Finideas invesment Advisor Pvt Ltd

7 Job openings at Finideas invesment Advisor Pvt Ltd
Sales Support Executive piplod, surat, gujarat 1 years INR Not disclosed Remote Full Time

Gender : Male/Female Eligible Degrees : Profile 1: B.B.A. & B. Com. Profile 2: M.B.A. & M. Com. Salary : Freshers : 15k to 25k Experience : As per interview Sales Support : ● Assist Sales Executives with day-to-day tasks and activities. ● Follow up on sales leads and customer queries. ● Manage customer KYC processes and ensure compliance. Customer Interaction : ● Call customers and write professional emails to engage and address their needs. ● Help with registration, banking, trading, and related client onboarding procedures. CRM Management : ● Maintain accurate records in BITRIX CRM software. ● Log all customer interactions, meetings, and activities for seamless coordination. Event Support : ● Plan, target, and invite customers to webinars/seminars. ● Prepare and deliver impactful presentations. ● Track attendance and follow up with registered customers. Website & Software Testing : ● Test websites, software, and back-office systems for bugs. ● Work with developers to resolve issues and implement new versions. Client & Investor Support : ● Address customer queries promptly and send fee collection reminders. ● Track advisory opportunities and improve client services (e.g., reports and performance updates). Research & Innovation : ● Conduct research for new product development and data insights. ● Identify and implement improvements in client services. Outside Visits : ● Meet customers at their locations to complete registrations and other formalities. ● Maintain detailed records of all visits and activities conducted outside. Team Coordination : ● Attend team meetings, webinars, and training programs on time. ● Document and track all meetings, training sessions, and outcomes. Job Type: Full-time Pay: From ₹15,000.00 per month Benefits: Flexible schedule Work from home Ability to commute/relocate: Piplod, Surat, Gujarat: Reliably commute or planning to relocate before starting work (Required) Application Question(s): Do you have your own System, Wifi,and Vehicle ? A) Yes B) No Experience: Business development: 1 year (Required) Lead generation: 1 year (Preferred) total work: 1 year (Preferred) Sales: 1 year (Preferred) Language: English (Preferred) Work Location: In person

Sales Support Executive india 1 years INR 1.8 - 1.8 Lacs P.A. Remote Full Time

Gender : Male/Female Eligible Degrees : Profile 1: B.B.A. & B. Com. Profile 2: M.B.A. & M. Com. Salary : Freshers : 15k to 25k Experience : As per interview Sales Support : ● Assist Sales Executives with day-to-day tasks and activities. ● Follow up on sales leads and customer queries. ● Manage customer KYC processes and ensure compliance. Customer Interaction : ● Call customers and write professional emails to engage and address their needs. ● Help with registration, banking, trading, and related client onboarding procedures. CRM Management : ● Maintain accurate records in BITRIX CRM software. ● Log all customer interactions, meetings, and activities for seamless coordination. Event Support : ● Plan, target, and invite customers to webinars/seminars. ● Prepare and deliver impactful presentations. ● Track attendance and follow up with registered customers. Website & Software Testing : ● Test websites, software, and back-office systems for bugs. ● Work with developers to resolve issues and implement new versions. Client & Investor Support : ● Address customer queries promptly and send fee collection reminders. ● Track advisory opportunities and improve client services (e.g., reports and performance updates). Research & Innovation : ● Conduct research for new product development and data insights. ● Identify and implement improvements in client services. Outside Visits : ● Meet customers at their locations to complete registrations and other formalities. ● Maintain detailed records of all visits and activities conducted outside. Team Coordination : ● Attend team meetings, webinars, and training programs on time. ● Document and track all meetings, training sessions, and outcomes. Job Type: Full-time Pay: From ₹15,000.00 per month Benefits: Flexible schedule Work from home Ability to commute/relocate: Piplod, Surat, Gujarat: Reliably commute or planning to relocate before starting work (Required) Application Question(s): Do you have your own System, Wifi,and Vehicle ? A) Yes B) No Experience: Business development: 1 year (Required) Lead generation: 1 year (Preferred) total work: 1 year (Preferred) Sales: 1 year (Preferred) Language: English (Preferred) Work Location: In person

