2114 Nism Jobs - Page 11

Vertical : PBG Desk Position : Senior Relationship Manager Experience required: 5 Years to 10 yrs Location : Gurgaon / Chandigarh Job Description: 1.Placing Orders for clients after taking proper consent 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc.) 4. Client meetings directly and joint meets along with Bank PBG RM`s 5. Pitching our research ideas to customers Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good commun...

Role & responsibilities Advise the clients on their Investments and provide information about current market trends. Responsibleformaintainingahealthylongtimerelationshipwiththeclients. Handling their Portfolios & generating brokerage. Responsible for executing the trade on behalf of the client & maintaining regular relations. Cross selling of other equity financial products such a MF & PMS

Team Leader – Wealth Managers / Advisors Location: Dwarka- Delhi Experience: 5–7 yrs (Wealth Management) * Team handling for Wealth Advisors / Planner + HNI client servicing * Mutual Funds, Insurance, PMS sales * NISM/CFP preferred Call- 9759214475

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest different investment schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database b...

Role & responsibilities Proactively sell Mutual Fund products to Retail and HNI clients from the assigned database. Generate fresh leads through referrals and networking to expand the client base. Conduct detailed customer profiling to understand financial needs and recommend suitable investment products. Provide comprehensive investment planning and advisory services tailored to client goals. Ensure exceptional service standards and maintain strong client relationships, especially with HNI/UHNI clients. Achieve business targets across a diversified product mix, ensuring consistent revenue generation. Drive B2C sales initiatives and contribute to overall business growth. Acquire and manage a...

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- Upto-6 LPA + Incentive + Other benefit ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients. 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. SKILLS 1) NISM VIII certificate is mandatory. 2) Prior experience of working in a similar set up preferred. 3) Should be willing to work in a target driven role & should be a go better. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned ...

Are you looking for a dynamic and rewarding career in the world of finance? Join stockaxis, where we empower you to unlock your potential and become a Wealth Relationship Manager - the ultimate face of our business! Why Join Us? At Stockaxis, we are on a mission to help investors secure their financial future with the right investment solutions. We strive to be the most admired and respected firm in our sector, offering a participatory environment where you can collaborate, innovate, and drive real impact in the industry. What You'll Do: As a Wealth Relationship Manager, you'll be at the forefront of our growth and success, responsible for: 1. Building Strong Client Relationships: You'll be ...

Responsibilities: * Manage portfolios for HNI clients * Provide investment advice & mutual fund solutions * Oversee financial planning & risk management * Ensure compliance with regulatory standards Health insurance Sales incentives Referral bonus Retention bonus Leave encashment Mobile bill reimbursements

Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9082104424 Sanika email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance

Urgently need Branch Manager, Equity Dealer,MFund Sales and BSE(business support executive) in a stock market Location Bangalore For Equity dealer, BSE and RM ,Experience min 1 year required, CTC 2lpa to 4 lpa For BM exp min 5 yrs, CTC - 3 to 6.5lpa Required Candidate profile Role – For BM , Managing Branch as a Profit Center by revenue generation. - For Dealer , Sale purchase on behalf of client - For MFund Sales- acquire clients and SIP Contact QRN on 9869504403

- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@gmail.com

Responsibilities: *Only NISM V-A Certificate & Valid ARN holder can apply. *No fixed salary. It's a Trail Commision plus incentive Job. * Manage mutual fund portfolio * Collaborate with sales team on SIP strategies Work from home Sales incentives Annual bonus Performance bonus Referral bonus

You will be a Mutual Fund Representative at Arch Finance Ltd. (AFL) in Delhi, India. Your responsibilities will include managing investments and portfolios, working with mutual funds, providing customer service, and offering finance-related advice to clients. Your role will be crucial in helping clients achieve their financial goals while ensuring compliance with relevant financial regulations. Key Responsibilities - Manage investments and portfolios effectively - Work with mutual funds to maximize returns for clients - Provide exceptional customer service to clients - Offer finance-related advice to help clients make informed decisions - Ensure compliance with all relevant financial regulat...

Responsible for acquiring new clients and driving revenue growth in the Mutual Fund segment. Assist clients with MF account setup & portfolio management. Build strong client relationships, provide valuable investment insights & client satisfaction. Required Candidate profile Proven experience in sales, business development, or client servicing within the Mutual Fund or financial services industry. Strong understanding of Mutual Fund products and investment strategies.

