Preferred B.com and MBA Finance candidates, freshers or experienced - MALE CANDIDATES ONLY Research on companies for Stock Analysis Financial analysis of companies Preparing research articles for clients & our blog Preparing a presentation on stocks research Creating stock analysis content for online media Job Types: Full-time, Permanent Pay: ₹18,000.00 - ₹25,000.00 per month Benefits: Cell phone reimbursement Schedule: Day shift Fixed shift Supplemental Pay: Quarterly bonus Work Location: In person
Preferred B.com and MBA Finance candidates, freshers or experienced - MALE CANDIDATES ONLY Research on companies for Stock Analysis Financial analysis of companies Preparing research articles for clients & our blog Preparing a presentation on stocks research Creating stock analysis content for online media Job Types: Full-time, Permanent Pay: ₹18,000.00 - ₹25,000.00 per month Benefits: Cell phone reimbursement Schedule: Day shift Fixed shift Supplemental Pay: Quarterly bonus Work Location: In person
Other specifications: Quick in learning new systems, Know the basics of Financial investments The Operations Executive plays a crucial role in overseeing and managing day-to-day operational activities relating to investment transactions. Managing the Mutual Fund Distributor's back-office activities, including handling documents for investment products such as mutual funds and other financial products. Making profiles of Investors Punching timely Online Transactions of Investors. Data management for the portfolios, as well as daily database maintenance. Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹30,000.00 per month Benefits: Cell phone reimbursement Paid sick time Schedule: Day shift Fixed shift Supplemental Pay: Quarterly bonus Experience: Operations: 2 years (Required) total work: 2 years (Required) Work Location: In person
Other specifications: Quick in learning new systems, Know the basics of Financial investments The Operations Executive plays a crucial role in overseeing and managing day-to-day operational activities relating to investment transactions. Managing the Mutual Fund Distributor's back-office activities, including handling documents for investment products such as mutual funds and other financial products. Making profiles of Investors Punching timely Online Transactions of Investors. Data management for the portfolios, as well as daily database maintenance. Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹30,000.00 per month Benefits: Cell phone reimbursement Paid sick time Schedule: Day shift Fixed shift Supplemental Pay: Quarterly bonus Experience: Operations: 2 years (Required) total work: 2 years (Required) Work Location: In person
Job Description of Relationship Manager - Sales Qualification: B.com/BBA at least Experience: Minimum 3 years · Experience in sales or customer service is preferred · Maintain relationships with clients and partners. · Teamwork and leadership skills · Customer-oriented mindset · Problem-solving attitude · Aim to preserve customers and renew contracts · Approach potential customers to establish relationships · Convert qualified leads into clients for investments products Job Types: Full-time, Permanent Pay: ₹25,000.00 - ₹40,000.00 per month Benefits: Cell phone reimbursement Health insurance Schedule: Day shift Fixed shift Supplemental Pay: Quarterly bonus Work Location: In person
Qualification: B.com/BBA Experience: Minimum 3 years Improving overall Team efficiency by developing better processes, better platforms for transactions and reporting, etc. Handling business operations by following systems and processes. Handling documentation for various investment products like Mutual Funds, Stocks, FDs, Bonds, PMS & various transaction platforms, overall compliances, and KYC paperwork. Client communication via phone and email and management of client’s servicing requests. Complete Back office of the Investment functions including updating and maintaining the reporting software Investwell, NGEN, etc. Coordinating with Mutual funds/PMS providers and other platform providerssuch as Mutual fund Utility (MFU) and NSE MF etc. Coordinating with various teams, ensuring customer delight by achieving timely delivery & quality service. Job Types: Full-time, Permanent Pay: ₹25,000.00 - ₹35,000.00 per month Benefits: Cell phone reimbursement Schedule: Day shift Fixed shift Supplemental Pay: Quarterly bonus Work Location: In person
Job Description of Client Support Executive Qualification: B.com/BBA At least Experience: Minimum 2 years Other specifications: Quick in learning new systems, Know the basics of Financial investments, Very good speaking skills English & Hindi The Client Support Executive is responsible for: Providing customer service and support in the mutual funds/Stocks Investments. This role involves addressing client inquiries, resolving issues, and ensuring clients have a thorough understanding of the firm’s mutual fund products and Stock services. WhatsApp client Support handling On-call discussions with clients for any update/query/information Provide services-related facts/answers to clients after discussion with the Operations team or as guided by the team head Point of contact for clients for any query regarding investment status, reports, transactions status, upcoming investments, documents requirements, etc. Patiently reverting WhatsApp communications or on calls. Job Types: Full-time, Permanent Pay: ₹18,000.00 - ₹25,000.00 per month Benefits: Cell phone reimbursement Schedule: Day shift Fixed shift Supplemental Pay: Quarterly bonus Work Location: In person
Reach out to potential clients via phone, email, or in-person meetings to explain our stock advisory services. Understand client needs, financial goals, and risk appetite to suggest appropriate plans. Convert leads into active paying customers through consultative selling. Maintain regular follow-up and client relationship management. Meet or exceed monthly and quarterly sales targets. Collaborate with research and advisory teams for timely updates and insights. Maintain accurate records of client interactions and sales activity using CRM tools. Stay updated with stock market trends, regulatory changes, and financial products. Proven experience in sales, preferably in finance, stock advisory, or related domains. Strong communication, negotiation, and interpersonal skills. Ability to understand stock market basics and explain them clearly to clients. Self-motivated with a results-driven approach. Knowledge of financial regulations and ethics. Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹30,000.00 per month Benefits: Cell phone reimbursement Schedule: Day shift Fixed shift Supplemental Pay: Performance bonus Quarterly bonus Work Location: In person
