Entity : Kotak Mahindra Pension Fund Designation: Assistant Manager Location: Pune (FC Road) Job Profile and Key Responsibilities: Engaging corporate clients with a view to deepening NPS penetration among their employees through arranging NPS helpdesks, awareness sessions Engaging with business teams of group companies to acquire new corporate clients for NPS business Supporting the Business Development Manager in strategic business initiatives Support in designing corporate business strategy Analyzing industry developments and trends, preparing corporate presentations etc. Candidate: Should be Graduate or Post-graduate Should have minimum experience of 1 year in Sales, business development or product management roles would be a strong advantage Candidates from Non-Finance background can also be considered with sufficient sales experience Should have Strong execution skills, communication skills, and networking and client engagement skills Would able to speak local language
Entity : Kotak Mahindra Pension Fund Designation: Assistant Manager Location: Mumbai (Goregaon) Job Profile and Key Responsibilities: Engaging corporate clients with a view to deepening NPS penetration among their employees through arranging NPS helpdesks, awareness sessions Engaging with business teams of group companies to acquire new corporate clients for NPS business Supporting the Business Development Manager in strategic business initiatives Support in designing corporate business strategy Analyzing industry developments and trends, preparing corporate presentations etc. Candidate: Should be Graduate or Post-graduate Should have minimum experience of 1 year in Sales, business development or product management roles would be a strong advantage Candidates from Non-Finance background can also be considered with sufficient sales experience Should have Strong execution skills, communication skills, and networking and client engagement skills Would able to speak local language
Entity : Kotak Mahindra Pension Fund Designation: Assistant Manager Location: Bangalore (MG Road & Jayanagar) Job Profile and Key Responsibilities: Engaging corporate clients with a view to deepening NPS penetration among their employees through arranging NPS helpdesks, awareness sessions Engaging with business teams of group companies to acquire new corporate clients for NPS business Supporting the Business Development Manager in strategic business initiatives Support in designing corporate business strategy Analyzing industry developments and trends, preparing corporate presentations etc. Candidate: Should be Graduate or Post-graduate Candidates from Non-Finance background can also be considered with sufficient sales experience Should have Strong execution skills, communication skills, and networking and client engagement skills Would able to speak local language Priority will be given to individuals who speak Kannada.
Job Title: Outbound Contact Center Manager Job Location: CBD Belapur (Once a week visit to BKC) Position Overview: We are seeking an experienced and dynamic Outbound Contact Center Manager to lead our team of customer service representatives. The ideal candidate will have a proven track record of managing Mutual Fund sales. Job Responsibilities: Develop and implement outbound call center strategies to achieve sales targets and performance goals. Monitor team performance, conduct regular performance reviews, and provide constructive feedback to improve results. Implement and optimize call scripts, workflows, and processes to maximize efficiency and effectiveness. Collaborate with other departments, such as Sales and Marketing, to align outbound campaigns with overall business objectives. Ensure compliance with company policies, procedures, and industry regulations. Manage day-to-day operations of the outbound contact center, including scheduling, staffing, and resource allocation. Drive a culture of continuous improvement, innovation, and customer-centricity within the team. Requirements: Bachelor's degree in Business Administration, Management, or a related field (or equivalent work experience). Proven experience of 3 years of managing outbound call center operations / direct sales mutual fund / relation manager for IFA channel. Experience in managing large Team Strong leadership skills with the ability to motivate and inspire a team to achieve goals. Excellent communication skills, both written and verbal. A track record of meeting or exceeding sales targets and KPIs. Strong problem-solving skills and the ability to handle challenging situations with professionalism.
