899 Nism Jobs - Page 13

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) Interested Candidates can also directly connect with the Recruiter on given below contact details. Recruiter's Contact no. - 8657990136

Roles and Responsibilities • To ensure dealing is done as per rules and regulations of authorities & all confirmations of the trade is done on daily basis. • Ability to directly build and manage client relationships. • Advice clients on products of the company & cross sell the products. • Addressing client queries, work on reactivation of the clients. • Focus on revenue generation. • NISM VIII certification is mandatory. Skills Required • Must possess experience in same industry. • Good Communication - Verbal & Non-Verbal • Self-Motivated. • Graduate

1. Provide customized solutions to the clients by evaluating their risk assessment and financial needs. 2. Primary role is to sell broking products i.e. Equities, Commodities & Currencies. 3. Secondary role is to cross sell wealth management products i.e. Mutual Funds both equities/debts, NCDs / Bonds, Insurance, PMS, structured products etc. 4. Acquisitions of new clients and re-activation of existing clients. 5. Ensuring customer satisfaction by customized and efficient support. 6. Innovating and exploring new products from time to time to achieve acquisition and revenue targets.

Contact Minakshi - 9811985863 Location: Hyderabad, Company Geojit Financial Services. All leads from Partner Banks Lead, guide, and manage a team of Bank Relationship Officers to expand the customer base through both partner bank channels Required Candidate profile Own and drive the B2B revenue and client acquisition targets for the entire state. Guide and coordinate with the branch employees to make sure the relationship with partner banks is maintained

We Have an multiple openings for South region . Pl find the Job description mentioned below - Position : Equity Dealer | Relationship Manager | Sales Manager Location : Chennai | Coimbatore | Hyderabad MEASURES OF SUCCESS/KRAS (KEY RESPONSIBILITY AREAS) 1.Execute the orders on behalf of clients by doing Pre trade post trade confirmation. 2.Responsible to achieve brokerage revenue of CTC. 3.Opening new D'mat and trading accounts of clients through self sources and through the company's leads. 4. Client Reactivation. 5. Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 6.Responsible for achieving maximum sales target assigned thus ensuring profitability of Initial Public Offering (IPO) & Mutual Fund business and deals in all the cross sales at SMC. 7. Candidate should be Graduate + Certified NISM 8 Equity Derivatives module. Job Requirements: 1. Candidate should be Graduate & Certified NISM 8 (Equity Derivatives) 2. Min Experience required at least 1yrs in broking /share market. Sales Manager : Role & responsibilities 1. Evaluating and assisting in achieving the Teams Targets. 2. Accomplishment of revenue targets of Relationship Manager, 3. Accomplishment of Account opening targets & Cross Selling target of Relationship Manager, 4. Accomplishment of AUM (Asset Under Management) of Team 5. Keeping the Clients satisfied and updated about their Trading related details and queries - for himself/herself & team 7. Success Ration of his/her team. 8. Number of Complaints received against his Team. 9. Ensure Daily Sales Reports in CRM software. 10. MIS and data updating and protection. 11. Team build up & Development Job Requirements: 1. Candidate to come along with his/her team at least 3people 2. Candidate should be Graduate & Certified NISM 8 (Equity Derivatives) 3. Min Experience required at least 3yrs in broking /share market. Interested Candidate can share their CV at payelbarat@smcindiaonline.com or can WhatsApp at 9711920057

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Bangalore, Hubli, Mangalore ctc - 2.5 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 Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com

Process:- Customer Relationship Executive Motilal Oswal (Mutual Fund Sales) Qualification: Graduation mandatory Salary: 17,000 In-Hand | 21,000 CTC + Attractive Incentives Skills: Excellent Communication in English Benefits: Rotational Weekoff Experience: Sales experience required Freshers can apply Week Off: Sunday Fixed Shift: 9:30 AM to 6:30 PM Perks: Centralized pickup/drop Manage customer relationships and promote mutual fund products. Freshers with good communication skills can apply. How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) Mayuresh:- 9822643973

