22 Sips Jobs

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...

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...

Role Highlights: Acquire clients through calls, referrals, digital outreach Promote financial products like Mutual Funds, Insurance, SIPs, Equity Maintain strong client relationships Support teams with lead conversions Achieve individual targets Annual bonus Provident fund

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 Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and pla...

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...

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) Responsible for Handling NRI / HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, 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 co...