You will be joining FUNDSMART FINSERV PVT LTD, a well-established AMFI Registered Mutual Fund Distribution Company located in Pune. Specializing in Mutual Funds, Insurance, Tax planning, FDs, Loans, and various other Financial Services, we are dedicated to offering customized financial advice to assist clients in investments, retirement planning, education savings, and wealth growth. As an Insurance Sales Specialist in a full-time on-site position at FUNDSMART FINSERV PVT LTD, your responsibilities will include selling insurance products, delivering top-notch customer service, overseeing insurance brokerage, and providing expert knowledge in health insurance. To excel in this role, you should possess the following qualifications: - Proficiency in Insurance Sales and Customer Service - Prior experience in Insurance Brokerage - Understanding of Health Insurance - Exceptional communication and interpersonal abilities - Capability to work both independently and collaboratively in a team - Strong sales and negotiation proficiencies - Proven track record of achieving sales targets - A Bachelor's degree in Business, Finance, or a related field If you meet these qualifications and are looking to contribute your skills to a dynamic financial services environment, we welcome your application for the role of Insurance Sales Specialist at FUNDSMART FINSERV PVT LTD.,
Company Description FUNDSMART FINSERV PVT LTD is an AMFI-registered distribution company specializing in Mutual Funds, Insurance, Tax Planning, Fixed Deposits, Loans, and other financial services. With a commitment to providing personalized financial guidance, FUNDSMART helps clients navigate the complexities of investment and financial planning. Our vision is to bridge the gap between investors and financial organizations, offering a one-stop solution for all investment and financial needs. Join FUNDSMART to empower individuals and businesses on their journey toward financial success. Role Description This is a full-time on-site role for a Business Development Manager - Mutual Fund & BFSI, located in Pune. The responsibilities include generating leads, developing strong relationships with clients, offering tailored financial solutions, and driving sales of mutual funds and other financial products. The role also involves identifying market trends, managing client portfolios, and collaborating with internal teams to meet business targets and objectives. Qualifications Proficiency in Business Development, Lead Generation, and Client Relationship Management In-depth knowledge of Mutual Funds, Financial Services, and Insurance products Strong understanding of market analysis, sales strategies, and portfolio management Excellent communication, negotiation, and interpersonal skills Proven ability to work in a target-driven environment Bachelor’s degree in Finance, Business Administration, or a related field; MBA is a plus Experience in the BFSI (Banking, Financial Services, and Insurance) sector preferred Certifications such as AMFI or related qualifications are advantageous
Company Description FUNDSMART FINSERV PVT LTD is an AMFI-registered Mutual Fund Distribution Company specializing in Mutual Funds, Insurance, Tax Planning, Fixed Deposits, Loans, and other Financial Services. As industry experts, FUNDSMART provides personalized financial guidance to help individuals navigate complex investment landscapes. The company's vision is to bridge the gap between investors and financial organizations, offering a one-stop solution for all financial and investment needs. With a focus on empowering clients to achieve their financial goals, FUNDSMART is committed to fostering financial success for every client. Role Description This is a full-time, on-site role for a Relationship Manager located in Pune. The Relationship Manager will be responsible for building and maintaining strong relationships with clients by understanding their financial goals and offering tailored solutions. Responsibilities include managing a portfolio of clients, providing investment advice, assisting with financial products and services, and ensuring a high level of client satisfaction. Regular client meetings, market research, and business development efforts will also be key aspects of this role. Qualifications Strong communication, presentation, and interpersonal skills Ability to analyze financial data, assess client needs, and provide customized investment solutions Knowledge of investment products, including mutual funds, insurance, tax planning, and loans Proactive business development skills, with a focus on relationship-building Proficiency in financial planning tools and CRM software Ability to work independently and collaboratively in a fast-paced environment Educational background in Finance, Business, or related field is preferred Prior experience in financial services or as a financial or relationship manager is advantageous AMFI/NISM certification will be considered a plus
