Our client is more than 2 decades old NBFC registered with the RBI. The company was set up with an aim to empower rural entrepreneurs, SMEs, and small institutions by micro-financing. The company has come a long way since its inception in 1992 and has evolved with time with the introduction of its App in the small loans sector. At present, the company has more than 5000 employees and has serviced millions of borrowers to accomplish their dreams.
The group has diversified into the education segment and is running two schools. The schools are part of one of the largest private school chains in India. The schools have a flourishing family of 350 teachers and 6500 students. The leadership team at the helm of the company has demonstrable experience in financial services and has built the company by upholding the trust of its customers.
What you will do:
- Supporting the CEO in business planning, budgeting decision and relationship management
- Tracking progress of any new initiatives and present business
- Supporting CEO in communications by preparing presentations and financial statements
- Researching on the current trends/ business models
- Helping prepare for meetings and accurately recording minutes from the same
- Preparing and analyzing required data and reports
- Coordinating with all department heads for the tasks given by CEO
- Being in charge of all the periodic communications from the CEO's office
- Ensuring for the timely relevant escalations
- Managing bandwidth and assisting the CEO in prioritization
Desired Candidate Profile
What you need to have:- Excellent verbal and written communication skills
- Proficiency in Word, Excel, PowerPoint
- Attention to detail
- Ability to deal with people at various levels in the organisation
Shubham Vishwakarma
Full Stack Developer - Averlon
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- Create compelling and effective logos, designs, print and digital media
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- Proficient in Adobe Illustrator, Premiere Pro, Photoshop, After Effects (or any similar platforms)
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- Thumbnail creation (e.g., Midjourney, Leonardo AI)
- Strong English writing skills and basic understanding
- Use AI Text-to-Speech tools (e.g., ElevenLabs, Descript) to generate voiceovers
- A portfolio showcasing your work.
- Creative mindset with an eye for high-quality content and digital storytelling.
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Note: Send your Resume attached with Portfolio
Approach us early by filling out this form: https://forms.gle/iV4cvNqbeNgmuSxq5
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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
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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
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We are the Country's leading Private Security Agency and Facility Management Company, having 75 branches and a manpower of around 40000 across!
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Perfect knowledge of web analytics tools (e.g. Google Analytics, Heap, amplitude etc)
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Full Stack Developer - Averlon