This is a senior level role based in DADAR WEST with minimum 3 years experience of lateral hiring of candidates in the BFSI - Mainly in Insurance & Financial sector. The ticket size will be 10 lakhs and above. Candidates who have end to end recruitment experience of lateral hiring of mid-level and senior level positions in BFSI industry will be suitable this role. The job will involve sourcing and interviewing mid and senior level candidates,, maintain a database, building a rapport with the candidates, organizing interview schedules with clients and offer negotiations with the candidates, making job postings on Naukri or on IIM jobs, maintaining daily and weekly trackers of positions and candidates.
Job Title: State Head - HR Dept: Human Resource Management Reports To: Circle Head - HR Location: Region/Branch as per role 1: Job Purpose Statement (Summarise in one/two statements why this job exists and the contribution makes to the overall business of the company). Manage the regional team to execute employee lifecycle processes from hiring to retiring, ensuring compliance and provide guidance to employees across the region helping to drive business outcomes. 2: Duties & Responsibilities (List in the order of importance the duties & responsibilities of this job) End to end responsibility for recruitment, employee engagement & development, grievance management, statutory, and separation for mapped branches/employees. Partner business for accelerated growth in revenue & market share Strong focus on qualitative hiring within the SLA maintaining the optimum manning in the geography. Ensure smooth onboarding to provide superior employee experience. Handling workplace investigations, disciplinary, and termination procedures. Maintain all MIS and reports for all areas of HR and ensure closures in relevant systems. Key Challenges (List the key tasks performed to support the main objectives of the position). 1. Attracting qualitative talent in competitive market, within the SLA. 2. Serve as the organizations ears on the ground to capture and escalate employee concerns and grapevine information to relevant stakeholder, ensuring prompt addressal and mitigating potential risks. 3. Look for EWS and reduce undesirable attrition. 4. Understanding and catering to the change management needs from time to time. 5. Ensuring data security and compliance in the assigned geography 5: Decision Making Authority (Describes the type of decisions made alone, those on which the manager must be consulted, those referred to a higher level, and job procedures to be followed). 1. Taking judicious decisions on selection of right candidates within the set norms for all departments. 2. Planning and conducting events for employee engagement. 3. Taking decisions on disciplinary cases basis the norms of the company. 4. Taking decisions for the day-to-day employee related queries and issues. Job Requirements (Describe the educational requirements, suggested year and type of experience, nature and extent of skills/abilities required for the desired position). Professional Qualification Skills Knowledge Competencies Qualified as MBA/PG in HR with at least 4-8 years relevant experience. (The role requires to travel across branch offices and should be open to travel and relocate as per companys requirement) 1. Team Management 2. Stakeholder Management 3. Strong bulk hiring experience 4. Disciplinary cases management 5. Strong stakeholder and people management 1. Strong HR fundamentals 2. Business acumen 1. Agility, boldness and collaboration 2. Timeliness and accuracy in delivery 3. Execution effectiveness 4. Strong in data analytics
Position: App Performance Marketing Specialist / Digital Acquisition Manager (Apps) Location: Mumbai Experience: 49 years in performance marketing or mobile app acquisition roles Employment Type: Full-time Key Responsibilities: (Must Have) App User Acquisition: Drive quality installs and app sign-ups through performance marketing campaigns across Google Ads (UAC), Meta, Display Ads, Affiliates, Programmatic, and other relevant channels. Campaign Strategy & Execution: Plan, launch, and scale paid campaigns across platforms with clear KPIs around CPI, CPA, CAC, and ROAS. Budget Management & Optimization: Manage campaign budgets efficiently and optimize for best cost-efficiency while maintaining scale and quality. Conversion & Attribution Tracking: (Must Have) Set up and manage end-to-end tracking using tools like AppsFlyer, Branch, Adjust, or similar. Ensure proper implementation of tracking pixels, SDKs, and UTMs for accurate attribution. Analytics & Reporting: Analyze performance data daily to extract actionable insights. Create regular reports on performance metrics, user behavior, cohort analysis, and channel contribution. Collaboration & Coordination: Work closely with product, creative, and tech teams to align on campaign goals, creative assets, and landing page optimization. Required Skills & Qualifications: Proven track record of executing and scaling app marketing campaigns for Apps across digital channels. Strong hands-on experience with Google UAC, Meta Ads, DV360, affiliate networks, and programmatic platforms. Deep understanding of mobile attribution and analytics platforms (AppsFlyer, Branch, Firebase, etc.). Proficient in setting up and troubleshooting tracking, SDK integrations, and conversion events. Ability to analyze data to optimize campaigns for lower cost-per-install and better retention. Experience working with performance KPIs like CPI, CPA, CAC, ROAS, LTV, etc. Familiarity with A/B testing, creative testing, and funnel optimization strategies. Comfortable working in a fast-paced, growth-oriented environment. Good to Have: Experience in fintech, gaming, or high-growth B2C apps. Knowledge of ASO and organic growth strategies. Experience with retargeting and remarketing campaigns.
