Nivesh

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

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

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.

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.

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

Job Description: Business APE Achievement • Achieve monthly and quarterly APE (Annualized Premium Equivalent) targets. • Identify sales opportunities and convert them through effective partner engagement. Partner Activations • Ensure consistent onboarding and activation of new partners. • Monitor partner activity, motivate inactive partners, and improve engagement rates. • Maintain activation records and share reports with the team lead. Product Knowledge Convincing Power • Maintain a strong understanding of insurance products and offerings. • Deliver effective product pitches and resolve partner objections with confidence. • Regularly participate in product training and certification programs. Partner Servicing & Satisfaction • Serve as the first point of contact for partner queries and support. • Ensure timely resolution of issues and maintain high partner satisfaction scores. • Build strong relationships to foster loyalty and repeat business. Data Management & Inter Department Coordination • Maintain accurate data on activations, sales, and partner performance. • Coordinate with Sales Support, Operations, and Training teams for seamless execution.

Role & responsibilities Need to call Prospect Partners providing details about the company and convincing them for joining our company, providing end to end support to them. Preferred candidate profile Should be confident, quick learner, self motivated Interested people can contact Nishant Pandey - 9561781595

Job Description: We are looking for an experienced SEO & Website Specialist to manage and enhance our online presence. The ideal candidate will be responsible for optimizing our website for search engines, improving site performance, and contributing to our digital growth strategy. Key Responsibilities Perform ongoing keyword research, discovery, and optimization. • Manage on-page and off-page SEO activities to improve search engine rankings. • Optimize website content, structure, and metadata for better visibility and engagement. • Conduct SEO audits and implement technical improvements (e.g., site speed, mobile responsiveness, crawl errors). • Monitor and report on website traffic, search rankings, and other key SEO metrics using tools like Google Analytics and Search Console. • Collaborate with content creators and developers to ensure SEO best practices are followed. • Stay up-to-date with the latest SEO trends, algorithm updates, and tools. • Manage website updates and coordinate with the development team for larger changes. Requirements • 0 -1 year of hands-on SEO experience. • Solid understanding of search engine algorithms, ranking factors, and best practices. • Familiarity with AI tools like Chat GPT and optimization of content to appear effectively in these platforms. • Experience with tools such as Google Analytics, Google Search Console, SEMrush, Ahrefs, Screaming Frog, etc. • Basic understanding of HTML/CSS and CMS platforms (e.g., WordPress). • Strong analytical and problem-solving skills. • Ability to work independently and manage multiple projects. Advantage of working with us: • Working with a digital-first award-winning investment platform • An excellent working environment and ownership of the functional area • High growth opportunities for performer Location and Benefits: • Location: Noida • We promise a professional working environment with ample fun factor! • ESOPs will be granted after one year of service. ABOUT NIVESH ● Company Two Pager ● Website - https://www.nivesh.com/ ● Facebook - https://www.facebook.com/niveshapp/ ● Instagram - https://www.instagram.com/nivesh__official/ ● LinkedIn - https://www.linkedin.com/company/nivesh/

