account-planner-jobs-in-pune, Pune

5 Account Planner Jobs nearby Pune

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posted 1 week ago
experience10 to 20 Yrs
Salary12 - 24 LPA
location
Pune, Bangalore+8

Bangalore, Jaipur, Noida, Lucknow, Gurugram, Kolkata, Chandigarh, Mumbai City, Delhi

skills
  • pa
  • ea
  • secretary
  • executive assistant
Job Description
Executive Assistant to CEO - Female onlyJob Brief: We are looking for an Executive Assistant to perform a variety of administrativeprocess follow up tasks in line with CEO work.Job Description:1. Acting as a point of contact among CEO, Employees and External Partners. Provide operational (Process Follow up) service that is in line with the CEOs work and preferences. Review operating practices and implement improvements where necessary Prepare correspondence on behalf of the CEOs, including the drafting of general replies. Take Minutes of Meetings, Response on Emails and call. Managing information flow in as accurately and timely. Manage CEOs calendars, appointments and set up meetings Manage and maintain the CEOs diary and email account. Filter general information, queries, phone calls and invitations to the MD by redirecting or taking forward such contact as appropriate. Conduct research, collect and analyse data to prepare reports and documents Make travel and accommodation arrangements Handling confidentiality at the highest level.Job Specification:1. Only Female Candidate Required Experience Min.10 Yrs. as EA to CEO with big manpower organization (minimum 1000 nos. Manpower) and dealing with many department heads. Qualification Marks obtained in education exam above 75% Must experience in process follow up tasks in line with CEO work Good in MS-Excel, MS-Office, MS-Power Point Impeccable English Skills - Speaking and Writing both Ready for late evening sitting at office and go to outstation if required. Knowledge of Planners, schedulers, calendars and office procedures Strong communication, organizational and time management and leadership skills Be Energetic & Self Motivated  If you are interested kindly send their updated resume on this id hr2.jobsconsultacy@gmail.com & call for more details at 8700311618  

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posted 1 week ago
experience3 to 8 Yrs
location
Pune, Mumbai City
skills
  • wealth management
  • wealth
  • relationship management
  • investment
  • mutual funds
  • mutual funds sales
  • financial advisory
  • investment advisory
  • relationship building
  • wealth advisory
Job Description
Job Title: Jr. / Sr. Relationship Manager - Wealth Management & Mutual Funds Location: Pune Department: Wealth Management & Mutual Funds Experience: 3-8 years  Role Overview  As a Sr. Relationship Manager - Wealth Management & Mutual Funds, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning.  Key Responsibilities   Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. Understand clients financial goals, risk profiles, life aspirations, and design investment solutions accordingly. Monitor market trends and macroeconomic developments to identify necessary changes in client portfolios. Present detailed investment performance reports, summaries, and financial projections to clients. Educate clients on the benefits of financial planning and assist in the creation and execution of personalized plans. Demonstrate strong product knowledge across mutual funds, bonds, PMS, corporate FDs, and other financial instruments. Guide clients through market cycles and help them avoid common behavioral investing pitfalls. Ensure a high share of wallet from each client by delivering outstanding service and trust. Acquire new clients through referrals, personal networks, and targeted lead-generation activities. Act as the Voice of the Client, collaborating with internal teams to improve client satisfaction and product offerings.  Candidate Profile  Educational Qualifications Postgraduate degree in Finance, Business Administration, Economics, or a related field. Certifications NISM Series V-A (mandatory must be completed within 60 days of joining if not already held). CFP (Certified Financial Planner) preferred. Experience 3 to 8 years of relevant experience in wealth management, mutual funds, financial advisory, or investment consulting.  Skills & Attributes   Excellent communication and interpersonal skills. Strong understanding of personal finance and financial markets. High ethical standards with a client-first approach. Empathetic, trustworthy, and solutions-oriented. Self-driven, organized, and capable of handling a dynamic work environment. Willingness to travel locally as per client engagement needs. Strong team player with the ability to collaborate across functions.
posted 2 months ago

