Delhi, India
Not disclosed
On-site
Full Time
Executive – Accounts/Admin/HR Location: Lajpat Nagar, Delhi Experience: 2–4 Years Job Type: Full-Time Salary: As per industry standards Job Summary: We are looking for a versatile and proactive executive who can handle responsibilities across accounts , administration , and human resources. The ideal candidate will have a good understanding of basic accounting principles, administrative coordination, and HR functions. Key Responsibilities: Accounts: Maintain day-to-day financial transactions and accounting records (Tally/ERP). Handle GST, TDS, and other statutory compliance filings. Prepare invoices, vouchers, and bank reconciliations. Assist in audits and coordination with external CAs/consultants. Administration: Oversee office supplies, equipment, and vendor management. Coordinate facility maintenance, housekeeping, and logistics. Maintain office documentation and ensure smooth office functioning. Support scheduling of meetings and event coordination. HR: Assist with the recruitment process (scheduling interviews, follow-ups). Maintain employee records and attendance tracking. Assist with onboarding, exit formalities, and employee engagement. Support payroll processing and compliance-related documentation. Skills & Qualifications: Bachelor’s degree in commerce/business administration/human resources. 2–4 years of relevant experience. Knowledge of Tally, MS Office (especially Excel), and HRMS tools is a plus. Strong communication, multitasking, and problem-solving skills. Ability to work independently and take initiative. How to Apply: Please send your resume to vipul@niveshonline.com or contact @ 9910040264 for more details. Show more Show less
Delhi, India
Not disclosed
On-site
Full Time
We are among the top few Distributors of mutual funds all over India and ranks amongst the top 5 in Delhi, India alone. We began our journey since 2006 and have walked quite a long distance since then. Diversification is the golden rule in investments, and so we have every product of diversification that your investments will ever need. Be it be, Stocks, Insurance, Fixed Deposits, Bond, Debentures and alike. We are currently, actively managing 450-475 Crore of AUM completely in mutual funds. You be it in Any part of the world and services for you remains the same as we help you achieve your financial milestones. The Role Job Type: Full Time Industry: Insurance Department: Sales & Business Development Experience Required: 1–5 years Job Summary We are seeking a motivated and results-driven sales executive to join our insurance sales team. The ideal candidate will be responsible for promoting and selling health and motor insurance policies to individuals and businesses. You will play a key role in increasing revenue by identifying potential clients, generating leads, and closing sales. Key Responsibilities Promote and sell health and motor insurance policies to customers through various channels (field sales, tele-sales, online platforms, etc.) Identify customer needs and offer suitable insurance plans Generate leads through cold calling, networking, and referrals Schedule and conduct meetings with prospective clients Provide detailed information about insurance policies, terms, and conditions Follow up with clients for renewals, queries, and policy servicing Achieve monthly and quarterly sales targets Maintain accurate records of client interactions and sales activities Stay updated with insurance industry trends and products Build long-term relationships with customers to retain business Compensation Fixed salary + Attractive incentives/commissions Travel allowance (if applicable) Performance-based bonuses Growth Opportunities Potential for promotion to Team Leader/Managerial roles based on performance Training & development support provided Ideal Profile Qualifications & Skills Graduate in any discipline (preferably in Business, Finance, or Marketing) Proven sales experience in insurance products preferred Strong understanding of health and motor insurance products Excellent communication and interpersonal skills Self-motivated and target-oriented Ability to work independently and as part of a team Basic computer literacy (MS Office, CRM systems) What's on Offer? Health & Motor Insurance Sales Executive Show more Show less
Noida, Uttar Pradesh, India
Not disclosed
Remote
Full Time
