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5.0 - 9.0 years
0 Lacs
delhi
On-site
You are a highly accomplished Branch Manager with extensive expertise in Investment Management, Stock Broking, and Mutual Funds, sought after by Anytime Invest to lead branch operations. Your role involves driving revenue growth, managing a high-performing team, and delivering exceptional client experiences while ensuring compliance with industry standards. You are a strategic thinker with a proven track record in acquiring and managing HN/UHNI, Retail, and Corporate Clients, fostering long-term relationships to achieve business objectives. In this role, you will be the face of Anytime Invest in front of clients, embodying the company's core values of client centricity and empathy. Your responsibilities include driving sales and distribution of a diverse portfolio of financial products, recruiting, training, mentoring, and retaining a team of financial professionals, increasing Revenue and AUM, and ensuring smooth day-to-day operations of the branch. You will be responsible for relationship building & management with the team and customers for the sales & services of financial products of Anytime Invest, such as Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, and Wealth Management. Additionally, you will develop new relations through referencing & other sources, help clients achieve their financial dreams, manage investment portfolios, and identify & recruit quality partners. Qualifications: - Bachelor's degree in Finance, Business Administration, or a related field (Master's/MBA preferred) - Proven experience in team handling, including recruitment, training, and retention - Strong understanding of financial products and services, with expertise in relationship management - Demonstrated success in achieving sales targets and growing AUM - Ability to multitask, manage multiple projects at once, be highly organized and follow organizational processes in a disciplined way - Strong interpersonal and communication skills. Strategic thinking with a focus on results,
Posted 15 hours ago
5.0 - 7.0 years
12 - 17 Lacs
bengaluru
Hybrid
Job description Job Summary Be a part of the offshore team supporting the analytics team of a global retailer. Develop an understanding of the clients business environment and support them in the execution of their analytics strategies for loyalty, campaign management, promotional cards business and any other dimensions for which there is a need. This will be primarily a hands-on role with freedom to weave your own design thinking, business understanding, and technology skill-sets together to build analytical solutions Responsibilities & Duties Develop deep knowledge of customer business model, business data, and provide analytical/reporting support to the business Drive discussions with different client stakeholders to arrive at necessary insights and recommendations that support the business by solving muddy business problems Develop a comprehensive understanding of customer data sets to build optimized sql programs that can pull the right data and create tables to build relevant views on dashboards Capabilities to develop & automate dashboards, data pulls, tasks schedulers and work flows through thoughtful usage of scripting (such as python)Demonstrated hunger to work on predictive analytics modeling and statistical techniques from time to time based on business requirements Participate and contribute independently in discussions / brainstorming sessions with senior stakeholders Should have excellent business maturity to create relevant presentations based on agenda, audience, asks, or business results with minimum supervision and with good story-telling approach Should have strong focus towards business growth, account mining and farming activities through innovative ideas and ability to generate quick business insights Qualifications & Skills Experience working with Power BI / Tableau Should be well versed with SQL, Python and Excel Exposure in Data science (especially R/python and Statistics)Outstanding communications and stakeholder management skills. Qualifications Graduate
Posted 1 week ago
2.0 - 6.0 years
0 Lacs
noida, uttar pradesh
On-site
Genpact is a global professional services and solutions firm dedicated to delivering outcomes that shape the future. With a workforce of over 125,000 individuals across 30+ countries, we are driven by innate curiosity, entrepreneurial agility, and a commitment to creating lasting value for our clients. Our purpose, the relentless pursuit of a world that works better for people, guides us as we serve and transform leading enterprises worldwide, including the Fortune Global 500. We leverage our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI to drive growth and success. We are currently seeking applications for the position of Management Trainee/Assistant Manager in US Sales and Use Tax compliance. In this role, you will be responsible for ensuring the timeliness and accuracy of all deliverables. You will provide guidance to your team on the correct accounting treatment and act as an escalation point when necessary. Your primary responsibilities will include: - Coordinating with the Business License and Sales Tax teams to execute Business license renewals - Tracking and adhering to US Property Tax Returns filing deadlines - Managing exemptions and exceptions for applicable states - Monitoring new store openings and closures - Reconciling assessment notices to the PTMS Property Manager - Handling PPTX accrual accounts and booking monthly accrual and adjustment entries - Managing vendor queries and maintaining related documents for US Sales Tax - Investigating and resolving open items by collaborating with different teams - Ensuring adherence to internal and external US