2114 Nism Jobs - Page 10

Acquire, manage, and deepen relationships with UHNI clients. Upsell and cross-sell Mutual Fund products as per assigned targets. Generate new business through referrals and networking. Analyse client portfolios and recommend suitable investment strategies. Conduct regular client reviews to ensure portfolio performance and satisfaction. Maintain strong compliance and adhere to internal and regulatory guidelines. Serve as the single point of contact for all client queries and investment needs. Achieve business and AUM (Assets Under Management) growth targets across product mix. Share your resume to Koushik.k@experis.com or whatsapp : 9080189216

Requirements : - A Marketing specialist is a professional responsible for establishing and maintaining strong relationships with clients or customers on behalf of a company or financial institution The primary goal of the role is to foster positive interactions, understand the needs and preferences of clients, and offer tailored solutions to enhance client satisfaction and retention Roles & Responsibilities Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential. Managing the existing mapped franchisee his territory and ensuring the Business Development of all the new develop franchisees Actively engage with client...

Requirements: - A Marketing specialist is a professional responsible for establishing and maintaining strong relationships with clients or customers on behalf of a company or financial institution. The primary goal of the role is to foster positive interactions, understand the needs and preferences of clients, and offer tailored solutions to enhance client satisfaction and retention. Roles & Responsibilities Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential. Managing the existing mapped franchisee his territory and ensuring the Business Development of all the new develop franchisees. Actively engage with clie...

Job Title: Team Leader - Affluent Relationship Manager Customer Engagement Channel Location: Mumbai Industry: Banking / Financial Services / Investment Advisory Experience Required: 5 - 10 years Employment Type: Full Time Education: Graduate/Postgraduate (NISM certification preferred) Job Description: We are looking for a highly motivated Affluent Relationship Manager to join our Customer Engagement Channel. The ideal candidate will have experience in managing and growing High Net Worth (HNI/UHNI) client relationships, providing personalized financial solutions, and driving sales across a diverse product mix. Key Responsibilities: Client Relationship Management: Act as a one-point contact fo...

Job Title: Affluent Relationship Manager Customer Engagement Channel Location: Mumbai Industry: Banking / Financial Services / Investment Advisory Experience Required: 5 10 years Employment Type: Full Time Education: Graduate/Postgraduate (NISM certification preferred) Job Description: We are looking for a highly motivated Affluent Relationship Manager to join our Customer Engagement Channel. The ideal candidate will have experience in managing and growing High Net Worth (HNI/UHNI) client relationships, providing personalized financial solutions, and driving sales across a diverse product mix. Key Responsibilities: Client Relationship Management: Act as a one-point contact for assigned HNI/U...

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + other benefit ROLES & RESPONSIBILITIES: 1) Execute client orders on NSE/BSE terminals. 2) Building relationships with clients & educating them about Investments. 3) Client Acquisition as per targets and cross selling of 3rd party products. 4) Client meetings and bank branch visits as per goal sheet. 5) NISM-8 Certificate is mandatory. 6) Prior experience of working in a similar set up preferred. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 7991515067

About Mirae Asset Sharekhan: Founded in 2000, Mirae Asset Sharekhan (ne Sharekhan) was one of the first brokers to introduce online trading in India. With a client base of over 30 lakh, 130+ branches and 4,400+ business partners, Mirae Asset Sharekhans full-service model is Designed for the serious. What differentiates Mirae Asset Sharekhan from discount brokers is our in-house expert research team, RMs and branches which are designed to help customers understand the required serious approach and leverage the power of their experience and expertise. Role & responsibilities: Equity sales to all clients of branch with special focus on HNI clients. Revenue generation from equity, commodity & eq...

Place orders on behalf of clients Providing advisory services AUM product penetration Cross selling of third party investment products after market Generate Revenue Achieve sales targets Required Candidate profile Office Timing: Monday to Friday 8.30 to 5.30 pm Sat - 10 am to 2 pm Saturday 2nd and 4th off

Job Purpose : Drive profitable, compliant MF growth via channel partnerships, deep relationships, and disciplined execution to build resilient core assets. Reporting To: Zonal Head of Sales Primary Job Responsibilities: Drive mutual fund sales through national distributors and banking partners in the Mumbai region. Develop and maintain strong relationships with key clients and channel partners to enhance market share. Conduct regular meetings with distributors and clients to understand their needs and ensure effective feedback communication within the organization. Identify, onboard, and activate new distributors to increase overall share of business. Strengthen long-term core assets through...

