Success Partner

Current Openings

SPHSAR4181

SALES MANAGER RETAIL (DST) Team Handling- Sarjapura

Role Overview The Home Loan Sales Executive is responsible for sourcing and generating home loan business through direct sales, referrals, channel partners, builders, and customer relationships. The role involves achieving sales targets, acquiring new customers, and ensuring a smooth loan application process. Key Responsibilities Business Development & Sales Generate leads for home loans through various channels. Acquire new customers and achieve monthly sales targets. Promote home loan products and related financial services. Build and maintain relationships with builders, real estate agents, and channel partners. Customer Relationship Management Understand customer requirements and recommend suitable loan products. Guide customers through the loan application process. Ensure high customer satisfaction and timely query resolution. Maintain regular follow-ups with prospects and existing customers. Loan Processing & Documentation Collect and verify customer documents. Coordinate with credit, operations, and legal teams for loan processing. Ensure compliance with company policies and regulatory requirements. Track loan applications until disbursement. Market Development Conduct market visits and identify new business opportunities. Analyze competitor offerings and market trends. Organize promotional activities and customer engagement programs. Key Performance Indicators (KPIs) Home loan disbursement value and volume Lead conversion ratio Customer acquisition numbers Revenue generation Channel partner activation and productivity Required Skills Strong sales and negotiation skills Excellent communication and interpersonal skills Customer-focused approach Knowledge of home loan products and mortgage processes Ability to work under targets and deadlines Relationship management skills

SQL Developer - Malad

• Responsibilities: • Develop and maintain advanced T-SQL scripts and queries. • Design and develop SSRS reports and SSIS packages. • Create and optimize complex SQL queries, stored procedures, views, functions, and triggers. • Perform query optimization and tune performance for database operations. • Implement data warehousing concepts for efficient data management. • Requirements: • Minimum 3 years of experience with SQL Server 2016/2019. • Proficiency in Git or similar version control systems. • Strong knowledge of SQL stored procedures and query tuning. • Familiarity with Power BI for data visualization. • Understanding of data warehousing principles. • Additional Skills: • Experience in operations management or business strategy is a plus. • Ability to interact with various internal teams for seamless operations. Strong analytical skills for problem-solving and decision-making

Date: 19-06-2026

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SPHSAR4175

Relationship Manager - Sarjapur

Role Overview The Relationship Manager is responsible for acquiring new customers, managing existing client relationships, and driving revenue growth through the sale of financial products and services. The role focuses on customer satisfaction, portfolio management, and achieving business targets. Key Responsibilities Customer Acquisition & Business Development Identify and acquire new customers through various channels. Generate leads and convert prospects into customers. Achieve monthly, quarterly, and annual sales targets. Promote company products and services to potential clients. Relationship Management Build and maintain long-term relationships with customers. Understand customer needs and provide appropriate financial solutions. Regularly engage with clients to increase product penetration and retention. Handle customer queries and resolve issues promptly. Portfolio Management Manage and grow the assigned customer portfolio. Cross-sell and up-sell products such as loans, insurance, investments, and deposits. Monitor customer accounts and identify opportunities for business growth. Service & Compliance Ensure high levels of customer satisfaction and service quality. Adhere to company policies, regulatory requirements, and compliance guidelines. Maintain accurate customer records and documentation. Reporting & MIS Track sales performance and customer interactions. Prepare reports on business achievements and pipeline status. Update CRM systems and maintain data accuracy. Key Performance Indicators (KPIs) Revenue and sales target achievement Customer acquisition and retention Cross-sell and up-sell performance Customer satisfaction scores Portfolio growth and profitability Required Skills Excellent communication and interpersonal skills Strong sales and negotiation abilities Relationship-building and networking skills Customer-centric approach Problem-solving and analytical thinking Time management and organizational skills

PCG Advisor – HNI Desk (Malad)

Date: 18-06-2026

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SPHDUR4167

Regional Sales Manager - Informal - Durgapur

• Role - Regional Sales Manager - Informal - Kolkata • No. of Openings – 1 • Loc – One ABC Kolkata • JB – 9 • CTC – up to 25LPA max • Educational Qualification – Graduation Compulsory. • Industry – HL, LAP, Mortgages background – experience in a mix of Informal and Affordable segments. HL: LAP Ratio – 70:30 • Profile – ROI (13 -15%) and product range – 10L to up to 60L • Team – Will manage a total of 6-7 SMs • Locations – Howrah, Kharagpur, Durgapur – 50km Radius. • Open Market experience is needed – Sourcing from RPs, Connectors, DSAs and Channel Partners. • Companies Targeted – Aadhar Housing, Jana Small Finance Bank, Ujjivan Small Finance Bank, Aavas Financiers. • Productivity – 6-7Cr/ Month – 1Cr per SM • NP – 60-90 Days • Age – 37+ years for Gentlemen candidates and max up to 40 years with deviation. • Role - Regional Sales Manager - Informal - Kolkata • No. of Openings – 1 • Loc – One ABC Kolkata • JB – 9 • CTC – up to 25LPA max • Educational Qualification – Graduation Compulsory. • Industry – HL, LAP, Mortgages background – experience in a mix of Informal and Affordable segments. HL: LAP Ratio – 70:30 • Profile – ROI (13 -15%) and product range – 10L to up to 60L • Team – Will manage a total of 6-7 SMs • Locations – Howrah, Kharagpur, Durgapur – 50km Radius. • Open Market experience is needed – Sourcing from RPs, Connectors, DSAs and Channel Partners. • Companies Targeted – Aadhar Housing, Jana Small Finance Bank, Ujjivan Small Finance Bank, Aavas Financiers. • Productivity – 6-7Cr/ Month – 1Cr per SM • NP – 60-90 Days • Age – 37+ years for Gentlemen candidates and max up to 40 years with deviation.