Certified Financial Planner (CFP)

mutual fund distributor
experience1 to 5 Yrs
location
Pune, Maharashtra
skills
  • Excellent communication skills
  • Proficiency in Excel
  • Proficiency in MF utility platform
  • financial planning software
  • Analytical mindset
  • Basic understanding of mutual fund products
  • Financial planning knowledge
Job Description
As an MFD-focused financial solutions firm, you will play a crucial role in empowering clients with personalized financial strategies, specializing in mutual funds, asset allocation, and goal-based financial solutions. Your responsibilities will include: - Managing end-to-end client onboarding by coordinating with back-office teams for seamless account setup. - Preparing and presenting tailored financial solutions, portfolio reviews, mutual fund investments, and asset allocation strategies. - Conducting client meetings to address queries, provide instant solutions, and educate clients on MFD products and schemes. - Maintaining client data privacy, utilizing risk profiling tools, and managing portfolio reporting systems. - Staying updated on mutual fund trends, macroeconomic shifts, and global markets to share valuable insights with clients. The ideal candidate for this role will possess the following qualifications: - Education: Graduate in Finance, Commerce, or a related field along with CFP Certification. - Experience: Minimum 1 year of experience in the mutual fund or financial planning field. In addition, you should have the following skills: - Excellent communication skills to simplify complex financial concepts for clients. - Proficiency in tools like Excel, the MF utility platform, or financial planning software. - An analytical mindset for risk assessment and client-centric solutions. - Basic understanding of mutual fund products, financial planning, and other related products.,
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posted 5 days ago
experience3 to 7 Yrs
location
Pune, Maharashtra
skills
  • New Client Acquisition
  • Lead generation
  • Networking
  • Event Planning
  • Relationship Management
  • Market Research
  • Strategic Partnerships
  • Sales Presentations
  • Negotiation
  • Sales
  • Business Development
Job Description
As a candidate for this role, you will be responsible for driving revenue growth through various strategies such as identifying and acquiring new clients, building relationships, event planning, and developing strategic partnerships. Your role will encompass market research, lead generation, and managing client relationships. Key Responsibilities: - Identifying and targeting potential clients for new client acquisition. - Conducting lead generation activities to generate business opportunities. - Networking effectively to expand the business reach. - Building and nurturing relationships with clients to ensure long-term partnerships. - Engaging in sales and business development activities to drive revenue growth. Event Planning and Execution: - Collaborating with clients to develop event concepts, themes, and layouts. - Working closely with the production team to ensure the successful execution of events. - Staying updated on industry trends and best practices in event planning. - Delivering sales presentations and pitches to prospective clients. - Negotiating and finalizing deals to secure event contracts. - Managing and growing existing client accounts. - Identifying and fostering strategic partnerships with suppliers, venues, and other stakeholders. Relationship Management: - Providing exceptional customer service and support to clients. - Addressing client inquiries and concerns promptly and professionally. - Monitoring client satisfaction levels and collecting feedback to enhance services. - Managing existing client relationships to ensure satisfaction and explore upselling/cross-selling opportunities. You will play a crucial role in driving the company's revenue growth and enhancing client relationships through effective new client acquisition, event planning, and relationship management strategies.,
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posted 1 week ago
experience4 to 8 Yrs
location
Pune, Maharashtra
skills
  • Brand Planning
  • Consumer Insights
  • Visual Merchandising
  • Creative Briefs
  • Content Development
  • Marketing Strategy
  • SEO
  • Market Research
  • Content Strategy
  • Online Marketing
  • Offline Marketing
  • Strategic Implementation
  • Aesthetics
  • Narrative Storytelling
Job Description
As a Lead Strategist/Brand Planner at KAOAPH, an ethically conscious luxe demi-fine contemporary jewellery brand, your role will involve leading strategic conversations to reimagine customer communication, implementing brand and marketing roadmaps, driving innovation in product development, and showcasing strong visual merchandising skills. You will be responsible for understanding consumer behavior, creating compelling content across various channels, and developing insights-driven reporting to influence partners. Your key responsibilities will include: - Leading strategic conversations to reshape customer communication strategies - Implementing brand and marketing roadmaps successfully - Driving innovation in product development and menu creation - Demonstrating strong visual merchandising skills and strategic implementation - Identifying and leveraging consumer behavior trends to enhance brand communication - Developing clear and compelling content for various mediums - Using storytelling skills to create insights-driven reporting - Collaborating closely with social media and marketing teams for influential campaigns - Building and maintaining strong account relationships with retail partners - Conducting high-quality research and interviews to devise effective content strategies - Brainstorming creative ways to engage the audience and produce engaging content - Maximizing brand reach through SEO principles - Planning and executing marketing strategies for online and offline platforms - Performing any other duties as assigned by the principal employer Qualifications required for this role include: - Proven experience as a strategist or in a related role - Knowledge of online content strategy