Company Description IC Moneymart is an AMFI-registered mutual fund distributor, providing a range of financial services including Mutual Funds investment, New Fund offerings (NFO), Insurance, Fixed Deposit, and Tax-saving Investments. With years of industry experience, we have earned the trust of our clients through exceptional service and professional expertise. Our team ensures that clients receive the best advice and solutions for their financial needs. Role Description This is a full-time hybrid role for a NISM Exam Trainer, located in the Greater Kolkata Area with some work-from-home flexibility. The NISM Exam Trainer will be responsible for conducting training sessions for NISM certification exams, creating and updating training materials, and evaluating trainee performance. Additional duties include providing feedback to trainees, staying updated with the latest NISM curriculum, and coordinating with the training department for scheduling and resources. Qualifications Strong knowledge of NISM certifications and financial services Experience in training, public speaking, and educational instruction Curriculum development and instructional design skills Excellent communication and interpersonal skills Ability to work independently and manage time effectively Proficiency in using online training tools and platforms Relevant certification or educational background in finance is a plus Bachelor's degree in Finance, Business, Education, or related field Show more Show less
Company Description IC Moneymart is an AMFI-registered mutual fund distributor, offering comprehensive financial services which include Mutual Funds investment, New Fund offerings (NFO), Insurance, Fixed Deposit, and Tax-saving Investments. With years of experience, we have established ourselves as a trusted partner, providing exceptional services to our clients. Our team of professionals brings a wealth of knowledge and expertise, ensuring that our clients receive the best possible advice and solutions for their financial needs. Role Description This is a full-time hybrid role for a B2B Sales and Marketing Management Trainee, based in Agartala with some work-from-home flexibility. The trainee will be responsible for assisting in sales and marketing activities, managing customer relationships, and providing training to clients. Day-to-day tasks include developing sales strategies, conducting market research, communicating with clients, and supporting sales management efforts. Qualifications Strong Communication and Customer Service skills Experience in Sales and Sales Management Ability to provide Training to clients and team members Excellent interpersonal skills and the ability to work in a team Bachelor's degree in Business, Marketing, or a related field Experience in the financial services industry is a plus Ability to multitask and manage time efficiently NISM VA EXAM MUST Show more Show less
Company Description IC Moneymart is an AMFI-registered mutual fund distributor offering comprehensive financial services including Mutual Funds investment, New Fund offerings (NFO), Insurance, Fixed Deposit, and Tax saving Investments. With a focus on exceptional client service, our team of professionals provides expert advice and solutions for our clients' financial needs. Role Description This is a full-time hybrid role for a Video Content Creator in Mutual Funds at IC Moneymart. The Video Content Creator will be responsible for creating engaging and informative videos related to mutual fund investments. The role is located in the Greater Kolkata Area with the option for some work from home. Qualifications Video Production, Editing, and Scriptwriting skills Knowledge of Mutual Funds and Financial Services industry Experience in creating content for online platforms Graphic Design and Animation skills Strong communication and storytelling abilities Ability to work both independently and collaboratively Experience with video editing software Bachelor's degree in Film, Media Studies, Communications, or related field Must-Have: NISM Certification Show more Show less
About IC Moneymart: IC Moneymart is one of India's emerging mutual fund distribution platforms, offering comprehensive investment solutions to individuals and institutions. We are rapidly expanding our presence across India, with a focus on empowering partners, IFAs, and clients with cutting-edge tools, transparent service, and holistic financial planning support. Role Overview: We are looking for a driven and experienced Area Manager – B2B Mutual Funds to oversee and grow our distribution network in Burdwan and surrounding areas. The ideal candidate will have hands-on experience working in the Mutual Fund Distribution (MFD) ecosystem and a strong track record of managing B2B relationships, onboarding IFAs, and driving sales targets. Key Responsibilities: Develop and expand the IFA (Independent Financial Advisor) network across the assigned region. Identify and onboard mutual fund distributors, sub-brokers, RIAs , and other investment professionals. Ensure activation, training, and performance management of channel partners. Drive mutual fund product penetration and AUM growth through the B2B channel. Organize and conduct product training, investor awareness programs (IAPs) , and partner engagement activities. Maintain strong relationships with AMCs (Asset Management Companies) and internal teams. Ensure compliance with SEBI and regulatory guidelines. Track sales performance and prepare MIS and reports for management. Key Requirements: Graduate/Postgraduate in Finance, Commerce, or related fields. 3–5 years of proven experience in mutual fund distribution, preferably in a B2B/IFA management role. Sound understanding of mutual fund products, financial markets, and regulatory frameworks. Strong interpersonal and communication skills with a network of local IFAs or mutual fund partners . Result-oriented, self-driven, and capable of handling targets independently. AMFI/NISM certification is mandatory.
