Sales Achievement Attain Gross Sales and Net Sales targets for AIF products within the designated geographic territory. Client & Relationship Management Provide comprehensive support for the acquisition and servicing of HNI/UHNI clients via direct channels. Foster strong, ongoing relationships with clients to drive product adoption and increase sales. Event & Campaign Execution Plan, organize, and execute client engagement events aimed at increasing awareness and driving sales of Alternate Products. Market Development Travel within the assigned region as necessary to generate new business opportunities and provide on-the-ground support for AIF sales. Process Adherence & Reporting Adhere to established sales processes and maintain accurate, timely reporting on all business activities and outcomes. Market Intelligence Utilize internal and external data sources to gain strategic insights and focus efforts on business development. Stay up-to-date with market trends and developments in AIF products to effectively communicate the fund house's views and product positioning. Internal Coordination Collaborate closely with internal teams, including sales support and investor services, to ensure timely and high-quality responses to client requirements . • Compliance & Communication Ensure all communication from the sales team is factually correct, aligns with internal procedures, and complies with regulatory requirements. Job Type: Full-time Pay: ₹25,000.00 - ₹35,000.00 per month Benefits: Health insurance Provident Fund Work Location: In person
Generate Leads: Actively identify and pursue new client opportunities to expand our mutual funds distribution business • Build Personal Touch: Build and maintain strong relationships with clients through regular communication, understanding their investment needs, and providing tailored advice Client Relationship Management: Monitor and manage clients' investment portfolios, ensuring they align with their financial goals and risk tolerance Wealth Management: Offer comprehensive wealth management services across various asset classes, including mutual funds, equities, bonds, and more Market Awareness: Stay up-to-date with financial news and market trends to provide informed advice and insights to clients Communication Skills: Utilize exceptional verbal and written communication skills to explain complex financial concepts in a simple and understandable manner Job Type: Full-time Pay: ₹25,000.00 - ₹35,000.00 per month Benefits: Health insurance Provident Fund Language: English (Preferred) Work Location: In person
Daily Pick up drop Home to office and office to home. Job Types: Full-time, Permanent Pay: ₹15,000.00 - ₹22,000.00 per month Work Location: In person
Role: Equity Research Intern Location: Pune Internship Duration: 3 Months Stipend: ₹10,000 per month About Us Founded in 2007, Pune E-Stock Broking Ltd. is a corporate broking house with a strong research division committed to helping clients achieve their investment goals. We leverage advanced technology, in-depth market research, and robust analytical systems to deliver high-quality insights and services. Responsibilities Work closely with sector analysts to conduct fundamental equity research, primarily focused on the Indian equity market. Track macroeconomic trends, industry dynamics, and regulatory developments to identify investment opportunities and risks. Build and maintain financial models and perform valuation analysis (optional). Attend corporate meetings, perform channel checks, and participate in industry or investor events. Contribute to research reports and investment ideas through written and verbal communication. Collaborate with team members on regular and ad-hoc research projects. Assist in preparing monthly and weekly newsletters. Preferred Skills Strong analytical abilities; financial modelling and valuation skills are an added advantage. • Excellent written and verbal communication skills. High sense of responsibility, integrity, and self-motivation with strong intellectual curiosity. Ability to work in a fast-paced environment and manage multiple priorities. Proficiency in MS Office tools. Application Process Interested candidates may send a cover email along with their résumé to the contact details below. For additional information, please feel free to reach out or visit our website. Email: [email protected] Contact: 8655894463 (HR) Website: https://www.pesb.co.in/about.php Job Types: Full-time, Fresher, Internship Contract length: 1-3 months Pay: ₹5,000.00 - ₹10,000.00 per month Ability to commute/relocate: Shukrawar Peth, Pune, Maharashtra: Reliably commute or planning to relocate before starting work (Preferred) Education: Bachelor's (Preferred) Language: English, Hindi, Marathi (Preferred) Work Location: In person
