Key Responsibilities of a Management Trainee The responsibilities evolve as the trainee progresses through the program. Phase 1: Foundational Learning & Immersion Shadowing: Work alongside experienced Sales Representatives and Marketing Specialists to learn the fundamentals of client interaction, product demonstrations, and campaign execution. Training: Complete intensive classroom and on-the-job training on company products/services, sales techniques, marketing principles, and CRM tools. Market Research: Assist in gathering and analyzing market data, customer feedback, and competitor intelligence. Administrative Support: Handle administrative tasks to understand the operational side of the business. Phase 2: Role Rotation & Specialization Sales Rotation: Spend time in different sales roles (e.g., inside sales, field sales, key account management) to understand various sales cycles and customer segments. Marketing Rotation: Work in teams like Digital Marketing, Brand Management, Product Marketing, or Market Research to learn how marketing strategies are developed and executed. Project Work: Lead small-scale projects, such as organizing a local marketing event, creating content for a social media campaign, or assisting in a sales pitch. Cross-Functional Exposure: Spend time in related departments like Product Development, Finance, or Customer Support to understand how they support the sales and marketing goals. Job Type: Full-time Pay: ₹12,000.00 - ₹16,000.00 per month Work Location: In person Speak with the employer +91 8511445844
Core Responsibilities of a Key Account Manager A KAM's role is multifaceted, combining sales, account management, and strategic planning. 1. Relationship Management: Primary Liaison: Serve as the main point of contact for all key account activities. Trust Building: Develop deep, trust-based relationships with key stakeholders at the client organization (e.g., C-suite executives, department heads). Client Advocacy: Act as the client's advocate within your own company, ensuring their needs and feedback are heard and addressed. 2. Strategic Account Growth: Revenue Growth: Identify and execute opportunities to expand business within the account (e.g., upselling, cross-selling new products/services). Business Planning: Collaborate with the client to create and execute joint business plans that align with their goals. Market Intelligence: Understand the client's business, industry trends, and competitive landscape to anticipate their future needs. 3. Internal Coordination: Orchestrate Resources: Act as a "quarterback" for the account, coordinating internal teams such as: Pre-sales/Consulting: For technical requirements and solutions. Customer Support: To resolve any issues quickly. Communicate: Provide regular updates to internal stakeholders on account health, risks, and opportunities. 4. Retention and Renewal: Proactive Management: Monitor the account for any signs of dissatisfaction or risk of churn. Contract Renewals: Lead the negotiation and renewal process for major contracts. Satisfaction: Ensure the client is satisfied with the products, services, and overall relationship. Job Type: Full-time Pay: ₹300,000.00 - ₹450,000.00 per year Work Location: In person
Key Responsibilities A. Recruitment & Onboarding Support Assist in posting job openings on various job boards and company career pages. Screen resumes and schedule interviews for candidates. Coordinate interview. Prepare and send offer letters and other pre-employment documentation. Manage the new hire onboarding process, including preparing welcome kits and scheduling orientation sessions. Assist in conducting background checks and verifying credentials. B. Employee Record Management Maintain and update the Human Resources Information System (HRIS) or employee database. Ensure all employee files (both physical and digital) are accurate, complete, and compliant with data privacy regulations. Process routine employee data changes (e.g., promotions, address changes, dependents). Generate and distribute routine HR reports as requested. C. Employee Relations & Administration Serve as the first point of contact for employee inquiries regarding payroll, benefits, leave policies, and company policies. Assist in managing employee leave requests and maintaining accurate leave records. Help organize and schedule employee engagement activities and training sessions. Manage the distribution of employee handbooks and other HR communications. Assist with the offboarding process for departing employees (e.g., exit interviews, final settlement processing). D. Compliance & Support Assist the HR team in ensuring compliance with labor laws and company policies. Help maintain compliance documentation and reports. Support the HR Manager with administrative tasks, such as preparing reports, scheduling meetings, and managing correspondence. Job Type: Full-time Pay: ₹20,000.00 - ₹30,000.00 per month Work Location: In person