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs 2. Punching the orders on the behalf of clients in offline trading mode proficiency & accuracy in all segments Required Candidate profile Having NISM 8 Certification is mandatory for candidates before interview Interested can contact on 8422827224 or share CV on rahul.jani@tradebulls.in

Responsibilities: * Manage client portfolios * Collaborate with cross-functional teams * Drive revenue growth through B2C sales * Lead relationship strategy development Promote and sell investment products like mutual funds, insurance, bonds, etc. Health insurance Provident fund Annual bonus

Hurry! Job Openings in Leading Bank Cochin We are hiring for the following positions in Cochin with a reputed bank: Desired candidate: Only from Banking sector, with similar experience. Open Positions:1. Branch Head CTC: Up to 14 Lacs (Up to 17 Lacs for female candidates) Responsibilities: Lead a result-oriented team and manage overall branch profitability Drive high-quality customer service and relationship management Ensure achievement of branch targets through business development and cross-sell initiatives Open Positions: RM Wealth CTC: Up to 13 Lacs Responsibilities: Manage and grow a portfolio of high-net-worth clients Offer wealth management solutions and drive investment product sales Email your CV to: nagasree.kuchipudi@upgrad.com WhatsApp your CV to: 82976 59936 For more info, call : 82976 59936 Thanks & Regards, Nagasree K Recruitment Specialist BFSI

HR Manager Monika - 9911377334 Trading on behalf of clients. investment advice to the potential and existing clients. Reactivation of dormant clients. Execute the orders on behalf of clients by doing pre trade post trade confirmation. @ 9911377334 Required Candidate profile Generate brokerage by equity/commodity, currency advisory. Hiring for leading Broking firm for entire Bihar, Chhattisgarh, Assam, Tripura, Meghalaya, Jharkhand, Sikkim. email ncrhr@outlook.com

As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new cliental base and drive wealth business equally. Job Responsibilities Execute the orders on behalf of clients. Confirmation of trade done by EOD. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequently. Daily processing & confirmation of trades. Punch orders for clients on NSE/ BSE terminals. Online Trading and generate brokerage for Company. Re - Activation and provide services to the clients . Monitor client exposure limits. Solving queries of the customers. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. New A/C acquisition for Commodity. Job Specification : Good communication (verbal and written) skills Ability to speak in local language and English Graduate from recognized university or college Strong product knowledge and understanding of capital market Minimum of 3 year experience in Commodity broking Holds latest certificate of NISM XVI Understanding of local market and captive client base Should have basic computer knowledge of using email, Microsoft office and etc

- Managing & handling ultra high-net-worth clients portfolio. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 years of experience in equity dealing with indian broking company. - Excellent understanding of financial markets.

Job description - Managing & handling high-net-worth clients portfolio. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 year experience in equity dealing (terminal Handling) . - Excellent understanding of financial markets. - Investment Advisory

Job description - Managing & handling high-net-worth clients portfolio. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 year experience in equity dealing (terminal Handling) . - Excellent understanding of financial markets. - Investment Advisory

Meeting with potential clients to gauge the utility and viability of prospective working relationships. Ensuring regular contact with existing clients to maintain our company's presence. Repairing disengaged or fractured relationships. Required Candidate profile Degree in marketing, finance, communication, or a similar discipline. Prior experience as a relationship executive, ideally in a similar organization. Valid driver's license.

Developing & Managing team. Make strategic planning to grow Branch Business Advising clients on profitable Investment opportunities for Equity, Commodity and Financial products Identifying, acquiring, developing & maintaining customer relationships Required Candidate profile GR/PG With 4-5 Years Exp in Stock Broking/Team Handling/Wealth Manager Developing and Managing team. Motivating the team to achieve business target info.aspiringmantra@gmail.com What's up 9318431991

Greetings From Avani consulting we are hiring • To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. t 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 & Servicing of HNI/UHNI customers. • Preference to NISM Certified candidates with experience in managingRetail/HNI Clients, with in depth knowledge of Mutual Funds.

