Be inspired by a culture in which everyone lives the values of innovation, trust, respect, commitment, teamwork and integrity. Come join us in the journey of building an enduring institution, based on values and excellence, that will achieve market leadership.
We are looking for capable individuals with good experience in sales and servicing across Various Financial Products lines.

Senior Sales Manager

  • Conducting market research to identify selling possibilities and evaluate customer needs.
  • Actively seeking out new sales opportunities through cold calling, networking, and social media.
  • Setting up meetings with potential clients and listening to their wishes and concerns.
  • Sales Executive responsibilities include discovering and pursuing new sales prospects, negotiating deals, and maintaining customer satisfaction.
  • If you have excellent communication skills and feel comfortable reaching out to potential customers toDemonstrate our services and products through email and phone, we’d like to meet you.

Sales Manager

  • Conduct market research to identify selling possibilities and evaluate customer needs.
  • Actively seek out new sales opportunities through cold calling, networking and social media.
  • Set up meetings with potential clients and listen to their wishes and concerns.
  • Prepare and deliver appropriate presentations on products and services.
  • Create frequent reviews and reports with sales and financial data.
  • Ensure the availability of stock for sales and demonstrations.
  • Participate on behalf of the company in exhibitions or conferences.
  • Negotiate/close deals and handle complaints or objections.
  • Collaborate with team members to achieve better results.
  • Gather feedback from customers or prospects and share with internal teams.

Sales and Operations Executive

Marketing Support:

  • Update Existing collaterals/ presentations on defined frequencies.
  • Updating monthly databases.
  • Providing distributors with monthly updates in the required format.
  • Preparing new/customized collateral reports for external/ internal stakeholders.
  • Preparation of Competitive Analysis Report – PMS, MF.
  • Digital Marketing tool – Required to run digital email campaigns.

Sales Support:

  • Required to generate reports from Multi-Act system – Wealth Spectrum & In-house systems.
  • Co-ordination of Calls/ Meetings with Prospects/ clients & concerned teams (Fund Managers or Research).

Customer Relationship Manager

  • Conduct market research to identify selling possibilities and evaluate customer needs.
  • Actively seek out new sales opportunities through cold calling, networking, and social media.
  • Set up meetings with potential clients and listen to their wishes and concerns.
  • Prepare and deliver appropriate presentations on products and services.
  • Create frequent reviews and reports with sales and financial data.
  • Ensure the availability of stock for sales and demonstrations.
  • Participate on behalf of the company in exhibitions or conferences.
  • Negotiate/close deals and handle complaints or objections.
  • Collaborate with team members to achieve better results.
  • Gather feedback from customers or prospects and share it with internal teams.

Investment Banker

  • Prepare and study valuations
  • Financial Modelling
  • Prepare information memorandum , corporate presentations, pitch deck.
  • Arrange investors meets and roadshows .
  • Perform due diligence, research analysis and documentation of live transactions.
  • Cognizant of current news, relevant events and critical issues.

Back Office Executive

  • Generate MIS reports on a daily basis.
  • Call Handling.
  • Provide Support to internal & external operations.
  • Regular coordination with State Offices.
  • Email / Telephonic coordination within & outside organization.

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