52 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, acquiringclients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needsas 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 Clients8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and ...

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...

1) Responsible for Handling NRI HNI Clients 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) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive cl...

Job Requirements About the Role The Associate Manager - Household(SA) is responsible for managing a portfolio of clients to ensure superior service delivery and drive cross-selling of banking products. The role focuses on building CASA (Savings Account) balances, acquiring new clients, and enhancing product penetration per customer. It also involves handling routine banking transactions, managing branch deliverables, and ensuring compliance with operational standards. Key Responsibilities Primary Responsibilities Drive CASA value build-up and acquire new clients as per branch targets. Ensure effective client engagement to facilitate cross-selling of banking products. Increase product holding...

As a Sales & Business Development Partner at PGWealthCare, your role is crucial in growing the client base in Investments, Mutual Funds, SIPs, and Insurance products. Your responsibilities will include: - Reaching out to potential clients - Explaining investment & insurance products in simple language - Assisting clients in starting their investment journey - Cultivating long-term relationships with prospects - Meeting monthly client acquisition targets - Working autonomously and earning high commissions on every successful sale This position offers a performance-based income opportunity where your earnings increase with the number of clients you bring in. To excel in this role, you should p...

As an individual in this role, you will be responsible for acquiring Large Trader Clients with high margin. Your key responsibilities will include: - Executing transactions in Equities (Cash and Derivatives), Currency, and Commodities - Ensuring efficient and prompt management of orders based on customer requests - Generating leads and selling/advising third-party products such as Health Insurance, SIPs, Life Insurance, and Mutual Funds - Coordinating day-to-day activities with RMS, Activation Team, Surveillance, and various other departments for the smooth functioning of the branch - Handling day-to-day approvals related to limits and commercials - Shifting offline customers to an online pl...

At Kotak Mahindra Bank, we aim to transform banking through technology-driven solutions. We are looking for a Software Product Manager with 5-9 years of experience in designing and delivering enterprise or internet-scale tools. The ideal candidate will have domain expertise in investment products and financial markets, with prior experience in building journeys for offerings like mutual funds, ETFs, SIPs, and retirement products. This role requires a blend of technical proficiency, market insight, and leadership to drive product success. Location: Mumbai / Hyderabad / Gurgaon Experience: 5-9 Years Education: Bachelor's or Master's degree in Computer Science, Business Administration, Finance,...

As a Mutual Fund Advisor at D.R. Shares & Stock Brokers Pvt. Ltd., your role will involve building and maintaining long-term relationships with mutual fund investors. You will need to understand individual client needs and provide appropriate mutual fund solutions. Acting as the primary point of contact for mutual fund-related queries and servicing, you will stay updated on mutual fund products, regulatory guidelines, and market trends. It will be your responsibility to ensure client satisfaction through prompt service and informed recommendations, collaborating with internal teams for smooth transaction processing and reporting. Moreover, educating clients on various schemes, SIPs, and fund...

As a Sales Executive for this role, 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 Back-Office Operations Executive at the company, your role involves handling day-to-day back-office operations for Motilal Oswal trading accounts. This includes executing and tracking mutual fund transactions, redemptions, and SIPs. You will be responsible for coordinating with AMC's and Motilal's support team for operational tasks, managing insurance policy data, renewal tracking, and communication, as well as maintaining client KYC and onboarding documentation. Qualifications required for this role include: - Proven experience in back-office operations within the financial services industry. - Strong understanding of mutual fund transactions and KYC procedures. - Excellent communicati...

As a Financial Associate specializing in Demat & Wealth Management at Mint Capital, you will play a crucial role in assisting clients with various financial services. Your primary responsibilities will include: - Assisting clients with Demat account opening, KYC compliance, and providing trading support. - Offering market insights and investment guidance on a wide range of products including SIPs, Mutual Funds, Bonds, IPOs, ULIPs, and Lumpsum Funds. - Advising clients on Life & Health Insurance solutions to cater to their specific needs. - Supporting clients in portfolio building and wealth creation strategies. - Managing client queries, maintaining follow-ups, and fostering strong relations...