Job Title: Relationship Manager – Health Insurance (B2C) 📍 Location: Rohini, Noida & Gurugram 🕘 Job Type: Full-Time 💼 Experience: 2–5 Years 📢 Industry: Health Insurance / Financial Services Job Summary: We are looking for a motivated and experienced Relationship Manager with strong knowledge of B2C health insurance sales to manage and grow our existing client base. The ideal candidate should be passionate about customer service, target-driven, and capable of nurturing long-term relationships with individual clients. Key Responsibilities: Manage and grow our existing health insurance client base. Identify customer needs and provide suitable insurance solutions. Conduct face-to-face and remote client meetings across Rohini, Noida, and Gurugram. Handle end-to-end sales process from lead generation to policy issuance. Maintain strong post-sales relationships with clients to ensure retention and cross-sell opportunities. Provide accurate information about insurance products and benefits. Stay updated with industry trends, IRDAI regulations, and product changes. Resolve client queries and support with claims process as needed. Key Requirements: Minimum 2–5 years of experience in B2C health insurance sales. Strong understanding of health insurance products and industry practices. Excellent communication, persuasion, and relationship-building skills. Self-motivated and result-oriented. Willing to travel across assigned locations. Graduate in any discipline; relevant certifications in insurance preferred. Preferred Skills: Knowledge of CRM tools and sales reporting. Multilingual proficiency is a plus. Familiarity with IRDAI guidelines and compliance standards. Interested candidates can apply by: 📧 Emailing your resume to: vipul@niveshonline.com 📞 Contacting: +91-9910049264 (Mr. Vipul Kumar) Show more Show less
Noida, Uttar Pradesh, India
None Not disclosed
On-site
Full Time
Company Description mNivesh is a top distributor of mutual funds in India, ranking among the top 5 in Delhi. With a history since 2006, we offer various investment products including Stocks, Insurance, Fixed Deposits, Bonds, and Debentures. Currently managing 450-475 Crore of AUM in mutual funds, we aim to help clients achieve their financial milestones globally. Jobs Location: - Noida, Faridabad & Gurugram Role Description This is a full-time on-site role for a Relationship Manager – Mutual Fund located in Noida. The Relationship Manager will be responsible for managing client portfolios, building and maintaining relationships with clients, providing financial advice, and analyzing market trends to offer suitable investment options. Qualifications Experience in financial services, mutual funds, and investment management Strong customer relationship management skills Knowledge of market trends and investment products Excellent communication and negotiation skills Ability to analyze and interpret financial data Professional certifications like NISM or CFP are advantageous Bachelor's degree in finance, Economics, Business Administration, or related field nterested candidates can apply by: 📧 Emailing your resume to: vipul@niveshonline.com 📞 Contacting: +91-9910049264 (Mr. Vipul Kumar)
Gurugram, Haryana, India
None Not disclosed
On-site
Full Time
Company Description mNivesh is a top distributor of mutual funds in India, ranking among the top 5 in Delhi. Since 2006, we have been providing a diverse range of investment products, including stocks, insurance, fixed deposits, bonds, and debentures. With over 450-475 crore of AUM managed in mutual funds, we aim to help clients achieve their financial milestones regardless of their location. Location: Gurugram Role Description This is a full-time on-site role for a Relationship Manager—Mutual Fund & Stock at mNivesh located in Delhi, India. The relationship manager will be responsible for managing client investment portfolios, providing investment advice, conducting market research, and building strong relationships with clients to ensure their financial goals are met. Qualifications Knowledge and experience in mutual funds and stock market investments Strong communication and interpersonal skills Ability to analyze financial data and market trends Experience in client relationship management Certifications such as AMFI, NISM, or CFP would be beneficial Bachelor's degree in Finance, Business, Economics, or related field Interested candidates can apply by: 📧 Emailing your resume to: vipul@niveshonline.com 📞 Contacting: +91-9910049264 (Mr. Vipul Kumar)
Delhi, India
None Not disclosed
On-site
Full Time
