2114 Nism Jobs - Page 13

Key Responsibilities: Meet potential clients, explain mutual fund products, and assist them in choosing suitable investment options. Conduct door-to-door visits, participate in investor meetings, and generate leads from referrals. NISM V A - must Annual bonus Health insurance Travel allowance Food allowance

Role and Responsibilities Maintains a positive, professional demeanour and supports an environment that values uncompromising excellence in service. Promptly answers customer inquiries in a manner that exhibits quality service. Brings a service orientation that supports the field sales force in meeting their obligations to their clients. Serves as a proactive liaison between shareowners and their representatives, keeping all stakeholders appropriately informed of service issues from discovery through resolution. Maintains an updated knowledge of SBIMF Products and develops an understanding of how market forces affect the funds. The CSO is expected to read product literature, industry periodi...

Role & responsibilities 1. Office Premises Management Identify suitable locations for setting up new offices or relocating existing branches in the zone. Coordinate site visits, finalise premises after necessary approvals, and handle lease agreement formalities. Liaise with landlords, legal team, and internal stakeholders to ensure smooth execution of lease and related documents. 2. Infrastructure Setup and Maintenance Coordinate with vendors for civil work, interiors, furniture, electrical, IT, and CCTV setup. Ensure timely handover and readiness of premises before the go-live date. Take care of regular upkeep, cleanliness, safety, and maintenance of offices in the zone. 3. Administration S...

Job Title: Dealer Support Job Summary: We are seeking a motivated and detail-oriented Share Market Dealer Support to assist clients with equity, derivatives, and commodity trading. The ideal candidate should have sound knowledge of financial markets, good communication skills, and a strong sense of client servicing. This is a client-facing role that ensures smooth order placement, trade execution, and issue resolution in a timely manner. Key Responsibilities: Assist clients in placing buy/sell orders across equity, F&O, and commodity segments. Monitor client positions and margins; alert clients regarding MTM losses or shortfall in margins. Provide market updates, quotes, and product informat...

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Job Description Position / Job Title Relationship Manager- Equities Designation Officer/ Executive/ Assistant Manager/DM/Manager/Senior Manager Department Branch Dealing Sub Department Branch Dealing Reporting To (title) Branch Manager Superiors Superior (title) Cluster Head/ State Head Location Date Job Purpose To render financial services to customers to generate revenue through brokerage and third party products. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products Equity/ Currency/ DYSIP/ TPP and any other new product launched. 3CustomersActivation of customers, s...

Designation: Wealth Manager Location: Gurugram Salary - 12 LPA to 17 LPA Experience Required : 7-14 Years of Experience in Banking & AMC(Mutual funds Company) Acquisition of Affluent & Super Affluent Client Must Have : NISM 5 A Certificate Required Candidate profile Experience Required: 7-14 Years of experience in Banking, Securities, AMC, Burgundy RM, Affluent RM, Wealth Manager Good Knowledge of Investment product like Mutual Funds, PMS and AIF

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. NISM ...

Role & responsibilities Designation : RELATIONSHIP MANAGER Experience : Minimum 3 YEARSQualification/s : Graduate in commerce / PG / MBALocation : ALLAHABAD / LUCKNOW/ VARANASI/ DEHRADUN/ SAHARANPUR Would be responsible for acquisition and servicing of clients Regular client meetings Servicing the clients via wide range of financial services & products we have in our kitty Revenue Generation Individual should have the keenness to learn and grow in one of the most dynamic and fastest growing industry. Would be responsible for acquisition and servicing of the clients with the wide range of services we have to offer Preferred candidate profile

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 ...

Role & responsibilities Develop marketing strategies for Demat, Trading & Mutual Fund. Drive customer acquisition & product promotion. Lead & mentor the marketing team. Build client relationships, educate on investments. Preferred candidate profile

***********Send in your resumes to 8250068583 or Email to anuradha.das@sbicapsec.com********* Roles and Responsibilities Manage client relationships to generate revenue through brokerage generation. Provide expert advice on equity markets, products, and services to clients. Develop and execute strategies for cross-selling opportunities with existing clients. Identify new business prospects and build relationships with potential clients. Maintain accurate records of transactions, sales reports, and client interactions.

***********Send in your resumes to 8250068583 or Email to anuradha.das@sbicapsec.com********* Roles and Responsibilities Manage client relationships to generate revenue through brokerage generation. Provide expert advice on equity markets, products, and services to clients. Develop and execute strategies for cross-selling opportunities with existing clients. Identify new business prospects and build relationships with potential clients. Maintain accurate records of transactions, sales reports, and client interactions.

***********Send in your resumes to 8250068583 or Email to anuradha.das@sbicapsec.com********* Roles and Responsibilities Manage client relationships to generate revenue through brokerage generation. Provide expert advice on equity markets, products, and services to clients. Develop and execute strategies for cross-selling opportunities with existing clients. Identify new business prospects and build relationships with potential clients. Maintain accurate records of transactions, sales reports, and client interactions.

Role Overview: As a Relationship Manager in the banking industry, your primary responsibility will be focused on Mutual Fund Sales. You will be responsible for advising distributors on suitable products based on their investors" requirements. It will be essential to analyze the asset allocation of distributors to customize your approach for focused selling. Building visibility with distributors through various communication channels such as telephone calls, one-to-one meetings, regular dissemination of marketing material, and group meetings with distributor RM/clients is crucial. Additionally, staying updated on various products and market situations is key to your success in this role. Key ...

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Job description: 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 customers *Providing Investment planning and advice. *Achieving sales and revenue targets spread across product mix One point contact for the assigned customer To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls. Call / whatsapp - +91 7355922379 mail id - taru@avaniconsulting.com

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Job description: 1.Responsible for Sales from assigned distributors. 2. Responsible for advising the bank suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling. 3. Visibility through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brochure), mailers, group meetings. 4. Take steps for development of long term relationship/association with the key/potential clients in order to generate repetitive business. 5. Should be sensitive to the needs of clients in terms of Product Updates, Query resolution and ensure proper follow up ...

Greetings from Avani consulting ! We are hiring for leading share market Equity dealer role Locations: Bangalore, Hyderabad Thrissur Interested candiates go through with the below job description and share resume in whatsapp /mail - UTTAM - 9949101406 Role & responsibilities Minimum 1 Year experience required. Job Description: Trading on behalf of the clients Building relationships with clients & educating them about Investments Client Acquisition, Acquire new clients per month and cross selling of 3rd party products (MF, Insurance, SIP etc.) Client meetings. Candidate Profile: Graduation with NISM 8 certification (Equity & derivatives), Stock Market knowledge is mandatory. Should possess go...

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

Greetings from Avani consulting Job description Role & responsibilities Relationship Manager 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 product mix One point contact for the assigned customer Acquisition & Se...

Responsible for building relationship with RMs/ Cluster heads of PSU/Private/MNC Banks & National Distributors and sourcing business for AMC funds Required Candidate profile Candidates working with AMC's

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. NISM ...

The ideal candidate would be a self-starter, energetic, eager to learn and passionate about delivering best in service experience to our clients. Prior work experience in broking industry would be considered as an advantage. Roles and Responsibilities Expanding the reach of Pravin Ratilal by bringing in more clients and serving the existing clients with best in service. Monitoring & tracking order execution in NSE, BSE and Derivatives to ensure the best possible price for the clients. Co-ordinate with clients for their trades in the Cash and Derivatives segment. Regular follow up of the clients and resolution of any of their queries. Advising clients on the various Products and Services offe...