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Qualification:

Should have completed CS

Location

Marol, Andheri (5 mins walking from Marol station)

Job Description:

1.ROC form Fillings(MCA 21)

2.Drafting of Minutes, Notices, Agenda etc

3.RBI/ FLA/FATCA Compliance

4.Annual Filling (AOC-h,MGT-7)

5.Assistance in Statutory audit/Secretarial audit

Base Location - Kolkata

Area to Be Covered - Entire East India

I.Campaign Management:

• Develop and execute BTL marketing strategies aligned with overall marketing goal of acquiring new quality clients in that region. Identify new business opportunities and develop and implement marketing/business development strategies to grow the business
• Plan and manage BTL campaigns, including Seminars, Webinars, events, trade shows, sponsorships, contests, and guerilla marketing initiatives. Events may include but not limited to engagement in Residential societies, Malls, Business Parks, Corporate Offices etc
• Oversee the production of BTL marketing materials like brochures, flyers, and promotional items in coordination with the central marketing team, manage the execution of the collaterals and event, coordinate with sales team and drive conversions from leads acquired from the events
• Manage budgets and track campaign performance metrics like ROI and lead generation.
• ·Utilize local market research and knowledge to analyse local customer needs and coordinate with the sales team & central marketing team to create an effective local acquisition strategy to acquire high quality clients ready to invest in various asset classes including Equities, Commodity, Currency, Mutual Funds, Bonds, Structured Products, PMS, Insurance etc

II.Partnership & Collaboration:

• Identify and build partnerships with relevant organizations, vendors to amplify campaign reach and get maximum leads
• Collaborate with internal teams like sales, product, central marketing to ensure campaign effectiveness.

III.Reporting & Analysis:

• Generate reports analyzing campaign/event performance and provide insights for future optimization.
• Stay updated on industry trends and competitor activities in that region

KPIs:

1. Conceptualise, strategise, plan, execute, monitor and track conversion for 1 Physical Seminar in a reasonable Hotel every month for Retail products. Minimum attendance per event should be 100 (Masses being catered by Retail channel)
2. Conceptualise, strategise, plan, execute, monitor and track conversion for 1 Physical Seminar in a reasonable Hotel every month for PMS. Minimum attendance per event should be 30 (Classes being catered by Preferred and HNI)
3. Conceptualise, strategise, plan, execute, monitor and track conversion for 1 Physical event every month for Retail products in any housing society. Minimum workable leads/Registrations should be 50
4. Conceptualise, strategise, plan, execute, monitor and track conversion for 1 Physical event every month for Retail products in any Mall/Corporate Park/Offices. Minimum workable leads/Registrations should be 50

Desired Candidate Profile:

A team player, detailed, analytical, Data-Driven, self-motivated, with ability to analyse local market trends. Strong communication and relationship building skills with an ability to create actionable marketing strategies

Experience:

Minimum of 3 years’ experience in crafting and driving BTL and acquisition strategies

For Further Details pls connect on 8286011441

Job Location : Andheri -West , Mumbai

Job Description

Managing schedules for the Director

Draft, review & send communications on behalf of the Director .

Organize persons & information for meetings.

Manage routine & repetitive tasks for the Director.

Manage administrative tasks for the Director.

Coordinate travel arrangements for the Director.

Maintain, organize and update records & documents for the Director.

Skills:

Excellent verbal & writing skills in English.

Excellent time management skills.

Good multitasking ability.

Good time management.

Good documentation skills.

Good attention to detail.

Amiable personality.

Maintain confidentiality.

Preferably a basic understanding of financial markets.

Proficient in MS Office (Excel, Word & PowerPoint).

For further details please call us on 8286011441

#Executive Assistant

#Mumbai

#Immediatejoiner

Key Responsibilities:

·      Project Planning and Implementation: Develop detailed project plans, including objectives, timelines, and resources required. Ensure projects are implemented effectively, within budget and deadlines.

·      Community Engagement: Work closely with communities to understand their needs and ensure that projects are aligned with their expectations. Foster strong relationships with community leaders and stakeholders.

·      Monitoring and Evaluation: Regularly monitor project progress and assess its impact. Prepare reports on project outcomes and suggest improvements for future initiatives.

·      Fundraising and Budget Management: Assist in fundraising efforts, grant writing, and budgeting to ensure adequate resources for projects. Ensure financial accountability and transparency in all transactions.

·      Team Coordination: Coordinate with volunteers, staff, and external partners to ensure smooth execution of projects. Provide guidance and support to team members as needed.

·      Advocacy and Awareness: Promote the foundation's mission and projects through various platforms. Engage in advocacy to influence policy and practice related to the foundation's focus areas.

Required Qualifications:

·      Bachelor's degree in Social Work, Development Studies, or a related field.

·      Proven experience in project management, preferably in an NGO setting.

·      Strong understanding of community development principles and practices.

Desired Skills:

·      Excellent organizational and leadership abilities.

·      Strong communication and interpersonal skills, with the ability to engage effectively with diverse groups.

·      Ability to work independently and as part of a team, with a high level of initiative and flexibility.

·      Fluency in local languages and English.

Job Location - Andheri
 

Role- Head of Operations

Preferred Work Experience:

 Minimum 8 years of experience with a leading institutional brokerage house in a similar role

 In-depth understanding of institutional stock broking business and its facets like IT/infrastructure, risk management, operations and compliance.

