As a Sales Leader at Rurash Financials Pvt. Ltd., you will play a crucial role in driving the conversion of physical shares to demat accounts. Your responsibilities will include developing and implementing strategies to identify potential clients, generating leads through research, cold calling, and networking. You will be promoting and selling the company's demat account services to clients, emphasizing the ease and benefits of converting physical shares to demat. Achieving monthly and annual sales targets for physical to demat conversions will be a key objective. Client engagement is a pivotal aspect of this role, where you will educate clients on the advantages of holding shares in dematerialized form and guide them through the conversion process. Managing clients through the necessary documentation, procedures, and regulatory requirements for demat account opening will be essential. Addressing client queries promptly and ensuring a smooth transition from physical shares to demat accounts will be part of your daily tasks. Working closely with clients to understand their needs and providing personalized solutions will be integral to your success. To excel in this position, you should possess a Bachelor's degree in Finance, Business, Economics, or a related field. An MBA or other relevant advanced degree will be advantageous. A minimum of 4-6 years of experience in sales within the finance or securities industry is required. Proven experience in managing or driving physical to demat conversions or similar financial products is highly desirable. This role at Rurash Financials is a pure sales profile, emphasizing proactive client engagement, strategic sales leadership, and achieving conversion targets. If you are passionate about financial solutions, possess strong sales acumen, and enjoy building lasting client relationships, this opportunity is tailored for you. Join our dynamic team and be part of a leading fintech venture in India dedicated to enhancing investor wealth and creating lasting legacies.,
Company Description Rurash Financial Pvt. Ltd, a boutique investment advisory firm, provides tailored financial solutions to grow and preserve investors' wealth. We are transitioning to become a leading fin-tech venture in India. Our expertise spans wealth management and various asset categories, supported by strong relationships with partners like JM Financials and IndusInd Bank. With our service excellence, customized solutions, and accountability, we manage approximately INR 150 crore worth of assets for a diverse client base, including HNIs and Ultra HNIs. Role Description This is a full-time on-site role for a Team Leader - Bond Profile, located in Mumbai. The Team Leader will oversee and manage bond-related investment strategies, develop and maintain client relationships, and ensure the team meets performance targets. Daily tasks include conducting market research, analyzing bond markets, and providing investment recommendations. The role also involves mentoring and training team members, maintaining regulatory compliance, and collaborating with other departments to align investment strategies. Qualifications Strong knowledge in Bond Markets, Financial Instruments, and Investment Strategies Experience in Client Relationship Management and Customer Service Proficiency in Market Research, Financial Analysis, and Data Interpretation Leadership and Team Management skills Understanding of Regulatory Compliance and Financial Regulations Effective communication and interpersonal skills Bachelor's or Master's degree in Finance, Economics, Business Administration, or related field Experience in the financial services industry is a plus Its a pure sales profile Looking for candidates from mumbai location only
Company Description We are a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs. Our offerings span across equity, mutual funds, PMS, AIFs, structured products, and other wealth management instruments. We are expanding our team and looking for high-performing Wealth Managers to lead our client acquisition and relationship management efforts. Role Description Key Responsibilities Acquire and manage HNI/UHNI clients with a focus on long-term wealth creation and relationship management. Develop and maintain an AUM of INR 50 Cr and above. Provide end-to-end investment advisory services across equity, mutual funds, PMS, AIFs, NCDs, bonds, and structured products. Deep understanding of client risk profiles and ability to recommend suitable financial solutions. Achieve assigned revenue and AUM targets through effective client relationship management and cross-selling. Conduct regular portfolio reviews and rebalancing as per market dynamics. Ensure compliance with all internal processes, regulatory requirements, and documentation standards. Collaborate with internal product, research, and operations teams for seamless client servicing. Candidate Profile 5-6 years of experience in wealth management, preferably with a private bank, broking house, or AMC. Proven track record in managing and growing AUM of INR 50 Cr or more. Strong knowledge of investment products including mutual funds, PMS, AIFs, equity, and fixed income instruments. Excellent client acquisition, relationship-building, and communication skills. Certifications like NISM VA / NISM XA+XB / CFP (preferred). Bachelor&aposs or Master&aposs degree in Finance, Commerce, Economics, or a related field. What We Offer Competitive fixed compensation + performance-linked incentives. Fast-track career growth opportunities. Access to a wide bouquet of investment products and cutting-edge tech-enabled platforms. Supportive leadership and collaborative work environment ? Show more Show less
