Job Summary As per company standards The Associate Relationship Manager (ARM) – Mutual Fund is responsible for supporting client relationship activities, assisting in investment advisory, and driving mutual fund business growth in coordination with Relationship Managers (RMs). This role focuses…
Role Summary The Insurance Relationship Manager is responsible for managing customer relationships, promoting insurance products, driving sales, and ensuring high levels of customer satisfaction. The role focuses on achieving business targets, Handling claims, coordinating with internal Teams & External Insurance…
Role Overview The Associate Relationship Executive will be responsible for supporting client relationship activities, assisting RMs, handling client queries, and ensuring smooth execution of sales and service processes. The role involves coordination, documentation, client servicing, and basic financial product understanding.…
Role Overview The Front Desk Executive / Receptionist will be the first point of contact for visitors and callers. The role requires excellent communication skills, a pleasant personality, and the ability to manage multiple tasks efficiently. The candidate should be…
The Certified Financial Planner will be responsible for creating, reviewing, and implementing personalized financial plans tailored to new and existing clients. This role requires a comprehensive understanding of financial planning principles, investment strategies, and mutual fund products. The incumbent will…
Job Summary: We are seeking a proactive professional to join our Insurance Operations team. The ideal candidate will be responsible for managing day to day operational tasks related to insurance Renewals, claims processing and customer servicing to ensure efficient and…
We are looking for a dynamic and experienced Branch Manager to lead our corporate office in Tumkur. The ideal candidate will be responsible for managing branch operations, guiding the team, driving client engagement, and expanding the client base. Key Responsibilities…