162 ANAND NIKETAN MANINAGAR CAMPUS JOBS

Job Description :Candidate should have minimum have 1 year experience into commodity desk.Candidate should have hands-on experience in trading on behalf of clients on commodity support desk.Activation of dormant accounts and doing 4 times of revenue target.Should be ok to work in morning and evening shift.Candidate should be NISM - 16 certified.Candidates speaking tamil or telugu will be preferred

The purpose of the Corporate Sales Role is to drive business growth by actively engaging with corporate clients, understanding their risk profiles, and offering insurance solutions that align with their business objectives. The role involves establishing strong client relationships, meeting sales targets, and ensuring client satisfaction.Key Expectations of the RoleClient Relationship Management:Build and maintain strong relationships with corporate clients by understanding their insurance needs and offering tailored solutions.Act as the main point of contact for clients, ensuring timely responses to inquiries and concerns.Sales Target Achievement:Set and achieve ambitious sales targets by identifying new business opportunities and upselling to existing corporate clients.Develop and implement effective sales strategies to drive revenue growth and meet business objectives.Market Analysis and Prospecting:Conduct market research to identify potential corporate clients and market trends relevant to the insurance industry.Prospect new clients, analyze their risk profiles, and create compelling insurance proposals tailored to their needs.Policy Presentation and Negotiation:Deliver persuasive presentations to clients, explaining insurance solutions and negotiating policy terms and conditions to secure deals.Collaborate with underwriters and insurers to negotiate favorable terms on behalf of clients.Documentation and Compliance:Ensure accurate and complete documentation of policies, contracts, and client information in compliance with company policies and regulatory requirements.Adhere to all legal and compliance standards while handling client transactions and business operations.Competencies Required for the RoleSales Acumen:Demonstrates strong sales skills, including prospecting, client engagement, negotiation, and closing deals.Understands the insurance market, products, and competitive landscape to effectively position our offerings.Communication and Influencing Skills:Possesses exceptional communication and interpersonal skills to effectively communicate with clients, influence decisions, and build rapport.Can articulate complex insurance concepts in a clear and understandable manner.Customer Focus:Puts the needs of clients at the forefront, demonstrating a client-centric approach to service and relationship management.Actively listens to clients to understand their requirements and concerns, providing suitable solutions.Strategic Thinking and Planning:Thinks strategically, identifying long-term business opportunities and formulating effective strategies to achieve sales goals.Develops action plans and executes them efficiently to meet and exceed targets.Interpersonal Skills: Strong interpersonal skills, including the ability to build relationships, negotiate effectively, and present confidently to corporate clients.Personal QualificationsEducational Background: A bachelor's degree in business, marketing, insurance, finance, or a related field is preferred.Experience: Prior experience in corporate sales, business development, or a similar role within the insurance industry is advantageous.Certifications: Relevant certifications in sales, business development, or insurance broking are beneficial.Technology Proficiency: Proficient in using CRM systems, Microsoft Office suite (Word, Excel, PowerPoint), and sales-related software.Experience 5 to 7 Years

The Preferred Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.Pre-Requisites: -Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.Selling of products: Mutual Funds, PMS, Structured Products.Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.Experience of advising clients across asset classes.Strong analytical skills and ability to work in teams.Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs. of stability)Roles & Responsibilities: -The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients.Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clientsTrack the Affluent & Super Affluent Client segment in the market for new client acquisitionTo research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into client’s portfolios.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.To conduct and assist in organizing seminars, workshops and other business development activities.In case there are any further questions feel free to reach out on adityaanerao@rathi.com or WhatsApp on 9819864010.

Execute the orders on behalf of clientsConfirmations of trade done by EODEnsure the volumes of trade are higher & clients trade frequentlyCross promoting of third party products of Anand Rathi to the same Clientele.Accurate & timely execution of orders on terminal (Sauda Punching on Terminal)Daily processing & confirmation of tradesPunch orders for clients on NSE / BSE terminalsMonitor client exposure limitsSolving Queries of the customersAfter Market Hours Cross Selling of Financial Product with existing clients

1. It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have a maximum number of own clients’ relationships and he/she should be aware of local market intelligence. 2. Promote Focus Product of the month 4. Maintain records of business on internal software CRM etc. 5. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products 6. Candidate should have experience in banking and broking industries and managing bank AUM of HNI Clients.