Role & responsibilities The position is responsible for leading and managing team in the assigned region to meet sales targets Ensure effective and smooth relationship with all important touch points in PSU channel Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products Responsible for achieving Sales Targets, Sales patterns in the market Market & industry analysis Generating & increasing sales Influence decision making at senior levels of prospective business organizations Preferred candidate profile Educational Qualification Mandatory: NISM certification Preferable: Management Graduate (MBA or equivalent) Technical & Professional Knowledge required Product knowledge. Market knowledge / extensively networked Key account management skills. 9-12 years of relevant experience Proven performance track record (sales) Exposure to M.F industry will be added advantage. Problem Solving, Conflict Management, Interpersonal and persuasive skills, Sound knowledge of numbers Should have an eye for detail Good communicational abilities and pleasing personality Should be ready to expand job portfolio horizonta
Role & responsibilities Support the companys distribution initiatives and build relationships with key distributors. Increase market share & visibility amongst select key distributors and manage new distributor empanelment. Joint calls with IFAs in a competitive market and assist them in documentation. Channelize key market intelligence to the products & Investment team. Liaise with investment team for investment ideas, distributors visits, concalls, etc. Liaise with Operations & Customer Service team to provide seamless experience to customers. Ensure compliance with regulatory framework at all times & with brand value. Follow applicable KYC norms & other regulatory requirements. To complete mandatory certifications & other knowledge upgradation activities Constant Updation on new products & best practices Preferred candidate profile The role incumbent will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region Has managed IFAs (Independent financial Advisors) Thorough Knowledge & Understanding of AIF & PMS and equity markets Thorough Knowledge on equity markets Willing to work in an Individual contributor role
Role & responsibilities Conduct fraud investigations within the specified Turnaround Time (TAT) to ensure timely resolution. Organize and lead risk awareness sessions and implement various awareness initiatives to enhance fraud prevention measures. Identify and address process gaps observed during investigations, recommending improvements to strengthen internal controls. Proactively recognize fraud trends within the region/zone and generate self-identified referral cases for further investigation. Manage and engage stakeholders effectively, ensuring seamless communication and collaboration across departments. Conduct branch visits and surprise audits to assess compliance and detect potential fraud risks. Collaborate with critical functions such as risk management, compliance, and legal teams to fortify fraud control strategies. Demonstrate strong communication skillsboth written and verbalto convey findings, recommendations, and preventive measures clearly and persuasively Preferred candidate profile Bachelors degree in Accounting, Finance, Business Administration, or related field; relevant certifications (e.g., Certified Fraud Examiner (CFE), CFCS are preferred Atleast 3-5 years of relevant experience in fraud control, strategic initiatives, and investigation within a Life/General insurance is preferred Strong knowledge of risk management frameworks, anti-fraud controls, and forensic investigation methodologies Strong understanding of industry trends, regulations, and best practices • Excellent analytical, communication, leadership skills with expertise in OSINT tool Proficiency with data analytics tools - Microsoft Office SuiteStrong communication skills with the ability to prepare clear, concise reports and present findings to senior management
Role & responsibilities Support the companys distribution initiatives and build relationships with key distributors. Increase market share & visibility amongst select key distributors and manage new distributor empanelment. Joint calls with IFAs in a competitive market and assist them in documentation. Channelize key market intelligence to the products & Investment team. Liaise with investment team for investment ideas, distributors visits, concalls, etc. Liaise with Operations & Customer Service team to provide seamless experience to customers. Ensure compliance with regulatory framework at all times & with brand value. Follow applicable KYC norms & other regulatory requirements. To complete mandatory certifications & other knowledge upgradation activities Constant Updation on new products & best practices Preferred candidate profile The role incumbent will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region Has managed IFAs (Independent financial Advisors) Thorough Knowledge & Understanding of AIF & PMS and equity markets Thorough Knowledge on equity markets Willing to work in an Individual contributor role
