Invenzee Buildcap Fintech Private Ltd

6 Job openings at Invenzee Buildcap Fintech Private Ltd
Sales Floor Manager Indore,Madhya Pradesh,India 3 - 5 years Not disclosed On-site Full Time

Sales Floor Manager About Us: Invenzee Buildcap Fintech Pvt. Ltd. is a leading financial services company headquartered in Indore, India. As a sub-broker of PL CAPITAL, we empower individuals to take control of their financial futures by providing convenient and affordable access to the stock market through demat accounts. We also offer a range of other services, including portfolio management services (PMS) and mutual funds. About the Role: We are looking for a highly motivated and results-oriented Sales Floor Manager to join our growing team. In this pivotal role, you will be responsible for overseeing daily sales operations, driving individual and team performance, and ensuring an exceptional client experience. You will coach and mentor a team of Relationship Managers while also engaging with prospective and existing clients to educate them on investment options and encourage active participation in the stock market. Responsibilities: Lead and motivate a team of Relationship Managers to achieve and exceed sales targets for demat account openings and trading activity. Oversee daily sales floor operations , ensuring a high level of productivity and client engagement. Develop and implement effective sales strategies to acquire new clients through various lead generation activities. Coach and mentor team members on best practices for client communication, objection handling, and product presentation. Engage directly with clients to understand their financial goals and effectively explain the benefits of investing in the stock market. Present and tailor various investment options, including equities, mutual funds, and PMS, to client needs. Ensure a smooth and efficient account opening and onboarding process for all clients. Monitor client accounts and guide the team in recommending suitable investment strategies for long-term growth. Analyze sales performance data and provide regular reports to management. Maintain a strong understanding of financial markets, products, and industry regulations. Qualifications: Bachelor's degree in Business Administration, Finance, or a related field. Minimum 3-5 years of experience in sales or a client-facing role within the financial services industry, with at least 1-2 years in a supervisory or team lead capacity. Proven track record of achieving and exceeding sales targets. Exceptional communication, interpersonal, and presentation skills. Strong leadership abilities with a knack for motivating and developing a sales team. Proficient in MS Office Suite and CRM software. Solid understanding of financial concepts and investment products (equities, mutual funds, PMS). Passionate about personal finance and dedicated to helping others achieve their financial goals. Benefits: Competitive salary of ₹30,000 - ₹50,000 per month . Significant performance-based incentives. Opportunity to lead a dynamic team in a fast-growing company. Collaborative and supportive work environment. Valuable experience and career growth in the financial services sector. Work Schedule: Monday to Friday: 9:00 AM - 6:30 PM. Saturday: Half day (10:00 AM – 4:00 PM). First Saturday of the month off. To Apply: Please submit your resume and a cover letter highlighting your relevant experience and leadership qualifications to hr@ibuildcap.com. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status Show more Show less

Sales Floor Manager Indore,Madhya Pradesh,India 3 - 5 years None Not disclosed On-site Full Time

Sales Floor Manager About Us: Invenzee Buildcap Fintech Pvt. Ltd. is a leading financial services company headquartered in Indore, India. As a sub-broker of PL CAPITAL, we empower individuals to take control of their financial futures by providing convenient and affordable access to the stock market through demat accounts. We also offer a range of other services, including portfolio management services (PMS) and mutual funds. About the Role: We are looking for a highly motivated and results-oriented Sales Floor Manager to join our growing team. In this pivotal role, you will be responsible for overseeing daily sales operations, driving individual and team performance, and ensuring an exceptional client experience. You will coach and mentor a team of Relationship Managers while also engaging with prospective and existing clients to educate them on investment options and encourage active participation in the stock market. Responsibilities: Lead and motivate a team of Relationship Managers to achieve and exceed sales targets for demat account openings and trading activity. Oversee daily sales floor operations , ensuring a high level of productivity and client engagement. Develop and implement effective sales strategies to acquire new clients through various lead generation activities. Coach and mentor team members on best practices for client communication, objection handling, and product presentation. Engage directly with clients to understand their financial goals and effectively explain the benefits of investing in the stock market. Present and tailor various investment options, including equities, mutual funds, and PMS, to client needs. Ensure a smooth and efficient account opening and onboarding process for all clients. Monitor client accounts and guide the team in recommending suitable investment strategies for long-term growth. Analyze sales performance data and provide regular reports to management. Maintain a strong understanding of financial markets, products, and industry regulations. Qualifications: Bachelor's degree in Business Administration, Finance, or a related field. Minimum 3-5 years of experience in sales or a client-facing role within the financial services industry, with at least 1-2 years in a supervisory or team lead capacity. Proven track record of achieving and exceeding sales targets. Exceptional communication, interpersonal, and presentation skills. Strong leadership abilities with a knack for motivating and developing a sales team. Proficient in MS Office Suite and CRM software. Solid understanding of financial concepts and investment products (equities, mutual funds, PMS). Passionate about personal finance and dedicated to helping others achieve their financial goals. Benefits: Competitive salary of ₹30,000 - ₹50,000 per month . Significant performance-based incentives. Opportunity to lead a dynamic team in a fast-growing company. Collaborative and supportive work environment. Valuable experience and career growth in the financial services sector. Work Schedule: Monday to Friday: 9:00 AM - 6:30 PM. Saturday: Half day (10:00 AM – 4:00 PM). First Saturday of the month off. To Apply: Please submit your resume and a cover letter highlighting your relevant experience and leadership qualifications to hr@ibuildcap.com. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status

