Responsibilities-
-Responsible for maintenance of relationships with HNI/UHNI/NRI & corporate
clients and offering wealth advisory services either as a Playing Captain/ or as Aggregrator.
-Need to ensure growth of AUM or book size working individually or collectively
Key Deliverables-
● Increase asset business through branches
● Manage key branch relationships
● Monitoring and mentoring the branch team
● Budgeting and financial manageme
● Ensure opex optimization
● Fraud prevention
● Implement risk mitigation strategies and controls
● Analyze financial information obtained from clients to determine strategies f
meeting clients financial objective
● Monitor financial market trends to ensure that client plans are responsiv
● Responsible for achieving targets based on acquisition and revenue
generation through investment products.
● Responsible for business development through acquisition of high
net-worth clients.
● Mandatory numbers of meetings with clients to keep them updated with the
current market scenario.
Key Deliverables
1. Meeting regularly with corporates, family offices and Ultra HNI clients. Periodically
sharing updates on product - portfolio and performance along with reviewing existing
investments
2. Cross selling new products to existing clients and achieving higher wallet share
3. Keep prospecting for new clients and on boarding.
4. Ensure participation of clients in Fund Manager interactions
5. Arrange client meetings with senior management and fund management team.
6. Network with peers and be updated about the business developments
7. Share various articles with clients from time to time related to equity markets
Role Requirements
o Minimum of 5+ years of experience in institutional sales, preferably in the financial services
industry.
o Domain Knowledge: Understanding of equity market, MF, AIF and PMS products
o IT Skills: MS Office and Business Intelligence Applications
o NISM VA & 21A Certified
o MBA/PGDM in Finance/Marketing or equivalent qualification is preferred.
o Proven track record in managing sales for institutions and family offices.
o Strong knowledge of investment products, including Mutual Funds, PMS, and AIF.
o Excellent communication, negotiation, and relationship management skills.
o Ability to analyze market trends and develop strategic sales plans.
Role Overview:
We are seeking a diligent and detail-oriented Valuations Associate to join our team in Powai. This role
is crucial in both collecting accurate and comprehensive data on unit layouts within various societies
and playing an active role in the valuation process. The collected data, combined with valuation
expertise, will be instrumental in our acquisition, sales, and overall decision-making processes related
to Truva homes.
Key Responsibilities:
Valuation:
• Analyse and interpret data to assess the market value of units.
• Collaborate with the internal valuation team to refine valuation models and methodologies.
• Provide detailed valuation insights considering market trends, location factors, and unit-
specific details.
• Prepare valuation reports that will inform acquisition and sales strategies.
Data Management:
• Ensure all valuation-related data is accurately input into the company’s database.
• Maintain and update valuation records, ensuring consistency and accuracy.
Field Visits:
• Conduct regular visits to societies in Powai & other micro markets to gather first-hand data
that will enhance the accuracy of valuations.
• Establish and maintain relationships with society representatives and residents to facilitate
seamless data collection and valuation efforts.
Data Collection:
• Accurately measure and record unit layout details, including dimensions, room
configurations, window directions, and other relevant features.
• Ensure data consistency and standardisation, vital for reliable valuations.
Reporting:
• Prepare comprehensive reports summarising valuation findings and data collected.
• Provide insights and recommendations based on field observations and data analysis to
improve valuation processes.
Coordination:
• Work closely with the sales and acquisition teams to ensure valuation needs are met.
• Assist in coordinating with third-party vendors if required for specific valuation or data
collection tasks.
Qualifications:
Education:
• Bachelor’s or Master’s degree in Engineering.
Experience:
• Experience in property valuation or related fields is highly desirable.
• Previous experience in data collection, real estate, or field operations is preferred.
• Familiarity with Mumbai real estate market is a plus.
• Total years of experience: 1-3 years.
Skills:
• Strong analytical skills with the ability to interpret and analyse data effectively.
• Excellent attention to detail and accuracy.
• Proficiency in using data collection tools and software.
• Good communication and interpersonal skills.
Other Requirements:
• Willingness to travel within Mumbai.
• Ability to work independently with full ownership, and as part of a team.
Product Marketing Lead
Alternate titles: Senior Marketing Manager, Senior Product Marketing Manager, Marketing Lead
Location: Hiring across India for a fully remote role.