Role & responsibilities Support the companys distribution initiatives and build relationships with key distributors. Increase market share & visibility amongst select key distributors and manage new distributor empanelment. Joint calls with IFAs in a competitive market and assist them in documentation. Channelize key market intelligence to the products & Investment team. Liaise with investment team for investment ideas, distributors visits, concalls, etc. Liaise with Operations & Customer Service team to provide seamless experience to customers. Ensure compliance with regulatory framework at all times & with brand value. Follow applicable KYC norms & other regulatory requirements. To complete mandatory certifications & other knowledge upgradation activities Constant Updation on new products & best practices Preferred candidate profile The role incumbent will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region Has managed IFAs (Independent financial Advisors) Thorough Knowledge & Understanding of AIF & PMS and equity markets Thorough Knowledge on equity markets Willing to work in an Individual contributor role
Role & responsibilities Support the companys distribution initiatives and build relationships with key distributors. Increase market share & visibility amongst select key distributors and manage new distributor empanelment. Joint calls with IFAs in a competitive market and assist them in documentation. Channelize key market intelligence to the products & Investment team. Liaise with investment team for investment ideas, distributors visits, concalls, etc. Liaise with Operations & Customer Service team to provide seamless experience to customers. Ensure compliance with regulatory framework at all times & with brand value. Follow applicable KYC norms & other regulatory requirements. To complete mandatory certifications & other knowledge upgradation activities Constant Updation on new products & best practices Preferred candidate profile The role incumbent will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region Has managed IFAs (Independent financial Advisors) Thorough Knowledge & Understanding of AIF & PMS and equity markets Thorough Knowledge on equity markets Willing to work in an Individual contributor role
Role & responsibilities Support the companys distribution initiatives and build relationships with key distributors. Increase market share & visibility amongst select key distributors and manage new distributor empanelment. Joint calls with IFAs in a competitive market and assist them in documentation. Channelize key market intelligence to the products & Investment team. Liaise with investment team for investment ideas, distributors visits, concalls, etc. Liaise with Operations & Customer Service team to provide seamless experience to customers. Ensure compliance with regulatory framework at all times & with brand value. Follow applicable KYC norms & other regulatory requirements. To complete mandatory certifications & other knowledge upgradation activities Constant Updation on new products & best practices Preferred candidate profile The role incumbent will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region Has managed IFAs (Independent financial Advisors) Thorough Knowledge & Understanding of AIF & PMS and equity markets Thorough Knowledge on equity markets Willing to work in an Individual contributor role
End-to-end hiring across tech verticals (500+ employees, Mumbai & Bangalore), closing 100+ roles driving both cost and quality outcomes. Deployed a tech assessment platform to standardize talent evaluation and uplift hiring quality across functions. Developed retention strategy through structured exit surveys, attrition analytics, and targeted interventions. Mapped roles for all tech employees aligned to external benchmarks to inform org design and pay architecture. Built real-time compensation intelligence dashboards to guide salary decisions and role-based revisions. Introduced 'Tech Talks'a flagship leadership-engagement platformand Tech Bytea microlearning series—to foster knowledge sharing and ongoing upskilling. Drove 40+ focus group discussions (300+ employees) to develop hyper-localized engagement action plans. Launched quarterly ‘Tech Awards’ to institutionalize recognition across innovation and impact categories. Transitioned tech teams into a product-aligned POD model, driving velocity and ownership via cross-functional collaboration; designed capability workshops and implemented KPI-linked performance structures. Spearheading the setup of an 83-member InsurTech Capability Center to reduce vendor dependency, enhance delivery ownership, and build internal tech strength; launched the ‘GTOY’ program, structuring a 6-month partner-led training plan, and embedded lateral talent into the ICC with tight alignment on TAT, cost, and quality metrics.