Relationship Manager Indore,Madhya Pradesh,India 0 years None Not disclosed On-site Full Time

Company Description Invenzee Buildcap Fintech Private Ltd aims to support individuals in creating wealth from the financial market and protecting families through tailored insurance solutions. With a team of experienced professionals, we provide the best financial solutions to traders and investors to enhance wealth creation. Our comprehensive range of financial services sets us apart in the market and simplifies investment decisions for our clients. Role Description This is a full-time on-site role located in Indore for a Relationship Manager. The Relationship Manager will be responsible for building and maintaining client relationships, providing financial advice, and offering suitable financial solutions. They will work closely with clients to understand their needs, recommend appropriate products, and ensure customer satisfaction. Qualifications Strong interpersonal and communication skills Financial planning and advisory expertise Customer relationship management skills Knowledge of financial products and services Ability to analyze and interpret financial data Experience in the finance or banking industry Bachelor's degree in Finance, Business, Economics, or related field

Lead Generation Specialist indore,madhya pradesh,india 1 - 3 years None Not disclosed On-site Full Time

About Us: Invenzee Buildcap Fintech Pvt. Ltd. is a leading financial services company headquartered in Indore, India. We are a sub-broker of PL CAPITAL, empowering individuals to take control of their financial futures by providing access to the stock market through convenient and affordable demat accounts. We also offer a range of other services including portfolio management services (PMS), mutual funds, and more. About the Role: We are seeking a creative and results-oriented Content Creator & Digital Marketing Specialist to join our growing team. In this role, you will be responsible for developing and implementing a comprehensive digital marketing strategy to generate leads for new demat account openings. You will wear multiple hats, crafting engaging content, running targeted online campaigns, and analyzing data to ensure our online presence drives results. Responsibilities: Develop and implement a social media strategy across platforms like WhatsApp, Facebook, and Instagram. Create high-quality and informative content (blogs, infographics, videos) about demat accounts, investment options, and financial literacy. Manage and run targeted online advertising campaigns to reach new audiences. Analyze website traffic and campaign performance to identify areas for improvement. Stay updated on the latest digital marketing trends and best practices. Collaborate with internal teams (sales, marketing, design) to create a cohesive online presence. Qualifications: Bachelor's degree in Communication, Marketing, or a related field. Minimum 1-3 years of experience in digital marketing or content creation. Strong understanding of social media marketing and advertising platforms. Excellent writing and editing skills. Ability to create engaging and visually appealing content. Proficient in Google Analytics and other marketing analysis tools. Passionate about the financial services industry and motivated to educate and attract new investors. Benefits: Competitive salary and benefits package (₹15,000 - ₹25,000 per month). Opportunity to work in a dynamic and growing company. Be part of a supportive and collaborative team environment.

Lead Generation Specialist indore,madhya pradesh,india 0 years None Not disclosed On-site Full Time

Company Description Invenzee Buildcap Fintech Private Ltd aims to create an impact in the lives of individuals entering the market to build wealth, offering the best insurance solutions tailored to their needs. Our team of experienced professionals provides traders and investors with optimal financial solutions, promoting wealth creation. We offer a variety of financial services under one roof, making investment decisions easier for our clients and distinguishing us from other market participants. Role Description This is a full-time on-site role located in Indore for a Lead Generation Specialist. The Lead Generation Specialist will be responsible for identifying and generating new business leads, conducting research to identify potential clients, and developing strategies to attract new leads. This role involves communicating effectively with potential clients and collaborating with the sales team to convert leads into customers. Qualifications \n Proficiency in identifying and generating new leads Strong communication and research skills Experience in sales and lead generation Ability to work collaboratively with the sales team Excellent organizational and time management skills Bachelor's degree in Business, Marketing, or related field Prior experience in the fintech industry is a plus

Customer Care Executive indore,madhya pradesh,india 0 years None Not disclosed On-site Full Time

Company Description At Invenzee Buildcap Fintech Private Ltd., we aim to impact the lives of individuals by assisting them in wealth creation through the financial market and by helping them choose the best suitable insurance for their needs. Our team of experienced professionals provides traders and investors with optimal financial solutions, leading to their wealth creation. We offer a variety of financial solutions under one roof, setting us apart from other market participants and simplifying investment decisions for our clients. Role Description This is a full-time, on-site role for a Customer Care Executive located in Indore. The Customer Care Executive will be responsible for handling customer inquiries and complaints, ensuring customer satisfaction, providing exceptional customer service, and supporting the sales team. Day-to-day tasks include responding to customer queries, resolving issues, maintaining customer records, and facilitating communication between customers and the company. Qualifications Customer Support, Customer Satisfaction, and Customer Service skills Strong Communication skills Experience in Sales-related roles Excellent interpersonal skills and problem-solving abilities Ability to work in a team and independently Prior experience in the financial services industry is a plus Bachelor's degree in Business Administration, Finance, or related field is preferred