Responsible for acquiring new clients and driving revenue growth in the Demat segment. Assist clients with Demat account setup & portfolio management. Build strong client relationships, provide valuable investment insights & client satisfaction. Required Candidate profile Proven experience in sales, business development, or client servicing within the Mutual Fund or financial services industry. Strong understanding of Mutual Fund products and investment strategies.

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction. Required Candidate profile Proven experience in sales, business development, or client servicing within the Mutual Fund or financial services industry. Strong understanding of Mutual Fund products and investment strategies. Perks and benefits Attractive incentive structure.

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: 7977105185 Email: samid.mirkar@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 o...

Terminal Seating & Order Punching Generating and Increasing Branch Revenue from existing and Self-Sourced Clients Monitoring Day To Day Operations At the Branch. Maintaining Regular Relations With HNI Clients.

Key Responsibilities: Client Acquisition & Relationship Management: Develop new and expand existing HNI customer relationships through in-depth profiling. Match client needs with Kotak Group's product offerings. Ensure client contactability through regular weekly/monthly interactions. Sales & Revenue Generation: Generate business across: Liabilities: Current Accounts, Term Deposits. Assets: CC, OD, Term Loans, Export Finance. Fee Products: Trade, Forex, Insurance, Mutual Funds. Formulate and implement sales plans to acquire new HNI clients and grow relationship value. Portfolio Management: Conduct client portfolio reviews and recommend suitable products. Maintain complete relationship record...

NJ India Invest Pvt. Ltd is a leading advisor and distributor of financial products and services in India. NJ began its journey in 1994 in Surat and has over a decade of rich exposure in the financial investment space, portfolio advisory services, and distribution of financial products. At NJ we exist to provide quality financial / investment advisory solutions to customers of diverse profiles and needs. We aim to take the benefits of a maturing Indian financial market to the masses and provide them with solutions that best serve their interests. Qualification - MBA & PGDM ( Finance & Marketing ), M.com Job Location - Delhi/NCR and U.P ( Allahabad & Lucknow ) Position : 5 Salary Delhi/NCR - ...

Job Description: Equity Advisor Communicating Intra day trading calls and investing ideas to customers. Maintaining regular relations with clients Individually operate NSE/BSE terminals Thorough knowledge of all exchange rules regulations and compliance Ability to advise the clients from time to time based on the research calls Generating brokerage and volume to the branch To trade behalf of clients, keeping them informed about rates, research information and market outlook, order and trade details and confirmations Identify new streams for revenue and maintain cordial relationship with existing clients Achieve laid down target w.r.t revenue generation, client activation, client Acquisition ...

Position: Odin Dealer Location: BSE Building, Fort, Mumbai Experience: 23 years in Equity & Derivatives Dealing Qualification: Graduate with valid NISM Series VII CTC: As per industry standards Work Days: Monday to Friday (5-day week) Key Responsibilities: Execute trades in equity and derivatives (F&O) using the Odin platform. Handle client orders accurately and ensure timely execution. Monitor market movements and manage trading terminals efficiently. Provide market updates and client support as required. Apply knowledge of options (calls & puts), rollover strategies, and arbitrage . Maintain trading records and prepare reports. Coordinate with back-office and compliance teams. Skills & Com...

Call & Trade Location- Thane NISM 8 Mandatory KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. Responsible for handling inbound & outbound calls. 2. Responsible for resolving the queries of investment products, investment options, financial market, updates in capital market. 3. Identify customers needs on every requirement with quick response time. 4. Handle the complaints and enquiries of customers. 5. Responsible to handle Continuous interaction with the clients to identify their requirements and provide trading/hedging solutions through existing product gamut. Share your cv : smruti.kadam@kotak.com

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs, 2. Team handling Interested can contact on 7016615213 or share CV on rahul.jani@tradebulls.in

The role requires a highly skilled and motivated Cluster Investment Counsellor with extensive knowledge in Investments, Demat-Broking accounts, and Mutual Funds (MF). The ideal candidate will be responsible for driving MF and Demat initiatives within their respective cluster, conducting meetings with branches, engaging with customers, and traveling within the cluster to ensure comprehensive support and growth. Role & responsibilities Stay updated on competitive offerings and market trends in Debt and Equity. Demonstrate a thorough understanding of MF schemes and be able to discuss them with ease. Conduct training sessions at the branch level with Asset Management Companies (AMCs) and Channel...