Company Description IC Moneymart is an AMFI-registered mutual fund distributor, offering comprehensive financial services including Mutual Funds investment, New Fund Offerings (NFO), Insurance, Fixed Deposits, and Tax Saving Investments. With years of experience, we have established ourselves as a trusted partner for our clients. Our team of professionals brings a wealth of knowledge and expertise to provide the best possible advice and solutions for financial needs. Role Description This is a full-time hybrid role for a Relationship Manager specializing in B2B Mutual Funds, located in Srirampur with some work-from-home flexibility. The Relationship Manager will be responsible for managing client relationships, conducting meetings with corporate clients, providing tailored financial advice, and promoting our range of financial products. Additional tasks include maintaining records, preparing reports, and staying updated on market trends to provide relevant insights to clients. Qualifications Experience in B2B sales and client relationship management Knowledge of mutual funds, new fund offerings, and other financial products Strong communication, negotiation, and presentation skills Skills in market research and financial analysis Proficiency with CRM software and Microsoft Office Suite Bachelor’s degree in Finance, Business, Economics, or a related field Prior experience in the financial services industry is a plus Must Pass NISM VA
About IC Moneymart: IC Moneymart is a fast-growing Mutual Fund Distribution platform committed to helping individuals and partners build wealth through transparent, tech-enabled investment solutions. We're building a brand that educates and empowers investors—both online and offline. Role Overview: We’re looking for a creative and finance-savvy Video Content Creator to conceptualize, script, shoot, and edit engaging videos around mutual funds and personal finance . You will work closely with our marketing and advisory teams to create content that educates, builds trust, and grows our brand across platforms like YouTube, Instagram, LinkedIn, and more . Key Responsibilities: Develop creative video concepts that simplify complex mutual fund topics. Write clear, concise, and engaging scripts for explainer videos, reels, and short-form content. Shoot and edit videos in-house or remotely using your own equipment or company-provided tools. Create educational, product-based, and promotional video content for social media, website, and YouTube. Stay updated on trends in personal finance, SEBI guidelines, and mutual fund industry updates. Collaborate with designers, financial planners, and marketing team to align messaging. Ensure consistent tone, branding, and visual identity across all videos. Monitor video performance and optimize content based on analytics. Key Requirements: Bachelor’s degree in Media, Communications, Finance, or related field. 1–3 years of experience in video content creation, preferably in financial services or edutainment. Strong understanding of mutual funds, SIPs, ELSS, market trends, and retail investing . Proficient in tools like Adobe Premiere Pro, Final Cut Pro, Canva, CapCut, or similar . Excellent on-camera presence and/or voiceover skills. Ability to create both long-form educational videos and short reels/reels/stories . Fluent in English and Hindi ; knowledge of other regional languages is a plus. Self-motivated, deadline-oriented, and passionate about financial literacy. Preferred: Experience working with a Mutual Fund Distributor, AMC, fintech platform, or personal finance influencer. Knowledge of SEBI regulations and AMFI/NISM certification. Background in content marketing or SEO-optimized video creation.
