Product: NPS (National Pension System)
Location: Mumbai
ROLE AND RESPONSIBILITIES
Oversee and manage all back-office operations to ensure efficiency and accuracy.
Establish and maintain effective relationships with central and state government departments.
Streamline processes to improve operational effectiveness.
Develop and implement comprehensive training programs for staff.
Ensure staff are well-trained in all operational procedures, compliance requirements and product.
Proficiency in handling corporate/agent applications and subscriber requests.
Manage the processing of corporate and agent applications, contributions, and other subscriber requests.
Ensure timely and accurate handling of all processing activities.
Communicate business requirements to IT and vendors for system enhancements.
Coordinate and oversee system development and testing activities to ensure successful implementation.
Ensure regulatory compliance with regard to back office operations.
SKILLS
People management & communication skills.
Customer relationship management & channel management.
High on integrity and accountability.
Proficient in working on computers expertise in MS Excel MS PowerPoint
Qualifications & Experience required :
Postgraduate/MBA from a reputed college/institution/ university specialization preferred in Marketing & Finance and have sufficient knowledge in NPS.
Minimum 3 years of experience in back-office operations management. Preference will be given to candidates with NPS experience.
Proven track record of establishing and maintaining effective relationships with government departments, particularly central and state agencies.
Familiarity with relevant software and technology solutions for back-office operations and system enhancements.
Experience in liaising with regulatory authorities and staying updated on changes in regulations to ensure compliance and mitigate potential risks.
Product: NPS (National Pension System)
Location: Mumbai
ROLE AND RESPONSIBILITIES
Develop and implement comprehensive retail strategies aligned with organizational objectives for NPS.
Establish and maintain tie-ups and recruitment of agents.
Drive pension agents to onboard retail customers effectively
Source retail accounts through the website.
Identify market trends, customer needs, and competitor activities to refine retail strategies and enhance NPS product positioning.
Responsible for the expansion of the channel network and direct retail account sourcing.
Identify new retail partners and target segments to increase market penetration.
Develop and execute plans to promote NPS products through financial advisors, online platforms, and personal networks.
Drive new business development by identifying and pursuing partnerships and distribution channels.
SKILLS
People management & communication skills.
Customer relationship management & channel management.
High level of integrity and accountability in all business dealings.
Proficient in working on computers expertise in MS Excel MS PowerPoint
Qualifications & Experience required :
Postgraduate/MBA from a reputed college/institution/ university specialization preferred in Marketing & Finance.
Minimum 4 to 5 years of experience in retail management. Preference will be given to candidates with NPS experience.
Strong understanding of retail dynamics, market trends, and customer needs.
Product: NPS (National Pension System)
Location: Mumbai/Gurgaon/Noida/Kolkata/Ahmedabad/Kochi/Jaipur/Bhubaneshwar
ROLE AND RESPONSIBILITIES
The candidate is required to work on sales plans, generate corporate NPS leads & achieve corporate closure and subscriber targets for NPS.
Meet HR Head/C&B Head/Finance Head/CXO/relevant authority in the corporate/PSUs and design NPS implementation plan.
Responsible for conducting online/in-person presentations to senior management/employees.
Improve marketability and business profitability by researching, identifying, and capitalizing on new opportunities.
Perform any other related duties, as assigned by the Management.
Responsible for target achievement by RMs mapped.
Responsible for end-to end corporate marketing.
SKILLS
Customer relationship management & channel management.
Sales planning & analytical skills.
People management & communication skills.
High on integrity and accountability.
Good knowledge of MS Office (Excel, PowerPoint, etc).
Qualifications & Experience required :
Postgraduate/MBA from a reputed college/institution/ university specialization preferred in Marketing & Finance.
Minimum 2 years of experience in B2B and B2C Sales.
Product: NPS (National Pension System)
Location: Mumbai/Delhi/Gurgaon/Bangalore/Chennai/Hyderabad/Ahmedabad/Kochi/Pune
ROLE AND RESPONSIBILITIES
The candidate is required to work under the guidance of Territory Manager and generate corporate NPS leads & achieve corporate, subscriber & AUM targets for NPS.
Meet HR Head/C&B Head/relevant authority in the corporate/PSUs and design NPS implementation plan.
Responsible for conducting online/in-person presentations to senior management/employees.
Travel & create product visibility and build business profitability by researching, identifying, and capitalizing on new opportunities.
Perform any other related duties, as assigned by the Management.
Onbording employees with AUM target.
Employee presentation, onsite Persistency follow-up and onboarding.
Total post-deal closure management.
SKILLS
Customer relationship management & channel management.
Sales planning & analytical skills.
People management & communication skills.
High on integrity and accountability.
Good knowledge of MS Office (Excel, PowerPoint, etc).
Qualifications & Experience required :
Graduate/Postgraduate/MBA from a reputed college/institution/ university specialization preferred in Marketing & Finance.
Freshers are considered but only from Marketing stream.
0-2 years of experience in B2B and B2C Sales.
ROLE AND RESPONSIBILITIES
Write Initiating Coverage report for adding companies to the Equity portfolio.
Write quarterly, periodic reports covering quarterly financial results and any other material information.
Work independently covering two sectors under large and midcap.
Maintain and work on financial model for the portfolio companies of macro and industry data series as well as company specific financial models.
Communicate key findings and recommendations to appropriate unit/team.
Conduct assessment on environmental, social, and governance (ESG) risks, and opportunities.
Conduct industry diligence and primary research through surveys, expert conference calls, and various channel checks to evaluate industry trends Participate in industry and company sponsored conferences and field trips.
EDUCATION AND EXPERIENCE REQUIREMENTS
A minimum of 5 years of experience in similar profile.
Chartered Accountant or MBA (finance)
CFA will be an added advantage.
PREFERRED SKILLS
Prior Experience exclusively researching BFSI/Banking Stock.
How to Apply: Submit your updated resume to hr@sbipensionfunds.com/hrexecutive1@sbipensionfunds.com.
Shortlisted candidature will be called for personal round of Interview.
ROLE AND RESPONSIBILITIES
Compliance
Responsible for reviewing all relevant statutory laws and regulations applicable to the Company and ensure compliance.
Responsible for business activities are conducted in conformity with all applicable laws, regulations, internal policies and procedures.
Responsible for all regulatory permissions remain current and appropriate for business needs.
Continual compliance risk assessment of company practices together with the development of internal policies and procedures, compliance and protocols.
Serve as liaison for all regulatory bodies as well as maintaining relationships with relevant legal bodies and associations.
Keep abreast of regulatory developments and industry initiatives and advise management accordingly.
Provide reporting with respect to regulatory requirements and developments.
Develop compliance checklists and prepare compliance reports, as and when due.
Ensuring compliance with best practices.
Monthly/ Quarterly/ Half-Yearly/ Yearly reporting to the regulator.
Legal
Maintenance and review of Legal Agreements, Handling legal matters.
Negotiation, drafting and implementation of the terms of agreements in all business contracts and agreements.
Responsible for providing legal support to mitigate the risk of litigation and maintain.
Review all documentation that has legal implications for the company prior to signing and implementing.
Provide assistance to the Company Secretary for secretarial activities as and when required.
Perform other, related duties, as assigned by the Management.
EDUCATION AND EXPERIENCE REQUIREMENTS
Qualified Company Secretary with LLB/LLM degree.
Minimum of 2-4 years in similar profile.
PREFERRED SKILLS
Proficient with Microsoft Office Products (Excel, Word).
Excellent communication, organization, interpersonal planning, and analytical skills
Deadline and detail oriented