Job Title: Relationship Manager Location: Khandwa Madhya Pradesh Job Type: Full Time The Role: We are seeking a proactive and client-oriented Wealth Manager to join our dynamic team. The successful candidate will play a key role in acquiring new clients, understanding their investment needs, managing their portfolios, and maintaining long-lasting relationships. If you have a passion for financial markets, excellent communication skills, and a commitment to client service, we want to hear from you. Responsibilities: Generate Leads: Actively identify and pursue new client opportunities to expand our mutual funds distribution business Build Personal Touch: Build and maintain strong relationships with clients through regular communication, understanding their investment needs, and providing tailored advice Client Relationship Management: Monitor and manage clients' investment portfolios, ensuring they align with their financial goals and risk tolerance. Wealth Management: Offer comprehensive wealth management services across various asset classes, including mutual funds, equities, bonds, and more. Market Awareness: Stay up-to-date with financial news and market trends to provide informed advice and insights to clients. Communication Skills: Utilize exceptional verbal and written communication skills to explain complex financial concepts in a simple and understandable manner. Qualification: • MBA or Equivalent from a reputed Institute. Self-motivated with a results-driven approach. Excellent interpersonal and communication skills. 2-5 Years of Experience. Application Process: Please send a cover email to shivani@pesb.co.in with an attached resume. For more information about this position or to learn more about our company, feel free to reach out to our HR department at +918655894463. We welcome your inquiries and are happy to provide further details. Additionally, we invite you to explore our website at https://www.pesb.co.in/about.php Job Types: Full-time, Permanent, Fresher Pay: ₹350,000.00 - ₹600,000.00 per year Benefits: Provident Fund Ability to commute/relocate: Khandwa, Madhya Pradesh: Reliably commute or planning to relocate before starting work (Preferred) Education: Bachelor's (Preferred) Language: English,Hindi (Preferred) Work Location: In person
Job Title: Wealth Manager – Mutual Funds & AIF Location: Khandwa Madhya Pradesh Type: Full-Time The Role We are seeking a highly skilled and motivated Mutual Funds & AIF Specialist/Manager to join our dynamic investment team. In this role, you will be responsible for managing, analyzing, and optimizing mutual fund portfolios and alternative investment strategies (AIF). You will work closely with the investment team to support strategic decision-making, risk management, and client reporting. The ideal candidate will have a strong understanding of investment products, including mutual funds, AIFs, and other financial instruments, along with excellent communication and analytical skills. Job Responsibilities – Alternate Investment Fund (AIF) Sales 1) Portfolio Management: Oversee the management of mutual fund portfolios and AIF products to ensure alignment with client objectives and investment mandates. Analyze market trends, economic data, and financial reports to inform investment decisions. • Perform asset allocation and portfolio construction based on risk tolerance and market conditions. 2) Investment Strategy & Research: Conduct own in-depth research or can get in touch with internal research team, on alternative investments, including private equity and other alternative asset classes. Evaluate and recommend strategies for mutual funds and AIF portfolios to meet performance targets. Regularly review fund performance and recommend adjustments as needed. 3) Risk Management & Compliance: • Assess and mitigate risk exposure across portfolios, ensuring that all investments adhere to regulatory guidelines and internal risk policies. compliance with all relevant regulations such as SEBI, AIF Regulations, and other applicable standards. 4) Client & Stakeholder Communication: Communicate with clients and internal stakeholders regarding portfolio performance, market outlook, and strategic adjustments. Prepare and deliver detailed client reports, presentations, and investment recommendations. 5) Fund Performance Monitoring & Reporting: Regularly track and report on the performance of mutual fund and AIF portfolios. Provide detailed analytics on returns, risk-adjusted performance, and comparisons to benchmarks. 6) Team Collaboration & Mentoring: Work closely with other investment managers, analysts, and the client servicing team to ensure a cohesive investment approach. Mentor junior team members and assist in their professional development. Skills & Competencies: Strong understanding of mutual fund and AIF products, including their structures, regulatory frameworks, and market dynamics. Proficient in financial analysis, Excel, Bloomberg, and other investment-related tools/software. Excellent communication and interpersonal skills, with the ability to explain complex financial concepts to clients and internal teams. Strong attention to detail, analytical thinking, and decision-making abilities. Other Requirements: Knowledge of SEBI guidelines and other regulatory standards related to mutual funds and AIFs. Ability to work independently and within a team in a fast-paced environment. Strong time management skills and the ability to handle multiple tasks simultaneously. Qualification: MBA in Finance preferred. 