Looking for Regional Manager in a Stock Market Experience - 10+ yrs as branch managers in broking firm CTC - 10 to 15 lacs Location : Bangalore Interested candidate contact QRN -9869504403 Required Candidate profile They will be responsible for overseeing the performance of multiple branches Organize investor meets and explore new avenues for commercial development, such as events and social activities

Department CEC (SKY Branch) Location Thane and Hyderabad Number of Positions Reporting Relationships Position Grade M1 to M5 Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Acquire new affluent clients and increase the customer base Work closely with other businesses to provide NRI customers with seamless access to NR products Navigate through adaptive and technical challenges to seamlessly a...

-Execute equity trades on behalf of clients -Monitor market trends, provide information, updates to clients -Prepare & maintain daily trading reports, transaction records -Coordinate with the research, advisory teams

-Execute equity trades on behalf of clients -Monitor market trends, provide information, updates to clients -Prepare & maintain daily trading reports, transaction records -Coordinate with the research, advisory teams

-Acquisition of new clients to open there De mat and Trading account. - Buy and sell of shares. - Order punch

Job description Role & responsibilities To up sell AMC MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs 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. Preferred candidate profile Any Gradu...

Responsibilities: Manage operations, oversee compliance & risk mitigation. Ensure timely processing of purchase, redemptions, switches. Ensure transaction accuracy, record keeping & client support. Coordinate with investors and fund houses. Food allowance Health insurance Annual bonus

Job Description: Mutual Fund Applications & KYC form filling, Login and tracking Online transactions execution, tracking and reconciliation Manage other activities i.e. Daily business MIS, adhoc client requests Qualification & Skills: Bachelor's/Master's degree qualifications preferably B.com/M.com Should understands the basics of Mutual Fund Industry and KYC guidelines Should be well versed with MS Excel Good communication skill Candidate with any NISM certification will be preferred

Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Acquire new affluent clients and increase the customer base Work closely with other businesses to provide NRI customers with seamless access to NR products Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Track customer complaints/queries and ensure a high level of customer sat...

Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Acquire new affluent clients and increase the customer base Work closely with other businesses to provide NRI customers with seamless access to NR products Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Track customer complaints/queries and ensure a high level of customer sat...

Job description Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. Review relationship in case of existing clients and increase revenue through them Obtain minimum five client references from existing and new clients for business expansion. Client Servicing based on research and back office inputs Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required Resolve all customer queries Desired Candidate Profile Any Graduate and Experienced i...

Hi, Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text N...

Shift Timings - Fixed Night Shift | Management Level: Analyst | Location: Airoli (Navi Mumbai)/ Exp: 0-2 yrs / Immediate Joiners/ Comfortable with KYC and Non KYC process All graduates and post-graduates needs to have all Sem Hardcopy Marksheets and Passing certificate. HR Reference (Mention on the CV): Samid Mirkar We are seeking skilled individuals with a deep knowledge and understanding of Derivatives, Finance, Capital Market, KYC/AML, Accounts and Stock markets. Contact Details: WhatsApp: 7498488064 Email: yash.tiwari.c@eclerx.com About the Role: We are seeking skilled individuals with a comprehensive understanding of derivatives and stock markets to join our team as Analysts. This role ...

Designation - Cluster Head - Banking Channel - B2B Location - Gurugram Ctc - 15-19 Lacs Experience : 7 yrs exp in AMC(Mutual Funds Company) Responsible for driving sales target in all bank branches and growth market locations in the Cluster Required Candidate profile Candidate must be working in AMC Strong understanding of financial markets, investment products (especially Mutual Funds, PMS & AIF), and sales strategies Certification - NISM - XXI-A and NISM - V-A

eClerx Virtual Drive for Financial Analyst Interview Mode: Virtual Job Location - Pune , Hinjewadi Phase 2 How to Apply: Interested candidates can share their CV at harsh.bhadra.c@eclerx.com Contact: 8692988070 Email ID: harsh.bhadra.c@eclerx.com Eligibility Criteria: Education: B.Com, M.Com, BBA, BAF, BMS (Batch 20202024) Experience: 0-2 years Skills Required: Basic knowledge of finance, KYC, AML, and stock markets Proficiency in MS Office Strong analytical abilities and effective communication skills. Additional Requirements: Immediate joiners preferred Willingness to work fixed EMEA hours and night shifts. Key Responsibilities: Conduct inter-system reconciliations and fund allocations Lia...

*Job Summary:* We are looking for a dynamic and customer-focused *Mutual Fund Sales Executive* to promote and sell mutual fund products. The role involves client acquisition, relationship management, and helping investors choose the right investment solutions as per their financial goals. --- ### *Key Responsibilities:* * Acquire new clients and expand the investor base through direct and referral channels. * Understand clients financial goals and recommend suitable mutual fund schemes. * Generate business from existing clients through portfolio reviews and upselling. * Maintain relationships with distributors, advisors, and channel partners. * Stay updated on mutual fund products, market tr...