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Prudent Corporate

Prudent Asset Management is an accounting company based out of 5335 Far Hills Ave # 107, Dayton, Ohio, United States.

11 Job openings at Prudent Corporate
Relationship Manager- Broking Bengaluru,Delhi / NCR,Mumbai (All Areas) 1 - 6 years INR 3.0 - 5.0 Lacs P.A. Work from Office Full Time

Prudent Corporate Advisory Services Ltd is urgently hiring for the post of Relationship Manager- Broking (B2B sales) Locations : Mumbai- Kalyan Bangalore Delhi- CP Key Responsibilities: Build and maintain strong relationships with Authorized Partners (APs). Drive business growth and enhance partner revenue. Provide training, mentoring, and activation support for business partners. Ensure compliance with regulatory and procedural standards. Promote stock broking products such as Smallcase, Stock SIP, MTF, Investments & Trading. Engage, motivate, and develop business partnerships. Deliver service excellence and meet key business KPIs. Requirements: Minimum 1 year of experience in broking/financial markets. Strong communication & relationship management skills. Good knowledge of financial markets & trading. Comfortable working in a target-driven environment. Interested candidates can share their updated resume on career@prudentcorporate.com

Compliance Officer Ahmedabad 1 - 6 years INR 3.5 - 6.5 Lacs P.A. Work from Office Full Time

Prudent Corporate Advisory Services Ltd is urgently hiring for the post of Compliance Officer- Broking . Location : Ahmedabad Job Description - Dissemination of relevant circulars & notifications issued by regulators on daily basis to respective departments and to track Actionable, circulars/Notifications with respect to implementation /adherence of said circulars as a part of action point monitoring as and when applicable and to maintain MIS of the same. Do settlement of client balances (Fund/Securities) and having brief knowledge of the same. Preparation of documentation of AP registration / cancellation and having brief knowledge of AP related compliances. . Providing NEAT / CTCL terminal and maintain of MIS for the same. Submission of Weekly / Monthly / Quarterly / half yearly and Annual regulatory returns to exchange(s) and to handle day-to-day Regulatory Compliance. To Co-coordinate with the exchange(s), clients and departments for any compliance related issues. Maintain Recording data of clients transaction. Preparation of various applications / documentation as per exchange rules & regulation. . Prepare and maintain MIS. Interested candidates can share their updated resume on recruitment1@prudentcorporate.com

Administration Executive Ahmedabad 1 - 6 years INR 2.5 - 3.25 Lacs P.A. Work from Office Full Time

Prudent Corporate Advisory Services Ltd is urgently hiring for the post of Admin Executive . Location : Ahmedabad Job Responsibilities :- - Maintain Stationary, Take care for stationary requirements for HO and all branches. - Take care of visiting cards. - Travel Management - Arrange executive travel, hotel and dining arrangements as needed. - Vendor Management - Maintain strong relationships with vendors and keep price data in order to get best pricing on supplies and services. - Handle requests, feedback and queries quickly and professionally. - Maintains and Take care of housekeeping. - Develop and carry out an efficient documentation and filing system for both paper and electronic records. - Monitor, handle and keep tabs on office maintenance matters. - Arranging telecommunications facility like voice data and net support. - Ability to multitask and prioritize daily workload Looking for male candidates only. Interested candidates can share their updated resume on jobs@prudentcorporate.com

Relationship Manager Maharashtra,Rajasthan 0 - 5 years INR 3.0 - 5.0 Lacs P.A. Work from Office Full Time

Prudent Corporate Advisory Services Ltd is urgently hiring for the post of Relationship Manager- Mutual Fund. Locations : Maharashtra- Solapur, Sangli, Satara, Jalgaon, Aurangabad, Amravati Rajasthan- Udaipur, Kota, Bikaner, Ajmer Job Description: Ability To create quality network & exposure in local market. Acquisition and managing of new as well as existing financial advisors / distributors from market. Should be AMFI Passed/or need to pass during 6 months after joining. Ability to build good relationship with advisors. Ability to lead the team of advisors Ability to train and develop advisors for business. Should have zeal to learn and then guide other advisors for different financial products. Should be interested in seeing themselves as team (Advisor) managing profile from day 1. Skills: Minimum Graduation Required Good Communication Skill NISM Distributors Certification Examination passed /or need to pass during 6 months after joining Interested candidates can share their updated resume on career@prudentcorporate.com

Virtual Relationship Manager Mumbai Suburban,Mumbai (All Areas) 1 - 6 years INR 4.0 - 9.0 Lacs P.A. Work from Office Full Time