Company Description FUNDSMART FINSERV PVT LTD is an AMFI-registered Mutual Fund Distribution Company that specializes in mutual funds, insurance, tax planning, fixed deposits, loans, and other financial services. As industry experts, we provide personalized financial guidance to help clients navigate investment complexities, whether it's retirement planning, education funding, or wealth creation. Our vision is to bridge the gap between investors and financial institutions, becoming a one-stop solution for all investment and financial needs. We are dedicated to empowering our clients to achieve financial success with our expert support and services. Role Description We are seeking a Sales and Marketing Manager specializing in Mutual Funds and Financial Services for a full-time on-site role based in Pune. The role involves overseeing sales and marketing strategies, building and maintaining client relationships, and driving customer acquisition efforts. The manager will develop and execute campaigns, deliver exceptional customer support, and work closely with clients to identify and meet financial goals. Additional responsibilities include analyzing market trends, preparing reports, and collaborating with team members to achieve targets. Qualifications Proven skills in sales, business development, and customer relationship management Strong knowledge of mutual funds, tax planning, insurance, and overall financial services Ability to develop and implement effective marketing strategies and campaigns Proficiency in market trend analysis, financial planning, and performance reporting Excellent communication, presentation, and interpersonal skills Strong organizational skills and ability to work in a fast-paced environment Bachelor's degree in Finance, Marketing, Business Administration, or a related field AMFI/NISM certification and prior experience in the financial services sector are preferred
Company Description FUNDSMART Finserv Pvt Ltd is a professionally managed AMFI-registered Mutual Fund Distribution Company specializing in diverse services such as Mutual Funds, Insurance, Tax Planning, Fixed Deposits (FD), Loans, and other Financial Services. With deep industry expertise, FUNDSMART provides tailored financial advice to help clients achieve life goals like retirement planning, funding education, or wealth accumulation. Our vision is to bridge the gap between investors and financial organizations, becoming a one-stop solution for all investment and financial needs. Join FUNDSMART and embark on a journey toward financial success with a trusted partner. Role Description This is a full-time on-site role located in Pune for a Relationship Manager: Mutual Fund, PMS & AIF at FUNDSMART Finserv Pvt Ltd. The Relationship Manager will be responsible for building and maintaining client relationships, providing financial solutions tailored to individual needs, and promoting Mutual Fund, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF) offerings. Responsibilities include identifying potential clients, conducting financial assessments, recommending suitable investment options, staying updated with market trends, and ensuring client satisfaction by offering excellent customer service. Qualifications Proficiency in financial products like Mutual Funds, PMS, and AIFs. Strong relationship management and client servicing skills to build and maintain long-term customer relationships. Ability to conduct in-depth financial analysis and suggest suitable investment planning options. Well-versed with the financial market landscape and trends. Excellent communication and interpersonal skills with a client-centric approach. Proven ability to meet sales targets and develop effective sales strategies. Relevant experience within the financial services industry is preferred. Bachelor’s degree in Finance, Business, or a related discipline. Certifications like AMFI or CFP are advantageous.
Company Description FUNDSMART FINSERV PVT LTD is a professionally managed, AMFI-registered mutual fund distribution company offering a comprehensive range of financial services. These include mutual funds, insurance, tax planning, fixed deposits, loans, and other financial instruments. With a vision to bridge the gap between investors and financial organizations, FUNDSMART strives to be a one-stop solution for all financial and investment needs. By providing personalized financial guidance, the company assists clients in achieving their financial goals, whether it’s retirement planning, education funds, or wealth growth. Located in Pune, FUNDSMART is dedicated to helping individuals and families achieve lasting financial success. Role Description This is a full-time, on-site Relationship Manager role based in Pune. The Relationship Manager will be responsible for fostering and maintaining strong client relationships, providing tailored financial guidance, and presenting investment solutions that align with the clients’ financial goals. Day-to-day responsibilities include offering customer support, managing client portfolios, analyzing financial needs, and promoting services such as mutual funds, insurance, and tax planning, among others. The individual will also identify new opportunities and help clients navigate financial decisions, ensuring their long-term success. Qualifications Strong interpersonal, communication, and client relationship management skills. Basic knowledge of financial instruments like mutual funds, insurance, loans, and tax planning. Proficiency in sales, account management, and handling client portfolios. Analytical thinking and problem-solving skills to assess client financial needs and provide strategic solutions. Relevant experience in financial services or investment-related roles is advantageous. Degree in Finance, Business Administration, or related field preferred. Ability to work independently and manage multiple client relationships efficiently. Proficiency in using CRM tools and financial software is a plus.