Role & responsibilities : Meeting Clients & developing trust & relationship Customer interactive role with Portfolio Management experience Portfolio/Investment engineers, who can help in designing portfolios Advice and suggesting different investment avenues to HNI Clients Acquiring and catering to new HNI Clients Growing the existing AUM book size Products- Mutual Funds/ PMS/ AIF Job Requirements: Knowledge of personal finance (Taxation, Deductions & Benefits) Knowledge of financial products (Fixed income and equity products) Updated on current affairs Excellent communication skills Team Player Open to learn Should have knowledge of MS office Educational Qualifications and Certifications: Graduation Mandatory NISM VA Compulsory NISM XXIA (Preferred) Growth & Opportunities: Be a part of a growing channel Networking opportunities with UHNI Gain in depth knowledge of various Asset Classes Benefits To work with the highest bonus paying AMC in India
Job Role: Engaging with MFDs (Cat A/B/C) and manage sales. Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors. Achieve Maximum Market Share for allocated Distributors. Relationship management and brand building exercises that enhance visibility and goodwill Understanding the Distribution Business model & mobilizing sales accordingly. Planning & executing activities/tie-ups to drive sales through respective channel. Updating Distributors of financial markets, Mutual Fund product & services. Maintain superior sales support & services for higher market share Job Requirements : Minimum 2-3 years of experience in Mutual Funds Industry Proven track record of client value creation Exemplary communication and client engagement skills Educational qualifications Graduate/ Post Graduate NISM VA Certification compulsory
Role & responsibilities : Managing distributors on Western line of Mumbai. Predominantly from Andheri to Churchgate. Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors Work towards increasing Market share across product categories. Updating Distributors on markets, product & services. Engaging with Distributors (Independent Financial Advisors) and manage sales Understanding the business model & mobilizing sales accordingly. Relationship management and brand building exercises that enhance visibility and goodwill. Preferred candidate profile 3-6 years of relevant selling experience. Proven record of client value creation. Experience of IFA/MFD Channel Sales & relationship building for Exemplary communication and client engagement skills Domain knowledge of investments / mutual funds necessary.
Role & responsibilities The ideal candidate shall be responsible to conduct training interventions for MFDs, National Distributors, Banks, Employees etc. Training could be conducted virtually or classroom intervention and the candidate should be willing to travel to various locations across the Country depending on the exigency of business. The Training interventions shall cover some of the following areas: Soft/ Behavioural Skills, Business Development Skills, Product related training, Equity & Debt market trainings etc. The candidate shall be responsible to amplify reach of our training interventions through our YouTube channel. The candidate shall be responsible to conduct Training Need Analysis (TNA) with Distributors & Sales teams across the country and develop relevant modules with respect to the Industry and current themes. The candidate shall be responsible for creation of content. Knowledge of Equity & Debt market is essential. The candidate shall be based at New Delhi. Preferred candidate profile A minimum of 5 6 years of exposure to mutual funds trainings is mandatory. Proficiency to conduct training in English and Hindi. Must be well versed in training distributors as well as employees. NISM Mutual Funds V-A and XXI A certification mandatory before joining. MBA- Marketing/ Finance
Job Role & Responsibilities Engage with distributors (IFAs, Banks, NDs) to drive sales and deepen relationships. Manage direct selling efforts for HNI clients in the assigned territory. Identify market opportunities and onboard new clients and IFAs. Strategize and implement business plans for area growth and distributor performance. Reactivate and expand relationships with non-active distributors. Oversee branch Investor Relations (IR) and Direct Sales (DS) activities with support staff. Conduct brand-building and relationship management initiatives to enhance visibility and goodwill. Job Requirements Minimum 3 years of experience in mutual fund sales or investment product distribution. Proven track record of client value creation and sales performance. Strong communication, presentation, and client engagement skills. Sound knowledge of mutual fund products and capital markets . Self-starter with a proactive and target-oriented approach. AMFI certified NISM VA is mandatory. Educational Qualifications MBA/PGDM in Finance and/or Marketing . Deep understanding of investment products and financial advisory.
Kotak Mahindra Asset Management Co. Ltd Job Location: Pune & Akola Job Role & Responsibilities Handling customer/distributors queries/complaints over email/phone. Maintaining SIP/ Daily sales report. Handling new empanelments. Follow up for hold/rejected investment applications. Accepting, Scrutinizing and Time Stamping of Commercial Transaction Requests (Purchase, Redemption, Switches, SIPs, SWPs, STPs, etc.) Processing of Non-Commercial Transactions. Time management for different transactions according to regulatory cut-offs. Generation of Account Statements for Investors and Brokers. Maintaining Daily and Monthly MIS Reports of all Commercial and Non-Commercial Transactions, KYCs, Emails sent, Phone Calls, Investor Walk-Ins, NFO data, Time Stamp Machine Records, etc.) Confirming receipt of credits in the bank. Issuing month end balance confirmation letters. Comply with audit and regulatory laws. Job Requirement Good Excel skills Experience in handling investors queries. Basic understanding of Mutual Fund. Good command over English (Verbal & Written) Ability to co-ordinate, develop rapport and get work done from cross functional teams. Must be able to work with tight deadlines. NISM VA certificate candidate will be preferred.
