NISM VA

Job Title: Investment Advisor – Mutual Funds & Cross SalesLocation: Airoli5 Days Working | 2 Days Rotational OffUpselling and cross-selling.Graduation is mandatory.NISM - XA/XB or VA/VB.BFSI Sales (Banking, Financial Services, Insurance) Required Candidate profileNISM Certificate with any graduation mandate

Job descriptionTech Mahindra is hiring for Telesales adviser at Airoli LocationDesignation: Sales ExecutiveRoles & Responsibility:Sell mutual funds to customer & work as advisorsIdentify and assess customer's needs to achieve satisfactionBuild sustainable relationships and trust with customer accounts through open and interactive communication.Key skills...

Are you passionate about financial markets and eager to work with diverse investment products? Join our team and build a rewarding career in financial services.What You'll DoResearch Mutual Funds, SIFs, PMS, AIFs, and other investment products.Interact with fund managers & analysts to gain market insights.Prepare product notes, research reports, and market...

Description10451Major Deliverables: Establishing relationship with registered users Based on the client's requirement, recommending mutual funds Achieving sales target for mutual fund sales – SIP / Lump sum Resolving any of the client queries Helping the investors with mutual fund portfolio review Connecting with clients to give regular portfolio and...

NISM VA / CFA Level 1 Certification is a must before job commencementSelf Research of available and new Mutual Fund schemes and other products like PMS, AIFs, SIFs etcInteract with Fund Managers and Analysts of these products to understand the products betterActive interaction with the Firm's HNI and Ultra HNI clients, actively monitoring their portfolio and...

Dear Candidates,We have a vacancy with our esteemed client in AMC, Location - ThaneRole & responsibilitiesTo generate business from the mapped customer base and building relationship with existing customers.Risk Profiling of investors & then build financial plan accordinglyIncrease the AUM book by 25% in a year.Acquisition of new investors through referrals...

Job Summary - *New Client Acquisition * Existing Client Relationship *Working closely with Institutional MFDsJob Description—Client Acquisition & Relationship Management: Identifying and acquiring new institutional clients, such as banks, pension funds, and insurance companies, and nurturing existing relationships to generate recurring business.Sales...

We are seeking a dynamic and experienced individual to join our team as an AVP Wealth in Private Wealth Management. The ideal candidate will be responsible for acquiring and advising High Net Worth Individuals (HNIs), maintaining client relationships, generating Assets under Management (AUM), providing investment advice, and participating in business...

Job Description:Overall responsibility of overseeing all research team tasksManaging all team deadlines regarding research responsibilities within agreed turnaround timelines and as per defined processesValidation and finalization of research outputs before release by teamEnsuring adherence to weekly and monthly research work schedules and calendarsBuilding...

Position: AVP/Senior Wealth Advisor – HNI/UHNI SegmentLocation: Mumbai, IndiaExperience: 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurialWealth Advisorto join our fast-growing private wealth management...