People are the most important assets at Enrichwise we focus on hiring individuals with intelligence, dedication, team spirit, integrity and a strong work ethic. We welcome the opportunity to speak with talented professionals who have relevant credentials and experience in investments, marketing and client relations, accounting, legal, compliance, information technology, administrative support or other relevant areas.

Job Openings

Graphic Designer + Video Editor

No of openings – 2

Experience – 2-3 Yrs

Location : Thane, Hiranandani Estate

We are looking for Graphic Designer to join our team.

Key Responsibilities :

Create designs and visual graphics for digital and print media

Developing concepts, graphics and layouts, including making decisions about fonts, images, readability and readers’ needs.

Ensure projects are completed in a timely manner with a quality product

Skills Required :

Video editing experience is preferable.

Basic written and good verbal communication skills.

Adobe Photoshop, Adobe Illustrator, Corel Draw, Adobe Creative Suite

Salary : As per Company Std.

Professional growth opportunities.

Positive and collaborative work environment.

If you are ready to embark on a rewarding career in customer service and meet the eligibility criteria.

 

*Interested Candidates can mail their CV on the below email address-

Email: hr@enrichwise.com

Contact Number: 8779473221

Senior Business Development and Marketing Head

Job Title: Senior Business Development and Marketing Head

Location: Thane

Job Type: Full-Time

About Enrichwise: Enrichwise is a leading financial advisory firm specializing in wealth management, mutual funds, and financial planning. We are dedicated to helping our clients achieve their financial goals through expert advice and personalized service.

Job Description:

Enrichwise is seeking a dynamic and experienced Senior Business Development and Marketing Head to join our team. The ideal candidate will have a strong background in finance, with specific experience in mutual funds. This role is critical in driving growth and expanding our market presence.

Key Responsibilities:

  • Develop and execute strategic business development and marketing plans to achieve company goals.
  • Identify and pursue new business opportunities in the financial and mutual fund sectors.
  • Build and maintain relationships with key stakeholders, including clients, partners, and industry professionals.
  • Lead and manage marketing campaigns to promote Enrichwise’s services and products.
  • Conduct market research and analysis to stay informed of industry trends and competitor activities.
  • Collaborate with the sales team to develop and implement effective sales strategies.
  • Monitor and report on the effectiveness of marketing and business development initiatives.
  • Represent Enrichwise at industry events, conferences, and networking opportunities.

Qualifications:

  • Bachelor’s degree in Finance, Marketing, Business Administration, or a related field. MBA or advanced degree is a plus.
  • 5-8 years of experience in business development and marketing within the finance industry, with a focus on mutual funds.
  • Proven track record of achieving business growth and developing successful marketing campaigns.
  • Strong understanding of financial products, mutual funds, and investment strategies.
  • Excellent communication, negotiation, and presentation skills.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Proficient in using CRM software, marketing tools, and Microsoft Office Suite.

What We Offer:

  • Competitive salary and performance-based bonuses.
  • Comprehensive benefits package, including health insurance and retirement plans.
  • Opportunities for professional growth and development.
  • A supportive and collaborative work environment.

*Interested Candidates can mail their CV on the below email address-
Email: hr@enrichwise.com
Contact Number: 8779473221

Insurance Head

Position Name Insurance Manager
No of Vacancy 1 no
Job Specification Process policy documents, monitors policy schedule and updates policy renewal status. He/She prepares application and administrative documents for submission. He/She handles and provides case management for clients’ insurance application.
Key Responsibilities To handle claim assessment and control the process within TAT – To analyze the case and trigger investigations wherever necessary – To ensure appropriate scanning of claim documents for fraud check – To respond to claimant queries / mails properly with prompt action – To ensure client servicing, prompt reply, action initiation – To ensuring payment of claim to the correct nominee/beneficiary – To identify and mitigate the risk in discussion with manager Specific Authorities( Financial & Non Financial) : – Investigation trigger of Claims for appropriate Assessment – Appropriate assignment of cases to Reinsurance for Opinion – Preparation of letters in line with Company policy Internal Key Performance Indicators : – Accuracy in Claims Assessment & Payout = 100%
Experience  5 – 8 years
Primary Skill (Must Have) Relevant Experience in Insurance, and good communication
Secondary Skill (Good To Have)
Educational Criteria Graduate in Finance / BBI/ BFM
Work Location Thane, Mumbai
Salary Range As per Company Standard

 

*Interested Candidates can mail their CV on the below email address-
Email: hr@enrichwise.com
Contact Number: 8779473221

Senior Finance Operation Executive (MF)

Job Opportunity : Senior Finance Operation Executive (MF)
No of openings – 5

Experience – 5-8 Yrs
Location : Thane, Hiranandani Estate

We are looking for Mutual Fund Operations Executives to join our team. If you are from a financial domain, understand the world of finance, or have done professional courses in finance and are interested in Wealth Management, Exposure to Stock Market Investment, Insurance & Taxation then you will love this position.

Key Responsibilities :
Handle customer queries and concerns through various communication channels.
Provide accurate and timely information to customers.
Collaborate with team members to ensure efficient customer service.
Maintain documentation of customer interactions and transactions.

Skills Required :
Basic written and verbal communication skills.
Familiarity with open office applications, MS Word, and Excel.

Eligibility :
Graduation in finance related stream or Bcom, BBI, BFM
NISM Series 5 A Certification is a plus and will be given preference
Knowledge of Financial & Securities market and Insurance

Salary : As per Company Std.
Professional growth opportunities.
Positive and collaborative work environment.
If you are ready to embark on a rewarding career in customer service and meet the eligibility criteria.

 

*Interested Candidates can mail their CV on the below email address-
Email: hr@enrichwise.com
Contact Number: 8779473221

Mutual Fund Sales Executive (Finance)

Job Opportunity : Mutual Fund Sales Executive (Finance)
No of openings – 5

Experience – 2-3 Yrs
Location : Thane, Hiranandani Estate

We are looking for Mutual Fund Sales Executive (Finance) to join our team. If you are from a financial domain, understand the world of finance, or have done professional courses in finance and are interested in Wealth Management, Exposure to Stock Market Investment, Insurance & Taxation then you will love this position.

Key Responsibilities :
Handle customer queries and concerns through various communication channels.
Lead generation and conversion of existing and new clients.
Collaborate with team members to ensure efficient customer service.
Maintain documentation of customer interactions.

Skills Required :
Basic written and good verbal communication skills.
Familiarity with open office applications, MS Word, and Excel.

Should be open to field work.

Good presentation skills.

Eligibility :
Graduation in finance related stream or Bcom, BBI, BFM
NISM Series 5 A Certification is a plus and will be given preference
Knowledge of Financial & Securities market and Insurance

Salary : As per Company Std.
Professional growth opportunities.
Positive and collaborative work environment.
If you are ready to embark on a rewarding career in customer service and meet the eligibility criteria.

 

*Interested Candidates can mail their CV on the below email address-
Email: hr@enrichwise.com
Contact Number: 8779473221

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