12 Sips Jobs

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 graduated with a degree in B.Com, BBA, or any finance-related field. Excellent communication skills, both verbal and written, are essential for this role. An interest in mutual funds, the stock market, and personal finance is preferred, along with a willingness to learn and grow within the financial services industry. Basic MS Office skills are also required. The salary for this position ranges from 15,000 to 20,000 per month, based on skills and performance during the interview. In addition to the salary, you will receive mobile reimbursement, health insurance, access to training and development programs, performance-based growth opportunities, and be part of a friendly and supportive work culture. The work schedule for this role is from 8:45 AM to 5:30 PM, with Saturday timings from 10 AM to 2 PM. You will have the 4th Saturday of every month off. Joining D.R. Brokers will provide you with the opportunity to learn from industry experts about the stock market and mutual funds. Clear career growth paths are available into sales, advisory, or portfolio management. You will gain hands-on exposure to financial products and CRM tools while being part of a fast-paced, professional, and people-first culture. If you are looking to kickstart your career in the financial services industry and are eager to grow and develop your skills, this Customer Relationship Manager position at D.R. Shares & Stock Brokers PVT LTD could be the perfect opportunity for you.,

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 revenues. Providing professional customer service to ensure a high percentage of customer satisfaction and retention is crucial. You will be managing the portfolio to mitigate risks against attrition and maintain stability of the book. Having comprehensive knowledge of the customer base in terms of their profile, demographics, psychographics, and assets within the Bank and elsewhere is essential. You will serve as the primary contact for the High Net Worth customers of the Bank. In terms of sales, you are expected to generate new business to meet defined targets regarding the number of customers, volumes, and revenue for the segment. Achieving product mix targets and ensuring induction of all new customers brought in by the Branches & Direct Sales team is part of your responsibilities. Maximizing sales process efficacy, achieving budgeted cross-sell targets, and implementing aggressive sales call plans to acquire large prospective customers through referrals are integral to your role. Coordinating customer events for the cluster along with the product team is also a key aspect of your job. This is a full-time position that requires your presence in person at the work location. Kindly acknowledge the same.,

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, with a minimum of 2 years of experience in the finance industry, preferably in business development, loans, or financial services. Strong knowledge of SME loans, mutual funds/SIP, and private financing is essential, along with a proven track record in building and maintaining business relationships. Your role will require strong communication and presentation skills, as well as a willingness to travel across India for client meetings and business development initiatives. In this role, you will collaborate with internal teams to tailor financing solutions for clients, guide them through the funding process, and stay updated with the latest trends in the finance market, including regulatory changes, investment strategies, and financial products. You will have the opportunity to work in a supportive and collaborative environment, with competitive salary and performance-based incentives, and avenues for growth and career development within our dynamic global finance organization. If you are an ambitious finance professional with a passion for business development and a deep understanding of the financial landscape, we are excited to hear from you!,

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 of customers. Making confirmation of orders and trades done during the day to clients. Acquiring new clients through existing clients referrals. Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. Responsible for collecting margins/ market-to-market loss. Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines.

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 of customers. Making confirmation of orders and trades done during the day to clients. Acquiring new clients through existing clients referrals. Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. Responsible for collecting margins/ market-to-market loss. Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines.

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 place orders on behalf of customers. 10) Making confirmation of orders and trades done during the day to clients. 11) Acquiring new clients through existing clients referrals. 12) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 13) Responsible for collecting margins/ market-to-market loss. 14) Follow guidelines of Risk management and Settlement 15) Ensure compliance as per various regulator and organization guidelines. Minimum 3 year - In a Equity Stock Broking Firms Location - GOA, Delhi, Mumbai, Bangalore, Hyderabad, Chennai, Kolkata, Pune, Udaipur, Jodhpur, Jaipur, Ahmedabad, Vadodra, Surat.

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 place orders on behalf of customers. 10) Making confirmation of orders and trades done during the day to clients. 11) Acquiring new clients through existing clients referrals. 12) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 13) Responsible for collecting margins/ market-to-market loss. 14) Follow guidelines of Risk management and Settlement 15) Ensure compliance as per various regulator and organization guidelines. Location: GOA, Delhi, Vadodra, Surat.,Chennai,Kolkata,Pune,Udaipur,Jodhpur,Jaipur,Ahmedabad

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 clients through regular follow up. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients 1) Handling NRI Clients 2) Domain Knowledge of Products like PMS, Mutual Funds, AIF, Bonds, Stock Broking 3) Experience in handling B2C 1) 3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Stock Broking) , 2) NISM Series VIII (Equity derivatives) Location : - Trivendrum, Telangana, Delhi, Vadodra, Mumbai,Chennai,Kochi,Coimbatore,Bengaluru,Hyderabad,Kolkata,Ahmedabad,Pune,Indore

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 place orders on behalf of customers. 10) Making confirmation of orders and trades done during the day to clients. 11) Acquiring new clients through existing clients referrals. 12) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 13) Responsible for collecting margins/ market-to-market loss. 14) Follow guidelines of Risk management and Settlement 15) Ensure compliance as per various regulator and organization guidelines. Minimum 3 year - In a Equity / Stock Broking Firms Location - GOA, Delhi, Mumbai, Bangalore, Hyderabad, Chennai, Kolkata, Pune, Udaipur, Jodhpur, Jaipur, Ahmedabad, Vadodra, Surat.

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 compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients Handling NRI Clients for Equity Broking Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds Experience in handling B2C Exp.-3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Equity Stock Broking) , 2) NISM Series VIII (Equity derivatives) Location- Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Ahmedabad, Kochi, Coimbatore, Pune, Indore, Telangana, Delhi, Trivendrum, Vadodra