Job Title: Service Manager – Mutual Fund Operations Location: Rohini Sector-10 Company: Milestone Global Moneymart Private Limited Experience Required: 2–4 years Job Type: Full-time Job Summary: We are seeking a dynamic and detail-oriented Service Manager—Operations (Mutual Fund) to manage end-to-end mutual fund operations including transaction processing, reconciliation, compliance, and client servicing. The ideal candidate should have strong knowledge of mutual fund products and operational workflows. Key Responsibilities: Manage daily mutual fund operations: purchase, redemption, switch, and SIP transactions Oversee transaction processing through platforms like BSE Star MF, NSE NMF, or RTA portals Reconcile transactions, fund transfers, and client holdings with RTAs (e.g., CAMS, KFintech) Coordinate with AMCs, distributors, and back-office teams for smooth processing Handle escalations and ensure timely resolution of client queries and service requests Ensure compliance with SEBI and AMFI regulations Monitor service quality, turnaround times (TAT), and operational SLAs Prepare MIS reports and dashboards for senior management Implement process improvements and automation in operational workflows Required Skills: Strong knowledge of mutual fund products, processes, and platforms Hands-on experience in operations using platforms like BSE Star MF/NSE NMF Familiarity with RTA systems (CAMS, KFintech) and transaction reconciliation Sound understanding of SEBI/AMFI guidelines Proficiency in MS Excel and reporting tools Excellent communication and coordination skills Strong problem-solving and analytical ability Qualifications: Graduate in Finance, Commerce, or related field 3+ years of experience in mutual fund operations or similar financial services role Preferred Attributes: Prior experience in a mutual fund distribution firm, registrar, or AMC Exposure to client servicing and operations management Leadership capability to handle small to mid-sized teams To apply, email your updated resume to vipul@niveshonline.com with the subject line “Application – Service Manager – Mutual Fund Operations”. Call me "-9910049264
Noida, Uttar Pradesh, India
None Not disclosed
Remote
Full Time
Job Title: Relationship Manager – Health Insurance (B2C) 📍 Location: Rohini, Noida & Gurugram 🕘 Job Type: Full-Time 💼 Experience: 2–5 Years 📢 Industry: Health Insurance / Financial Services Job Summary: We are looking for a motivated and experienced Relationship Manager with strong knowledge of B2C health insurance sales to manage and grow our existing client base. The ideal candidate should be passionate about customer service, target-driven, and capable of nurturing long-term relationships with individual clients. Key Responsibilities: Manage and grow our existing health insurance client base. Identify customer needs and provide suitable insurance solutions. Conduct face-to-face and remote client meetings across Rohini, Noida, and Gurugram. Handle end-to-end sales process from lead generation to policy issuance. Maintain strong post-sales relationships with clients to ensure retention and cross-sell opportunities. Provide accurate information about insurance products and benefits. Stay updated with industry trends, IRDAI regulations, and product changes. Resolve client queries and support with claims process as needed. Key Requirements: Minimum 2–5 years of experience in B2C health insurance sales. Strong understanding of health insurance products and industry practices. Excellent communication, persuasion, and relationship-building skills. Self-motivated and result-oriented. Willing to travel across assigned locations. Graduate in any discipline; relevant certifications in insurance preferred. Preferred Skills: Knowledge of CRM tools and sales reporting. Multilingual proficiency is a plus. Familiarity with IRDAI guidelines and compliance standards. Interested candidates can apply by: 📧 Emailing your resume to: vipul@niveshonline.com 📞 Contacting: +91-9910049264 (Mr. Vipul Kumar)
Delhi, India
None Not disclosed
Remote
Full Time
🧾 Job Title: Relationship Manager (Sales) – Health Insurance (B2C) 📍 Location: Rohini, Noida & Gurugram 🕘 Job Type: Full-Time 💼 Experience: 2–5 Years 📢 Industry: Health Insurance Company Description mNivesh is a top distributor of mutual funds in India, ranking among the top 5 in Delhi. Established in 2006, mNivesh offers a wide range of investment products including stocks, insurance, fixed deposits, bonds, and debentures. With over 450-475 Crore AUM in mutual funds, mNivesh is dedicated to helping clients achieve their financial goals globally. Job Summary: We are seeking a motivated and experienced Relationship Manager with a strong background in B2C health insurance sales to manage and expand our existing client portfolio. The ideal candidate should