4687 Mutual Funds Jobs - Page 37

FS XSector Specialism Risk Management Level Senior Associate & Summary Candidate must have good communication skills, and have worked as a Data Analysts/ Data Quality Analysts in area of Investment Banking or Capital Markets. Good exposure to data analysis and must be able to handle large volumes of data coming from multiple systems as Vendors (e.g., Bloomberg, Reuters etc.), Exchanges and internal systems. Must understand data quality concepts such as accuracy, completeness, validity etc. Good data analysis skills using SQL for data cleaning, data quality checks, data profiling etc. Knowledge of Data Governance concepts is good to have. (Note Please pay attention to domain. We would appreciate candidates coming from Capital Market or IB background No domestic bank/NBFCs. Must be familiar with data quality check rules of Derivatives, Fixed Income, Equity, Mutual fund, Hedge funds etc. People from Reference data background, and good in DQ checks using SQL will be ideal) Why PWC At PwC, you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes for our clients and communities. This purposeled and valuesdriven work, powered by technology in an environment that drives innovation, will enable you to make a tangible impact in the real world. We reward your contributions, support your wellbeing, and offer inclusive benefits, flexibility programmes and mentorship that will help you thrive in work and life. Together, we grow, learn, care, collaborate, and create a future of infinite experiences for each other. Learn more about us . & Summary Requirement Lifecycle Management Requirement gathering, elicitation, prioritization and documentation BRDs, FRDs, AsIs vs Tobe (Current vs Future state) / Gap Analysis and Process modelling, etc. Responsibilities Requirement Lifecycle Management Requirement gathering, elicitation, prioritization and documentation BRDs, FRDs, AsIs vs Tobe (Current vs Future state) / Gap Analysis and Process modelling, etc. Functional and User Acceptance Testing, Test Scenarios and Test Conditions, End to End (Integration) Agile & Waterfall Data Analyst Data Lifecycle Generation, Collection, Processing, Storage, Management, Analysis, Visualization, and Interpretation BCBS 239 compliance; SLA / Ownership and Approvals; Data Integrity Accuracy, Completeness, Reliability, Timeliness, Adaptability, Frequency and Distribution, and Reconciliation Data Quality Management Framework; Data Governance and Solutions; Metadata dictionary / management, Data modeling, Data definition and Data dictionary. Data Lineage; Defining CDEs, Ownership; Data Factory / Data Store / Data Lake; Data distribution and centralized downstream management. Knowledge of Wholesale Banking, Trade Finance, Accounting Lifecycle, Ledger, Subledger, Chart of Accounts, Business Events is preferred. Prior experience in data migration projects data reconciliation, data mapping, and data lineage. SQL is a must Mandatory/preferred skill sets Data Migration, Business Analyst and Capital Market Product Knowledge. Years of experience required 2 to 5 Years Education qualification Graduate mandatory/Postgraduate Notice Period Immediate30 days Education Degrees/Field of Study required Bachelor Degree, Master Degree Degrees/Field of Study preferred Required Skills Business Analytics, Data Migration Accepting Feedback, Accepting Feedback, Active Listening, Analytical Thinking, AntiBribery, AntiMoney Laundering Compliance, Business Ethics, Code of Ethics, Communication, Compliance and Governance, Compliance and Standards, Compliance Auditing, Compliance Frameworks, Compliance Program Implementation, Compliance Reporting, Compliance Review, Compliance Risk Assessment, Compliance Training, Controls Compliance, Creativity, Cybersecurity Risk Management, Data Analysis and Interpretation, Data Protection Management (DPM), Disability Support, Embracing Change {+ 30 more} No

