Role & responsibilities Key Responsibilities: Assist in the recruitment process, including job postings, resume screening, and interview coordination. Support the onboarding process for new hires, including documentation, orientation, and induction activities. Assist in planning and organizing HR events, training programs, and employee engagement activities. Assist in drafting and updating HR policies, procedures, and other relevant documentation. Address employee queries related to HR policies, benefits, and procedures. Perform other administrative tasks as required by the HR team. Benefits: Hands-on experience in various HR functions. Exposure to a professional and collaborative work environment. Learning opportunities from experienced HR professionals. Potential for a full-time opportunity based on performance and business requirements. Duration: 2-3 months

Manage Securities Lending and Borrowing (SLBM) processes Depository Master and Transactions file import /export for Back office software maintenance Execution of DP transactions for Pay-in / Pay-out obligations/ Margin Pledge / Repledge process/ Collateral Management. Handling Clients Master modification requests in DP back office and Depository System as Maker Level Ensuring that the transactions are processed within TAT. Account opening of all client categories such as Individual including NRI and Non - Individuals (Corporate, LLP, Partnership, HUF etc.) in various segments for seamless trading within regulatory frame work. Processing of Dematerialisation, Rematerialisation, Transmission, Pan modification, Freeze/Unfreeze, Pledge/Margin Pledge, NSDL Transfer Closure (Inter DP), DIS Scanning and Uploading to Depository. Ensuring compliance while processing DIS Instructions / Physical Instructions Preparation of Daily MIS reports of daily processes, Maintaining checklists and Resolution of queries within specified TAT Handling of Audit and inspection by exchange or depository participate regarding DP Operations Any other corelated work with DP Show more Show less

1. Strategic Planning and Leadership: • Develop and execute the sales strategy to drive business growth through the Independent Financial Advisor (IFA) channel. • Set and monitor sales targets, KPIs, and budgets for the IFA sales team. • Identify and capitalize on new business opportunities to expand the IFA network. • Provide strategic insights and recommendations to senior management for scaling the business. 2. Relationship Management: • Build and nurture strong relationships with IFAs to ensure high engagement and retention. • Address concerns and provide solutions to IFAs to ensure satisfaction and long-term collaboration. • Conduct regular meetings, training, and workshops to keep IFAs updated about products and services. 3. Sales and Business Development: • Drive B2B sales by onboarding and activating high-performing IFAs. • Collaborate with the product and marketing teams to design value propositions tailored for the IFA segment. • Analyze market trends, competition, and client feedback to identify gaps and opportunities. 4. Team Management and Development: • Lead, mentor, and motivate the IFA sales team to achieve individual and team objectives. • Conduct regular performance reviews, provide feedback, and implement improvement plans when necessary. • Foster a high-performance culture and ensure team alignment with organizational goals. Qualifications and Skills Required: • Bachelor’s/Master’s degree in Business Administration, Finance, or a related field. • Minimum 8 years of experience in B2B sales, in wealth management industry. • Proven track record of managing and growing the IFA network. • Strong understanding of financial products, including mutual funds, insurance, and portfolio Show more Show less

Strong understanding of financial instruments and operations. Processing of mutual fund transactions (online & offline). Coordination with AMCs and R&T agents.

Strong understanding of financial instruments and operations Processing of mutual fund transactions (online & offline) Coordination with AMCs and R&T agents Handling FD application processing & query Coordination with respective issuer for day to day updation Documentation and processing of capital gain bond investments Communication with issuing institutions Familiarity with regulatory and compliance frameworks (FD, Mutual Fund, CKYC, CVL KRA) Proficient in Microsoft Excel (including formulas, pivot tables), Word, and PowerPoint Preparing reports and maintaining data using MS Excel Show more Show less

Lead the end-to-end lifecycle of mutual fund products — ideation, design, regulatory approvals, launch, and performance tracking. Conduct in-depth market research, competitor benchmarking, and investor behavior analysis to identify product gaps and innovation opportunities. Ensure alignment of products with investment philosophy, regulatory requirements, and investor suitability norms. Develop and execute the overall sales strategy to achieve AUM targets across retail, HNI, institutional, and digital channels. Build and nurture strong relationships with key distribution partners: banks, IFAs, national distributors, and digital platforms. Minimum of 10 years in mutual fund/asset management companies with demonstrated success in both product and sales roles. Deep understanding of mutual fund regulations (SEBI guidelines), investor risk profiling, and product suitability framework. Proven leadership ability to manage cross-functional teams and distribution networks.

