899 Nism Jobs - Page 11

Manage a portfolio of existing and prospective clients through virtual platforms (phone, email) Understand client investment needs, risk appetite, and financial goals Ensure regular follow-ups with clients for portfolio reviews, market updates Required Candidate profile Graduate with 2–4 yrs of Experience in mutual fund sales, financial advisory, relationship management . Strong understanding of mutual fund products, SIPs, (ELSS) info.aspiringmantra@gmail.com

Dear Applicant, We are hiring Quality Analyst for our Raipur/Indore branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Essential Educational & Experience Qualification- A. Graduation or MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Designation: Quality Analyst Interested candidate can share cv at sudhir.singh@sbicapsec.com Thanks & Regards, sudhir singh Human Capital 8527187377

Dear Applicant, We are hiring Quality Analyst for our Ahmedabad/Surat/Rajkot branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Essential Educational & Experience Qualification- A. Graduation or MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Designation: Quality Analyst Interested candidate can share cv at sudhir.singh@sbicapsec.com Thanks & Regards, sudhir singh Human Capital 8527187377

Dear Applicant, We are hiring Quality Analyst for our Lucknow/ Kanpur branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Essential Educational & Experience Qualification- A. Graduation or MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Designation: Quality Analyst Interested candidate can share cv at sudhir.singh@sbicapsec.com Thanks & Regards, Sakina Chowdhury Human Capital 8527187377

Greetings from avani Consultancy ! Role & responsibilities Responsible for gathering assets for investment productssuch 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. Preferred candidate profile well experienced with mutual funds, managing portfolios , PMS, AIF. drop resume - 9949101406 / uttam@avaniconsulting,com (WhatsApp/mail)

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer(Without Cross sale) CTC- upto-4.5 LPA + incentive + other benefit ROLES & RESPONSIBILITIES: 1. To ensure active management of clients & achieve the target active AUM 2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options 3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4.To achieve healthy revenues without compromising on client profitability 5. To have clear focus on client mining 6. To conduct regular Client Meetings & update the same in the meeting tracker 7. To attain maximum reach of investment ideas/stock calls initiated 8.Keep abreast of the market news, financial trends and current affairs 9.To attend post result con-calls, analyst meets for improved client servicing. Kindly reply with updated CV on apex.sandhyapatel@gmail.com if you are interested for the mentioned Job Role. you can call also on 8429944115

Roles and Responsibilities: Growth of Revenue and Market Share. Assigned Business Partners should have Commodity Terminal. Travel across assigned branches at regular interval. Should ensure the Commodity/Currency RMs of his region fulfill Organizational Goal of Revenue Generation. Overall, your region should fulfil Organizational I/E Goal To ensure proper mapping of Commodity/Currency Clients to all RMs (equity /Commodity) Preferred candidate profile Graduation is a must Min 3 years of relevant experience NISM certification is a must

Roles and Responsibilities : Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for Handling HNI Clients. Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for collecting margins / market-to-market loss REQUIRED QUALIFICATIONS: Graduate / Post graduate NISM Series VIII (Equity derivatives)

- 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@yahoo.com

Senior Relationship Manager Job Description : 1. Building relationships with clients & educating them about Investments 2. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP, etc) 3. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Advising Clients based on Research Report. Required Criteria: Graduation is must. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) Stock Market knowledge is mandatory. Should possess good communication skills. Interested candidates can share their resume on vaishnavi.srivastava1@hdfcsec.com

Summary - JD: Assistant Professor (Finance) Teaching Deliver BBA Finance subjects (e. g. , Financial Management, Banking, Investment) Use OBE, Bloom s Taxonomy, and ICT tools Follow structured lesson planning & student engagement methods Assessment & Evaluation Prepare question papers, assignments, quizzes Ensure CO-PO mapping, timely evaluation, and result submission Curriculum Development Participate in syllabus design and BOS Include emerging areas like FinTech, ESG, Financial Analytics Research & Publication Publish in UGC-CARE/Scopus/ABDC journals Guide student research, apply for projects and grants NAAC/NBA/Quality Assurance Maintain documentation for accreditation Track CO, PO attainment and contribute to SSR, AQAR Student Mentoring Academic and career mentoring Support for internships, placements, and advanced learners Institutional Contribution Active participation in university committees and events Organize FDPs, seminars, and guest lectures Professional Development Attend FDPs, MOOCs (NPTEL/SWAYAM) Regular upskilling in teaching and finance domain Eligibility Master s in Finance/Commerce with 55%, NET/SET/Ph. D. preferred Additional certifications (e. g. , CFA, NISM) desirable