An experienced consulting professional who understands solutions, industry standard methodologies, multiple business processes or technology designs within a product/technology family especially in the Health Insurance domain. Operates independently to provide quality work products to an engagement. Performs varied and complex duties and tasks that need independent judgment, in order to implement Oracle products and technology to meet customer needs. Applies Oracle methodology, company procedures, and leading practices. Operates independently to provide quality work products to an engagement. Performs varied and complex duties and tasks that need independent judgment, in order to implement Oracle products and technology to meet customer needs. Applies Oracle methodology, company procedures, and leading practices. Demonstrates expertise to deliver functional and technical solutions on moderately complex customer engagements. May act as the team lead on projects. Effectively consults with management of customer organizations. Participates in business development activities. Develops and configures detailed solutions for moderately complex projects. 6-10 years of experience relevant to this position with atleast 3 years Consulting experience in essential skill areas preferred. Undergraduate degree or equivalent experience. Product or technical expertise relevant to practice focus in Health Insurance domain with specific experience in India Health Insurance and Regulatory reporting. Ability to communicate effectively. Ability to build rapport with team members and clients. Ability to travel as needed. Oracle Financial Services is a world leader in providing IT solutions to the Financial Services industry. Oracle s customers include ten of the top ten Global Banks, ten of the top ten Insurance companies, ten of the top ten Securities firms, five of the top five Mutual Fund companies and four of the top five World Stock Exchanges. With the experience of delivering value-based IT solutions to over 840 financial institutions in over 130 countries, Oracle FInancial Services understands the specific challenges that financial institutions face: the need for building customer intimacy and competitive advantage through cost-effective solutions while, simultaneously, adhering to the stringent demands of a dynamic regulatory environment. Our solutions have the worlds most comprehensive and contemporary banking applications and provide a technology footprint that addresses their complex IT and business requirements Oracle Health Insurance (OHI) is Oracle s leading edge product to automate the core administration of health insurance companies. OHI is used by our customers in multiple countries worldwide including the Netherlands, United States, South America and Africa. OHI Consulting under Oracle Financial Services delivers Oracle Technology and Applications solutions to clients globally. The service offerings include Application Implementation, Managed Services and Customization development services for Oracle Health Insurance products and components. Job Description Activities in Oracle Health Insurance Consulting (OHI) Development or Implementation or Managed Service activity streams as a Senior Functional Consultant Roles & Responsibilities include Lead teams or participate as Lead Functional Consultant to design, configure, test, debug OHI components Understand the functional requirements from the customer and translate those into an OHI configuration design Collaborate with other team members on assignments Estimate tasks and meet milestones and deadlines appropriately Report progress on tasks and projects Lead and manage teams Participate in Pre-Sales activities for OHI Consulting Mentor junior team members Understand and improve consulting best practices Strive for continuous improvement of Implementation Process & standards Essential Skills Implementation consulting or IT experience with health insurance domain applications for an India based Insurance company Proficiency in English - verbal and written Good communication and documentation skills Familiar with basics of Oracle tech stack (Java, SQL) Knowledge of other Oracle applications such as Fusion Financials / Documaker / Workflow / document management will be an advantage Preferred Skills Knowledge of Health Insurance domain - products, processes and operations and Regulatory reporting for India Certification in Health Insurance topics Previous work experience on direct customer exposure and Application implementation work Prior experience of working in remote virtual teams Prior experience in integration with other systems such as Financials ERP, Document generation, Payments processing Prior experience in data migration area Prior knowledge and experience on areas such as Cloud, deployment etc. Aware of latest technologies and development practices

Position Overview We are seeking a dynamic and motivated Sales Representative to join our growing team. This role is ideal for individuals who are passionate about sales and have a proven track record in lead generation and closing deals. As a Sales Representative, you will be responsible for promoting our financial products, including insurance, brokerage, and mutual funds, while building strong relationships with clients. This position offers an annual salary of 4,00,000 and is available in multiple locations including Mumbai City, Bangalore, Hyderabad, and Kolkata . Key Responsibilities Generate and qualify leads through various channels, including networking and door-to-door sales. Develop and maintain relationships with clients to understand their financial needs and provide tailored solutions. Achieve sales targets and contribute to the overall growth of the company. Conduct presentations and demonstrations of financial products to potential clients. Negotiate contracts and close sales effectively while ensuring customer satisfaction. Stay updated on industry trends and competitor activities to identify new business opportunities. Collaborate with the marketing team to develop strategies for lead generation and brand awareness. Maintain accurate records of sales activities and client interactions in the CRM system. Qualifications The ideal candidate will possess the following qualifications: 1 to 5 years of experience in sales, preferably in financial products or related fields. Strong understanding of sales lead generation techniques and sales commissions. Excellent communication and interpersonal skills, with the ability to build rapport with clients. Proven track record of meeting or exceeding sales targets. Ability to work independently and as part of a team in a fast-paced environment. Familiarity with field sales and marketing strategies. Willingness to work on-site during day shifts. This is a full-time position with 10 openings available. If you are a driven individual looking to advance your career in sales and make a significant impact, we encourage you to apply. Join us in our mission to provide exceptional financial solutions to our clients!