and creation - Excellent writing, editing, and proofreading skills - Positive attitude with curiosity and hunger for success - Accountability and a content mindset - Interest in consumer retail industry - Strong research skills and collaborative spirit - Excellent time-management and organizational skills At KAOAPH, you will work in a fun and vivacious environment that encourages constant learning and growth. You will collaborate directly with the Head of Design, meet industry professionals globally, and have opportunities for rapid upward mobility. Additionally, you will have access to various incentives such as insane access to entrepreneurs, brand partners, and retail spaces, along with travel opportunities for marketing and client works. If your work meets exceptional standards, you may be assigned to a role in the North America region. This is a full-time on-site role based in Pune, Maharashtra, with an approximate expected compensation of 6 to 8.5 LPA. If you are a creative, out-of-the-box thinker with a passion for brand planning and consumer insights, KAOAPH invites you to build the next big thing together. Apply now and be a part of our sustainable and imaginative ecosystem that pushes boundaries in the jewellery industry.,
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posted 2 weeks ago
experience10 to 15 Yrs
location
Maharashtra
skills
  • Media Sales
  • Business Development
  • Relationship Management
  • Negotiation
  • Presentation
  • Strategic Planning
Job Description
As a Media Sales Lead, your role will involve leading end-to-end media sales for key FMCG clients and other brand categories. You will be responsible for developing and executing strategic sales plans to achieve revenue and growth targets. Building and maintaining strong relationships with brand teams, media planners, and procurement heads will be crucial. Additionally, collaborating with internal strategy, creative, and planning teams to craft tailored advertising solutions is essential. Identifying new business opportunities, managing client renewals & upselling, monitoring market trends, competitor activities, and client insights to inform sales strategies, as well as preparing and presenting high-impact sales pitches, proposals, and media plans are key responsibilities. Furthermore, mentoring and guiding the sales team to meet performance goals will be part of your role. Key Responsibilities: - Lead end-to-end media sales for key FMCG clients and other brand categories. - Develop and execute strategic sales plans to achieve revenue and growth targets. - Build and maintain strong relationships with brand teams, media planners, and procurement heads. - Collaborate with internal strategy, creative, and planning teams to craft tailored advertising solutions. - Identify new business opportunities and manage client renewals & upselling. - Monitor market trends, competitor activities, and client insights to inform sales strategies. - Prepare and present high-impact sales pitches, proposals, and media plans. - Mentor and guide the sales team to meet performance goals. Qualifications Required: - 10-15 years of experience in media sales or ad agency business development, preferably handling FMCG clients. - Strong network within the advertising and media ecosystem. - Proven track record of meeting revenue goals and driving large client accounts. - Excellent negotiation, presentation, and relationship management skills. - Strategic mindset with an ability to identify and convert opportunities. - Graduate or MBA in Marketing, Advertising, or a related field preferred.,
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posted 1 week ago
experience3 to 7 Yrs
location
Maharashtra
skills
  • search advertising
  • display advertising
  • media planning
  • media buying
  • data analysis
  • campaign execution
  • Google Analytics
  • project management
  • written communication
  • verbal communication
  • relationship building
  • billing
  • paid search campaign
  • multitasking
  • organizational skills
  • web metrics analysis
Job Description
As a Digital Planner/Buyer, your role involves working closely with clients, agencies, sites/publishers, and internal departments to plan, buy, and traffic all digital media. You will primarily focus on B2B, local, and national sites, requiring experience in both search and display advertising. Your ability to interpret research and data, distill relevant insights, develop media plans, and effectively communicate them internally and externally is crucial. Additionally, you will oversee campaign execution from start to finish, contributing to the growth of the agency's interactive media capabilities and educating the team. Key Responsibilities: - Participate in developing and managing integrated media plans under the Media Director's supervision. - Develop objectives, strategies, plans, and presentations. - Manage the media partner RFP process. - Maintain media plans, including changes, budgeting, execution, reporting, optimization, and invoice reconciliation. - Execute all digital plans and communicate changes to the account and creative team. - Develop and implement paid search campaign recommendations and optimizations in Google Ads. - Stay updated on industry standards, new media programs, and advise on innovative ways to reach targets. - Utilize information from syndicated research sources and build strong relationships with media partners. - Evaluate media opportunities, present media plans clearly in writing and orally, and provide campaign effectiveness reports to clients. - Handle digital media billing using monthly tracking reports and invoice reconciliation. Qualifications Required: - Strong mathematical abilities. - Detail-oriented with proficient project management skills, capable of multitasking, organizing, prioritizing, and structuring workload. - Experience using Google Analytics and other media tools. - Excellent interpersonal, verbal, and written communication skills, with the ability to develop well-written documents and presentations. If you are interested in this position, please email your resume to careers@tsbi.in.,
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posted 2 months ago