Job Overview: We are seeking a self-motivated and performance-driven professional to promote and grow the National Pension System (NPS) under the Kotak Pension Fund in the Mumbai region. The ideal candidate will be responsible for engaging with corporate and government clients, onboarding employees, organizing awareness initiatives, and ensuring Kotak Pension Fund is the preferred choice at the time of NPS registration or scheme switch. Key Responsibilities: Sales & Outreach: Drive daily interactions with HRs, nodal officers, and employees in corporate/government offices. Meet monthly NPS subscription targets and ensure Kotak Pension Fund is selected during onboarding. Engagement & Awareness: Organize and execute NPS awareness sessions, helpdesks, and employee engagement programs. Provide one-on-one guidance and resolve queries related to NPS registration and switching processes. Relationship Management: Build and maintain strong relationships with key stakeholders in client organizations. Act as a trusted advisor for NPS and retirement planning queries. Market & Presentation Skills: Monitor market trends and competitor activity. Prepare impactful presentations and communication material for client meetings. Candidate Profile: Education: Graduate (mandatory); Masters degree preferred. Minimum 60% marks in at least two of the three 10th, 12th, Graduation. Experience: Minimum 3 years in sales, business development, or relationship management preferably in BFSI (Mutual Funds, Insurance, Retirement Products). Languages: Fluent in English, Hindi, and Marathi. English-medium background preferred. Skills: Strong communication and interpersonal skills. Proficient in MS Excel and basic data analysis. Execution-oriented, organized, and capable of managing multiple engagements.
Kotak Mahindra Pension Fund Co. Ltd. Position: Relationship Manager Reporting to: Business Development Manager Location: Mumbai Job Profile and Key Responsibilities: Engaging corporate clients with a view to deepening NPS penetration among their employees through arranging NPS helpdesks, awareness sessions Engaging with business teams of group companies to acquire new corporate clients for NPS business Supporting the Business Development Manager in strategic business initiatives Support in designing corporate business strategy Analyzing industry developments and trends, preparing corporate presentations etc. Candidate: Should be Graduate or Post-graduate Should have minimum experience of 1 to 2 years in Sales, business development or product management roles would be a strong advantage Candidates from Non-Finance background can also be considered with sufficient sales experience Should have Strong execution skills, communication skills, and networking and client engagement skills Should able to speak local language
Job Summary We are seeking a skilled Logic App Developer to join our dynamic team. The ideal candidate will have 3 to 4 years of experience in developing and maintaining Logic Apps, with a strong understanding of cloud-based solutions and integration services. Responsibilities: Design, develop, and maintain Logic Apps to automate workflows and integrate various systems. Collaborate with cross-functional teams to gather requirements and deliver solutions that meet business needs. Troubleshoot and resolve issues related to Logic Apps and integration services. Manage Logic App server and perform performance tuning on the flows. Optimize Logic Apps for performance and scalability. Stay updated with the latest trends and best practices in Logic App development and cloud integration. Take complete ownership of development and manage the development team. Requirements: Bachelors degree in computer engineering, Information Technology, or a related field. 3 to 4 years of experience in Logic App development. Proficiency in Azure Logic Apps, Azure Functions, and other cloud-based integration services. Strong understanding of RESTful APIs, JSON, and XML. Experience with version control systems like Git, BitBucket. Experience in Ticket management tools like JIRA. Understand and implement VAPT security patches. Excellent problem-solving skills and attention to detail. Ability to work independently and as part of a team. Strong communication skills
Job Role Meeting the Clients & developing Trust & relationship. Customer interactive role with Portfolio Management experience. Portfolio/Investment Engineers, who can help in designing portfolios. Advice and suggesting different investment avenues to HNI clients. Acquiring and catering to new HNI clients. Growing the existing AUM book size. Products- Mutual Fund/ PMS/AIF. Job Requirements Knowledge of personal finance (Taxation, Deductions & Benefits) Knowledge of financial products (Fixed Income & Equity products) Updated on Current Affairs Excellent communication skills. Team Player. Result oriented. Open to learn. Should have knowledge of MS Office. Educational Qualifications & Certifications Graduation Compulsory NISM VA Compulsory NISM XXIA Compulsory
FIND ON MAP