Job Title: Back Office Executive – Personal Finance Operations Location: Science City Employment Type: Full-time Job Summary: We are looking for a detail-oriented and organized **Back Office Executive** to manage and support day-to-day operational activities related to **Mutual Funds, Insurance, NPS, Bonds, and other personal finance products**. The role involves data processing, documentation, coordination with clients and service providers, and ensuring compliance with industry regulations. Key Responsibilities: * Process transactions related to **Mutual Funds (SIP, SWP, Redemption)**, insurance policies, NPS contributions, etc. * Maintain and update client records in CRM or Excel. * Coordinate with AMCs, insurance companies, and platforms like CAMS, KFintech, NSDL, etc. * Handle **nomination, transmission, KYC updates**, and form processing. * Monitor TAT (Turnaround Time) and ensure timely completion of tasks. * Reconcile statements, generate reports, and assist in audit/documentation. * Respond to basic client service queries via email or calls (non-sales). * Assist front-office team with required backend documentation and reports. * Stay updated with industry compliance (SEBI, IRDAI, PFRDA guidelines). *Required Skills & Qualifications: * Graduate in Commerce/Finance/BBA or equivalent. * 0-3 years of experience in financial back office preferred. * Proficient in MS Excel, Google Sheets, and data entry. * Knowledge of mutual fund platforms (MF Utility, BSE StarMF, NSE NMF), insurance portals, etc. is a plus. * Attention to detail and strong organizational skills. * Ability to handle confidential data responsibly. Preferred Qualities: * NISM VA or insurance certifications (can be completed after joining). * Familiarity with tools like CAMS Online, KFintech, IRDAI portals. * Willingness to learn and grow into more client-facing or analytical roles.
Company Description PROMORE FINTECH is dedicated to addressing all your financial needs, offering comprehensive investment solutions, risk mitigation, and tax planning. We specialize in estate planning, inheritance, and succession, ensuring robust financial strategies for our clients. Our expertise spans every aspect of financial management, providing tailored solutions to meet diverse financial goals. Role Description This is a full-time, on-site role based in Ahmedabad for a Human Resources Assistant. The Human Resources Assistant will handle daily HR tasks such as managing employee records, overseeing benefits administration, coordinating training sessions, and maintaining HR information systems (HRIS). Additionally, the role includes supporting HR management, assisting with recruitment processes, and responding to employee inquiries. Qualifications Proficiency in Human Resources (HR), HR Management, and HR Information Systems (HRIS) Experience in Benefits Administration and Training Strong organizational and administrative skills Excellent interpersonal and communication skills Ability to handle confidential information with discretion Bachelor's degree in Human Resources, Business Administration, or a related field Previous experience in an HR role is beneficial
Company Description Promore FinTech caters to all your financial needs with expertise in investment solutions, risk mitigation, tax planning, estate planning, inheritance, and succession. We provide comprehensive financial services aimed at helping our clients navigate complex financial landscapes. Our goal is to offer tailored financial strategies that address individual needs and objectives. Role Description This is a full-time, on-site role for a Sales Manager located in Science City, Ahmedabad. The Sales Manager will be responsible for leading the sales team, developing and implementing sales strategies, overseeing client acquisition and retention, and meeting sales targets. Additional day-to-day responsibilities include training and mentoring sales staff, analyzing sales data, and collaborating with the marketing team to drive sales initiatives. Qualifications Leadership and team management skills Sales strategy development and implementation experience Exoerience in Banking and Financial Services industry Client acquisition, retention, and relationship management skills Strong analytical skills and the ability to interpret sales data Excellent communication and interpersonal skills Experience in the financial sector and familiarity with financial products and services Ability to work on-site in Ahmedabad Masters /Bachelor's degree in Finance, Business Administration, or a related field
Company Description PROMORE FINTECH provides comprehensive financial services including investment solutions, risk mitigation, tax planning, estate planning, inheritance, and succession. We are dedicated to addressing all of our clients' financial needs with a focus on delivering tailored solutions that meet individual requirements. Role Description This is a full-time, on-site role for a Sales Manager located in Ahmedabad. The Sales Manager will be responsible for developing and executing sales strategies, managing and leading the sales team, building and maintaining client relationships, and achieving sales targets. The role includes daily tasks such as prospecting potential clients, conducting sales presentations, negotiating contracts, and monitoring market trends to identify new opportunities. Qualifications Experience in sales strategy development and execution Strong leadership and team management skills Excellent communication and negotiation skills Ability to build and maintain client relationships Analytical skills to monitor market trends and identify new opportunities Bachelor's degree in Business, Marketing, Finance, or a related field Experience in the financial services industry is a plus Knowledge of investment solutions, risk mitigation, tax planning, and estate planning
Job Description: You will be responsible for leading a team and driving sales activities in the Mutual Fund sector. Your primary focus will be on achieving sales targets, managing a team effectively, and ensuring customer satisfaction. Key Responsibilities: - Lead and mentor a team of sales professionals to achieve sales targets - Develop sales strategies and plans to drive business growth in the Mutual Fund sector - Build and maintain relationships with clients to promote Mutual Fund products - Monitor market trends and competitor activities to identify new business opportunities - Ensure compliance with regulations and company policies in all sales activities Qualifications Required: - Bachelor's degree in Business Administration or related field - Proven experience in sales management, preferably in the Mutual Fund industry - Strong leadership and team management skills - Excellent communication and interpersonal abilities - Knowledge of Mutual Fund products and market trends Note: Additional details about the company were not provided in the job description.,