We are a financial services company specializing in Mutual Fund Distribution, committed to providing professional investment solutions and exceptional client servicing.
2 Key Responsibilities
Handle customer queries, provide support, and ensure timely resolution.
Maintain client records, prepare reports, and update MIS on a regular basis.
Assist in processing investment transactions, documentation, and compliance requirements.
Coordinate with internal teams to ensure smooth operations and client satisfaction.
Generate and analyze reports in Excel for management review.
Support day-to-day back-office operations related to financial services.
3 What We're Looking For
Proficiency in MS Office with strong knowledge of Excel/MIS.
3Ð5 years of experience in financial services, back-office operations, or customer support (preferred).
Strong communication, organizational, and problem-solving skills.
Attention to detail and ability to work independently as well as in a team.
Straight answers on engagement models, timelines and how we run a mandate—no jargon, no surprises.
Categories
We work on both models depending on the requirement. Most mandates are success-based, while specialised and leadership searches are typically run on a retained basis.
Timelines depend on role complexity. Most positions see a relevant shortlist within 5–10 working days of sharing the brief.
Yes. We run large-scale and volume hiring drives with dedicated sourcing teams and structured coordination.
Yes. With offices across Chandigarh, Gurgaon, Mumbai, Hyderabad and Bangalore, we support hiring nationwide.
We begin every engagement with a detailed briefing to understand the role, team structure, and business context before sourcing.
Permanent staffing, Recruitment Process Outsourcing (RPO), executive search, bulk hiring, and contract or temporary staffing—plus HR consulting.
IT and technology, manufacturing, healthcare and pharma, finance and accounting, retail, logistics, media and more.
Yes. We run discreet, retained searches for senior management and leadership mandates.
Yes. We provide flexible contract, temporary, and project-based staffing for short-term and seasonal needs.
Yes. We provide end-to-end RPO support for ongoing and large-scale hiring requirements.
You receive regular shortlists, coordinated interviews, and clear status updates at every stage of the process.
We focus on relevance over volume—only genuinely matched profiles are shared, backed by structured screening.
Replacement terms are agreed upfront as part of the engagement, so expectations are clear from the start.
Yes. Sensitive and leadership mandates are handled discreetly to protect both your business and the candidates.
Candidate information is handled securely and shared only with your consent, in line with good data practice.