2888 Nism Jobs - Page 12

Looking for NISM-certified candidates with minimum 6 months experience in equity advisory/broking. Role includes client handling, trade execution, portfolio support, and revenue generation. NISM certification (mandatory)

Job description: Equity Dealer Job Description:- Dealing on behalf of clients. Update client for order and trade on the recorded line during the market hour. Maintain 0% dealing error. Maintain active clients as per the defined norms. Maintain daily unique outgoing client call. Activate dormant clients. Ensure resolution of clients query. Ensure client meeting as per the defined norms. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality clients through networking, database, market intellige...

Job Description: 1. Execute trades on BSE / NSE Terminal 2. Prepare allocation file 3. Managing trade settlement with Custody & Broker 4. Perform post market duties involving multiple software like FA, Custody, Accounting Software, Reconciliation Required Candidate profile Candidate should have dealing experience and speed of trades NISM Dealers Module Exam Required Perks and benefits Annual Bonus

Job description To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) • To up sell 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 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 custom...

Role & responsibilities Key Responsibilities: Execute equity and derivatives trades on behalf of Ultra HNI/HNI clients with precision and speed Provide end-to-end servicing to existing clients pre-trade preparation, trade execution, post-trade confirmations, and follow-ups Ensure flawless trade execution across BSE/NSE platforms during market hours Coordinate with RM/Advisory teams to implement client portfolio strategies efficiently Proactively monitor client portfolios, track corporate actions, and inform clients accordingly Assist in margin requirements, fund management, and compliance with internal risk parameters Ensure regulatory compliance and proper documentation for all executed tra...

Job description Relationship manager: Stock Broking Company name: Daily Gong MSE financial services limited. Job Title: Relationship Manager Employment Type: Full-time. Our website: www.msefsl.com Key responsibilities: The Relationship manager will be responsible for managing outbound calls, building client relationships, updating clients on market data, and facilitating trading and demat account processes. The role demands strong communication skills, financial product knowledge, and the ability to ensure.. Build and maintain strong, long-term relationships with clients to enhance satisfaction and loyalty. Conduct client profiling to understand financial goals, risk appetite, and investment...

The primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory services. Business Development and Relationship Management: Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets. Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and othe...

1 Candidate must be graduate. 3-Experience:- At least 1+ years in sales (Preference given for ,Mutual funds those who have experience in Share, Demat, SIP) 4-Ready for field sales 5-Vehicle and driving license required1. Required Candidate profile NISM is added advantage but not essential All those who are not from stock market field, need to have min 2 years Field Sales experience from any field Interested candidate contact QRN on 8377024167

Role & responsibilities Execute the orders on behalf of clients Promoting Organizations research calls and advisory reports with the clients. Ensuring to keep maximum active clients Regular Client meetings Serving the clients via wide range of financial products and services we have with us. Revenue Generation and client activation Interested candidates can share CV to mmxo.angelbroking@gmail.com or whatsapp on 6354323679 Preferred candidate profile Bachelors degree is required. Freshers can also apply Should have the Basic knowledge of Equity Market. Should have the required certifications and academics Skilled in analyzing client risk profiles and optimizing investment strategies according...

Dear Aspirants, Greetings from Geojit Financial Services Ltd, Job Description Designation: Financial Consultant (Executive/ Senior Executive/ Assistant Manager/ Manager) Job title - Functional Designation: Sales Department: Branch Reporting to Head: Branch Head Employment Type: Probation -> Permanent Education: Minimum Graduation Experience: Minimum 1 to 5 yrs. Essential Duties and Responsibilities: GENERAL ROLE Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS, Bonds etc. ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & ...

Role & responsibilities Client Relationship Management: Build and maintain strong relationships with clients by understanding their financial goals, risk tolerance, and investment preferences. Regularly communicate with clients to provide market updates, investment advice, and address any concerns they may have. Sales and Business Development: Achieve healthy revenues without compromising on clients profitability with Cross-selling of other financial products & attain maximum reach of investment ideas/stock calls initiated. End to End Customer relationship management and client servicing Acquire new clients for Demat and Trading, Mutual Funds, Portfolio Management Services, third party produ...

Greeting from NJ India Invest ... NJ India Invest Pvt. Ltd is a leading advisors and distributors of financial products and services in India. NJ began its journey in 1994 in Surat and has over a decade of rich exposure in 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 : Siliguri. Salary CTC up to Rs 3.60 LPA + Perf...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to generate revenue through cross-selling of equity products. Provide expert advice on equity sales, trading, and broking services to clients. Develop and maintain a deep understanding of client needs to identify opportunities for growth. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Stay up-to-date with market trends and regulatory changes to provide informed guidance to clients.

