... targets• Cross-sell Insurance, Bonds, PMS/AIF, and investment products. Qualifications • Graduate (https://jobeax.com/link/qWXnjFgQhSFTUarO / BBA / MBA preferred)• NISM-Series-XIII certification (Derivatives certification will be an added advantage) Experience • 1–5 years of experience in Mutual Fund sales, financial product ...
... ecosystem (BSE, NSE) and its intersection with global Forex/CFD trading - Bachelor's degree in Finance, Business, Economics, or a related field (MBA preferred); NISM/NCFM certification is a plus - Excellent English communication skills; proficiency in Hindi or other regional languages is an advantage - Willingness to travel ...
... reporting. Requirements Experience: 2–10 years; prior experience in mutual fund distribution, wealth sales, or private banking is preferred. Certifications: NISM VA certification is mandatory Education: Graduate/postgraduate in finance, business, or related fields. Skills: Strong relationship management, negotiation, presentation ...
... environment. - 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 ...
Salesforce ArchitectExperience : 12+ YearsLocation : Hyderabad / BhubaneswarWork Mode : HybridNotice Period : Candidates who can join within 15 days or lessRole Overview :We are looking for an experienced Salesforce Architect to design, develop, and implement scalable Salesforce solutions aligned with business
... clients on their investment needs and risk coverage - Keep abreast of the current financial and market trends and continuously engage with clients on market developments Experience in handling wealth products is a must - Graduation is a must - NISM VA & IRDA Certification preferred - Education: MBA - Marketing and Finance
... Sales, Business Development, Telecalling, BFSI, Fintech, or Financial Services. - Strong knowledge of the Indian Stock Market is mandatory. - Candidates with NISM certification will be strongly preferred. - Candidates who have completed NISM Series VIII / XV / relevant NISM certifications are preferred. - Good understanding ...
... software is an added advantage. Graduate in any discipline. - https://jobeax.com/link/qWXnjFgQhSFTUarO, BBA, MBA, or Finance-related qualifications preferred. - NISM certification is an added advantage. - 1–3 years of experience in Customer Support, Client Servicing, Stock Broking, or Financial Services preferred. Graduate ...
... when required. Prepare MIS reports and business reviews for management. Graduate/Postgraduate in Commerce, Finance, Business Administration, or related field. NISM Certifications preferred. MBA (Finance/Marketing) will be an added advantage. Strong knowledge of Capital Markets and Stock Broking products. Business development ...
... marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. - Acquisition and Handling a group of HNI( High Net Worth Exclusive) and UHNIs Clients - Profiling Customers and provide financial products to meet customer needs MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified
... in English and local languages. Accreditations - Professional Qualifications: Obtain necessary professional and regulatory certifications such as AMFI, IRDA, NISM XXI A (PMS Certification), and NISM XIII (SIF Certification) as per market requirements. Pro-tip : Familiarity with AI-enabled tools is an advantage. - Mandatory ...
... on Daily, weekly and monthly basis. - Timely FI and disbursement of finance to the customers To do appraisal/ Review of performance of TCFSL's team in the region. - Target achievement Customer satisfaction level Build client relationship internal and external.' MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified
... Services according to Customer Needs - To Enhance & Retain customer profitability by capturing larger share of Wallet - Ensure profitability of the portfolio: Generate high Income per Customer - Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified
... in English and local languages. Accreditations - Professional Qualifications: Obtain necessary professional and regulatory certifications such as AMFI, IRDA, NISM XXI A (PMS Certification), and NISM XIII (SIF Certification) as per market requirements. Pro-tip : Familiarity with AI-enabled tools is an advantage. - Mandatory ...
... Client Success Specialist to manage and deepen relationships with an active portfolio of retail, affluent & HNI investors. Bangalore | Hybrid 2–5 Years Experience NISM Series V-A – Mandatory Why this role stands out: ✅ No Cold Calling – Work with an assigned portfolio of active clients. Relationship-Led Role – Build meaningful, ...
... Certifications and Requirements: Education Qualifications Graduate / Postgraduate with a minimum of 5-10 years of experience in Banking Industry. Certifications FEMA, NISM Other Requirements The applicant should - Deliver at pace and have a hands-on approach - Be result oriented and dynamic - have brilliant Interpersonal and communication ...
... in English and local languages. Accreditations - Professional Qualifications: Obtain necessary professional and regulatory certifications such as AMFI, IRDA, NISM XXI A (PMS Certification), and NISM XIII (SIF Certification) as per market requirements. Pro-tip : Familiarity with AI-enabled tools is an advantage. - Mandatory ...
... and 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 ...
... Understanding of J2EE concepts and experience of any application server Preferred Skill Sets Familiarity with agile ways of working and cross-functional teams. Exposure to reference data vendors. Atleast one scripting language: Shell / python /Java Capital market know how and any certification of NCFM/NISM or trade life cycle.