All Jobs : (1-14 out of 14)
Developing relationship with Channel Partners/Distributors/IFAs and generating business through them.The Head of Sales will have the primary role of leading the sales department, overseeing activities of the junior and senior professionals and monitoring performance as a whole. The Head of Sales will define and communicate the business’s KPIs and targets on a regular basis, analyse patterns in consumer and market behaviour, and subsequently define data-driven action strategies in order to consistently optimize the business’s commercial performance. The role of Head of Sales is a data-driven role that requires commercial acumen and a deep understanding of the consumer base, the competitive market, and an ability to analyse sales department performance. The Head of Sales role is an integral part of the business which also involves the management of external partners and collaborations with numerous internal departments. The Head of Sales will be in charge of developing weekly/monthly/annual and seasonal sales targets for the department, examining growth opportunities, enabling sales improvements, product mix development, and taking responsibility for the department’s performance against targets.Using his expertise and experience, the Head of Sales will also manage the departmental calendar with regard to trading priorities inclusive of launches, promotions, exclusives, and campaign activities for the purpose of maximizing sales opportunities. In his leadership capacity, the Head of Sales will introduce new brands and categories to the market by leading the sales team in product launches. In this capacity, the Head of Sales is tasked with establishing and overseeing the adoption of departmental vision and values, which forms part of the work culture. He shall also play a mentorship role to key positions within the sales department, assisting in the execution of duties upon request, honing their professional skills, and readying them for occupation of his position in his absence or retirement. The Head of Sales will also play a major strategic role in the sales department. He will be tasked with implementing sales strategies that further the department’s agenda and drives enhanced revenue generation for the business
1 Days Ago
The role involves building and maintaining relationships with institutional clients to promote and sell mutual fund products. This position requires an understanding of mutual funds, investment strategies, and market trends, as well as excellent communication and sales skills. The primary goal of a Mutual Fund Institutional Sales professional is to generate sales and increase assets under management. Develop and maintain strong relationships with institutional clients such as corporate treasuries, Business proprietors, banks, financial institutions, family offices etc. Regularly engage with clients to provide updates on fund performance, market trends, and investment opportunities. Identify and pursue new business opportunities with prospective institutional clients. Collaborate with the marketing and product teams to develop sales strategies, pitches, and presentations tailored to meet the specific needs of different institutional clients. Conduct compelling presentations and product demonstrations to institutional clients, highlighting the features, benefits, and performance of the mutual funds and investment products. Effectively articulate the firm's investment philosophy, strategies, and competitive advantages. Act as a primary point of contact for institutional clients, addressing inquiries, providing updates on fund performance, and ensuring client satisfaction. Develop a thorough understanding of clients' investment guidelines, reporting requirements, and regulatory compliance. Stay informed about industry trends, market conditions, and competitor offerings. Analyze market data and investor behavior to identify potential sales opportunities. Ensure compliance with all regulatory requirements and internal policies. Adhere to industry standards and maintain a thorough understanding of the legal and compliance framework governing mutual fund sales and marketing activities.
1 Days Ago
Working with distributors across assigned channels with the result of continuous and balanced subscription to organizations funds and ensuring adequate mix across all products to achieve set sales targets.Achieve agreed financial targets and profit growth through the development of existing and new premiere relationships. Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain share of wallet of premiere Distribution clients. Responsible for product placement, new business development, key negotiations, and marketing campaign to promote schemes to the premiere segment – IFAs, Banks & NDs. Delivering consistent and tailored service to the most valued premiere Distribution client. Ensuring adequate mix across all products and meeting set sales targets. Developing markets and enhancing market share. Contributing to sustained growth in sales through initiatives targeted at long term development of Distribution relationships and deep markets. Using relationships to mobilize funds under various schemes through Banks & NDs. Educating the clients about the schemes presales and converting them to buy these schemes. Sales paperwork, data collation and reporting. Co-ordinating with the respective departments to ensure a smooth redressal of the post sales requirements.
1+ Days Ago
We are looking for HNI’s/UHNI’s Wealth Manager who can contact HNI’s/UHNI’s over the phone and meet in person to establish and maintain a strong relationship with HNI’s/UHNI’s and acquire new HNIs/UHNI’s by introducing our products. The person should also be capable of developing business by up-selling, cross-selling, SIP/STP and rendering satisfiable customer service. Advising clients about financial products and services. Determining the best strategies to meet clients’ financial goals and analyzing financial information from clients. Examining investment options to determine compatibility for client financial plans. Implementing wealth accumulation strategies and management strategies, which may include complex and sophisticated approaches to reach your life goals. Meeting Sales targets of Inflows. Establish and maintain stronger relationship with existing high net worth investors and thus generating business and references to meet the sales targets assigned. Efficient in making calls and meetings with high-net-worth investors. Achieve given targets on cross selling, upselling and SIP/STPs. Providing excellent customer service and helps investors with financial planning to the HNI’s/UHNI’sTo handle portfolio of HNI/UHNI customers and cross sell various products according to clients need. Acquire new customers through referrals from existing customers who meet product criteria. Enhance the Overall value/book size of the portfolio. Maintain the overall quality / hygiene parameters of the portfolio. Attrition control of customers Achieving MTD and YTD Revenue Targets Ensure to build and maintain a strong sales pipeline through effective prospecting and lead generation. Set clear performance expectations, provide coaching and feedback to improve the performance and develop future talent. Drive direct sales efforts, actively engaging with potential customers, and building strong relationships to convert leads into sales. Conduct sales presentations, demonstrations, and negotiations to influence decision-making and close deals. Ensure timely and accurate reporting of sales activities and customer feedback to senior management. Strong understanding of equity products and markets. Excellent Sales, communication, and interpersonal skills with an ability to build and nurture relationships with HNI, UHNI clients.