AI Adoption Trainer – Microsoft Copilot, M365 & Other AI Tools

We are looking for an experienced AI Adoption Trainer with strong expertise in the Microsoft ecosystem (M365 + Copilot) to drive enterprise-wide adoption of AI tools. This role focuses on enabling business users to integrate Microsoft Copilot and related AI tools into their daily workflows through hands-on training, use-case-based enablement, and behaviour change initiatives. The trainer will execute predefined business use cases from the AI Transformation team and ensure sustained adoption, productivity improvement, and measurable impact across functions. Key Responsibilities 1. Microsoft AI Training Delivery • Deliver hands-on training sessions on: o Microsoft Copilot (Word, Excel, Outlook, Teams, PowerPoint) o Microsoft 365 tools (SharePoint, OneDrive, Teams) • Conduct role-based workshops aligned to business functions • Run live demonstrations, labs, and scenario-based training 2. Use Case Enablement • Translate predefined AI use cases into: o Practical workflows using M365 tools o Step-by-step execution guides for business users • Enable adoption across functions such as: o Operations, Finance, Marketing, HR 3. Behaviour Change & Adoption • Drive AI-first ways of working using Microsoft tools • Identify adoption barriers and implement solutions • Build and enable Copilot Champions / Super Users network • Conduct refresher sessions and reinforcement programs 4. Content & Learning Material Development • Develop Microsoft-focused assets: o Copilot usage guides and playbooks o M365 AI productivity scenarios o Videos, quick reference cards, SOPs • Build role-based learning pathways for AI adoption 5. Adoption Measurement & Reporting • Track KPIs such as: o Copilot usage and feature adoption o M365 productivity improvements o Training effectiveness and coverage • Provide insights to: o AI Transformation team o Business and leadership stakeholders 6. Stakeholder Collaboration • Work closely with: o AI Transformation / CoE teams o IT / M365 administrators o Business leaders and functional heads • Support enterprise-wide AI rollout initiatives MUST-HAVE Skills (Critical – Mandatory) Microsoft Ecosystem Expertise • Strong hands-on experience with: o Microsoft 365 suite (Word, Excel, PowerPoint, Outlook, Teams) o SharePoint Online, OneDrive, Teams collaboration • Proven exposure to: o Microsoft Copilot (or similar GenAI tools within enterprise) • Understanding of: o M365 workflows, collaboration patterns, and productivity use cases Training & Facilitation • Experience in: o Delivering end-user training (in-person + virtual) o Designing interactive workshops and learning programs • Strong presentation and facilitation skills AI & Digital Adoption • Understanding of: Generative AI concepts and business use cases • Ability to: Translate AI tools into practical business value Business Enablement Skills • Ability to: o Map tools like Copilot to real job tasks o Simplify technical concepts for non-technical users Communication & Stakeholder Engagement • Strong communication and storytelling skills • Ability to engage across: o Business teams, leadership, and technical teams GOOD-TO-HAVE Skills Experience with: • Power Platform (Power Automate, Power BI, Power Apps) • Digital Adoption Platforms (Whatfix, WalkMe) Knowledge of: • Change management frameworks (ADKAR, Prosci) Certifications: • Microsoft Certified (M365 / Azure AI / Copilot) • L&D or facilitation certifications Success Metrics (KPIs) • Increase in Microsoft Copilot adoption (% users, frequency) • Growth in M365 productivity usage patterns • Training effectiveness (feedback, completion rates) • Use-case adoption across business functions • AI Champion network development and impact Key Competencies • Strong user-centric thinking • Ability to drive behaviour change (not just training) • Practical, outcome-focused mindset • High energy and engagement skills • Continuous learner (AI + Microsoft ecosystem) Experience & Qualifications • 5–10 years of experience in Training / Digital Adoption / L&D / Technology Enablement • Hands-on experience with Microsoft ecosystem implementations or training • Exposure to Enterprise-wide tool adoption programs • Bachelor’s degree in computer science, IT, or related field (or equivalent experience).

Date: 11-06-2026

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SPHMUM4148

Quality Analyst (Automation Testing) Female

We're Hiring a Quality Analyst (Automation Testing) at Motilal Oswal. If you have 3–5 years of experience in Selenium, Java, API testing, and automation framework development—and have worked on Wealth_Management, Broking, Trading, or Capital Markets applications—we'd love to connect. We're looking for professionals who can help us build reliable, scalable, and high-quality technology platforms that power investment experiences for millions of investors. Key Skills: • Selenium & Java • API Testing • Automation Framework Development • TestNG / JUnit • CI/CD Integration (Jenkins, Maven) • Manual & Automation Testing Preferred Domain Experience: • Wealth Management • Capital Markets • Broking Platforms • Investment Products • Financial Services Technology

Date: 10-06-2026

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SPHMMR4147

Tele Verification - FWA Operations

1) Job Purpose: Write the purpose for which the job exists (in 2-3 lines) (Max 1325 Characters) The Tele/Video investigation Officer is responsible for conducting remote investigations of health insurance claims to ensure accuracy, detect potential fraud, and validate supporting documentation. The role requires strong analytical skills, excellent communication, and adherence to regulatory and ethical standards. 3) Preferred Attributes:  Experience in telephonic customer interaction roles.  Knowledge of IRDAI guidelines.  Knowledge of health insurance and investigation. 4) Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)- Maximum 10 KRAs can be updated Key Result Areas (Max 1325 Characters) Supporting Actions (Max 1325 Characters) Accuracy of investigation reports By conducting telephonic conversation with the insured Closing cases within the IRDAI prescribed TAT By adhering the quality at every step Maintaining a good success rate By providing timely closure Compliance with regulatory standards By maintaining the quality report & TAT ` Annexure I : ABG Job Description Template ` HayGroup Job Description Template 2017 5) Job Purpose of Direct Reports: Describe the job purpose of the direct report/s to the job (in 2-3 lines for each report)  Conduct telephonic investigations with claimants, hospitals, doctors, and other stakeholders to verify claim details.  Review medical records, bills, and supporting documents for authenticity and compliance.  Identify potential fraud indicators and escalate suspicious cases along with collecting supporting documents for these cases.  Document findings in detailed investigation reports for internal review and regulatory compliance.  Collaborate with Senior FWA manager to resolve discrepancies.  Maintain confidentiality and ensure compliance with data protection and insurance regulations.  Provide recommendations on claim approvals, denials, or further investigation needs.  Track investigation timelines to meet service-level agreements (SLAs). 7) Organizational Relationships: Provide the structure for a level above and below the position for which this job description is written. Use position titles in the structured and indicate all the reports of the position. Functional Head Manager Team lead Senior Manager ` Annexure I : ABG Job Description Template `