be customer-focused, target-driven, and capable of building and maintaining long-term relationships with individual clients. Key Responsibilities: Manage and grow the existing health insurance client base. Understand customer needs and recommend suitable insurance solutions. Conduct both in-person and remote meetings with clients across Rohini, Noida, and Gurugram . Handle the complete sales cycle—from lead generation to policy issuance. Provide excellent post-sales support to ensure client retention and identify cross-selling opportunities. Offer clear and accurate information regarding insurance products and their benefits. Keep up to date with industry trends , IRDAI regulations , and product updates . Assist clients with queries and claims-related support as needed. Key Requirements: 2–5 years of experience in B2C health insurance and field sales . Strong knowledge of health insurance products and sales strategies. Excellent communication, negotiation, and interpersonal skills. Target-oriented and self-driven with a proactive mindset. Willingness to travel locally across designated areas. Minimum graduate in any discipline ; insurance-related certifications (e.g., IRDAI) are an added advantage. Preferred Skills: Experience using CRM tools and preparing sales reports . Multilingual abilities will be considered an asset. Familiarity with IRDAI compliance and documentation standards . How to Apply: 📧 Email Your Resume: vipul@niveshonline.com 📞 Contact: +91-9910049264 ( Mr. Vipul Kumar )
Rohini, Delhi, India
None Not disclosed
On-site
Full Time
Company Description mNivesh is a top distributor of mutual funds in India, ranking among the top 5 in Delhi. Since 2006, we have been providing a diverse range of investment products, including stocks, insurance, fixed deposits, bonds, and debentures. With over 450-475 crore of AUM managed in mutual funds, we aim to help clients achieve their financial milestones regardless of their location. Location: Rohini Role Description This is a full-time on-site role for a Relationship Manager—Mutual Fund & Stock at mNivesh located in Delhi, India. The relationship manager will be responsible for managing client investment portfolios, providing investment advice, conducting market research, and building strong relationships with clients to ensure their financial goals are met. Qualifications Knowledge and experience in mutual funds and stock market investments Strong communication and interpersonal skills Ability to analyze financial data and market trends Experience in client relationship management Certifications such as AMFI, NISM, or CFP would be beneficial Bachelor's degree in Finance, Business, Economics, or related field Interested candidates can apply by: 📧 Emailing your resume to: vipul@niveshonline.com 📞 Contacting: +91-9910049264 (Mr. Vipul Kumar)
Rohini, Delhi, India
None Not disclosed
On-site
Full Time
Position: Account Executive Experience: Minimum 5 Years Location: Rohini, Sector 10, Delhi Employment Type: Full-time Salary: As per industry standards Company Description mNivesh is one of the leading distributors of mutual funds across India, ranking among the top 5 in Delhi. Established in 2006, we offer a wide range of investment products including stocks, insurance, fixed deposits, bonds, and debentures to meet diverse investment needs. Currently managing an AUM of 450-475 Crore in mutual funds, we provide consistent services to clients worldwide, helping them achieve their financial milestones. Role Description This is a full-time, on-site role for an account executive located in Rohini. The account executive will be responsible for managing client accounts, providing investment advice tailored to client needs, conducting market research, and maintaining customer relationships. The role includes developing strategies to maximize account performance, preparing financial documents, and ensuring compliance with regulatory standards. The account executive will also be involved in liaising with clients to understand their investment goals and recommending appropriate products. Qualifications Client Relationship Management, Communication Skills, and Customer Service Market Research, Financial Analysis, and Investment Advice Attention to Detail, Organizational Skills, and Time Management Knowledge of Mutual Funds, Stocks, Bonds, and other investment products Bachelor's degree in Finance, Business Administration, or related field Proficiency in Microsoft Office and Financial Software Interested candidates can apply by: 📧 Emailing your resume to: vipul@niveshonline.com 📞 Contacting: +91-9910049264 (Mr. Vipul Kumar)
