Responsibilities: Collaborate with cross-functional teams on product development and marketing strategies Manage client relationships through regular communication and reporting Health insurance Life insurance Sales incentives Annual bonus Performance bonus Referral bonus Gratuity Provident fund Job/soft skill training
Job Description Purpose of the Job: The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors and more focus is upon Institutional Sales. Key responsibilities: Ensure effective and smooth relationship with assigned distributors /clients in the region for growth in business. Responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors. Distribution relationship nurturing and management by continuous engagement and training and other values adds. Developing business through consultative engagement with Cluster Managers / Regional Manager & Regional Heads. Responsible for achieving Sales Targets Experience of Metro Market essential Market & industry analysis Behavioral Competencies: Sound relationship management skills. Good communicational abilities & negotiation skills. Self driven Role Specific Competencies: Should have excellent communication and presentation skills (verbal & written) Should have handled a team Formal Qualifications / Prior Work Exp: MBA or C.A with minimum 7-12 years of experience. Should have experience in institutional/ private banking / wealth management space Metro market handling experience a must Industry Type: Financial Services (Asset Management) Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: B2C and B2B Education UG: Any Graduate PG: Any Postgraduate, MBA/PGDM in Any Specialization
Job Description Purpose of the Job: The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors and more focus is upon Institutional Sales. Key responsibilities: Ensure effective and smooth relationship with assigned distributors /clients in the region for growth in business. Responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors. Distribution relationship nurturing and management by continuous engagement and training and other values adds. Developing business through consultative engagement with Cluster Managers / Regional Manager & Regional Heads. Responsible for achieving Sales Targets Experience of Metro Market essential Market & industry analysis Behavioral Competencies: Sound relationship management skills. Good communicational abilities & negotiation skills. Self driven Role Specific Competencies: Should have excellent communication and presentation skills (verbal & written) Should have handled a team Formal Qualifications / Prior Work Exp: MBA or C.A with minimum 7-12 years of experience. Should have experience in institutional/ private banking / wealth management space Metro market handling experience a must Industry Type: Financial Services (Asset Management) Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: B2C and B2B Education UG: Any Graduate PG: Any Postgraduate, MBA/PGDM in Any Specialization
Role & responsibilities Job Description Direct Marketing Channel Designation: Sr. Relationship Manager/Executive Relationship Manager Compensation/CTC Package: 2.2L to 5.5 L CTC per annum (Depends on interview & Experience) + Heavy Incentives based on sales performance + Opportunity to Travel to exciting locations Nationally and Internationally + Fast Track promotions 3 promotion cycle in a year. Roles & Responsibilities: Fix customer appointments and visit potential customers for new business. Make the customer understand about the various benefits available in the plan & check whether it meets with the customers requirements. Self-sourcing of customer leads from own natural market to sell Life Insurance products. Customer Leads when provided are to be called and fix appointments for sales visit and convert the lead to sales. Cross-sell/Up-sell products. Assuring that the business targets are met as per goal sheet given. Criteria Required: Age Limit 24 to 39 years. Education Qualification: Graduate Any stream. Experience of at least 6 months of Life Insurance sales or BFSI sales. Local resident for some time Should have natural market in that location. 2-Wheeler/4-Wheeler must. Android based smart phone. What is in it for you: Grooming and Development as a sales leader in Life Insurance industry. Developing competencies by dealing with High Profile Customers. Creating Value proposition for customers by selling them Life Insurance. High Earning potential through Incentives Defined Career Growth path. Fast track promotion on completion of yearly target in less than six months Regular Skill enhancement programs. Opportunity to Travel to exciting locations both National and International. Contact HR Drashti Gabani 8976275210
Role & responsibilities Ensure effective and smooth relationship with assigned banks in the region for growth in business. Responsible for prospecting, selling & managing sales through RMs / Sales person in banks in the region, who are responsible for mutual funds. Influence decision making at senior levels to get mind share from the banks. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products. Preferred candidate profile : Market knowledge / extensively networked. Should have an eye for detail. Should be having a pleasing & smart personality. Strong Communication skills.
