Relationship Manager - Mutual Funds Sales

Roles and Responsibilities:

• Willing to familiarize yourself with the company's vision and mission seeking to accomplish set goals and objectives.
• Collating and maintaining client information in the CRM database and keeping the track of the team
• Strong Team leader who keeps the team on track
• Email & WhatsApp conversations with potential leads.
• Make potential leads understand our courses.
• Convert potential leads into customers.
• Learning & using our customer relations management software & others related computer software.
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Requirements:

• Excellent written and verbal communication skills
• Experience in Team leading in the International process
• Ability to work under pressure.
• Laptop is mandatory.
• Willing to work in a start-up environment (fast paced).
• Willing to work 6 days a week.
• Employment Type-Full-time

About the Organisation

NeevJivan Foundation is a socially driven NGO dedicated to empowering marginalized communities in rural Maharashtra through skill development, vocational training, and entrepreneurship programs. Our goal is to create sustainable livelihoods and reduce income inequality by offering underprivileged individuals the tools to succeed in the modern economy.

We have already seen success in Jawhar and Dahanu talukas in Palghar district and plan to scale further.

Role Overview

The Fundraising Associate will be responsible for researching and identifying funding opportunities, managing donor relationships, and ensuring effective communication with donors. The role involves corporate fundraising, crowdfunding campaigns, donor stewardship, and database management. The associate will play a key role in securing funds for NeevJivan Foundation’s programs and ensuring donor retention.

Role & Responsibilities

Fundraising & Donor Research

● Conduct research to identify potential corporate donors based on thematic areas (livelihood, skill development, women empowerment) and geographic focus.

● Identify key contacts through LinkedIn, websites, and other platforms for outreach.

● Initiate cold email outreach and follow up to convert leads into potential funders.

● Develop outreach strategies for identified donor prospects based on the research.

Donor Outreach & Engagement

● Send out initial communication and nurture relationships with potential donors.

● Manage the donor pipeline, ensuring seamless transitions from outreach to field visits and proposal submissions.

● Organize donor field visits and ensure engagement with NeevJivan’s initiatives.

● Maintain donor relationships through personalized communication, reporting, and timely acknowledgment (thank you letters, 80G receipts, etc.).

Grant & CSR Fundraising

● Coordinate the due diligence documentation required for donor partnerships.

● Develop and update fundraising collaterals, including narratives, reports, and storytelling materials.

● Explore new funding sources, such as domestic foundations and grants, and expand donor outreach.

● Facilitate the signing of multi-year contracts and MoUs with donors.

Crowdfunding & Event Management

● Organize and manage crowdfunding campaigns, leveraging digital marketing strategies.

● Plan and execute fundraising events to engage supporters and attract new donors.

● Coordinate with marketing and program teams to showcase impact stories and promote fundraising initiatives.

Donor Management & Reporting

● Generate donor reports, utilization certificates, and impact reports to ensure transparency.

● Maintain and update donor databases using CRM tools like Zoho.

● Ensure all donor-related documentation is completed efficiently and submitted on time.

Key Performance Indicators (KPIs)

● Identify 15-20 relevant donors annually with at least 30% conversion.

● Establish multi-year funding contracts and MoUs.

● Retain existing donors through strong relationship management.

● Expand donor outreach and secure new funding sources.

● Maintain an organized and updated donor database with streamlined reporting.

Skills & Competencies

Technical Skills

● Proficiency in MS Excel, Word, and PowerPoint.

● Strong verbal and written communication skills.

● Ability to prepare detailed reports and presentations.

● Basic knowledge of sales and marketing

Soft Skills

● Strong negotiation and relationship-building abilities.

● Detail-oriented and highly organized.

● Proactive, energetic, and results-driven.

● Ability to engage with senior-level stakeholders.

● Strategic thinking and problem-solving mindset.

Desirable

● Experience with CRM software (Zoho preferred) for donor management.

● Prior experience of B2B sales.

Collaboration & Reporting

● Work closely with program teams for field visits and donor engagement.

● Coordinate with finance teams for fund utilization reports.

● Collaborate with marketing teams for storytelling and donor reports.

● Report directly to the Founder and Director of NeevJivan Foundation.

Opportunities for growth

● Navigating donor priorities and shifting funding landscapes requires one to keep ears to the ground, and this role will foster the growth of sectoral knowledge.

● Securing positive responses from potential funders requires patience and persistence. This role will build the agility and flexibility required to change work approaches and styles based on the changing organisational and donor priorities.

● Opportunity to lead fundraising initiatives and gain entrepreneurial experience by working closely with the Founder.

● Potential career growth into strategic Development roles.

Education & Experience

● Minimum: Graduate (MBA in Marketing preferred).

● Experience: Minimum 2 years in fundraising, sales, or B2B engagement (mandatory). Social sector experience preferred.

