... 'One Stop Financial Supermarket,' offering a wide range of products and services including equities, derivatives, commodities, currency, bonds, fixed deposits, DEMAT services, and mutual fund distribution. It provides technology-driven solutions such as PSIP, margin financing, NCDs, a share trading app (PSMART), a mutual ...
... - Proactive and Efficient: Acts swiftly and decisively to achieve objectives, ensuring timely completion of tasks. Regulatory Certifications: - FEDAI, NISM (Demat), and IRDA certifications are preferred or should be obtained / transferred to HSBC mapping within 3 to 6 months of onboarding Pro-tip : Familiarity with AI-enabled ...
... requests. Ensure compliance with SEBI regulations and company policies while handling customer requests. Basic knowledge of the Indian Stock Market, NSE, BSE, Demat Accounts, and Trading Accounts. Proficiency in MS Office – Excel, Word, and Outlook. Strong problem-solving and customer service skills. Knowledge of CRM software ...
... decisively to achieve objectives, ensuring timely completion of tasks. Familiarity with AI-enabled tools is an advantage. Regulatory Certifications: FEDAI, NISM (Demat), and IRDA certifications are preferred or should be obtained / transferred to HSBC mapping within 3 to 6 months of onboarding Additional Information Mandatory ...
... customers. Since its inception, the company has established itself as a preferred trading platform for NSE & BSE, with its integrated 3-in-1 account (Trading + Demat + Savings) backed by state-of-the-art technology. Years of Experience: 3-5 years As a Media Planning & Buying Manager, you will: Media Strategy & Planning Develop ...
... Corporates, Trusts, and NRIs). - Meticulously verify Know Your Customer (KYC) and Anti-Money Laundering (AML) documentation. - Ensure accurate setups for Trading, Demat, and Wealth Management platform accounts. 2. Stakeholder Collaboration - Partner closely with Relationship Managers (RMs) and Investment Counselors to resolve ...
... financial services business based in Jalandhar and a Motilal Oswal franchise. We help clients access financial services, including stock market investments, demat accounts, mutual funds, and financial planning solutions. Activity on Internshala Hiring since August 2026 1 opportunity posted Additional Questions Sign up ...