Supply Chain Manager

Lactalis India
experience5 to 9 Yrs
location
Maharashtra
skills
  • Production Planning
  • Supply Planning
  • Inventory Planning
  • Project Management
  • Logistics Management
  • Demand Planning
  • Crossfunctional Support
Job Description
Role Overview: As a Production and Supply Planning Manager, you will be responsible for overseeing the production planning, supply planning, inventory planning, and cross-functional support & projects. You will play a crucial role in ensuring the efficient flow of production processes, inventory management, and collaboration with various teams to meet demand requirements. Key Responsibilities: - **Production Planning:** - Prepare Rough Cut Capacity review plan for the upcoming month - Develop a Monthly Production plan for both own and intercompany products, segmented into weeks to align with the Replenishment plan, taking into account all production constraints after discussions with Production, Purchase, and Stores teams - Create a Day-wise Master Production Schedule (MPS) - **Supply Planning:** - Develop a week-wise Replenishment plan based on the current month's opening stock and Buffer vs Forecast for the current month and a 2-month rolling period - Determine Replenishment priorities by Warehouse for both own products and intercompany products - Formulate a Vehicle load plan based on replenishment priority and collaborate with the production planner to ensure the availability of Finished Goods (FG) from the Factory - Coordinate with the Logistics team to ensure timely dispatch of FG supply - **Inventory Planning:** - Establish CFA wise inventory ABC and DOH stock norms - Collaborate with Production and Supply planners to maintain inventory levels as per the demand forecast and in accordance with the CFA inventory holding norms - Conduct regular inventory reviews to identify and balance excess inventory, recognize potential obsolescence, and collaborate with Finance and Sales teams to liquidate near expiry stock - **Cross-functional Support & Projects:** - Coordinate with the Demand planning team to incorporate Adhoc demand production - Communicate effectively and work closely with the Production Team - Follow up with the Purchase & Stores team for any shortages in Raw Material and Packaging Material (RMPM) that may impact scheduled production Qualification Required: - Previous experience in production planning, supply planning, and inventory management roles - Strong analytical and problem-solving skills - Excellent communication and collaboration abilities to work effectively with cross-functional teams - Proficiency in using planning tools and software for production and inventory management Note: In addition to the key responsibilities mentioned above, you will also provide cross-functional support and collaborate on various projects within the organization.,
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posted 2 weeks ago
experience5 to 10 Yrs
location
Maharashtra
skills
  • Client Onboarding
  • Travel Technology
  • Data Mapping
  • SOPs
  • SLAs
  • Stakeholder Management
  • Documentation
  • Travel Industry
  • Implementation Management
  • Product Rollout
  • Client Integrations
  • EndtoEnd Implementation Management
  • API Integrations
  • Middleware Connections
  • ProblemSolving
  • Organizational Skills
Job Description
As an Implementation Manager in the Travel Industry, your role will involve leading client onboarding and product rollout initiatives. You will work closely with internal teams and clients to ensure smooth delivery, timely execution, and adherence to quality standards during the Go-Live phase. Key Responsibilities: - Manage client onboarding, account setup, and product implementation. - Coordinate with Sales, IT, and Operations to ensure timely project delivery. - Maintain project documentation, implementation planners, and milestone charts. - Support API integrations, middleware connections, and data mapping. - Prepare SOPs, SLAs, escalation matrices, and client-specific documentation. - Act as the primary client contact throughout the implementation phase. - Conduct progress reviews and ensure client expectations are consistently met. - Monitor quality parameters and escalate issues when required. - Contribute to internal knowledge repositories and process improvements. Required Skills & Qualifications: - Graduate or Postgraduate in Business, Technology, or related field. - 5-10 years of experience in Implementation / Product / Project Management within the Travel Industry (mandatory). - Strong understanding of travel technology platforms, GDS, API integrations, and operational processes. - Excellent communication, stakeholder management, and problem-solving skills. - Proven experience in client onboarding and software/product rollouts. - Strong documentation and organizational skills. In this role, you will have the opportunity to lead impactful implementation projects in the travel domain. You will be part of a collaborative work culture with cross-functional exposure, driving innovation and excellence in client delivery.,
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posted 1 month ago

Hiring For Business Analyst

DEVIKA STAFFING SOLUTION
experience0 to 4 Yrs
Salary6 - 9 LPA
location
Maharashtra, Oman+12