Manage client relationships through regular client visits & meetings Recommend appropriate financial products to meet client needs and achieve business target Identify and acquire new clients, especially HNI & Wealth segment customers Call 9318431991 Required Candidate profile Graduate/PG with Minimum 3-4 years of experience in Wealth Product Sales In-depth knowledge of investment products, manage & acquire HNI client Strong relationship management & client servicing skills

Acquiring preferred clients (HNI/Ultra HNI) Maintain client relationships & generate AUM from preferred clients Portfolio Management, Mutual Funds, Bonds, Trading Equity, Commodities & Currency info.aspiringmantra@gmail.com What's up 9318431991 Required Candidate profile Graduate / Post Graduate 2- 10 years of Sales exp in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Ability to manage and acquire HNI clients

Acquiring preferred clients (HNI/Ultra HNI) Maintain client relationships & generate AUM from preferred clients Portfolio Management, Mutual Funds, Bonds, Trading Equity, Commodities & Currency info.aspiringmantra@gmail.com What's up 9318431991 Required Candidate profile Graduate / Post Graduate 2- 10 years of Sales exp in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Ability to manage and acquire HNI clients

Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently Work Status: Full Time Perks and benefits CTC 15 to 18 LPA plus attractive incentive Interested one can send their updated resume at Mail or WhatsApp Mail - anusha@avaniconsulting.com What's app and call - 9003875895

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 per organisational requirement and expand market share and build the AUM for all existing and new clients 4. Responsible for Client and distribution servicing & active involvement in hand holding the transactions with new and existing clients 5. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 6. Active networking with clients, competition and distributors to get market information 7. Timely information on the products to distributors 8. Adhering to compliance norms of the organisation and Regulator 9. Involved in meeting the investors on a joint call with the distributor as per need,active involvement in handholding the transactions with the new and existing clients 10. Maintain the data on market share and review it on regular basis 11. Responsible in networking with the distributors, clients and competition to get the market information 12. Responsible to train and inform about product updates to the distributors Preferred candidate profile Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently CTC 7.5 TO 18 LPA More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com No Charges,

Position Full time Company - Choice International Location Mumbai Job Type Full time About us Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial problems and bridging gaps for individuals, institutions and governments. For past 31 years we are committed to help our clients achieve their financial aspirations and promote value creation for society. Position Summary: Are you ready to take your career to the next level in the financial services industry? We are looking for a motivated and dynamic Partner Onboarding Specialist to join our team! In this role, you will conduct outbound calls to partners, presenting our diverse range of financial products and services. You will facilitate the end-to-end onboarding process for new franchise and business partners, ensuring a smooth transition into our organization. This includes sharing welcome materials, coordinating with various departments to set up necessary payouts, and ensuring all paperwork is completed accurately and on time. Key Responsibilities: - Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. - Primary Point of Contact: Serve as the main point of contact for new franchises during their onboarding period, addressing questions or concerns and providing guidance on company procedures, resources, and available support channels. - Monitor Performance: Track and report on performance metrics, partner feedback, and overall business impact. - Collaborate Internally: Work closely with the internal team to align product offerings with client needs and company goals. Requirements: - Communication Skills: Excellent verbal and written communication skills in both English and Hindi. - Eagerness to Learn: A demonstrated eagerness to learn and adapt in a dynamic environment. - Financial Knowledge: A basic understanding of financial products and concepts. - Sales Experience: Prior experience in selling financial products, such as insurance or mutual funds, is advantageous. - Educational Background: A Bachelors degree in Finance is preferred. Why Join Us? - Be part of a dynamic team that values collaboration and innovation. - Gain valuable experience in the financial services industry. - Opportunity for professional growth and development.

Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities 1) Responsible for Concept Selling across the region, leveraging customer relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To work with Sales Team in increasing spread and product Mix 6) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit 7) Support to create simpler communication on Focused Products along with Product team 8) Give market feedback to Investments on Competition Products Positioning and Product sales in market 9) Feedback to Investments team on queries on Funds/Products 10) Accompany Sales RM in key customer meetings and closely manage Key Family Offices/UHNIs in the respective region Pls share resume on uttam@avaniconsulting.com Contact - 9949101406