Date: 10-06-2026

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SPHDEL4127

Manager Ops - FWA - Delhi

1) Job Purpose: Write the purpose for which the job exists (in 2-3 lines) (Max 1325 Characters) The purpose of this role includes 1.To do investigation of the cases referred to FWA team, do the quality check of cases referred to investigation and at additional observation point for investigation allocate case to vendor in a given TAT and take follow up with vendor to cover 3- 5 parameter along with supporting investigation documents which will help in taking final decision on claim. Payable/rejection, query). FWA manager need to also monitor closely to vendor on quality of investigation, parameters covered during investigation, evidences collected during investigation. Adherence to investigation TAT, vendor involvement with nexus are giving wrong report. In branch level they also need to observe FLS, local hospitals, vendors, customers, sales manager, provider manager involved in any fraudulent activity and same need to be reported to zonal manager and vertical manager. 2) Dimensions: Mention quantitative or qualitative parameters that are relevant for the job and provide a better understanding of the scope and scale of the job. Business Workforce Number (Max 254 Characters) On Roll – 6000+ Offroll/ Part time – 4000+ Unit Workforce Number (Max 254 Characters) On Roll – 6000 Offroll/ Part time – 4000+ Function Workforce Number (Max 254 Characters) On Roll – 800 Offroll/ Part time - 279 Department Workforce Number (Max 254 Characters) On roll – 29 Off roll - 2 Other Quantitative and Important Parameters for the job: Budgets/ Volumes/No. of Products/Geography/ Markets/ Customers or any other parameter 3) Job Context & Major Challenges: Write the specific aspects of the job that provide a challenge (internal and external) to the jobholder in the context of the Business/Unit/Function/Department/Section ((Max 3975 Characters) 1) Once the claim verification request is received from company, QC manager will study the claim, make additional triggers, refines triggers, to form customize questionnaire according to trigger, to allocate the claim for field investigation. 2) To monitor activity of field officers, to guide them and to get the claim investigated according to trigger and as per protocol, to take daily and timely updates, to maintain updates in our data. 3) To verify/ analyses evidence collected by field officers, to guide them if any rework is needed. Guide vendor to cover minimum 3 to 5 parameter (Insured, Hospital, treating Doctor, Lab & Pharmacy) as per case requirement ` Annexure I : ABG Job Description Template ` HayGroup Job Description Template 2017 3) Job Context & Major Challenges: Write the specific aspects of the job that provide a challenge (internal and external) to the jobholder in the context of the Business/Unit/Function/Department/Section ((Max 3975 Characters) during field investigation. 4) Coordinate with vendor, to make closure report as per format, to close the FWA in portal of ABHI, to update FWA Manager / Central OPS team through mail about closure of claim. 5) To monitor claims from allocation to closure and to maintain quality of investigation. As per given product TAT for investigation. 6) To deliver assignment in TAT, we need to manage vendor smartly so that we need not to work on weekends and public holidays. 7) To maintain harmonious relationship with all managers in FWA, Claim, provider team, higher management staff in branch location, / clients/ Vendors/officer managers/supporting staff. 8) To maintain target of company, 95% TAT and 30% Success ratio, A grade quality evidence with minimal escalations, to maintain hygiene in document collection. 9) Confidentiality of work, Nature of work and insured’s data base should be protected with utmost care. Digital work ethics like – keeping camera on while attending meeting, prior information about late joining, distraction at background while Microsoft Teams/ Digital/Virtual meet/ training Challenges – To execute all strategies, duties, efforts which increases business of company in ethical way. a. To perform all those activities to cut down the claim cost of the company. b. To identify, investigate and to report nexus/ fraud claims/ fraud advisor etc if any c. To maintain data of all investigated cases, to identify fraud/ new fraud hospitals/ fraud pathologist/ fraud pharmacy/ fraud customers which will improves overall performance. d. To maintain secrecy of our internal or external data. e. No opinion/pro rejection/query cases discussion with Zonal Manager /Claim manager prior closure. 4) Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)- Maximum 10 KRAs can be updated Key Result Areas (Max 1325 Characters) Supporting Actions (Max 1325 Characters) 1.Investigation Portfolio Management - assigned Geography 2.Innovative Investigation practices & Fraud prevention measures 1.a) Portfolio Monitoring & Management. 1.b)Investigation performance w.r.t success rate & TAT 1.c)Look after quality of triggers , referrals & quality of investigation for better outcome. 1. d) Portfolio Impact in retail & group 2.a) Number of seeding activities carried out & Outcome 2.b) Number of fraud hospitals identified and DE panelled from the network ` Annexure I : ABG Job Description Template ` HayGroup Job Description Template 2017 3. Vendor Management 4. Escalation & litigation 2.c) Insured / Advisor / Hospital Blacklisting 2.d) No. of policies recommended for cancellation 2.e) No. of policies tagged for renewal block 2.f) dummy cases to be investigated against investigator and report to be submitted 2.g) Project for suspected fraud location 2.h) no hospital infrastructure audit/month which resulted in to DEempanelment/blacklist/recovery etc. 3.a) Vendor development 3. b) Vendor Training 3.c) vendor performance monitoring 4.a) Escalation to next level 4.b) Cases present in Ombudsmen / litigation 5) Job Purpose of Direct Reports: Describe the job purpose of the direct report/s to the job (in 2-3 lines for each report) Loss minimization by rejecting non payable claims, improve customer satisfaction by quick settlement of payable cases. 6) Relationships: Describe the nature and purpose of most important contacts or relationship (except superior/team members) with individuals, departments, organizations inside and outside of the organization, that job is required to interact with in order to deliver the job objectives Relationship Type (Max 80 Characters) Frequency Nature (Max 1325 Characters) Internal Claim Team Underwriting team Provider team Market conduct team Grievance team Legal team Daily Baisis Case to case basis Fortnightly basis Monthly basis As & when required As & when required For claim decision where difference of opinion For policy termination For de empanelment /blacklisting of providers For involvement of internal employee and sales employee As &on when post rejection when we receive escalation /grievance of the claim As & on when case gone in legal forum External NA ` Annexure I : ABG Job Description Template ` HayGroup Job Description Template 2017 7) Organizational Relationships: Provide the structure for a level above and below the position for which this job description is written. Use position titles in the structured and indicate all the reports of the position. SIGN-

Territory Manager – Indore

Role Designation: Territory Manager - Franchisee Biz Department: Sales-Franchisee Acquisition Function: Franchisee Company: MOFSL Reporting to: Team Leader-Franchisee Biz Location: Mumbai – Western / Central Job Purpose Responsible for Sourcing & Acquiring New Franchisee in his mapped territory. Managing the existing mapped franchisee his territory and ensure the Business Development of all the existing franchisee. Business conversion of all the newly acquired franchisee. Key Deliverables 1. Responsible for Sourcing & Acquiring New Franchisee in his mapped territory. 2. Managing the existing mapped franchisee his territory and ensure the Business 3. Development of all the existing franchisee. 4. Business conversion of all the newly acquired franchisee. 5. Cross – selling of investment products. 6. Follow up with the advisor to understand the revenue progress of franchisee, joint franchisee meetings of advisor along with TM/RFM 7. For coordinating the franchisee compliance of Internal /Regulatory Audit query. 8. For compliance of statutory requirements. 9. Co-ordinating for all the old franchisee related issues, limits, Brokerage payout, account opening, charges, debits & escalations 10. Co-ordinating for New Franchisee Operational training & ensure proper & timely training are given to all the new franchisee 11. For ensuring superior customer experience including smooth administrative activities like client activation, welcome kit etc Role Requirements o Educational Qualifications: Graduate/Post Graduate/ MBA Marketing o Additional Certification: NISM o Prior Experience: 1+ years in broking business or BFSI Sales. o Domain Knowledge: Knowledge of broking, Capital Markets, Banking. o IT Skill: MS Office, Internet etc. o Must have good communication and should be aggressive and passionate about market

