12 Amfi Certified Jobs

About The Role Job Role Develops and expands existing High Net worth Customer relationships for liabilities Deepens relationships sourcing family accounts Cross sells bank products & builds penetration for remote banking channels like net/mobile banking Informs customers of new products or product enhancements to further expand the banking relationship. Maintains complete relationship record for assigned customer accounts. Ensures high levels of customer service orientation to meet benchmark NPS. Collaborates with the field sales teams to ensure lower cycle times and best conversion ratios About The Role Graduate with min 2 years, or Post Graduate with a min of one year of experience Experience in tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA Excellent communication skills Verbal & Written Flair for Sales Good listening skills and strong communication abilities.

acquisition of direct sales relationship with -- HNI, Micro/ SME Corporate, Charitable Trust , Co-operative and Commercial Banks and other specific segments selling Mutual fund as the core product along with PMS, PE, and debt Responsible for Target.

We have job openings for RM/Sr. RMs for Mutual Fund Sales for several locations as mentioned below: Ajmer, Allahabad, Amravati, Amritsar, Aurangabad, Bhubaneswar, Bhuj, Bikaner, Cochin, Dehradun, Dhule, Fatehpur, Firozpur, Gorakhpur, Gwalior, Jabalpur, Jalandar, Jalgaon, Jhansi, Jodhpur, Kolhapur, Lucknow, Panaji, Patna, Satara and Shimla. Role & responsibilities Promote and sell mutual fund products to Individuals, HNI, MFD's (B2B) Conduct client meetings and investment presentations. Analyze clients financial goals and recommend suitable mutual fund schemes. Ensure compliance with SEBI and AMFI regulations. Achieve monthly/quarterly sales targets. Maintain strong relationships with existing clients for upselling/cross-selling. Regularly update knowledge on mutual fund products and market trends. Preferred candidate profile Graduate/Postgraduate in Finance/Marketing or related field. AMFI Registration (mandatory). 1 to 3 years of experience in financial product sales preferred Strong communication, analytical, and interpersonal skills.

Role - Senior Lead Executive Exp - 3+ Years Location - Hyderabad What is the Senior Lead Executive- GSS Asia/EMEA Cust Svcs AMC group responsible for? This job requires and individual to handle phone calls, take care of walk-ins, receive and report commercial transactions, do first level NIGO checks for all Commercial and Non-Commercial transactions, and perform all other support and regulatory functions that are required at an AMC. What are the ongoing responsibilities of a Senior Lead Executive ? Initial processing of investor applications at the branch, liaising with the back office and generating reports at the branch. Generating account statements and cross checking the same. Handling calls pertaining to clarifications of processed transactions. Dispatching redemption, compensation payments or rejection letters and other correspondence to investors and commission payments to distributors within the prescribed timelines. Tallying of the time stamping logbook. Attending department meetings. Project work, personal development and performance review. What ideal qualifications, skills & experience would help someone to be successful? EDUCATION AND EXPERIENCE Required: PC knowledge including use of Microsoft Office products, to include Excel and Word skills Administrative and time management skills Ability to interact with team members Strong attention to detail and quality Model good work habits and appropriate use of procedures and controls. Preferred: Previous branch / transactions processing experience Knowledge of Indian mutual funds and regulations involved therein LICENSES AND CERTIFICATIONS AMFI CERTIFIED NISM KNOWLEDGE, SKILLS, AND ABILITIES Regulatory and Product Knowledge PROBLEM SOLVING AND DECISION MAKING Required NOTE: The above statements are intended to describe the general nature and level of work being performed by incumbents. They are not intended to be an exhaustive list of all responsibilities, duties and skills required by all incumbents. Incumbents may perform other duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management retains the right to add to or change the duties of the position at any time.

