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8.0 - 10.0 years

0 Lacs

mumbai, maharashtra, india

On-site

Job Title: Team Member - Zonal Training Manager Department: Sales L&D Position Grade Range: Basis eligibility and evaluation Location: Lower Parel, Mumbai Who we Are Axis Asset Management Company Ltd (Axis AMC), founded in 2009, is one of India&aposs largest and fastest-growing mutual funds. We proudly serve over 1.3 crore customers across 100+ cities with utmost humility. Our success is built on three founding principles: Long Term Wealth Creation Customer-Centric Approach Sustainable Relationships Our investment philosophy emphasizes risk management and encourages partners and investors to move from transactional investing to fulfilling critical life goals. We offer a diverse range of investment solutions to help customers achieve financial independence and a happier tomorrow. Our recent accolades: Great Place to Work Certification (Feb 2024- Feb 2025) Brandon Hall Group HCM Excellence Awards for Learning & Development 2022 - Silver Award Morningstar Awards 2022: Best Fund House: Equity, Debt & Overall Outlook Money Awards 2021: GOLD in Equity AMC of the Year 2021 World Leadership Congress & Awards 2022: Business Transformation Leadership Awards Digital Transformation Project (Mobile App) Key Responsibilities: Conduct training needs analysis for the sales team in collaboration with the Business Heads. Identify skill and competency gaps and recommend appropriate training interventions. Prepare the Annual training plan and calendar for the sales force as per the organization goals. Design and deliver training modules through appropriate channels on products like equity markets, debt markets, mutual funds, PMS, AIFs, and derivatives (through appropriate channel) to support onboarding of new hires with Induction & orientation sessions. Continuously update training materials to reflect market developments, regulatory changes, and product innovations. Conduct Investor Awareness Programs in accordance with SEBI norms to promote financial literacy and product understanding. Assist in non-training initiatives such as new product launches, market updates, and regulatory change communications. Collaborate with SMEs to ensure training content is aligned with business and compliance requirements. What makes you a Great Fit A winning mindset and learning attitude. Educational Background: Graduate/Postgraduate or Full-time MBA. Experience: 8+ years of experience. Prior experience in training is not mandatory; individuals with experience in Sales & good understanding of the mutual funds industry with orientation and flair for training & coaching can apply. NISM VA Certified (can be obtained before joining. Excellent Communication & Presentation Skills, Strong stakeholder management & collaboration skills, Willingness to travel & be on field. Relevant Training & TTT Certification would be an added advantage. Updated with market news and mutual fund industry trends, open to travel. "Axis AMC is an equal opportunity employer, committed to fostering an inclusive and diverse workplace." Show more Show less

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1.0 - 5.0 years

0 Lacs

tiruppur, tamil nadu

On-site

As a Telecaller at Dailygong by MSE Financial Services Ltd, you will play a crucial role in meeting clients and assisting them in opening Demat & Trading accounts, providing investment advice in the stock market, and ensuring they are well-informed about market conditions to maximize their profits. Your responsibilities will include advising clients on Equity & Derivatives Market investments, nurturing client relationships, expanding the client base, facilitating Demat & Trading account openings, conducting online training sessions, delivering personalized services in both Equity and commodity markets, providing daily market updates, and ensuring clients are informed through Mobile App and website updates. This is a full-time, permanent position suitable for freshers, offering benefits such as health insurance and Provident Fund. The working schedule involves day shifts with additional perks like a joining bonus, performance bonus, and quarterly bonuses. The ideal candidate should have at least 1 year of total work experience, with a preference for 1 year of customer service experience and proficiency in English. If you are passionate about the stock market, enjoy interacting with clients, and have a knack for providing investment advice, this role offers a rewarding opportunity to grow professionally while contributing to the success of our clients at Dailygong by MSE Financial Services Ltd.,