JOB DESCRIPTION Position title : Area Manager / Regional Manager AIF Sales Location : Chennai - Coverage - Tamil Nadu and Kerala Department : AIF Grade: IL-3 (Chief Manager /AVP) Organizational relationships Reports to: Zonal Head - AIF / Sales Head Purpose of the Job: Building a strong relationship across distribution set up i.e. Banks / ND's & IFAs across Chennai. The position is responsible for prospecting and selling AIF & PMS products to Family offices/ Ultra High-Net-worth Individuals through direct sales efforts. Work with existing MF distribution teams to help them cross sell AIF through the Zone across channel partners. Key responsibilities: Ensure effective and smooth relationship with assigned distributors /clients in the region for growth in business. Responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors. Distribution relationship nurturing and management by continuous engagement and training and other values adds. Developing business through consultative engagement with Cluster Managers / Regional Manager & Regional Heads. Responsible for achieving Sales Targets. Experience of Metro Market essential. Market & industry analysis. Behavioral Competencies: Sound relationship management skills. Good communicational abilities & negotiation skills. Self-driven. Role Specific Competencies: Excellent communication and presentation skills (verbal & written). Team Handling. Looking for a candidate who has aspiration to grow along with the organization. Formal Qualifications / Prior Work Exp: MBA or C.A with minimum 10-15 years of experience. Experienced in institutional/ private banking / wealth management space. Metro market handling experiences a must.
JOB DESCRIPTION Position title : Area Manager / Regional Manager - AIF Sales Location : Pune & ROMG Department : AIF Grade: IL-3 (Chief Manager /AVP) Organizational relationships Reports to : Zonal Head - AIF / Sales Head Purpose of the Job: Building strong relationship across distribution set up i.e. Banks / NDs & IFAs across Pune & ROMG. The position is responsible for prospecting and selling AIF & PMS products to Family offices/ Ultra High-Net-worth Individuals through direct sales efforts. Work with existing MF distribution teams to help them cross sell AIF through the Zone across channel partners. Key responsibilities: Ensure effective and smooth relationship with assigned distributors /clients in the region for growth in business. Responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors. Distribution relationship nurturing and management by continuous engagement and training and other values adds. Developing business through consultative engagement with Cluster Managers / Regional Manager & Regional Heads. Responsible for achieving Sales Targets. Experience of Metro Market essential. Market & industry analysis. Behavioral Competencies: Sound relationship management skills. Good communicational abilities & negotiation skills. Self-driven. Role Specific Competencies: Excellent communication and presentation skills (verbal & written). Team Handling. Candidate who has aspiration to grow along with the organization. Formal Qualifications / Prior Work Exp: MBA or C.A with minimum 10-15 years of experience. Experienced in institutional/ private banking / wealth management space. Metro market handling experiences a must.
JOB DESCRIPTION Position title: Executive - Customer Service (Off Role) Location: Corporate Office, Mumbai Department : PMS & AIF Purpose of the Job: Ensure all clients investing with RPMS have a seamless experience in service. Key responsibilities: - Invoice Processing - Investor Onboarding KYC documents - Distributor relationship management - Handle all customer & Distributor queries and escalations. - CRM management - Engage with multiple internal departments to resolve issues within specified TAT - Ensuring that all queries are resolved within pre-defined TAT Decent Excel skills Behavioral Competencies: - Strong analytical and problem-solving skills - Excellent Communication skills - Good organizational and interpersonal skills, including ability to work effectively in a fast-paced dynamic business environment - High on energy, assertive and to be able to deal with multiple stakeholders Role Specific Competencies: Should have excellent communication and presentation skills (verbal & written) Formal Qualifications / Prior Work Exp: Graduate with 0-3 years of relevant work experience in similar role within BFSI Experience of handling escalations of UHNI/HNI investors in BFSI at least for 1 years will be preferred
Role & responsibilities Drive branch-level sales targets through effective direct sales strategies. Recruit, train, and manage a team of Direct Sales Executives (FLS). Monitor team performance and provide coaching for improvement. Ensure compliance with regulatory and company standards. Analyze market trends and adjust sales strategies accordingly. Maintain high levels of customer satisfaction and retention. Prepare and present performance reports to senior management. Preferred candidate profile Bachelors degree in Business, Marketing, or related field. Minimum 5 years of experience in life insurance sales, preferably with exposure to direct sales. Proven experience in team handling and achieving sales targets. Strong communication, leadership, and analytical skills.