Online Account creation on bse star / nse mfss / investwell Transaction processing STP, SWP, SIP Client servicing via email and call Coordinating with AMC and RTA Publishing client reports informing clients about upcoming NFO Required Candidate profile English speaking Team work Client centric NISM V A certified

Job Title: Sales Manager - Premium Banking Location: Bangalore, India Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Applicant's experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue What well offer you As part of our flexible scheme, here are just some of the benefits that you’ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Acquisition Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell / Transition Ensure consistent growth of the Advantage Banking portfolio. Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book. Build a robust momentum regarding the third-party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure their share of wallet with the bank increases. Ensure smooth transition of customer management to the respective RM post-acquisition Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the SSM. Any suspicious transaction to be immediately reported to the SSM. Your skills and experience In-depth knowledge of Product and Policy Having Good Communication skill Having good negotiation skill Have and understood the market update and knowledge. Having awareness and information about the competition How we’ll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm

Des-Equity Advisor and Call and trade Executive Salary-3 lakh to 3.5 lakh JD Helps in Buying & Dealing of shares on behalf of Customers Confirmation & execution of orders Promoting financial products Ability to understand online trading platform Required Candidate profile Work Location- Call and Trade -Airoli Equity Dealer - Airoli and Lower Parel Payroll - Bank Payroll Receiving calls Graduate Fresher NCFM &NISM certified Call 81696424945 Chitra www.hyfly.in Perks and benefits Medical Allowance + Daily Allowance

Des-Equity Advisor and Call and trade Executive Salary-3 lakh to 3.5 lakh JD Helps in Buying & Dealing of shares on behalf of Customers Confirmation & execution of orders Promoting financial products Ability to understand online trading platform Required Candidate profile Work Location- Call and Trade -Airoli Equity Dealer - Airoli and Lower Parel Payroll - Bank Payroll Receiving calls Graduate Fresher NCFM &NISM certified Call 81696424945 Chitra www.hyfly.in Perks and benefits Medical Allowance + Daily Allowance

Des-Equity Advisor and Call and trade Executive Salary-3 lakh to 4.5 lakh JD Helps in Buying & Dealing of shares on behalf of Customers Confirmation & execution of orders Promoting financial products Ability to understand online trading platform Required Candidate profile Work Location- Call and Trade -Airoli Equity Dealer - Airoli and Lower Parel Payroll - Bank Payroll Receiving calls Graduate Fresher NCFM &NISM certified Call 81696424945 Chitra www.hyfly.in Perks and benefits Medical Allowance + Daily Allowance

Des-Equity Advisor and Call and trade Executive Salary-3 lakh to 4.5 lakh JD Helps in Buying & Dealing of shares on behalf of Customers Confirmation & execution of orders Promoting financial products Ability to understand online trading platform Required Candidate profile Work Location- Call and Trade -Airoli Equity Dealer - Airoli and Lower Parel Payroll - Bank Payroll Receiving calls Graduate Fresher NCFM &NISM certified Call 81696424945 Chitra www.hyfly.in Perks and benefits Medical Allowance + Daily Allowance

Des-Equity Advisor and Call and trade Executive Salary-3 lakh to 4.5 lakh JD Helps in Buying & Dealing of shares on behalf of Customers Confirmation & execution of orders Promoting financial products Ability to understand online trading platform Required Candidate profile Work Location- Call and Trade -Airoli Equity Dealer - Airoli and Lower Parel Payroll - Bank Payroll Receiving calls Graduate Fresher NCFM &NISM certified Call 81696424945 Chitra www.hyfly.in Perks and benefits Medical Allowance + Daily Allowance

Des-Online Dealing Desk Online Reactivation Desk Online Activations Desk Equity Dealer - Salary-3 lakh to 6.5 lakh JD Helps in Buying & Dealing of shares on behalf of Customers Confirmation & execution of orders Promoting financial products Required Candidate profile Work Location- Call and Trade Equity Dealer - Airoli and Lower Parel Payroll-Bank Payroll Receiving calls Graduate Fresher NISM 8 certified Call 8080126356 Shilpa hyflyhr9@gmail.com www.hyfly.in Perks and benefits Medical Allowance + Daily Allowance