Oman, Qatar, Bihar, Himachal Pradesh, Assam, Kuwait, Chattisgarh, Odisha, United Arab Emirates, Dadar And Nagar Haveli, Madhya Pradesh, Rajasthan, Jharkhand

skills
  • analytics
  • business development
  • consulting
  • sap
  • mm
Job Description
Business analysts are the drivers of our continued growth and success. With their commitment to innovation, these analysts seek, develop, and help implement strategic initiatives for improved efficiency and productivity. Were currently searching for an experienced business analyst to help guide our organization to the future. From researching progressive systems solutions to evaluating their impacts, the ideal candidate will be a detailed planner, expert communicator, and top-notch analyst. This person should also be wholly committed to the discovery and development of innovative solutions in an ever-changing digital landscape. ResponsibilitiesPartner with stakeholders across business units (ex: sales, finance, security, compliance) to develop analyses and documentation in a collaborative way, communicating effectively and efficiently with production, managerial, and executive teamsEvaluate, analyze, and communicate systems requirements on a continuing basis, and maintain systems processes, including the delivery of monthly status reports to all appropriate partiesAuthor and update internal and external documentation, and formally initiate and deliver requirements and documentationConduct daily systems analytics to maximize effectiveness and troubleshoot problemsDevelop meaningful and lasting relationships with partners for optimized systems integration, and respond to questions and concerns from managers and executives with supporting research and recommendations Other DetailsSalary-41,000/- to 75,000/-Required Experience-0 To 4 YearsMinimum Age-18 RequirementsQualification Required-BCA,MCA,BBA.MBA,PHD,PGDM,All GraduateA bachelors degree in business or related field or an MBA.Work Department-Business AnalystWork Industry-IT,Automation,Banking,Finance,Education,Telecom,Skills-Current knowledge of SAP systems, deployment, and integration.for more clarification contact to this number-  9311873848 Also Share Your CV -5623kys@gmail.com RegardsHR Placement Team
posted 1 week ago

Financial Planner

ODH DEVELOPERS PRIVATE LIMITED
ODH DEVELOPERS PRIVATE LIMITED
experience13 to 21 Yrs
location
Singapore, Oman+18

Oman, South Africa, Saudi Arabia, Ambedkar Nagar, Kuwait, Chennai, Ramanathapuram, Murshidabad, Sudan, Hyderabad, Kolkata, Haldwani, Zambia, Jordan, Mumbai City, Ghana, Kenya, Delhi, Bhilwara

skills
  • management
  • budgeting
  • time
  • problem
  • leadership
  • communication
  • organizational
  • skills
  • solving
  • project
Job Description
We are looking for a Financial Planner to help clients manage their finances. You will be our clients trusted advisor in areas including investments, cash flow, savings and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development. If youre analytical, meticulous and customer-oriented, wed like to meet you. Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals. Responsibilities Analyze clients financial statuses (e.g. income, expenses and liabilities) Examine and suggest financial opportunities (e.g. insurance plans, investments) Develop sound plans and budgets for clients Customize financial plans according to clients changing needs Help clients implement their plans and carry out transactions Present and sell suitable financial products and services Find and approach prospective clients Build strong relationships to retain existing clients Maintain updated knowledge of regulations, practices and financial products
posted 2 months ago
experience2 to 6 Yrs
location
Maharashtra
skills
  • Graphics
  • Graphic Design
  • Typography
  • Event Planning
  • Social Media Management
  • Communication
  • Adobe Creative Suite
  • Logos
  • Branding Strategies
  • Creative Thinking
  • Innovative Thinking
  • Organizational Abilities
  • Design Software
Job Description
Role Overview: You will be working as an Event and Social Media Designer and Planner at The Last Goldfish in Mumbai. Your main responsibilities will include designing graphics, creating logos, developing branding strategies, and implementing typography for events and social media platforms. Key Responsibilities: - Utilize your graphics and graphic design skills to create visually appealing materials - Design logos and develop branding strategies for events - Implement typography effectively for social media platforms - Plan and execute events, as well as manage social media accounts - Utilize your strong creative and innovative thinking skills to come up with unique designs - Communicate effectively and maintain organizational abilities throughout projects - Utilize Adobe Creative Suite and other design software to create high-quality graphics Qualifications Required: - Proficiency in graphics and graphic design - Ability to design logos and develop branding strategies - Expertise in typography - Experience in event planning and social media management - Strong creative and innovative thinking skills - Excellent communication and organizational abilities - Proficiency in Adobe Creative Suite and other design software - Bachelor's degree in Graphic Design, Visual Communication, or related field,
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posted 2 months ago
experience4 to 8 Yrs
location
Navi Mumbai, Maharashtra
skills
  • Value creation
  • Analytical skills
  • SAP Knowledge
  • Supply chain management skills
  • Interpersonal effectiveness
  • Understanding customer needs
  • Team work
  • Taking initiative
  • Problem solving skills
  • Technical proficiency in use of computer applications
  • Project management skills
Job Description
Role Overview: At Dow, you will play a crucial role in deciding what, when, and where to produce for multiple production sites or plants. Your main responsibility will be to balance supply and demand to optimize product availability, asset utilization, and supply chain efficiencies. You will need to have a deep understanding of key business drivers within your discipline and function, expand your knowledge related to your area of expertise, and provide guidance to new team members. Key Responsibilities: - Lead and implement tactical plans across plants, ensuring schedule conformance and driving labor/capacity plans. - Develop plans for new item introductions and discontinuations, ensuring product availability and mitigating obsolescence. - Determine and execute effective sourcing rules regionally or globally. - Manage inventory levels and establish safety stock targets, aligning supply plans accordingly. - Support Supply Review preparation by reviewing reports/KPIs and ensuring integration with Finance and Accounting. - Drive continuous improvement by reviewing and enhancing the distribution network and manufacturing strategies. Qualifications: - Four or more years of experience in a Supply Chain or Manufacturing environment - University Degree, preferably in Supply Chain Management, Business, Engineering, or other Sciences - APICS certification preferred, OMP Knowledge is an advantage Additional Note: You should be able to work in shifts supporting different time zones. No relocation support is provided for this role. About Dow Chemical International Pvt Ltd: Dow Chemical International Private Limited (Dow India) is committed to delivering innovative, sustainable, and inclusive materials science solutions. With a focus on high-growth segments such as packaging, infrastructure, automobile, and consumer care, Dow India offers science-based products and solutions. As a Great Place to Work Certified company, Dow India values diversity and supports corporate social responsibility initiatives. Join the team at Dow and make a difference together. Benefits: - Competitive retirement program, including company-provided benefits and savings opportunities - Employee stock purchase programs and Student Debt Retirement Savings Match Program (U.S. only) - Robust medical and life insurance packages, with travel insurance available in certain countries/locations - Opportunities for training, mentoring, and community involvement - Workplace culture promoting flexibility and work-life balance - Competitive yearly vacation allowance and paid time off for various purposes - Employee discounts and additional benefits based on location Note: For more information on Dow's equal opportunities in employment, visit www.dow.com.,
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posted 2 months ago