Key Responsibilities A. Sales & Business Development Actively identify, prospect, and acquire new clients through various channels (e.g., branch walk-ins, referrals, digital leads). Understand client financial needs, risk appetite, and investment goals through detailed one-on-one consultations. Present and recommend suitable mutual fund schemes and other investment products that align with the client's profile. Achieve and exceed monthly, quarterly, and annual sales targets (AUM - Assets Under Management). B. Client Relationship Management Build and maintain strong, long-term relationships with clients, acting as their trusted financial advisor. Provide excellent post-sales service, including assisting with transactions, redemptions, and portfolio reviews. Address client queries and resolve any issues in a timely and professional manner. Proactively conduct client reviews to ensure their investment portfolio remains aligned with their goals. C. Product Knowledge & Compliance Maintain up-to-date and in-depth knowledge of all mutual fund schemes, market trends, and competitor products. Strictly adhere to all regulatory guidelines and internal compliance procedures (e.g., KYC/AML norms, SEBI guidelines). Ensure all client interactions and documentation are compliant and accurate. Participate in mandatory training and certification programs to enhance product knowledge and sales skills. D. Reporting & Administration Maintain accurate and timely records of all client interactions and sales activities in the CRM system. Prepare and submit daily, weekly, and monthly sales reports to the Sales Manager. Keep abreast of market developments and provide feedback to the product and marketing teams. Job Type: Full-time Pay: ₹15,000.00 - ₹35,000.00 per month Language: English (Preferred) Work Location: In person Speak with the employer +91 8511445844
Job description Core Responsibilities of a Key Account Manager/ Client relationship Manager A KAM's role is multifaceted, combining sales, account management, and strategic planning. 1. Relationship Management: Primary Liaison: Serve as the main point of contact for all key account activities. Trust Building: Develop deep, trust-based relationships with key stakeholders at the client organization (e.g., C-suite executives, department heads). Client Advocacy: Act as the client's advocate within your own company, ensuring their needs and feedback are heard and addressed. 2. Strategic Account Growth: Revenue Growth: Identify and execute opportunities to expand business within the account (e.g., upselling, cross-selling new products/services). Business Planning: Collaborate with the client to create and execute joint business plans that align with their goals. Market Intelligence: Understand the client's business, industry trends, and competitive landscape to anticipate their future needs. 3. Internal Coordination: Orchestrate Resources: Act as a "quarterback" for the account, coordinating internal teams such as: Pre-sales/Consulting: For technical requirements and solutions. Customer Support: To resolve any issues quickly. Communicate: Provide regular updates to internal stakeholders on account health, risks, and opportunities. 4. Retention and Renewal: Proactive Management: Monitor the account for any signs of dissatisfaction or risk of churn. Contract Renewals: Lead the negotiation and renewal process for major contracts. Satisfaction: Ensure the client is satisfied with the products, services, and overall relationship. Job Type: Full-time Work Location: Panjarapole Interview Location : Ambawadi Job Type: Full-time Pay: ₹15,000.00 - ₹30,000.00 per month Work Location: In person
6. Key Responsibilities A. Financial Planning & Advisory Conduct comprehensive financial needs analysis for clients, covering goals like retirement, education, and wealth preservation. Develop and present tailored investment strategies and portfolio recommendations, primarily focused on mutual funds and other suitable investment products. Prepare and explain complex financial plans, including risk assessments, asset allocation models, and projected returns. Act as a trusted partner, guiding clients through market volatility and life events. B. Client Relationship Management Cultivate and manage long-term, high-trust relationships with a defined portfolio of high-net-worth clients. Provide ongoing portfolio reviews and proactive communication to ensure alignment with clients' evolving goals. Address client queries, resolve concerns, and ensure a seamless client experience at all touchpoints. Identify opportunities for cross-selling and deepening relationships within the client base. C. Investment