32 Sips Jobs

1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and p...

About Investza: At Investza, we're on a mission to simplify wealth creation through personalized financial solutions. We help clients make smarter investment decisions and manage their portfolios with clarity and confidence. As we expand, we're looking for a dynamic Account Manager to join our Goa team someone who can build strong client relationships, drive financial discussions, and ensure operational excellence. Role Overview: The Account Manager will be responsible for managing client relationships, conducting financial consultations, and ensuring smooth backend operations. This role involves a balance of client interaction, financial planning, and operational coordination ideal for some...

Role Overview In Private Wealth, you will play a pivotal role in leading and expanding our wealth management business. The role involves driving client acquisition at the highest levels, scaling the franchise, and mentoring leaders within the team. We are looking for a seasoned professional who can balance strategic vision with execution while nurturing strong client relationships and ensuring consistent business growth. Key Responsibilities ? Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. ? Sales & Advisory: Offer in-house PMS and third-party investment products, including Mutual Funds, Bonds, SIPs, AIFs, Unlisted Shares, Equiti...

Prior experience in Mutual Fund Inbound/outbound calling, customer service, or sales with NISM Certification is mandatory Strong relationship management and sales orientation. Basic understanding of Mutual Funds, NAVs, SIPs, and AMCs. Positive, and team-oriented mindset This job is provided by Shine.com

As a Client Wealth Partner at BlissMoney Fintech Pvt. Ltd., you will be responsible for acquiring, advising, and managing high-net-worth clients to offer tailored wealth solutions that align with their long-term financial goals. Your role will be pivotal in contributing to the growth of BlissMoney's private client base and delivering exceptional client experiences. **Key Responsibilities:** - Identify and onboard new HNI clients through networking, referrals, and strategic outreach - Contribute to the expansion of BlissMoney's private client base - Understand client objectives, risk profiles, and life goals to recommend suitable investment solutions - Build and nurture trust-based relationsh...

Role Overview: As a Bank Officer Business Account (Current Accounts Sales), your main responsibility will be to acquire Business Accounts/Current Accounts through various methods such as cold calling, market references, cross-selling, and promoting third-party products like life & health insurance, mutual funds SIPs. You will be tasked with implementing sales and marketing strategies within the branch to increase the Liabilities business and meet sales targets. Your role will involve developing new relationships and leveraging existing ones within the customer base to achieve Liability acquisition targets. Additionally, you will be responsible for ensuring timely account openings and providi...

Channel Sales Manager | 2–8 yrs exp Strong knowledge of Mutual Funds, SIPs, FDs, Fixed Income, PMS & NCDs. Responsible for channel development, sales growth, and preparing regular reports, forecasts & analysis. share resume@ sampada.sutar@successr.in Required Candidate profile Proven exp in channel sales, ideally in Investment & Finance Results-driven with exceeding targets Willing to travel Strong knowledge of Mutual Funds, Insurance, SIPs, FDs, Fixed Income,& PMS products

1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and p...

As an experienced back-office operations professional in the financial services industry, your role at Motilal Oswal will involve the following key responsibilities: - Handle day-to-day back-office operations for Motilal Oswal trading accounts. - Execute and track mutual fund transactions, redemptions, and SIPs. - Coordinate with AMC's and Motilal's support team for operational tasks. - Manage insurance policy data, renewal tracking, and communication. - Maintain client KYC and onboarding documentation. The company you will be working for is a comprehensive financial services provider, offering solutions for insurance, mutual funds, equities, and tax planning. They are committed to providing...

You will be responsible for executing client orders and handling back office work related to Equities and Mutual Fund. Your role will require you to have a basic understanding of capital markets, effective communication skills, and attention to detail. Key Responsibilities: - Execute buy/sell orders for clients on various exchanges such as NSE/BSE. - Monitor real-time market activities and provide clients with timely updates and insights. - Maintain accurate records of trades and client interactions in adherence to SEBI and exchange regulations. - Assist clients with inquiries regarding trading platforms, order status, etc. - Support in the process of new account openings and onboarding of t...

As a Mutual Fund Operations Executive at Leadlife Consultancy, a trusted name in insurance and investments with 21 years of experience, your role will involve the following responsibilities: - Process and verify various mutual fund transactions including purchases, redemptions, switches, and SIPs. - Coordinate effectively with Asset Management Companies (AMCs), clients, and internal teams to ensure seamless execution of transactions. - Maintain accurate records of transactions and generate necessary reports for analysis. - Ensure strict compliance with regulatory requirements and company standards to uphold integrity and trust. To excel in this role, you are required to meet the following qu...

As a candidate for this position, your day-to-day responsibilities will include: - Making outbound calls to leads provided - Pitching financial products such as insurance, FD, SIPs, etc., and Real Estate Products - Explaining benefits and handling basic objections - Fixing appointments or online meetings with a senior advisor for closure - Maintaining follow-up and updating the lead tracker regularly,

As a Mutual Fund Advisor at D.R. Shares & Stock Brokers Pvt. Ltd., you will play a crucial role in expanding the Mutual Fund division. Your experience in the mutual fund industry, particularly from an AMC background, will be vital in providing the best solutions to our clients and growing our mutual fund client base effectively. Key Responsibilities: - Build and nurture long-term relationships with mutual fund investors. - Identify and address individual client needs with suitable mutual fund solutions. - Serve as the main point of contact for mutual fund-related inquiries and services. - Keep yourself updated on mutual fund products, regulatory guidelines, and market trends. - Ensure client...

1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and p...

