Managing the team of Wealth Managers and guiding them in understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real Estate, Life insurance, General Insurance etc. with us like - Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real Estate, Life insurance, General Insurance etc. Managing a team of Wealth Managers who interact with clients. Estimating, Forecasting and tracking of Sales and Revenue numbers. Meeting the Revenue targets the assigned team. Manage the distribution of leads/resources to the team to ensure optimum manpower utilization. Conducting regular meeting with the team and ensuring that continuous interaction is carried among the team members and solve their problems/queries in a timely manner Train the team on all the products of Wealth Management. Responsible for business development through the acquisition of ultra high net-worth clients. Must ensure incremental growth of AUM and Revenue from the team mapped to them.

Content Curation & Development: Research, compile, and curate relevant learningmaterials from internal and external sources to develop engaging and effective non-behavioural learning content as a primary responsibility. Instructional Design: Apply instructional design principles to develop engaging andinteractive training modules, presentations, and e-learning content. Visual & Learning Material Design: Create visually appealing learning materials usingdesign tools to enhance learner engagement. Learning Management System (LMS) Support: Assist in uploading, updating, andmanaging content on the LMS. Stakeholder Collaboration: Work closely with subject matter experts (SMEs) to developcontent aligned with organizational goals.

Role & responsibilities :Develop and implement a content strategy that aligns with the company's objectives, target audience and brand guidelines.Lead content creation efforts across multiple platforms, including blogs, videos, interviews, and other relevant mediumsEnsure publishing of engaging and SEO-friendly content, including articles, blog posts, website copy, social media posts and email newsletters.Collaborate with cross-functional teams to create content that supports product launches, branding, customer engagement, and thought leadership.Ensure all content adheres to brand guidelines, tone of voice, and SEO best practices to optimize reach and engagement.Research industry trends, market insights and competitor analysis for content development and identify opportunities.Stay updated with industry best practices, emerging trends, and evolving content formats to enhance content marketing initiatives continually.Preferred candidate profile :5-8 years of experience in content creation, content strategy, preferably in the financial services or BFSI industry.Excellent written and verbal communication skills, with the ability to craft compelling content for various audience segments.Creative thinker and passion for story telling with strong project management skills and ability to manage multiple content initiatives simultaneously and deliver results on time.Job Location : Andheri

Job ProfileAs an Operational Risk Management Analyst, you will play a crucial role in assisting the Operational Risk Management Team in identifying, assessing, monitoring, and mitigating operational risks across the organization. You will work closely with experienced risk management professionals to analyze operational processes, identify potential risks, and develop strategies to mitigate these risks. Key Responsibilities Assist in identifying and documenting operational risks within the organization's processes, systems, and procedures. Support the development and implementation of operational risk management frameworks, policies, and procedures.Analyze operational incidents and losses to identify root causes and trends, and recommend corrective actions to prevent recurrence.Collaborate with business units to assess the impact of new products, processes, or initiatives on operational risk exposure.Assist in the development and implementation of key risk indicators (KRIs)Support the preparation of operational risk reports and presentations for senior management and relevant committees.Stay abreast of industry best practices, regulatory requirements, and emerging trends in operational risk management.Assist in the maintenance of operational risk management tools and databases to ensure accurate and up-to-date risk information. Desired Candidate Profile1-4 years of experience in operational risk management or a related field (e.g., auditing).Strong understanding of operational risk concepts such as Risk Control Unit (RCU), Risk Operations, Risk Analytics, etc.Proficiency in tools like Excel/VBA/SQL/Access; ability to analyze complex data sets.Excellent communication skills with the ability to present findings effectively across various levels within an organization. Location : Andheri

Key Responsibilities :Initiate and conduct outbound calls to prospective customers from the leads provided by the company. Engage with customers to understand their requirements and provide relevant information about education loan products. Actively convert prospective leads into customers through effective telephonic sales techniques. Address customer queries and concerns, providing clear and accurate information regarding loan products, eligibility, and the application process. Stay up-to-date with the latest industry trends, market conditions, and changes in the education loan sector. Leverage this knowledge to provide better service and relevant solutions to customers. Work closely with the internal teams (sales, operations, and processing) to ensure smooth processing of leads, meeting targets, and resolving any issues related to customer applications. Ensure that all leads managed by you are consistently updated in the CRM system with accurate and live status. Follow-up with customers and update lead progress regularly to ensure timely conversions. Prepare and submit monthly Management Information System (MIS) reports to the manager, detailing lead status, conversion rates, targets achieved, and any challenges faced during the sales process. Desired Candidate Profile :1-4 years of experience in telesales or related field (education loan sales preferred).Strong communication skills with excellent verbal fluency in English language.Ability to work independently with minimal supervision while meeting daily targets.Proficiency in generating leads through effective phone conversations and follow-ups.Location - Andheri East

Managing the team of Wealth Managers and guiding them in understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real Estate, Life insurance, General Insurance etc. with us like - Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real Estate, Life insurance, General Insurance etc. Managing a team of Wealth Managers who interact with clients. Estimating, Forecasting and tracking of Sales and Revenue numbers. Meeting the Revenue targets the assigned team. Manage the distribution of leads/resources to the team to ensure optimum manpower utilization. Conducting regular meeting with the team and ensuring that continuous interaction is carried among the team members and solve their problems/queries in a timely manner Train the team on all the products of Wealth Management. Responsible for business development through the acquisition of ultra high net-worth clients. Must ensure incremental growth of AUM and Revenue from the team mapped to them.

