Scrum Master

Job Summary:

The Head of Operation and Cross-Sell will be responsible for streamlining sales processes, managing client onboarding, ensuring compliance, handling financial reconciliations, deepening client relationships and supporting the sales team with strategy and execution. This role will bridge the gap between sales, operations, and marketing to drive efficiency and revenue growth.

Key Responsibilities:

1. Business & Sales Support:

·      Manage existing clients and onboard new clients.

·      Develop and execute client plans, including:

o  Financial plans

o  Investment strategies

o  Customized acquisition strategies

·      Support business expansion by identifying key partnerships and growth opportunities.

2. Sales Operations & Compliance:

·      Oversee sales workflows and processes for seamless execution.

·      Ensure compliance with regulatory requirements (AMFI, IRDAI, Licenses, KRA, etc.).

·      Support documentation and approvals for financial products and services.

3. Financial & Account Management:

·      Handle revenue tracking, invoicing, and collections.

·      Manage cash flow projections and reconciliations.

·      Follow up on pending payments and ensure financial compliance.

4. Partnerships & B2B Collaboration:

·      Identify and manage new tie-ups with partners.

·      Strengthen relationships with existing stakeholders.

·      Oversee documentation, agreements, and compliance for partnerships.

·      Develop B2B opportunities, including corporate tie-ups and financial wellness programs.

5. Deepening of Client Relationship

·      Interact with the existing clients to identify their investment mindset and offer customised solutions 

·      Strengthen relationships with existing clients

·      Cross-sell and up-sell investment products to the existing clients by understanding and identifying their needs

·      Responsible for the robust growth of AUM and Revenue from the existing client portfolio

6. Strategic Planning & Marketing Support:

·      Assist in the development of new products and services.

·      Support corporate strategy and marketing initiatives.

·      Collaborate with the marketing team on lead generation, branding, and sales campaigns.

Key Skills & Qualifications:

·      Master’s degree in Business, Finance, Marketing, or related field.

·      10-12 years of experience in sales operations, financial planning, or business development in the Mutual Fund / Wealth Management / Insurance industry

·      Strong analytical skills and ability to interpret financial data.

·      Experience in managing partnerships and compliance documentation.

·      Proficiency in CRM tools and sales analytics software.

·      Excellent communication, negotiation, and leadership skills.

Why Join Us?

·      Be part of a fast-growing, dynamic company with a collaborative work culture.

·      Exposure to strategic business development and sales operations.

·      Work with a collaborative team that values innovation and efficiency.

·      Opportunity to lead a critical function and shape the future of our sales operations.

·      Exposure to cutting-edge sales technology and processes.

If you are a strategic thinker with a passion for sales operations and a proven track record of success, we invite you to apply and be part of our team!

1. Work timings - You are the master of your time. However, with great freedom comes great responsibility. If you have committed something to the team, we expect that you will give it your best to make sure that commitment is done and is done on time.
   
2. Leave policy - Take a leave whenever for whatever reason you want. You don't need to explain yourself to us
   
3. Health insurance for you and your family

Job Title: Sr. MIS Executive

Location: Noida

Job Type: Full-time

Job Overview:

We are seeking a skilled and detail-oriented MIS (Management Information Systems) Executive to join our [department name] team. The ideal candidate will have a strong background in Excel and data management, with at least 1 year of experience in a similar role. The MIS Executive will be responsible for collecting, analyzing, and presenting data to support strategic decision-making and operational processes within the organization.

Key Responsibilities:

• Develop and maintain MIS reports and dashboards using Excel and other data management tools.
• Extract data from various sources and consolidate it for analysis.
• Interpret data, analyze results using statistical techniques, and provide ongoing reports.
• Identify trends, anomalies, and areas for improvement based on data analysis.
• Prepare and present reports, findings, and recommendations to management.
• Ensure data accuracy and integrity through regular audits and validation.
• Collaborate with cross-functional teams to gather data requirements and streamline data processes.
• Assist in the implementation of new data management tools and systems.
• Provide training and support to team members on data analysis and reporting tools.

Skills and Qualifications:

• Proven experience as an MIS Executive or similar role, with at least 1 year of experience.
• Advanced proficiency in Excel (pivot tables, VLOOKUP, macros, etc.) and other data management tools.
• Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
• Knowledge of databases and SQL will be an added advantage.
• Excellent communication and presentation skills.
• Ability to work independently and as part of a team in a fast-paced environment.

Benefits:

• Competitive salary package
• Health insurance
• Retirement benefits
• Paid time off
• Professional development opportunities

1. should have strong communication skill
2. able to communicate to client about technical solutions and needs
3. Able to deliver the project from end to end without management support
4. Should be able to code Full stack development Ex: MERN
5. Manage team independently
6. Minimum 5+ years of experience

Primarily we look for below following criteria :

• Good requirement gathering / BA skills
• Experience of Agile framework
• Domain – BFS : Wholesale / Retail etc. 
• Data Analytics & AI, Digital Banking experience

Required Skills:

• Fluency in any one of JavaScript, TypeScript, or Python.
• Strong problem-solving skills.
• Should have built large scalable enterprise applications from scratch.
• Strong experience in architectural patterns, High-level designs.
• Experience in NoSQL and SQL DBs.
• You have a knack for launching and iterating on products quickly with quality and efficiency
• Willingness to learn and ability to flourish in a dynamic, high-growth, entrepreneurial environment
• Hands-on, self-starter, capable of working independently
• True love for technology and what you do
• Maniacal attention to detail
• 3+ years of experience 

• Study design briefs and determine requirements
• Conceptualize visuals based on requirements

• Prepare rough drafts and present ideas
• Develop illustrations, logos and other designs using software or by hand
• Use the appropriate colors and layouts for each graphic
• Work with copywriters and creative director to produce final design
• Test graphics across various media
• Amend designs after feedback
• Ensure final graphics and layouts are visually appealing and on-brand

• Proven graphic designing experience
• A strong portfolio of illustrations or other graphics
• Familiarity with design software and technologies (such as InDesign, Illustrator, Dreamweaver, Photoshop)
• A keen eye for aesthetics and details
• Excellent communication skills
• Ability to work methodically and meet deadlines