CRM Executive

JOB LOCATION: Noida Sector 62 (On-site role)

TIMINGS: 9:30 AM – 6:30 PM (Monday to Saturday with First Saturday Off)

TYPE: Full Time

Compensation: INR 30,000 – 45,000* per month + Performance based incentives

EXPERIENCE: 2 to 5 years of experience in stock market sales or related financial

services.

EDUCATIONAL QUALIFICATION: Graduate / Post Graduate (Commerce, Finance, or Business preferred). Certifications: NISM or related market certifications preferred but not mandatory.

Role Overview

As a Senior Investment Counselor, you will be responsible for converting leads into active clients through effective communication, need analysis, and presentation of company’s research-backed stock market products. You will play a pivotal role in driving the

company’s sales targets while maintaining the highest level of professionalism and client satisfaction.

Key Expectations

● Must achieve a monthly sales target equivalent to 3× - 4× of the fixed salary.

● Consistent achievement of 70% of monthly targets is mandatory to earn the fixed component.

● Demonstrate high professionalism, persistence, and performance-driven work ethics.

● Ensure quality client interactions focused on transparency and trust.

Key Responsibilities

● Engage with leads provided by the company and convert them into active clients through consultative discussions.

● Understand clients investment goals, risk appetite, and financial preferences to recommend suitable research products.

● Consistently meet and exceed weekly and monthly sales targets.

● Build and maintain strong, trust-based relationships with clients to encourage renewals and referrals.

Required Skills

• Extensive senior level full-stack software development experience with Node.js (2 or more years) with detailed understanding of user interface frameworks, back-end software architecture interactions and node module capabilities.
• Two or more years' experience with one or more JavaScript frameworks/technologies such as Express.js, Angular.js, React.js, MobX or Flux.js.
• Strong development experience with developing RESTful Web Services using Node.js.
• Comprehensive knowledge of Scrum and Kanban Agile development process and ceremonies including scrums, planning events, backlog grooming, retrospectives and demos.
• Complex programming, program debugging, data analysis, problem analysis and resolution of issues within open source applications.
• Strong communication and collaborative skills in providing technical direction and hands-on software development to include design, development and testing.

Desired Skills

• Client development experience with HTML, DHTML, CSS, JavaScript
• Experience with other JavaScritpt frameworks such as Express, Restify, Hapi, Sails, JOI, and Kinex.
• Javascript experience with ECMAScript2015 (ES6), ECMAScript2016 (ES7) or Bable compiler.
• Operating System and Infrastructure experience with Linux, Windows 7, Unix, Solaris, JMS, OOD, CVS.
• Experience with VersionOne Application Lifecycle Management Tools
• Experience with Jenkins and Continuous Integration.
• Standards & Protocols knowledge including XML, XSLT, WSDL, JSON.
• Experience with Testing Tools including Mocha, Chai, Sinon, Supertest, Enzyme, Instanbul, Selenium, Load Runner, JSLint and Cucumber.
• Experience with source code versioning and Pull Requests with Git and Stash.
• Experience with IDEs such as Sublime and Atom.
• Knowledge of SonarCube, Phabricator, Gerritt, Karma, Jasmine
• Knowledge of projects using SAFe methodology.
• Experience with DevOps processes and implementation.
• Experience with environments utilizing Cloud Technologies such as Amazon Web Services.
• Experience with NGiNX web server.

Proven experience as a UX Designer, UI Designer or similar role

Proficient in Knowledge of HTML/CSS; JavaScript is a plus

Strong portfolio of design projects

Background in project management and research

Familiarity with interaction design and information architecture

Proficient in design software

Problem-solving aptitude

Analytical mind with a business acumen

Excellent communication skills

About Actionboard

https://www.myactionboard.com">Actionboard is comprehensive suite of tools designed to provide actionable insights to entrepreneurs and business people proactively and on demand. Apart from this, Actionboard also provides extensive automation tools to accountants that lets them save time and improve the quality of their work.

What you will do:

• Implement features from end-to-end across the stack
• Work with product managers to understand business requirements and choose appropriate solutions
• Participate and actively contribute to the technical and product discussions

Our tech stack:

1. Ruby on Rails
2. Sidekiq
3. Vue.js
4. PostgreSQL
5. Google Cloud Platform

We handle problems that involve huge amounts of data and apply a lot of machine learning techniques in addition to regular web development work.

Why work on Actionboard:

• Challenging work: Actionboard handles a large volume of data which turns boring day-to-days tasks into interesting challenges. There is also a huge scope for applying machine learning and data science techniques if that sort of thing interests you.
• Work culture: We are serious but we like to have fun. We work hard but not to the point of burnout nor do we ever do all-nighters. Our team is filled with smart, hard-working, diligent types with a can-do attitude when presented with challenges. We are an intentionally small and agile team.
• Growth potentail: We have a half-yearly review process where we make it clear what objectives are needed to be achieved in order to advance to the next level. Promotions and pay increases are based on skills acquired and work performed.

Technical skills are we looking for:

• HTML/CSS/JavaScript experience
• At least a year of experience working with Rails
• Working knowledge in SQL
• Experience in a Test Driven Development approach

How your growth trajectory will look like at Actionboard:

We are a small company with no bureaucracy where rewards follow results very quickly. Below is the ladder a new developer in our team climbs.