We are Medmastery, an award-winning online education platform that teaches clinical skills to doctors, nurses, and healthcare professionals worldwide. Our mission is to empower clinicians to make better decisions for their patients. We are CME-accredited, have won prestigious teaching awards, and are highly commended by the British Medical Association.
Ready to learn more? Check us out at www.medmastery.com.
We're looking for an experienced marketer to plan and execute best-in-class marketing campaigns that build brand impact and drive business growth.
In this role, you will work on full-funnel marketing campaigns that drive consumer demand, engagement, and brand perception. This is a unique opportunity to join an outstanding team punching above its weight.
You will either own or play a key role in creating impactful marketing strategies, setting up and delivering compelling campaigns, and reporting on their performance. You will manage various marketing programs and initiatives that require collaboration with multiple colleagues across the company and target different user groups.
Manage marketing initiatives and full-funnel campaigns from ideation to execution, setting clear goals, timelines, and deliverables for various team members and colleagues, such as designers, growth and product marketers, copywriters, and the product and technology teams.
Assist with strategy and goal setting by helping shape our overall and campaign-level marketing strategy and goals with your manager and the team.
Help define the segmentation, targeting, positioning, and differentiation required to make Medmastery appealing to our various user groups across life cycles, medical specialties, and geographies.
Streamline workflows using tools to track tasks, monitor progress, resolve roadblocks, and help the team get more productive and remain accountable.
Evaluate and present results of marketing campaigns and initiatives in regular reviews and team updates.
Manage and optimize performance marketing channels by closely collaborating with our performance marketing agency partner.
Must have skills
Product marketing skills: Knowledge of segmentation, targeting, positioning, messaging, and user psychology. This can be through education or experience.
Direct marketing experience: Experience in creating and executing coordinated full-funnel marketing campaigns.
Business acumen: Structured problem solver, comfort with data, and attention to detail
Data analysis: Understand what data to look for and how to analyze it. Experience with a data wrangling tool (e.g., Excel, Looker, Metabase) is required.
Performance marketing: Specifically, Google SEA at least an intermediate level to guide our agency partner
Ownership: Ability and desire to work independently in a “full stack” capacity.
Team player: Loves working with teams and can motivate and lead others to success.
Nice-to-have skills
Tech proficiency: Familiarity with project management tools (e.g., Basecamp, Trello), CRM/CDP tools (e.g., Mailchimp, Clevertap), DIY design tools (e.g., Canva), and general comfort with software tools.
AI proficiency: Familiarity with generative AI for product marketing use cases, ideally at an intermediate level.
Experience: 5+ years experience in similar roles and any of these:
B2C and B2B SaaS startups and an understanding of SaaS metrics.
Experience in education or healthcare companies.
Experience with a global or multinational brand.
Experience working remotely
Growth mindset: A hunger to move metrics and develop ideas where none exist.
English fluency: Ideally, native-level English speaking and writing skills.
Alumnus of Reforge, CXL, GrowthX, or similar
Global impact: Work for a European company—headquartered in Austria—that serves users worldwide, across the US, UK, Australia, Canada, and MENA regions.
Remote freedom: Work fully remotely from anywhere in the world.
Focus mode: Enjoy a low-meeting culture that facilitates deep work.
Flexibility: Set your work schedule, being available twice weekly between 1–5 pm CET.
Job title flexibility: We are happy to accommodate requests for alternate job titles that better suit your career progression.
Remuneration: Ranges between INR 30–40 LPA.
Flexible hours: 30–40 work hours/week as a “permalancer.”
Tech: Receive a MacBook Pro, Lenovo Thinkpad, or equivalent work device of your choice.
Home office setup: After six months of working with us, you can be reimbursed up to INR 25k for your home office setup.
For more information on how we work at Medmastery, Download our Playbook.
At Medmastery, we celebrate diversity and are proud to be an equal opportunity employer. We welcome applicants of all races, colors, religions, genders, identities, sexual orientations, nationalities, abilities, ages, or experiences. Even if you don’t meet every requirement, we encourage you to apply—we value potential!
Click on this link to submit your application.
Posted on Jan 23, 2025. Accepting applications until Feb 15, 2024.