About the Role The Operations Manager - Transaction Data & Brokerage is responsible for overseeing the end-to-end process of managing transaction data and brokerage flows for distribution of financial products including mutual funds, insurance, fixed deposits, and bonds. This leadership role entails ensuring accuracy and integrity of transaction records, handling reconciliation and receipt of brokerage from product manufacturers, and managing timely, compliant disbursement of brokerage payouts to partners and sub-distributors. The person is expected to have deep domain understanding of the processes around transaction data management and revenues & payout. Key Responsibilities: Transaction Data Management • Supervise acquisition, validation, and systematic management of client investment transactions from multiple product providers (AMCs, insurers, banks, etc.). • Oversee reconciliation of transaction feeds with internal systems and resolve exceptions. • Drive automation for transaction processing, ensuring scalability and minimal manual intervention. Brokerage Rate Structure Management • Maintain database of brokerage rates and incentives to be received from Product providers. • Analyze increase / decrease in rate structures and provide inputs to the Product team. • Participate in creation a smart payout rate structure balancing profitability with market competitiveness. • Track rates being offered by competitors and generate analysis. Brokerage Receipt & Reconciliation • Lead monthly/quarterly reconciliation of brokerage/commission receipts from all manufacturers, ensuring alignment with business generated. • Analyze variances in brokerage received vs. expected and initiate corrective actions with product partners. • Escalate internally in case of delays in reconciliations. Brokerage Payout Administration • Structure and monitor brokerage payout processes according to agreed slabs/networks, including multi-tier distribution networks. • Ensure accurate calculation and compliance with TDS, GST, and other statutory deductions prior to payout. • Oversee timely disbursement of brokerage to all network partners; address disputes and resolve escalations. MIS: Analysis & Insights • Drive analysis of data and generate meaningful insights for continuous improvement. • Track revenue and margins at various levels – B2B / B2C, RM, Partner, etc and drive continuous increase in margins. Qualifications Graduate/Postgraduate in Finance, Commerce or related field. • 5+ years of experience in transaction operations, finance, or back-office roles in BFSI/financial products distribution, with exposure to mutual fund and insurance operations. • Proven track record of leading teams and process improvement projects. • Familiarity with brokerage calculation systems, advanced Excel, and MIS reporting. • Demonstrated analytical, negotiation, and stakeholder management skills. Key Skills • Transaction data management and reconciliation • Brokerage payout administration (multi-product & multi-layered networks) • Financial reporting & variance analysis • Process automation and project management • Leadership and team management • Proficiency in Excel and relevant financial software This role is ideal for professionals seeking responsibility for critical operations supporting a large financial distribution business and offers a pathway to senior leadership in operations, finance, or partner management. Advantages of Working with Nivesh • Working with a digital-first award-winning investment platform. • An excellent working environment and ownership of the functional area. • High growth opportunities for performer. Location & Benefits • Location: Noida • We promise a professional working environment with ample fun factor! • ESOPs will be granted after one year of service. More About Nivesh: ● Company Two Pager ● Website - https://www.nivesh.com/ ● Facebook - https://www.facebook.com/niveshapp/ ● Instagram - https://www.instagram.com/nivesh.com_official/ ● LinkedIn - https://www.linkedin.com/company/nivesh/

PRIMARY ROLE AND RESPONSIBILITIES ● MIS maintenance. ● Experience in Corporate Insurance including Retail and Group ● End-to-end policy issuance follow-up with Insurance companies. ● Inter-department coordination for data/MIS work. REQUIRED SKILLS ● The person should be high in energy, creative, and objective-driven. ● Good Command over written and spoken English and Hindi ● Proficient in the use of emails, MS Office, and other contemporary technologies ● Candidates with Insurance broking or B2B background would be preferred. ● Team Player ● Broker Qualified Person certificate will be preferred. ADVANTAGE OF WORKING WITH US ● Fast-paced Growing Start-up. ● Flexible working hours ● High growth for performers ACADEMIC QUALIFICATIONS ● Any Graduate