Marketing Executive surat 0 years INR 2.16 - 3.0 Lacs P.A. On-site Full Time

Gender: Male/Female Education: Graduate / Post Graduate Experience: Open to experienced candidates Key Responsibilities 1. Lead Generation & Business Development Proactively identify and develop new business opportunities through effective lead-generation strategies. Build and maintain a database of potential clients for future outreach. Execute targeted marketing campaigns to generate high-quality leads for the sales team. 2. Marketing Strategy & Planning Develop and implement strategic marketing plans to enhance brand visibility and market presence. Plan, coordinate, and oversee marketing initiatives such as webinars, seminars, and promotional events. Monitor the performance of marketing campaigns and optimize strategies based on insights and results. 3. Team Supervision – Marketing Support Lead and mentor the Marketing Support Executive(s) to ensure timely and accurate completion of tasks. Oversee the preparation and execution of marketing materials, presentations, and reports. Ensure smooth coordination within the team for event planning, CRM updates, and customer follow-ups. 4. Client Relationship Management Build and maintain long-term, meaningful relationships with clients to promote repeat business. Follow up on leads to convert them into potential clients. Serve as the primary point of contact for clients regarding marketing-related communication. 5. Market Analysis & Innovation Conduct market research to identify trends, opportunities, and insights on competitors. Provide inputs to improve company products, services, and marketing strategies. Identify new platforms and channels for lead generation and marketing outreach. 6. Reporting & Performance Tracking Maintain accurate records of marketing activities, lead conversions, and campaign results using CRM tools such as Bitrix. Generate periodic reports to update management on marketing progress and lead pipelines. Track and analyze key performance indicators (KPIs) to ensure departmental targets are met. Job Types: Full-time, Permanent, Fresher Pay: ₹18,000.00 - ₹25,000.00 per month Benefits: Health insurance Ability to commute/relocate: Surat, Gujarat: Reliably commute or planning to relocate before starting work (Required) Application Question(s): have your own laptop, WI-FI connection. Work Location: In person

Compliance Officer india 0 years INR 2.16 - 3.0 Lacs P.A. On-site Full Time

Salary: As per the Interview Education: Graduate/Post Graduate Key Responsibilities: Lead Investment Activitie s: Oversee and direct investment strategies, ensuring alignment with organizational goals. Client Relationship Management: Maintain and enhance service relationships with clients to understand their needs and preferences. Leadership Skills: Proven capability to lead teams effectively and inspire high performance. Communication Skills: Excellent verbal and written communication skills to convey complex information clearly. Identify and implement strategies to enhance the performance of investment products. Team Development: Train and mentor a diverse team of executives across various roles to foster a culture of growth and excellence. Performance Reporting: Regularly report on product performance and deliverables to management, providing insights and recommendations. Required Skills: Financial Certifications: Possess relevant certifications such as NISM RIA, NISM Derivatives, and NISM Research. Reasoning and Analytical Skills: Strong analytical and reasoning abilities to make data-driven decisions. Leadership Skills: Proven capability to lead teams effectively and inspire high performance. Communication Skills: Excellent verbal and written communication skills to convey complex information clearly. Office Timing: 9:00 AM to 6:00 PM Job Types: Full-time, Permanent, Fresher Pay: ₹18,000.00 - ₹25,000.00 per month Benefits: Health insurance Ability to commute/relocate: Piplod, Surat, Gujarat: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor's (Required) License/Certification: NISM XA-XB (Preferred) Work Location: In person

Marketing Executive surat, gujarat 0 years INR 0.18 - 0.25 Lacs P.A. On-site Full Time

Gender: Male/Female Education: Graduate / Post Graduate Experience: Open to experienced candidates Key Responsibilities 1. Lead Generation & Business Development Proactively identify and develop new business opportunities through effective lead-generation strategies. Build and maintain a database of potential clients for future outreach. Execute targeted marketing campaigns to generate high-quality leads for the sales team. 2. Marketing Strategy & Planning Develop and implement strategic marketing plans to enhance brand visibility and market presence. Plan, coordinate, and oversee marketing initiatives such as webinars, seminars, and promotional events. Monitor the performance of marketing campaigns and optimize strategies based on insights and results. 3. Team Supervision – Marketing Support Lead and mentor the Marketing Support Executive(s) to ensure timely and accurate completion of tasks. Oversee the preparation and execution of marketing materials, presentations, and reports. Ensure smooth coordination within the team for event planning, CRM updates, and customer follow-ups. 4. Client Relationship Management Build and maintain long-term, meaningful relationships with clients to promote repeat business. Follow up on leads to convert them into potential clients. Serve as the primary point of contact for clients regarding marketing-related communication. 5. Market Analysis & Innovation Conduct market research to identify trends, opportunities, and insights on competitors. Provide inputs to improve company products, services, and marketing strategies. Identify new platforms and channels for lead generation and marketing outreach. 6. Reporting & Performance Tracking Maintain accurate records of marketing activities, lead conversions, and campaign results using CRM tools such as Bitrix. Generate periodic reports to update management on marketing progress and lead pipelines. Track and analyze key performance indicators (KPIs) to ensure departmental targets are met. Job Types: Full-time, Permanent, Fresher Pay: ₹18,000.00 - ₹25,000.00 per month Benefits: Health insurance Ability to commute/relocate: Surat, Gujarat: Reliably commute or planning to relocate before starting work (Required) Application Question(s): have your own laptop, WI-FI connection. Work Location: In person

