investment portfolios in collaboration with Investment and Product teams. Maintain client data, track discussions, analyze insights, and generate reports using available tech tools. Manage relationships with internal and external partners effectively. Ensure adherence to regulatory policies, client suitability guidelines, and internal processes. Qualifications: MBA/PGDM or CFA/CFP with 3 - 6 years of relevant industry experience. Key Skills : Proven experience in Financial Services Industry and retail Sales or related field. Strong relationship Management and product knowledge. Understanding of financial markets, regulations, and investment strategies. Ability to work collaboratively in cross-functional teams. Strong organizational skills with the ability to manage multiple transactions concurrently. Compensation & Benefits: Fixed: Depends on experience & qualifications. Variable: Annual Performance Based Incentive, linked to a wealth book managed. Travelling expenses of client meets will be reimbursed as per company policy. Group Health Insurance benefits.
Role Overview: We are looking for a talented Marketing Manager to undertake marketing projects for the benefit of our company. You will organize creative campaigns and promotional events that can make a difference for our companys success according to trends and customer requirements. Work Experience: Relevant 2-3 years of experience in MKT in financial industry is preferred Key Responsibilities Develop and implement marketing strategies to enhance brand visibility and support business growth. Plan, execute, and monitor campaigns across digital, print, and on-ground channels. Collaborate closely with branch teams across 14 locations to ensure alignment of marketing activities with local business objectives. Conceptualize and execute branch-level marketing programs, events, and client engagement activities. Manage social media, website content, and PR initiatives to ensure a consistent brand message. Work with the sales team to generate qualified leads and support revenue growth. Track marketing ROI, prepare reports, and present insights to management. Manage external vendors, creative agencies, and partners for marketing deliverables. Stay updated with industry trends and competitor strategies to identify new opportunities. Preferred Skills and Attitude: Familiarity with social media and web analytics Excellent communication and people skills Ability to work under pressure to deliver within aggressive timelines set Ability to express ideas creatively
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