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Affluent Relationship Manager-Business Banking

Kotak Mahindra Bank

7.0 - 9.0 years

Kolkata, West bengal, India

On-site

Job Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly c...

Posted 1 day ago

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Relationship Manager / Mutual Funds Sales - Top AMC - HNI Client

Avani Consulting

4.0 - 9.0 years

10 - 20 Lacs

Pune, Chennai, Bengaluru

Work from Office

Hi, Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC & TL -CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread acr...

Posted 1 week ago

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Business Development Manager

Avani Consulting

1.0 - 6.0 years

1 - 4 Lacs

Kolhapur, Panaji, Pune

Work from Office

Greetings from Avani Consulting!!! Job Title: BDRM Business Development Relationship Manager Role Summary: Responsible for client acquisition, AUM growth, SIP expansion, and relationship management to achieve assigned business targets. Key Roles & Responsibilities Acquire new clients and build investment relationships Grow AUM from existing and new clients Build and increase the SIP book Cross-sell Mutual Funds / PMS / Investment products Maintain strong relationships with mapped clients Achieve monthly business targets (AUM, SIP, clients) Complete KYC and onboarding documentation Ensure high-quality client service and retention Candidate Profile Graduate / Postgraduate in any stream Experie...

Posted 1 week ago

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Relationship Manager - HNI/UHNI Mutual Funds - Top AMC

Avani Consulting

6.0 - 11.0 years

7 - 17 Lacs

Chennai, Bengaluru

Work from Office

Role & responsibilities RM Customer Engagement UHNI/HNI client Handling. To up sell AMC MF products to Retail/ HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Pre...

Posted 4 weeks ago

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Exploring NISM Jobs in India

The National Institute of Securities Markets (NISM) is a premier institution for providing education and certification in the securities markets domain in India. With the growing importance of financial markets in the country, there is a high demand for professionals with NISM certifications. Job seekers looking to build a career in the financial services sector can find lucrative opportunities in NISM-related roles in India.

Top Hiring Locations in India

Mumbai
Delhi
Bangalore
Hyderabad
Chennai

Average Salary Range

The average salary range for NISM professionals in India varies based on experience and location. Entry-level positions may start at around INR 3-5 lakhs per annum, while experienced professionals can earn upwards of INR 10-15 lakhs per annum.

Career Path

Career progression in NISM roles typically follows a path from Junior Analyst to Senior Analyst, then to Assistant Manager, Manager, and eventually to Director or Head of Department.

Related Skills

In addition to NISM certification, professionals in this field are often expected to have strong analytical skills, financial market knowledge, proficiency in Excel, and good communication skills.

Interview Questions

What is the significance of NISM certification for a career in the securities markets? (basic)
How would you explain the concept of mutual funds to a layman? (basic)
Can you discuss the role of SEBI in regulating the securities market in India? (medium)
How do you analyze financial statements to make investment decisions? (medium)
What are the key factors to consider when evaluating the risk-return profile of an investment? (advanced)
Can you walk us through a recent case study where you applied your knowledge of securities markets? (advanced)

Closing Remark

As you prepare for interviews in the NISM job market in India, make sure to showcase your expertise in securities markets, financial analysis, and regulatory knowledge. With the right skills and preparation, you can confidently apply for and excel in NISM roles in the financial services sector. Good luck!

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