1535 Nism Jobs - Page 13

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate, and Conduct thorough analysis of clients financial situations, covering income, expenses, assets, liabilities, and investment portfolios. Take joint responsibility with the Principal Wealth Advisor for managing client relationships, deeply understanding their financial needs, and providing holistic solutions. Implement action plans in coherence with the financial plan of the clients to achieve financial objectives. Offer continuous support to the clients throughout the year, addressing any questions, concerns, or inquiries they may have.

Role & responsibilities Advising Clients for Equity products. Punching orders on behalf of clients after their consent. Generating Brokerage. Passing on research calls and engaging clients to trade. Reactivating clients. Handling important clients and servicing them. Preferred candidate profile- Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skills. Local Candidates ONLY. Qualifications: - • A Graduate/MBA (Finance/Marketing) Degree holder. • Other qualifications also can be consider. NISM Certified

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- Upto -5.5 LPA + Incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients. 2) Building relationships with clients & educating them about Investments. 3) Client Acquisition as per targets and cross selling of 3rd party products. 4) Client meetings and bank branch visits as per goal sheet. SKILLS 1) NISM VIII certificate is mandatory. 2) Prior experience of working in a similar set up preferred. 3) Should be willing to work in a target driven role & should be a go better. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested ...

Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: Revenue Generation Customer Profiling Activation of inactive clients Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. Cross selling other products Client Interaction Regular Meetings with clients for maintaining relations References from existing clients to acquire new clients Proper confirmations of trades to clients on daily basis. NISM 8 certification is mandatory Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply...

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). 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. Preferred candidate profile Strong communication & written...

Dear Candidate, Greetings From"APEX SERVICES" Role- Equity Dealer/Relationship manager/call & trade/pcg dealer CTC- up to- 6 lpa + incentive + Other benefit ROLES & RESPONSIBILITIES: -- -- Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. -- Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. -- To maintain a synergistic relationship with Relationship Managers, by supporting their efforts to enhance business. -- To keep abreast with the mar...

MS Office, Excellent communication skills both Written and verbal, knowledge of Mutual Fund Operations, Exceptional Problem-Solving skills and a client-focused approach to resolving issues. Job Description: Onboarding new clients on relevant platforms, including the NSE and HF portals. Handling MF operations by following systems and processes. Handling documentation for overall compliances, and KYC Complete Back office functions including updating and maintaining the reporting software Investwell, Salesforce and Client Portal Coordinating with Mutual funds and other platform providers such as Mutual Fund Utility (MFU) and NSE MF etc. Reconciliation of investor s investment and other back-off...

Role & responsibilities 1. Developing & Managing Franchisee Business Partners of specific region. 2. Managing day to day or daily client risk. 3. To coordinate with CSE for account opening along with resolving client queries like software download, terminal issue, stock transfer and collection of funds. 4. Keep a check on Revenue generation, Brokerage and Account opening. 5. Cross-Selling of products related to Equity, derivatives & Insurance. 6. Conduct meetings Personal and Video Call with Business Partner & Clients. 7. To Deliver Regular Webinar and Seminar for Business Developments. 8. Set the Right Processes in the team and automate wherever required. 9. coordinating with different depa...

Greetings from AVANICONSULTING We are hiring for leading AMC company Key Accountabilities To promote all the product line of l Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execu...

Hiring Phone Banking officer Graduate Fresher welcome Salary -Upto 5 lakhs Process-Inbound Candidate with BPO Exp/Banking RM can also apply Can apply branch banking after 2 yrs all banking facilities Call 8169642494 Yogesh www.hyfly.in Required Candidate profile Graduate Fresher with good com skills Prior exp in Customer service would be added advantage Need to solve bank customer issues over phone no field job www.hyfly.in

Excellent job opportunity with our client for Pre-IPO & Wealth Management role at their corporate office in Mumbai, Andheri-East (near railway station) for professional with minimum 4 years of work experience in this field. Role: Client Relations - Pre-IPO & Wealth Management Description: Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO, Unlisted Shares, and Wealth Management services. Client Advisory: Assist HNIs and Ultra-HNIs in strategic investment decisions, ensuring alignment with their financial goals. Business Development: Identify potential clients, pitch investment opportunities, and grow the client base. Portfolio Management: Help clients structure and optimize ...

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

Hiring for- Investment Advisor & Cross Sale Shift: 5 Days Working * Graduation mandatory. * Sales exp required mutual funds and BFSI industry * Experience in BPO or financial services. Salary- 2,0000 - 40000 HR Himanshu 6232535322 Required Candidate profile Excellent written or verbal communication is required Banking experience is mandate

We are seeking a highly motivated and results-driven Equity Advisor with experience in calling, selling shares, and a passion for sales in the financial services industry. The ideal candidate will have at least 5-8 years of experience in a similar role within the investment banking or securities industry and will be eager to contribute to our growing business. Key Responsibilities: Client Engagement: Actively engage with clients through calls, meetings, and presentations to understand their investment needs and provide tailored solutions. Sell Shares & AIFs: Proactively sell equities, AIFs, and financial products to institutional and retail clients. Identify opportunities to cross-sell and i...