 Experience in managing and working with multiple teams.

 Leadership and diligence.

 Comfortable working in a setup of a small, dynamic, growing organization that is continuously evolving. 

Key Responsibilities:

1. Operational efficiency: optimizing operational processes to enhance efficiency and productivity. Streamlining trading operations, settlement processes, and back-office functions to ensure seamless execution of trades. Overseeing day to day operations of the company

2. Risk Management: Oversee risk management to mitigate all kinds of risks involved in broking operations. Implementing risk assessment frameworks. Monitor client trading related risks.

3. Technology and Infrastructure: Responsible for overseeing the development and maintenance of trading platforms, order management systems, and other technological infrastructure to support trading activities efficiently.

4. Compliance and Regulatory Oversight: Work closely with compliance team to ensure adherence to relevant regulations, such as those set forth by regulatory authorities.

5. Financial Management: Playing a role in financial management, including budgeting, cost control, and financial planning. They may work closely with the accounts team to ensure the financial health and sustainability of the company.

6. Strategic Planning: Collaborating with the executive committee for strategic planning initiatives aimed at driving business growth and expansion.

7. Human Resource and Administration: Overseeing the HR and Admin teams to ensure meaningful performance management, performance reviews, feedback and trainings. 

For further details connect on 8286011441

#InstitutionalBroking

#Operations

#Andheri

Locations to be covered : Kolkata , Rest of West Bengal, Bihar , Jharkhand and Orissa.

Job Description

Campaign Management:

Develop and execute BTL marketing strategies aligned with overall marketing goal of acquiring new quality clients in that region. Identify new business opportunities and develop and implement marketing/business development strategies to grow the business

Plan and manage BTL campaigns, including Seminars, Webinars, events, trade shows, sponsorships, contests, and guerilla marketing initiatives. Events may include but not limited to engagement in Residential societies, Malls, Business Parks, Corporate Offices etc

Oversee the production of BTL marketing materials like brochures, flyers, and promotional items in coordination with the central marketing team, manage the execution of the collaterals and event, coordinate with sales team and drive conversions from leads acquired from the events

Manage budgets and track campaign performance metrics like ROI and lead generation.

Utilise local market research and knowledge to analyse local customer needs and coordinate with the sales team & central marketing team to create an effective local acquisition strategy to acquire high quality clients ready to invest in various asset classes including Equities, Commodity, Currency, Mutual Funds, Bonds, Structured Products, PMS, Insurance etc

Partnership & Collaboration:

Identify and build partnerships with relevant organizations, vendors to amplify campaign reach and get maximum leads

Collaborate with internal teams like sales, product, central marketing to ensure campaign effectiveness.

Reporting & Analysis:

Generate reports analyzing campaign/event performance and provide insights for future optimization.

Stay updated on industry trends and competitor activities in that region

KPIs:

1) Conceptualise, strategise, plan, execute, monitor and track conversion for 1 Physical Seminar in a reasonable Hotel every month for Retail products. Minimum attendance per event should be 100 (Masses being catered by Retail channel)

2) Conceptualise, strategise, plan, execute, monitor and track conversion for 1 Physical Seminar in a reasonable Hotel every month for PMS. Minimum attendance per event should be 30 (Classes being catered by Preferred and HNI)

3) Conceptualise, strategise, plan, execute, monitor and track conversion for 1 Physical event every month for Retail products in any housing society. Minimum workable leads/Registrations should be 50

4) Conceptualise, strategise, plan, execute, monitor and track conversion for 1 Physical event every month for Retail products in any Mall/Corporate Park/Offices. Minimum workable leads/Registrations should be 50

Desired Candidate Profile:

A team player, detailed, analytical, Data-Driven, self-motivated, with ability to analyse local market trends. Strong communication and relationship building skills with an ability to create actionable marketing strategies

Experience:

Minimum of 3 years experience in crafting and driving BTL and acquisition strategies

For further details .. please connect on 8286011441

Job Location : Andheri -West , Mumbai

Job Description

Managing schedules for the Director

Draft, review & send communications on behalf of the Director .

Organize persons & information for meetings.

Manage routine & repetitive tasks for the Director.

Manage administrative tasks for the Director.

Coordinate travel arrangements for the Director.

Maintain, organize and update records & documents for the Director.

Skills:

Excellent verbal & writing skills in English.

Excellent time management skills.

Good multitasking ability.

Good time management.

Good documentation skills.

Good attention to detail.

Amiable personality.

Maintain confidentiality.

Preferably a basic understanding of financial markets.

Proficient in MS Office (Excel, Word & PowerPoint).

For further details please call us on 8286011441

#Executive Assistant

#Mumbai

#Immediatejoiner

Job Locations : #Mumbai, #Hyderabad, #Delhi, #Bengaluru, #Chennai

📌 *Requirements:

- Experience in #GroupPlans - #GeneralInsurance  

- #B2BSales with a focus on #CorporateInsurance  

- Proven #TeamHandling experience  

🔑 *Responsibilities:*

- Drive #B2BSales through #EmployeeBenefitSchemes such as #Mediclaim, #HealthInsurance, and #AccidentalInsurancePolicy

- Advise and Manage #CorporateInsurance policies for general insurance

#TeamManagement

For further details , please connect on 8286011441