Identify, approach, and acquire new clients through various direct sales techniques, including cold calling, face-to-face meetings, and networking. Generate leads and build a robust sales pipeline. Develop and maintain long-term relationships with clients to increase business opportunities and retain existing clients. Understand clients needs and provide suitable product recommendations to meet their requirements. Meet and exceed sales targets. Actively follow up with leads and ensure timely closure of deals. Conduct product presentations and demonstrations to clients, showcasing the benefits and value of the companys offerings. Work closely with the customer service team to ensure high levels of client satisfaction and address any issues promptly.

Managed relationship development and new client acquisition for MSMEs, SMEs, and family office. Acquired new institutional clients and reactivated dormant relationships. Monitored companies and promoters for cash/fund flows using various resources. Strengthened existing relationships to build a long-term asset base. Increased market share and revenue from assigned client relationships. Conducted meetings with clients and institutional brokers to understand their needs and recommend suitable products. Provided clients with regular updates on market developments and fund house perspectives. Created reports and business proposals using Excel and PowerPoint.

Role & responsibilities Payroll Management Process payroll accurately and timely for all employees, including calculating salaries, benefits, and deductions. Ensure compliance with statutory regulations and company policies related to payroll processing. Manage payroll audits, reporting, and reconciliation processes. Resolve payroll discrepancies and respond to employee queries regarding payroll issues. Coordinate with finance and HR teams for payroll-related budget forecasting and variance analysis. HR Business Partnering Serve as a strategic partner to assigned business units, aligning HR initiatives with business objectives. Support managers in workforce planning, talent development, and succession planning. Provide guidance on employee relations issues, ensuring fair and consistent application of company policies. Lead and support employee engagement initiatives, fostering a positive and productive work culture. Implement and manage performance management processes, promoting a high-performance culture. Compliance & Reporting Ensure compliance with all labor laws, tax laws, and company policies regarding payroll and HR practices. Prepare and present payroll and HR metrics reports to senior management as required. Manage documentation for audits and ensure adherence to data security protocols.

Role & responsibilities Coordinate daily customer service operations to ensure seamless delivery and prompt follow-ups. Deliver timely, high-quality assistance to customers across all platformsphone, email, chat, and inperson. Resolve customer inquiries efficiently or escalate them to the appropriate team as required. Track and manage customer issues from initial contact through resolution, ensuring accountability and satisfaction. Preferred candidate profile Preferred experience in the Mutual Fund industry , with a solid understanding of financial products and investor servicing. Proven track record in client handling , delivering prompt and professional support across various channels (phone, email, walk-ins). Skilled in resolving customer queries and providing end-to-end assistance, with the ability to escalate complex issues when needed. Experience in managing daily customer service operations , ensuring a seamless and customer-focused approach.

Role & responsibilities Co-ordination & Communication with Branches on Processes/Queries/complaints Handling Escalation and QTS from branches Providing regular reports to R & T agents Maintain & Report TAT on queries Co-ordinate with Compliance & Banking channels to ensure smooth flow of business operations Responsible to lead Distributor Services Team Co-ordination with accounts on timely release of brokerage Take charge of managing special brokerage payments Responsible for handling & resolving queries as the 1st level of escalation Analysis and preparation of MIS & Reports Ensuring that SLAs are met Preferred candidate profile