State Head - Raipur

Key Responsibilities Business Development & Revenue Growth • Drive state-level business targets across: o Derivatives o Bonds o Portfolio Management Services (PMS) o Alternative Investment Funds (AIF) o Mutual Funds • Develop and execute state business plans aligned with organizational objectives. • Drive AUM growth, client acquisition, revenue enhancement, and product penetration. • Identify market opportunities and formulate strategies to increase market share. Distribution & Channel Management • Lead and manage branch, franchisee, relationship manager, and partner networks across the state. • Expand distribution reach through channel partners, IFAs, wealth managers, and institutional relationships. • Monitor productivity and profitability of distribution channels. • Ensure effective implementation of sales campaigns and product launches. Team Leadership • Build, mentor, and lead high-performing sales and relationship management teams. • Set performance goals, conduct reviews, and implement development plans. • Foster a culture of accountability, customer centricity, and performance excellence. • Drive recruitment, retention, and succession planning for key roles. Client Relationship Management • Develop relationships with HNI, UHNI, family offices, corporate treasuries, and institutional clients. • Conduct investor awareness programs, product presentations, and client engagement events. • Support teams in acquiring and managing key strategic accounts. • Ensure superior client experience and retention. Product Advisory & Market Development • Collaborate with product, research, and investment teams to drive product adoption. • Provide market insights and competitive intelligence to management. • Promote cross-selling opportunities across wealth and capital market products. • Drive advisory-led conversations for asset allocation and investment solutions. Governance, Compliance & Risk Management • Ensure adherence to all regulatory requirements and internal policies. • Maintain high standards of compliance, suitability, and client documentation. • Monitor business risks and implement corrective measures where necessary. • Ensure ethical sales practices across all channels. Stakeholder Management • Work closely with regional leadership, product teams, operations, compliance, and marketing. • Represent the organization at industry forums, client events, and partner meetings. • Build strong relationships with key external stakeholders and distribution partners. Key Performance Indicators (KPIs) • Revenue achievement versus target • AUM growth • Net sales across product categories • Client acquisition and activation • Cross-sell ratio • Channel productivity • Team performance and retention • Partner engagement and expansion • Compliance and audit scores Desired Candidate Profile Education • MBA / PGDM in Finance, Marketing, or related discipline. • NISM certifications and relevant capital market certifications preferred. Experience • 12–18+ years of experience in wealth management, capital markets, asset management, or financial services. • Proven experience managing state or regional business responsibilities. • Strong exposure to derivatives, bonds, PMS, AIF, and mutual fund distribution. • Demonstrated success in leading large sales and distribution teams. Skills & Competencies • Strategic business planning • Wealth management and investment product expertise • Leadership and people management • Sales and revenue management • Relationship management with HNI/UHNI clients • Distribution channel development • Negotiation and influencing skills • Analytical and decision-making ability • Regulatory and compliance awareness • Strong

Date: 02-06-2026

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SPHDEL4069

Territory Manager - Delhi

Responsible for Sourcing & Acquiring New Franchisee in his mapped territory. Managing the existing mapped franchisee his territory and ensure the Business Development of all the existing franchisee. Business conversion of all the newly acquired franchisee. Key Deliverables 1. Responsible for Sourcing & Acquiring New Franchisee in his mapped territory. 2. Managing the existing mapped franchisee his territory and ensure the Business 3. Development of all the existing franchisee. 4. Business conversion of all the newly acquired franchisee. 5. Cross – selling of investment products. 6. Follow up with the advisor to understand the revenue progress of franchisee, joint franchisee meetings of advisor along with TM/RFM 7. For coordinating the franchisee compliance of Internal /Regulatory Audit query. 8. For compliance of statutory requirements. 9. Co-ordinating for all the old franchisee related issues, limits, Brokerage payout, account opening, charges, debits & escalations 10. Co-ordinating for New Franchisee Operational training & ensure proper & timely training are given to all the new franchisee 11. For ensuring superior customer experience including smooth administrative activities like client activation, welcome kit etc Role Requirements o Educational Qualifications: Graduate/Post Graduate/ MBA Marketing o Additional Certification: NISM o Prior Experience: 1+ years in broking business or BFSI Sales. o Domain Knowledge: Knowledge of broking, Capital Markets, Banking. o IT Skill: MS Office, Internet etc. o Must have good communication and should be aggressive and passionate about market

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SPHAHM4043

Territory Manager - Plywood (Ahm)

Key Accountabilities & Support Actions Lead Generation and Client Relationship Building • Proactively generate sales leads through various channels by conducting extensive market research. • Develop and nurture strong relationships with existing and potential clients through regular client visits and effective communication. • Achieve ambitious sales targets set by the City Head. Collections and Order Management • Ensure timely collections of all outstanding receivables by following established procedures. • Assist clients with placing orders digitally by setting up meetings, assessing their needs, and navigating the online platform. Market Development and Product Knowledge • Support the City Head in executing strategies to onboard new retailers within the city/cluster. • Maintain a deep understanding of the company's product portfolio to effectively recommend solutions to clients. • Actively contribute to the execution of new retail initiatives launched. Product portfolio • Managing the product portfolio by analysing sales data, identifying trends, recommending new product additions, and overseeing the launch of new retail initiatives within budget and approval processes. Credit Management • Work collaboratively with the City Head to track credit utilization and requirements for assigned clients. • Identify suitable dealers for participation in the company's financial credit program. Customer Satisfaction • Resolve service and quality issues promptly and efficiently to ensure high customer satisfaction. • Maintain open communication with clients to address their concerns and build long-term relationships. The Territory Manager serves as a vital partner, fostering strong and profitable client relationships within the city/cluster. They achieve this through a comprehensive strategy encompassing building long-term client relationships, managing accounts, working on market opportunities and new initiatives, partnering on credit and collections management to mitigate risk, and delivering data-driven reports and analysis to achieve the target sales numbers. Job Purpose • BBA with 3+ years of experience in Channel sales, preferably in the Construction sector. • Result oriented with a focus on exceptional customer service and achieving targets • Strong influencing and communication skills. • Excellent communication, negotiation, and interpersonal skills. • Digital literacy and ability to understand digital tools and processes. • Knowledge of local market dynamics, regulations, and industry trends. Qualifications & Skills Grasim Industries Limited | Unit: B2B Ecommerce Business 8th Floor, Umiya Business Bay 2, Cessna Business Park, Marathahalli, Sarjapur Outer Ring Road, Bengaluru 560037, Karnataka, India.