Location & Compensation

● Location: Dahanu Taluka, Palghar District, Maharashtra.

● Salary: Competitive and aligned with industry standards based on experience.

NeevJivan Foundation is an equal-opportunity employer. We encourage passionate individuals who believe in sustainable social impact to apply.

We are looking "SAP FICO/TRM Consultant" for Reputed Client @ Chennai Permanent Role.

• 5+ Years of experience in FICO and FM. REFX and GM knowledge in preferred.

• Will be the single point of contact for any Finance user’s requirement.

• Will provide Level 1,2,3 support and raise SAP tickets if required.

• Will configure and develop the systems as per user requirements.

• Will coordinated and collaborate with any additional resources required to complete requirement or resolve an issue. Either with other SAP consultants or external resources.

• Solid Knowledge of SAP FI Sub-Modules, GL, AR, AP, FA, ans banking

• Good Knowledge of SAP CO Sub Modules, CCA, PC, and PA

• Good Knowledge of SAP Treasury Management Enf to End Implementation experience, for both public and prisectors

• Will be responsible to provide knowledge and training for users.

• Will be responsible to update the process related documentation.

Location: Rajarhat, Kolkata

Experience: 8 years and above

Salary: upto 15 lakhs

Qualification: B. Tech/ B.E./ MBA

Responsibilities:

• Assess change proposals and define solutions to help the organization to achieve its goals.
• Discover, organise and clarify business needs and review/produce applications for change.
• Prioritize requirements from various stakeholders.
• Technical documentation.

Skills:

• 4 - 5 years experience in technical documentation.
• Sound knowledge and experience with Agile.
• Experience in app making and web programming.

• Create high-quality HTML files based on the latest HTML5.
• Conducting website performance and usability tests.
• Troubleshoot any issues with the website.
• Meeting publication deadlines.

• In-depth knowledge of front-end coding languages including HTML, CSS, JavaScript, and JQuery.
• Familiarity with CSS preprocessors such as Sass and Less.
• Strong attention to detail.
• Experience with Photoshop, Illustrator, Figma, or other graphic design and layout tools.

• Leads more than one projects end-to-end and collaborates across functions. Drives planning, estimation and execution.
• Manages stakeholder expectations and offers scalable, reliable, performant and easy to maintain solutions
• Consistently delivers complex, well backed and bug-free products in time
• Consistently takes well thought technical/design decisions
• Develops expertise in more than one area and shares knowledge with others. able to mentor/train in areas which are new to them.
• Drives people to solve engineering challenges
• Enjoys high respect of Tech and other cross functional teams
• Demonstrates effective communication with project team, management and

internal/external clients as necessary.

• Surfaces both technical and non-technical team challenges and helps resolve them
• Champion for SDLC best practices and high quality standards

• Expert at in RoR, Golang, NodeJS or Python. Good to have exposure to ML.
• Must have experience in cloud computing
• Operates independently with almost no oversight
• Is able to apply domain expertise to think critically and make wise decisions for the

team, taking into account tradeoffs and constraints.

• Communicates tech decisions through design docs and tech talks
• Has delivered multiple projects with end-to-end engineering ownership
• Keeps track of new technology/tools and embraces them as necessary
• 7+ years of experience in product driven organization
• A Bachelors or Masters degree in engineering from a reputed institute (preferably

We are looking for an experienced Back-end developer to join our IT team! As a Back-end Developer, you will be responsible for the server-side web application logic as well as for the integration of the front-end part. 

• Be involved and participate in the overall application lifecycle
• Main focus on coding and debugging
• Collaborate with Front-end developers 
• Define and communicate technical and design requirements
• Provide training, help and support to other team members
• Build high-quality reusable code that can be used in thew future
• Develop functional and sustainable web applications with clean codes
• Troubleshoot and debug applications
• Learn about new technologies
• Stay up to date with current best practices
• Conduct UI tests and optimize performance
• Manage cutting-edge technologies to improve applications
• Collaborate with multidisciplinary team of designers, developers and system administrators
• Follow new and emerging technologies

• Manage sales operations in assigned district to achieve revenue goals.
• Supervise sales team members; the BSMs, on daily basis and provide guidance whenever needed.
• Identify skill gaps and conduct trainings to sales team.
• Work with team to implement new sales techniques to obtain profits.
• Assist in employee recruitment, promotion, retention and termination activities.
• Conduct employee performance evaluation and provide feedback for improvements.
• Contact potential customers and identify new business opportunities.
• Stay abreast with customer needs, market trends and competitors.
• Maintain clear and complete sales reports for management review.
• Build strong relationships with customers for business growth.
• Analyze sales performances and recommend improvements.
• Ensure that sales team follows company policies and procedures at all times.
• Develop promotional programs to increase sales and revenue.
• Plan and coordinate sales activities for assigned projects.