Execute client orders in equity derivatives segment Monitor and manage open positions and risk exposures. Provide market updates, trading strategies, and investment advice to clients. Exchange, and internal trading guidelines. Required Candidate profile Trading Experience on Terminals Like ODIN, NEST Etc, XTS, Back office Operations Proficient in - MS Excel

This Opportunity is with a leading Stock Broking company for their office in Kolkata location Role: Equity Dealer Experience: 2 - 7 Year s Job Description: Role & Responsibilities: Responsible for managing clients' portfolios by assessing their needs and advising them on their investments based on the research reports generated by the research department. Communicating trading on calls and investing ideas to customers. To trade on behalf of clients. Responsible for brokerage generation. Cross selling third party products. Research and build relationships with clients. Required Skillset: Pleasant personality and good communication skills. Basic knowledge of finance and financial products. Must have worked on ODIN software. Good in Excel. NISM Certification Any Graduate - Full Time Interested Candidates can share their CV's at priyal@topgearconsultants.com

Immediate and Urgent requirement Senior Relationship Manager Job Location - Vadodara / Gandhidham Primary Responsibilities: Responsible to manage the profitability of the Branch. Closely monitor revenue against cost and generate revenue through Equity/ TPP and any other new launch. Manage a team of RMs and Ensure proper segregation of customers and active clients mapped to RMs. Monitor brokerage of the branch/dealer and income from other products. 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 the research team for advice/review of the portfolio for top customers on regular basis. Eligibility Criteria: Experience in Team Handling. Good knowledge of Equity Market and TPP. Good communication (Written and Verbal). Should be NISM certified. Overall Experience 10+ Years. Interested candidate can share their resume at monikarathod@hdfcsec.com

JD For Equity Dealer We have opening for Equity Dealer, please find the JD for your kind perusal:- If interested please share your update resume with current CTC and notice period. JOB DESCRIPTION ORGANISATION - IDBI Capital Markets and Securities Limited DESIGNATION - Equity- Dealer NO. OF VACANIES - 2 EXPERIENCE RANGE - 1-2 year of exp CRITICAL EXPERIENCE Stock broking experience is mandatory & NCFM/NISM/AMFI Certification. ESSENTIAL QUALIFICATIONS Any graduate / post-graduate Commensurate with experience CANDIDATE'S PROFILE * Advising clients with regard to their Investment in Equity, Derivative & currency Market, Place orders on their behalf. * Responsible for achieving brokerage revenues. * Increasing client base through existing client referrals. * To place orders for clients on trading terminal with very high proficiency in speed and accuracy. * Confirmations on Recorded Line. * Communicating research advices and investment ideas to customers for portfolio churning. SKILLS AND TRAITS * Excellent Communication & Presentation skills. * Must have existing client relationships in the market. Should be a self-starter, proactive & target oriented. * Should possess strong networking & relationship building skills. Interested candidates can share you CV on outsource18@idbicapital.com and can contact on 9137914716 (Priti Rai).

Role & responsibilities The Relationship Manager for is responsible for managing high value of Current And Saving accounts and enhancing relationships with business clients. Focusing on their financial needs and providing integrated solutions. Key responsibilities include generating incremental business through cross-selling products. Maintaining customer engagement, and adhering to sales processes and risk policies. The role requires a bachelor's degree and emphasizes continuous learning and development in the banking industry. Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment . Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc.

Role & responsibilities Acquire new customer for liability accounts and third party products by effectively managing the sales unit Manage and motivate the sales team Strategize on prospecting and efficient & effective approach to these client segments Cross sell all products alongside the core product Provide regular training on products and selling skills to the sales unit Recruit staff for sales unit as and when required Develop and continuously upgrade new innovative sales channels & techniques to maximize productivity Implement the sales monitoring mechanism to measure the productivity of the team Monitor the quality of sourcing of products to evaluate developmental needs of the sales team Drive the sales system towards quality standards where risks are well controlled Derive insights to competitor sales activities and effectively counter the efforts Set business standards for acquisition and cross sell Evaluate training programs available and recommend the appropriate programs for differential training needs

We are urgently hiring for Relationship Managers 3 role Location: Chennai : Experience: Minimum 3-6-year experience in selling of Investment related products like Mutual Funds /Life Insurance /General Insurance/ PMS/AIF /Fixed Income Products/ business and home loans Only direct sales experienced candidates will be considered. Only local candidates will be given preference. Interested candidates can also share their CVs to suresh@myassetsconsolidation.com. Key Job Responsibilities Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal Conduct timely and regular follow ups with the clients and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM Review and diversify existing client portfolio on a regular basis and provide guidance accordingly Achieve financial goals of the clients through various product line like LI, MF, FI, GI and other liabilities products. Update and cross - sell products and services to existing clients and update them about the primary and secondary market trends Ensure regular connect with pending leads/references Update self-regarding all schemes, products and solutions by regularly attending trainings and reading NFOs Conduct activities i.e. conduct research and pitch to Corporates regarding NPS, group insurance and other upcoming schemes Share regular communications with client regarding information, research and material of the organization Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads Role & responsibilities Preferred candidate profile

