Assistant Finance Manager

A legacy of 20+ years AMFI registered Mutual Fund Distributor and Financial Intermediary for various Investment & Insurance products. Amongst the top 0.5% registered Mutual Fund Distributors in India by AUM out of a total universe of more than 1.25lakh distributors. We manage the personal finances of 800+ families and 6000 + financial dreams. Near 100% client retention rate. Complete suite of Conventional & Alternative Investment & Insurance Products.

Job Profile

Job Profile & Responsibilities:

A) Key Responsibility Area

Client Sourcing

Periodical Financial Review

Day to Day Coordination between Client & Operations

Up sell and Cross sell

Renewals of Investment & Insurance Products

B) Key Performance Indicator

New Client Conversion

Client Retention

New Client Referrals

Product Sales Outcomes

100% Renewals

100% Client Wallet Share

Qualifications

CFP/ NISM Level-1 & Level-2 Registered Investment Advisor Certification & NISM V-A MF Certification

Other Skills-Advanced working knowledge of Excel, Basic Knowledge of Word & Power Point,

Good written and spoken English

Good written and spoken English

Working Days -Time

6 days working time : 9:30-6:30

Recruiter Instructionns

company strenght 20-25 employess

Desired Candidate Profile

Willingness to make a long term career in Wealth Management

Attributes of Trust, Integrity, Self Starter, Closure Focus, Customer Focus

Willingness to Learn, Attention to Detail, Team Player

1 to 3 years relevant work experience with a AMFI registered Mutual Fund Distributor or Mutual Fund House

Key Responsibility Areas (KRA) – HR Generalist

1. Recruitment & Onboarding

• Coordinate end-to-end recruitment processes (job postings, sourcing, screening, interviews, offers).
• Liaise with hiring managers to define role requirements and selection criteria.
• Conduct reference checks and background verifications.
• Ensure smooth onboarding and orientation of new hires.

2. Employee Engagement

• Develop and implement employee engagement activities and initiatives.
• Conduct periodic employee feedback surveys and support action planning.
• Organize team-building and recognition events to foster a positive workplace culture.

3. HR Operations & Compliance

• Maintain employee records and HRIS data accurately and confidentially.
• Prepare employment letters, contracts, and documentation.
• Ensure compliance with labor laws and internal policies.
• Assist in audits and statutory reporting.

4. Performance Management

• Support the implementation and monitoring of performance appraisal systems.
• Coordinate performance review cycles and assist managers with evaluation processes.
• Track and report on performance trends and support interventions as needed.

5. Training & Development

• Identify training needs in consultation with managers and teams.
• Coordinate training programs, track participation, and evaluate effectiveness.
• Maintain a calendar of learning and development activities.

6. Payroll & Benefits Administration

• Assist in payroll preparation by collecting and verifying attendance and leave records.
• Handle employee queries related to salaries, benefits, and deductions.
• Support administration of insurance, PF, ESI, and other statutory benefits.

7. Employee Relations

• Act as a point of contact for employee concerns and grievances.
• Ensure timely resolution and escalate issues where necessary.
• Promote a harmonious and inclusive workplace environment.

Job Summary

As a CRO specialist you will use a mix of creativity and strong analytical skills to understand website behavior, identify opportunities to drive an increase in conversion, revenue and user experience, then develop and execute a strategy to turn those ideas into an optimization and testing plan. This is a customer-facing role requiring outstanding relationship management skills.

The ideal candidate would be extremely data-driven and makes design tweaks based on user behavior to improve conversions. An experience in creating UI/UX wireframes would be a plus

Responsibilities and Duties

Use qualitative (heatmaps, sessions recordings, surveys, etc) and quantitative(Google Analytics or similar) sources of data to analyze website traffic to understand user behavior and provide data-driven recommendations to increase engagement and conversion rate.

Establish web analytics framework to monitor the health of the key performance indicators and key conversion points in the web journey and marketing funnel. Understand and implement ways to monitor conversion funnel congestions, design and usability factors of highly converting web pages.

To understand the "WHY" behind the data and deliver actionable insights to further improve UX and conversion rate optimization to increase lead generation and online sales.

Define and maintain overall optimization program (site and e commerce experience, landing pages, forms and calls-to-actions) Use an iterative approach to optimization (hypothesize, design, test, measure, optimize), deriving actionable insights from the results, formulating new experiment ideas and hypotheses, while implementing winning results.

Develop or support the team in developing hypotheses, testing roadmaps and reports for optimization projects (A/B, Multivariate, Targeting, Personalization).

Coordinate with developers, analysts, and researchers to drive projects forward.

Required Experience, Skills and Qualifications

Prior experience of 1+ years of optimizing user experience/digital marketing campaigns/email campaigns/or anything that directly impacts revenue generated by the website.