Posted 3 days ago

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4.0 - 8.0 years

0 Lacs

maharashtra

On-site

As an integral part of DBS Global Financial Markets (GFM) in the treasury operations sector, you will be responsible for a wide range of activities including trading, structuring, and sales across various financial products such as foreign exchange, interest rates, money market, credit, equity, commodities, bonds, derivatives, and securities. Your role will involve actively participating in market activities, structuring innovative products, and delivering exceptional services to clients investing and hedging in global markets. Your primary objective will be to originate, structure, and execute diverse debt capital market products while ensuring compliance with regulations. This will require close collaboration with clients, internal teams, and external partners to achieve high-quality results and manage risks effectively. Key responsibilities include origination and execution of Debt Capital Market products like Pass Through Certificates, INR debentures, FCY bonds, FCCBs, private credit, and other related products. You will be involved in creating pitch decks for client presentations, pitching to clients, providing market updates, assisting with documentation, and liaising with third parties and internal clients. Additionally, you will play a crucial role in structuring various products, negotiating with clients, ensuring compliance, and contributing to team audit activities. To excel in this role, you should have 4 to 6 years of work experience in INR debt capital markets, credit structuring, debt advisory, or related fields. Previous experience in structuring PTC transactions, proficiency in using Excel for stress testing, and a basic understanding of debt finance, financial analysis, and bond mathematics are essential. Strong presentation, communication, and MS Office skills are required to effectively engage with clients and internal stakeholders. In addition to technical expertise, you are expected to demonstrate core competencies such as leadership, customer focus, performance orientation, innovation, teamwork, and professional excellence. Your role will also require market awareness, deal structuring, problem-solving, strategic thinking, and client relationship management skills to navigate the complexities of the financial markets successfully. This position offers a competitive salary, benefits package, and opportunities for professional development in a supportive and inclusive work environment. If you are a dynamic individual with a passion for finance and a drive for excellence, we encourage you to apply and be a part of our team at DBS Global Financial Markets. DBS India is committed to fostering a culture of respect, continuous development, flexibility, and diversity. By embodying the PRIDE 2.0 value-based propositions, focusing on customer satisfaction, and upholding the highest standards of honesty and integrity, you will contribute to maintaining and enhancing DBS's reputation as a leading financial institution. Join us in creating a workplace that values all employees and provides opportunities for growth and success. Apply now to be a part of our team dedicated to excellence in financial markets. Location: Mumbai, Maharashtra, India Job Type: Full-time Schedule: Regular Posting Date: March 12, 2025, 10:30:00 AM,

Posted 4 days ago

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1.0 - 5.0 years

0 Lacs

maharashtra

On-site

As a Certified Financial Planner - Content Writing at WealthTrust Capital Services in Mumbai, you will be responsible for creating financial content, developing personalized financial solutions, and collaborating with the financial planning team to meet client expectations. Your role will require expertise in Financial Planning, Retirement Planning, Personal Financial Planning, and Finance. Possessing a Certified Financial Planner certification is essential along with strong analytical and problem-solving skills. Furthermore, excellent written and verbal communication skills are crucial for effective communication with clients and team members. To excel in this role, a Bachelor's degree in Finance, Economics, or a related field is required. Additionally, staying updated with the latest market trends, leveraging social media channels for outreach, and strategizing content for the firm are key responsibilities. While 1 year of relevant experience is preferred, your ability to align financial strategies with client goals and optimize financial well-being will be instrumental in driving success at WealthTrust Capital Services.,

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0.0 - 3.0 years

0 Lacs

ahmedabad, gujarat

On-site

As a member of the Sales team at Jainam Broking Limited (JBL) based in Ahmedabad, your role will involve various key responsibilities to ensure client satisfaction and successful financial advisory services. You will be responsible for building and maintaining long-term client relationships, understanding their financial needs, recommending suitable stock market products, and providing market updates and insights. Your duties will include addressing client queries and resolving issues through various communication channels like phone, email, or chat. Additionally, you will assist clients in opening Demat and trading accounts, ensuring a smooth onboarding process for new clients. Identifying opportunities for cross-selling and collaborating with the research and advisory team for personalized investment solutions will also be part of your responsibilities. To excel in this role, you should aim to meet monthly and quarterly sales targets by converting leads into active clients. It is crucial to have a strong understanding of stock market products, trading platforms, and investment strategies. Moreover, your communication and interpersonal skills will play a vital role in effective client engagement. In terms of qualifications, a Bachelor's degree in Finance, Commerce, or a related field is required. The ideal candidate may have a minimum of 1 year of experience in financial services, stock markets, or relationship management. Proficiency in CRM tools and virtual communication platforms will be advantageous for this role. Ensuring compliance with regulatory guidelines and maintaining accurate records of client interactions are essential aspects of this position. By adhering to these standards and leveraging your expertise in financial services, you will contribute to the growth and success of Jainam Broking Limited's Sales department.,

