Mutual Funds/investments/banking Trainer

We are looking for a professionally qualified, Part-time/Freelance/Full-time NISM/AMFI Certified Trainer with a minimum of 5 years of training experience in the Banking & Mutual Fund Industry. **Responsibilities** - Training new recruits on Mutual funds/Investments/ Banking for NISM certifications - V A, V B, V C, X A, X B **Job Specification** - Banking /...

**Key Responsibilities**: - Educate and advise clients on investment options, especially mutual funds (equity, debt, hybrid), SIPs, and tax-saving schemes (ELSS, PPF). - Recommend suitable investment strategies based on clients' financial goals and risk profiles. - Handle client onboarding, including KYC compliance and transaction processing via platforms...

We are looking for an experienced Banking Trainer:Deliver classroom training and develop training materialsAssess students' performance and provide constructive feedbackStay updated with the latest banking trends and practices Required Candidate profileExperience in Banking Operations, Financial Products, and Retail Banking8+ years of work experience with...

Urgent Requirement For Retail banking Trainer **Responsibilities**: - Develop and deliver training programs on retail banking and finance topics. - Create engaging course materials, manuals, and other educational content. - Conduct in-person and remote training sessions for banking professionals. - Assess participants' learning and provide feedback to...

We are Rendering Investment Services through Life Insurance, Mutual Funds , Health Insurance and Stock Broking with Leading Companies of India. We feel very proud in serving our clients since last 15 years and will be in service in every aspects for Our Prestigious Clients. Our Office address are FAIR Investments ( MAIN ) SCF - 49, First...

Job Overview:This role is centered around fostering exceptional customer relationships and delivering banking and investment services that exceed client expectations.Sales PerformanceThe incumbent will drive business growth by achieving sales targets across various products, including liabilities, retail assets, business banking, forex, cards, investments,...

**JD for Branch relationship officer in Axis Bank.** **Roles**: - To work as teller as per organisation’s requirements for processing cash transactions of customers. - Providing financial solution to the new and existing customers by offering bank’s products. - Cross selling bank’s products. - Connecting with mapped customers to offer products as per...

**Job Title**: Investment Advisor **Location**: Mohali, Punjab **Company**: Purminder Kaur & Associates **Job Type**: Full-time, Permanent **Salary**: ₹15,000 - ₹20,000 per month (Negotiable based on experience) **About the Role**: As an Investment Advisor, your primary responsibility will be to help clients make informed financial decisions by...

We are looking for a phone Officer for customer service, banking, financial, and investment needs is the responsibility of the Phone Banking Officer - BPO. The Phone Banking Office is in charge of resolving customer issues over the phone on a regular basis, resulting in improved customer service. Phone Banking Officer - BPO Responsibilities: - Direct...

**About Us**: At Wealth Nitits, we’re passionate about helping individuals achieve their financial goals through smart investments. As a leading mutual fund distributor, we’re expanding our sales team and seeking a motivated Mutual Fund Sales Representative to join us. **Role Overview**: As a Mutual Fund Sales Representative, you’ll play a crucial...