Key Responsibilities Transaction Data Management • Supervise acquisition, validation, and systematic management of client investment transactions from multiple product providers (AMCs, insurers, banks, etc.). • Oversee reconciliation of transaction feeds with internal systems and resolve exceptions. • Drive automation for transaction processing, ensuring scalability and minimal manual intervention. Brokerage Rate Structure Management • Maintain database of brokerage rates and incentives to be received from Product providers. • Analyze increase / decrease in rate structures and provide inputs to the Product team. • Participate in creation a smart payout rate structure balancing profitability with market competitiveness. • Track rates being offered by competitors and generate analysis. Brokerage Receipt & Reconciliation • Lead monthly/quarterly reconciliation of brokerage/commission receipts from all manufacturers, ensuring alignment with business generated. • Analyze variances in brokerage received vs. expected and initiate corrective actions with product partners. • Escalate internally in case of delays in reconciliations. Brokerage Payout Administration • Structure and monitor brokerage payout processes according to agreed slabs/networks, including multi-tier distribution networks. • Ensure accurate calculation and compliance with TDS, GST, and other statutory deductions prior to payout. • Oversee timely disbursement of brokerage to all network partners; address disputes and resolve escalations. MIS: Analysis & Insights • Drive analysis of data and generate meaningful insights for continuous improvement. • Track revenue and margins at various levels – B2B / B2C, RM, Partner, etc and drive continuous increase in margins. Qualifications • Graduate/Postgraduate in Finance, Commerce or related field. • 5+ years of experience in transaction operations, finance, or back-office roles in BFSI/financial products distribution, with exposure to mutual fund and insurance operations. • Proven track record of leading teams and process improvement projects. • Familiarity with brokerage calculation systems, advanced Excel, and MIS reporting. • Demonstrated analytical, negotiation, and stakeholder management skills. Key Skills • Transaction data management and reconciliation • Brokerage payout administration (multi-product & multi-layered networks) • Financial reporting & variance analysis • Process automation and project management • Leadership and team management • Proficiency in Excel and relevant financial software This role is ideal for professionals seeking responsibility for critical operations supporting a large financial distribution business and offers a pathway to senior leadership in operations, finance, or partner management. Advantages of Working with Nivesh • Working with a digital-first award-winning investment platform. • An excellent working environment and ownership of the functional area. • High growth opportunities for performer. Location & Benefits • Location: Noida • We promise a professional working environment with ample fun factor! • ESOPs will be granted after one year of service. More About Nivesh: ● Company Two Pager ● Website - https://www.nivesh.com/ ● Facebook - https://www.facebook.com/niveshapp/ ● Instagram - https://www.instagram.com/nivesh.com_official/ ● LinkedIn - https://www.linkedin.com/company/nivesh/

Job Description: Business APE Achievement • Achieve monthly and quarterly APE (Annualized Premium Equivalent) targets. • Identify sales opportunities and convert them through effective partner engagement. Partner Activations • Ensure consistent onboarding and activation of new partners. • Monitor partner activity, motivate inactive partners, and improve engagement rates. • Maintain activation records and share reports with the team lead. Product Knowledge & Convincing Power • Maintain a strong understanding of insurance products and offerings. • Deliver effective product pitches and resolve partner objections with confidence. • Regularly participate in product training and certification programs. Partner Servicing & Satisfaction • Serve as the first point of contact for partner queries and support. • Ensure timely resolution of issues and maintain high partner satisfaction scores. • Build strong relationships to foster loyalty and repeat business. Data Management & Inter Department Coordination • Maintain accurate data on activations, sales, and partner performance. • Coordinate with Sales Support, Operations, and Training teams for seamless execution. Qualification & Skills: Bachelor's/Master's degree qualifications preferably B.com/M.com Should understands the basics of Insurance Industry Should be well versed with MS Excel Good communication skill Candidate with BQP certification will be preferred Ability to coordinate with cross-functional teams

Role & Responsibilities: Need to Call Prospect Mutual Fund Distributors/ Insurance Advisors and convert them as our Partner by giving detailed Intro of our company and benefits they will get after joining our platform. Need to do hand holding of new onboarded partners & responsible for providing proper Application and product training to them. Need to visit Partners office whenever required for collecting any documents. Educational Qualification: Graduate in Any Stream with Good Communication Skills and should be fluent in Regional language, English & Hindi. Experience- 0-1 Years of Experience ADVANTAGE OF WORKING WITH US Working with a digital-first award-winning investment platform An excellent working environment and ownership of the functional area High growth opportunities for performer LOCATION, AND BENEFITS Location: Bangalore & Haryana We promise a professional working environment with ample fun factor! ESOPs will be granted after one year of service. Role Industry Job Type Relationship Manager-Partner Relations Financial Services / Mutual Funds / Insurance Full Time careers@nivesh.com

