Role Overview Client Acquisition: Acquire new High Net-Worth and retail clients through targeted sales efforts and networking. Incidental advice : Giving incidental advice where- ever possible Client Relationship Management: Build and maintain strong relationships with premium clients, offering incidental portfolio advice and support. Portfolio Monitoring: Monitor and adjust client portfolios, ensuring alignment with their financial needs. Reporting: Provide regular updates and reports on client developments and sales activities. Product Research: Stay updated on market trends and ensure the financial products meet clients' needs. Candidate Profile Excellent in communicating Has Pursued or Pursuing NISM VA/ CFP/ CWM Has completed their graduation in B.F.M/B.A.F
Role Overview • Setting & monitoring sales objectives with key stakeholders in the organization. • Providing sales strategies, feedback & marketing plans. • Execution of sales strategies by lead generation, increasing market reach, and penetration through market segmentation. • Keeping up to date with the industry developments. • Ensure that leads/ appointments allocated by the Company/Manager are attended and reverted within the TAT. • Contribution in growing the revenue of the organization. • Making sure to take timely follow ups from the leads. Qualifications • Education level: - Graduation in any stream • Experience: -2-3 years' experience or a fresher who is bright and passionate about sales • can be considered. • Mumbai-based – Brokers qualified. • Specific skills: knowledge about the Insurance Industry, • MS – Office (Excel & PowerPoint), • Consummate hold on communication skills & Competent hold on technology. • Personal characteristics: - Relationship-oriented, Passionate, Inquisitiveness, Critical thinking, Good Interpersonal skills, Proactiveness, Diligence. • Educational Qualification: B.com and IRDA certified. ( or willing to get certified during tenure)
Role Overview:- As a Marketing Executive, you will work closely with the Head of Marketing to execute campaigns, coordinate events, manage content, and build digital communities. This is a hands-on role suited for someone who thrives in a fast-paced, high-performance environment and loves turning ideas into impact. Key Responsibilities:- 1. Event Marketing · Coordinate logistics for client and B2B events across cities · Manage stall branding, collaterals, giveaways, and technology setup · Ensure timely and creative execution of 5–15 min speaking slots · Track and report stall traffic, conversions, and leads 2. Webinar Execution · Assist in planning, promotion, and post-session communication · Coordinate with speakers and clients · Drive webinar attendance and engagement · Extract actionable insights and leads from Q&A and polls 3. Content & Collateral Creation · Draft and proofread content for blogs, monthly newsletter (Wealth Compass), brochures, and videos · Generate ideas and scripts for Instagram Reels and stories · Coordinate with graphic designers and editors to ensure quality outputs 4. Digital Campaigns & Community Building · Promote campaigns via WhatsApp, emailers, and landing pages · Increase engagement in the “Road to ₹100 Crore” WhatsApp community · Monitor campaign performance (CTRs, engagement, conversion) 5. Client Engagement & Offline Events · Assist in conceptualizing and executing physical client events · Ensure branding consistency and quality experiences at every touchpoint 6. Reporting & Coordination · Maintain weekly and monthly marketing trackers · Ensure timely coordination with sales, advisors, vendors, and speakers · Present campaign performance insights and suggest improvements KRAs & KPIs (Sample Metrics):- · No. of leads generated from events and webinars · Growth and engagement in WhatsApp community · Instagram content output and reach · Timeliness and quality of newsletters/blogs · Feedback scores from internal and external stakeholders 💡 Desired Skills & Qualifications · 1–3 years of experience in marketing, preferably in financial services or startups · Strong written and verbal communication skills · Excellent organizational and project management skills · Basic understanding of Canva, Excel, Instagram, Mailchimp, or similar tools · Ability to juggle multiple projects and meet deadlines · A collaborative mindset with a can-do attitude 🌟 What You’ll Get · Exposure to HNI/UHNI client marketing · Opportunity to contribute ideas and lead projects · Fast learning and visible impact · Supportive team culture and professional growth path
Job Description Job Title: B-2-B RM Reports to: Director Location: Andheri (East) Skills Required: Good Communication & interpersonal skills. Knowledge of MS-Excel, word, Power point. Should possess strong networking & relationship building skills. Should be result oriented & team player. Energetic person with excellent analytical & multitasking abilities. Duties & Responsibility: B-2-B Initiating and building distribution channel by appointing new distribution partners. Understanding and offering various financial products to channel partners Helping partners pitch risk profiling, goal planning, objective setting, asset allocation and portfolio structuring for their investors. Managing client AUM Across different financial products. Ability to sustain business relationships through prudent & meaningful Advisory and prompt delivery with regards to key deliverables. Education and Experience: Graduation in Commerce or Science, Post-Graduation in business Management/Economics, CFP/CFA an added advantage. 2 to 6 Years’ experience in channel management.
Job Description Job Title: B-2-B RM Reports to: Director Location: Andheri (East) Skills Required: Good Communication & interpersonal skills. Knowledge of MS-Excel, word, Power point. Should possess strong networking & relationship building skills. Should be result oriented & team player. Energetic person with excellent analytical & multitasking abilities. Duties & Responsibility: B-2-B Initiating and building distribution channel by appointing new distribution partners. Understanding and offering various financial products to channel partners Helping partners pitch risk profiling, goal planning, objective setting, asset allocation and portfolio structuring for their investors. Managing client AUM Across different financial products. Ability to sustain business relationships through prudent & meaningful Advisory and prompt delivery with regards to key deliverables. Education and Experience: Graduation in Commerce or Science, Post-Graduation in business Management/Economics, CFP/CFA an added advantage. 2 to 6 Years’ experience in channel management.