Sales Support Executive piplod, surat, gujarat 0 - 1 years None Not disclosed Remote Full Time

Gender : Male/Female Eligible Degrees : Profile 1: B.B.A. & B. Com. Profile 2: M.B.A. & M. Com. Salary : Freshers : 15k to 25k Experience : As per interview Sales Support : ● Assist Sales Executives with day-to-day tasks and activities. ● Follow up on sales leads and customer queries. ● Manage customer KYC processes and ensure compliance. Customer Interaction : ● Call customers and write professional emails to engage and address their needs. ● Help with registration, banking, trading, and related client onboarding procedures. CRM Management : ● Maintain accurate records in BITRIX CRM software. ● Log all customer interactions, meetings, and activities for seamless coordination. Event Support : ● Plan, target, and invite customers to webinars/seminars. ● Prepare and deliver impactful presentations. ● Track attendance and follow up with registered customers. Website & Software Testing : ● Test websites, software, and back-office systems for bugs. ● Work with developers to resolve issues and implement new versions. Client & Investor Support : ● Address customer queries promptly and send fee collection reminders. ● Track advisory opportunities and improve client services (e.g., reports and performance updates). Research & Innovation : ● Conduct research for new product development and data insights. ● Identify and implement improvements in client services. Outside Visits : ● Meet customers at their locations to complete registrations and other formalities. ● Maintain detailed records of all visits and activities conducted outside. Team Coordination : ● Attend team meetings, webinars, and training programs on time. ● Document and track all meetings, training sessions, and outcomes. Job Type: Full-time Pay: From ₹15,000.00 per month Benefits: Flexible schedule Work from home Ability to commute/relocate: Piplod, Surat, Gujarat: Reliably commute or planning to relocate before starting work (Required) Application Question(s): Do you have your own System, Wifi,and Vehicle ? A) Yes B) No Experience: Business development: 1 year (Required) Lead generation: 1 year (Preferred) total work: 1 year (Preferred) Sales: 1 year (Preferred) Language: English (Preferred) Work Location: In person

Compliance Officer piplod, surat, gujarat 0 years INR 0.18 - 0.25 Lacs P.A. On-site Full Time

Salary: As per the Interview Education: Graduate/Post Graduate Key Responsibilities: Lead Investment Activitie s: Oversee and direct investment strategies, ensuring alignment with organizational goals. Client Relationship Management: Maintain and enhance service relationships with clients to understand their needs and preferences. Leadership Skills: Proven capability to lead teams effectively and inspire high performance. Communication Skills: Excellent verbal and written communication skills to convey complex information clearly. Identify and implement strategies to enhance the performance of investment products. Team Development: Train and mentor a diverse team of executives across various roles to foster a culture of growth and excellence. Performance Reporting: Regularly report on product performance and deliverables to management, providing insights and recommendations. Required Skills: Financial Certifications: Possess relevant certifications such as NISM RIA, NISM Derivatives, and NISM Research. Reasoning and Analytical Skills: Strong analytical and reasoning abilities to make data-driven decisions. Leadership Skills: Proven capability to lead teams effectively and inspire high performance. Communication Skills: Excellent verbal and written communication skills to convey complex information clearly. Office Timing: 9:00 AM to 6:00 PM Job Types: Full-time, Permanent, Fresher Pay: ₹18,000.00 - ₹25,000.00 per month Benefits: Health insurance Ability to commute/relocate: Piplod, Surat, Gujarat: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor's (Required) License/Certification: NISM XA-XB (Preferred) Work Location: In person