PRIMARY ROLE AND RESPONSIBILITIES Assist in the development, testing, and maintenance of web applications using .NET technologies (.NET Core, ASP.NET, C#). Collaborate with senior developers to design, develop, and implement new software features. Write clean, scalable, and efficient code under supervision. Participate in code reviews and contribute to team learning. Debug and resolve software bugs and issues. Learn and apply best practices in software development. REQUIRED SKILLS Technical Skills Required: Basic knowledge of C# and the .NET Framework Familiarity with HTML, CSS, JavaScript, and SQL Understanding of object-oriented programming (OOP) Exposure to ASP.NET or .NET Core (academic or personal projects) Good problem-solving and logical thinking skills

Job Description: Mutual Fund Applications & KYC form filling, Login and tracking Online transactions execution, tracking and reconciliation Manage other activities i.e. Daily business MIS, adhoc client requests Qualification & Skills: Bachelor's/Master's degree qualifications preferably B.com/M.com Should understands the basics of Mutual Fund Industry and KYC guidelines Should be well versed with MS Excel Good communication skill Candidate with any NISM certification will be preferred

PRIMARY ROLE AND RESPONSIBILITIES Manage the entire recruitment lifecycle from job posting to onboarding. Source candidates through portals like Naukri, LinkedIn, Indeed, and referrals. Screen resumes and conduct initial telephonic interviews to assess candidate suitability. Coordinate and schedule interviews with hiring managers. Maintain and update candidate databases and recruitment trackers. Ensure a positive candidate experience throughout the process. Work closely with HR and department heads to understand role requirements. Generate regular reports on hiring status and pipeline. Required Skills and Qualifications: Bachelors degree in Human Resources, Business Administration, or related field. 1–2 years of hands-on experience in recruitment (preferably in non-tech/tech roles or both). Strong knowledge of job portals, sourcing strategies, and Boolean search. Excellent communication and interpersonal skills. Ability to work in a fast-paced, dynamic environment.

Role : Financial Advisor Location : Noida (Sector 2) Working days : 5 Days Experience : 0-1 Year ABOUT NIVESH Nivesh is an award-winning digital-first platform that aims to solve the problem of low penetration of financial products like insurance and mutual funds in India. The full-stack platform provides a wide array of financial products to financial distributors and clients. Making relevant information accessible and making investing easy through a clutter-free user interface (mobile/web) are the keys to success. If you think you have what it takes, join us in this journey and grow multifold along with us. Nivesh has grown rapidly in the last 8 years of its existence and today manages approx. Rs. 2,000 crores as AUM through 10,000+ partners spread across 750 cities in India. The total team strength is about 90. The corporate office is located in Noida and has branches in Mumbai and Jaipur. The company is supported by leading investors including IAN Fund and LV Angel Fund. Key Responsibilities: The role is focused on building relationships with individual customers and distributors (Sub brokers). For this, you must have a good understanding of investment products and ability to prospect and sell the same to retail customers and HNI’s. Your aim will be to quickly build a customer base. Working closely with Team Leader, you will drive sales and grow your AUM. This opportunity calls for a relationship based sales professional, who is passionate about investment products and creating a book that will take to the next level. Access to a work with new age start-up, competitive compensation and career advancement to leadership roles in future. Activities: - To prospect, acquire and retain clients, meeting revenue numbers month on month. - To achieve budgeted targets in terms of number of clients/volume of business & assets. - To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios - To understand clients- needs & requirements and accordingly position products & services - To coordinate with product and research team for taking investment decision for the clients - To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client - To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment Requirements : Understanding of financial products, different asset classes and its risk and return (preferably sales experience in the same) ● Ability to analyses and review customers’ existing portfolios ● Excellent Communication and presentation skills ● Ability to sell and close a prospect. ABOUT NIVESH ● Company Two Pager ● Website - https://www.nivesh.com/ ● Facebook - https://www.facebook.com/niveshapp/ ● Instagram - https://www.instagram.com/nivesh.com_official/ ● LinkedIn - https://www.linkedin.com/company/nivesh/