Key role is to handle the client’s portfolio and advise them regarding investment and trading ideas. Preparation and execution of financial planning Maintaining relationship with clients and dealing with New clients Trading on behalf of clients & Generating revenue
Key role is to handle the client’s portfolio and advise them regarding investment and trading ideas. Preparation and execution of financial planning Maintaining relationship with clients and dealing with New clients Trading on behalf of clients & Generating revenue
● 2–5 years of proven experience in UI/UX design ● Strong portfolio demonstrating user-centered design and elegant UI execution ● Proficiency in Figma, Sketch, Adobe XD, Illustrator, or equivalent tools ● Deep understanding of user psychology, responsive design, and mobile-first interfaces ● Ability to create wireframes, interactive prototypes, and pixel-perfect designs ● Familiarity with HTML/CSS basics (not mandatory but a plus) ● Experience working in agile/scrum teams is preferred Excellent communication and presentation skills
Strong understanding of digital marketing principles and best practices . Proficiency in various digital marketing tools and platforms: (e.g., Google Analytics, social media management tools, email marketing platforms). Excellent communication and copywriting skills . Analytical and problem-solving skills . Ability to work independently and as part of a team . Creativity and a passion for staying up-to-date with the latest digital marketing trends . Bachelor's degree in marketing, communications, or a related field: (preferred). Experience in a digital marketing role: (preferred).
Identify and evaluate potential sales prospects through company database. • Communicate effectively to foster relationships with new and existing customers. • Plan and execute sales strategies to achieve revenue targets. • Build a deep understanding of our products and present them effectively to clients.
JD for Business Development Executive: Identify and evaluate potential sales prospects through company database. Communicate effectively to foster relationships with new and existing customers. Plan and execute sales strategies to achieve revenue targets. Build a deep understanding of our products and present them effectively to clients.
Key Responsibilities: Contact potential clients through calls, emails, and messages. Explain company products and services (related to stock market & investment advisory). Understand customer needs and suggest suitable services or plans. Maintain follow-ups with interested clients to close sales. Achieve daily and monthly sales targets. Maintain records of client interactions and leads in CRM or Excel. Coordinate with the team for smooth client onboarding.
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Contact potential clients through calls, emails, and messages. Explain company products and services (related to stock market & investment advisory). Understand customer needs and suggest suitable services or plans. Maintain follow-ups with interested clients to close sales. Achieve daily and monthly sales targets. Maintain records of client interactions and leads in CRM or Excel. Coordinate with the team for smooth client onboarding.
Client Assistance & Communication Serve as the first point of contact for client queries via calls, emails, CRM, and app chat support. Provide clear explanations of subscription models, research call delivery, credits usage, and product features. Clarify compliance and regulatory disclaimers per SEBI and company policy. Issue Resolution & Escalation Log, track, and resolve client issues within defined timelines. Escalate unresolved or regulatory compliance-related concerns to the Compliance Officer / Grievance Cell. Ensure adherence to grievance resolution timelines outlined under SEBI regulations. Documentation & Compliance Support Maintain accurate records of all client interactions, complaints, and resolutions. Ensure all communications contain required legal disclaimers and risk warnings mandated by SEBI (no assurance of returns). Coordinate with the Compliance team for updates on regulatory changes or customer advisory clarifications. Education & Support Content Prepare FAQs, troubleshooting guides, and support materials for research clients. Assist in creating onboarding support documents and how-to tutorials for new users. Quality & Feedback Monitor client satisfaction metrics and feedback loops. Recommend improvements to support processes based on recurring issues or compliance flags.
Generate leads via calls, emails, and messages. Explain services and suggest suitable plans to clients. Follow up to close sales and achieve targets. Maintain CRM records and report activity. Coordinate with internal teams for client onboarding.
Core Responsibilities 1. Email Marketing (Ownership Model) Design, execute, and optimize automated email journeys (onboarding, drip, reactivation, churn control). Hands-on with tools like Mailchimp, Brevo (Sendinblue), MoEngage, WebEngage, Klaviyo, or equivalent. Build segmentation logic based on user behavior, lifecycle stage, and activity triggers. Ensure high deliverability (IP warming, domain reputation, spam compliance). Track open rates, CTR, conversion attribution, and continuously optimize. 2. WhatsApp Automation (Business-Critical) Implement and manage WhatsApp Business API–based automation. Create workflows for: Lead capture & qualification Subscription onboarding Transactional alerts Renewal & upsell nudges Experience with platforms like Twilio, Gupshup, Interakt, WATI, Zoko, or similar. Coordinate with tech team for API/webhook integrations. Ensure template approval, opt-in compliance, and message throttling. 3. Telegram Automation & Community Ops Build and manage Telegram bots and automation flows. Automate: Broadcasts Conditional alerts Group/channel management Familiarity with Telegram Bot API, third-party tools, or custom scripts. Ability to manage high-volume subscriber communities with minimal manual effort. 4. Automation Architecture & Integration Connect automation tools with CRM, website, payment gateways, and internal dashboards. Design logic-based workflows (IF-THIS-THEN-THAT mindset). Work closely with developers to reduce manual dependencies. Ensure scalability, reliability, and auditability. 5. Compliance & Best Practices Strong understanding of opt-in/opt-out, DLT norms, anti-spam laws, and platform policies. Ensure all communications are regulatory-safe and brand-aligned. Maintain logs, templates, and approval trails. Required Skill Set (Must-Have) 2–5 years hands-on experience in marketing automation (not interns or beginners). Proven execution in Email + WhatsApp + Telegram (all three). Strong logical thinking and workflow design capability. Comfortable working in fast-moving, founder-driven environments. Ability to start immediately and deliver within the first 7–10 days. Good-to-Have (High Advantage) Experience in fintech, trading, subscription platforms, or SaaS. Basic understanding of APIs, webhooks, JSON. Familiarity with customer lifecycle analytics. Ability to write crisp, conversion-oriented copy (even if assisted by content team). KPIs & Success Metrics Automation go-live timelines Reduction in manual communication effort Improvement in activation & renewal rates Delivery and engagement metrics across channels Compensation Market-aligned, execution-premium pay Flexible structure for high performers Growth into Automation Lead / Martech Head role possible