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