Prior experience in a customer facing role or equivalent history of increasing customer satisfaction with excellent presentation skills

Conversant and able to use marketing platforms and tools that can measure and drive marketing programs and conversions; examples include Google Analytics, VWO, Adobe Target, Click-tale, Adobe Analytics, Tag management solutions, Tag audit solution, Optimizely, Google Optimize, and/ or similar tools.

Understanding best practices for UI and UX for websites

Understand of how E-commerce website work(what is ROI, AOV, Conversion Rate etc.)

Experience with research tools including HotJar, CrazyEgg, LuckyOrange/ heatMaps/ poll/ survey Zarget or other similar tools will be a plus

Experience with multichannel media campaigns including a working knowledge of paid search, testing ad text and landing pages Optimization, SEO will be a plus

Prior experience working in diverse client portfolio

Benefits

5 Day working

Flexible work from home policy

Company sponsored team outing and parties

Company sponsored lunch

No dress code

Salaries at par and above the industry standards

Great Learning and growth opportunities

Opportunities to travel onsite (Australia US,UK, South Africa) to meet and work with clients personally

Diverse and exciting client portfolio of internationally renowned brands

Critical Skills:

•           Knowledge of Intune / Autopilot

•           Knowledge of windows reset

•           Application downloads > recognize if something is blocked (Zscaler knowledge / or know how it works)

•           Macro’s knowledge

•           Communication skills

•           Proactive

•           Migrate user profiles, data, and settings to the new IT environment.

•           Ensure data integrity and security during the migration process.

•           Test and validate migrated data to identify and resolve any issues. 

•           Create and configure user accounts in the new IT environment.

•           Assign appropriate permissions and access rights.

•           Ensure seamless access to resources and applications

•           Provide training and support to end-users during and after the migration process.

•           Assist users with any issues or questions related to the new environment.

•           Develop and maintain user documentation and knowledge base articles.

•           Monitor the new environment for any issues or problems.

•           Troubleshoot and resolve any migration-related issues.

•           Provide ongoing support to end-users.

•           Strong technical knowledge of IT infrastructure, including hardware, software, and networks

•           Experience with end-user migration tools and techniques.

•           Proficiency in Microsoft Office Suite and other productivity tools.

•           Excellent problem-solving and troubleshooting skills.

•           Strong communication and interpersonal skills.

Preferred Characteristics

•           Ability to effectively communicate and instill confidence with peers and all key stakeholders.

•           Effective influencing and negotiation skills in an environment where resources may not be in direct control of this role.

•           Excellent analytical, strategic conceptual thinking, strategic planning and execution skills.

•           Strong business acumen, including industry, domain-specific knowledge of the enterprise and its business units

•           Expertise in budget planning and financial management

•           Deep understanding of current and emerging technologies and how other enterprises are employing them to drive digital business and how they may be applied to the enterprise to drive digital business

•           Ability to manage geographically diverse teams and overcome the culture clashes that may arise

•           Ability to drive organizational change and build capabilities that effectively balance the needs for continuously exploiting capabilities to optimize operational efficiency, with delivering innovative and agile IT solutions to enable the business to explore digital business opportunities

•           Excellent verbal and written communication skills, including the ability to explain digital concepts and technologies to business leaders, and business concepts to the IT workforce

Job Description:

Position: Business Development Executive

Exp: 2+ Years of experience

Skills:

• Must have strong knowledge of freelancing site Upwork.
• Must have inside-out knowledge of Upwork algorithms and have great sense and command on Upwork.
• Excellent Analytical & Communication Skills (Written and Oral).
• Email Etiquette, Proposal Writing, Follow-up, and Requirement Gathering.
• Must be aware of client details analysis.

About Us:

At Innovapptive, we are bringing the industrial front-line worker, back-office and assets together.  Our platform is the only patented and “Code-Free” connected worker platform for SAP and IBM Maximo and is disrupting and digitizing archaic, tedious, & labor-intensive paper-based processes for maintenance, operations, & supply chain. The industrial front-line workers are empowered with a suite of highly reconfigurable mobile apps, while the back-office has real-time visibility into the front-line workforce with better planning, scheduling, adoption monitoring and actionable insights. Some of the world’s largest brands such as Newmont Mining, Dominion Nuclear, Hess, Shell, UNICEF, ConocoPhillips, and Reckitt Benckiser are digitally transforming their back-office and front-line industrial worker experiences. We are saving companies millions of dollars by improving their asset uptime, productivity, safety, and talent challenges while delivering jobs better, faster, cheaper and safer. 

We are backed by Tiger Global Management, a Global Marquee Fund with over $30 Billion of Assets Under Management (AUM). Tiger Global Management has a reputation of investing and building some of the world's "Unicorn"​ brands such as Spotify, Netflix, Facebook, LinkedIn, Amazon, Peloton, Harry's, Ola, Flipkart, Freshworks and many more!

Our mission is made possible by Innovapptive’s most important asset: our people. We come together through collaboration and ambition in a team-driven culture.

