Job Designation: Relationship Manager Total years of experience: 1 to 3 Years Job Location: Kharadi, Pune Education Qualification: B.Com / M.Com / B.Tech / MBA Work Schedule: 10 AM to 7 PM IST. Weekly Holiday on Tuesdays of every week. Saturday and Sunday will be working. Skills Required Understanding of Mutual Funds: Should have a strong conceptual understanding of mutual fund products and their suitability for different customer needs. NISM-Series V-B Certified: Possession of the NISM Mutual Fund Distributors certification (Series V-B) is mandatory. Growth Mindset: Must be eager to learn, improve continuously, and take initiative to deliver better results. Efficient Follow-up Skills: Should be proactive in tracking and following up with leads, clients, and stakeholders to ensure timely responses and closures. Effective Communication: Must be able to communicate clearly and confidently with clients. A decent command of spoken and written English is essential. Basic Computer Literacy: Should be comfortable using basic office software for tasks such as documentation, CRM tools, and communication. Attention to Detail: Accuracy in maintaining client data, compliance records, and reporting is critical. Understanding of Financial Documents: Basic knowledge of documentation, taxation, and invoice processing is beneficial. Organizational Skills: Ability to manage a portfolio of clients, prioritize work, and meet deadlines efficiently. Professional Attitude: Should be reliable, presentable, and client-focused, with a commitment to the organization’s code of conduct and service commitment. Role Description The Relation Manager will be responsible for building and maintaining strong client relationships and ensuring a high level of customer satisfaction. Key responsibilities include: Onboarding new clients and guiding them through investment processes Providing advisory support on mutual fund products based on client profiles Following up with leads and ensuring timely communication and closures Ensuring compliance with regulatory requirements and documentation standards Coordinating with the operations team for account setup, KYC, and transaction processing Maintaining accurate records of client interactions and investment history Assisting in client reviews and periodic reporting on portfolio performance Staying updated on market trends, regulatory changes, and mutual fund product developments Show more Show less
Job Designation: Relationship Manager Total years of experience: 1 to 3 Years Job Location: Kharadi, Pune (Should be ready to travel for work) Education Qualification: B.Com / M.Com / B.Tech / MBA Work Schedule: 10 AM to 7 PM IST. Weekly Holiday on Tuesdays of every week. Saturday and Sunday will be working. Skills Required Understanding of Mutual Funds: Should have a strong conceptual understanding of mutual fund products and their suitability for different customer needs. NISM-Series V-B Certified: Possession of the NISM Mutual Fund Distributors certification (Series V-B) is mandatory. Growth Mindset: Must be eager to learn, improve continuously, and take initiative to deliver better results. Efficient Follow-up Skills: Should be proactive in tracking and following up with leads, clients, and stakeholders to ensure timely responses and closures. Effective Communication: Must be able to communicate clearly and confidently with clients. A decent command of spoken and written English is essential. Basic Computer Literacy: Should be comfortable using basic office software for tasks such as documentation, CRM tools, and communication. Attention to Detail: Accuracy in maintaining client data, compliance records, and reporting is critical. Understanding of Financial Documents: Basic knowledge of documentation, taxation, and invoice processing is beneficial. Organizational Skills: Ability to manage a portfolio of clients, prioritize work, and meet deadlines efficiently. Professional Attitude: Should be reliable, presentable, and client-focused, with a commitment to the organization’s code of conduct and service commitment. Role Description The Relation Manager will be responsible for building and maintaining strong client relationships and ensuring a high level of customer satisfaction. Key responsibilities include: Onboarding new clients and guiding them through investment processes Providing advisory support on mutual fund products based on client profiles Following up with leads and ensuring timely communication and closures Ensuring compliance with regulatory requirements and documentation standards Coordinating with the operations team for account setup, KYC, and transaction processing Maintaining accurate records of client interactions and investment history Assisting in client reviews and periodic reporting on portfolio performance Staying updated on market trends, regulatory changes, and mutual fund product developments
