Regional Business 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

Job Overview:

We are looking for a smart and proactive Business Development Executive with 1–2 years of experience in lead generation and B2B sales. You will be responsible for identifying potential clients, generating high-quality leads, and converting them into qualified opportunities through outreach, communication, and relationship building.

Key Responsibilities:

• Identify and research potential clients through LinkedIn, Google, directories, and B2B databases (LinkedIn, Sales Navigator, etc.)
• Run outbound campaigns via LinkedIn, cold email, and calls to generate interest.
• Qualify leads based on the ideal customer profile and buying intent.
• Maintain and update lead lists and activity in Google Sheets.
• Schedule discovery meetings and demos with qualified prospects.
• Present company offerings confidently and handle objections.
• Follow up with prospects and nurture them through the sales pipeline.
• Work closely with sales and marketing teams to align messaging and improve conversion.

Reporting & Coordination

• Track and report weekly lead and sales activity.
• Collaborate with internal teams to deliver a smooth handoff of warm leads to closers or account managers.

Requirements:

• 1–2 years of experience in B2B lead generation or business development.
• Familiarity with LinkedIn, Apollo, Sales Navigator, or similar outreach tools.
• Basic understanding of the sales funnel and buyer journey.
• Excellent written and verbal communication skills in English.
• Self-starter with strong follow-up skills and attention to detail.
• Comfortable working with sales targets and deadlines.

We are looking for a Flutter Developer to build and enhance our mobile application for Android and iOS. You will be responsible for developing a high-performance, user-friendly, and scalable app that delivers a seamless experience for travelers and property owners.

Key Responsibilities:

• Develop, test, and deploy Homly’s mobile application using Flutter.
• Optimize the app for performance, responsiveness, and smooth UI/UX.
• Integrate APIs, Firebase, payment gateways, and other third-party services.
• Work closely with designers and backend developers to ensure seamless functionality.
• Fix bugs, enhance app features, and ensure smooth navigation using GoRouter.
• Implement state management using Provider, Riverpod, or Bloc.
• Write clean, maintainable, and scalable code following best practices.

Job Responsibilities & Duties:

• Seminars for Career Guidance.
• Student counseling for career guidance.
• Advise students and parents about institute’s policies and procedures regarding admission, academics, and other activities.
• Maintain a database of student information, telephone logs and student feedbacks in order to generate student reports.
• Prepare reports and proposals, and respond to inquiries from students and external agencies.
• Tele calling to Potential Students for career guidance.
• Invite Potential Students for campus visit and admission Process (Entrance test, GDPI & Final Admission)
• Accepting and filtering student applications
• Processing student registration and payment
• Communicate with applicants about their application status, including acceptance/rejection
• Performs miscellaneous job-related duties as assigned.
• Content Development for E-Mails, Broachers & Websites

Minimum Job Requirements:

• Bachelor's degree; at least 3 year of experience directly related to the duties and responsibilities specified.
• Completed degree(s) from an accredited institution that are above the minimum education requirement may be substituted for experience on a year for year basis.

Knowledge, Skills and Abilities Required:

• Ability to develop and deliver presentations.
• Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.
• Ability to gather data, compile information, and prepare reports.
• Ability to communicate effectively, both orally and in writing.
• Knowledge of student admission and retention issues.
• Knowledge of the broad spectrum of available university academic units, curricula, and programs.
• Ability to develop, plan, and implement short- and long-term goals.
• Organizing and coordinating skills.
• Skill in the use of computerized systems and databases.
• Ability to design and write promotional material.
• Ability to evaluate student transcripts and/or records.
• Knowledge of Institute admissions policies, standards, and procedures.

 Responsibilities:

• Take ownership of entire features and components of the application lifecycle and lead the product design and code
• Collaborate with other members of the team to deliver large and complex features on time and to a high standard
• Be part of the development process and contribute improvements and suggestions, driving the quality of the code throughout the entire production
• Mentor other developers in the team and help maintain code, product, and process quality
• Partner with creative and management teams to ensure schedules and goals meet business and project
• Bring meaningful contributions to our products and the entire

Key Requirements :

• Has experience analysing website and application requirements.
• Has a thorough understanding of relational databases and security relating to PHP/MySQL
• Has expertise in HTML/CSS/JavaScript/jQuery
• Skilled in managing backend services and ensuring seamless data interchange between server and end-users.
• Knowledgeable with writing web services and REST APIs for web and mobile application integration.
• Has designed and maintained database experience.
• AWS can be a plus point

Internship Duties

As with any internship there are a mixture of duties, this internship will include some admin tasks as well as some great HR experience during your internship in a busy HR department.

Duration : 

4 months Internship part time Full time

ROLES AND RESPONSIBILITIES

• Organize and maintain personnel records
• Update internal databases (e.g. record sick or maternity leave)
• Prepare HR documents, like employment contracts and  new hire guides
• Revise company policies 
• Liaise with external partners, like insurance vendors, and ensure legal compliance
• Create regular reports and presentations on HR metrics (e.g. turnover ratios)
• Answer employees queries about HR-related issues
• Assist payroll department by providing relevant employee information (e.g. leaves of absence, sick days and work schedules)

• Participate in HR projects (e.g. help organize a job fair event)

• Gathering payroll data like working hours, leaves and bank accounts
• Screening resumes and application forms
• Assist in end to end recruitment
• Record all resumes and personnel documents in HR electronic files
• File physical HR records in HR filing cabinet
• Liaise with recruitment agencies
• Proof reading and editing consultant profiles
• Liaise with line managers recording HR issues
• Scanning and emailing HR documents
• Create Employee packs
• Coordinate Induction appointments
• Create interview appointments
• Creating job advertisements
• Phone screen applicants
• Data Entry and general administration
• Any extra duties the HR Consultant requires
• Complete appropriate paperwork for new and existing employees
• Send off training invoices to finance and liaise with them about getting it approved

• Provide administration support
• Corporate Tie ups via email, Linkedin, social media and calling for Placements 

• Understanding the product platform and its value add for related businesses
• Preparing monthly/quarterly/annualreports
• Perform other activities assigned by Management. 
• A flair for establishing an instant rapport with clients.
• Dynamic, aggressive, result oriented and a self-starter.
• Knowledge of MS office and related tools

Required Experience, Skills and Qualifications

Qualification: MBA-HR

Stipend-3000

Skills- Interpersonal skills, Communication skills, convincing skills.

• Very Strong knowledge and programming skills on C,C++
• Should have knowledge and experience of developing ANSI C based applications
• Capability to implement core technical functionality as per functional requirements of the solution
• Strong knowledge of data structures, concurrency control, objected oriented design and development (OOA& OOD)
• Working experience with Linux
• Adherence to source control and versioning – SVN is a plus