Average salary: Rs474,284 /yearly

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Search Results: 18 vacancies

Rs 250 per day

 ...Helping clients in tax planning Handling incoming prospect queries Prefered Qualifications- A postgraduate along with CFP / CFA / NISM XA XB with an understanding of investment products and taxation. Desired Candidate Profile- Financial Planning and investment... 

Circle Wealth Advisors Private Limited

Pune
2 days ago
 ...Qualifications Excellent communication and interpersonal skills Ability to build and maintain client relationships Knowledge of financial products mainly Mutual funds and Alternative Products. Experience in sales and customer service NISM series VA Certification.... 

Sajag Securities Pvt Ltd

Pune
17 days ago
 ...weekly targets & meetings, con calls. Qualification & Experience: MBA/ PGDM/ Post Graduate degree in Finance or a related field. NISM/NCFM certificate or equivalent certification relevant to stock markets. Minimum 1 year of experience in a stock broking company or a... 

Cholamandalam Securities Limited

Pune
3 days ago
 ...solutions. Establishing strong relationships and communication with clients. Desired Profile Graduate or Above Preference to NISM Certified candidates with experience in managing Retail/HNI Should have a good understanding of wealth management products like Mutual... 

r3 Consultant

Pune
22 days ago
 ...targets Qualifications and other requirements :- Masters Degree in Finance, Economics or Commerce Candidates must complete NISM XA, XB within 6 months of joining. Candidates with valid CFP also eligible Passionate about equity investing and long-term approach... 

MoneyWorks4Me

Pune
10 days ago
 ...What are the qualifications you need: Education: Graduation in Commerce and Management field is preferred. Certifications: NISM VA exam, AMFI certification preferred. Experience: 2-3 years Experience in Wealth management, with exposure to HNI, Ultra HNI, and NRI... 

Cambridge Wealth

Pune
2 days ago
 ...of capital markets, . Should be a result-oriented, self-starter, proactive, good communication skills. . Should possess strong networking & relationship building skills. . Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives... 

Kotak Securities

Pune
7 days ago
 ...generation – revenue to be generated from broking accounts which are self-sourced and are sourced by RM's Cross selling of third party investment products NISM 8 certification is mandatory Email : nbsingh.hrdesire @ gmail.com Thanks & Regards, Nb Singh (***) ***-****- whatsapp

HR Desire

Pune
8 days ago
 ...Derivatives Have a strong & disciplined approach to Sales To work in a compliant and diligent manner Mandatory to have NISM Series 8 certification Equity Derivatives Certificate Examination. ***(On exception we can look at candidates having good... 

Raveone Consultants

Pune
4 days ago
 ...Graduate / Post graduate with 1 to 4 yrs experience. . Should have good communication & presentation skills. . Should be a self-starter, proactive & target oriented. . Should possess strong communication skills. . NISM/NCFM VIII certificate is necessary.... 

Kotak Securities

Pune
7 days ago
 ...of capital markets, # Should be a result-oriented, self-starter, proactive # Should possess strong networking & relationship building skills, and good communication skills. # Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives.... 

Kotak Securities

Pune
7 days ago
 ...revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of Ultra Hni and Wealth Client Preference to NISM Certified candidates with experience in managing wealth client with in depth knowledge of Mutual Funds.... 

Waytogo Consultants

Pune
2 days ago
 ...across product mix. One point contact for the assigned customer. Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in-depth knowledge of Mutual Funds. Qualifications Analytical... 

Workassist

Pune
22 days ago
 ...products and generate the Criteria : - Should be willing to work in B2B sales role. - any Freshers MBA Finance, CA, CFA can apply - any NISM Certifications will be an added advantage. - Knowledge about fixed income products, Debt products will be needed. - Minimum 2-6 yrs of... 

NDX P2P Private Limited

Pune
15 days ago
 ...customer profitability by capturing larger share of Wallet . Ensure profitability of the portfolio: Generate high Income per Customer . Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified... 

Tata Mutual Fund

Pune
6 days ago
 ...disbursement of finance to the customers To do appraisal/ Review of performance of TCFSL's team in the region. 5. Target achievement Customer satisfaction level Build client relationship internal and external.' MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified... 

Tata Mutual Fund

Pune
6 days ago

Rs 1 - 2 lakhs p.a.

 ...DESCRIPTION Handling market neutral strategies, M&A arbitrage, Reverse arbitrage and Equity Future Arbitrage. Delta Hedging o NISM Certificate in Derivative Market Dealer Module Capital Market (Dealers) Proficiency in using NEAT, BOLT, ODIN --------------------... 

Prajakta Jobs

Pune
more than 2 months ago
 ...about trading in Derivatives Have a strong & disciplined approach to Sales To work in a compliant and diligent manner Mandatory to have NISM Series 8 certification - Equity Derivatives Certificate Examination. Functional Area: Banking/Investment Functional Role: Equity... 
Pune
25 days ago