About Us We are a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs. Our offerings span across equity, mutual funds, PMS, AIFs, structured products, and other wealth management instruments. We are expanding our team and looking for high-performing Wealth Managers to lead our client acquisition and relationship management efforts. Key Responsibilities Acquire and manage HNI/UHNI clients with a focus on long-term wealth creation and relationship management. Develop and maintain an AUM of INR 50 Cr and above. Provide end-to-end investment advisory services across equity, mutual funds, PMS, AIFs, NCDs, bonds, and structured products. Deep understanding of client risk profiles and ability to recommend suitable financial solutions. Achieve assigned revenue and AUM targets through effective client relationship management and cross-selling. Conduct regular portfolio reviews and rebalancing as per market dynamics. Ensure compliance with all internal processes, regulatory requirements, and documentation standards. Collaborate with internal product, research, and operations teams for seamless client servicing. Candidate Profile 5-6 years of experience in wealth management, preferably with a private bank, broking house, or AMC. Proven track record in managing and growing AUM of INR 50 Cr or more. Strong knowledge of investment products including mutual funds, PMS, AIFs, equity, and fixed income instruments. Excellent client acquisition, relationship-building, and communication skills. Certifications like NISM VA / NISM XA+XB / CFP (preferred). Bachelor&aposs or Master&aposs degree in Finance, Commerce, Economics, or a related field. What We Offer Competitive fixed compensation + performance-linked incentives. Fast-track career growth opportunities. Access to a wide bouquet of investment products and cutting-edge tech-enabled platforms. Supportive leadership and collaborative work environment Show more Show less
Company Description We are a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs. Our offerings span across equity, mutual funds, PMS, AIFs, structured products, and other wealth management instruments. We are expanding our team and looking for high-performing Wealth Managers to lead our client acquisition and relationship management efforts. Role Description Key Responsibilities We are looking for a proactive and experienced HR professional to manage end-to-end HR operations and employee lifecycle. The role requires strong knowledge of HR processes, people management, and compliance to support organizational growth and foster a positive workplace culture. Key Responsibilities Recruitment & Onboarding Manage end-to-end recruitment process (sourcing, screening, interviewing, selection, and onboarding). Coordinate with department heads to understand manpower requirements. Conduct employee induction and ensure smooth joining formalities. Employee Engagement & Relations Develop and execute employee engagement initiatives. Act as a point of contact for employee queries and grievance handling. Promote a positive work culture aligned with company values. Performance Management Support implementation of performance appraisal systems. Track KPIs and assist managers in goal setting and reviews. HR Operations & Compliance Maintain employee records in HRMS. Handle attendance, leave, and payroll coordination. Ensure compliance with labor laws and statutory requirements (PF, ESIC, gratuity, etc.). Learning & Development Identify training needs in consultation with managers. Coordinate and track employee learning initiatives. Qualifications & Skills Bachelors / Masters degree in Human Resources, Business Administration, or related field. 36 years of experience in HR operations or generalist roles. Strong knowledge of HR policies, labor laws, and HRMS systems. Excellent communication, interpersonal, and problem-solving skills. Ability to handle confidential information with integrity. What We Offer Opportunity to work in a dynamic, growing organization. Exposure to diverse HR functions and strategic initiatives. A collaborative and supportive work environment. Show more Show less
Job Summary: The AIF Sales professional will be responsible for identifying, developing, and managing relationships with High-Net-Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs), Family Offices, and Institutional Clients to distribute Alternative Investment Fund products. The role demands a strong understanding of capital markets, alternative investment structures, and wealth management dynamics. Key Responsibilities: Distribution of AIF schemes to HNI, UHNI, and institutional investors. Develop and maintain relationships with wealth managers, investment advisors, private bankers, and distribution partners. Achieve sales and fundraising targets as per business objectives. Educate clients and partners about fund strategy, structure, risk-return profile, and performance updates. Collaborate with product, research, and operations teams to ensure seamless client onboarding and post-sales service. Conduct investor meetings, webinars, and presentations to enhance product visibility and client engagement. Track market trends, competitor products, and investor sentiment to provide business insights and feedback to management. Ensure compliance with SEBI regulations and internal policies throughout the sales process. Key Skills & Competencies: Strong knowledge of AIF products, private equity, venture capital, PMS, and structured products. Excellent relationship management and communication skills. Ability to understand complex investment strategies and articulate them clearly to clients. Strong presentation and negotiation skills. Proactive, target-oriented, and able to work independently with minimal supervision. Educational Qualification & Experience Master’s degree in finance, Business Administration, or related field. CFA / CA / CFP will be an added advantage. Desired candidate should have an experience of 3+ years of experience in sales role within the financial services industry in wealth management or AIF sales with a focus on PMS and AIF distribution. NISM certifications as per SEBI requirements (mandatory). Prior experience in fundraising from HNI/UHNI clients or working with a wealth platform is highly desirable.
