2114 Nism Jobs - Page 14

Role & responsibilities:- Execute the orders on behalf of clients. o Ensure the volume of trade is higher & clients trade frequently. o Promoting research calls to increase volume & frequency of trade. o Maintaining high Activation Ratio and High no. of traded clients. o Punch orders for clients on NSE/ BSE terminals. o Recommending and guiding the clients on investment strategies. o Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. o Monitor client exposure limits. o Solving queries of the clients regards market and investment. o Drive focus on generating new business/client base o Responsible to ensure all activities are in a...

Designation : Equity Dealer Grade: E1/E2 - Assistant Manager / Deputy Manager Years of Exp : 1 to 4 Years Location : Bangalore - MG Road Job Role To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Ke...

Role & responsibilities Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compli...

Greetings from AVANICONSULTING We are hiring for leading company Direct Responsibilities Responsible for gathering assets for investment productssuch 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. To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory. INTERESTED CANDIDAT...

ROLES & 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. Handling important clients and servicing them. JOB SPECIFICATIONS REQUIRED: Qualifications: - A Graduate/MBA (Finance/Marketing) Degree holder. Other qualifications also can be consider. NISM 8 Mandatory Desired Skill Set: Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skills. General Competencies: Positive attitude, socially effective, high level of perseverance and patience Assertive & hard working Result oriented

Responsibilities: * Manage client relationships through mutual fund sales & equity brokering. * Execute cross-selling strategies with third party products (TPP) Demat Mutual Fund & SIP. Client Acquisition Client Meeting Provident fund Annual bonus Sales incentives

Greetings from Avani consulting reference 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 Acquis...

Identify, meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner. Providing financial products training to Distributors for Business Development. Plan activities and strategies for business development for distributors. Educate the partners about product portfolio, services offers and also evaluate them on sales performance, recommend improvements. Develop positive working relationships with partners to build business. 1) Products: Mutual Funds, Insurance, Loan Against Security (LAS), Bonds etc. 2) Business targets...

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...

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 different investment schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database b...

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

Branch Manager Deputy Branch Manager Platinum RM

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 ...

Greetings from Avani consulting reference 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 Acquis...

Opening for Equity Dealer in Hyderabad Experience: minimum 6 months in stock market(must have exp letter) CTC 2 to 4.5 lakhs per annum Responsibility - to book order on behalf of clients - cross selling after market hours - Must have NISM - 8 Required Candidate profile Company: Geojit Financial Services One of top companies with several offices Pan India Contact: QRN - 9811985863 or email qrn.placement@gmail.com Hurry, there are more than 30 openings. Thanks

We are hiring for branch head in Jaipur, Pune & Thane (Maharashtra), For more details please connect with us on sales@numericinfosystem.com .

Urgently need Equity Dealer and RM in Geojit Financials Location : All cities in Gujrat; Anand, vadodra For Equity dealer, and RM ,Experience min 1 year required, CTC 2 lpa to 4 lpa Contact QRN - 9811985863, send CV on qrn.placement@gmail.com Required Candidate profile Responsibilities - For Dealer - Sale purchase on behalf of client and cross selling after market hours - For RM - acquire Mutual Fund clients and SIP, RM is Mutual fund sales

We are hiring for Relationship Manager in Chennai, Madurai & Pondicherry. For more details Please connect with us :- hr@numericinfosysytem.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

Experience- 7 to 13 Job location Pune/ Mumbai all Annual offered salary 9 L acs to 19.0Lac Job description Role & responsibilities Affluent 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 prod...

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, Uttam. Call & WhatsApp :- 9949101406 Share Updated resume, utta...

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 ...

Role & responsibilities Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf. Building relationships with the client & educating them about Investments. Responsible for achieving brokerage. New Client Acquisition Executing Trades Orders Preferred candidate profile Minimum 2 Years experience is Mandatory Dealing experience is must - achieving min 4X of revenue targets in the existing Organization. Currently managing or interested in Client Acquisition (sales) Should have completed 10+2+3 years of education (Mandate) Below 40 years of age NISM 8 certification Equity Derivatives mandatory Perks and benefits CTC range 3 Lakhs to 6 Lakhs (D...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...