Prudent Corporate Advisory Services Ltd is urgently hiring for the post of Virtual Relationship Manager . Location : Mumbai- Andheri Key Responsibilities: Partner Engagement: Build and maintain a strong virtual relationship with the assigned partners (Mutual Fund Distributor) Business Development: Activate the partner across mutual fund products and other products Sales Support: Coordinate with various stakeholders, operations, product, etc, to resolve partner issues and ensure seamless service delivery. Reporting and CRM: Maintain accurate partner interaction records and business pipeline in CRM systems. provide weekly / Monthly reports on partner activity. Skills: Good Communication skills in English + regional languages (E.g., Hindi, Gujarati, Marathi, etc) Planning and organization skills Sales and Influencing Skills Strong Follow-up skills Qualification & Experience : Graduate/ Postgraduate in finance /marketing or related fields 1-2 years of experience in mutual fund, AMC, distribution business or financial services Prior exposure to the B2B Partner business will be an added advantage What we offer : Competitive Salary with attractive performance incentives Training and development across product, process, and skills building. Exposure to best-in-class technology platforms A Great work culture that fosters Collaboration, learning, and growth Interested candidates can share their updated resume on career@prudentcorporate.com

Virtual Relationship Manager Mumbai 1 - 2 years INR 3.0 - 7.0 Lacs P.A. Work from Office Full Time

Partner Engagement : Build and maintain a strong virtual relationship with the assigned partners (Mutual Fund Distributor) Business Development : Activate the partner across mutual fund products and other products Sales Support : Coordinate with various stakeholders, operations, product, etc, to resolve partner issues and ensure seamless service delivery- Reporting and CRM : Maintain accurate partner interaction records and business pipeline in CRM systems- provide weekly / Monthly reports on partner activity- Desired Profile: Good Communication skills in English + regional languages (E-g-, Hindi, Gujarati, Marathi, etc) Planning and organization skills Sales and Influencing Skills Strong Follow-up skills Graduate/ Postgraduate in finance /marketing or related fields 1-2 years of experience in mutual fund, AMC, distribution business or financial services Prior exposure to the B2B Partner business will be an added advantage

Cluster CRO Professional Hyderabad 2 - 3 years INR 4.0 - 8.0 Lacs P.A. Work from Office Full Time

Responsible for smooth processing of the day to day Branch Operations activities in the Cluster Monitoring of daily activities at Cluster level Providing effective customer service and handle relation for assigned branches Report complex operational and branch issues to Cluster Head and Branch Operation Head Providing training and guidance to CRO Responsible for MIS pertaining to Branch Providing effective customer service and handle relation for assigned branches Desired Profile: Minimum Graduate 2-3 years relevant experience of Operations in Service/Finance Industry in a senior role-

Operation Executive - Other Product Ahmedabad 1 - 4 years INR 4.0 - 8.0 Lacs P.A. Work from Office Full Time

Coordinate with Companies and Branches to track and update transaction status Collect and compile MIS reports from Companies or download from respective portals Import MIS into internal systems and perform daily reconciliation Process Fixed Deposit (FD) transactions on respective company portals Execute NCD (Non-Convertible Debentures) bidding on the stock exchange platforms

Digital Support Executive Ahmedabad 1 - 3 years INR 1.0 - 4.0 Lacs P.A. Work from Office Full Time

Need to reach out to fresh leads and follow ups leads, on daily basis though outbound call- Guide process through outbound call/video call/webinar- Achieve daily call targets and complete assigned tasks within specified time frames- Build and maintain strong relationships with clients through clear communication and follow-ups- Maintain accurate records of interactions and follow-up activities- Take the initiative in your work to drive results and enhance team success-

Customer Care Executive- Inbound Process Ahmedabad 0 - 5 years INR 2.0 - 3.0 Lacs P.A. Work from Office Full Time

We are looking for a Customer Care Executive to handle complaints, provide appropriate solution and alternatives within the time limits and follow up to ensure solutions Attracts potential customers by answering question & suggesting information about services Identify and assess customer s needs to achieve satisfaction & follow communication procedures, guidelines & policies Handling call and email inquiries /queries raise by the prospects & clients Accuracy, attention to detail and ability to explain complex information clearly and simply He who applies must have Product Knowledge, Quality Focus, Problem Solving, Market Knowledge, Documentation Skills, Resolving Conflict, Analyzing Information and Multi-tasking- Desired Profile: Minimum qualification required is graduate/post graduate degree in any field except engineering- The candidate should have minimum 0-5 years of experience from the Mutual Fund Industry or candidate from any other industry with an experience to handle Clients- He/she should have a right attitude- We are looking for a candidate with fluency of atleast 3 languages i-e- English, Hindi & Gujarati and an excellent Verbal & Vocal communication skill in English- Candidate should have be loyal, honest- Candidate should have a long term vision & should be decision maker-

Customer Relationship Officer Kota,Ghaziabad,Nashik 3 - 8 years INR 5.0 - 10.0 Lacs P.A. Work from Office Full Time

Handling the overall operational work- Transaction processing, Scrutiny, Uploading queries, branch petty cash, Vendor bills, Utility bills, Support staff leave, Conveyance, Attendance- Desired Profile: Should have basic knowledge of financial products like Mutual funds-

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