Senior Software Engineer - Kolkata

• ASP.NET Core, MVC, Web API, C#, Azure/any cloud, SQL • Cloud Platforms (Azure / AWS / GCP – mandatory) [Minimum 1-2 year of hands-on project experience required]: o Virtual Machines, App & Web Services o Load Balancers, Caching Techniques o Monitoring & Logging • SQL (Good hands-on project experience mandatory): o Performance Tuning o Stored Procedures, Functions o Complex Query Writing o Indexing & SQL Optimization • ASP.NET Core, MVC, Web API, C#, Azure/any cloud, SQL • Cloud Platforms (Azure / AWS / GCP – mandatory) [Minimum 1-2 year of hands-on project experience required]: o Virtual Machines, App & Web Services o Load Balancers, Caching Techniques o Monitoring & Logging • SQL (Good hands-on project experience mandatory): o Performance Tuning o Stored Procedures, Functions o Complex Query Writing o Indexing & SQL Optimization

Business Development Executive - BDE (Trichy)

Promotion & Demand Generation • Conduct frequent site visits to multiple retailers, effectively explaining product features, benefits, and applications to generate interest and demand. • Utilize strong communication and presentation skills to educate buyers on product uses and how they can benefit their customers. • Develop and execute targeted sales strategies to achieve monthly sales targets within the assigned territory. Customer Relationship Management & Collections • Build and nurture strong relationships with assigned retailers by fostering trust and open communication. • Proactively manage client accounts, ensuring timely collections and proper documentation for all transactions. • Employ effective communication techniques to nudge clients for on-time payments while maintaining positive relationships. The FOS (Feet on Street) – Channel Sales serves as the face of our company in the field, driving sales growth and building strong customer relationships through product promotion, demand generation, customer account management, market intelligence gathering, and ensuring operational efficiency and customer satisfaction. Job Purpose At Birla Pivot, we uphold the highest standards of ethics, professionalism, and integrity in all our dealings with customers, suppliers and every other stakeholder. The company adopts policy of zero tolerance towards breach of integrity or any unethical conduct. The prospective candidate should familiarise themselves with the company’s Code of Conduct while exploring employment opportunity with Birla Pivot. By applying for a position at Birla Pivot, the candidate affirms their commitment to these principles and agrees to uphold the company’s standards of ethical behaviour throughout their tenure. Candidates must also fully, clearly and accurately disclose all relevant background information during the recruitment process, including any existing or potential conflicts of interest. Failure to do so may result in disqualification from consideration or termination of employment. • High school diploma or equivalent qualification required; bachelor’s degree preferred. • Result oriented with a focus on achieving targets • Willingness to travel and work flexible hours, as required. • Strong influencing and communication skills • Digital literacy and ability to understand digital tools and processes.

Date: 12-05-2026

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SPHKOL4019

Head - Production (Kolkata)

● Responsible for planning and organizing the production activities to ensure the smooth and efficient flow of production. ● Responsible for managing the resources required for a production such as manpower, machinery, materials, and finances. ● Monitor the production progress to ensure that the production is on schedule and to make any necessary adjustments to ensure the timely completion of the project. ● Ensure that the production process is meeting the quality standards set by the company. This involves conducting regular inspections and tests to ensure that the products meet the required standards. ● Responsible for ensuring that the production processes are safe for the workers and the environment. They must enforce safety policies and procedures to minimize accidents and injuries in the workplace. ● Manage the inventory levels of raw materials, semi-finished products, and finished goods to ensure that the production process is not interrupted by a shortage of materials. ● Managing the production costs to ensure that the production is cost-effective and profitable for the company. This includes managing labour costs, materials costs, and equipment costs. ● Responsible for managing the production team, including the hiring and training of new employees, and the performance appraisal of existing employees. ● Work closely with other departments such as engineering, purchasing, and sales to ensure that the production process is in line with the company's goals and objectives. ● Constantly look for ways to improve the production process, reduce costs, and increase efficiency and productivity. Head -Production Competencies: Technical ● Knowledge of wagon engineering and manufacturing processes ● Experience in managing large-scale production projects ● Understanding of quality control and safety regulations in rail industry ● Familiarity with industry-standard tools and technologies ● Knowledge of project management methodologies Behavioural ● Strong leadership skills ● Excellent communication and interpersonal skills ● Ability to work under pressure and meet deadlines ● Problem-solving skills and decision-making ability ● Team management and conflict resolution skills ● Adaptability and willingness to learn and embrace change. Desired Qualification & Experience: Qualification: ● Bachelor's degree in Mechanical Engineering, Production Engineering, or a related field Skills & Experience: ● A minimum of 20+ years of experience in production management in an engineering manufacturing environment ● Strong knowledge of lean manufacturing principles and quality management systems ● Proficiency in computer software programs such as Microsoft Office and enterprise resource planning (ERP) systems ● Knowledge of production processes and procedures, including welding, assembly, and testing

SPHBAN4009

Business Development Executive - BDE (Bangalore)

Date: 11-05-2026

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UI/UX Designer & Visual Designer

Looking for a UI UX Designer Expert who can help us to grow our product based user experience to the next level and add value in our current positioning through his experience Responsibility: • Developing and conceptualizing a comprehensive UI/UX design strategy for the brand. • Producing high-quality UX design solutions through wireframes, visual and graphic designs, flow diagrams, storyboards, site maps, and prototypes. • Designing UI elements and tools such as navigation menus, search boxes, tabs, and widgets for our digital assets. • Testing UI elements such as CTAs, banners, page layouts, page designs, page flows, and target links for landing pages. • Collaborating with the marketing team, and internal and external designers to ensure the creation and delivery of tailored experiences for the digital user. • Implementation of UX research methodologies and testing activities in order to analyze and predict user behavior. • Adhering to style standards on typography and graphic design. Should aware of the current UI UX trends and technologies. Role Requirements • A bachelor's degree and a minimum of 4 years UI/UX design experience for digital products or services with strong agency background. • Strong visual communication skills, including the ability to communicate complex concepts and data through Wireframes, Mocks and scribbles • Thourough working knoweledge on UI Designing tools like Adobe Creative Suit (Photoshop, Illustrtor etc.,) • Sketch, Figma, Should have knowledge of HTML, CSS (SCSS), iOS, Android. • Should have strong hold on best practices & fundamentals of UI UX Concepts. • Ability to work independently as well as collaboratively with colleagues