1-3 Years of Experience. Application Process: Please send a cover email on below provided contact detail with an attached resume. We welcome your inquiries and are happy to provide further details. Additionally, we invite you to explore our website at https://www.pesb.co.in/about.php shivani@pesb.co.in – 8655894463 (HR) Job Types: Full-time, Permanent, Fresher Pay: ₹600,000.00 - ₹850,000.00 per year Benefits: Provident Fund Ability to commute/relocate: Khandwa, Madhya Pradesh: Reliably commute or planning to relocate before starting work (Preferred) Education: Bachelor's (Preferred) Language: English, Hindi (Preferred) Work Location: In person
Role: Equity Research Intern Location: Pune Internship Duration: 3 Months Stipend: ₹10,000 per month About Us Founded in 2007, Pune E-Stock Broking Ltd. is a corporate broking house with a strong research division committed to helping clients achieve their investment goals. We leverage advanced technology, in-depth market research, and robust analytical systems to deliver high-quality insights and services. Responsibilities Work closely with sector analysts to conduct fundamental equity research, primarily focused on the Indian equity market. Track macroeconomic trends, industry dynamics, and regulatory developments to identify investment opportunities and risks. Build and maintain financial models and perform valuation analysis (optional). Attend corporate meetings, perform channel checks, and participate in industry or investor events. Contribute to research reports and investment ideas through written and verbal communication. Collaborate with team members on regular and ad-hoc research projects. Assist in preparing monthly and weekly newsletters. Preferred Skills Strong analytical abilities; financial modelling and valuation skills are an added advantage. • Excellent written and verbal communication skills. High sense of responsibility, integrity, and self-motivation with strong intellectual curiosity. Ability to work in a fast-paced environment and manage multiple priorities. Proficiency in MS Office tools. Application Process Interested candidates may send a cover email along with their résumé to the contact details below. For additional information, please feel free to reach out or visit our website. Email: shivani@pesb.co.in Contact: 8655894463 (HR) Website: https://www.pesb.co.in/about.php Job Types: Full-time, Fresher, Internship Contract length: 1-3 months Pay: ₹5,000.00 - ₹10,000.00 per month Ability to commute/relocate: Shukrawar Peth, Pune, Maharashtra: Reliably commute or planning to relocate before starting work (Preferred) Education: Bachelor's (Preferred) Language: English, Hindi, Marathi (Preferred) Work Location: In person
You will be working as a Relationship Manager in Khandwa, Madhya Pradesh. As a proactive and client-oriented Wealth Manager, you will be responsible for acquiring new clients, understanding their investment needs, managing their portfolios, and maintaining long-lasting relationships. If you are passionate about financial markets, possess excellent communication skills, and are committed to client service, we are looking forward to your application. **Responsibilities:** - **Generate Leads:** Actively identify and pursue new client opportunities to expand our mutual funds distribution business. - **Build Personal Touch:** Establish and maintain strong relationships with clients through regular communication, understanding their investment needs, and providing tailored advice. - **Client Relationship Management:** Monitor and manage clients" investment portfolios to ensure alignment with their financial goals and risk tolerance. - **Wealth Management:** Provide comprehensive wealth management services across various asset classes, including mutual funds, equities, bonds, and more. - **Market Awareness:** Stay updated with financial news and market trends to offer informed advice and insights to clients. - **Communication Skills:** Utilize exceptional verbal and written communication skills to explain complex financial concepts in a simple and understandable manner. **Qualifications:** - MBA or Equivalent from a reputed Institute. - Self-motivated with a results-driven approach. - Excellent interpersonal and communication skills. - 2-5 Years of Experience. In case you wish to apply for this position, please send a cover email to shivani@pesb.co.in along with your resume. For more details about the role or to know more about our company, feel free to contact our HR department at +918655894463. You are welcome to reach out for further information. Additionally, we encourage you to visit our website at https://www.pesb.co.in/about.php. **Benefits:** - Provident Fund **Work Location:** In person (Note: Education in Bachelor's and proficiency in English and Hindi are preferred for this role.),