PARAM INVESTOPEDIA

Career at Param

As a rapidly growing organization in the Investments & Insurance space, we are looking out for:

  • CFP/ CWM/ RIA certified professionals with 1 to 3 years work experience in client facing roles, and
  • Experienced or Fresh candidates seeking a career in back-office operations
  • Interested candidates should mail their resumes to info@paraminvest.in

What we expect from you

Willingness to make a career in Personal Finance

Ethical

Good written and spoken English

Advanced working knowledge of Excel

Attention to detail

Process driven

Closure Focus

Willingness to learn

Self-Starter

Peoples Person

What you can expect from us

Meritocratic culture

Performance driven pay

Structured onboarding & training

Ongoing professional & skill development

Individual mentoring

Professional outlook with a personal touch

Open access to management

Driven by values

Work interspersed with planned doses of fun

Sponsorship of relevant certificate courses

Current Openings

  • Please email your resumes to info@paraminvest.in, specifying the job profile you are interested in.
RELATIONSHIP
MANAGER		 OPERATIONS EXECUTIVE-
MUTUAL FUNDS & FIXED		 OPERATIONS EXECUTIVE-
INSURANCE		 OPERATIONS EXECUTIVE-
EQUITY
Job Profile &
Responsibilities

Key Responsibility Area:

  • Client Sourcing
  • Periodical Financial Review
  • Day to Day Coordination between Client & Operations
  • Up sell and Cross sell
  • Renewals of Investment & Insurance Products

Key Performance Indicator:

  • New Client Conversion
  • Client Retention
  • New Client Referrals
  • Product Sales Outcomes
  • 100% Renewals
  • 100% Client Wallet Share

Key Responsibility Area:

  • New Client Account Creation
  • Executing Daily Transactions
  • Coordination with AMC's , Query Resolution
  • Periodical MIS
  • Updating and Implementing new processes

Key Performance Indicator:

  • Zero Error
  • Timely Execution
  • Relationship building with AMC's & Product Companies

Key Responsibility Area:

  • Preparing Quotations for new Proposals, Coordination till Conversion
  • Coordination for Maturities & Claims
  • Coordiantion with Insurance Companies, Query Resolution
  • Generating periodical MIS
  • Updating and Implementing new processes

Key Performance Indicator:

  • Zero Error
  • Timely Execution
  • Relationship building with Insurance Company

Key Responsibility Area:

  • New Client Account Creation
  • Executing Daily Transactions
  • Coordiantion with Stock Broker, Query Resolution
  • Generating periodical MIS
  • Updating and Implementing new processes

Key Performance Indicator:

  • Zero Error
  • Timely Execution
  • Relationship building with Stock Broker
Qualifications
  • CFP/ NISM Level-1 & Level-2 Registered Investment Advisor Certification & NISM V-A MF Certification
  • Other Skills-Advanced working knowledge of Excel, Basic Knowledge of Word & Power Point, Good written and spoken English
  • Graduate with NISM V-A MF Certification
  • Other Skills-Advanced working knowledge of Excel, Basic Knowledge of Word & Power Point, Good written and spoken English
  • Understanding of Mutual Fund & Fixed Income Product Operations
  • Graduate with IRDA Certification
  • Other Skills-Advanced working knowledge of Excel, Basic Knowledge of Word & Power Point, Good written and spoken English
  • Understanding of Life Insurance Operations
  • Graduate
  • Other Skills-Advanced working knowledge of Excel, Basic Knowledge of Word & Power Point, Good written and spoken English
  • Understanding of Equity Operations
Desired Candidate Profile
  • Willingess to make a long term career in Wealth Mangement
  • Atrributes of Trust, Integrity, Self Starter, Closure Focus, Customer Focus
  • Willgness to Learn, Attention to Detail, Team Player
  • Age of 30+
  • Residing between Andheri and Dahisar
  • 1 to 3 years relevent work experience with a AMFI registred Mutual Fund Distributor or Wealth Manager
  • Willingess to make a long term career in Wealth Mangement
  • Atrributes of Trust, Integrity, Self Starter, Closure Focus, Customer Focus
  • Willgness to Learn, Attention to Detail, Team Player
  • Age of 30+
  • Residing between Andheri and Dahisar
  • 1 to 3 years relevent work experience with a AMFI registred Mutual Fund Distributor or Mutual Fund House
  • Willingess to make a long term career in Wealth Mangement
  • Atrributes of Trust, Integrity, Self Starter, Closure Focus, Customer Focus
  • Willgness to Learn, Attention to Detail, Team Player
  • Age of 30+
  • Residing between Andheri and Dahisar
  • 1 to 3 years relevent work experience with an Insurance Agent or Insurance B2C Portal or Insurance Company
  • Willingess to make a long term career in Wealth Mangement
  • Atrributes of Trust, Integrity, Self Starter, Closure Focus, Customer Focus
  • Willgness to Learn, Attention to Detail, Team Player
  • Age of 30+
  • Residing between Andheri and Dahisar
  • 1 to 3 years relevent work experience with a Sub Broker or Stock Broker
Remuneration
  • Commensurate with experience and marked to market
  • Performance Bonus
  • 3.6 Lacs - 4.8 lacs
  • All Statutory benefits
  • Commensurate with experience and marked to market
  • Performance Bonus
  • 3 Lacs - 3.5 lacs
  • All Statutory benefits
  • Commensurate with experience and marked to market
  • Performance Bonus
  • 3 Lacs - 3.5 lacs
  • All Statutory benefits
  • Commensurate with experience and marked to market
  • Performance Bonus
  • 3 Lacs - 3.5 lacs
  • All Statutory benefits
Interview

In person Interview +
Technical Test

In person Interview +
Technical Test

In person Interview +
Technical Test

In person Interview +
Technical Test
Connect with us