
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

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We’re Hiring: Senior Full Stack Software Developer
📍 Location: Bangalore (5 days/week, in-office)
About Dino Ventures
Dino Ventures is a Bharat-focused, app-first technology company with 5M+ app downloads across a portfolio of 10+ live applications. Our flagship products—including Samaj Saathi, Samjho, and Stick—serve millions of users across India, solving meaningful problems at scale.
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Frontend
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Intent > Experience > Skills
Why Join Dino Ventures?
- Build products that solve real problems for millions of Bharat users.
- Work across multiple products with opportunities to build new systems from scratch.
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If you enjoy solving challenging engineering problems, care deeply about software craftsmanship, and want your work to make a real-world impact, we’d love to hear from you.
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We're looking for a Prompt Engineer with hands-on experience in LLMs and AI-powered conversational experiences. This is a unique role where prompt engineering meets conversational design — you'll craft effective prompts, optimize AI behavior, and help design natural, engaging voice interactions powered by modern AI models.
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Digital Marketing Specialist with Expertise in Google Analytics and Targeted Email Campaigns
Job Type: Full Time
Location: Indore
Position Overview:
We are seeking a highly motivated and detail-oriented Digital Marketing Specialist to join our team. The ideal candidate will have expertise in using Google Analytics, email marketing tools, and analytics platforms to design and execute targeted email campaigns. This role involves leveraging data-driven insights to optimize marketing strategies, improve customer engagement, and increase ROI.
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SKILLS & QUALITIES:
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Driving Cost Management Projects (Cross Functional and otherwise)
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Due diligence of compliance & accounting policies
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Working capital and wealth management
Payroll processing