Direct sales profile so candidate should be able to acquire quality base NRI clients through networking, database and market intelligenceHe/she should have a maximum number of own NRI clients relationship and he/she should be aware of local market intelligenceCandidate should be able to acquire NRI Clients and also cross sell other available productsCandidate should have experience from banking and broking industries and managing bank AUM of NRI ClientsCandidate should be having 12-15cr of AUM into Equity & Investment ProductsCandidate should be managing min. 40-50 NRI clientsMin AUM 5-6cr from EquityRelevant Experience3-4 years

• Counselling of new students • Lead the sales process, establish contact, call and meet prospective students • Be the first point of contact for all sales-related queries and communication • Explain course details to students/parents • Provide guidance to students and parents on career decisions • Give presentation to prospective clients in education sector like colleges and universities • Represent the company at trade exhibitions, events and demonstrations • Prepare and maintain a master database of all prospects and their contacts • Responsible for day-to-day activities of centre, coordinating lectures between trainers and students Desired Candidate Profile: • IMMEDIATE JOINING • 1-2 years of sales / ed-tech experience • Excellent English communication and presentation skills, both verbal and written • Bachelor’s degree in any stream. • Charismatic, competitive and enthusiastic personality with negotiation skills • Excellent interpersonal and customer-facing skills • Expertise in Microsoft Office

The Preferred RM Head is the ultimate face of our Preferred vertical, as (s) he is going to be the final point of contact with the client.(S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.(S)he would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the right advisory.PRE-REQUISITES: -Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving sales through advisory approach of Mutual Funds, PMS, Structured Products and Bonds is a must.Overall experience of around 15-20 years in the desired role with team management experience of min 3-4 years.Should have stability of minimum tenure of 3-4 years in the current organization.Team managing and handling in the current experience is a must.Should have own set of Client relationships and AUM and also the team client relationships.ROLES & RESPONSIBILITIES: -Recruitment and managing a team of Relationship Managers / Senior Relationship Managers.Planning and achieving self and team sales targets through the defined Wealth Management products.The Relationship Manager will be Responsible for acquiring Preferred clients (HNI/Ultra HNI) (having min AUM of Rs5 Cr & above clients).Maintaining client relationships and generate AUM from Preferred clients.Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients based on Preferred's advisory approachTo learn and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios through the various notes shared by product team.Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process.Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team.To conduct and assist in organizing seminars, workshops and other business development activities.

It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligenceHe/she should have maximum number of own clients relationship and he/she should be aware of local market intelligencePromote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products

1. Audit Planning and Execution:Develop and implement audit frameworks to comply with SEBI SOAP guidelines. Plan and conduct systematic audits to assess operational risks, internal controls, and compliance standards. Evaluate the organization’s adherence to SEBI's regulatory requirements and best practices.2. Risk Assessment and Mitigation:Perform risk assessments for all processes related to the capital market, equity trading, and related activities. Identify operational inefficiencies and propose mitigation strategies to minimize risks. Monitor and report on risk metrics and key performance indicators.3. Compliance with SEBI Guidelines:Ensure the organization’s processes align with the SEBI SOAP framework, including operational and financial risk management. Stay updated with the latest SEBI regulations and amendments related to SOAP guidelines. Liaise with regulatory authorities and provide reports on audit findings, as required.4. Documentation and Reporting:Prepare detailed audit reports, highlighting observations, compliance gaps, and recommendations for improvement. Maintain accurate and comprehensive documentation of audit procedures and outcomes. Present findings and action plans to senior management and relevant stakeholders.5. Stakeholder Collaboration:Work closely with functional heads, risk management teams, and compliance officers to address audit observations. Train employees on SEBI SOAP guidelines and operational risk management practices. Act as a point of contact for internal and external audits.