Role & responsibilities Responsibilities Act as a point of contact for clients and distributors regarding mutual fund investments Provide investment advice based on clients financial goals and risk profiles Handle onboarding, KYC, and compliance for mutual fund clients Conduct portfolio reviews and recommend fund switches or top-ups as needed Build and manage strong relationships with IFAs, partners, and HNI clients Conduct investor awareness programs and periodic engagement activities Ensure service excellence, timely communication, and query resolution Achieve AUM growth and client acquisition targets Requirements Bachelor’s degree in Commerce, Finance, or Business (MBA/PGDM preferred) NISM Series V-A (Mutual Fund Distributors Certification) – mandatory 2–4 years of experience in mutual fund sales, relationship management, or financial services Strong knowledge of mutual fund products, NAV tracking, SIP/STP/SWP, etc. Excellent communication and interpersonal skills Ability to handle client objections, explain investment rationale clearly Familiarity with financial platforms like BSE Star MF, NSE NMF II, or CAMS

RELATIONSHIP MANAGER (Insurance and Loans) Company Summary Vanmoh Chit Funds A Growing Leader in South Indias Financial Space is headquartered in Coimbatore, Tamil Nadu, and operates actively across multiple districts. Positioning itself as a fast-growing and trusted financial organization,” Vanmoh emphasizes ethical conduct, transparent operations, and customer-first practices to build credibility in the region. Job Summary: Vanmoh Chit Funds Pvt. Ltd. is seeking a dynamic and customer-focused Relationship Manager to join our team. The candidate will be responsible for building and maintaining strong customer relationships, promoting and cross-selling insurance and loan products, and ensuring high customer satisfaction. Key Responsibilities: Develop and manage a portfolio of clients for insurance and loan products. Conduct financial needs analysis to understand customer requirements and provide appropriate solutions. Promote and sell insurance policies (life, health, and general insurance) and loan products (personal loans, business loans, etc.). Maintain regular contact with clients and provide after-sales support. Meet sales targets and ensure compliance with internal and regulatory guidelines. Coordinate with internal departments and external partners (insurance companies, NBFCs, etc.) for seamless processing. Educate customers on new financial products and services. Handle customer queries, grievances, and resolve issues in a timely manner. Maintain accurate records of customer interactions and transactions. Requirements: Bachelor’s degree in Business, Finance, or a related field (preferred). 1–3 years of experience in sales, preferably in insurance, loans, or banking sectors. Strong knowledge of loan and insurance products. Excellent communication, negotiation, and interpersonal skills. Key Competencies: Customer-centric approach & Target-driven and result-oriented Ability to work independently and as part of a team Compensation & Benefits: Performance bonuses Opportunities for career growth and development Role & responsibilities

BRANCH MANAGER (OOTY) - EXPERIENCED MALE CANDIDATE VANMOH CHIT FUNDS PRIVATE LIMITED URGENT VACANCY *Male Candidates in and around Ooty will be preferred* VANMOH CHIT FUNDS PRIVATE LIMITED: Vanmoh Chit funds, A Fast growing and trusted financial organization since September 11, 2020. We're not just about chit funds; we're a friendly guide to stress-free financial growth. Our commitment to honesty and openness makes growing your money with us a seamless experience. Job Summary: VANMOH CHIT FUNDS PRIVATE LIMITED is seeking a dynamic Branch Manager responsible for daily branch operations, financial health, and team leadership to achieve targets. Requires a strong background in financial services, leadership skills, and proven success in business development and customer relationship management within the chit fund industry. Responsibilities: Operational Management: Oversee daily operations, ensure compliance, maintain records, and implement controls. Business Development: Develop strategies to achieve targets, expand customer base, promote schemes, and analyze market trends. Customer Relationship Management: Build customer relationships, address inquiries, resolve issues, and ensure satisfaction. Team Leadership: Recruit, train, and manage staff; set goals, monitor progress, and motivate team members. Financial Management: Manage budget, monitor performance, ensure timely collections, and prepare reports. Compliance and Risk Management: Ensure compliance, implement risk strategies, and conduct audits. Qualifications: Any degree in Business Administration, Finance, or related field. 5+ years of experience in the chit fund/financial industry preferred. Proven managerial experience in financial services. Strong understanding of chit fund operations, regulations, and best practices. Excellent communication, interpersonal, and negotiation skills. Strong analytical, problem-solving, and decision-making abilities. Ability to work under pressure and meet deadlines. Proficiency in MS Office and relevant financial software. Skills: Leadership, Team Management, Sales & Marketing, Financial Management, CRM, Communication, Negotiation, Problem-solving, Decision-making, Compliance, Risk Management Preferred candidate profile

COLLECTION MANAGER ### URGENT HIRING ### VANMOH CHIT FUNDS PRIVATE LIMITED Male candidate in and around OOTY locality will be given preference Location : Door No. 327 (Shop No 7&8) First Floor, City Towers, Y.M.C.A, Wenlock Rd, Upper Bazar, Ooty, Tamil Nadu 643001 Job Type: Full time About us: VANMOH CHIT FUNDS PRIVATE LIMITED: Vanmoh Chit funds, A Fast growing and trusted financial organisation since September 11, 2020. We're not just about chit funds; we're a friendly guide to stress-free financial growth. Our commitment to honesty and openness makes growing your money with us a seamless experience. Job Summary: VANMOH CHIT FUNDS PRIVATE LIMITED is seeking a highly organized and results-oriented Collection Manager to oversee and optimize our collection processes in OOTY Collection Manager in our company will be responsible for ensuring timely and efficient collection of member contributions, managing a team of collection executives maintaining accurate records, and fostering positive relationships with our members while ensuring adherence to company policies and regulatory guidelines. Responsibilities: Collection Strategy and Execution Team Management Member Relationship Management Record Keeping and Reporting Process Improvement Target Achievement Qualifications: Minimum 5 years of Proven experience in Collection field. Good Physique male candidate aged above 32. Expertise in Customer handling and relationship management. Ability to lead a team and perform other managerial roles within the branch. Preferred Qualifications: Experience working specifically with chit fund collections. Familiarity with local customs and practices related to financial transactions.