36 Ncfm Certification Jobs

As a Relationship Manager, your role is to offer a superior customer experience to enhance profitability by increasing relationship size, cross-selling the right products, acquiring family accounts, retaining, and enhancing relationships. You will be the one-point contact for all financial needs and services, aiming to enhance current relationship value and wallet share for increased profitability. Key Responsibilities: - Liaise with branch staff to identify eligible customers from the HNW portfolio - Acquire new customers meeting product criteria - Regularly interact with customers to build rapport, update profiles, and understand their needs - Enhance the overall value and book size of the...

Job Title: Stock Market Trainer Location: Laxmi Nagar About ICFM: ICFM is a premier institute in financial market education, empowering students, traders, and professionals with the right skills and knowledge to build successful careers in stock markets. We specialize in delivering practical, industry-focused training with real-time market exposure. Key Responsibilities: - Conduct classroom and online sessions with a *primary focus on Technical Analysis* (chart patterns, price action, indicators, candlestick analysis, trading strategies, etc.). - Train and mentor students to successfully clear *NISM/NCFM certifications*. - Prepare training content, study material, mock tests, and practice as...

As a Relationship Manager, your primary role is to cater to High Net Worth Individuals (HNI) by enrolling them in the Preferred Program. Your focus should be on providing these customers with a superior experience to increase the profitability of the relationship. This involves expanding the relationship size, cross-selling appropriate products, acquiring family accounts, and retaining and enhancing the relationship. Additionally, you will be responsible for acquiring new Imperia relationships to further grow your portfolio. Key Responsibilities: - Identify eligible customers from the Classic/Preferred portfolio and engage with branch staff for acquisition. - Acquire new customers who meet t...

About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution.AffluentBusiness offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identificati...

Roles And Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products, acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for Acquiring new Bank's HNW relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. (HNW Portfolio Management - Acquiring, Enhancing, Deepening and Retention) Liaising with branch st...

As a Relationship Manager, your role is crucial in including HNI customers in the HNW Program to provide them with a superior customer experience and enhance the profitability of the relationship. Your responsibilities include: - Acquiring new Bank's HNW relationships and being the one-point contact for all financial needs and services of customers - Liaising with branch staff to identify eligible customers from the HNW portfolio - Acquiring new customers who meet product criteria and building rapport through regular interactions - Enhancing the overall value and book size of the portfolio - Maintaining the quality and hygiene parameters of the portfolio - Cross-selling bank products based o...

Role Overview: As a Relationship Manager, your primary responsibility will be to engage with HNI customers and include them in the HNW Program. You will focus on providing these customers with a superior experience to increase the profitability of the relationship. Additionally, you will be tasked with acquiring new Imperia relationships and serving as the main point of contact for all their financial needs and services. By enhancing the value and wallet share of current relationships, you will contribute to the overall profitability of these relationships. Key Responsibilities: - Liaise with branch staff to identify eligible customers from the Classic/Preferred portfolio - Acquire new custo...

Job Description: As a member of the Trading department in Moradabad, you will be responsible for interacting with clients, executing equity trades, providing investment advisory services, and ensuring client satisfaction. Your primary duties will include: - Taking order of client for sell and purchase of equity - Client follow-ups - Providing trading cum investment advisory in equities and F & O To excel in this role, you should possess the following qualifications and skills: - PG/ Graduate degree, with preference for NCFM certification - Minimum 1 year of relevant experience - Good communication skills - Fluency in English - Knowledge of various trading terminals such as NEAT, ODIN, and NO...

As a Relationship Manager in the HNW Program, your role is crucial in enhancing the profitability of the relationships with HNI customers through various strategies. Here's a detailed overview of your responsibilities: **Role Overview:** You will be responsible for acquiring new HNW relationships for the bank and acting as the primary point of contact for all the financial needs and services of the customers. Your aim will be to increase the relationship size, cross-sell the right products, acquire family accounts, and retain and enhance the relationships to boost profitability. **Key Responsibilities:** - Liaise with branch staff to identify eligible customers from the HNW portfolio - Acqui...

As a Relationship Manager, your role involves including HNI customers into the HNW Program and providing them with a superior customer experience to enhance profitability. Your responsibilities include: - Acquiring new Bank's HNW relationships - Liaising with branch staff to identify eligible customers from the HNW portfolio - Acquiring new customers who meet product criteria - Regularly interacting with customers to build rapport and update their profiles - Enhancing the overall value/book size of the portfolio - Maintaining the quality and hygiene parameters of the portfolio - Cross-selling bank products based on customer needs - Conducting joint calls with supervisors as per the defined p...

As a Relationship Manager, your main responsibility is to include HNI customers into the HNW Program and provide them with a superior customer experience to enhance profitability. Your role involves increasing the relationship size, cross-selling the right products, acquiring family accounts, and retaining and enhancing relationships. Additionally, you will be the one-point contact for all financial needs and services, enhancing current relationship value and wallet share to increase profitability. Key Responsibilities: - Liaise with branch staff to identify eligible customers from the HNW portfolio. - Acquire new customers who meet the product criteria. - Regularly interact with customers t...

As a Relationship Manager, your primary role is to cater to the needs of HNI customers by onboarding them into the HNW Program and providing exceptional customer service to increase relationship profitability. Your responsibilities include: - Acquiring new HNW relationships for the bank - Serving as a single point of contact for all financial needs, enhancing relationship value and wallet share - Liaising with branch staff to identify eligible customers for the HNW portfolio - Acquiring new customers who meet product criteria - Regularly interacting with customers to build rapport and update profiles - Enhancing the overall value and book size of the portfolio - Maintaining portfolio quality...

