Role & responsibilities Managing calendars, scheduling meetings, and sending reminders. Answering phone calls, emails, and taking messages. Drafting correspondence like emails and letters. Preparing reports, presentations, and briefs. Maintaining databases and filing systems Arranging travel, including flights, accommodation, and transportation. Should be willing to travel alone with the CEO and Managing Director Organizing events and conferences. Coordinating speaking engagements Taking notes at meetings. Liaising with internal and external stakeholders. Handling confidential information discreetly. Assisting with daily time management Act as a liaison, ensuring smooth communication between team members, clients, family members, prospects, public relations Assist with household management Monitor operations and coordinate with all team members on their tasks, and schedules Involve in research or data analysis Preferred candidate profile
Role & responsibilities 1. call leads, prospects, clients, manage relationships, engage clients, update their financials 2. resolve client queries proactively, stay connected with clients 3. follow up clients for their service criterias, identify opportunities of up sell and cross sell 4. Assessing Client Situations 5. Risk profiling of clients 6. develop financial plans 7. assess the needs, wants, aspirations and goals of clients 8. advise clients on suitable strategy 9. devise investment planning for acheiving client goals Preferred candidate profile NISM are preferred
Role & responsibilities Source relevant information and data to analyze trends and performance with respect to the financial planning industry, BFSI sectors and capital markets from financial portals, competitors, social media platforms, and regulatory platforms Source relevant information and data to analyze trends and performance with respect to existing and new financial products and services Follow and get updated with the rules, regulations, circulars given RBI, SEBI, IRDA, PFRDA, Ministry of Finance, and other major Global Financial markets Regulators Implement all the regulatory compliances at the organisation related to research analyst and investment advisory Develop useful presentations, inference material for Sampadha management and its clients, so as to utilize them towards business decisions Design reports under the guidance of supervisors on different asset and sub asset classes and disseminate those reports and recommendations to clients over different medium of communication Recommend areas of priority based on indicators and pointers from research Share accurate and complete information / reports for the purposes, as directed by the supervisor Maintain complete data and documentation pertaining to the assigned tasks Ensure timely and complete reporting to the supervisor Ensure all compliances are upheld and complied at the organisation level Preferred candidate profile
Role & responsibilities Source relevant information and data to analyze trends and performance with respect to the financial planning industry, BFSI sectors and capital markets from financial portals, competitors, social media platforms, and regulatory platforms Source relevant information and data to analyze trends and performance with respect to existing and new financial products and services Follow and get updated with the rules, regulations, circulars given RBI, SEBI, IRDA, PFRDA, Ministry of Finance, and other major Global Financial markets Regulators Develop useful presentations, inference material for Sampadha management and its clients, so as to utilize them towards business decisions Develop micro news bytes, posters, presentations from clients, business associates, internal team Design reports under the guidance of supervisors on different asset and sub asset classes and disseminate those reports and recommendations to clients over different medium of communication Maintain complete data and documentation pertaining to the assigned tasks Ensure timely and complete reporting to the supervisor Ensure all compliances are upheld and complied at the organisation level Design content in Telugu i.e blogs, social media posts, audio series, video series from the material given by Supervisors Design material that aids branding, marketing and sales, as part of business development in Sampadha Introduce latest / market-ready styles and methods of content communication Recommend technology and channels that should accelerate market penetration Create Financial Content: Write articles, blog posts, and scripts on financial topics related to BFSI segment, Financial Regulatory updates, Financial services and products. Conduct Research: Research financial concepts and educational topics to produce well-informed and credible content for the audience. Collaborate with Teams: Work closely with the team to align content with organizational goals and audience needs. Preferred candidate profile
Role & responsibilities 1. call leads, prospects, clients, manage relationships, engage clients, update their financials 2. resolve client queries proactively, stay connected with clients 3. follow up clients for their service criterias, identify opportunities of up sell and cross sell 4. Assessing Client Situations 5. Source potential customers from market and initiate relationship with them Understand needs of the prospects and propose solutions as offered by Sampadha Convert the leads (prospects) to customers and onboard to Client Database of Sampadha Maintain relationship with the customers for developing further network Take ethical decisions within the scope of responsibility, to support the business growth Maintain complete data and documentation pertaining to the assigned tasks Exchange and update information for the supervisor and relevant internal members Make recommendations to management /solicit advice from management on client-study, client-preferences for making better decisions in the segment Ensure timely and complete reporting to the supervisor Preferred candidate profile NISM are preferred
Role & responsibilities Source relevant information and data to analyze trends and performance with respect to the financial planning industry, BFSI sectors and capital markets from financial portals, competitors, social media platforms, and regulatory platforms Source relevant information and data to analyze trends and performance with respect to existing and new financial products and services Follow and get updated with the rules, regulations, circulars given RBI, SEBI, IRDA, PFRDA, Ministry of Finance, and other major Global Financial markets Regulators Develop useful presentations, inference material for Sampadha management and its clients, so as to utilize them towards business decisions Develop micro news bytes, posters, presentations from clients, business associates, internal team Design reports under the guidance of supervisors on different asset and sub asset classes and disseminate those reports and recommendations to clients over different medium of communication Maintain complete data and documentation pertaining to the assigned tasks Ensure timely and complete reporting to the supervisor Ensure all compliances are upheld and complied at the organisation level Design content in Telugu i.e blogs, social media posts, audio series, video series from the material given by Supervisors Design material that aids branding, marketing and sales, as part of business development in Sampadha Introduce latest / market-ready styles and methods of content communication Recommend technology and channels that should accelerate market penetration Create Financial Content: Write articles, blog posts, and scripts on financial topics related to BFSI segment, Financial Regulatory updates, Financial services and products. Conduct Research: Research financial concepts and educational topics to produce well-informed and credible content for the audience. Collaborate with Teams: Work closely with the team to align content with organizational goals and audience needs. Preferred candidate profile