Date: 04-05-2026

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SPHMUM3984

Quality Assurance Tester - RMS

1. Who will understand the process flow and take business requirements and functional requirements related to RMS risk management, margin computation, collateral management, Peak, MTM calculation, etc. 2. Take descriptive BRS’s for deliverables and feature sets from BA Team, Write the test scenario’s, test cases and execute them and give sign off on the release. 3. Work closely with developers, functional analysts to understand the business requirements and create test cases for the features/ requirements. 4. Understands SEBI/Exchange compliance requirements and facilitate in implementations of the same. 5. To create the test plans, write the test cases, and execute manual tests for functional accuracy and automation scripts for high-frequency trading scenarios, create traceability matrix, Bug management. 6. Ensuring correct behaviour of Test cases execution. 7. Maintaining Test Plan Report, Test Case Execution Report, Defect or Bug Report, Regression Report, Test summary report. 8. closely work to identify the dependencies and Task required to bring an end-to-end Product development life cycle and the client Go live. Tasks • Work with customer proposition, product, and technology and testing teams to understand product requirements. • Understand the exchange compliance and regulations • Understand the existing features of the product • Produce functional test scenario’s that are clear and easy to understand • Document the workflows and use cases as required. • High quality documentation for the development teams to execute on and is thoroughly tested to meet the business requirement. • Review Testcase and signoff • User acceptance test and sign off • Facilitate, understand and contribute to technical discussions. • Support development - i.e. handover, answer questions, supervise what is delivered. • Manage a JIRA backlog if any or document them on confluence. Required Skills / experience: • Ability and willingness to work through detail, including where required, data mappings. • Excellent communication skills – verbal and written. • Ability to rapidly learn new business domains. • Requirements elicitation and documentation. • Require 4 years of minimum industry experience for junior role. • Require 8-10 years of industry experience for senior role. • Knowledge of Agile methodologies. • Understanding of financial markets and Capital markets – Equity,Derivatives,Currency,Commodity – NSE,BSE,MCX,NCDEX • Latest exchange compliance – SEBI Rules etc. • Domain knowledge of Exchange functioning, Trading ,Order matching • Retail features (BO,CO, normal, Spread, GTD, GTC,EQ SIP, Basket order,GTT etc,) & Retail platforms like Investor EXE,WEB, Mobile platforms, • Trading BOD/EOD activities, integration with NSCCL/ICCL , NSDL/CDSL,Banks , PG , Exchange API’s • Word, PDF, Excel, UML charts, flow diagrams, JIRA ,Confluence

Date: 28-04-2026

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SPHMUM3973

Institutional Dealer (Institutional Cash)

Responsible for timely and error-free execution of trades. He/she would be primarily responsible for servicing institution clients in the Cash segment. Key Deliverables 1) Critical • Responsible for achieving Brokerage. • Creation of Baskets for Blocks, monitoring limits and RMS. • Knowledge of Algos, Participating In UAT and Mock Session. • Executing Trader Orders • Knowledge of Omnesys 2) Routine • To book out trades for clients with correct schemes and commission rates, send correct and proper EOD files on time • Timely update and feedback on the orders, follow up and reminder for vols, block, price movement to sales trader or client. • Assisting Sales Traders Derivative (option Dealer) • Sound Knowledge of doing arbitrage orders sometimes to get liquidity for cash orders Pre and Post-Market Work : Notices, monitoring OFS, BUYBACK, AUCTION, CORPORATE EVENTS Understanding new products and making the team aware of them Booking of trades EOD and co-ordination with the Back office for the same. Role Requirements o Educational Qualifications: Graduation in any discipline, NISM- Derivatives o Experience: 7-10+ Years in capital markets o Domain Knowledge: Understanding of market pulse, product knowledge & execution platforms o IT Skills: MS Office and Business Intelligence Applications

SPHMUM3950

VP - Wealth Business

Role Summary: Lead Wealth Business for UHNI/HNI clients Drive AUM growth, revenue, and portfolio expansion Manage a large team (~12 direct + ~120 FLS) Focus on advisory-led wealth solutions (ULIPs, long-term wealth & protection products) Key Highlights: Leadership role with full regional ownership Opportunity to build and scale UHNI wealth business Work closely with premium clients and large-ticket deals Ideal Background: Wealth / Private Banking / UHNI segment Strong AUM and client handling experience Team handling + revenue ownership This role is positioned more as a wealth leadership opportunity rather than a traditional sales role. Role Summary: Lead Wealth Business for UHNI/HNI clients Drive AUM growth, revenue, and portfolio expansion Manage a large team (~12 direct + ~120 FLS) Focus on advisory-led wealth solutions (ULIPs, long-term wealth & protection products) Key Highlights: Leadership role with full regional ownership Opportunity to build and scale UHNI wealth business Work closely with premium clients and large-ticket deals Ideal Background: Wealth / Private Banking / UHNI segment Strong AUM and client handling experience Team handling + revenue ownership This role is positioned more as a wealth leadership opportunity rather than a traditional sales role.