Rohini, Delhi, India
None Not disclosed
Remote
Full Time
Location : [Rohini Sec-10 or “Remote”] Duration : 6 Month Stipend : Paid Company Description mNivesh is a top distributor of mutual funds in India, including a ranking among the top 5 in Delhi. Since its inception in 2006, mNivesh has become a leading provider of diversified investment products, such as stocks, insurance, fixed deposits, bonds, and debentures. Currently, the company actively manages an AUM of 450-475 Crores INR, offering consistent services to clients worldwide to help them achieve their financial goals. Role Description This is a full-time, on-site internship role for a Digital Marketing Intern located in Rohini. The Digital Marketing Intern will be responsible for managing social media marketing campaigns, assisting with digital marketing strategies, analyzing web analytics, and supporting online marketing efforts. Daily tasks will include creating content, monitoring performance metrics, and collaborating with the marketing team to enhance digital presence. Qualifications Skills in Social Media Marketing and Online Marketing Experience in Digital Marketing and Web Analytics Excellent communication skills Ability to work collaboratively in a team environment Basic knowledge of marketing principles and digital tools Enthusiastic and eager to learn about the financial services industry Pursuing a degree in Marketing, Business, Communication, or a related field 📩 How to Apply: 📧 Email your resume to: vipul@niveshonline.com 📞 Contact: +91-9910049264 (Mr. Vipul Kumar)
Gurugram, Haryana, India
None Not disclosed
On-site
Full Time
Company Description mNivesh is a top distributor of mutual funds in India, ranking among the top 5 in Delhi. With a history since 2006, we offer various investment products including Stocks, Insurance, Fixed Deposits, Bonds, and Debentures. Currently managing 450-475 Crore of AUM in mutual funds, we aim to help clients achieve their financial milestones globally. Jobs Location: - Gurugram Role Description This is a full-time on-site role for a Relationship Manager – Mutual Fund located in Noida. The Relationship Manager will be responsible for managing client portfolios, building and maintaining relationships with clients, providing financial advice, and analyzing market trends to offer suitable investment options. Qualifications Experience in financial services, mutual funds, and investment management Strong customer relationship management skills Knowledge of market trends and investment products Excellent communication and negotiation skills Ability to analyze and interpret financial data Professional certifications like NISM or CFP are advantageous Bachelor's degree in finance, Economics, Business Administration, or related field interested candidates can apply by: 📧 Emailing your resume to: vipul@niveshonline.com 📞 Contacting: +91-9910049264 (Mr. Vipul Kumar)
haryana
INR Not disclosed
On-site
Full Time
mNivesh is a leading distributor of mutual funds in India, ranking among the top 5 in Delhi. Since our establishment in 2006, we have been offering a wide range of investment products, including Stocks, Insurance, Fixed Deposits, Bonds, and Debentures, to help clients achieve their financial goals. Currently, we manage assets worth 450-475 Crore in mutual funds and are committed to assisting clients in reaching their financial milestones globally. We are looking for a dedicated Relationship Manager - Mutual Fund to join our team in Gurugram. As a Relationship Manager, you will play a crucial role in managing client portfolios, fostering client relationships, providing financial advice, and analyzing market trends to recommend suitable investment options. This is a full-time on-site position based in Noida. The ideal candidate should have experience in financial services, mutual funds, and investment management. Strong customer relationship management skills, knowledge of market trends and investment products, excellent communication and negotiation abilities, and the capacity to analyze and interpret financial data are essential for this role. Possessing professional certifications like NISM or CFP and holding a Bachelor's degree in finance, Economics, Business Administration, or a related field would be advantageous. If you meet the qualifications and are interested in this opportunity, please email your resume to vipul@niveshonline.com or contact Mr. Vipul Kumar at +91-9910049264 for further details and to apply for the position.,
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