10 Nism Va Jobs

Portfolio & website data mgmt, daily database/app updates, dox. for financial products, client comm, servicing & implementation support, back-office operations, report generation, admin tasks, and coordinate to ensure timely, quality client service. Required Candidate profile Graduates who have or are willing to gibe the NISM VA test for certifications

Role: Advise clients on mutual fund products over calls Handle customer queries & provide investment guidance Salary: 15.5k–22k in hand Job Timing: 9 AM–6 PM Week Offs: Sun fixed off + Alt Sat off Location: CBD, Airoli, Andheri Required Candidate profile Graduate Freshers can apply NISM VA is mandatory Fluent English / Should be comfortable attending 100 calls a day & provide expected service on calls & sell mutual funds / SIP' Call 9137797705 Hrutika

Portfolio & website data mgmt, daily database/app updates, dox. for financial products, client comm, servicing & implementation support, back-office operations, report generation, admin tasks, and coordinate to ensure timely, quality client service. Required Candidate profile Graduates who have or are willing to gibe the NISM VA test for certifications

Role: Advise clients on mutual fund products over calls Handle customer queries & provide investment guidance Salary: 15.5k–22k in hand Job Timing: 9 AM–6 PM Week Offs: Sun fixed off + Alt Sat off Location: CBD, Airoli, Andheri Required Candidate profile Graduate Freshers can apply NISM VA is mandatory Fluent English / Should be comfortable attending 100 calls a day & provide expected service on calls & sell mutual funds / SIP's Call 9137797705

As a Senior Manager in Wealth Management (Advisory) at Guardian Capital, you will be a part of an Elite Wealth and Asset Management firm, recognized as the best investment advisory firm in India by CNBCTV18. We offer services in Wealth Management, Financial Planning, and Taxation tailored to meet individual client needs. - Research: - Monitor the performance of invested funds. - Participate in fund manager calls to align internal research with external opinions. - Financial Planning: - Develop financial plans and present them to clients. - Collaborate with team leaders to collect necessary data. - Update client information and adjust plans as needed. - Client Service: - Gather required docum...

As a Mid-Senior level Investment Sales Consultant in the Sales industry, based in Delhi, you are expected to have a minimum of 2 years of experience. Your primary responsibilities will include: - Promoting mutual fund solutions - Nurturing investor relationships - Driving revenue across retail and HNI segments Your role will involve: - Client acquisition - Lead generation - Client engagement - Advisory services - Product consultation - Sales closure - Market tracking - Insights sharing - Reporting - Compliance To excel in this role, you should hold a Bachelor's degree in Finance, Economics, Business, or a related field, along with 2-15 years of experience in sales or advisory roles in mutual...

As a Money Coach at Lxme, you will play a crucial role in educating, inspiring, and supporting women to manage their finances effectively. Your responsibilities will include: - Hosting engaging presentations, live sessions, webinars, and events on various personal financial topics like investments, budgeting, insurance, debt, and tax planning. - Researching and developing financial content such as blogs, guides, and interactive tools to simplify complex concepts and facilitate effective financial planning. - Actively engaging with the LXME community by providing empathetic responses to queries and creating a supportive, problem-solving environment. - Staying updated on investment products, m...

We are looking for a Senior Manager in Wealth Management (Advisory) to join our team at Guardian Capital. As an Elite Wealth and Asset Management firm, we have been recognized as the best investment advisory firm in India by CNBCTV18. At Guardian, we offer a wide range of services including Wealth Management, Financial Planning, and Taxation services, all tailored to meet our clients" individual needs. Why work at Guardian 1. Our people are our greatest assets. 2. We value integrity, passion, and a commitment to excellence. 3. With our company in a growth phase, there are ample opportunities for career advancement. We also offer ESOPs. 4. We believe in creating a fun and fulfilling work envi...

Role & responsibilities Wealth Relationship Manager Mutual Fund Sales (HNI Clients) Locations: Mumbai & Hyderabad Client: ICICI Prudential Asset Management Company Hiring Partner: Talentinsightful Job Locations: Mumbai – 5 Openings Hyderabad – 4 Openings ( High Priority ) Note: Only local candidates preferred. No relocation requests will be entertained. Compensation: CTC Range: 12.00 LPA – 18.00 LPA (Based on experience and location) Only candidates with a current CTC of 7.00 LPA or more will be considered. Eligibility Criteria: Experience: 6–15 years in Wealth Management, Mutual Fund Sales, or HNI Relationship roles Qualification: Any Graduate Certifications (Mandatory): NISM Series VA – Mu...

This is an excellent opportunity for those who are fully familiar and experienced in Mutual Fund Sales The recruiter is one of the top 3 Mutual Funds in India The candidate must have minimum 4 years experience in selling Mutual Funds Candidate must be NISM V A certified Ability to build strong relationships and excellent communication skills are a must