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.