SPHTHA3939

Cluster Sales Manager

Title Cluster Sales Manager/Sr Branch Sales Manager Area of operation Cluster Department Sales Direct reporting State Head Level Manager/Sr Manager Dotted line/any other reporting NA Location Regional Locations Number of people supervised 20-25 SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for developing the home loan business in all locations assigned to him and also identify new locations to set up branches. He needs to ensures revenue generation target. Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Market Intelligence and strategic intervantion to ensure profitability of his cluster. Coordination with other departments and team for proper sanction and disbursement of files. Branch visit from time to time. Ensuring 100% compliance with companies policies, process and procedures. Monitoring and ensuring business promotion campaign and participate in Marketing activities. Continously exploring new business opportunity. Maintain relationships with key clients and builders. Ensuring revenue generation target of the cluster is met and monitoring the KPI's of his direct reportees on daily basis and conducting daily hurdle meetings. Preparing and Review of all the MIS . Ensuring training, coaching and development of his direct reporting. SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA "Performance Indicator" SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6-10 years experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills MS Office. SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Market intelligence and Domain knowledge Assertion Basic Legal, Credit and Technical Knowledge Aggression People Management Customer orientation Interpersonal/ relationship management skills Title Cluster Sales Manager/Sr Branch Sales Manager Area of operation Cluster Department Sales Direct reporting State Head Level Manager/Sr Manager Dotted line/any other reporting NA Location Regional Locations Number of people supervised 20-25 SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for developing the home loan business in all locations assigned to him and also identify new locations to set up branches. He needs to ensures revenue generation target. Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Market Intelligence and strategic intervantion to ensure profitability of his cluster. Coordination with other departments and team for proper sanction and disbursement of files. Branch visit from time to time. Ensuring 100% compliance with companies policies, process and procedures. Monitoring and ensuring business promotion campaign and participate in Marketing activities. Continously exploring new business opportunity. Maintain relationships with key clients and builders. Ensuring revenue generation target of the cluster is met and monitoring the KPI's of his direct reportees on daily basis and conducting daily hurdle meetings. Preparing and Review of all the MIS . Ensuring training, coaching and development of his direct reporting. SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA "Performance Indicator" SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6-10 years experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills MS Office. SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Market intelligence and Domain knowledge Assertion Basic Legal, Credit and Technical Knowledge Aggression People Management Customer orientation Interpersonal/ relationship management skills Title Cluster Sales Manager/Sr Branch Sales Manager Area of operation Cluster Department Sales Direct reporting State Head Level Manager/Sr Manager Dotted line/any other reporting NA Location Regional Locations Number of people supervised 20-25 SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for developing the home loan business in all locations assigned to him and also identify new locations to set up branches. He needs to ensures revenue generation target. Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Market Intelligence and strategic intervantion to ensure profitability of his cluster. Coordination with other departments and team for proper sanction and disbursement of files. Branch visit from time to time. Ensuring 100% compliance with companies policies, process and procedures. Monitoring and ensuring business promotion campaign and participate in Marketing activities. Continously exploring new business opportunity. Maintain relationships with key clients and builders. Ensuring revenue generation target of the cluster is met and monitoring the KPI's of his direct reportees on daily basis and conducting daily hurdle meetings. Preparing and Review of all the MIS . Ensuring training, coaching and development of his direct reporting. SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA "Performance Indicator" SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6-10 years experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills MS Office. SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Market intelligence and Domain knowledge Assertion Basic Legal, Credit and Technical Knowledge Aggression People Management Customer orientation Interpersonal/ relationship management skills Title Cluster Sales Manager/Sr Branch Sales Manager Area of operation Cluster Department Sales Direct reporting State Head Level Manager/Sr Manager Dotted line/any other reporting NA Location Regional Locations Number of people supervised 20-25 SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for developing the home loan business in all locations assigned to him and also identify new locations to set up branches. He needs to ensures revenue generation target. Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Market Intelligence and strategic intervantion to ensure profitability of his cluster. Coordination with other departments and team for proper sanction and disbursement of files. Branch visit from time to time. Ensuring 100% compliance with companies policies, process and procedures. Monitoring and ensuring business promotion campaign and participate in Marketing activities. Continously exploring new business opportunity. Maintain relationships with key clients and builders. Ensuring revenue generation target of the cluster is met and monitoring the KPI's of his direct reportees on daily basis and conducting daily hurdle meetings. Preparing and Review of all the MIS . Ensuring training, coaching and development of his direct reporting. SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA "Performance Indicator" SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6-10 years experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills MS Office. SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Market intelligence and Domain knowledge Assertion Basic Legal, Credit and Technical Knowledge Aggression People Management Customer orientation Interpersonal/ relationship management skills

Date: 21-04-2026

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SPHKAL3938

Area Sales Manager - Kalyan

Date: 21-04-2026

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SPHDEL3924

Area Manager B2B - Franchsiee ( Delhi )

1. Servicing franchisee & existing PMS clients. 2. Build a good rapport with them by providing market information & current portfolio status. 3. Cross selling of Equity, Mutual Fund & PMS products. 4. Having strong analytical & communication skills. 5. Ability to learn and be updated in line with the capital markets & current affairs. 6. Achieving desired sales targets. 7. Daily update the work to the reporting manager by EOD Qualifications: - An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience – Minimum 1.5+ yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Desired Skill Set: • Ability to inspire trust and confidence in clients. • Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. • A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. • Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients • Good oral and written communication skills with clarity of thought, speech and expression • Good interpersonal skills • Good Analytical Skills General Competencies: • Positive attitude, socially effective, high level of perseverance and patience • Assertive & hard working • Result oriented

SPHGOR3915

Territory Manager – Business Development Manager

1. Responsible for meeting sales target by daily connecting with the corporate private sectors; and connecting with the HR Head/ CFO/ CXO and proposing National Pension System proposition for their corporate employees. 2. Conduct Presentation| Helpdesk at the corporate & create awareness on the product to the employees. 3. Responsible to generate new leads, and open new calls through different source business development tools, and build your own portfolio. 4. Regularly update DSR, lead funnel to the line manager, and coordinate with different stake holders. 5. Call & regularly visit for sales calls. Gain higher market share of Aditya birla pension. 6. Ensure quality & persistency of business. Key skills Required – • Good communication skills and able to conduct presentations. • Basic understanding of financial products & tax. • Minimum 2 years’ experience in B2B or Corporate Exposure. • Mandatory knowledge of Excel| PPT. • Able to Present well to the corporate CXO. Qualification :- MBA is a must from a respective B School. (Only Graduate will not be considered) Candidate from the Banking industry exposure in Corporate Salary channel, NPS, Wellness exposure to corporate sales, Finance industry, Mutual funds, Insurance etc. 1. Responsible for meeting sales target by daily connecting with the corporate private sectors; and connecting with the HR Head/ CFO/ CXO and proposing National Pension System proposition for their corporate employees. 2. Conduct Presentation| Helpdesk at the corporate & create awareness on the product to the employees. 3. Responsible to generate new leads, and open new calls through different source business development tools, and build your own portfolio. 4. Regularly update DSR, lead funnel to the line manager, and coordinate with different stake holders. 5. Call & regularly visit for sales calls. Gain higher market share of Aditya birla pension. 6. Ensure quality & persistency of business. Key skills Required – • Good communication skills and able to conduct presentations. • Basic understanding of financial products & tax. • Minimum 2 years’ experience in B2B or Corporate Exposure. • Mandatory knowledge of Excel| PPT. • Able to Present well to the corporate CXO. Qualification :- MBA is a must from a respective B School. (Only Graduate will not be considered) Candidate from the Banking industry exposure in Corporate Salary channel, NPS, Wellness exposure to corporate sales, Finance industry, Mutual funds, Insurance etc. 1. Responsible for meeting sales target by daily connecting with the corporate private sectors; and connecting with the HR Head/ CFO/ CXO and proposing National Pension System proposition for their corporate employees. 2. Conduct Presentation| Helpdesk at the corporate & create awareness on the product to the employees. 3. Responsible to generate new leads, and open new calls through different source business development tools, and build your own portfolio. 4. Regularly update DSR, lead funnel to the line manager, and coordinate with different stake holders. 5. Call & regularly visit for sales calls. Gain higher market share of Aditya birla pension. 6. Ensure quality & persistency of business. Key skills Required – • Good communication skills and able to conduct presentations. • Basic understanding of financial products & tax. • Minimum 2 years’ experience in B2B or Corporate Exposure. • Mandatory knowledge of Excel| PPT. • Able to Present well to the corporate CXO. Qualification :- MBA is a must from a respective B School. (Only Graduate will not be considered) Candidate from the Banking industry exposure in Corporate Salary channel, NPS, Wellness exposure to corporate sales, Finance industry, Mutual funds, Insurance etc.

