1535 Nism Jobs - Page 11

Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.

Mutual Fund Operations

Mode of work: Work from office (5 days a week) Role & responsibilities: Business Growth: Develop and implement referrals from clients. Expand service offerings and increase AUM from existing clients. Build trust and credibility through effective communication. Client Management: Cultivate and maintain strong relationships with clients. Conduct regular meetings with clients to understand their financial needs, goals, and preferences. Address client enquiries and concerns promptly Research: Track the performance of invested funds. Attend fund manager calls to reconcile internal research with their opinions and understand the framework. Preferred candidate profile: 3 to 5 years experience in ei...

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Delhi, Bangalore, Chennai, Hyderabad ctc - 3 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Min 1 year exp in stock market, Must be keen in sales CTC upto 5 Lakhs/annum Contact QRN Geojit on 08377024167 / email cv @ manuvashist440@gmail.com

Roles and Responsibilities Manage equity advisory services, including portfolio management, brokerage generation, and equity settlement. Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading. Prepare reports using Excel and PowerPoint to present findings and recommendations to clients. Ensure compliance with regulatory requirements by adhering to NRI guidelines. Accurate and timely execution of orders on terminal. Revenue generation and activation of inactive clients Managing client portfolio and solving client queries. Overall achieving business targets and enhancing client relationships. Inter...

Roles and Responsibilities Manage equity advisory services, including portfolio management, brokerage generation, and equity settlement. Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading. Prepare reports using Excel and PowerPoint to present findings and recommendations to clients. Ensure compliance with regulatory requirements by adhering to NRI guidelines. Accurate and timely execution of orders on terminal. Revenue generation and activation of inactive clients Managing client portfolio and solving client queries. Overall achieving business targets and enhancing client relationships. Inter...

Urgent Hiring for CSA Fresher & Experience both can apply.( Experience in BPO or BFSI or Financial services) Graduation mandatory NISM 5/8/10(V/VIII/X) certification is required Salary : 2 LPA - 5 LPA HR Arti 9522754537 Required Candidate profile Excellent verbal and written communication Fresher & Experience both can apply( Experience in BPO or BFSI or Financial serves) Graduation mandatory NISM 5/8/10 (XA/XB/VIII/VA/VB) Series is required

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 Role Meeting the Clients & developing Trust & relationship. Customer interactive role with Portfolio Management experience. Portfolio/Investment Engineers, who can help in designing portfolios. Advice and suggesting different investment avenues to HNI clients. Acquiring and catering to new HNI clients. Growing the existing AUM book size. Products- Mutual Fund/ PMS/AIF. Job Requirements Knowledge of personal finance (Taxation, Deductions & Benefits) Knowledge of financial products (Fixed Income & Equity products) Updated on Current Affairs Excellent communication skills. Team Player. Result oriented. Open to learn. Should have knowledge of MS Office. Educational Qualifications & Certifica...

Dear Candidate, we are having opening from Leading AMC Role: Relationship Manager - Customer engagement Channel Location: Mumbai Min 3 years into HNI clients handling, Mutual funds sales is required Interested candiates kindly share resume to Aanchal in whatsapp - 9917283370 Role & responsibilities 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Products 2. To up sell MF products to Retail/HNI Clients of IPru, as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor...

Advising clients with regard to their investments in Equity & derivatives market. Building relationship with clients & educating them about investments Accelerating client Base Cross Sell of third party products Preferred candidate profile NISM V & VIII certified Candidate must be from Stock broking or Insurance Background and Banking (4-10 years) Interested candidates can share their on resume on priya.saini@hdfcsec.com

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 schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients...

Role & responsibilities Position: Wealth Manager Job Description: Dealing with HNI /Retail Clients . Cross Sell the products . 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 leads 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 and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various prod...

MNC Bank-Video KYC Officer Thane | Malad | Vashi Day Shift|Outbound Process Salary: • Fresher: 17K net • Voice Exp: Up to 4.5 LPA All banking benefits Shift to Branch Banking after 2 yrs Call Vidya -9773553319 Apply: www.hyfly.in Required Candidate profile Do Video KYC Call customers to complete Full KYC. Verify Details Match docs with what’s submitted. Right Person Only Ensure the real customer Cross-Sell Pitch relevant banking products.

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 9137797705 Isha 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

*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (No Insurance) Required Candidate profile * Min 1 years experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)***

Process:- Mutual Fund Process - Outbound -Shift Timing: 9:30 AM to 6:30 PM -Budget: 18,000 to 22,000 In-hand + Incentives -Exp: Freshers and Exp candidates both eligible -Good English communication required -Additional Benefits Required Candidate profile Location: Thane Kolshet ETPL Education: Graduation Mandatory To schedule your interview send your Updated cv on whatsapp HR Ashwini:- 9923656681 Perks and benefits pick-up and drop from Thane station to office

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

Urgent Hiring for CSA Fresher & Experience both can apply.( Experience in BPO or BFSI or Financial services) Graduation mandatory NISM 5/8/10(V/VIII/X) certification is required Salary : 2 LPA - 5 LPA Immediate joiners. HR Krapanshi 9111762733 Required Candidate profile Excellent verbal and written communication Fresher & Experience both can apply( Experience in BPO or BFSI or Financial serves) Graduation mandatory NISM 5/8/10 (XA/XB/VIII/VA/VB) Series is required

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 9913274989 or share CV on shweta.rajput@tradebulls.in

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- Minimum Graduation Should have a sound understanding / knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an up...

Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls...

1. Back-office activities like purchase, redemption etc for clients 2. Upload NAV, transaction files from RTAs, review of returns, maintain client's portfolios in software. 3. Analyze past returns, brokerage, expense ratios in Mutual fund schemes Required Candidate profile NISM VA Certification, Knowledge about Mutual fund operations, KYC, Good communication, Client support & services.

Customer support executive graduate Freshers and undergraduate with 6 months of Exp 5 days working 2 rotational weeks off rotational shift salary - 35K In hand 1 way cab facility Immediate joiners are required HR Kanchan 9691001643 Required Candidate profile Verbal or written excellent communication is required immediate joiners

Payroll-Mutual Fund Co Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 18000 Work Location-Thane/Mumbai/Vashi/Ghansoli Call-9137797705 Kiran 8080126356 Shilpa www.hyfly.in Required Candidate profile Familiarity with standard capital market concepts, procedures, and regulatory framework Good knowledge of Ms Office, especially Excel. Graduates / HSC Fresher can also apply Age should be 20-32 yrs