As a Team Leader in the Sales & Distribution department for Loans products such as LAS, LAP, and Business loans, your role will involve managing and growing the sales of Loan Against Securities through external distributors. Your responsibilities will include building strong relationships with distributors, ensuring effective marketing and sales of Loan products, and increasing market penetration while maintaining compliance standards. **Key Responsibilities:** - **Distributor Management:** Identify, onboard, and manage relationships with external distributors, acting as the key liaison to ensure alignment and performance. - **Sales Growth:** Drive sales through external distributors by setting targets, providing sales support, and ensuring quotas are met. - **Training & Support:** Provide ongoing training, guidance, and product knowledge to distributors, resolving issues and driving performance. - **Market Expansion:** Identify new distribution channels and partnerships to increase sales, ensuring strong market coverage. - **Marketing & Promotion:** Collaborate with marketing teams to develop strategies for lead generation and increased sales. - **Client Segmentation:** Target high-net-worth individuals, businesses, and institutional clients for Loan Against Securities products. - **Compliance & Risk Management:** Ensure compliance with company policies, legal regulations, and mitigate risks associated with sales. - **Performance Tracking & Reporting:** Monitor distributor performance, sales metrics, and provide reports to improve outcomes. - **Customer Engagement:** Assist in high-value client negotiations, providing insights and support in closing deals. - **Relationship Management:** Foster long-term relationships with key distributors for ongoing business and client satisfaction. **Qualifications:** - **Education:** Bachelor's degree in business, Finance, Economics, or related field; MBA is a plus. - **Experience:** 8-10 years in financial product sales, with 3-5 years managing distribution channels. - **Skills:** Strong understanding of Loan Against Securities products, communication, negotiation, and relationship management skills. - **Certifications:** Relevant certifications in financial services or distribution are a plus. - **Language:** Fluency in English, additional languages are a plus. In addition to the above, the company values personal attributes such as strong leadership, results-driven focus, effective relationship management, self-starting initiative, client-focus, and adaptability in a competitive sales environment.,
Role Overview: The Relationship Manager – Unlisted Shares will be responsible for identifying, acquiring, and managing relationships with Ultra High Net Worth Individuals (UHNIs), family offices, wealth managers, and institutional investors for the purpose of marketing and distributing pre-IPO and unlisted equity opportunities. Key Responsibilities: Client Relationship Management: Build, maintain, and deepen relationships with HNIs, UHNIs, family offices, and wealth managers to drive sales and enhance investor satisfaction. Product Expertise: Develop an in-depth understanding of unlisted equities, including business models, valuation methodologies, liquidity timelines, and associated risks to effectively present investment opportunities. Client Servicing: Guide clients through the investment process, from onboarding to post-sale support, ensuring seamless execution and handling of queries or concerns. Sales Strategy: Create and implement sales strategies aligned with business goals to expand client base and achieve revenue targets. Market Intelligence: Continuously monitor the private market ecosystem, including upcoming IPOs, new unlisted investment opportunities, regulatory changes, and competitor offerings. Reporting & Analysis: Prepare regular reports on client engagement, deal pipeline, and sales performance. Offer actionable insights for strategic planning. Qualifications & Experience: • Bachelor's or Master’s degree in Finance, Business Administration, or related field. • Minimum 3 years of experience in financial services, preferably in private equity, unlisted equity distribution, or wealth management. • Proven track record in sourcing and closing high-value investment transactions. • Strong understanding of capital markets, pre-IPO companies, and regulatory frameworks related to unlisted securities. • Excellent communication, presentation, and interpersonal skills. Key Competencies: • Strong sales acumen and relationship-building ability • Analytical mindset with attention to detail • Self-driven with the ability to work independently • High level of integrity and professionalism