Develop and execute the sales strategy to drive business growth through the Independent Financial Advisor (IFA) channel. A good working relationship with IFA’s is extremely important. Identify and capitalize on new business opportunities to expand the IFA network. Build and nurture strong relationships with IFAs to ensure high engagement and retention. Collaborate with compliance teams to ensure IFAs follow all necessary regulations and processes. Key Skills: - Prior Experience of handling B2B Channel - Excellent Communication - Market & Product Knowledge

Do End to End recruitment Activities. Develop and post job descriptions on various job portals, social media, and company career page. Source candidates through databases, social platforms (LinkedIn, Naukri, etc.), referrals, and networking events. Screen resumes, conduct initial interviews, and coordinate technical/managerial rounds. Track and report key metrics (e.g., time-to-fill, offer-to-joining ratio) Stay updated on trends in recruitment, employer branding, and industry best practices Requirements Bachelors or Master’s degree – preferably in Human Resources, Business Administration, or a related field. Prior internship experience as an HR Recruiter will be an added advantage. Excellent communication and interpersonal skills. Strong understanding of recruitment process and platforms. Ability to maintain confidentiality. Analytical and problem-solving skills. Ability to work collaboratively with cross-functional teams Should possess excellent communication skills

Do End to End recruitment Activities. Develop and post job descriptions on various job portals, social media, and company career page. Source candidates through databases, social platforms (LinkedIn, Naukri, etc.), referrals.

Are you a visionary marketing leader with a passion for driving revenue growth, building iconic brands, and harnessing data-driven strategies to create market disruption? We’re seeking an innovative and dynamic Chief Marketing Officer (CMO) / Head of Digital Marketing to spearhead our marketing initiatives and propel our business to new heights. About the Role As our CMO/Head of Digital Marketing, you will be at the forefront of our strategic marketing efforts, responsible for aligning our brand vision with ambitious business targets. You’ll leverage your expertise in digital innovation, storytelling, and analytics to craft compelling campaigns that resonate with our Ideal Client Profile (ICP) throughout every stage of the customer journey. What You’ll Do • Strategic Marketing Leadership: o Develop and execute comprehensive marketing strategies that align with our overall business objectives, including revenue growth, market expansion, and enhanced brand reach. o Deep dive into our Ideal Client Profile to tailor marketing initiatives that effectively guide prospects along their buying journey. • Revenue Growth & Business Targets: o Own marketing-driven revenue and growth targets, collaborating closely with sales and finance teams to set and achieve ambitious business goals. o Design data-driven initiatives that contribute directly to profitability and long-term success. • Brand Management & Positioning: o Craft and implement branding strategies to enhance public perception and secure a competitive edge. o Conduct regular brand audits to fine-tune our market positioning. • Campaign & Budget Oversight: o Lead the design and execution of high-impact marketing campaigns focused on lead generation, conversion optimization, and customer retention. o Optimize marketing spend to maximize ROI, reallocating resources as needed to align with shifting business priorities. • Market Research & Trend Adaptation: o Perform in-depth market research to identify emerging trends and opportunities, using insights to pivot strategies in real time. • Customer Insights & Experience: o Leverage customer feedback and insights to enhance every touchpoint, ensuring a customer-centric approach that boosts satisfaction and loyalty. • Product Narrative & Storytelling: o Develop engaging, clear, and persuasive product narratives that communicate value and drive demand, tailored to every stage of the customer journey. • Digital & Social Media Strategy: o Lead a robust digital presence, crafting strategies across social media and content platforms to build brand awareness and convert leads into loyal customers. • Performance Metrics & Analytics: o Establish and monitor KPIs that directly link marketing activities to business outcomes, using data to continuously refine and improve campaign performance. • Strategic Partnerships & PR: o Build strategic partnerships and manage public relations efforts to bolster our brand reputation and visibility. o Represent the company at industry events, media engagements, and public forums to reinforce credibility and trust. • Team Leadership & Innovation: o Inspire and lead a high-performing marketing team, fostering a culture of creativity, accountability, and continuous learning. o Integrate cutting-edge marketing technologies to drive efficiency and support our strategic goals. • Crisis Management & Brand Protection: o Develop and execute crisis communication strategies to safeguard the brand and minimize business disruption. Who You Are • Experienced Leader: o A proven track record in brand management, digital marketing strategy, and campaign execution with measurable business impact. • Innovative Storyteller: o Exceptional communication skills and the ability to craft compelling narratives across various platforms. • Data-Driven Strategist: o Proficient in leveraging data analytics and performance metrics to drive decision-making and achieve revenue targets. • Collaborative Partner: o Experience working cross-functionally with sales, finance, and product teams to align marketing initiatives with broader business objectives. • Market Savvy: o Deep understanding of current market trends, digital tools, and CRM solutions that support a robust, data-driven marketing strategy. Why Join Us? • Impact: Play a pivotal role in shaping the future of our brand and driving significant business growth. • Innovation: Work with cutting-edge technologies and a forward-thinking team that embraces creativity and new ideas. • Culture: Thrive in a collaborative environment that values excellence, diversity, and continuous improvement. If you’re ready to lead transformative marketing initiatives and make a lasting impact, we’d love to hear from you! Apply Now via LinkedIn or send your resume and cover letter to careers@tipsons.com Join us on our journey to redefine the landscape of modern marketing!