Skill required: Capital Markets Services - Account Reconciliations Designation: Capital Markets Services Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes execution supported by an orchestrated layer of intelligent operations assets.Looking for someone with capital market experienceA type of general ledger account which contains a summary of sub-ledger accounts. Because the reconciliation account only provides a summary, no transactions are directly posted to the account. What are we looking for Agility for quick learningProcess-orientationWritten and verbal communicationCommitment to qualityStrong analytical skills Roles and Responsibilities: In this role you are required to do analysis and solving of lower-complexity problems Your day to day interaction is with peers within Accenture before updating supervisors In this role you may have limited exposure with clients and/or Accenture management You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments The decisions you make impact your own work and may impact the work of others You will be an individual contributor as a part of a team, with a focused scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

Skill required: Capital Markets Services - Account Reconciliations Designation: Capital Markets Services Senior Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes execution supported by an orchestrated layer of intelligent operations assets.Looking for someone with capital market experienceA type of general ledger account which contains a summary of sub-ledger accounts. Because the reconciliation account only provides a summary, no transactions are directly posted to the account. What are we looking for Agility for quick learningProcess-orientationWritten and verbal communicationCommitment to qualityStrong analytical skills Roles and Responsibilities: In this role you are required to do analysis and solving of increasingly complex problems Your day to day interactions are with peers within Accenture You are likely to have some interaction with clients and/or Accenture management You will be given minimal instruction on daily work/tasks and a moderate level of instruction on new assignments Decisions that are made by you impact your own work and may impact the work of others In this role you would be an individual contributor and/or oversee a small work effort and/or team Please note that this role may require you to work in rotational shifts Qualification Any Graduation

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto- 5 LPA + incentive + Other benefit Roles and Responsibilities: 1) New client acquisition 2) Cross selling of third party investment products 3) Revenue generation revenue to be generated from the all the products from sourced accounts 4) Understanding clients' financial goals, risk profiles, and investment needs. 5) Providing personalized financial advice and guidance to clients. Skills : 1) Graduate / Post graduate with Min 1 yrs exp in direct selling of financial products from any financial services industry. 2) Proven experience in sales, client acquisition, and relationship building. Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991680640 .

Trading on behalf of the clients, Placing Order on terminal. * Responsible for Cross sell LI/ GI/ MF etc. * Building relationships with clients & educating them about Investments * Client meetings and bank branch visits. Required Candidate profile Required Candidate profile * Must be graduate in any. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must NISM 8 certification. * Good Communication Skill

Role & responsibilities Dealing with HNI and Retail Clients Cross Sell the products Life Insurance ,Health Insurance ,GI , Mutual Fund etc Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross – sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Preferred candidate profile

Role & responsibilities Will be responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisee for wealth business and broking business. Would be responsible for achieving Revenue, Incremental SIP & Net Equalized Assets (LS) targets for the branch with help of respective Relationship Manager (Wealth & Equity Rms). Should meet all UHNI & Corporate Clients of respective branch and franchisee. Will be responsible for achieving branch profitability. Will be responsible for achieving a surplus through New Business development by directing New Business development teams in Asset Gathering. Should focus on all the products including equity, derivatives (F&O), Margin Trading Funding (MTF), currency, commodities, MF, AIF, Advisory, PMS etc. Should be responsible for expansion of client base including (HNI, Ground, and Web). Develop business through appointment of new franchisees in the territory. Will be responsible for achieving brokerage revenue as per defined targets for branch through Equity Relationship Managers. Should ensure adherence to all compliances as laid down by Risk and Compliance teams in the Organisation. Responsible to drive Team members to achieve their business targets and ensure their productivity. Taking initiatives in building Mirae Asset Sharekhan brand in the Location To Drive business with help of Business Development RMs in the branch Maintain I/E Ratio from Direct business & franchisee business as per company targets. Help in attracting, retaining and developing the Talent for the branch and fulfill the recruitment targets Should be responsible for doing activities for lead generation and brand building for the branch. Work on accounts transferred from DIY and make sure clients are active and generating the revenues. Preferred candidate profile Graduate or above with 4 or more years relevant experience, with overall 7 years experience in BFSI. At least 2 yr exp as Branch Manager or as Team Leader

Urgent hiring for !!! Virtual Relationship Manager!!! in one of the leading pvt sector bank. Key Responsibilities: Manage customer queries via phone banking & outbound calls Provide exceptional service through inbound voice processing Handle incoming calls with expertise Resolve issues promptly as CSR Cross-selling and up-selling part of your KPI. Role Eligibility: We need candidates with excellent English communication skills Both Graduates and PG can apply even Freshers. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Job Role & Designation: Elite Relationship Manager [Deputy Manager] Platinum Relationship Manager [Manager] Interview Details: Date: 19th July 25 (Saturday) Time: 11:00 AM to 02:00 PM Address: Kotak Mahindra Bank, 179, Scheme No 1 University Road, Mangal Pandey, Meerut, Uttar Pradesh - 250004 Contact Person: Ankit Gupta (Branch Manager) Roles and Responsibilities Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase wallet share and cross-sell products. Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross selling. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Collaborate with other departments (e.g., product development) to launch new initiatives that meet customer needs. Desired Candidate Profile BFSI/Banking Experience: Candidates must have at least 2-5 years of experience in customer portfolio management and must have knowledge of CASA. Age Limit: Applicants should be 35 years or less. Mandatory Min Qualification: Graduation from a UGC recognized university. Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, cross selling concepts. Excellent communication skills for effective relationship-building with clients and internal stakeholders. Ability to work independently as well as part of a team towards achieving shared goals.