Investment Specialist

Money Honey Financial Services Pvt Ltd
experience0 to 4 Yrs
location
Maharashtra
skills
  • Portfolio Management
  • Investment Advisory Services
  • Client Relations
  • Business Development
  • Mutual Funds
  • Customer Relationship Management CRM
  • Business Process Outsourcing BPO
Job Description
As an Investment Specialist, you will be responsible for providing investment advisory services and managing client relations in the financial advisory industry. Your role will involve portfolio management, business development, and client engagement. **Key Responsibilities:** - Deep understanding of products like Mutual Fund, Corporate Fixed Deposit, RBI Bond, Non-Convertible Debenture (NCD), and 54EC Capital Gain Bond - Knowledge about capital market, fixed income market, commodity market, precious metals, real estate, economy, and various sectors - Regular interaction and sessions with Fund Managers - Tracking Global Market activity, Govt. Policies, Central Banks Policies, Inflation, and other factors - Client engagement activities over the phone to build sound relationships - Exchange latest updates about new products or upcoming changes in existing products - Increase wallet share from existing clients and acquire new clients - Help existing clients with service issues post-transaction - Conduct portfolio reviews for existing clients at periodic intervals - Showcase investment products to clients and align investments based on their needs and risk appetite - Drive business growth and expand the client base **Qualifications Required:** - Keen interest in building a career in the financial industry, especially in the investment domain - Strong mathematical and analytical skills - Passion for reading and staying informed about financial trends - Ability to initiate conversations with unknown individuals - Excellent communication skills, particularly over the phone - Bachelor's degree in finance, economics, accounting, or a related field - Professional certifications like Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) will be an added advantage If you are looking to embark on a career in financial advisory and possess the necessary skills and qualifications, we encourage you to connect with our HR team to explore the opportunity as an Investment Specialist at our company.,
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posted 1 week ago
experience3 to 7 Yrs
location
Maharashtra
skills
  • Digital Marketing
  • Social Media
  • Brand Management
  • Campaign Management
  • Content Strategy
  • Design
  • Market Research
  • Presentation Skills
  • Team Management
  • Advertising
  • Client Management
  • Strategic Planning
Job Description
As an Account Planning Manager based in Mumbai, you will play a crucial role in shaping innovative and interactive digital campaigns for both new client pitches and existing clients. Your deep understanding of brands, social media, and digital marketing will be instrumental in crafting campaigns that provide effective solutions to client briefs. Your ability to identify objectives and action points from client briefs and turn them into compelling campaigns will set you apart in this role. Your role will involve leading new business pitch presentations from start to finish, crafting narratives, and overseeing the execution of sample creatives. Collaboration with various teams such as content, design, films, outreach, and media will be essential to ensure that the pitch meets the client's expectations and stands out in the market. You will be immersed in a dynamic work environment where you will encounter diverse projects ranging from OTT shows to tech companies to baby products. Your responsibilities will include leading brainstorming sessions to generate creative insights, conducting research on industry trends, and gathering consumer insights for new client pitches. Additionally, you will be required to observe market dynamics, identify brand positioning, and create effective communication strategies for clients. Your expertise in visualizing ideas across multiple platforms, conceptualizing strategies, and pitching to clients will be critical in driving the success of campaigns. Moreover, you will be tasked with leading a team of planners/strategists, guiding them to become the next generation of industry leaders. In summary, your role as an Account Planning Manager will involve: - Crafting innovative and interactive digital campaigns for new and existing clients - Leading new business pitch presentations and collaborating with cross-functional teams - Conducting research on industry trends and consumer insights for client pitches - Visualizing ideas across multiple platforms and leading the execution and amplification process - Leading a team of planners/strategists and nurturing them to excel in the industry Your passion for brands, digital marketing, and storytelling, coupled with your presentation skills and leadership abilities, will be instrumental in driving the success of campaigns and shaping the future of strategic planning in the industry.,
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posted 2 months ago
experience2 to 6 Yrs
location
Maharashtra
skills
  • Sales
  • Modern Trade
  • Marketing
  • Business
  • Execution
  • Project Management
  • eCom
  • FMCG industry
  • D2C brands
  • Platform Activations
Job Description
Role Overview: Flexing It is a freelance consulting marketplace that connects freelancers and independent consultants with organisations seeking independent talent. Flexing It has partnered with a leading global FMCG company to seek a Trade Marketing Consultant for D2C Startups. This role involves a mix of customer development and customer marketing, focusing on expanding a recently acquired D2C Brand in further MT and eCom channels to reach 1000crs. As a Trade Marketing Consultant, you will be responsible for planning and executing trade budgets, launching and executing D2C Brand in MT channels, ensuring stock availabilities, managing networks, and executing on-platform activations. Key Responsibilities: - Plan and execute the right trade budgets for each brand x account - Own end-to-end launch and execution of D2C Brand in MT channels led by multiple accounts - Work with Demand Planners and Supply chain partners to ensure the right stock availabilities for customers - Manage multiple networks/project management and coordinate with internal and external stakeholders - Plan and execute end-to-end on-platform activations, including vendor management Qualifications Required: - 2+ years of sales experience in eCom/modern trade accounts in the FMCG industry (new-age D2C brands preferred) - A degree in Marketing, Business, or a related field - High on execution, Owners Mindset, Results Oriented, Good with Numbers - Preference for someone with Sales/CD/project Management/Platform Activations experience,
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posted 2 months ago

