A leadership role reporting to the CEO, Operations’ Head will be responsible for driving operational excellence across the organization. If you have experience in bringing operational efficiency along with building scale, and are adept at establishing process excellence through technology and possess an impeccable work ethic, please send us your CV.

Location : Kochi, Kerala

Responsibilities :

• Collaborate with the CEO in planning and executing the company vision, operational strategy, expansion activities and talent management initiatives.
• Build scale, enhance productivity and improve customer experience by leveraging technology
• Lead operations to ensure efficient functioning across all verticals i.e. Finance, Compliance, Custodial transactions & Operations
• Manage and maintain successful relationships with partners and vendors

Qualifications and experience :

• 15 years’ experience in any of the related financial services industries like Investment Management, Portfolio Management, Banking of which over 5 years’ experience in leadership positions
• Chartered Accountant, ICWA, MBA Finance, CFA with hands on knowledge of Taxation.
• Demonstrated problem-solving, team management and decision-making skills, with steadfast resolve and personal integrity
• Hands-on experience in Technology Implementation, data analysis and performance metrics.

A leadership role reporting to the CEO, the Head - Client Relations will be responsible for developing and executing strategies for customer acquisition, retention and growth. If you are passionate in driving/ developing key growth strategies to onboard target customers and providing outstanding customer experience, please send us your CV.

Location : Mumbai, Maharashtra

Responsibilities :

• Develop and execute strategic revenue and growth plans by focusing on building the client base and enhancing customer experience.
• Provide expert knowledge and advice on the competitive landscape & developments in capital markets
• Be the custodian of the brand for Club Millionaire and build same with the best-in-class team.

Qualifications and experience :

• MBA from a reputed institute, with excellent presentation, negotiation and client-management skills.
• 15-20 years of proven service experience in any of the related financial services industries like Investment Management, Portfolio Management, Banking, of which 5+ years experience in an executive leadership position.
• Demonstrated negotiation, team management and decision-making skills, with steadfast resolve and personal integrity

A key role responsible for enhancing client experience by not only meeting their expectations but going the extra-mile as a customer champion. You will work with the Head of Client Services. If you are a self-motivated individual, possess outstanding communication skills and have relevant experience in a similar field, please send us your CV.

Location : Mumbai, Maharashtra

Responsibilities :

• Improve customer service experience and build sustainable relationships through open and interactive communication
• Take ownership of customers’ issues and follow problems through to resolution by providing appropriate solutions and alternatives.
• Ensure adherence to service procedures and compliance policies while serving customers within the expected time
• Maintain accurate records and document customer service actions and discussions.

Qualifications and experience :

• MBA in any field from a reputed institute. Certified Financial Planners will be given preference.
• 3-5 years of similar experience in any of the related financial services industries like Investment Management, Portfolio Management, Banking
• Working knowledge of Customer Relationship Management (CRM) practices & Salesforce
• Excellent communication (both verbal & written) and listening skills
• Demonstrable customer service, problem-solving and prioritization skills

The Relationship Manager will be the direct face representing the company and will be responsible for developing and strengthening client relationship providing excellent customer service and add value to the client. The role will report to the Head of Client Relations. If you have experience in customer relationship management and an outstanding work ethics, please send us your CV.

Location :Mumbai, Maharashtra / Kerala (different locations across state)

Responsibilities :

• Build & Strengthen Brand Club Millionaire in respective Geography
• Nurture existing relationships to deepen the existing wallet share and work with Head of Client Relations to acquire new clients.
• Grow existing portfolio by expanding the reach, creating pipeline of new-to-clients and onboarding them successfully.
• Understand client requirements, ensure timely execution of action plans and build relationships with internal and external stakeholders.

Qualifications and experience :

• MBA in any field from a reputed institute. Certified Financial Planners will be given preference.
• 8 years of experience in a client handling role in any of the related financial services industries like Investment Management, Portfolio Management, Banking.
• Exceptional customer service skills including attention to detail, problem-solving approach, negotiation skills, prioritization ability, diplomacy and most importantly patience.
• Working knowledge of customer relationship management (CRM) practices & Salesforce.
• Keen interest in financial, banking products and equity markets including the ability to research and analyze the data and related information.

The Investment Analyst is a vital position in our organization, reporting to the Chief Investment Officer. You will play a crucial role in driving growth by researching and interpreting relevant data. If you are self-motivated, have an eye for detail and advanced knowledge of research tools please send us your CV.

Location :Mumbai, Maharashtra

Responsibilities :

• Provide complete research support including financial modelling, valuations of companies, industry trends, equity analysis, market developments along with impact analysis, and analyzing policies / regulations and its consequences
• Conduct market research and create effective recommendation plans for investors, presenting them in specific formats covering company profile, financial analysis and investment suggestions backing up with detailed rationale
• Be on top of technological developments in data assessment across relevant industries to aid well-thought-out investment decisions for financial planning.

Skills and Qualifications :

• CA, MBA (Finance), M.Com, B. Com from a reputed college.
• Critical thinking, time-management and conceptualization skills with advanced knowledge of data analysis.
• Excellent reading, writing and verbal communication skills.
• Advanced Knowledge of Excel, documentation & presentation tools.
• Must be able to evaluate various businesses and understand intrinsic valuations

Along with your CV please send us an answer for the following question (maximum 500 words): "If you have Rs. 1,500 crore, what would you do with it now?"