Company Description FUNDSMART FINSERV PVT LTD is a professionally managed AMFI Registered Mutual Fund Distribution Company specializing in mutual funds, insurance, tax planning, fixed deposits, loans, and other financial services. With extensive industry expertise, FUNDSMART offers personalized financial guidance to help clients achieve their investment goals, whether for retirement, education, or wealth growth. The company is dedicated to bridging the gap between investors and financial organizations while being a one-stop solution for clients' investment and financial needs. Located in Pune, FUNDSMART is committed to empowering individuals and businesses to achieve financial success through tailored strategies and exceptional service. Role Description This is a full-time, on-site role in Pune, for a Sales Business Development professional. The day-to-day responsibilities include identifying and managing potential leads, conducting market research to identify opportunities, building client relationships, and offering tailored financial solutions. The role involves delivering exceptional customer service while achieving sales targets and contributing to the growth of the business. Collaboration with the team and maintaining up-to-date market knowledge will be essential for success in this position. Qualifications Strong analytical skills to assess financial data and market trends effectively Excellent communication and interpersonal skills to establish and maintain client relationships Experience in lead generation and market research Outstanding customer service skills to understand and meet client needs Ability to work independently and collaboratively as part of a team Knowledge of financial products, services, and investment strategies is highly advantageous Bachelor’s degree in Finance, Business, Marketing, or a related field is preferred Prior experience in a sales or business development role is a plus
Company Description FUNDSMART FINSERV PVT LTD is a professionally managed AMFI Registered Mutual Fund Distribution Company specializing in mutual funds, insurance, tax planning, fixed deposits, loans, and other financial services. With extensive industry expertise, FUNDSMART offers personalized financial guidance to help clients achieve their investment goals, whether for retirement, education, or wealth growth. The company is dedicated to bridging the gap between investors and financial organizations while being a one-stop solution for clients investment and financial needs. Located in Pune, FUNDSMART is committed to empowering individuals and businesses to achieve financial success through tailored strategies and exceptional service. Role Description This is a full-time, on-site role in Pune, for a Sales Business Development professional. The day-to-day responsibilities include identifying and managing potential leads, conducting market research to identify opportunities, building client relationships, and offering tailored financial solutions. The role involves delivering exceptional customer service while achieving sales targets and contributing to the growth of the business. Collaboration with the team and maintaining up-to-date market knowledge will be essential for success in this position. Qualifications Strong analytical skills to assess financial data and market trends effectively Excellent communication and interpersonal skills to establish and maintain client relationships Experience in lead generation and market research Outstanding customer service skills to understand and meet client needs Ability to work independently and collaboratively as part of a team Knowledge of financial products, services, and investment strategies is highly advantageous Bachelor's degree in Finance, Business, Marketing, or a related field is preferred Prior experience in a sales or business development role is a plus
Company Description FUNDSMART Finserv Pvt Ltd is a professionally operated AMFI Registered Mutual Fund Distribution Company specializing in Mutual Funds, Insurance, Tax Planning, Fixed Deposits, Loans, and other financial services. With vast expertise in the industry, FUNDSMART provides personalized financial guidance, assisting clients in navigating the complexities of investments for retirement, education, and wealth accumulation. The company aspires to bridge the gap between investors and financial organizations, aiming to become a one-stop solution for all investment and financial needs. Dedicated to empowering individuals on their journey toward financial success, FUNDSMART continues to prioritize customer-centric solutions. Role Description This full-time, on-site role based in Pune entails working as a Business Development Manager specializing in Mutual Funds, PMS, SIF, AIF, and Insurance. Core responsibilities include identifying potential clients, building and maintaining client relationships, offering tailored investment