Position: Equity Dealer Experience: minimum 1 year Qualification: graduation with NISM8 certification. Age: max 31 years CTC : 18k to 25k per month(can pay upto 30k depending on experience and skills) GENERAL ROLE The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. Prime Responsibility Revenue generation from dealing & Other Product & Services ESSENTIAL DUTIES & RESPONSIBILITIES Execute the orders on behalf of clients and operating stock trading terminals. 2. Confirmations of trade done by EOD. 3. Update Client about their Position. 4. Solvin...

Urgently Need Financial Consultant in Stock market company Interested Candidates Call urgently on QRN - 9871708212 CTC: 2 LPA to 4 LPA Experience: Fresher to Experienced Location: Delhi, Bangalore, Mumbai (Number of offices in each location) Job Description Essential Duties and Responsibilities: 1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads. 2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGBs) etc. and any other products which may be launched i...

Hi, Greetings from Avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell 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 produc...

Financial Advisor | Equity, MF, SIP, Insurance Broking & Wealth Products Designation: Financial Consultant (FC Jr / SR. FC / AM Sales / MA Sales) Job title - Functional Designation: Sales Department: Branch Role & responsibilities - Financial Sales Executive Equity / MF / SIP Identify and acquire new clients through cold-calling, references, and meetings Explain Geojits products and services to prospects and existing clients Promote a wide range of investment products such as: Equity Currency Mutual Funds & SIPs Insurance PMS, Bonds, and other wealth products Share research reports, new MF schemes, NFOs, IPO updates & market trends with clients Cross-sell relevant financial products to exist...

Payroll-Mutual Fund Co Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 24500 Work Location-Belapur / Airoli Call-8080126356 Ekta Email-hyflyhr9@gmail.com 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

Dear Candidate, JD for -CEC Key Accountabilities 1. To up sell MF products to Retail/HNI Clients of AMC, 2.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 the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest level of service to clients/HNI customers 8. Create awaren...

Hi, Hiring, Role & responsibilities "Role is to acquire new clients and manage existing clients with the objective of expanding the market by Increasing the AUM and market share. It also requires activating Non-Active clients to generate business. External Focus - Banks, Financial Institutions,Corporate Clients, PF, Family Offices, Distributors" More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com Key Accountability :- 1. Responsible for New Client Acquisition and Inactive client activation 2. Follow up/ Conversion on the leads shared by the Corporate Acquisition Team 3. Ensure market share across clients and distributors as ...

Hi, We have an excellent Opening in Leading Bank for the following role. (Exclusively for women candidates) HNI Relationship Manager (Products CASA , Mutual Fund, FD & Insurance TPP) NRI Relationship Manager Wealth Relationship Manager Grade: Manager / Senior Manager / AVP location: Across Hyderabad Responsibilities for Relationship Manager •Primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High-Net-Worth relationships. Profiling Customers and provide financial products to meet customer needs Sales t...

Key Responsibilities 1 Client Relationship Support Assist in onboarding new clients (KYC, FATCA, bank mandate, NACH, etc.) Communicate with clients regarding SIP setups, portfolio reviews, and investment updates Support NRI clients with documentation and compliance clarifications Track SIP book, client-wise AUM movement, and transaction patterns 2 Operations & Compliance Support backend processes: purchase/redemption requests, STP/SWP execution Maintain accurate client records in CRM Coordinate with AMC relationship managers for forms, queries, and escalations Ensure SEBI/AMFI guidelines are followed in communication and documentation Required Skills Strong interest in mutual funds, personal...

Post : Financial Consultant (Mutual funds sales) Company : Reputed broking firm Locations: Bangalore, Chennai, Madurai, Tuticorin, Nagercoil GENERAL ROLE Responsible for promoting Equity products, Currency, Mutual Funds, Insurance, Bonds ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference Explain about the Company, its products, services to existing clients, prospects. Promote investments in Equity products, Currency trading, Mutual Funds, Insurance. Update clients with Research Reports on Equity, new Mutual fund Schemes, Cross Sell to existing clients Keep regular contacts with the clients of the branch through telephone calls and meeti...

Payroll-Bank Des-Phone Banking Process-Inbound Salary-upto 5 Lakh Graduate Fresher Candidate with BPO Exp/Banking RM can also apply Location-Andheri/Thane Can apply branch banking after 2 yrs all banking facilities Call 9773553319 Simran www.hyfly.in Required Candidate profile 1. Outbound calling and converting lead into sales. 2. Explaining the customers product features & benefits. 3. Ensuring all compliance and SLA during the calls. 4. Achieving weekly, monthly, target.

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .