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Job Title: Sales Executive – Mutual Funds
Company: Aryumoney Services Private Limited
Location: Bhopal
Experience: 2+ Years
Salary: Up to ₹4 LPA
About the Company
Aryumoney Services Private Limited is a trusted mutual fund distributor focused on helping individuals achieve their financial goals through smart and disciplined investing. The company offers a wide range of investment solutions including mutual funds, SIPs, and financial planning services, backed by expert guidance and a customer-centric approach.
About the Role
We are looking for dynamic and result-driven Sales Executives who can drive mutual fund sales and build long-term client relationships. The role involves understanding customer needs, providing suitable investment solutions, and ensuring a seamless investment experience while achieving sales targets.
Key Responsibilities
- Identify, prospect, and engage potential clients through calls, emails, meetings, and networking activities.
- Understand clients’ financial goals, risk appetite, and investment horizon to recommend suitable mutual fund schemes.
- Educate clients about mutual funds, SIPs, market trends, returns, and associated risks in a clear and simple manner.
- Assist clients with investment processes including purchase, redemption, and portfolio management.
- Build and maintain strong, long-term relationships with clients to generate repeat business and referrals.
- Maintain accurate records of client interactions, sales activities, and compliance documentation in CRM systems.
- Stay updated with market trends, regulatory updates, and new product offerings.
- Consistently achieve assigned sales targets and contribute to team performance.
Key Requirements
- Minimum 2+ years of experience in sales (preferably in mutual funds, BFSI, or financial products).
- Strong communication and interpersonal skills.
- Good understanding of mutual funds and basic financial concepts.
- Ability to explain financial products in a simple and convincing manner.
- Target-oriented mindset with strong negotiation skills.
- Basic knowledge of CRM tools and MS Office.
What We Offer
- Growth opportunities in the financial services domain.
- Learning and development support.
- Professional and supportive work environment.
Job description
About Us-
At Vertical Fox, we’re building a modern SaaS platform that simplifies how companies manage employee benefits. As a product company, we obsess over getting the details right — especially when it comes to configuring complex insurance plans. Our clients count on us to make the confusing world of benefits… less confusing.
Key Responsibilities:
- Interpret and configure benefit plans, rate structures, and contribution strategies within our platform
- Analyze documents like SBCs, rate sheets, and benefit summaries with attention to financial implications
- Collaborate with software developers to test plan functionality and flag any issues or mismatches
- Help simulate edge cases and validate end-to-end user scenarios from a benefits perspective
- Assist Customer Success Managers in onboarding and maintaining client plan configurations
- Provide feedback to the product team based on actual client use cases and plan behaviours.
You’ll Excel If You:
- Are an MBA (Finance) graduate or have similar experience in financial analysis, insurance, or benefits
- Are detail-oriented and can spot a typo in a 20-page document without breaking a sweat
- Can think logically through how a benefits rule should behave in software
- Enjoy working in a team that includes both client-facing folks and developers
- Like the idea of combining structured work with some hands-on product exposure
- Want to build domain expertise in US insurance/benefits, finance-tech, or HR SaaS
Bonus Points If You:
- Have worked with US-based insurance or benefit plans
- Know your way around testing workflows or tools like Cypress or Postman
- Can handle a spreadsheet like a pro-Excel or Google Sheets or financial modelling tools
- Have experience in QA, even if basic, or have a curious mindset about how things break
Job Description
As a part of Design Team, we work on products that empower Recruiters to increase their productivity. We own these projects from start to finish and collaborate with a multidisciplinary team of developers, product managers, content strategists, and researchers to deliver the best possible experience.
Responsibilities:
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Create and communicate end to end user interface design specs, including high priority and high visibility complex interaction and dialog flows, wireframes, interactive prototypes
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Single handedly drive designs and oversee the strategic and tactical deliverables related to that project
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Coordinate and plan with other functions, including identifying the appropriate UX methods and tools to use depending on project constraints. Manage stakeholder expectations
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Understand both the user behavior and the technology components (speech, natural language) that make for a natural, efficient, and reliable machine-to-human conversation
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Support and contribute to the voice talent and persona definition process for different design situations
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Conduct usability tests using prototypes and incorporate findings and usage data to refine the design
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Develop design principles and style guides to be followed in a voice-first environment to create a consistent user experience
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Work in a highly iterative and nimble environment with product managers, engineers, and recruiters to get your design shipped
Requirements:
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Bachelors/Masters in Design, HCI, Cognitive Psychology, or any other related field
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4+ years of experience as an experience designer for web/mobile or voice applications
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Hands on experience with XD, Illustrator, Photoshop (or equivalent programs)
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Deep knowledge of UX design, user research, visual design, and Service design
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Experience working cross-team while taking feedback from product management, engineering, business and marketing
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Excellent problem solving skills along with deep empathy for users
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Good experience in designing mobile interfaces and responsive desktop sites
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Excellent written and communication skills
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Fluency in English and Hindi. Added bonus if you know other Indian languages
Preferred Skills:
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Experience with conversational product design
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Creativity, logical thinking, solid design process and detailed design presentations
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Familiarity with speech and natural language processing technologies
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Expertise in motion design or prototyping
Exp-Min Year
Location Kolkata-On site & Remote
Sal-Nego
JD
Hands on design and in depth development experience in Microsoft NET
· technologies including C#, ASP NET MVC, Web API, Entity Framework and LINQ
· knowledge of MS SQL Server 2014 above
· Experience with version control systems GIT
· Experience creating and consuming web services including REST JSON
· Skills (Technical / Specialist Skills)
· Proficiency in .NET Development with .NET Framework 4.5 or later, Asp.net MVC,
· C#, Web API, LINQ, Entity Framework, SQL Server 2014 or above, jQuery.