Role - Virtual Development Manager Location - Tirupati Min Qualification - Graduation is must Work Mode - Work from Office Role Overview The Virtual Development Manager (VDM) will virtually coach and support newly recruited Agency Recruitment & Development Managers (ARDMs) during their critical onboarding period (first 120 days). The VDM plays a pivotal role in ensuring each ARDM achieves their expected sales and agent recruitment milestones by driving daily actions, accountability, and performance culture virtually. Key Skills & Competencies Strong experience in life insurance sales or sales training. Coaching & analysis skills-especially around sales processes, recruitment logic, and daily execution. Ability to drive outcomes through virtual influence and structured follow-ups. Strong communication, interpersonal, and performance tracking skills. Ability to balance empathy with accountability. Key Responsibilities A. Sales Enablement Support Guide ARDMs to build, refine, and prioritize their prospecting/ networking efforts. Coach ARDMs on product pitching, and handling objections with real-time meeting preparation. Drive referral lead generation strategies from every prospect interaction. B. Agent Recruitment Support Help ARDMs build a pipeline of prospective agents from their natural market and networking. Coach on approaching, evaluating, and on agent licensing progress. Reinforce the importance of quality agent onboarding aligned with company standards. C. Training & Capability Building Ensure completion of all mandatory training modules and assessments. Conduct daily checks on training progress and knowledge retention. Offer real-time micro-coaching on sales, recruitment, and field interactions. D. Performance Tracking & Virtual Governance Conduct structured daily calls with each ARDM as per expected sales & agent recruitment outputs. Ability to analyze and track daily inputs and outcomes through performance dashboards. Identify gaps and escalate key challenges to Branch Managers if needed. Maintain detailed logs, observations, and weekly progress summaries. KRA ARDM Sales Activation ARDM Agent Recruitment ARDM Training Adherence & Completion Daily Call Adherence ARDM Funnel Hygiene Escalation & Issue Closure Preferred candidate profile Minimum (Graduate); additional certifications in insurance or training are a plus. 4-5 years of experience in life insurance sales, training, or agency management. Prior role as an ARDM, Agency Manager, Branch Manager, or Sales Trainer preferred. Fluent in Hindi and English &Telugu is must (regional language fluency is a plus- Tamil, Kannada)
Role & responsibilities Daily Operations Management: Monitor and manage operational workflows to ensure efficiency. Administrative Support: Handle documentation, scheduling, and correspondence. Technical Support: Troubleshoot system issues and assist with hardware/software setups. Process Improvement: Identify inefficiencies and recommend solutions. Project Coordination: Assist in planning and executing operational projects. Data Management: Maintain databases, generate reports, and analyze performance metrics. Compliance: Ensure adherence to company policies and industry regulations. Cross-functional Collaboration: Work closely with teams such as IT, HR, and Finance. Preferred candidate profile Bachelors degree in Business Administration, Operations Management, or a related field. 2+ years of experience in operations or support roles. Strong problem-solving and multitasking abilities. Excellent communication and interpersonal skills. Proficiency in Microsoft Office and basic IT systems. Ability to work independently and in a team environment
Role & responsibilities Required FLS for agency channel. with good distribution network. should be local people & have good hold on customer Preferred candidate profile banking, finance, broking
JOB DESCRIPTION Reporting To : Regional Head About the Role: We are seeking driven and passionate professionals to join the Fundraising Team at Nippon Alternate Investments . The alternative investment space in India is poised for significant growth, and this role offers a unique opportunity to collaborate with investors by expanding coverage across Family Offices and Institutional clients . As part of the Fundraising team, you will be responsible for developing investor relationships, presenting differentiated investment opportunities, and contributing to the firm's asset growth across Private Credit, Venture Capital, Real Estate, and other alternative strategies. Key Responsibilities: Acquire and build strong, long-term relationships with Family Offices and Institutional clients . Present fund strategies and investment ideas to investors. Maintain deep understanding of Private Credit, Venture Capital, Real Estate, and Long-only Equity strategies. Provide market insights and on-ground intelligence on industry trends and investor sentiment. Maintain and develop strong relationships with CFOs, Treasury Heads, Startup Founders, and Family Office Heads . Work closely with the Regional Head to drive fundraising initiatives and achieve business targets. Skills & Qualifications: MBA/CA/CFA with 6-8 years of experience in fundraising, investments, or relationship management. Proven experience working with CXOs, CFOs, Promoters, and Family Offices . Strong understanding of Private Market and Alternative Investment strategies . Excellent communication, presentation, and networking skills. Demonstrated ability to acquire clients and grow AUM . Entrepreneurial mindset with a desire to grow in a dynamic, fast-paced environment . Why Join Us: Be part of one of Indias leading Alternate Investment platforms. Work directly with senior leadership and top-tier investors. Opportunity to contribute to Indias growing Private Market ecosystem. Performance-driven, collaborative work culture.