solutions, managing portfolios, promoting financial products, and meeting sales targets. The role also involves ensuring compliance with industry regulations, staying updated on market trends, and providing regular updates and reports to senior management. Collaboration with other teams to enhance business strategies and customer satisfaction is key. Qualifications Strong understanding of Financial Products such as Mutual Funds, PMS, SIF, AIF, and Insurance Proven skills in Business Development, Client Relationship Management, and Sales Strategy Analytical ability for Market Research, Portfolio Management, and Investment Analysis Effective Communication, Negotiation, and Presentation Skills Knowledge of regulatory and compliance requirements in the financial services sector Bachelor’s degree in Finance, Business Administration, or a related field; advanced certifications (e.g., AMFI, CFP) are advantageous Proactive approach with self-motivation and the ability to meet and exceed targets Proficiency in using financial tools, CRM software, and Microsoft Office Suite
Company Description FUNDSMART FINSERV PVT LTD is an AMFI-registered Mutual Fund Distribution Company that provides a range of financial services, including mutual funds, insurance, tax planning, fixed deposits, loans, and other investment solutions. With expertise in the financial industry, FUNDSMART offers personalized guidance to help clients achieve their financial goals such as retirement planning, education savings, and wealth growth. Our vision is to bridge the gap between investors and financial institutions, becoming a one-stop solution for all investment and financial needs. Join FUNDSMART to embark on your path to financial success and make a meaningful impact in the industry. Role Description This is a full-time, on-site role based in Pune for a Mutual Fund Operations Manager. The role involves overseeing daily operations related to mutual fund transactions, ensuring compliance with regulatory requirements, managing client accounts, and addressing client queries. The manager will be responsible for coordinating with fund houses, preparing reports, and maintaining accurate records, while ensuring seamless operational efficiency. Collaboration with the sales team to implement strategies and improve client experience is also a key part of the role. Qualifications Comprehensive knowledge of Mutual Funds, investment products, and financial services Proficiency in operations management, reporting, and compliance Experience in client relationship management and query resolution Strong analytical, problem-solving, and organizational skills Effective communication and interpersonal skills Proficient in using financial software and tools Educational background in finance, accounting, economics, or related fields Relevant certification such as NISM Series VA certification is highly desirable Prior experience in financial or mutual fund operations is a plus
Company Description FUNDSMART is a professionally managed AMFI Registered Mutual Fund Distribution Company specializing in Mutual Funds, Insurance, Tax Planning, Fixed Deposits, Loans, and other financial services. With extensive industry expertise, FUNDSMART provides personalized financial guidance tailored to meet individual goals such as retirement planning, education savings, and wealth creation. Focused on bridging the gap between investors and financial organizations, the company aims to be a one-stop solution for all investment and financial needs. Based on its vision, FUNDSMART is committed to helping clients embark on their journey to financial success. Role Description This is a full-time on-site role for a Business Development Manager located in Pune. The Business Development Manager will be responsible for identifying and developing new business opportunities, building and maintaining relationships with clients, preparing and delivering presentations to stakeholders, and achieving sales targets. Additional responsibilities include creating and executing strategies to foster growth, providing insights on market trends, and collaborating with internal teams to improve service offerings. Qualifications Strong business development and sales skills, with a proven ability to identify new opportunities and achieve targets. Effective communication, presentation, and relationship-management skills to build and maintain strong client connections. Knowledge of financial services, including Mutual Funds, Insurance, Tax Planning, Fixed Deposits, and Loans. Analytical and strategic-thinking abilities with proficiency in data interpretation and market analysis. Proficiency in MS Office Suite and other relevant tools to support business presentations and reporting. Bachelor's degree in Business Administration, Finance, Marketing, or a related field. Experience in financial services or a similar industry is a significant advantage.