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0.0 - 3.0 years

0 Lacs

bhavnagar, gujarat

On-site

As a Client Relationship Executive at Jainam Broking Limited, located in Bhavnagar, your primary responsibility will be to build and maintain long-term relationships with clients. You will focus on ensuring high levels of client satisfaction and retention by understanding their financial needs, risk tolerance, and investment goals. By recommending suitable stock market products and services, you will play a crucial role in providing financial advisory to clients. In addition to client relationship management, you will also be responsible for addressing client queries and resolving issues through various communication channels such as phone, email, or chat. You will assist clients in opening Demat and trading accounts, ensuring a smooth onboarding process for them. Being updated on stock market trends and investment opportunities is essential in this role. You will provide regular market updates and share portfolio performance reports with clients. Identifying and recommending additional products and services to enhance client portfolios through cross-selling will also be part of your responsibilities. Collaboration with the research and advisory team is necessary to provide personalized investment solutions to clients. Meeting monthly and quarterly sales targets by converting leads into active clients is a key performance indicator for this role. Adherence to regulatory guidelines and maintaining accurate records of client interactions is crucial. Therefore, you must possess a Bachelor's degree in Finance, Commerce, or a related field. A minimum of 1 year of experience in financial services, stock markets, or relationship management is preferred. Technical knowledge of stock market products, trading platforms, and investment strategies is required. Strong communication and interpersonal skills are essential for effective client engagement. Proficiency in CRM tools and virtual communication platforms will be beneficial in performing your duties effectively.,

Posted 1 month ago

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4.0 - 8.0 years

0 Lacs

kochi, kerala

On-site

You will be working as a Stock Market Mentor (Malayalam Speaking) at Edvelup, a rapidly growing education platform dedicated to providing practical, real-world trading and investing knowledge. Your primary goal will be to empower individuals to achieve financial independence by imparting them with the necessary skills and discipline to trade confidently within the Indian stock market. In this role, you will be responsible for conducting daily live classes that cover a wide range of topics, starting from the basics of the stock market to advanced trading strategies. You will delve into areas such as equity investing, technical analysis, fundamental analysis, risk management, and trading psychology. Additionally, you will facilitate live market sessions, mock trades, and provide individualized support to students to ensure their understanding and progress. To excel in this position, you should possess a minimum of 4 years of trading experience along with a deep understanding of the Indian stock market, with a preference for knowledge in equity and F&O. Furthermore, your ability to effectively communicate, present information, and simplify complex concepts into easily digestible lessons will be crucial. Proficiency in English and Malayalam, as well as video presentation skills, are essential requirements for this role. Ideally, you should have a proven track record of profitability in trading for at least the past year and prior experience in mentoring or teaching students, either online or offline. Familiarity with SEBI regulations, ethical trading practices, and previous involvement in stock market education will be advantageous. In return for your contributions, you can enjoy perks such as a flexible working schedule for online live classes and potential salary hikes based on student success and feedback. Join us at Edvelup and play a pivotal role in shaping the next generation of confident and independent traders.,

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2.0 - 4.0 years

2 - 4 Lacs

Bengaluru / Bangalore, Karnataka, India

On-site

To be the world s preeminent investment bank - trusted advisor, financier and risk manager for our clients on their most important transactions Build long-term relationships with clients and bring them world-class execution by delivering the firm over time Drive superior returns for our stakeholders Be the employer of choice for all career levels by providing a highly dynamic, meritocratic, diverse and rewarding workplace Position Overview Investment Banking heavily relies on providing clients with sector / industry and market knowledge to provide the best advice to its clients The Analytics Exhibits Group (AEG) team is accountable for providing this content and expertise. The individual will work closely with senior and junior bankers in hub locations across designated industry group(s) The position with AEG is a rewarding experience - one that provides an excellent foundation for individuals interested in building their industry expertise The Bengaluru AEG team will play an important role in developing industry exhibits to be used in presentations to clients and also gain exposure to the firm s business in their assigned sector Goldman Sachs seeks highly motivated, successful candidates for the AEG role in Bengaluru Responsibilities AEG plays an important role in creating and sustaining a process and practice of knowledge and content management The individual, in partnership with the Global team in hub locations, produce, maintain and update standard industry exhibits pertinent to specific industries and sectors Industry / product / market updates Sector / product / team credentials Create company profiles and maintain company profiles databases Operational and financial / valuation benchmarking including trading and precedent transaction comparables, broker analysis Curation of private company/sponsor databases Provide assistance in downloading, accessing, compiling and presenting data from databases as well as other ad-hoc requests An emphasis on learning on the job and building strong relationship and achieving integration with the sector/sub-sector teams Preferred Qualifications: Personal integrity, initiative and leadership qualities Ability to work as part of a team in an environment that demands excellence, time and energy Drive, enthusiasm, creativity and excellent interpersonal skills, particularly in dealing with teams in different offices Strong analytical and technical abilities Sector knowledge is preferred, but not required Excellent academic credentials. Any experience/completion in field of finance-related area can provide a valuable foundation for the individual joining this role Strong verbal and written communication skills Up to 2 years of work experience (preferred relevant)

Posted 2 months ago

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