We are looking for a highly driven and experienced sales leader to head our Alternative Investment Fund (AIF) distribution vertical. The ideal candidate will have a strong network across HNIs, UHNWIs, Family Offices, and institutional investors, with deep knowledge of AIF structures, regulatory landscape, and product positioning. This is a strategic, revenue-generating role with clear targets and significant growth opportunities. Key Responsibilities: Lead the AIF sales and distribution strategy, with a focus on scaling AIF placements across high-value investor segments. Build and manage relationships with wealth managers, RIAs, investment bankers, family offices, and institutions. To build ...

Role Description Job Specification Position Details Position Title: Relationship Manager Grade: I (RE) & AM(RM) Department: Distribution Expansion Sub-Department: Distribution Expansion Immediate Supervisors Position Title: Channel Head/Channel Manager Demographics Role Relationship Executive / Relationship Manager DET Role & responsibilities To increase client base and maximize sales by planning and implementing organization strategies/activities to achieve the given targets. Responsible for acquiring new customers from open market and activate inactive clients internal Focus - Branch Relationship Team External Focus - Investors Key Accountabilities To achieve monthly plan to acquire Retail...

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities 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 INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, s...

Role & Responsibilities: Executing of Trades for the clients on Equity, Derivatives & Currency Markets. Activation & Revenue Generation of clients. Should Well versed in front end software (ODIN/ Bloomberg, Algos) Should be well versed in backend Software (STP and Speed) for confirming the trades. Periodic Updates about research inputs to our customers Monitoring the client positions and update periodically. Preferred candidate profile: Qualification: Graduate/ Post Graduate Preferred Qualifications: Certification in NISM/NCFM 2+ years of experience as Sales Dealer or a similar role in broking, AMC, mutual fund company. Strong interpersonal and communication skills to activate new clients an...

Role & responsibilities Advising Clients for Equity products. Punching orders on behalf of clients after their consent. Generating Brokerage. Passing on research calls and engaging clients to trade. Reactivating clients. Handling important clients and servicing them. Preferred candidate profile- Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skills. Local Candidates ONLY. Qualifications: - • A Graduate/MBA (Finance/Marketing) Degree holder. • Other qualifications also can be consider. NISM Certified

Role & responsibilities - Execute the orders on behalf of clients (Retail or HNI ) Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients Preferred candidate profile - NISM VIII Dealers Module Perks and benefits -Incentives & Bonus Location - Patna,Ranchi,Bhubhaneshw...

Role & responsibilities - Execute the orders on behalf of clients (Retail or HNI ) Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients Preferred candidate profile - NISM VIII Dealers Module Perks and benefits -Incentives & Bonus Location - Patna,Ranchi,Bhubhaneshw...

Role & responsibilities - Execute the orders on behalf of clients (Retail or HNI ) Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients Preferred candidate profile - NISM VIII Dealers Module Perks and benefits -Incentives & Bonus Location - Patna,Ranchi,Bhubhaneshw...

Urgent Hiring Relationship Manager For Broking Company Ctc- 6.50 Lpa Experience -1 yrs + Banking/Broking/Financial Sales Background Age- upto 38 yrs Individual Role Vertical Retail Sales Qualification Graduate Location:-Chennai,Delhi, Kolkata, Mumbai, Pune, Bangalore, Hyderabad, Coimbatore, Vizag, Agra, Lucknow, Jaipur, Chandigarh, Jharkhand, Bihar, Chhattisgarh, Delhi, Ahmedabad Role & responsibilities Acquire new Demat and Trading accounts with a minimum margin per account. Retaining the old clients by periodic meetings. Actively prospect and engage in client acquisition efforts to grow the business. Build deep relationships with clients, identify their investment goals, and offer solution...

Urgent Hiring Relationship Manager For Broking Company Ctc- 6.50 Lpa Experience -1 yrs + Banking/Broking/Financial Sales Background Age- upto 38 yrs Individual Role Vertical Retail Sales Qualification Graduate Location:-Chennai,Delhi, Kolkata, Mumbai, Pune, Bangalore, Hyderabad, Coimbatore, Vizag, Agra, Lucknow, Jaipur, Chandigarh, Jharkhand, Bihar, Chhattisgarh, Delhi, Ahmedabad Role & responsibilities Acquire new Demat and Trading accounts with a minimum margin per account. Retaining the old clients by periodic meetings. Actively prospect and engage in client acquisition efforts to grow the business. Build deep relationships with clients, identify their investment goals, and offer solution...