The Role Part of the broader Data organization, the Document Collections team is responsible for ensuring that all of our clients fund documentation is collected from various sources within SLA’s and uploaded into Addepar to allow the various Data Ops teams to process these documents. This role’s primary responsibility is to extract documents from various sources and upload them into Addepar. In addition this team will be responsible for monitoring data connections and ensuring that any connections failing are addressed quickly and efficiently. The Document Collections team plays a critical role in the success of Addepar’s Data offerings and requires daily communications with various Product Teams, Machine Learning Operations, clients, data providers (Custodians,GPs and Fund Admins), and additional personnel across the organization. What You’ll Do ● Manage the Document Collection pipeline for Addepar clients, which includes but is not limited to: o Accessing various Fund Admin and GP portals and retrieving all relevant documents needing to be processed. o Ensuring that the documents are uploaded to the correct Addepar client. o Engaging clients, GPs, or Fund Admins if a portal connection fails. o Help maintain Document Collection workflow procedures and play-books. ● Partner with Product and Engineering to implement new processes and tooling features that improve Document Collection UX and increase operational workflow efficiency. Who You Are ● Minimum 1+ years of work experience in the financial advisory, FinTech, or banking industries. ● Outstanding communication and interpersonal skills with excellent attention to detail. ● Ability to think critically and effectively balance multiple projects and processes simultaneously. ● Track record of demonstrating self-motivation to take on responsibility, a strong team-player mentality, and passion for delivering client-centric outcomes. ● Proactive and diligent in documenting team processes and finding opportunities to improve team workflows. ● Highly self-motivated to take on responsibility, forward thinking and pragmatic, and possess a collaborative team-player mentality. ● Familiarity with using Salesforce, Jira, Google Suite, and Microsoft Excel preferable. Job Type: Full-time Pay: ₹11,436.93 - ₹30,000.69 per month Benefits: Health insurance Language: English (Preferred) Work Location: In person Expected Start Date: 02/08/2025
You will be responsible for managing the Document Collection pipeline for Addepar clients. This includes accessing various Fund Admin and GP portals to retrieve all relevant documents that need to be processed. You will ensure that these documents are uploaded to the correct Addepar client and engage with clients, GPs, or Fund Admins in case of any portal connection failures. Additionally, you will help maintain Document Collection workflow procedures and play-books. Collaboration with Product and Engineering teams will be essential to implement new processes and tooling features that enhance Document Collection user experience and increase operational workflow efficiency. To be successful in this role, you should have a minimum of 1+ years of work experience in the financial advisory, FinTech, or banking industries. Strong communication and interpersonal skills with excellent attention to detail are crucial. You must be able to think critically and effectively balance multiple projects and processes simultaneously. Demonstrating self-motivation, a team-player mentality, and a passion for delivering client-centric outcomes will be key to your success. Proactively documenting team processes and identifying opportunities to enhance team workflows are also important aspects of this role. You should be highly self-motivated, forward-thinking, pragmatic, and possess a collaborative team-player mentality. Familiarity with Salesforce, Jira, Google Suite, and Microsoft Excel is preferable. This is a full-time position that requires in-person work.,
Job Title: Field Sales Executive Location: [Insert Location(s)] Salary: Freshers – ₹27,000 CTC (Take Home: ₹22,000) Experienced – ₹31,000 CTC (Take Home: ₹27,000) Incentives: Upto ₹15,000 per month (Performance-based) About the Role We are looking for enthusiastic and driven Field Sales Executives to join our growing team. This role is perfect for freshers kickstarting their career in sales or experienced professionals seeking rewarding growth opportunities. You will be responsible for building strong client relationships, driving sales, and achieving business targets while enjoying attractive incentives. Key Responsibilities Meet prospective customers in assigned territories to promote and sell products/services. Generate leads through market visits, cold calls, and referrals. Explain product features and benefits to customers, addressing queries effectively. Achieve monthly sales targets and contribute to team revenue goals. Maintain strong customer relationships for repeat business and customer satisfaction. Provide daily/weekly sales reports to the manager. Who Can Apply Freshers with excellent communication skills and a passion for sales. Experienced candidates with prior field sales/retail sales experience will be preferred. Qualification: Graduate/12th Pass (with relevant sales experience). Must own a two-wheeler and have a valid driving license. Good interpersonal skills, confidence, and a go-getter attitude. Perks & Benefits Fixed Salary + Lucrative Incentives (Up to ₹15,000/month). Career growth opportunities with performance-based promotions. Training and mentorship provided to freshers. Travel allowance and mobile reimbursement (if applicable). Job Types: Full-time, Fresher Pay: ₹27,000.00 - ₹31,000.00 per month Benefits: Health insurance Life insurance Provident Fund Work Location: In person
Experience:-3+ Years Design, deploy, and manage cloud-based solutions using platforms such as AWS / Azure / Google Cloud Platform (GCP) . Configure and manage virtual networks, storage, compute instances, and security policies . Automate cloud infrastructure using Terraform, Ansible, or CloudFormation . Implement and maintain CI/CD pipelines for application deployment. Monitor system performance, identify issues, and optimize for cost and efficiency. Ensure security, compliance, and governance of cloud environments. Collaborate with development, operations, and security teams to deliver reliable and scalable solutions. Manage disaster recovery and backup strategies . Troubleshoot cloud-related issues and provide technical support. Job Type: Full-time Pay: Up to ₹900,000.00 per year Work Location: In person