Strategic HR Leadership: Develop and implement HR strategies, policies, and programs that support the business objectives, vision, and values of the organization. Talent Acquisition: Oversee the recruitment, selection, and onboarding of employees, ensuring the company attracts and hires top talent. Performance Management: Implement and manage performance management systems to drive employee performance and development. Employee Development: Develop and implement training and development programs to enhance employee skills and knowledge. Compensation and Benefits: Oversee the design and administration of compensation and benefits programs to attract and retain employees. Employee Relations: Manage employee relations, including conflict resolution and disciplinary actions. Compliance: Ensure compliance with all applicable labor laws and regulations. HR Operations: Manage the day-to-day operations of the HR department, including payroll, benefits administration, and HRIS. Industry Knowledge: Possess a strong understanding of the wealth management industry and its specific HR needs.

1. Analysis and Strategy o Analyze current processes and recommend improvements and better strategies. o Conduct market and competitor research to identify trends in wealth management. 2. Requirement Gathering o Collaborate with stakeholders to identify business needs, challenges, and opportunities. o Document detailed business requirements, user stories, and process workflows. 3. IT System Development and Integration o Communication with the IT Team based on the Business document prepared for explaining business requirements related to wealth management platforms, including CRM Systems, Back Office, Portfolio Management Tools and Client Reporting Systems. Support the implementation of digital tools for financial planning and wealth advisory services. 4. Project Management Support o Assist in project planning, tracking, and reporting progress. o Ensure projects are delivered on time and meet business expectations. 5. Stakeholder Communication o Prepare and present reports, strategic recommendations and dashboards to management. 6. Testing and Validation o Support quality assurance teams by validating solutions to meet business needs. o Perform user acceptance testing (UAT) and gather feedback for further improvement. 7. Compliance and Security o Ensure IT systems comply with financial regulations and industry standards. o Work with security teams to safeguard client data and ensure system resilience.

Playing a leading role in managing successful making the right choices to deliver excellent results to clients and achieve goals of organization. Responsible for the profitability and maximization of Return on Capital Employed within the Clusters. Developing, implementing, and maintaining a business plan for the Region. Managing the daily activities of the Region. Enforcing the company’s policies, principles, and procedures. Inspiring and motivating staff. Identifying then addressing team training and development needs Adherence to regulatory requirements Providing excellent service to customers Interpreting, analysing, and producing sales & financial data. Liaising with the Managers to develop innovative marketing strategies. Communicating clear business messages to staff. Responsible for dealing with complex and diverse managerial problems

Valuation in Merchant Banking Help Clients in Valuation Reporting Maintain a consistent and strong focus on Compliance and Risk Management Perform Special Projects and ad-hoc Business case analyses determined by the needs of Stakeholders

Exposure to Financial Markets & Trading Concepts Indian Market Microstructure Understanding of Financial Instruments Trading Concepts Risk Management in Trading Hands-on experience in Algorithmic Trading Development Building and Deploying Trading Algorithms Strategy Implementation Back testing and Optimization API Integration and Data Handling NSE/BSE API Consumption Robust API Error Handling Data Storage and Management