GAAP/SOX audits Qualifications we are looking for: Minimum qualifications: - Accounting graduates with relevant experience, CA/CMA preferred - Strong written and verbal communication skills - Working experience with ERPs, particularly Oracle, is preferred - Familiarity with tools like Alteryx, AS400, PTMS, Vertex, Sovos, Bloomberg sites, and Middleware for tax rates - Previous experience with Retail Clients of similar size is preferred - Strong interpersonal skills, ability to manage complex tasks, and effective communication Preferred qualifications: - Strong accounting and analytical skills - Good understanding of accounting GAAP principles, preferably US GAAP - Ability to prioritize tasks, multitask, and drive projects to completion - Proficiency in Microsoft Excel and other applications - Experience collaborating with systems, customers, and key stakeholders - Previous experience working remotely in a US time zone is a plus This is a full-time position based in India-Noida. The ideal candidate will hold a Bachelor's degree or equivalent and should be able to demonstrate mastery in Operations. If you meet the qualifications and are ready to make an impact, we encourage you to apply.,
Posted 1 month ago
12.0 - 16.0 years
0 Lacs
indore, madhya pradesh
On-site
As a Regional Sales Manager/Head in the broking industry, you will be tasked with driving business growth and sales performance within the assigned region. Your role will require you to lead a high-performing sales team by utilizing your expertise in financial markets, client acquisition, and channel development. Your key responsibilities will include: Team Leadership & People Development: - Manage and mentor a team of Area Managers, Relationship Managers, and Sales Executives. - Set clear goals, monitor KPIs, and ensure high performance standards. - Foster a culture of ownership, accountability, and continuous improvement. Client Acquisition & Retention: - Develop strategies for acquiring retail and HNI clients. - Focus on increasing Assets Under Management (AUM) and active client base. - Ensure high client satisfaction and reduce attrition through effective relationship management. Channel Development & Management: - Onboard and activate sub-brokers, channel partners, and franchisees. - Enhance partner productivity through support, incentives, and training. - Ensure compliance with SEBI regulations and internal policies. Sales & Revenue Generation: - Achieve regional revenue targets across various financial products. - Analyze sales performance metrics and drive profitability through pricing strategies. - Collaborate with marketing and product teams for region-specific campaigns. Compliance & Risk Control: - Monitor client transactions and ensure adherence to compliance policies. - Support audits and regulatory inspections when required to mitigate operational risks. Market Strategy & Expansion: - Conduct market analysis to identify opportunities and competitive threats. - Contribute to strategic planning and represent the region in leadership meetings. Reporting & MIS: - Provide timely reports on sales performance, pipeline updates, and forecasts. - Utilize CRM tools for tracking activities, lead status, and closure ratios. - Present insights and recommendations based on regional data analysis. Qualifications: - Minimum 12 to 15 years of sales experience in the financial industry. - Strong leadership, analytical skills, and knowledge of market trends. Package: - As per industry standards. Location: - Indore For further details, please contact Satish Tiwari at 7987364734 or satisht@indiratarde.com.,
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
pune, maharashtra
On-site
You are invited to participate in the Infosys BPM:: Walk-In Drive for the position of Sales & Fulfillment - Order Management in Pune on 18th July 25. Please ensure to carry a copy of this email to the venue and register your application before the walk-in. Kindly mention your Candidate ID on top of your Resume. The interview is scheduled as follows: Interview Date: 18th July 25 Interview Time: 09:30 AM till 12:30 PM Interview Venue - PUNE: Infosys BPM Limited No. 1, Hinjewadi Rajiv Gandhi Infotech Park, Building B1, ground floor, Hinjewadi phase 1, Pune 411057 Documents to Carry: - 2 sets of updated CV (Hard Copy) - Face Mask - Identity Proof (PAN Card/Passport) Job Description: - Job Location: Pune - Qualification: Any Graduates (15 years Graduation) - Shifts: UK Shift - Experience: 2+ Years Candidates are required to bring their Pan card without fail for the assessment. Roles & Responsibilities: 1. For Order Booking/Entry: - Graduates/Post Graduates with 3-4 years of experience in Order booking for any BPO clients - Excellent communication skills - Experience in working in International BPO companies - Understanding of the end-to-end Order booking cycle - Proficiency in working with SAP environment - Handling retail clients is an added advantage - Flexibility to work in any shifts and from the office 2. For Order Generation/Orchestration Roles: - Graduates/Post Graduates with 3-4 years of experience in Order Management and International Trade - Strong communication skills - Experience in working in International BPO companies - Generating and managing Orders for a variety of retail products - Coordinating with manufacturing teams for order confirmation, production, and shipping timelines - Tracking orders, resolving delays, and discrepancies proactively - Collaborating with logistics providers for order status and delivery expectations - Knowledge of packaging, labeling terminology, and SAP - Flexibility to work in any shifts and from the office We look forward to meeting you at the Walk-In Drive. Regards, Infosys BPM Recruitment Team,
Posted 1 month ago
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