1 Days Ago
Position Purpose: Working with distributors across assigned channels with the result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets. Achieve agreed financial targets and profit growth through the development of existing and new premiere relationships. Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain share of wallet of premiere Distribution clients. Responsible for product placement, new business development, key negotiations, and marketing campaign to promote schemes to the premiere segment – IFAs, Banks & NDs. Delivering consistent and tailored service to the most valued premiere Distribution client. Ensuring adequate mix across all products and meeting set sales targets. Developing markets and enhancing market share. Contributing to sustained growth in sales through initiatives targeted at long term development of Distribution relationships and deep markets. Using relationships to mobilize funds under various schemes through Banks & NDs. Educating the clients about the schemes presales and converting them to buy these schemes. Sales paperwork, data collation and reporting. Co-ordinating with the respective departments to ensure a smooth redressal of the post sales requirements.
1+ Days Ago
Lead and mentor developers through coaching and sharing of knowledge
Ensure coding and security guidelines are met
Capable of working independently or minimal supervision Implementation & reconstruction of existing web application
Report the progress of work to reporting manager and team
Take ownership of customer issues reported and see problems through to resolution
A Technical Support Engineer will research, diagnose, troubleshoot, and resolve customer issues in an accurate and timely manner.
Responsible for working with different systems & software and follow standard procedures to escalate unresolved issues to appropriate internal departments.
Follow standard procedures for proper escalation of unresolved issues to the appropriate internal teamsProvide prompt and accurate feedback to customers
Ensure proper recording and closure of all issues.
Prepare accurate and timely reports Document knowledge in the form of knowledge base tech notes and articles
Contribute to the development of product technical design.
Follow the SLA for issues with respect to the severity.
Hands on Coding experience in C#, SQL & jQuery
1 Days Ago
Monitoring cash flows daily and identify investment opportunities as per fund mandate. Identify long term trends. Update investment models. Prepare monthly reports. Research on equity funds / asset allocation. Identify Ideas for product development. Write articles/ talk to investors/ investor meets etc. Research and analytical skills. Good writing and communication skills.
1+ Days Ago
TDS Return filling related work of Mutual Fund. GST Monthly /Annual Return filling related work Mutual Fund Preparation of Monthly / Quarterly / Half Yearly / Annual Regulatory/Internal Reports. Working on Scheme Financials and Annual Reports related activity Attending to Internal/Statutory Auditors Managing Trade, Valuation of Equity & Debt Asset Class Handing NAV related work Implementation of IND AS applicability. Hands on Experience of working in Excel/Advance Excel.
1+ Days Ago
Develop a thorough understanding of the concept of sustainability and its importance in complementing fundamental research. Understand the contents of a Sustainability report and develop an understanding of the Global Reporting Initiative (GRI) and its implementation. Familiarize himself with the UN PRI (Principles of Responsible Investment). Highlight key sustainability / ESG issues that are material to an industry / company. Prepare a research report and rank companies based on their sustainability disclosures, performance, and qualitative factors. Undertake interactions with the company management to understand the company’s overall sustainability strategy and progress. Good communication, research, and analytical skills. Those with prior work experience with ESG profile will be given preference.
1+ Days Ago
Conduct in-depth quantitative and qualitative analysis of investment proposals. Keep up-to-date knowledge of the industry and related markets being researched. Develop and maintain financial models. Prepare research reports and presentations. Keep track of corporate announcements, current policies, and study the impact on Equities and Portfolio. Regularly monitor developments in our investee companies through media updates, corporate announcements, and published results. Participate in research meetings. Willing to travel to see factories, meet managements, and attend conferences. Conceptual understanding of important technical terms, and macro-economic issues. A deep interest and aptitude for analyzing financial information, strategic issues, and trends that affect companies, industries, and markets on a regional and global scale. Proficient in Excel, PowerPoint, familiar with financial modelling & valuation methods. Strong in accounting and investing concepts.
1+ Days Ago
Evaluating business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions. Leading ongoing reviews of business processes and developing optimization strategies. Staying up to date on the latest process and IT advancements to automate and modernize systems. Conducting meetings and presentations to share ideas and findings. Performing requirements analysis. Documenting and communicating the results of your efforts. Effectively communicating your insights and plans to cross-functional team members and management. Gathering critical information from meetings with various stakeholders and producing useful reports. Working closely with clients, technicians, and managerial staff. Allocating resources and maintaining cost efficiency. Ensuring solutions meet business needs and requirements. Managing projects, developing project plans, and monitoring performance. Prioritizing initiatives based on business needs and requirements. Serving as a liaison between stakeholders and users. Managing competing resources and priorities. Monitoring deliverables and ensuring timely completion of projects.