Company Description IC Moneymart is an AMFI-registered mutual fund distributor that offers comprehensive financial services including Mutual Funds investment, New Fund offerings (NFO), Insurance, Fixed Deposit, and Tax saving Investments. With a strong reputation built over years of delivering exceptional services, we are a trusted partner for our clients. Our team of experienced professionals ensures that our clients receive the best possible advice and solutions for their financial needs. Role Description This is a full-time on-site role for a Video Editor in the Greater Kolkata Area. The Video Editor will be responsible for creating, editing, and producing high-quality video content. Daily tasks will include video production, video editing, video color grading, and creating motion graphics. Collaboration with the creative team to develop visual content that aligns with our brand will also be a key part of the role. Qualifications Proficiency in Video Production and Video Editing Experience in Video Color Grading Skills in Motion Graphics and Graphics Strong attention to detail and creativity Ability to work collaboratively with a team Excellent time management and organizational skills Experience in the financial services industry is a plus Bachelor’s degree or equivalent experience in Film, Media, or a related field
Company Description IC Moneymart, an AMFI-registered mutual fund distributor, provides comprehensive financial services, including Mutual Funds investment, New Fund offerings (NFO), Insurance, Fixed Deposit, and Tax-saving Investments. With a trusted reputation and years of experience, our team ensures clients receive the best possible advice and solutions for their financial needs. Our professionals bring a wealth of knowledge and dedication to delivering exceptional services. Role Description This is a full-time hybrid role for a Relationship Manager - B2B Mutual Funds, located in Siliguri with some work from home flexibility. Responsibilities include managing and building relationships with business clients, providing expert advice on mutual funds investments and other financial services, developing and implementing strategies to meet clients' financial goals, and staying updated with market trends. The role also involves organizing client meetings, preparing investment proposals, and ensuring excellent client satisfaction. Qualifications Strong knowledge of Mutual Funds, Insurance, Fixed Deposit, and Tax-saving Investments Experience in client relationship management and business development Excellent communication, negotiation, and presentation skills Analytical skills and ability to understand market trends Ability to work independently and in a team environment Proficiency in financial planning and advisory services Bachelor's degree in Finance, Business, or related field Professional certifications such as NISM VA must
Company Description IC Moneymart is an AMFI-registered mutual fund distributor, providing comprehensive financial services that include Mutual Funds investments, New Fund offerings (NFO), Insurance, Fixed Deposit, and Tax saving Investments. With years of experience, we have established ourselves as a trusted partner to our clients. Our team of professionals offers extensive knowledge and expertise to ensure our clients receive the best possible advice and solutions for their financial needs. Role Description This is a full-time hybrid role for an Area Manager- B2B Mutual Funds, located in Burdwan with some work from home acceptable. The Area Manager will be responsible for overseeing and managing B2B mutual fund distributions, communicating with clients and partners, analyzing financial data, and creating strategic plans to drive sales and investments. Day-to-day tasks include identifying and developing new business opportunities, providing investment advice, and ensuring high levels of client satisfaction. Qualifications Strong Analytical Skills to interpret financial data and market trends Knowledge in Investments and investment products such as mutual funds Finance expertise and experience in Investment Management Understanding of Equities and other financial instruments Excellent communication and client management skills Ability to work independently and in a hybrid work environment Experience in B2B sales or financial advisory services is a plus Bachelor’s degree in Finance, Business, Economics, or a related field
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
Company Description IC Moneymart is an AMFI-registered mutual fund distributor, offering a diverse range of financial services, including Mutual Funds investment, New Fund offerings (NFO), Insurance, Fixed Deposits, and Tax-saving Investments. With years of experience, we have built a reputation as a trusted partner in financial services. Our team of professionals delivers expert advice and tailored solutions to meet our clients' financial goals effectively. Role Description This is a full-time role for a Relationship Manager in B2B Mutual Funds Sales. The role involves developing and maintaining relationships with businesses, understanding their financial needs, and providing suitable mutual fund products and solutions. Responsibilities include client acquisition, conducting financial presentations, managing portfolios, and ensuring client satisfaction. The position is a hybrid role based in the Greater Kolkata Area, allowing for a combination of in-office and remote work. Qualifications Experience in Financial Services, especially in Mutual Funds and B2B sales Strong client relationship management and communication skills Expertise in financial presentations, portfolio management, and investment solutions Ability to analyze clients' financial needs and provide tailored solutions Knowledge of AMFI regulations and compliance Bachelor’s degree in Finance, Business, or related field Proficiency in financial software and tools Excellent negotiation and problem-solving skills Ability to work independently and in a team environment
Responsibilities: * Manage B2B mutual fund relationships * Collaborate with MFDs on new business opportunities * Ensure compliance with regulatory standards * Provide exceptional customer service Must pass NISM VA exam before joining