Currently hiring! If you are seeking career growth and improved opportunities, we invite you to apply and join our esteemed organization. We are proud to be recognized as India's award-winning company for being an exceptional workplace. For more information, please see the details below. Role & responsibilities Taking care of our banking partners' existing and potential customers. From the Channel partners, compile a list of possible customers. Contact our channel partners' executives and managers to establish dialogue. Before and after sales assistance for clients' and partners' employees. Help your organization turn leads into sales. Identify the customer's financial requirements and provide a suitable insurance coverage. Preferred candidate profile Bachelor's Degree in any stream Proven Work experience required of 1 to 4 + sales and marketing in BFSI/Insurance or Investment Sectors Good conflict-resolution and problem-solving skills Background BFSI industry is a bonus. For more information: Divyani | HR Team Phone/WhatsApp: +91 93135 86285 Email: Divyani@Tekpillar.com Also, Kindly share this Job Opening with your Friends and Colleagues who is looking for a Job Change in BFSI Domain.

Skills: Functional Testing, System Testing, Test Artifacts Knowledge, WEALTH MANAGEMENT, Mutual Fund(domestic). Only serving candidates till this month. Manual tester with wealth management experience.

Job Description: Handling a team of 10- 15 relationship officers. To source the business via allotted bank branches or Open Market. Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo &handhold to initiate trading activities after account opening. Candidates from Banca or Broking background are only required. Qualification: Graduation/Post Graduation Experience : 4- 5 years of team handling experience in Banca channel or Broking Location: Pune.

Hi Folks, Greetings!! We are looking for talented and experienced opeartions candidates willing to grab a amazing career opportunity at Plan Ahead, a leading and award winning wealth advisory company in the industry. Location: Andheri West, Mumbai Experience : Minimum 4 years or relevant experience + NISM VA certification Job description: Portfolio data management and website data updating and maintenance of the company database and mobile app data on daily basis, Account opening, Providing documentation support for various investment products like mutual funds, stocks, FDs, bonds, PMS, and other financial products , and various platform and compliance and KYC paperwork Client communication for data update and email and management of clients' servicing and implementation requests Management and upkeep of client servicing data and softwares Hand Holding clients on usage of various platforms for implementation of advice and mobile app for portfolio viewing Handling business operations by following systems and processes Coordinating with office boy teams for documentation and client servicing management Following systems and processes for operations team as per company SOPs, TATs & SLAs Handling projects related to client servicing and online platforms and executions of new projects Reporting - Sending of portfolio reports / tax reports / any other reports report generation and sending (advice is not included in Operations job responsibility). General office administration Functioning with various teams, ensuring customer delight by achieving delivery & quality client service. If you are interested kindly email your updated resume to hr@planahead.in Hope you grab this opportunity to join our Plan Ahead family.

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management

Job Description: To lead & recruit relevant Relationship Managers / Dealers and Sales professionals to enable scaling up of the business including broking as well as WM products. A real Team player with ability to motivate and encourage the reporting team to excel in performance and achieve results. Provide customized solutions to the clients by evaluating their risk assessment and financial needs. Secondary role is to cross sell wealth management products i.e. Mutual Funds both equities/debts, NCDs / Bonds, Insurance, PMS, structured products etc. Sound understanding of Equities, Mutual Funds, PMS and alternative investments Acquisitions of new clients and re-activation of existing clients. Innovating and exploring new products from time to time to achieve acquisition and revenue targets. Desired Candidate Profile: Experience: Minimum 5 years plus years in Stock broking. Excellent communication (oral & written), & Leadership skills are a must. Excellent mentoring, coaching and people management skills. Remuneration: No bar for the right Candidate, based on experience. (Incentives + Re-imbursement will be separate from CTC) WEBSITE LINK - https://www.mastertrust.co.in/ Company- Master Capital Services Ltd Position Code - AVP-Sales Experience- 5+ years In case you have relevant exp (Only stock broking Sales), Pls share your CV at pratima.suyal@mastertrust.co.in or call me directly at 9870557180

We are currently hiring Senior Associate -Fund accounting for our financial Japanees based client permanent opportunity Experience - 2 to 5 years Np- Open Education Criteria - CA/ MBA only Mandate Experience: Minimum 2+ years of experience in operations/accounting within the financial services industry. Prior experience in supporting US markets is essential. Background in Fund Services and Fund Accounting. Should have exposure to: Investor Allocation NAV Calculation Hedge Fund Reconciliation and Valuation Financial Accounting Knowledge of US GAAP and IFRS is preferred. **Note : After shortlisting there will be first round virtual & second round is Face to face those (in Pune office) who can come for the same can only apply.