• End to end responsibility for recruitment, employee engagement, grievance management, statutory, and separation for mapped branches/employees. • Collaborate and partner with regional stakeholders/people managers on career development opportunities for vintage employees, coaching for low performers, managing discipline, recognition and engagement all via Company policies, procedures and best practices. • Strong focus on qualitative hiring within the SLA maintaining the optimum manning in the geography. • Ensure smooth onboarding to provide superior employee experience. • Handling workplace investigations, disciplinary, and termination procedures. • Maintain all MIS and reports for all areas of HR and ensure closures in relevant systems
Role & responsibilities Issue domestic and international bookings through Amadeus/Sabre Monitor and track bookings in queue for ticket Issuance Processing re-issuance / cancellation / refund of air tickets Processing special service requests Maintain daily MIS Candidates who has handled MICE ticketing would preferred should have done group ticket booking Preferred candidate profile Experience in international air ticketing Graduate preferably in travel studies and/or Diploma/equivalent in travel and tourism IATA/UFTAA or any other authorized airline course
Role & responsibilities Full-time MBA in HR with 5+ years of experience post-MBA, preferably who have joined as a Management Trainee and grown in the organization Preferably from BFSI sector. (life insurance would be preferred) Role involves 70% of talent acquisition. Should have experience in bulk hiring and sales hiring. Candidate should be good in data management. Team Handling role
Profile : MICE Business Development Location : Mumbai & Pune Designation : Assistant Manager/Senior Executive/Executive Eligibility: 3+ years of work experience in business development within the MICE industry with a proven record of achieving sales targets Familiarity with the MICE industry, industry trends, competitor offerings and market dynamics Proficiency in negotiating contracts, pricing, and terms to secure profitable deals for the company while maintaining client satisfaction Critical thinking and flexibility to adapt to changing circumstances while addressing complex challenges and find creative solutions to meet clients' needs Strong verbal & written communication skills and negotiation skills
Role & responsibilities Support the companys distribution initiatives and build relationships with key distributors. Increase market share & visibility amongst select key distributors and manage new distributor empanelment. Joint calls with IFAs in a competitive market and assist them in documentation. Channelize key market intelligence to the products & Investment team. Liaise with investment team for investment ideas, distributors visits, concalls, etc. Liaise with Operations & Customer Service team to provide seamless experience to customers. Ensure compliance with regulatory framework at all times & with brand value. Follow applicable KYC norms & other regulatory requirements. To complete mandatory certifications & other knowledge upgradation activities Constant Updation on new products & best practices Preferred candidate profile The role incumbent will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region Has managed IFAs (Independent financial Advisors) Thorough Knowledge & Understanding of AIF & PMS and equity markets Thorough Knowledge on equity markets Willing to work in an Individual contributor role
Job Purpose - Job Title Service Relationship Manager Location Lucknow As per business requirement Department UHNI / HNI -Client Services Reporting To Team Leader / Regional Head Client Experience Role overview The Service Relationship Manager (SRM) plays a critical role in delivering an exceptional client experience for high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs). As a key point of contact post-onboarding, the SRM ensures seamless execution of client requests, manages ongoing account servicing, and works closely with Relationship Managers, operations, compliance, and product teams to uphold service excellence. Key Roles and Responsibilities Client Servicing & Relationship Support • Act as the primary point of contact for client service needs (account updates, documentation, transactions, etc.) • Ensure timely resolution of client queries with accuracy and professionalism. • Coordinate with internal teams to execute investment instructions, redemptions, and other transactions. • Support Relationship Managers in pre- and post-meeting client engagement activities. Account Management • Oversee the end-to-end client onboarding process: documentation, KYC, regulatory checks, and activation. • Manage account updates such as address changes, nominee updates, and contact information. • Track client portfolio servicing requirements (e.g., portfolio statements, tax reports, renewal reminders). Compliance & Risk Management • Ensure all client interactions and transactions are compliant with internal policies and regulatory norms. • Maintain proper documentation and audit trails for all client interactions. • Flag suspicious transactions or irregularities to the compliance team. Reporting & Coordination • Generate regular client MIS reports, portfolio snapshots, and service dashboards. • Coordinate with product, operations, and compliance teams to resolve service bottlenecks. • Help in preparing pitch materials, investment proposals, and follow-up packs for the RM. Client Experience Management • Build trust and rapport with clients through proactive communication and consistent follow-through. • Help organize client events, webinars, and feedback sessions. • Monitor client satisfaction and implement service improvements where necessary. Key Skills & Competencies: • Strong communication and interpersonal skills • High attention to detail and process orientation • Customer-first mindset with a service excellence attitude • Proficiency in CRM systems, MS Excel, and reporting tools • Understanding of wealth management products (MFs, PMS, AIFs, Bonds, Insurance, etc.) • Familiarity with regulatory guidelines (SEBI, RBI, FATCA, KYC norms) Qualifications: • Graduate/Postgraduate in Finance, Business Administration, or related field • 5 - 10 years of experience in a client service role, preferably in wealth management, private banking, or financial services • NISM certifications (Series V A: Mutual Fund Distributors) preferred Success Metrics: • Client satisfaction/NPS scores • TAT for request resolution • Compliance & audit scores • Client retention and engagement levels • RM satisfaction (internal stakeholder feedback) CTC - upto 12-15 LPA Interested Applicant can share Cvs at poonam@liontreehr.com
