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Relationship Manager / Mutual Fund Distributor / Financial Advisor
🔑 Key Responsibilities
🌐 Market Networking & Presence
- Create and grow a quality network and exposure in the local market to build strong business reach and brand visibility.
🤝 Advisor Acquisition & Management
- Acquire new financial advisors and distributors from the market.
- Manage existing advisors/distributors — supporting their performance, motivation, and relationship with the firm.
💼 Certification Requirement
- Must be AMFI Passed or commit to passing the required certification
🔎 Note on AMFI/NISM Certification:
In India, mutual fund distribution professionals must pass the NISM Series V-A Mutual Fund Distributor Exam to obtain an AMFI Registration Number (ARN) — this legally authorizes them to distribute mutual fund products. BFSI Courses+1
🤝 Relationship Building
- Build and maintain strong relationships with advisors to ensure loyalty, collaboration, and business growth.
👥 Team Leadership
- Lead and guide a team of advisors, helping set targets, overseeing performance, and encouraging professional behaviour.
📘 Training & Development
- Train, mentor, and develop advisors on product knowledge, selling skills, market trends, compliance, and business strategies.
📈 Continuous Learning & Guidance
- Have a strong passion for learning about financial products and trends — and the ability to relay this knowledge to advisors clearly and effectively.
📌 Typical Skills & Qualities Employers Expect
- Good communication and interpersonal skills.
- Understanding of mutual funds and other financial products.
- Ability to motivate and manage people effectively. Indeed
- Results-oriented mindset with a willingness to learn continuously.
Job Description:
- .Develop and maintain the backend for a web platform in the Fin-tech Industry domain.
- Create testing framework for all business use cases Maintain Deploy builds
Requirements:
Benefits:
Skills:
∙ Excellent communication and analytical Skills
∙ Strong leadership and management skills
∙ Must have excellent interpersonal skills
∙ Excellent written and verbal communication
∙ Active listening and Problem solving skills
∙ Ability to multitask, prioritize, and manage time effectively
Roles and Responsibilities:
∙ A professional approach in answering calls and provide information about products and services, taking input of issues and their redressal thereof
∙ Keep records of customer interactions, process customer accounts and file documents
∙ Proficiently communicating with customers electronically and taking follow up of the procedures.
∙ Handling customer queries regarding various products ∙ Identify and assess customer needs to achieve satisfaction ∙ Exhibiting patience in order to resolve queries in a timely manner ∙ Escalate unresolved issues to the appropriate internal teams ∙ Document knowledge in the form of solution article
∙ Respond to customer queries in a timely and accurate way, via phone, email or chat
∙ Patience when handling tough cases.
∙ Take a deep dive into product key features and have keen insight/knowledge about the product.
Skill: Appian
Job Location : Pan India
Notice Period: 60Days
Experience : 3.5 – 10 Years Relevant Appian Experience
Certification- L1/L2/L3
Roles & Responsibilities
· Good understanding and experience in designing Appian applications
· Experience in designing and developing integrations with 3rd party system
· Possesses good knowledge on best practices suggested by Appian in designing the solutions.
· Expert on designating the reports and develop those using Appian
· Good knowledge of Agile Scrum and knowledge of tools like JIRA
· Should have leadership skills to guide a small team on technical solutions
· Should possess excellent communications skills
· Some experience of working at client site or client communication is desirable
Job Position: Sr. Graphic Designer – 2D / Visualizer
Location: Pune
Job Profile:
- Creative bent of mind, enthusiastic & understanding of Event work
- Convert client brief into Design Concepts
- Develop creative ideas & Concepts
- Understand & work within Brand Guidelines of Clients
- Should have knowledge of all 2D Software eg : Illustrator, Photoshop, Coreldraw, InDesign, Adobe Suite
- Knowledge of Print technology, responsible for print specifications
- Hands on experience of working on event collaterals, Event branding / Conferences / Set Designs etc
- Visualize & create out of the box solutions
- Should have knowledge of Animation, Videos & video editing, After Effects software
- Should be able to work under pressure & complete work as per deadlines
- Motivate team to promote/sell professional courses like Data Science, Block chain, PMP, AI/ML, Six Sigma, SCRUM etc
- Leaders who have catered in U.S, Canada, Malaysia, Singapore and UAE that too into education industry will be highly preferred
- Building highly optimized team through successful employee engagement and retention, addition to that, also taking care of the growth, development, and goal achievement
- Optimizing revenue of the organization by meeting weekly/monthly/quarterly targets
- Leader will be responsible to work on customer success for client retention and satisfaction.
- Setting of targets for the team to ensure they achieve team goals.
- Identification & resolution of day-to-day operational challenges
- Allocate work to team & coordinates resources to meet short-term/long term goals
- Use of effective tact and diplomacy to exchange information and handle sensitive issues within the team
- Conduct daily/weekly hurdles to monitor/motivate team
- Maintaining strong connection/relation with the team to ensure smooth operation
- Assign work to team members based on their skills, development needs and availability
- Training team member to ensure every recourse/team member is tuned to perform best tasks as per individual capability and skills.
- Handle escalation of the client to provide customer success
- Remains up-to-date on the current trends and issues in customer education, and is familiar with competency frameworks and curriculum development
Facilitate business facing workshops with the technical team and develop a technical plan.
Provide detailed specifications for proposed solutions.
Communicate architectural decisions, plans, goals and strategies to project teams.
Providing innovation to the product whilst collaborating with the product teams, business
teams and development scrum teams.
Support business and IT strategic planning.
Solves difficult problems with effective solutions using rigorous logic and methods.
Analyse current technologies used within the company and determine ways to improve.
Required Experience and Skills :
Minimum of 5 years of direct business interaction in designing technical solutions.
Experience giving technical direction to both onsite and offshore team members.
Positive outlook in meeting challenges and working to a high level.
Continuous improvement and innovative mind-set.
Ability to take a lead role and take ownership of complex data integration deliveries.
Broad technology experience, awareness of current technology trends and a sound
understanding of contemporary software engineering practices and behaviours.
Excellent presentation skills for communicating both business oriented solutions and
advanced technical concepts.
A degree in Computer Science and/or a business related degree; or equivalent work
experience.
Tech Stack includes: Angular, Java, Spring Boot, Jenkins, Oracle & REST microservices