Programmer in Training ( 0 - 6 months experience)

• Learn fundamentals of developing a web application with rails
• No ownership expected. No work related initiatives expected.
• Work will be extensively reviewed. And detailed feedback will be given.
• Works on simple routine problems

Junior Programmer (6m to 12m)

• Strengthen fundamentals of ruby, javascript, sql, html, css
• No ownership expected. No work related initiatives expected.
• Work will be heavily reviewed. And detailed feedback will be given.
• Works on simple routine problems but turns around much faster than person in training

Programmer (12m to 18m):

• Work is reviewed with the occasional need for significant direction or implementation changes.
• Follows established patterns and approaches within existing code bases with ease.
• Co-owns a feature along with a Sr. Programmer
• Works mostly on clearly defined and scoped individual features or problems.

Senior Programmer (18 months to 3 years)

• Work doesn't need to be reviewed, but general direction may be.
• Fully capable of taking substantial features from concept to shipping as the sole programmer (alongside a designer).
• Can provide feedback on the work of junior programmers and programmers.
• Deep expertise within at least one programming environment.
• Basic proficiency in at least one additional programming environment.

Lead Programmer (3 years to 5 years)

• Work happens completely autonomously with no regular need for review.
• Fully capable of owning and running entire subsystems of work (e.g. entire inbound/outbound Tally Sync worklow).
• Helps set and maintain professional standards for the entire organization.
• Deep, substantial expertise in multiple domains. e.g. Design
• Capable of running and directing small teams for substantial projects.

Principal Programmer (5 years to 8 years)

• Fully capable of designing, owning, and running entirely new, novel systems (design user activity tracking systems)
• Capable of running and directing larger teams for large, long-running projects.
• Invents new concepts, pushes the whole organization forward regularly. (e.g. Report Builder)

What is the work?

• You will be a part of Technology Team, involved in all the stages of architecture to development of our web based applications product.
• Designing and developing applications using Microsoft Technologies (ASP.NET MVC, C#, ASP.NET Core) with Angular or React JS
• Writing detailed programs through discussion with clients, clarifying what actions the program is intended to perform

What skills and experience are we looking for?

• Minimum 3 years of working experience in .NET based application.
• Must have knowledge with Asp.net Core 2.0 or higher, Web API & C#.
• Must have atleast 1 year of current working experience into asp.net core along with either Angular or React JS.
• A good understanding of modern front-end web development techniques including HTML5, CSS3, JavaScript, knockout, angular, react js, and jQuery libraries.

• Experience of debugging and troubleshooting websites and web applications.

• Knowledge of Azure and DevOps process and worked with 'Source control' (SVN/TFS/GIT/VSTS).
• Knowledge of Agile Development Methodologies like SCRUM.
• Willingness to learn and improve.
• Should possess strong problem-solving skills.
• Good Communication skills
• Has the ability to do multitasking and assist others by maintaining strong communication with colleagues and clients .

Turtlemint is a technology platform (http://www.turtlemint.com/">www.turtlemint.com) that facilitates the entire process of researching, decision-making and buying insurance. Turtlemint is building a unique insure-tech platform which is enabling the transaction of complex products with a simple and intuitive interface. On the supply side, Turtlemint aggregates more than 25+ insurers and enabled three unique demand channels. First, direct to consumer channels where users buy insurance products. Second, a network of more than 35,000 agents across India who use the Turtlemint platform to sell insurance. Third, the SaaS version of the same platform for large financial institutes, consumer applications, etc. Now it is expanding into other financial products like mutual funds.

Turtlemint is founded by IIT/IIM graduates, ex-employees of top companies like ICICI Lombard, Yahoo, eBay, and Quikr. Our management team has to experience building and growing many successful technologies and consumer companies. Turtlemint is growing rapidly and it is already amongst the top three insurance platforms in India. We are a well-funded startup, backed by leading Venture Capitalists, and began our business operations in September 2015. We strongly believe that as a technology-led company we can truly disrupt the 'old economy' financial services businesses, a multi-billion dollar industry in India.

Turtlemint promises to offer an intellectually enriching and fun work environment, and an opportunity to work with smart and dedicated colleagues. Come make an impact on millions of users on an important but often ignored aspect of their life - financial security & freedom!

Job Description  

Position: Engineering Manager

Role:  Engineering Manager  

Experience: 8-15 years  

Location: Mumbai/Pune

Responsibilities

• Lead a team of engineers and product managers in the ideation and technical development of product
• Provide strategic and operational oversight for Enterprise software product development
• Work closely with business leaders to develop short and long-term strategies
• Manage business expectations, resolve conflicts, and keep businesses aligned
• Define the processes needed to achieve operational excellence in all areas, including project management and system reliability
• Experience scaling and managing 5-20 person teams
• Develop and drive execution on 6 months and 1-year road maps
• Drive innovation, establish new approaches in improving productivity
• Establish a metrics-based organization, develop key operational metrics and push for continuous improvement.
• Ensure system security, data integrity, and accuracy of financial records

Skillset and Experience

• 8+ years of experience in building Enterprise software
• 8+ years of experience with programming languages such as Java, PHP, Python, or C++
• 5+ years experience with agile systems development methodologies
• 4+ years of experience managing engineering teams including hiring/termination and performance management
• 3+ years of experience with either Spring Boot, Play Framework, Django, etc

Bachelors in Computer Science or a related technical field, or equivalent experience 

Finally, and most importantly, drive, energy, and motivation to succeed with delivering great customer experiences 

Bonus Qualification

• Experience developing financial products like insurance, mutual funds, etc
• Ability to understand the business logic
• Organizational and analytical skills

What you get: 

• To work in an early-stage consumer internet start-up in disruptive space  
• To directly work with the founding team of graduates from IIT/ IIM and experience at top internet brands like Yahoo/ eBay  
• Great culture and work with like-minded colleagues  
• Health Insurance for yourself and your family