Responsible for marketing and sales of software products Identifying new areas of opportunities and generating business Building relationship with prospects and Clients and keeping close follow-ups Candidates from Ahmedabad shall be preferred Required Candidate profile Graduate mandatory Good communication, convincing & presentation skills required Interested candidates can mail on trishna@spidersoftwareindia.com or call on 8655762848/ 022-35018383 (Ext:3)

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Direct Responsibilities 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Preferred candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines. 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) 3. Insurance Corporate Agency License (SP Certificate) (for Insurance) 4. NISM XIII A (for SIF) With At least 2 years in Selling financial products and services

Willing to open DMAT accounts Ready for self-sourcing Salary : 3 to 8 Lpa Nism required Undergraduate and Graduate 60% Dealing and 40% Cross sales Financial Products • like Health Insurance, SIPs, Life Insurance, Mutual funds Required Candidate profile Require Candidate Stock Broking Company Exp 2-10 year experience Send update Resume Jobs@xwelljobs.com Contact us Jitesh Mathur Mobile No 9414133911

Roles and Responsibilities Meet or exceed monthly targets set by the organization. Develop strong relationships with existing clients to increase wallet share and product penetration. Identify opportunities for upselling/cross-selling various third-party products like NISM certified investment products. Provide comprehensive financial planning solutions to clients by offering products such as Life Insurance, General Insurance, Health Insurance, Motor Insurance, Mutual Funds Sales, Fixed Deposits, Financial Planning & Retirement Planning. Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients through direct sales, cross-selling, and referrals. Required Candidate profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year +( Direct Sales) 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module CFP/CWM would have an added advantage. Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Walk In address Bajaj Capital Ltd ,Door No 40-5-1, 1st Floor, Siri Square, Tikkale Road, Mg Road, Vijayawada - 520010. Interested Candidate can share their updated CV mail to s.devanesan@bajajcapital.com & WhatsApp- +91-9092930867

Direct Responsibilities : Responsible for gathering assets for investment productssuch 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 client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory. Lower Parel : Ashish Bhosale - 8657990136 Mirae Asset Sharekhan, 433, 4th Floor , C Block, Phoenix House, Phoenix Mills Compound, Senapati Bapat Marg, Lower Parel (W) Mumbai - 400013 Vile Parle : Poonam Gupta - 8291105441 Mirae Asset Sharekhan, 2, New Sarvodaya Chs, Gr. Floor, Sarojini Road, Near Mcdonalds, Vile Parle West, Mumbai - 400056

RM Dealers Please find below JD: Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for Handling HNI Clients. Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for collecting margins / market-to-market loss REQUIRED QUALIFICATIONS: Graduate / Post graduate NISM Series VIII (Equity derivatives) Lower Parel : Ashish Bhosale - 8657990136 Mirae Asset Sharekhan, 433, 4th Floor , C Block, Phoenix House, Phoenix Mills Compound, Senapati Bapat Marg, Lower Parel (W) Mumbai - 400013 Vile Parle : Poonam Gupta - 8291105441 Mirae Asset Sharekhan, 2, New Sarvodaya Chs, Gr. Floor, Sarojini Road, Near Mcdonalds, Vile Parle West, Mumbai - 400056

Dear Candidates, We are particularly looking forward for candidates with experience in Banca Channel/ Independent Broking house or Franchisee who are looking for an opening with Bank Broking channel Job Description: Roles and Responsibilities 1. Communicating trading calls and investing Ideas to customers. 2. Thorough knowledge of all exchange rules, regulations and compliances. 3. Ability to advise the clients from time to time based on the research calls. 4. Generating brokerage and volume. 5. To Trade on behalf of clients, keeping them informed about rates, research information and market outlook , order & trade details and confirmations. 6. Identify new streams for revenue and maintain cordial relationship with existing clients. 7. Developing relationship with Clients and generating leads through references. 8. Achieve laid down target W.r.t Revenue Generation And Client Activation. 9. Cross selling third party products( Life Insurance & Mutual funds.) Designation: Equity Dealer Location : Hyderabad Qualification : Minimum Graduation Certification : NISM Series VIII Age : Max 40 Years Candidate Profile: Equity Dealer 1) Graduation 2) Candidates with minimum 1 year experience in Equity Dealing is mandatory Candidates may also send their resume to manasi.s@sbicapsec.com Whatsapp : 7736562628 Thanks & Regards, Team HR SBICAP Securities Ltd.