Nivesh is a financial technology company that provides investment solutions and portfolio management services to retail and institutional investors.
Noida
INR 1.5 - 3.0 Lacs P.A.
Work from Office
Full Time
PRIMARY ROLE AND RESPONSIBILITIES Channel partner engagement and business development Training channel partners to make them aware of the portal, products, and services Drive business from the mapped channel partners Coordinate with other internal departments for the smooth processing of transactions and query resolutions Continuous engagement with channel partners and ensure the regular flow of business REQUIRED SKILLS 1-3 years of experience in Sales/Business Development of Financial products will be preferred. Good command over written and spoken English and Hindi. Knowledge of any other Indian language will be an added advantage. Proficient in use of modern digital tools like emails, MS Office, Google tools like Sheet, Doc, Meet etc.Sales orientation is a must for this role with knowledge of financial products Willing to work in a performance-oriented organization Having certification in NISM - Series V-A or Certified Financial Planners is extra advantage ADVANTAGE OF WORKING WITH US Fast-paced Growing Start-up. Flexible working hours. High growth for performers. ACADEMIC QUALIFICATIONS BBA/MBA/ B.COM/M.COM REMUNERATION, LOCATION, AND BENEFITS Location: Noida
Noida
INR Not disclosed
Work from Office
Internship
Role & responsibilities Strong data management skills, particularly in MS Office, MIS Knowledge of Mutual Funds will be added an advantage Preferred candidate profile B.com/M.com equivalent qualification https://www.nivesh .com
Noida, Uttar Pradesh, India
Not disclosed
On-site
Full Time
Key Responsibilities Provide operational support to channel partners to ensure seamless transaction processing Monitor the execution of partner transactions end to end, ensuring accuracy and compliance with internal protocols Act as the first point of contact for partner queries, ensuring prompt and accurate resolution Collaborate with internal departments such as operations, IT, and product to coordinate smooth processing and issue resolution Engage regularly with channel partners to maintain a consistent and active business relationship Drive partner activation and ensure achievement of the minimum business target as defined Identify and capitalize on opportunities to increase transaction volumes from existing partners Provide partners with ongoing updates, training, and support to enhance their performance and engagement Track partner performance metrics and proactively address underperformance or inactivity About Company: Nivesh.com is an award-winning digital-first platform that enables independent financial advisors (IFAs) and other mutual funds distributors to 'Go Digital' with state-of-the-art technology. Nivesh.com has been included in WEALTHTECH100 2020, a list of the 100 most innovative fintech startups globally. It was also the winner of -Startup Superhero Hunt 2018- organized by Entrepreneur magazine in January 2018. Nivesh.com is solving the problem of under-penetration by enabling financial advisors to reach out and engage with a growing population in need of long-term financial solutions. Our approach is to provide cutting-edge technology-enabled solutions to financial advisors that will enable them to smoothly service their clients, sell the right kind of products, and rapidly scale their business. The mutual fund industry is expected to grow to USD 1.5 trillion dollars (Rs.100 trillion) in the next 7-8 years, with the next wave of growth coming from beyond the big cities. Show more Show less
Noida
INR 1.25 - 4.0 Lacs P.A.
Work from Office
Full Time
Job Outline: 1. Partner Support: Provide operational support to channel partners to ensure seamless transaction processing. Monitor the execution of partner transactions end-to-end, ensuring accuracy and compliance with internal protocols. 2. Sales & Partner Engagement: Regularly engage with channel partners to maintain a consistent and active business relationship. Drive partner activation and ensure achievement of the minimum business target as defined. Identify and capitalize on opportunities to increase transaction volumes from existing partners. Provide partners with ongoing updates, training, and support to enhance their performance and engagement. Preferred candidate profile Qualifications & Skills: Bachelors degree in Business, Marketing, or a related field (preferred) 0-1 years of experience in partner management, sales support, or operations Strong interpersonal and communication skills Ability to handle multiple tasks and resolve issues in a time-sensitive environment Having certification in NISM - Series V-A is mandatory
Noida
INR 1.5 - 3.5 Lacs P.A.
Work from Office
Full Time
PRIMARY ROLE AND RESPONSIBILITIES • Channel Partner lead conversion, on-boarding and training • Act as Central RM for the Channel Partners and ensure seamless support and engagement • Engage the Channel Partners and drive regular business from them. • Explaining the transaction process of financial products to Channel Partners & helping them in the transaction, may require form filling as well • process. • Co-ordinating with internal and external stakeholders for query resolutions. REQUIRED SKILLS Bachelor's/Master's degree or any other equivalent qualifications, NISM V-A certification will be an added advantage. Should know about financial products, particularly Mutual Funds and fixed-income products.
Noida, Uttar Pradesh, IN
INR 3.0 - 3.0 Lacs P.A.