1+ Days Ago
Managing Administrators and guide the appropriate actions to ensure security. Developing efficient processes / policies based on the best security practices in the industry and as per different standards like ISO27000, NIST. Monitoring and reporting of the compliance of the policies and procedures. Facilitating/participating in security activities like Information Security (Internal/External). Audit, Statutory Audit, and coordination with security service providers/vendors/consultants. Developing/communicating security metrics for team and management. Coordination with different departments for security related matters. Conduct awareness sessions for end users, departments. Preparation of innovative security awareness mailers / FAQ / banners etc. Ensuring adequate level of data security by modifying and expanding to cover the system’s technological advances. Monitoring security devices and appliances; security applications such as Endpoint, DLP, Privilege Access Management; taking appropriate actions to ensure security. Knowledge of tools that support secure practices such as Intrusion detection/prevention systems, password auditing, port scanners, vulnerability scanners, web application scanners, wireless tools. Facilitating/participating in security activities Internal/External VAPT exercise and coordination with security service providers/vendors/consultants
1+ Days Ago
Execute fixed income trades in alignment with the fund's investment strategy and guidelines. Monitor and analyse market trends, economic data, and interest rate movements to make informed trading decisions. Execute trades across a variety of fixed income securities, such as government bonds, corporate bonds, CP/CDs and other fixed income instruments. Assess and manage the potential risks associated with fixed income trading, including interest rate risk, credit risk, liquidity risk, and market volatility. Collaborate with portfolio managers and analysts to formulate and implement fixed income investment strategies. Review and adjust portfolio allocations based on market conditions, interest rate changes, and credit quality assessments. Assess and manage the potential risks associated with fixed income trading, including interest rate risk, credit risk, liquidity risk, and market volatility. Maintain a deep understanding of the fund's portfolio composition and risk exposure. Stay up to date with industry trends, regulatory changes, and emerging fixed income market developments. Adhere to industry regulations, best practices, and internal compliance policies when executing trades and managing portfolios. Stay informed about changes in regulatory requirements that may impact fixed income trading and portfolio management activities. Conduct thorough research on fixed income securities, market demand supply, liquidity and other macroeconomic and technical factors affecting the fixed income markets. Analyze market data and trends to identify potential investment opportunities and risks. Provide recommendations to portfolio managers on potential trades and portfolio adjustments. Build and maintain relationships with brokers, dealers, and other market participants to facilitate trade execution.Negotiate terms and pricing for trades while ensuring best execution practices. Maintain accurate trade records, transaction logs, and performance reports. Generate regular reports for portfolio managers, senior management, and regulatory compliance purposes. Ensure adherence to reporting requirements set by regulatory bodies. Relevant work experience as a fixed income dealer, ideally within asset management firm, banks, primary dealers, insurances, or other financial institutions. Strong understanding of fixed income markets, financial instruments, and trading strategies. Strong analytical skills with the ability to interpret market data and trends. Should have hands on working knowledge of dealing systems like Treps, NDS-OM, C-BRICS, RFQ and others
1+ Days Ago
Setup, manage and optimize campaigns on Google Ads, Microsoft Advertising, Facebook Business Manager, DV360 and any other paid advertising platforms that can generate a positive ROI for the business. Expertise in Google Analytics & Data Studio to do data analysis and able to report insights on what is working and identify areas of opportunity. Effectively scale Google Ad spend, whilst maintaining a positive ROI. Create strategy across channels, outlining opportunities for Search, Display, YouTube and Programmatic. Bettering traffic to leads% by testing different types of landing pages & content. Technical knowledge of tracking and tags/pixels. Experience in using Google Tag Manager. Utilize conversion rate optimization tactics (e.g., split testing) to maximize performance. Writing / Reviewing Ad copies, Creatives, Landing pages basis extensive keyword research. Regular monitoring of page speed insights and get the technical issues fixed with IT. Continuously develop PPC strategies to increase online visibility. Regularly monitor auction insights, remove negative search queries which are irrelevant for campaign performance. Liaison with Sales to understand requirements and coordinate on to understand how to better quality of leads and manage lead flow. Needs to co-ordinate with the Paid agency daily and suggest changes and additions to the existing campaign, and brainstorm with the agency on new platforms and ad units that can be experimented. The main focus needs to be to optimize all paid campaigns - reducing CPLs and CPA, increase lead contact ability and validity, and optimizing the business funnel from lead to end conversion. Enhance Customer Experience on Digital by evaluating the customer’s behaviour on our online channels/assets through analytics and cookie tracking and help design easy customer journey online.4+ years of proven experience in managing digital marketing campaigns on Google & Facebook. Using marketing tech platforms like MOZ, SEM Rush, along with the use of analytics tools like GA is mandatory.
1+ Days Ago
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