Expertise & Market Analysis Maintain a deep and current understanding of the mutual fund industry, market trends, economic indicators, and regulatory changes. Analyze fund performance, manager styles, and portfolio construction to make informed recommendations. Continuously research and evaluate new investment opportunities and products for client suitability. Provide market insights and commentary to clients in a clear, actionable manner. D. Compliance & Ethics Adhere strictly to all regulatory guidelines (SEBI, AMFI) and the company's code of conduct. Ensure all advice given and documentation provided is compliant, accurate, and transparent. Maintain the highest ethical standards and act in the client's best interest at all times. Complete all mandatory compliance training and certifications. E. Business Development & Reporting Contribute to the growth of the wealth management practice by identifying and developing new client opportunities. Maintain accurate and detailed client records and transaction history in the CRM system. Prepare and submit regular business reports and performance metrics to senior management. 7. Required Qualifications & Experience Education: Bachelor’s degree in Finance, Economics, Business, or a related field. (Required) NISM Series V-A: Mutual Fund Distributors certification is mandatory. NISM Series VI: Mutual Fund Distributors (Advisors) certification is highly desirable. Additional certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a significant advantage. Job Type: Full-time Pay: ₹12,000.00 - ₹35,000.00 per month Work Location: In person Speak with the employer +91 8511445844
6. Key Responsibilities A. Financial Planning & Advisory Conduct comprehensive financial needs analysis for clients, covering goals like retirement, education, and wealth preservation. Develop and present tailored investment strategies and portfolio recommendations, primarily focused on mutual funds and other suitable investment products. Prepare and explain complex financial plans, including risk assessments, asset allocation models, and projected returns. Act as a trusted partner, guiding clients through market volatility and life events. B. Client Relationship Management Cultivate and manage long-term, high-trust relationships with a defined portfolio of high-net-worth clients. Provide ongoing portfolio reviews and proactive communication to ensure alignment with clients' evolving goals. Address client queries, resolve concerns, and ensure a seamless client experience at all touchpoints. Identify opportunities for cross-selling and deepening relationships within the client base. C. Investment Expertise & Market Analysis Maintain a deep and current understanding of the mutual fund industry, market trends, economic indicators, and regulatory changes. Analyze fund performance, manager styles, and portfolio construction to make informed recommendations. Continuously research and evaluate new investment opportunities and products for client suitability. Provide market insights and commentary to clients in a clear, actionable manner. D. Compliance & Ethics Adhere strictly to all regulatory guidelines (SEBI, AMFI) and the company's code of conduct. Ensure all advice given and documentation provided is compliant, accurate, and transparent. Maintain the highest ethical standards and act in the client's best interest at all times. Complete all mandatory compliance training and certifications. E. Business Development & Reporting Contribute to the growth of the wealth management practice by identifying and developing new client opportunities. Maintain accurate and detailed client records and transaction history in the CRM system. Prepare and submit regular business reports and performance metrics to senior management. 7. Required Qualifications & Experience Education: Bachelor’s degree in Finance, Economics, Business, or a related field. (Required) NISM Series V-A: Mutual Fund Distributors certification is mandatory. NISM Series VI: Mutual Fund Distributors (Advisors) certification is highly desirable. Additional certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a significant advantage. Job Type: Full-time Pay: ₹12,000.00 - ₹35,000.00 per month Work Location: In person Speak with the employer +91 8511445844
A. Reception & Front Desk Management Greet all visitors warmly and professionally, announce their arrival, and direct them to the appropriate person or department. Answer, screen, and route incoming phone calls in a courteous and efficient manner. Manage the visitor log and ensure all guests sign in and out. Maintain a clean, professional, and welcoming reception area at all times. Job Type: Full-time Pay: ₹15,000.00 - ₹25,000.00 per month Language: English (Preferred) Work Location: In person