National Training Manager – Variable Agency

 JOB SUMMARY:  Responsible for   Lead the national capability strategy for the Variable Channel to accelerate business growth in line with channel goals.  Convert advisor, agency partners, MAP recruitment into sustained productivity through structured onboarding and performance acceleration frameworks.  Strengthen Sales leadership (ZM/RM/BM) coaching capability to drive field execution excellence.  Ensure full compliance with Insurance Regulatory and Development Authority of India training and certification mandates.  Establish a measurable, ROI-driven learning ecosystem that directly links capability investments to revenue outcomes.   KEY RESPONSIBILITIES:   Business Support   Align the national training strategy and calendar with overall business priorities to drive growth and productivity.  Partner with Sales Heads (National / Zonal / Regional) to identify productivity gaps and deploy targeted capability interventions.  Drive structured onboarding and early productivity ramp-up for newly recruited advisors, AP, MAP, FLMs and SLMs..  Support product launches through pre-launch certification and sales readiness programs.  Build specialized cohorts (MDRT aspirants, MRAs, Protection Champions etc).  Strengthen field coaching capability of ZMs/RMs through structured coaching frameworks.  Track and present training impact dashboards linking learning hours to revenue outcomes.  Administrative:  Ensure adherence to training and certification guidelines mandated by Insurance Regulatory and Development Authority of India.  Manage annual training budget with clear ROI tracking.  Standardize national training content, facilitator guides, and certification processes.  Oversee training MIS, licensing data, exam pass ratios, and compliance documentation.  Govern vendor partnerships (content providers, digital platforms, external trainers).  Ensure audit readiness for internal and regulatory inspections.  Training Coverage for all levels of target audience.  Planning the training calendar with the team and proper execution Closure report & discussion with stake holder.  Training MIS & adherence to calendar activities.  Ensuring time and duration adherence; internal and regulatory compliances   Team development:  Lead and develop Regional / Zonal Training Managers to ensure uniform execution standards.  Build facilitation capability and field credibility of the training team.  Establish performance scorecards for trainers linked to business KPIs.  Drive knowledge-sharing forums and quarterly trainer calibration workshops.  Identify and groom successors within the training function.  Foster a high-accountability, execution-focused culture within the L&D team  Retention of the trainers. Proactively managing talent pool.  Creating the trainer as knowledge hub to the field.  Self development of the team in insurance certification courses  Setting Goals and carrying out the annual performance .  Course correcting any gaps in knowledge, skills or attitudes of the trainers through training, coaching and counseling. Managing disciplinary issues. Quality Assurance:  Ensuring adherence to curricula, contents and sessions plan by the trainers.  While encouraging different styles of deliveries, ensuring the overall adherence to methodologies as specified in the trainers/facilitators guides.  Ensuring that each program achieves the business objectives it was targeting to achieve.  Ensuring In class training quality and process adherence by regular training audits. MEASURES OF SUCCESS: ⮚ Drive Advisor, AP, MAP, BM productivity with the help of RTMs ⮚ To meet the standard Training coverage at all levels ⮚ Planning & Execution of Training calendar ⮚ High Alignment with the channel business objectives ⮚ Driving the digital platform of learning. ⮚ Employee onboarding & development ⮚ Attaining the required Certification of new employee in training inductions ⮚ Compliance ⮚ Branch Visits & Business discussions meet ⮚ Institutionalize a scalable Learning Eco System KNOWLEDGE / SKILLS / ABILITIES  Deep expertise in life insurance distribution, advisor productivity economics, and regulatory training compliance  Strong commercial acumen with proven ability to link capability initiatives to FYP growth, activation, case size, and persistency outcomes.  Strategic capability design skills — able to build scalable national training architecture across advisor and frontline leadership layers.  Advanced analytical ability to diagnose productivity gaps and demonstrate measurable training ROI.  High-impact stakeholder management and influence skills with senior sales leadership.  Execution rigor with the ability to drive uniform standards, governance discipline, and field-level adoption at scale

SPHMUM3902

Regional Manager – PCG

We are seeking an experienced and result-oriented professional for the position of Regional Manager – PCG to lead and drive the Private Client Group business in the Mumbai region. The role will be responsible for managing a team, driving revenue growth, strengthening client relationships, and expanding the high-net-worth (HNI/UHNI) client base. Key Responsibilities: • Lead and manage the PCG business for the assigned region (Mumbai). • Drive revenue generation through acquisition and management of HNI/UHNI clients. • Develop and implement strategies to achieve regional business targets. • Manage, mentor, and guide Relationship Managers and sales teams. • Strengthen existing client relationships while identifying opportunities for cross-selling wealth and investment products. • Monitor team performance and ensure adherence to compliance and regulatory guidelines. • Coordinate with internal stakeholders to enhance service delivery and client experience. • Track market trends and competitor activities to identify growth opportunities. Key Requirements: • Minimum 10–15 years of experience in wealth management, private banking, or PCG sales. • Strong track record in managing HNI/UHNI client relationships and driving business growth. • Proven leadership experience managing large sales or relationship management teams. • Deep understanding of investment products, financial markets, and wealth solutions. • Strong networking ability within the Mumbai HNI ecosystem. Preferred Qualifications: • MBA / Postgraduate in Finance, Business Administration, or related field. • Certifications such as NISM/AMFI/CFP will be an added advantage.

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Own the store’s sales numbers and smash monthly targets ???? Lead the front-end sales team and keep the energy high on the floor Drive walk-ins, conversions, UPT & ATV Ensure top-notch customer experience and handle complaints smartly Plan daily sales actions, incentives, and team motivation Keep VM, store hygiene, and brand standards on point Manage stock, replenishment, and shrinkage control Coordinate with HO for reports, promos, and campaigns What we’re looking for: 2–6 years of retail experience (fashion/lifestyle preferred) Proven sales leadership experience as SM / ASM / Sales Manager Strong communication and people management skills Target-driven mindset with good number sense Comfortable with weekends, shifts, and peak sale days Why this role: High-impact, sales-driven role Scope to grow fast with performance Work in a dynamic retail environment

Date: 09-02-2026

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