1. Lead a team of associates who are the first point of contact for members - identify, understand and resolve customer queries via chat support / email or call if necessary.
2. Foster cross-functional relationships with internal stakeholders and devise methods for improvement of overall customer experience
3. Work on process/workflow design to ensure root cause resolution of frequent customer queries. Develop service procedures, policies and standards
4. Record and document all relevant user feedback
5. Manage escalations. Take ownership of customers' issues and follow problems through to resolution.
6. Manage rotational shifts to ensure great 24/7 customer support (8-hour shifts | 6 days working | Weekday off)
7. Own customer satisfaction targets and resolve all user queries within specified timelines
8. Scale our processes, services, and systems playbook
9. Recruit, mentor and develop customer service agents and nurture an
environment where they can excel through encouragement and empowerment
10. Report back to company leadership on key KPIs and benchmarks. Aid in the ongoing development and management of new KPIs
Requirements
1. High empathy & a mindset to not simply ‘manage’ customers but to delight them. We need a customer champion.
2. You know how to make simple moments impactful. “Delight is in the details” is your work mantra.
3. You're a natural teacher and communicator.
4. 3+ years of experience in customer service. Prior experience in managing customer support operations via chat in a fast-paced startup environment
5. Experience navigating and resolving customer escalations that you'd tell your grandkids about
6. Excellent communication skills with expert-level fluency in English.
7. Excellent knowledge of management methods and techniques.
8. A highly driven self-starter, with very strong ownership of their work
9. Awareness of the industry’s latest technology trends and applications
10. Ability to think strategically and to lead. Advanced troubleshooting and
multi-tasking skills
What You will do
● Create beautiful software experiences for our clients using design thinking, lean and agile methodology.
● Work on software products designed from scratch using the latest cutting edge technologies, platforms and languages such as JAVA, python, Javascript, GoLang and Scala.
● Work in a dynamic, collaborative, transparent, non-hierarchical culture.
● Work in collaborative, fast-paced and value-driven teams to build innovative customer experiences for our clients.
● Help to grow the next generation of developers and have a positive impact on the industry.
Basic Qualifications
● Experience: 4+ years.
● Hands-on development experience with a broad mix of languages such as JAVA, Python, Javascript etc.
● Server-side development experience mainly in JAVA, (Python and nodeJS can be considerable)
● UI development experience in ReactJS or AngularJS or PolymerJS or EmberJS or Jquery etc. are good to have.
● Passion for software engineering and follow the best coding concepts. ● Good to great problem solving and communication skills.
Nice to have Qualifications
● Product and customer-centric mindset.
● Great OO skills, including design patterns.
● Experience with devops, continuous integration & deployment.
● Exposure to big data technologies, Machine Learning and NLP will be a plus.
Benefits
● Competitive salary.
● Work from anywhere.
● Learning and gaining experience rapidly.
● Reimbursement for basic working set up at home.
● Insurance (including a top up insurance for COVID).
Location
Remote - work from anywhere
Experience Required :
- Must have hands on development experience of 4 to 8 years.
Skills Required :
Candidate must have good experience in the following :
- Angular JS/Vue JS
- Java script/Jquery
- ASP.Net,
- SQL Server
- C#/LINQ
- WEB API Good To Have :
1. DevExpress / DevExtreme Third Party Control
2. HTML, CSS.
Content Writer
Responsibility
- Produce well-researched content for publication, social channel and website.
- Organize writing schedules to complete drafts of content or finished projects within deadlines
- Follow an editorial calendar, collaborating with other members of the content production team to ensure timely delivery of materials
- Develop related content for multiple platforms, such as websites, email marketing, product descriptions, videos, and blogs
- Monitor and analyze the performance of key performance indicators (KPIs) to offer suggestions for improvement
- Use search engine optimization (SEO) strategies in writing to maximize the online visibility of a website in search results
- Identify customers’ needs and gaps in our content and recommend new topics.
- Ensure all-around consistency (style, fonts, images and tone).
- Update website content as needed.
- Video Content Writing
Qualifications for Content Writer
- 1- 6 months experience as Content Writing Internship or Bachelor's degree in communications, marketing, english, journalism, or related field.
- Proven work experience as a Content Writer, https://resources.workable.com/copywriter-job-description">Copywriter or similar role.
- Experience doing research using multiple sources.
- Strong interpersonal skills and willingness to communicate with clients, colleagues, and management
- Portfolio of published articles.
- Good time management skills, including prioritizing, scheduling, and adapting as necessary
- Familiarity with each client's requirements and the company's brand image, products, and services