As a sales representative for our stock advisory services, your main responsibility will be to reach out to potential clients via phone, email, or in-person meetings. You will need to understand the client's needs, financial goals, and risk appetite in order to suggest appropriate plans that align with their requirements. It is crucial to maintain regular follow-up and client relationship management to ensure customer satisfaction and loyalty. Meeting or exceeding monthly and quarterly sales targets will be a key performance indicator for this role. You will collaborate closely with our research and advisory teams to provide clients with timely updates and insights. Keeping accurate records of client interactions and sales activity using CRM tools is essential for tracking progress and maintaining effective communication. To excel in this position, you should have proven experience in sales, preferably in finance, stock advisory, or related domains. Strong communication, negotiation, and interpersonal skills are crucial for building relationships and closing deals successfully. An ability to understand stock market basics and explain them clearly to clients is necessary. Being self-motivated with a results-driven approach will be beneficial in achieving your sales targets. Knowledge of financial regulations and ethics is important to ensure compliance with industry standards. This is a full-time, permanent position with benefits such as cell phone reimbursement, performance bonus, and quarterly bonus. The work schedule will be during the day with fixed shifts. The work location will be in-person, allowing for face-to-face client interactions and a collaborative team environment.,
As an Operations Executive, you will play a crucial role in overseeing and managing day-to-day operational activities related to investment transactions. Your responsibilities will include managing the back-office activities of the Mutual Fund Distributor, handling documents for various investment products such as mutual funds, and other financial products. Additionally, you will be responsible for creating profiles of investors, punching timely online transactions, and ensuring accurate data management for portfolios along with daily database maintenance. To excel in this role, you should be quick in learning new systems and possess a basic understanding of financial investments. The ideal candidate should have at least 2 years of experience in operations and a total of 2 years of work experience. The job type is full-time and permanent, with benefits including cell phone reimbursement, paid sick time, and a quarterly bonus. The work schedule for this position is a day shift with a fixed schedule. The work location will be in person, requiring your physical presence to effectively carry out the responsibilities associated with this role.,
Job Description of Client Support Executive Qualification: B.com/BBA At least Experience: Minimum 2 years Other specifications: Quick in learning new systems, Know the basics of Financial investments, Very good speaking skills English & Hindi The Client Support Executive is responsible for: Providing customer service and support in the mutual funds/Stocks Investments. This role involves addressing client inquiries, resolving issues, and ensuring clients have a thorough understanding of the firm’s mutual fund products and Stock services. WhatsApp client Support handling On-call discussions with clients for any update/query/information Provide services-related facts/answers to clients after discussion with the Operations team or as guided by the team head Point of contact for clients for any query regarding investment status, reports, transactions status, upcoming investments, documents requirements, etc. Patiently reverting WhatsApp communications or on calls. Job Types: Full-time, Permanent Pay: ₹18,000.00 - ₹25,000.00 per month Benefits: Cell phone reimbursement Work Location: In person
Qualification: Any Graduate Experience: Minimum 1 years in digital marketing industry The Digital Marketing Specialist will be responsible for developing, implementing, and managing digital marketing campaigns to increase brand awareness, drive traffic, and generate leads. You will work across multiple channels, including social media, SEO, email marketing, and paid advertising. Key Responsibilities: · Develop and execute digital marketing campaigns : Manage SEO, PPC, social media, email marketing, and other digital channels. · Create and curate content : Develop engaging, original content for blogs, social media, emails, and other platforms to increase engagement. · Monitor and analyze campaign performance : Track and analyze KPIs using tools like Google Analytics, social media insights, and other relevant metrics to ensure campaigns are meeting goals. · SEO and SEM Optimization : Implement strategies to improve organic search rankings and manage paid search campaigns. · Social media management : Plan and execute social media strategies, including content creation, scheduling posts, and engagement with followers. · Email marketing : Design and send email campaigns, track open rates, CTR, and conversions. · Collaborate with cross-functional teams : Work with design, content, and sales teams to create a unified digital marketing strategy. · Stay updated on digital trends : Keep up with industry trends and new digital tools and strategies to continually improve campaigns. Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹40,000.00 per month Benefits: Cell phone reimbursement Work Location: In person
As a Relationship Manager - Sales, your role involves maintaining relationships with clients and partners. You will be expected to have a customer-oriented mindset and possess teamwork and leadership skills. Your primary responsibilities will include approaching potential customers to establish relationships, converting qualified leads into clients for investment products, and aiming to preserve customers while renewing contracts. Key Responsibilities: - Maintain relationships with clients and partners - Approach potential customers to establish relationships - Convert qualified leads into clients for investment products - Aim to preserve customers and renew contracts Qualifications Required: - Bachelor's degree in B.com/BBA or equivalent - Minimum of 3 years of experience in sales or customer service In addition to the above, the company provides benefits such as cell phone reimbursement and health insurance. This is a full-time, permanent position that requires in-person work at the specified location.,