MoneyMasterz

Company Description MoneyMasterz is a comprehensive wealth management company with a diverse team of professionals committed to financial well-being. Over the past seven years, we have served over 8000 clients across five countries. Trusted with more than 750 Cr. of assets, we aim to deliver a personalized and holistic experience for managing finances. Our goal is to make financial management enjoyable and tailored to each client's unique needs, just like a personal CFO. Role Description This is a full-time, on-site role for a Life Insurance Specialist located in Noida. The Life Insurance Specialist will be responsible for selling life insurance policies, providing customer service, advising clients on insurance and financial matters, and maintaining detailed records of insurance policies. The role involves understanding client needs, suggesting suitable insurance options, and ensuring customer satisfaction. Qualifications Experience in Insurance Sales and Sales skills Customer Service expertise Knowledge of Finance and Insurance Strong interpersonal and communication skills Ability to work collaboratively within a team structure Bachelor's degree in Finance, Business, or related field Prior experience in the financial services industry is a plus Interested candidates, share your resume on my Mail ID mansiallen@moneymasterz.in or 8882909955. Show more Show less

Position : Frontline Sales Manager – B2B Insurance Sales Location : NOIDA - Sector 63 Openings : 1 Experience : Minimum 2 years in corporate or B2B insurance sales Employment Type : Full-Time Key Responsibilities : Develop and manage relationships with corporate clients for insurance solutions. Identify new business opportunities in the B2B segment. Conduct presentations and product demonstrations to potential clients. Negotiate terms and close sales to meet revenue targets. Collaborate with underwriting and operations teams for proposal and policy issuance. Provide after-sales support and maintain long-term client relationships. Requirements : Minimum 2 years of experience in corporate/B2B insurance sales. Strong understanding of group health insurance and general insurance products. Excellent communication and negotiation skills. Proven track record in achieving sales targets. Willingness to travel for client meetings. Preferred : Candidates with prior experience in commercial lines, insurance broking, or corporate insurance sales. Interested candidates, share your resume on 8882909955 or mansiallen@moneymaster.in Show more Show less

The ideal candidate is a motivated, well-organized individual who has a deep understanding of prospecting and developing strong relationships with customers. Responsibilities Develop and execute strategies to drive business in new and existing markets Partner with Talent Acquisition to identify and recruit top sales talent Mentor employees to help them achieve individual & team objectives Qualifications Bachelor's degree or equivalent experience in Business 3+ years' of sales experience Excellent written and verbal communication skills Show more Show less

Job Title: Senior Sales Executive/Manager – Unsecured Loans Location: Noida (Sector 63) Experience Required: Minimum 3 years Department: Business Loans / Personal Loans etc. Job Type: Full-time Job Summary: We are seeking an experienced and dynamic professional to join our team as a Senior Executive – Unsecured Loans . The ideal candidate should have a minimum of 3 years of relevant experience in handling unsecured lending products such as personal loans, business loans, or consumer durable loans. This role involves end-to-end management of loan applications, client handling, and coordination with cross-functional teams to ensure smooth processing and disbursement. Key Responsibilities: Manage and process unsecured loan applications, including personal and business loans. Assess customer eligibility through document verification, credit checks, and income analysis. Coordinate with credit, operations, and risk departments to ensure timely approval and disbursement. Achieve monthly sales targets and contribute to overall branch/team performance. Provide accurate product information to clients and resolve queries promptly. Ensure compliance with internal policies and regulatory guidelines. Maintain records of customer interactions and loan status updates in CRM systems. Build and manage strong relationships with customers to drive repeat business and referrals. Conduct follow-ups for pending documentation or repayments when required. Required Skills and Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field (MBA preferred). Minimum of 3 years of experience in unsecured lending or related financial services. Sound understanding of credit underwriting and risk evaluation for unsecured loans. Excellent communication, interpersonal, and negotiation skills. Strong analytical and problem-solving abilities. Proficient in MS Office and loan management systems/CRM tools. Ability to work under pressure and meet targets in a fast-paced environment. Preferred Qualifications: Prior experience with NBFCs or banks in the personal loan segment. Knowledge of fintech products or digital lending platforms will be an advantage.