Job Role: Alliance Partner Expert (IT-Services) Job Location: Mumbai Job Mode: In-Office Total Experience Required: 5 years + Minimum of 5 years in alliance management , business development, or partner ecosystems within an IT company (e.g., software, cloud, cybersecurity, or IT services). Education: Bachelor’s degree in Business, Marketing, IT, or a related field; MBA or advanced degree is a plus. Skills and other attributes required for the job role: Strong negotiation , contract management skills. Excellent communication and interpersonal skills to engage diverse stakeholders. Have worked in tech partnership from infra to cloud offerings (AWS, GCP, Azure etc. ), databases, tools etc. Have worked with tech partners in getting team members certified on technologies Familiarity with IT solutions s uch as cloud computing, SaaS, cybersecurity, AI/ML, or enterprise software. Experience working with global partners and managing cross-border alliances Established network of contacts within the IT partner ecosystem Proactive problem-solver with a strategic mindset and a passion for driving collaborative success Analytical mindset with experience using CRM tools (e.g., Salesforce) and partnership performance metrics. Ability to work independently and manage multiple priorities in a fast-paced environment. Certifications (Optional): Certifications in alliance management, cloud platforms (e.g., AWS, Azure), or project management (e.g., PMP) are a plus. Job Summary: The Alliance Partner Expert will drive strategic partnerships and alliances to enhance the company's market presence, revenue growth, and technological innovation. This role focuses on building, managing, and optimizing relationships with key technology partners, vendors, and stakeholders in the IT industry. The ideal candidate will have 5+ years of experience in alliance management, business development, or partner ecosystems within an IT company, with a proven track record of fostering mutually beneficial partnerships. Key Responsibilities: Partnership Development: Identify, evaluate, and establish strategic alliances with technology partners, system integrators, and other relevant stakeholders to drive business objectives. Relationship Management: Serve as the primary point of contact for alliance partners, nurturing long-
Job Designation: Relationship Manager (Investment and Wealth Management) Total years of experience: 1 to 3 Years Job Location: Kharadi, Pune (Should be ready to travel for work) Education Qualification: B.Com / M.Com / MBA Work Schedule: 10 AM to 7 PM IST. Weekly Holiday on Tuesdays of every week. Saturday and Sunday will be working. Skills Required Understanding of Mutual Funds: Should have a strong conceptual understanding of mutual fund products and their suitability for different customer needs. NISM-Series V-B Certified: Possession of the NISM Mutual Fund Distributors certification (Series V-B) is mandatory. Growth Mindset: Must be eager to learn, improve continuously, and take initiative to deliver better results. Efficient Follow-up Skills: Should be proactive in tracking and following up with leads, clients, and stakeholders to ensure timely responses and closures. Effective Communication: Must be able to communicate clearly and confidently with clients. A decent command of spoken and written English is essential. Basic Computer Literacy: Should be comfortable using basic office software for tasks such as documentation, CRM tools, and communication. Attention to Detail: Accuracy in maintaining client data, compliance records, and reporting is critical. Understanding of Financial Documents: Basic knowledge of documentation, taxation, and invoice processing is beneficial. Organizational Skills: Ability to manage a portfolio of clients, prioritize work, and meet deadlines efficiently. Professional Attitude: Should be reliable, presentable, and client-focused, with a commitment to the organization’s code of conduct and service commitment. Role Description The Relation Manager will be responsible for building and maintaining strong client relationships and ensuring a high level of customer satisfaction. Key responsibilities include: Onboarding new clients and guiding them through investment processes Providing advisory support on mutual fund products based on client profiles Following up with leads and ensuring timely communication and closures Ensuring compliance with regulatory requirements and documentation standards Coordinating with the operations team for account setup, KYC, and transaction processing Maintaining accurate records of client interactions and investment history Assisting in client reviews and periodic reporting on portfolio performance Staying updated on market trends, regulatory changes, and mutual fund product developments
Job Designation: Operations Executive Company: Wealth Management Company in Kharadi Pune Total years of experience: 0 to 2 Years Job Location: Kharadi, Pune Education Qualification: B.Com / M.Com / MBA Work Schedule: 10 AM to 7 PM IST. Weekly Holiday on Sunday of every week. Skills Required ● Effective Communication: Should be able to communicate clearly and confidently with clients. A decent command of spoken and written English is essential. ● Basic Computer Literacy: Must be comfortable working with computers for tasks such as data entry, form filling, and invoice generation. ● Attention to Detail: Should demonstrate accuracy in handling MIS entries, form submissions, and database updates. ● Understanding of Financial Documents: Basic knowledge of GST and invoice processing is preferred. ● Organizational Skills: Ability to manage multiple tasks, maintain updated records, and meet deadlines efficiently. ● Professional Attitude: Should be reliable, disciplined, and committed to the role, especially considering the one-year service commitment. Role Description: ● Maintaining and updating MIS entries ● Filling various forms as required ● Generating and handling GST invoices ● Regularly updating databases to ensure accuracy and completeness