Job Description ARM Position: Associate Regional Manager Location: Chennai CTC: 18-25 LPA + variable (based on Renewal/AUM) Reporting to: Zonal Manager Span of Control: 3-4 Branch Managers (BM) across both models Role Overview The ARM is a strategic leadership role responsible for driving business growth across Model 1 (High-Value Business Sourcing) and Model 2 (Lead-Based Acquisition) within assigned cities. The ARM will manage Branch Managers, ensure adherence to channel strategy, and deliver productivity targets while maintaining compliance and persistency. Specific Responsibilities Business Planning & Execution: Drive WRP and VonB targets across branches of both models Monitor productivity per BM and ensure activation as per goal sheets Recruitment & Onboarding: Support hiring of high-performing BMs for Model 1 and Model 2 Performance Management: Review KPIs for BMs and FLS teams Implement corrective actions for underperforming branches Training & Development: Ensure BMs and FLS complete mandatory training modules Quality, Compliance & Governance: Maintain persistency standards (>90%) Ensure adherence to lead management protocols in Model 2 Market Intelligence: Track competitor initiatives and share insights with Zonal Manager Career progression through successful geographical expansion Key Performance Indicators (KPIs) WRP targets Branch productivity Activation Rate Persistency Geographical expansion of business Recruitment Quality and Retention Qualifications & Experience Graduate and above; Age 30+ Minimum 510 years in Life Insurance Sales with multi-branch management experience Strong leadership and analytical skills
Role & responsibilities: Business Planning & Execution: Drive WRP and VonB targets across branches of both models Monitor productivity per BM and ensure activation as per goal sheets Recruitment & Onboarding: Support hiring of high-performing BMs for Model 1 and Model 2 Performance Management: Review KPIs for BMs and FLS teams Implement corrective actions for underperforming branches Training & Development: Ensure BMs and FLS complete mandatory training modules Quality, Compliance & Governance: Maintain persistency standards (>90%) Ensure adherence to lead management protocols in Model 2 Market Intelligence: Track competitor initiatives and share insights with Zonal Manager Preferred candidate profile: Graduate and above; Age 30+ Minimum 510 years in Life Insurance Sales with multi-branch management experience Strong leadership and analytical skills
Job Description BM (Model 1) Position: Branch Manager Model 1 Grade: E4/E5 Location: Top 1015 Tier Cities Reporting to: ARM Span of Control: Individual Contributor (may have variable FLS/Intern/PTE reporting into the BM) Role Overview Responsible for sourcing high-value life insurance business through personal networks and industry connects. This is a strategic role focused on generating premium business without dependency on leads or team reporting. Specific Responsibilities Source high-ticket life insurance business from personal and professional networks Achieve minimum annual WRP production of ~50 lakh Focus on ULIP, Term, and high-margin products as per channel mix Build and maintain strong relationships with HNI clients and corporate partners Ensure compliance and persistency standards (13-month >90%) Provide market intelligence and competitor insights to the channel head Participate in advanced product and sales training programs Key Performance Indicators (KPIs) WRP (New Business) NOP Persistency Product Mix: Open to PAR, Non-PAR, ULIP, Term products Qualifications & Experience Graduate and above; Age 28+ Minimum 2 years in Life Insurance Sales; proven track record in high-value sourcing
Purpose of the Job: The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors , focusing more upon Institutional sales. Key responsibilities: Ensure effective and smooth relationship with assigned distributors /clients in the region for growth in business. Responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts, third-party distributors, institutional sales and handling family offices. Distribution relationship nurturing and management by continuous engagement and training and other values adds. Developing business through consultative engagement with Cluster Managers / Regional Manager & Regional Heads. Responsible for achieving Sales Targets Experience of Metro Market essential Market & industry analysis Behavioral Competencies: Sound relationship management skills. Good communicational abilities & negotiation skills. Self driven Role Specific Competencies: Should have excellent communication and presentation skills (verbal & written) Should have handled a team Formal Qualifications / Prior Work Exp: MBA or C.A with minimum 10-15 years of experience Should have experience in institutional/ private banking / wealth management space Metro market handling experience a must Industry Type: Financial Services (Asset Management) Department: Sales Employment Type: Full Time, Permanent Education UG: Any Graduate PG: Any Postgraduate, MBA/PGDM in Any Specialization