Job Title: State Head - HR Dept: Human Resource Management Reports To: Circle Head - HR Location: Region/Branch as per role 1: Job Purpose Statement (Summarise in one/two statements why this job exists and the contribution makes to the overall business of the company). Manage the regional team to execute employee lifecycle processes from hiring to retiring, ensuring compliance and provide guidance to employees across the region helping to drive business outcomes. 2: Duties & Responsibilities (List in the order of importance the duties & responsibilities of this job) End to end responsibility for recruitment, employee engagement & development, grievance management, statutory, and separation for mapped branches/employees. Partner business for accelerated growth in revenue & market share Strong focus on qualitative hiring within the SLA maintaining the optimum manning in the geography. Ensure smooth onboarding to provide superior employee experience. Handling workplace investigations, disciplinary, and termination procedures. Maintain all MIS and reports for all areas of HR and ensure closures in relevant systems. Key Challenges (List the key tasks performed to support the main objectives of the position). 1. Attracting qualitative talent in competitive market, within the SLA. 2. Serve as the organizations ears on the ground to capture and escalate employee concerns and grapevine information to relevant stakeholder, ensuring prompt addressal and mitigating potential risks. 3. Look for EWS and reduce undesirable attrition. 4. Understanding and catering to the change management needs from time to time. 5. Ensuring data security and compliance in the assigned geography 5: Decision Making Authority (Describes the type of decisions made alone, those on which the manager must be consulted, those referred to a higher level, and job procedures to be followed). 1. Taking judicious decisions on selection of right candidates within the set norms for all departments. 2. Planning and conducting events for employee engagement. 3. Taking decisions on disciplinary cases basis the norms of the company. 4. Taking decisions for the day-to-day employee related queries and issues. Job Requirements (Describe the educational requirements, suggested year and type of experience, nature and extent of skills/abilities required for the desired position). Professional Qualification Skills Knowledge Competencies Qualified as MBA/PG in HR with at least 8-15 years relevant experience. (The role requires to travel across branch offices and should be open to travel and relocate as per companys requirement) 1. Team Management 2. Stakeholder Management 3. Strong bulk hiring experience 4. Disciplinary cases management 5. Strong stakeholder and people management 1. Strong HR fundamentals 2. Business acumen 1. Agility, boldness and collaboration 2. Timeliness and accuracy in delivery 3. Execution effectiveness 4. Strong in data analytics
PURPOSE OF THE ROLE The incumbent will be responsible for ensuring all compliance policies and procedures of the organization comply with regulatory and ethical standards. Person should optimise existing processes and procedures and manage audit requirements KEY RESPONSIBILITIES AND ACCOUNTABILITIES OF THE ROLE Regulatory Compliance MIS Reporting to Board of Trustees & AMC Regulatory Reporting on behalf of the AMC and Trustees Resolving Compliance related issues with department/ Official concerned Registration / Renewal of licenses with Regulatory Authority Handling Internal and Statutory audit requirements pertaining to the function and supporting the Compliance officer in handling SEBI Inspection Streamlining processes and documents as per compliance requirements Legal work covering drafting/perusing of various Agreements, documents, Investor Complaints and Arbitrations, etc. Organizational Level training on Compliance requirements Adhering to various Regulatory requirements Reviewing Marketing materials Monitoring of PMLA requirements Strong support to compliance head to drive the function effectively Minimum Experience of 10-12 years of which 6 7 years in Mutual Fund compliance
PURPOSE OF THE ROLE The incumbent will be responsible for ensuring all compliance policies and procedures of the organization comply with regulatory and ethical standards. Person should optimise existing processes and procedures and manage audit requirements KEY RESPONSIBILITIES AND ACCOUNTABILITIES OF THE ROLE Regulatory Compliance MIS Reporting to Board of Trustees & AMC Regulatory Reporting on behalf of the AMC and Trustees Resolving Compliance related issues with department/ Official concerned Registration / Renewal of licenses with Regulatory Authority Handling Internal and Statutory audit requirements pertaining to the function and supporting the Compliance officer in handling SEBI Inspection Streamlining processes and documents as per compliance requirements Legal work covering drafting/perusing of various Agreements, documents, Investor Complaints and Arbitrations, etc. Organizational Level training on Compliance requirements Adhering to various Regulatory requirements Reviewing Marketing materials Monitoring of PMLA requirements Strong support to compliance head to drive the function effectively Minimum Experience of 10-12 years of which 6 7 years in Mutual Fund compliance