Sales Manager Resort

Aavesh Enterprises
experience3 to 7 Yrs
location
Nashik, Maharashtra
skills
  • Sales strategies
  • Client relationship management
  • Market research
  • Market analysis
  • Coordination
  • Execution
  • Reporting
  • Forecasting
  • Communication skills
  • Negotiation skills
  • Interpersonal skills
  • MS Office
  • Hospitality industry knowledge
  • CRM software
  • Hotel management systems
Job Description
Job Description: As the Sales Manager at the resort, your primary responsibility is to drive business by identifying and developing new markets, maintaining client relationships, and achieving sales targets. You will play a crucial role in enhancing the resort's revenue and brand visibility. Key Responsibilities: - Develop and implement sales strategies to maximize occupancy, revenue, and profitability. - Identify and target potential clients including corporates, travel agencies, event planners, and OTAs. - Conduct sales calls, client meetings, and presentations to promote the resort's offerings. - Negotiate and close deals for room bookings, events, weddings, and group packages. Client Relationship Management: - Maintain strong relationships with existing clients to ensure repeat business. - Act as a point of contact for key accounts and respond promptly to client inquiries. - Collect feedback to improve service offerings and client satisfaction. Market Research & Analysis: - Analyze market trends, competitor performance, and customer needs to refine sales strategies. - Monitor booking patterns and identify new sales opportunities. Coordination & Execution: - Work closely with the marketing team to execute promotional campaigns and offers. - Coordinate with the operations team to ensure smooth execution of group stays and events. - Collaborate with the reservations team to manage group bookings and rate plans. Reporting & Forecasting: - Prepare regular sales reports, forecasts, and performance analysis for management review. - Track sales targets, conversion rates, and pipeline status using CRM tools. Qualifications & Skills: - Bachelor's degree in Hospitality, Business Administration, or a related field. - 3-6 years of sales experience in the hospitality industry, preferably with resorts or hotels. - Strong understanding of corporate, leisure, and MICE markets. - Excellent communication, negotiation, and interpersonal skills. - Proficient in CRM software, MS Office, and hotel management systems. - Goal-driven, self-motivated, and able to work independently. - Fluency in English; additional languages are a plus. Work Environment: You will be based at the resort with frequent travel for client visits, trade shows, and networking events. This role may require flexible hours, including weekends or holidays during high business periods. Benefits: - Cell phone reimbursement - Commuter assistance - Food provided - Provident Fund Schedule: - Day shift - Fixed shift,
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posted 2 months ago
experience5 to 9 Yrs
location
Maharashtra
skills
  • Digital Marketing
  • Social Media
  • Brand Management
  • Campaign Management
  • Content Strategy
  • Design Strategy
  • Market Research
  • Presentation Skills
  • Team Management
  • Advertising
  • Client Management
  • Strategic Planning
Job Description
As a Sr Account Planning Manager, you are deeply immersed in the world of brands, social media, and digital marketing. Your knowledge of the latest trends, campaigns, and emerging technologies is unparalleled. Your creative thoughts flow constantly, and you strive to achieve recognition in the form of a Cannes trophy. You excel at deciphering client briefs, translating objectives into actionable campaigns, and delivering innovative solutions. Your role involves crafting compelling narratives for new business pitches, from conceptualization to the execution of creatives. Collaborating with various teams, such as content, design, films, and media, you ensure that the client is presented with an irresistible offer. You lead brainstorming sessions to breathe life into creative ideas for both new and existing clients. Your dedication to research enables you to stay abreast of industry trends and incorporate relevant insights into your pitches. By analyzing market dynamics and understanding brand positioning, you develop effective communication strategies for clients. Your responsibilities include visualizing ideas across multiple platforms, conceptualizing strategies, pitching to clients, and overseeing the onboarding process. Additionally, you play a crucial role in mentoring and guiding a team of planners/strategists, shaping them into future industry leaders. In summary, you are a visionary storyteller, strategic thinker, and team leader, driving the success of new business initiatives and fostering innovation within the organization.,
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posted 2 months ago