You will be responsible for overseeing operational processes, ensuring the smooth functioning of transactions, compliance with regulatory requirements, efficient client servicing, and coordination with various internal and external stakeholders. This role demands strong organizational skills, attention to detail, and a deep understanding of mutual fund operations. Key Responsibilities Oversee daily mutual fund operations and ensure timely processing of transactions. Monitor compliance with regulatory requirements and company policies. Identify and implement process improvements to enhance operational efficiency. Stay updated on industry regulations (such as SEC rules) and ensure mutual fund ...

About the Company D. R. Share & Stock Brokers Pvt. Ltd. is a trusted stock broking and wealth advisory firm based in Chandigarh. Operating since 1992, we specialize in mutual fund distribution, investment guidance, and financial planning. We are currently expanding our team and looking for an Investment Advisor to engage with clients virtually and assist them in building smart investment portfolios. Key Responsibilities Conduct Zoom meetings with prospective clients to explain mutual fund plans. Guide clients on investment options based on their goals and risk appetite. Address queries and provide clear, professional investment advice. Maintain regular follow-ups and long-term client relatio...

As a Back-Office Operations Executive, your primary responsibility will be to manage the day-to-day operations for Motilal Oswal trading accounts. This includes executing and monitoring mutual fund transactions, redemptions, and SIPs. You will also be required to liaise with AMC's and Motilal's support team to ensure smooth operational tasks are carried out efficiently. Additionally, you will be responsible for maintaining insurance policy data, tracking renewals, and effectively communicating with clients regarding these matters. It will be essential for you to ensure accurate and up-to-date client KYC and onboarding documentation is properly managed. About the Company: We are a comprehensi...

As a Bank Officer Business Account focusing on Current Accounts Sales, your primary responsibility will be to acquire Business Accounts/Current Accounts through various methods such as cold calling, market references, cross-selling, and promoting third-party products like life & health insurance, mutual funds SIPs. You will be in charge of executing sales and marketing initiatives at a branch to enhance the Liabilities business and meet sales objectives. Your role will involve meeting Liability acquisition targets by establishing new relationships and maximizing existing ones among the customer base. It will be crucial to ensure the timely opening of accounts and provide a seamless onboardin...

Collaborate closely with our System Integration Specialists (SIPs) to prepare the virtual validation steps for TI-52y. Prepare 120% CAD models, including all options such as Left-Hand Drive (LHD) and Right-Hand Drive (RHD). Review changes from the last evaluation, including CAD index increases and changes in geometry. Label individual CAD files to indicate what has changed and what remains the same in relation to the last evaluated status. Conduct simple checks, such as verifying thread/clip lengths, hole diameters, and identifying any overlaps. What should you bring along A strong background in CAD, particularly with CATIA. Good communication skills in English A proactive attitude and the a...

Collaborate closely with our System Integration Specialists (SIPs) to prepare the virtual validation steps for TI-52y. Prepare 120% CAD models, including all options such as Left-Hand Drive (LHD) and Right-Hand Drive (RHD). Review changes from the last evaluation, including CAD index increases and changes in geometry. Label individual CAD files to indicate what has changed and what remains the same in relation to the last evaluated status. Conduct simple checks, such as verifying thread/clip lengths, hole diameters, and identifying any overlaps. What should you bring along Astrong background in CAD, particularly with CATIA. Good communication skills in English A proactive attitude and the ab...

As a Customer Relationship Manager in the Mutual Fund division at D.R. Shares & Stock Brokers PVT LTD in Chandigarh, you will play a crucial role in client servicing. Your responsibilities will include being the primary point of contact for clients, assisting them with mutual fund queries, onboarding processes, documentation, and investment support. You will be expected to interact with clients to address their mutual fund-related inquiries, facilitate onboarding procedures, documentation, and KYC requirements. Additionally, you will follow up with both potential and existing clients regarding SIPs, redemptions, and portfolio updates. We are seeking enthusiastic freshers who have recently gr...

As a Relationship Manager at Kolkata- Shyam Bazar branch, your primary responsibility will be handling affluent customers with an AUM size of 100 crores & above. You should possess wealth banking knowledge including Mutual Funds, Insurance, SIPs, AIF, family wealth management, and Private banking RMs. With more than 6 years of experience, you are expected to have very good interpersonal skills such as communication, negotiation, convincing skills, and be outspoken and proficient at explaining banking products. Your financial planning advisory skills should be commendable. Your role involves building and nurturing relationships with existing Priority Customers to increase share of wallet and ...

As a Financial Expert (Business Development Executive) at Investors Network Group, you will play a vital role in our global finance operations, focusing on equity and debt-based fundraising, business loans, and project financing. Your responsibilities will include identifying and developing new business opportunities in the finance industry across PAN India, providing expert guidance on financial products like SME loans, mutual funds, SIPs, and private financing, and establishing and maintaining relationships with key stakeholders such as clients, investors, and financial institutions. We are looking for a dynamic and experienced professional who holds an MBA in Finance or a related field, w...

Channel Sales Manager | 2–8 yrs exp Strong knowledge of Mutual Funds, SIPs, FDs, Fixed Income, PMS & NCDs. Responsible for channel development, sales growth, and preparing regular reports, forecasts & analysis. share resume@ sampada.sutar@successr.in Required Candidate profile Proven exp in channel sales, ideally in Investment & Finance Results-driven with exceeding targets Willing to travel Strong knowledge of Mutual Funds, Insurance, SIPs, FDs, Fixed Income,& PMS products

Trading / Dealing in Equities / Shares/Stocks on behalf of clients with 0% dealing error. Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. Ensuring the highest level of service to the clients. Responsible for activation of trading account of clients Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. Responsible for Handling HNI Clients8) Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf...