3 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.50 LPA TO 5.00 LPA
Key Responsibilities:
Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
Upsell and cross-sell mutual fund products ...
1 Opening(s)
0 To 2.0 Year(s)
1.00 LPA TO 3.00 LPA
Position Overview: We are seeking a proactive and organized Administrative Assistant to support our team. The ideal candidate will be responsible for managing appointments, handling client interactions, performing basic research, and assisting with promotional activities.
Key Responsibilities:
Schedule Management:
Maintain and manage the appointments and schedules of directors.
Ensure timely coordination and reminders for ...
10 Opening(s)
2.0 Year(s) To 5.0 Year(s)
4.00 LPA TO 6.00 LPA
We are looking for a proactive and result-driven Relationship Manager to drive client acquisition and retention for a range of financial products. The role requires strong networking capabilities, client advisory skills, and the ability to generate business through fieldwork, references, and cold calling.
Lead Generation:Identify and onboard potential clients through cold calling, ...
1 Opening(s)
10.0 Year(s) To 12.0 Year(s)
15.00 LPA TO 18.00 LPA
Job Description:
Position Overview:We are looking for an experienced Senior Mutual Fund Distributor who has in-depth knowledge ofthe mutual fund industry, experience in managing client portfolios, and the ambition to eventuallystart their own broking firm. The ideal candidate will play a crucial role in building our firm,managing client relationships, and contributing ...
2 Opening(s)
1.0 Year(s) To 5.0 Year(s)
2.00 LPA TO 5.40 LPA
Product features explanations person
BCOM education
Account Manager: this time the preference is for people with finance related domain knowledge. Please who have completed their CFP / CFA and with atleast 2 years of experience. Good communication skills and self-driven personality.
Designation: Account Manager- Client ServiceJob Description:• This is a customer facing role. ...
1 Opening(s)
0 To 1.0 Year(s)
2.00 LPA TO 3.00 LPA
We are a growing Payroll and HR Outsourcing firm serving clients across various industries. Our services include end-to-end payroll processing, statutory compliance, onboarding, offboarding, HR documentation, employee grievance handling, and more. We act as an extended HR arm for our clients, ensuring smooth people operations while they focus on business ...
3 Opening(s)
1.0 Year(s) To 6.0 Year(s)
0.00 LPA TO 6.50 LPA
Role: Software implementation and ongoing data management service
Job Description:
Assisting the US clients with on-boarding data across investment vehicles and Accounting (Initial and on-going)
Prioritizing projects across clients, investment accounts, data entry and reconciliation, etc.
Coordinating periodic reviews with clients to ensure sanity of database
Working with clients (wealth owners, accountants and CA’s) on ...
5 Opening(s)
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 5.00 LPA
Job Summary: We are seeking a proactive and results-driven Relationship Manager with experience in handling business loans and Direct Selling Agents (DSAs). The ideal candidate will manage key relationships with DSAs, meet with partners, and handle client interactions via phone, ensuring smooth business loan processing. You will be responsible for ...
1 Opening(s)
2.0 Year(s) To 6.0 Year(s)
1.50 LPA TO 2.40 LPA
Role: Relationship Executive-Voice Process About Us: The company with over 31 years of industry expertise and trust, is a SEBI-registered stockbroker and a member of all Indian exchanges—NSE, BSE, MCX, NCDEX, and MSEI. We are also a registered depository participant with CDSL and NSDL, a SEBI-recognized Research Analyst, and an AMFI certified mutual fund ...
2 Opening(s)
0.6 Year(s) To 2.0 Year(s)
2.40 LPA TO 3.00 LPA
Job Title: Female Tele callerLocation: Indirapuram, GhaziabadExperience: 0 to 2 YearsReports To: Sales ManagerSalary: 2.40 LPA to 3.00 LPA
Job Description:We are seeking a dynamic and enthusiastic Female Tele caller to join our team at Willus Infrastructure. As a Tele caller, youwill be responsible for reaching out to potential clients, explaining our ...