9 Nism Certified Jobs

We are looking for experienced and dynamic professionals for the Equity Advisor (PCG Division) role. The ideal candidate will manage and advise Super HNI clients across equity, derivatives, and other market instruments. Key Responsibilities Advise and manage Super HNI clients on Equity, Derivatives, Currency, and Commodity markets. Independently handle client portfolios with a minimum book size of 25 lakhs and above. Generate revenue and activate clients through effective advisory. Cross-sell financial products such as Mutual Funds, PMS, and Insurance. Resolve client queries and complaints within defined timelines. Acquire new clients and retain existing ones through regular engagement. Cond...

Role & responsibilities To up sell Mutual Funds products to Retail/HNI Clients as per the assigned database, generation of fresh leads. Profiling customers and provide financial products to meet customer need Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread 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. Best regards Mamta Mevada Recruitment consultant Mobile: +91 9904900177 Email: bdq5@uhr.co.in

Broad Scope of Job Responsibilities are: Responsible to manage profitability of Branch. Closely monitor revenue against cost and generate revenue through Equity/ TPP and any other new launch. Manage team of RM and ensure proper segregation of customers and active clients mapped to RMs. Increasing sales, reaching the targets and goals set for the area, Channel management Monitor brokerage of the branch/dealer and income from other product. Monitoring team's performance and motivating them to reach targets Manage the clients in the locality within the said radius. Handle overall branch operation, risk and administration related activities Ensure connectivity in the branch. Coordinating with re...

Financial Sales Consultant | Across Tamil Nadu | Immediate Joiners Job Description : We are hiring Sales-Driven Financial Consultants to promote investment products like Mutual Funds, SIPs, Insurance, Bonds, and PMS . Ideal for candidates with experience or interest in field sales, financial products, or investment advisory Role & responsibilities Promote and sell Mutual Funds, SIPs, Insurance, PMS, Bonds to clients Generate leads via cold calling, referrals, and field visits Explain financial products and services clearly to clients Maintain regular client contact via calls and meetings Update clients on market trends, new schemes, IPOs, NFOs Assist clients with investment applications and ...

Urgently Looking for Wealth Relationship Manager for Leading Asset Management Company for Mumbai Location. Job Title : Wealth Relationship Manager Individual (Open Market) Location : Mumbai Industry : Asset Management / Mutual Funds Experience : 715 Years Channel : Direct Channel Open Market (Individual Clients) Employment Type : Full-Time Graduate/Postgraduate in Finance, Commerce, Economics, or related field. NISM Series V-A (Mutual Fund Distributors Certification) Mandatory. Role Objective: We are seeking a proactive and performance-driven Wealth Relationship Manager to develop and manage relationships with Retail and HNI clients through the open market. The ideal candidate will have a st...

Role & responsibilities Manage high net worth individual (HNI) clients' portfolios, providing personalized wealth management solutions. Develop and maintain strong relationships with existing HNI clients to increase retention rates and generate new business opportunities. Identify cross-selling opportunities for various financial products such as investments, insurance, mutual funds, PMS, etc. Collaborate with internal teams to ensure seamless delivery of services to clients. Analyze market trends and economic indicators to provide expert advice on investment strategies. Preferred candidate profile NISM Certified or Wealth Experience.

Advise HNI/retail clients on Equity/Derivatives. Cross-sell MFs/Bonds/Insurance. Acquire & retain clients. 1-3 yrs exp

2+ years in broking Strong retail advisory background Age up to 35 years for frontline roles Pure Advisory Work with clients you bring in and help them grow their investments Acquire & service your client base Locations: Hyderabad | Mumbai | Delhi Required Candidate profile NISM VIII Certified is a MUST 2 Years Broking Experience

Financial Sales Consultant | Across Tamil Nadu | Immediate Joiners Job Description : We are hiring Sales-Driven Financial Consultants to promote investment products like Mutual Funds, SIPs, Insurance, Bonds, and PMS . Ideal for candidates with experience or interest in field sales, financial products, or investment advisory Role & responsibilities Promote and sell Mutual Funds, SIPs, Insurance, PMS, Bonds to clients Generate leads via cold calling, referrals, and field visits Explain financial products and services clearly to clients Maintain regular client contact via calls and meetings Update clients on market trends, new schemes, IPOs, NFOs Assist clients with investment applications and ...