Sales & Business Development Actively identify, prospect, and acquire new clients through various channels (e.g., branch walk-ins, referrals, digital leads). Understand client financial needs, risk appetite, and investment goals through detailed one-on-one consultations. Present and recommend suitable mutual fund schemes and other investment products that align with the client's profile. Achieve and exceed monthly, quarterly, and annual sales targets (AUM - Assets Under Management). Job Type: Full-time Pay: ₹15,000.00 - ₹35,000.00 per month Work Location: In person
A. Reception & Front Desk Management Greet all visitors warmly and professionally, announce their arrival, and direct them to the appropriate person or department. Answer, screen, and route incoming phone calls in a courteous and efficient manner. Manage the visitor log and ensure all guests sign in and out. Maintain a clean, professional, and welcoming reception area at all times. Job Type: Full-time Pay: ₹15,000.00 - ₹25,000.00 per month Language: English (Preferred) Work Location: In person
Sales & Business Development Actively identify, prospect, and acquire new clients through various channels (e.g., branch walk-ins, referrals, digital leads). Understand client financial needs, risk appetite, and investment goals through detailed one-on-one consultations. Present and recommend suitable mutual fund schemes and other investment products that align with the client's profile. Achieve and exceed monthly, quarterly, and annual sales targets (AUM - Assets Under Management). Job Type: Full-time Pay: ₹15,000.00 - ₹35,000.00 per month Work Location: In person
Key Responsibilities1. Sales Strategy & Execution Develop and implement sales strategies to achieve revenue targets for mutual funds (equity, debt, hybrid, ETFs). Identify new business opportunities (HNI, retail, institutional clients). Monitor market trends and competitor activities to refine sales tactics. 2. Team Leadership & Development Lead, mentor, and motivate a team of mutual fund advisors/sales executives . Conduct regular training sessions on product updates, sales techniques, and compliance. Set individual/team KPIs and track performance through CRM tools. 3. Client Relationship Management Build and maintain strong relationships with key clients, distributors, and channel partners. Address client queries, resolve complaints, and ensure high satisfaction levels. Conduct client meetings, presentations, and portfolio reviews. 4. Compliance & Reporting Ensure all sales activities adhere to AMFI, SEBI, and internal compliance guidelines. Maintain accurate records of client interactions, transactions, and sales reports. Prepare and submit sales forecasts, performance reports, and market feedback to senior management. 5. Market Expansion & Brand Building Represent the company at industry events, investor meets, and conferences. Collaborate with marketing teams to run promotional campaigns (e.g., NFO launches, SIP drives). Strengthen the company’s brand as a trusted mutual fund distributor. Job Types: Full-time, Permanent Pay: ₹30,000.00 - ₹60,000.00 per month Work Location: In person
Company Description Vanshi Wealth Pvt. Ltd. is dedicated to simplifying investments for individuals and families, with a strong focus on mutual fund investments and systematic investment planning (SIP). We believe that wealth creation should be accessible and understandable for everyone. By understanding our clients' goals, we build personalized strategies that match their risk appetite, timeline, and aspirations. As an AMFI-registered mutual fund distributor, we ensure transparency, compliance, and a focus on our clients' best interests, helping them navigate every stage of their financial journey. For more information, visit www.vanshiwealth.com. Role Description This is a full-time on-site role for a Financial Advisor located in India. The Financial Advisor will be responsible for providing financial advice, conducting market research, developing financial plans, and managing client portfolios. They will work closely with clients to understand their financial goals and risk tolerance, and provide recommendations on investment strategies, mutual funds, and SIPs. The role involves regular client meetings, portfolio reviews, and ongoing financial planning support. Qualifications Strong knowledge of financial planning, investment strategies, and market trends Experience in client relationship management and providing personalized financial advice Excellent research and analytical skills Proficiency in using financial planning software and tools Outstanding communication and interpersonal skills AMFI/NISM certification or equivalent qualifications Bachelor's degree in Finance, Economics, Business, or related field Previous experience in financial advisory or wealth management roles is a plus