Company Description MoneyMasterz is a comprehensive wealth management company trusted by over 8,000 clients across more than 5 countries. With a dedicated team of professionals, we manage assets worth 750 Cr., offering personalized and holistic financial solutions. Our goal is to make portfolio management a fun and enjoyable experience by providing customized services that cater to each client's unique financial situation and goals. Choose us as your personal CFO and experience unsurpassed financial management. Key Responsibilities: Manage and process Secured and unsecured loan applications, including personal and business loans. Assess customer eligibility through document verification, credit checks, and income analysis. Coordinate with credit, operations, and risk departments to ensure timely approval and disbursement. Achieve monthly sales targets and contribute to overall branch/team performance. Provide accurate product information to clients and resolve queries promptly. Ensure compliance with internal policies and regulatory guidelines. Maintain records of customer interactions and loan status updates in CRM systems. Build and manage strong relationships with customers to drive repeat business and referrals. Conduct follow-ups for pending documentation or repayments when required. Required Skills and Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field (MBA preferred). Minimum of 3 years of experience in unsecured lending or related financial services. Sound understanding of credit underwriting and risk evaluation for unsecured loans. Excellent communication, interpersonal, and negotiation skills. Strong analytical and problem-solving abilities. Proficient in MS Office and loan management systems/CRM tools. Ability to work under pressure and meet targets in a fast-paced environment.

Company Description MoneyMasterz is a comprehensive wealth management company with a diverse team of professionals dedicated to financial well-being. In the last seven years, we have assisted over 8,000 clients across 5+ countries, managing over 750 Cr. of assets. We provide personalized and holistic financial solutions, ensuring an enjoyable and customized experience for each client, similar to a personal CFO. Role Description This is a full-time on-site role for a Sr. Manager Sales Loan, located in Noida. The Sr. Manager Sales Loan will be responsible for overseeing sales operations, developing business plans, and providing excellent customer service. This role involves analyzing market trends, managing client relationships, and executing sales strategies to achieve company targets. Qualifications Strong Analytical Skills and Business Planning abilities Excellent Communication and Customer Service skills Proven expertise in Sales Operations Proven track record of achieving sales targets and driving business growth Experience in the finance or wealth management industry is a plus Bachelor's degree in Business, Finance, or related field

As an Agency Sales Manager Insurance at MoneyMasterz, you will play a crucial role in developing and managing an insurance sales team. Your responsibilities will include identifying new business opportunities, building strong client relationships, and achieving sales targets. Additionally, you will be tasked with training and mentoring sales agents, monitoring sales performance, and ensuring compliance with industry regulations. To excel in this role, you should possess strong skills in sales management, team leadership, and business development. Experience in client relationship management, knowledge of insurance products and industry regulations, and excellent communication and negotiation skills are essential. Proficiency in using CRM software and sales tracking tools, as well as the ability to work independently and handle multiple tasks, will be beneficial. This is a full-time on-site position located in Noida. A Bachelor's degree in Business, Finance, or a related field is required. Prior experience in the insurance or financial services industry would be advantageous. If you are looking for a rewarding opportunity to work with a dedicated team and contribute to the growth of the company, we would love to hear from you.,

You will be joining MoneyMasterz, a leading wealth management company dedicated to ensuring the financial well-being of our clients. With a team of professionals committed to excellence, we have successfully helped over 8,000 clients across five countries manage assets totaling more than 750 Cr. At MoneyMasterz, we take a personalized and holistic approach to financial management, tailoring our services to meet each client's unique needs and providing a customized experience that makes managing your portfolio enjoyable, akin to having a personal CFO. As the Manager Sales Insurance at Chenal Sales, located in Noida, you will be responsible for overseeing sales operations, crafting business strategies, analyzing market trends, and delivering exceptional customer service within the insurance domain. Your key responsibilities will include driving sales initiatives, monitoring performance metrics, devising revenue-maximizing strategies, and nurturing client relationships to ensure customer satisfaction. To excel in this role, you should possess strong analytical skills and the ability to develop effective business plans. Excellent communication and customer service skills are essential for building and maintaining relationships with clients. Previous experience in sales operations, coupled with proven leadership and team management abilities, will be advantageous. A Bachelor's degree in Business, Finance, or a related field is required, along with a minimum of 3 years of experience in the insurance sales industry. If you are passionate about sales, possess a strategic mindset, and thrive in a dynamic environment, we invite you to join our team at MoneyMasterz and contribute to our mission of providing top-notch financial management services to our valued clients.,

We are seeking a dynamic and detail-oriented Mutual Funds and Equity Operations Executive with 2–3 years of experience in Mutual Fund backend operations. The ideal candidate will possess strong knowledge of NSE NMF portal operations, KYC verification, Demat-related activities, and telesales support. Key Responsibilities:  Register clients on the NSE NMF portal accurately and efficiently.  Verify KYC documents and ensure compliance with regulatory requirements.  Handle NACH mandate registration and KRA verification.  Assist in opening MOSL Demat accounts and ensure smooth client onboarding.  Manage DIS slip punching in CBOS and related backend activities.  Handle dematerialization of physical shares in backend operations.  Schedule and line up meetings for the Sales Manager.  Support telesales activities and coordinate with clients as required.  Provide timely updates to existing and new clients regarding ongoing NFOs and IPOs. Candidate Requirements:  Graduate in Commerce/Finance or related field (preferred).  2–3 years of experience in Mutual Fund backend operations.  Good knowledge of NSE NMF, Kfintech, CAMS, BSE Star portal, KYC, NACH, KRA processes.  Hands-on experience with MOSL Demat account opening, DIS slip punching, and dematerialization processes.  Strong communication and telesales support skills.  Proficiency in MS Office with ability to manage backend operations efficiently.  Detail-oriented, organized, and able to work under deadlines. Role Benefits:  Opportunity to work with a growing financial services team.  Gain hands-on experience across Mutual Fund & Equity operations.  Exposure to sales support and client relationship management.

