We are looking for a detail-oriented and experienced DP Executive to join our team at Allvest. The role involves managing depository operations, ensuring timely processing of client instructions, compliance with regulatory norms, and smooth coordination with depositories (NSDL/CDSL) to support our stock broking business. Key Responsibilities: * Handle depository operations including demat, remat, pledge, unpledge, and off market transactions. * Process and verify DIS (Delivery Instruction Slips) and other client instructions accurately. * Reconcile daily DP reports and maintain updated client records. * Coordinate with NSDL/CDSL and clearing members for operational activities. * Monitor and ensure timely settlement of trades and securities movement. * Prepare and maintain MIS and compliance reports as per SEBI and depository regulations. * Address and resolve client queries related to demat accounts and DP transactions. * Assist in audit and inspection processes conducted by regulators and depositories. Key Skills & Competencies: * In-depth knowledge of Depository Operations (NSDL/CDSL). * Familiarity with DP software and back-office systems. * Strong attention to detail and ability to work under pressure. * Proficiency in MS Excel and reporting tools. * Good communication and coordination skills. Qualifications & Experience: * Graduate in Commerce / Finance / Economics or equivalent * 2 – 5 years of experience in DP operations with a stock broking firm. * NISM-Series VI (Depository Operations Certification) is mandatory Job Types: Full-time, Permanent Pay: Up to ₹700,000.00 per year Benefits: Health insurance Leave encashment Work Location: In person
Position: Mutual Fund Sales – Virtual Relationship Manager Industry: Banking Experience: 0–1 Year Location: Thane / Goregaon (Mumbai) Certification Required: NISM Series V-A (Mutual Fund Distributors) Job Description We are hiring enthusiastic and customer-focused professionals for the role of Virtual Relationship Manager – Mutual Fund Sales with a leading bank. As a Virtual RM, you will be responsible for handling customer relationships over calls and video meetings, advising clients on mutual fund investments, and achieving assigned sales targets. Key Responsibilities Engage with existing and potential customers via calls or virtual meetings to promote mutual fund products. Understand client needs, risk appetite, and investment goals to suggest suitable mutual fund schemes. Achieve monthly and quarterly sales targets as per business objectives. Ensure high customer satisfaction and maintain long-term relationships. Maintain proper documentation and compliance as per regulatory guidelines. Update and maintain customer records in the CRM system. Requirements Graduate in any discipline (Finance background preferred). 0–1 year of experience in financial sales or customer relationship management. Mandatory: NISM Series V-A certification. Strong communication and interpersonal skills. Passion for finance, investment products, and relationship building. Proficiency in English and local languages will be an added advantage. Benefits Fixed salary + performance incentives. Opportunity to work with a reputed bank and build a career in mutual fund sales. Training and mentorship from experienced professionals. Job Type: Full-time Pay: ₹300,000.00 - ₹500,000.00 per year Benefits: Health insurance Paid sick time Provident Fund Work Location: In person
Customer Support Executive / Team Lead Experience Required: * Customer Support Executive: 0–2 years * Team Lead: 4–6 years (with team management experience) Key Skills & Requirements: * Empathy: Understand and address customer concerns with patience and care. * Product Knowledge: Deep understanding of our product/services to offer effective support. * Problem-Solving: Quickly identify issues and provide timely resolutions. * Project Management: Manage multiple tasks and customer accounts efficiently. * Analytical Thinking: Use data and key metrics to drive decisions and demonstrate value. * Team Management: (For Team Lead only) Proven experience in managing a team of 5–10 people. What You’ll Do: * Customer Onboarding: Guide new customers through the setup process to ensure a smooth and positive start. * Customer Engagement: Maintain regular communication to understand client needs, address concerns, and share updates about new features and enhancements. * Renewals & Retention: Proactively manage customer renewals, showcase product value, and reduce churn. * Customer Advocacy & Feedback Loop: Represent the voice of the customer internally by sharing feedback with the product and marketing teams. * Upselling & Cross-Selling: Identify and recommend suitable add-on features or services to maximize customer value. * Metrics & Reporting: Track and report on key success metrics like CSAT, NPS, churn rate, and product usage to ensure a measurable impact on customer satisfaction. * Issue Resolution: Resolve escalations quickly while maintaining strong, positive customer relationships. Ideal Candidate Profile: * Strong interpersonal and communication skills * Self-driven with a customer-first mindset * Comfortable working in a fast-paced environment * (For Team Leads) Experience mentoring and coaching a small team Job Type: Full-time Pay: ₹20,000.00 - ₹28,000.00 per month Work Location: Remote