Role & responsibilities : Site Feasibility & Layout Planning Conduct technical feasibility surveys, site measurements, and coordinate with stakeholders (Regional Admin, landlords, architects, vendors) to finalize layouts per business requirements and branding guidelines.Budgeting & Procurement Prepare BOM/BOQ, vet rates, draft budget notes, secure financial approvals, and coordinate with procurement teams for material and equipment purchases.Vendor & Contract Management Issue work orders, service contracts, and purchase orders for architects, vendors, and contractors while ensuring compliance with organizational SOPs.Project Execution & Quality Control Oversee site work, ensuring adherence to quality standards, EHS guidelines, labor compliance, and timely project completion.Technical Coordination Manage coordination with HVAC, electrical, fire safety, security systems, IT, marketing, and other vendors for seamless fit-out execution.Site Visits & Issue Resolution Conduct regular site inspections, monitor progress, ensure quality, and address any deviations or rectification requirements.Billing & Payment Processing Verify site measurements, vendor invoices, and bills in collaboration with architects, procurement, and finance teams for timely payments.Regulatory Compliance Ensure all work aligns with local building codes, statutory norms, NBC guidelines, and obtain necessary structural stability certificates.Resource Optimization & Cost Efficiency Promote the reuse of available resources and equipment in coordination with Regional Admin teams to minimize costs.Handover & Reporting – Ensure timely handover of completed premises to business teams, prepare detailed MIS reports, and update management on project status.Preferred candidate profile :Education -Graduate/Engineering graduate (B.E./B.Tech preferably from Civil or Electrical stream) Knowledge of Autocad & MS Office, HVAC heat loads, electrical designing & single line diagrams, Green Building & Green Interior concepts.

Role & responsibilities The Process Excellence - Admin will be responsible for optimizing operational efficiency, reducing costs, and improving process effectiveness of Administrative Function across the InCred group. The role involves analysing financial data, identifying inefficiencies, and implementing process improvements to enhance efficiency and compliance. Cost Control & Financial Efficiency: Monitor and analyse admin related operational and financial costs across business units. Identify cost-saving opportunities without compromising service quality or regulatory compliance. Develop and implement strategies to optimize procurement, vendor management, and resource utilization.Conduct regular cost-benefit analyses to support decision-making. Collaborate with finance and business teams to set cost reduction targets and track progress. Process Re-engineering & Optimization: Evaluate existing processes, identify inefficiencies, and recommend improvements. Develop streamlined workflows to enhance productivity, reduce manual efforts, and minimize errors. Implement automation tools and technology-driven solutions for operational efficiency in admin department.Ensure alignment of process changes with business goals and regulatory requirements. • Drive digitization initiatives Performance Monitoring & Reporting: Develop key performance indicators (KPIs) to measure the effectiveness of cost control and process improvements. Generate periodic reports on cost trends, operational efficiencies, and process improvements. Provide insights and recommendations to senior management based on data-driven analysis. Stakeholder Collaboration: Work closely with finance, risk, compliance, and operations teams to drive efficiency initiatives. Coordinate with external vendors and consultants for process enhancement strategies. Ensure change management processes are effectively communicated and implemented across teams. Preferred candidate profile 4-5 years of overall experience Strong analytical skills with exposure to financial data analysis and cost optimization.Excellent communication, stakeholder management, and problem-solving skills. Education Qualification Bachelors/Masters degree in Finance/ Business Administration/ Operations or related field.

Understanding the financial need & risk appetite of the client & recommending suitable products from the array of financial products available with us like - Mutual Funds, PMS, Bonds,NCD, Structured Products, Equity, AIF,Private Equity, Real Estate, Life insurance, General Insurance etc (We work as an Open Architecture). Advising Affluent clients on their Investments across a gamut of wealth products and managing their overall financial portfolio. Analyse client portfolios and make necessary suggestions. Seek to establish a level of trust and confidence with the client so that any financial need can be addressed and solutions offered. Achieving financial goals and maintaining organization brand value. Ensure highest levels of customer service and experience to these customers. Interact with clients to update them on research calls and advising on asset allocation within their financial portfolio and guide them on their investment.