Through the success of our product, we have seen monumental growth in our workforce, and we constantly look for exceptional talent to join us. At Innovapptive, you are challenged with dynamic tasks that drive your professional development and career growth. Join us on our journey to deliver an innovative connected worker experience and to empower 350 Million Industrial Front-Line Workers around the world with the ability to truly harness the power of connected worker experience by improving the working life of a front-line worker and the back-office employee. 

The Role

The Solution Consultant’s primary responsibility is to engage with our customer's leaders in plant maintenance to provide consulting on value improvement cases, maturity assessments, process improvement, and mobility best practices engagements. Our SCs engage with clients by leading the solution design process, driving the adoption of Innovapptive's connected worker solutions using cloud-based SaaS offerings and mobility solutions.

As a solution consultant, you are responsible to Identify solution needs and user stories and design approaches for the Field workforce to enable KPI improvements such as:

• Efficient and enabled plant maintenance execution
• Expedited and on-time execution of maintenance work
• Compliance with regulatory and industry requirements

The SC will lead all solution design activities and documentation for the implementation of a Plant Maintenance mobile solution. They will understand plant maintenance processes and the challenges companies and their front-end workers face today. They can advise customers on best practices and marry their business processes to an adoptable solution design that leverages Innovapptive’s mobile solutions. Senior Solution Consultants are key internal advisors on product capabilities and product enhancement opportunities based on their understanding of customer requirements and business processes.

If this opportunity excites you, we encourage you to apply even if you do not meet all of the qualifications: 

How You Will Make an Impact:

• Understand our customer’s Maintenance & Repair Operations, Plant Maintenance processes, and Asset Management integration touchpoints, and map them to our mobile solution (Oil & Gas, Chemicals, Utilities and Discrete Manufacturing Industries)
• Communicate to our customers’ leaders the business benefits and ROI (Return on Investment) in deploying our products
• Guide customers to solutions that maximize process digitization improvements and adoption 
• Execute to-be process solution designs that leverage product capabilities to maximize adoption and enhance the end-user experience
• Provide best practice solutions, evaluate and document effective solution alternatives to the business problems if the current product feature does not meet the customer requirements
• Ability to work in a fast-paced environment and manage multiple tasks and projects
• Mentor and advise the Development and Implementation Teams to build technical designs and configure applications

What You Bring to the Team:

• Extensive knowledge of business processes in Plant Maintenance Processes, Standard functionality – Work Order Planning & Scheduling, Notifications, Work Order Execution and Processing, Measuring Points, Functional Locations,, and Form Execution and Submission
• Bachelor’s Degree with at least 6-10 years of hands-on functional solution design experience including requirement gathering, prioritization, documentation and consulting in the areas of SAP PM and EAM (SAP or 3rd party applications that integrate with SAP)
• Preferred Experience: have at least 3 full cycle implementation experiences or equivalent experience
• Excellent analytical and problem-solving skills. Ability to leverage knowledge to design and develop solutions that improve productivity, increase efficiencies, mitigate risks, resolve issues, and optimize cost savings and efficiencies
• Self-motivated and capable of working with minimal supervision. Ability to work independently and as part of multiple teams
• Excellent problem-solving skills and team player
• Leading teams and coordinating project activities is a huge plus
• Able to learn new technical skills easily
• Good verbal and written communication skills
• Detail-oriented and diligent
• Entrepreneurial by nature with a strong sense of ownership
• Ethical Conduct
• Excellent Organizational Skills 
• Experience configuring the basic system for various modules of plant maintenance, custom solutions involving complex process design, interfaces, reporting, code evaluation to cross-process integration, and collaborative and seamless solutions is preferred

What We Offer:

• A positive, open, and highly-innovative environment and team
• Entrepreneurial spirit with unlimited opportunity to grow
• Opportunity to work with leading global brands on exciting and impactful projects
• Competitive Base Pay
• Best of plan on Vacation & Paid Time Off.
• Provision of Medical Insurance for family - self, dependent, spouse, dependent children, parents/parent-in-laws
• Paid Maternity and Paternity leave
• Bi-annual reviews to ensure transparency and promote a high-performance culture
• OKR Driven Performance Development Environment
• Learning & Development - access to a wide range of e-Learning courses (technical, Product, Process, etc.,)
• A host of Interest Groups/Clubs for Book Reading, Toastmasters, Sports - Cricket, Volleyball, Throw-ball, Badminton, TT, Music

Innovapptive does not accept and will not review unsolicited resumes from search firms.

Innovapptive is an equal opportunity employer and is committed to a diverse and inclusive workplace.  Qualified applicants will receive consideration for employment without regard to race, color, religion or creed, alienage or citizenship status, political affiliation, marital or partnership status, age, national origin, ancestry, physical or mental disability, medical condition, veteran status, gender, gender identity, pregnancy, childbirth (or related medical conditions), sex, sexual orientation, sexual and other reproductive health decisions, genetic disorder, genetic predisposition, carrier status, military status, familial status, or domestic violence victim status and any other basis protected under federal, state, or local laws.