Comprehensive Financial Planning and Goals based Investment Planning Research in Mutual Fund and Insurance Products/solutions Development and Maintenance of Planning Platform Customer management Proficiency in MS-Office (Excel, Word, Power Point) & Wealth Management, Reporting and Analysis tools Financial planning for individuals/families, implementation of plan and reviews Handholding the customers on investment and insurance product solutions Continuous education through training, conferences and renewal of certifications. B.com, MBA (Finance) with CFP certification 2 years to 5 years working experience in Financial Planning and Wealth Management firms Prior research experience in Mutual Fund and Insurance products/solutions
* Sourcing candidates using various online platforms and social media. * Screening resumes and applications to find qualified candidates. * Conducting initial phone screenings and interviews. * Coordinating and scheduling interviews with hiring managers. * Maintaining candidate databases and tracking recruitment progress. * Preparing and managing recruitment documentation. * Assisting with the onboarding of new hires as required. * Building strong relationships with candidates and hiring managers. About Sama.AI (OPC) Private Limited At Sama.AI, which means Equal, we are committed to our motto of Creating Equal Opportunities'14. We are a staffing services company dedicated to being your partner in talent acquisition. For more information, visit our website at www.samaai.in
This is a sales voice process role that involves telemarketing and telesales. The primary responsibilities are communicating with customers and convincing them to make a purchase. Required Candidate Profile Candidates with a background in telesales or any sales-related field are preferred for this role. Experience in Tele sales or F2F selling via Upselling or Cross selling in industries such as Time Sharing sales, Concept selling, any education or service package selling and Space selling is considered Minimum of 1 Year Experience in Tele Calling / Tele Sales / Tele marketing Any Degree or Diploma is fine An Extrovert. Must know Either Telugu or Malayalam
We are looking for a creative and proactive Social Media Manager to manage and grow our company's presence on social media. The ideal candidate will be responsible for content creation, posting, engagement, lead generation, and strategic improvements to enhance online visibility. The candidate should be able to audit our current online presence and propose actionable strategies to improve engagement and generate leads. Manage company social media accounts (primarily Facebook, Instagram, YouTube ) including posting, engagement, and lead generation campaigns. Audit current social media presence and propose creative strategies for improvement. Design and create content using Canva (posts, stories, reels, infographics). Write compelling copy tailored for different social media platforms. Interact with followers, respond to comments/messages, and foster an active online community. Track engagement metrics and report results, along with actionable suggestions for growth. Plan and execute social media campaigns to increase brand awareness and generate leads. Stay updated with social media trends and emerging tools to keep the brand relevant. Must-Have Skills: 23 years of experience as a Social Media Executive / Manager . Hands-on experience with Canva & Meta for content creation. Proficiency in managing Meta platforms (Facebook & Instagram). Experience in lead generation via social media . Strong creativity and ability to propose innovative campaigns . Excellent communication and copywriting skills. Ability to audit current online presence and present actionable improvements.