Role Overview: As a Relationship Manager, your main responsibility will be to include High Net Worth Individual (HNI) customers into the High Net Worth (HNW) Program. You will focus on offering superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross-selling the right products, acquiring family accounts, retaining, and enhancing the relationship. Additionally, you will be the one-point contact for all the financial needs and services of the customers, aiming to enhance the current relationship value and wallet share, ultimately increasing profitability from these relationships. Key Responsibilities: - Liaise with branch staff to...

Role Overview: As a Relationship Manager, your primary responsibility will be to include High Net Worth Individual (HNI) customers into the HNW Program and provide them with a superior customer experience. By focusing on increasing the relationship size, cross-selling the right products, acquiring family accounts, and retaining and enhancing relationships, you will contribute to the profitability of the relationships. You will also serve as a one-point contact for all financial needs and services, thereby enhancing the current relationship value and wallet share to increase profitability. Key Responsibilities: - Liaise with branch staff to identify eligible customers from the HNW portfolio. ...

As a Relationship Manager (RM) focusing on High Net Worth (HNW) customers, your main responsibility is to bring HNI customers into the HNW Program and provide them with an exceptional customer experience to increase the profitability of the relationship. Your key tasks include: - Acquiring new HNW relationships for the bank - Serving as the primary point of contact for all the financial needs of the customers - Building rapport with customers through regular interactions to understand their requirements - Increasing the overall value and book size of the portfolio - Cross-selling bank products based on customer needs - Providing advisory services as needed - Achieving monthly and yearly reve...

About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution.AffluentBusiness offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identificati...

Roles And Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products, acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for Acquiring new Bank's HNW relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. (HNW Portfolio Management - Acquiring, Enhancing, Deepening and Retention) Liaising with branch st...

Roles And Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products, acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for Acquiring new Bank's HNW relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. (HNW Portfolio Management - Acquiring, Enhancing, Deepening and Retention) Liaising with branch st...

As a member of the Fixed Income Research - Data team in CRISIL Intelligence division, your role will involve: - Researching Fixed Income products such as bonds, CP & CD - Collecting primary and secondary trading data from various sources like websites and term sheets, and updating the database - Creating daily data feed files and data reports in Excel using FIDB and Bond Valuer - Addressing internal and external data queries - Ensuring high-quality data management - Planning and meeting deliverable deadlines - Gathering information on Indian Fixed Income products from diverse sources in a tactful manner - Identifying automation opportunities in the data collation process Qualifications requi...

As a Relationship Manager (RM) focusing on High Net Worth (HNW) customers, your role is crucial in enhancing profitability by increasing relationship size, cross-selling the right products, acquiring family accounts, and retaining and enhancing relationships. You will be the one point contact for all financial needs, aiming to elevate current relationship value and wallet share for increased profitability. Key Responsibilities: - Liaise with branch staff to identify eligible customers from the HNW portfolio - Acquire new customers who meet product criteria - Regularly interact with customers to build rapport and update profiles - Enhance the overall value and book size of the portfolio - Mai...

Roles And Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products( Education loan, real estate, housing loans) , acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for Acquiring new Bank's HNW relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. (HNW Portfolio Management - Acquiring, Enhancing, De...

Role Overview: As a Relationship Manager, your primary role is to offer a superior customer experience to enhance the profitability of relationships. This involves increasing the relationship size, cross-selling the right products, acquiring family accounts, and retaining and enhancing the relationship. You will be the one-point contact for all financial needs and services, thereby increasing current relationship value and wallet share for increased profitability. Key Responsibilities: - Liaise with branch staff to identify eligible customers from the HNW portfolio - Acquire new customers who meet the product criteria - Regularly interact with customers to build rapport and update profiles -...

As a Relationship Manager, your role involves including HNI customers into the Preferred Programe and providing them with a superior customer experience to enhance profitability. Your responsibilities include: - Acquiring new to Bank Imperia relationships - Liaising with branch staff to identify eligible customers and acquire new customers meeting product criteria - Regularly interacting with customers to build rapport, update profiles, and enhance the overall value of the portfolio - Maintaining portfolio quality and hygiene parameters - Cross-selling bank products based on customer needs - Conducting joint calls with Supervisor as per defined process - Offering advisory services in coordin...

As a Relationship Manager, your primary role is to include HNI customers into the HNW Program and provide them with a superior customer experience to increase the profitability of the relationship. You will be responsible for acquiring new Bank's HNW relationships, serving as a one-point contact for all their financial needs, and enhancing the current relationship value. Key Responsibilities: - Liaise with branch staff to identify eligible customers from the HNW portfolio - Acquire new customers who meet the product criteria - Regularly interact with customers to build rapport and update their profiles - Enhance the overall value and book size of the portfolio - Maintain the quality and hygi...

The role involves being responsible for including HNI customers into the HNW Program and providing them with a superior customer experience to enhance the profitability of the relationship. This includes increasing the relationship size, cross-selling appropriate products, acquiring family accounts, and retaining and enhancing the relationship. As a Relationship Manager, you will also be tasked with acquiring new Imperia relationships for the bank. Your role will be to act as a one-point contact for all the financial needs and services of the customers, thereby enhancing the current relationship value and wallet share to increase profitability. Your responsibilities will include liaising wit...