As an intern at RupeeVyze, you will have the opportunity to gain hands-on experience in Mutual Funds, SIPs, insurance, asset allocation, financial planning, and client analysis. The internship focuses on real research, planning frameworks, and advisory workflows rather than theoretical concepts. You will be involved in core investment advisory tasks such as: - Researching Mutual Funds, Insurance products, NPS, and other investment options - Assisting in drafting financial plans and sample portfolios - Conducting basic client need assessments (risk profiles, goals, timelines) - Creating comparison charts, asset allocation summaries, and product analyses - Keeping track of market trends, fund ...

As an Intern at RupeeVyze, you will have the opportunity to gain practical knowledge in Mutual Funds, SIPs, insurance, asset allocation, financial planning, and client analysis. You will be engaged in real research, planning frameworks, and advisory workflows, providing you with hands-on experience rather than theoretical concepts. **Key Responsibilities:** - Researching Mutual Funds, Insurance products, NPS, and other investment options. - Assisting in drafting financial plans and sample portfolios. - Conducting basic client need assessments including risk profiles, goals, and timelines. - Creating comparison charts, asset allocation summaries, and product analyses. - Keeping track of marke...

As a Relationship Manager (Equity & Wealth), your role involves working closely with both active and dormant clients, providing guidance on equity, F&O, and wealth products, and assisting them in their investment decisions. This is an office-based position that prioritizes building and maintaining relationships with clients. **Key Responsibilities:** - Manage and expand assigned client portfolios - Assist clients in various investment options including equity/F&O, SIPs, mutual funds, and wealth products - Revive old client relationships to drive monthly revenue - Conduct daily follow-ups and coordinate advisory services - Engage in cross-selling investment products without engaging in door-t...

1) Responsible for Handling NRI HNI Clients 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) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive cl...

Company Name: Motilal Oswal Financial Services (MOFSL) Profile: Relationship Manager Location: Ahmedabad, Vadodara, Surat Job Profile: New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships. Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPS, TGS, AlFs, Bonds, Unlisted Shares, IAP, and other financial services offered by MOFSL. Revenue Generation: Drive revenue growth by effectively managing sourced accounts and maximizing income across all product categories. Client Engagement: Conduct regular client meetings to understand financial needs, provide suitab...

Key Skills: SIP, VoIP, RTP, TCP/IP, Networking, SIPS, GCP Roles and Responsibilities: Provide cloud production support to maintain system reliability for voice services. Monitor and optimize system performance using GCP services and monitoring tools. Implement Quality of Service (QoS) for voice traffic to ensure high-quality communication. Troubleshoot and resolve incidents in production systems, maintaining uptime and performance standards. Collaborate with cross-functional teams to integrate VoIP and Unified Communication platforms with cloud-native and hybrid environments. Develop and automate scripts for system management, deployment, and monitoring. Ensure secure communications by follo...

Key Skills: SIP, VoIP, RTP, TCP/IP, Networking, SIPS, GCP Roles and Responsibilities: Provide cloud production support to maintain system reliability for voice services. Monitor and optimize system performance using GCP services and monitoring tools. Implement Quality of Service (QoS) for voice traffic to ensure high-quality communication. Troubleshoot and resolve incidents in production systems, maintaining uptime and performance standards. Collaborate with cross-functional teams to integrate VoIP and Unified Communication platforms with cloud-native and hybrid environments. Develop and automate scripts for system management, deployment, and monitoring. Ensure secure communications by follo...

As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible for acquiring new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network development Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base. Focus on generating new business and building client networks. Compliance Maintain a high level of complia...

As a B2C Relationship Manager at Arham Share Pvt Ltd., you will play a crucial role in engaging with retail clients, assisting them with investments, and fostering long-term financial relationships. Your responsibilities will include acquiring new retail clients, understanding their needs, recommending suitable financial solutions, guiding them through account processes, providing ongoing support, achieving sales targets, and ensuring high client satisfaction. Key Responsibilities: - Acquire new retail clients for equity trading and investment products. - Understand client needs and recommend suitable financial solutions such as Equity, F&O, Mutual Funds, SIPs, etc. - Guide clients through a...

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...