Profile- Telecaller Department- Life Insurance Experience- 1 Year to 3 Years Location- Noida Sector 63 Job Description: We are seeking an energetic Telecaller with prior experience in the life insurance industry to promote and sell insurance products over the phone. The role involves contacting potential clients, explaining policy features, and helping them choose suitable coverage. Key Responsibilities: Make outbound calls to prospective customers. Explain life insurance plans, benefits, and terms. Identify customer needs and recommend suitable products. Follow up with leads and close sales. Maintain call records and achieve daily/weekly targets. Requirements: Graduates with good communication skills. Prior experience in life insurance telesales is mandatory. Strong persuasion and customer service skills.

As a Mutual Fund Sales Associate at MoneyMasterz, you will be responsible for selling mutual funds, fostering client relationships, and delivering financial advisory services to assist clients in reaching their investment objectives. This full-time position, based in Noida, is ideal for an MBA fresher who possesses a strong sales acumen and a keen understanding of mutual funds and financial markets. Your role will involve engaging in daily activities centered around promoting mutual fund products, establishing and nurturing client connections, and offering personalized financial guidance to support clients in achieving their financial aspirations. Your ability to effectively communicate, negotiate, and present information will be crucial in this role, ensuring that you can cater to the diverse needs of our clientele. To excel in this position, you should exhibit a goal-oriented mindset, self-motivation, and a dedication to building lasting client partnerships. A background in Business Administration or Finance, with a Bachelor's or Master's degree, will serve as a strong foundation for success in this role. Additionally, any relevant internships or coursework related to asset management or sales will be advantageous in helping you thrive in this dynamic and rewarding environment at MoneyMasterz. If you are passionate about the financial services industry, possess the necessary qualifications, and are eager to embark on a career that involves making a positive impact on clients" financial well-being, we invite you to join our team at MoneyMasterz and contribute to our mission of empowering individuals to grow their wealth effectively.,

Company Description MoneyMasterz is a comprehensive wealth management company with a diverse team of professionals dedicated to financial well-being. In the last seven years, we have assisted over 8000 clients across more than five countries, managing assets worth over 750 Cr. Our goal is to deliver an unsurpassed and customized experience, treating each client like a personal CFO. We take a personalized and holistic approach to manage unique financial situations and goals, ensuring a pleasant and enjoyable experience. Role Description This is a full-time, on-site role for a Sales Manager - Life Insurance at our Noida office. The Sales Manager will be responsible for developing and implementing sales strategies, managing client relationships, and ensuring the achievement of sales targets. Daily tasks will include prospecting new clients, providing tailored life insurance solutions, and maintaining a high level of customer service. Coordination with the internal team to streamline processes and training junior sales staff will also be part of the role. Qualifications Proven experience in sales, particularly in the life insurance sector Excellent communication and interpersonal skills Ability to develop and implement effective sales strategies Strong client relationship management skills Ability to work independently and as part of a team Bachelor's degree in Business, Finance, or related field Experience with financial planning and analysis is a plus Proficiency in CRM software and MS Office

You are a dynamic and result-driven Sales Manager with experience in the life insurance industry. Your primary responsibility will be to lead sales operations, manage a team, and drive business growth. This involves developing strategies, mentoring sales executives, and ensuring the achievement of sales and revenue targets. Your key responsibilities will include leading and managing a team of sales executives/telecallers, driving sales of life insurance products through effective strategies, identifying new business opportunities, and building client relationships. You will also be responsible for motivating, training, and guiding the sales team to achieve individual and team targets, monitoring performance metrics, preparing regular reports for management, ensuring compliance with IRDAI regulations and company standards, and collaborating with cross-functional teams for smooth sales operations. To excel in this role, you should be a Graduate/Postgraduate, preferably with specialization in Sales/Marketing/Finance, and have at least 5-7 years of experience in life insurance sales, including 2+ years in a managerial role. A proven track record of meeting/exceeding sales targets, strong leadership, negotiation, and relationship-building skills, as well as in-depth knowledge of life insurance products and industry practices are essential requirements for this position.,