Job Title: Sales Manager Premium Banking Location: Mumbai, 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. Your experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue 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

Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which will be renewable annually as per performance and company norms. Preferred candidate profile Experience:- Fresher also can apply who is passed out in the year/2023/2024 /2025Qualification:- Graduation/Post GraduationAge Criteria:- Below 28 Years Perks and benefits Fresher- 2.50 LPA ( CTC )Experienced (only form NBFC/BFSI/Banking)- Up to 3 LPA based on current salary and experience.* Incentives are paid subject to performance as per applicable slabs. Interested Candidates can directly send their CVs to revathy.1@sbicapsec.com or whats app on 9025429493

Job Summary: The Pre-Sales & Implementation Specialist works closely with the Enterprise Solutions Team to support all aspects of the sales engagement for NSE Cogencis enterprise feed and related solutions. This will include activities such as needs analysis calls (discovery calls), integration demonstrations, technical deep dives, follow-up calls, one-off demonstrations with the intent to educate, and work closely with the ES & Technology/Development Team to create the complete solution during the sales process. This individual will support the Enterprise Solution Sales Team on a PAN India basis and report to the Head of Account Management/Sales. As an integral part of the sales & account management team, the Specialist processes customer requirements to develop innovative end-to-end solutions. You will bring technical, content, and industry expertise to help achieve successful sales. This role will support the team through deep knowledge of customer workflows, financial markets, and technologies. You will collaborate with internal teams across NSE Cogencis to address specific customer requirements. Role Responsibilities: Managing technical discussions with customers and handling customer-specific technical and data requirements through discussions with customers, partners, and third parties. pre and post Ensuring clear documentation of customer workflow and requirements. Maintaining a deep understanding of APIs, as well as the broader context of microservices and API-driven architectures. post Presenting detailed technical solutions to the customer Coordinate with internal stakeholders. Works with the enterprise sales specialist to perform extensive needs analysis/discovery in preparation for product demonstrations.- pre Interacts with prospective customers to provide insight and build trusted relationships throughout the sales cycle. Assists the Enterprise Sales Specialist in preparation for RFP/RFI responses and development of formal proposals. Works with Partner Manager to evaluate and prototype potential third party technology integrations. pre and post Maintains and continually upgrades technical understanding of products. Ensures technical issues are resolved pre and post sales. - post sales Travels within assigned territory as required to support sales engagements, trade shows and other customer engagements. Qualifications: Technology Graduate preferred - Academic/Working knowledge of coding languages. Demonstrated ability to present technical concepts in clear manner to customers through Cogencis Information classification: Official demonstrations and proposals. Excellent communication skills, professional writing and editing skills are required Comfortable working and presenting in both remote and face-to-face settings

Job Description Roles and responsibilities : Track multiple data sources for Monthly & Fortnightly Portfolio, Factsheet, Fund performance within the given time schedule and update compositions for all mutual fund, Insurance and Pension Fund schemes in the in-house Analytics Tool Search multiple data sources for other data set collections and update on Data Extraction Tool. Maintaining Operational Efficiency Conduct quality checks and validate all figures and disclosures prior to final publishing After final publication maintain quality checks with observation Manage timelines to ensure timely release of portfolio, factsheets and fund performance Create and Maintain internal MIS reports and maintain an audit trail of published data Regular co-ordination with senior member team during the operational work. Perform web data mining and additional information to substantiate more content. Skill, Knowledge & Trainings: Basic knowledge of Funds preferably Mutual Fund, Insurance and Pension Fund Service oriented attitude Strong arithmetic base Excellent attention to detail, ability to prioritize and multitask Good communication skills, Accuracy time management and co-ordination. Good working knowledge of MS Word, MS Excel etc.

Avarage comms required Unlimited incentives Shift timing- 9:30-6:30 Fresher & Exp both can apply Salary : 13K + Unlimited incentive Qualification: Min HSC Need immediate joiner. Work Location: Kapurbavadi junction, Majiwada Thane (w)- 400607 Required Candidate profile Minimum HSC required. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Neha:- 9168991284 Perks and benefits High Incentives and growth opportunities