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10.0 - 15.0 years
19 - 25 Lacs
Kolkata, Delhi / NCR
Work from Office
managingand expanding a substantial client portfolio, with Assets Under Management (AUM)ranging from 200 Crore to 300 Crore. This role offers an exceptional opportunity to provide be spoke financial solutions to high-net-worth individuals
Posted 3 days ago
2.0 - 6.0 years
0 Lacs
chennai, tamil nadu
On-site
As a Revenue Analyst, you will play a crucial role in managing the brokerage and commission processes for various financial products like mutual funds and insurance. Your expertise in numbers and Excel skills will be essential in ensuring the seamless flow of revenue while maintaining accuracy and standardization. By collaborating with internal teams and focusing on process improvements, you will not only resolve discrepancies but also enhance efficiency in revenue management. Your key responsibilities will include handling revenue inflows and outflows, managing margins according to planned budgets, and resolving any discrepancies or escalations effectively. You will also be responsible for preparing detailed MIS reports, offering insights on revenue distribution and trends, and identifying opportunities for process automation to streamline operations. To excel in this role, you should possess a Bachelor's degree in Finance or Accounting, with CA preferred, along with at least 2 years of experience in revenue management within the financial services industry. Strong communication skills in English and Hindi, advanced Excel proficiency, and excellent analytical abilities are essential. Attention to detail, problem-solving skills, and the ability to collaborate effectively with cross-functional teams will be crucial for success. Ideally, you will have experience in wealth management, banking, or distribution businesses, and a basic understanding of GST processes. This role is based in Chennai and requires your presence in the office full-time. If you are looking to gain valuable insights into the fintech ecosystem while making a significant impact on revenue management, this role might be the perfect fit for you.,
Posted 5 days ago
1.0 - 4.0 years
4 - 6 Lacs
Ludhiana, Delhi / NCR
Work from Office
Drive sales of insurance products including Life Insurance, Motor Insurance, Health Insurance, Corporate FD, and Mutual Funds. Identify and recruit Point of Sales Persons (POSP) and sub-brokers for the agency channel. Achieve monthly revenue targets.
Posted 1 month ago
6.0 - 10.0 years
25 - 30 Lacs
Mumbai
Work from Office
Ready to shift into an exciting new leadership role where you can make a difference? As a Country Brokerage Manager here at UPS , youll oversee customs clearance strategies and operations. Youll keep a close eye on your teams performance, delegating tasks and encouraging the supervisors in your team to grow in confidence. With your keen eye for detail, youll ensure deadlines and budgets are adhered to and met, offering feedback to internal teams on ways to improve standard operating procedures (SOPs). Youll also use your excellent communication skills to maintain close relationships with clients. If you have experience in customs operations and compliance management and love motivating people to grow, succeed and hit business targets, join us today. Youll join a company that values support and innovation, allowing you to be the best you can be. We cant wait to hear from you! Your Tasks: Manage brokerage compliance and processes to increase quality levels and cost efficiency Oversee brokerage exception reviews to meet customer expectations, avoid penalties and develop action plans Monitor brokerage productivity and manage reports by liaising with internal teams to assign goals and targets Ensure adherence to regulatory guidelines and communicate KPIs and areas of improvement to internal colleagues and external third-party stakeholders Offer mentorship and support, encouraging team members to develop personally and professionally Your Skills: A bachelors degree or equivalent is preferred; advanced qualifications in customs compliance and import regulations are advantageous Licenced Customs Broker, with G Card/F Card/Diploma preferred Good number of years exprience working in customs operations and compliance management Able to motivate team members, meet tight deadlines and communicate with stakeholders and internal management teams Analytical, with budgeting and MS Office skills.
Posted 1 month ago
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