On-site
Full Time
About the job: Key responsibilities: 1. Provide operational support to channel partners to ensure seamless transaction processing 2. Monitor the execution of partner transactions end to end, ensuring accuracy and compliance with internal protocols 3. Act as the first point of contact for partner queries, ensuring prompt and accurate resolution 4. Collaborate with internal departments such as operations, IT, and product to coordinate smooth processing and issue resolution 5. Engage regularly with channel partners to maintain a consistent and active business relationship 6. Drive partner activation and ensure achievement of the minimum business target as defined 7. Identify and capitalize on opportunities to increase transaction volumes from existing partners 8. Provide partners with ongoing updates, training, and support to enhance their performance and engagement 9. Track partner performance metrics and proactively address underperformance or inactivity Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 3,00,000 /year Experience: 1 year(s) Deadline: 2025-06-22 23:59:59 Skills required: Client Relationship Management (CRM), Business Development and Sales Other Requirements: 1. Bachelor’s degree in business, marketing, or a related field (preferred) 2. 0-1 years of experience in partner management, sales support, or operations 3. Strong interpersonal and communication skills 4. Ability to handle multiple tasks and resolve issues in a time-sensitive environment 5. Having certification in NISM - Series V-A is mandatory About Company: Nivesh.com is an award-winning digital-first platform that enables independent financial advisors (IFAs) and other mutual funds distributors to 'Go Digital' with state-of-the-art technology. Nivesh.com has been included in WEALTHTECH100 2020, a list of the 100 most innovative fintech startups globally. It was also the winner of -Startup Superhero Hunt 2018- organized by Entrepreneur magazine in January 2018. Nivesh.com is solving the problem of under-penetration by enabling financial advisors to reach out and engage with a growing population in need of long-term financial solutions. Our approach is to provide cutting-edge technology-enabled solutions to financial advisors that will enable them to smoothly service their clients, sell the right kind of products, and rapidly scale their business. The mutual fund industry is expected to grow to USD 1.5 trillion dollars (Rs.100 trillion) in the next 7-8 years, with the next wave of growth coming from beyond the big cities.
Noida, Uttar Pradesh, India
Not disclosed
On-site
Full Time
Key Responsibilities Provide operational support to channel partners to ensure seamless transaction processing Monitor the execution of partner transactions end to end, ensuring accuracy and compliance with internal protocols Act as the first point of contact for partner queries, ensuring prompt and accurate resolution Collaborate with internal departments such as operations, IT, and product to coordinate smooth processing and issue resolution Engage regularly with channel partners to maintain a consistent and active business relationship Drive partner activation and ensure achievement of the minimum business target as defined Identify and capitalize on opportunities to increase transaction volumes from existing partners Provide partners with ongoing updates, training, and support to enhance their performance and engagement Track partner performance metrics and proactively address underperformance or inactivity About Company: Nivesh.com is an award-winning digital-first platform that enables independent financial advisors (IFAs) and other mutual funds distributors to 'Go Digital' with state-of-the-art technology. Nivesh.com has been included in WEALTHTECH100 2020, a list of the 100 most innovative fintech startups globally. It was also the winner of -Startup Superhero Hunt 2018- organized by Entrepreneur magazine in January 2018. Nivesh.com is solving the problem of under-penetration by enabling financial advisors to reach out and engage with a growing population in need of long-term financial solutions. Our approach is to provide cutting-edge technology-enabled solutions to financial advisors that will enable them to smoothly service their clients, sell the right kind of products, and rapidly scale their business. The mutual fund industry is expected to grow to USD 1.5 trillion dollars (Rs.100 trillion) in the next 7-8 years, with the next wave of growth coming from beyond the big cities. Show more Show less
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Company Reviews
Sumedh Pendse
6 years ago
The website and mobile application are really good, easy to use. The website contains in detail information about mutual funds which any layman would ...
PRIYA SHIVHARE
6 years ago
Start SIP in minutes.Multiple fund options. Just enter your basic details. It's paperless, fast & easy.
Shivani Shrivastav
6 years ago
Great app and easy to use, everyone should get this to invest in the Mutual Fund..
Rohit Aggarwal
5 years ago
Nice user friendly app to make easy investment in mutual funds.
Dr HIRA JAISWAL
2 years ago
It's wonderfull working organization having a great vision
Rajesh Kumar
6 years ago
It's a very good platform to start own business..
Meenakshi Arora
6 years ago
User friendly online mutual funds platform
anupma singh
6 years ago
Amazing app easy to use.
Shivam Pandey
3 years ago
Might be they are frauds, so be aware
Ishant Batham
6 years ago
Amazing mutual fund platform
mala singh
a year ago
Office tour
Vineet Thakur
3 years ago
Hi, Mr. Thakur We’re so sorry that your experience did not match your expectations. Please help … More
motivation infinity
2 years ago
Himanshu Saxena
2 years ago
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2 years ago
Kavita Kumari
2 years ago
s s
3 years ago
Hi SS, Thank you for rating us 5 stars. We are excited to learn more about your … More
Pankaj Bansal
6 years ago
Sneha Ghag
6 years ago
Yogesh Mahadik
6 years ago
Lavina Goyal
6 years ago
Prashant Verma
6 years ago
Tushar Rastogi
6 years ago
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