Assistant Operation Manager - Weddings

IWP - Indian Wedding Planners
experience3 to 7 Yrs
location
Maharashtra
skills
  • Client Servicing
  • Relationship Management
  • Account Management
  • Solution Delivery
  • Client Interaction
  • Report Preparation
  • Business Administration
  • Marketing
  • Negotiation
  • Presentation
  • Verbal Communication
  • Written Communication
  • Corporate Event Management
  • Needs Identification
  • Listening
Job Description
As a Client Servicing Manager at IWP - Indian Wedding Planners, your role is vital in nurturing and expanding client relationships. Your main focus will be to deliver the highest level of service and satisfaction to clients, in line with our commitment to excellence in corporate event management. - Build and maintain strong, long-lasting client relationships. - Act as the main point of contact and manage individual client accounts. - Coordinate with internal teams to ensure timely and successful delivery of solutions according to client needs. - Work closely with clients to identify needs and challenges, and propose innovative solutions. - Identify growth opportunities within existing client accounts. - Prepare reports on account status and maintain updated records of client interactions, transactions, and feedback. Qualifications: - Bachelors degree in Business Administration, Marketing, or a related field. - Proven work experience as a Client Servicing Manager, Account Manager, or a relevant role in event management or service industry. - Excellent listening, negotiation, and presentation abilities. - Strong verbal and written communication skills.,
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posted 2 weeks ago

Account Planner

Ripple Media
experience3 to 7 Yrs
location
Maharashtra
skills
  • brand strategy
  • market research
  • data analysis
  • liaising with clients
  • communicating
  • advertising strategies
  • consumer perception
  • creative brief
Job Description
As a Brand Strategist with 3-5 years of experience, your role involves liaising with clients to identify specific business problems and develop ideas. You will communicate with colleagues within the agency, such as creatives and account managers, in the process of developing a campaign. It is essential for you to have a strong brand strategy to gain a comprehensive context for advertising strategies by analyzing detailed information like demographics, socio-economics, and the market for the client's product and market share. Key Responsibilities: - Find an "angle" on a specific product or service for the advertising campaign - Research the product or service to be advertised, which may involve gaining technical or specific knowledge - Reconcile the differences between consumers" current perceptions of the brand and the desired brand perception - Meet with the client to understand the brand background and advise on target market approaches - Provide the creative team with a clearly defined brief containing concise information on the product, audience, and strategy - Present conclusions and ideas to clients and agency staff - Analyze and interpret customer response and sales data to evaluate campaign effectiveness Qualifications Required: - 3-5 years of experience in brand strategy - Strong analytical skills to interpret market data effectively In this role, you will play a crucial part in developing advertising campaigns that resonate with the target audience and drive brand success.,
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