900 Nism Jobs - Page 14

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

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 Interested one can send their updated resume at Mail or WhatsApp Mail - uttam@avaniconsulting.com What's app and call - 9949101406 Email: uttam@avaniconsulting.com

- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com

Key Responsibilities and Accountabilities (KRAs) Distributor Management Manage a portfolio of assigned distributors Push distributors to achieve business targets and grow their loan against mutual funds portfolio Build and maintain long-term relationships with distributors Conduct regular meetings and check-ins to understand distributor needs and challenges Business Development Encourage and motivate distributors to increase their loan against mutual funds business Identify and capitalize on growth opportunities within the distributor network Collaborate with distributors to develop strategies for expanding their customer base Problem Solving and Support Act as the primary point of contact for distributors and their customers Promptly address and resolve issues faced by distributors and their customers Escalate complex problems to appropriate internal teams and follow up until resolution Distributor Education and Enablement Guide distributors on how to enable their customer base to take loans against mutual funds instantly Provide training and resources to help distributors understand company's products and processes Share best practices and success stories to inspire and educate distributors Reporting and Analysis Maintain accurate records of distributor performance and interactions Prepare and present regular reports on distributor business growth and relationship status Analyze trends and provide insights to improve distributor performance and satisfaction Qualifications and Skills Bachelor's degree in Business, Finance, or a related field 3+ years of experience in relationship management, preferably in the financial services sector Strong understanding of mutual funds and loan products, especially loans against mutual funds Excellent communication and interpersonal skills Proven track record in managing business relationships and driving growth Strong problem-solving and analytical skills Proficiency in MS Excel and CRM software Personal Attributes Self-motivated and results-oriented Excellent relationship-building skills with the ability to work effectively with diverse stakeholders Adaptable and able to work in a fast-paced environment High level of integrity and professionalism Enthusiasm for financial technology and innovation Customer-centric approach with a passion for solving problems

Role & responsibilities Dealing with HNI and Retail Clients Cross Sell the products Life Insurance ,Health Insurance ,GI , Mutual Fund etc Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross – sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Preferred candidate profile

Responsibilities: * Manage mutual fund operations from NISM compliance to PMS reporting. * Oversee BSE/NSE listings, FATCA adherence, AMCS management. Annual bonus Health insurance Provident fund

Dealer/Equity Salesperson Siliguri | Qual: Graduate + NISM VA/8 | Exp: 3+ yrs Responsibilities: Develop equity clients & APs Manage HNI portfolios & cross-sell products Meet targets Drive income generation Travel across West Bengal Two wheeler

Role & responsibilities Dealing with Ultra HNI /HNI Clients Cross Sell the products Mutual Fund ,PMS,AIF . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Preferred candidate profile

Build strong internal controls for reporting, NAV calculations, and investor updates Experience working with fund admin/ops partners and outsourced finance teams preferably with AIF, Angel Funds, PE/VC NAV calculations, and investor updates. Required Candidate profile Strong grasp of SEBI AIF regulations, Angel Fund nuances. Proficiency in fund MIS, cash flow, NAV, taxation. Oversee fund compliance filings with SEBI and regulators.

KRA's • Acquiring Large Trader Clients with high margin • Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities • Ensuring efficient and prompt management of orders based on customer request

- Training existing clients regarding the features & functions of software - Troubleshoot and resolve client issues - Ensuring customer satisfaction by providing expert support to users - Opportunity to learn about technical analysis of stockmarket Required Candidate profile - Excellent Communication & Presentation Skills - Knowledge regarding sharemarket would be an added advantage - Languages known : Tamil, Hindi & English - Freshers can apply

Bank Payroll – Inbound Phone Banking Location: Andheri / Thane Salary: 4 Lakh per annum Graduate Option to move to Branch Banking after 2 years All banking facilities provided Call Khyati: 9022157571 Apply: www.hyfly.in Required Candidate profile Handle customer queries and calls Inform and sell products using scripts Close sales and meet targets Candidate Profile: Graduate with good English Presentable and honest Willing to learn and improve

Mutual Fund Advisor-Customer Relationship Manager Payroll: Mutual Fund Company | Process: Inbound Voice Location: Belapur / Airoli | Shift: Day Rotational | Work From Office Salary: Fresher: 14,500 (Net) Experienced: 24,500 Hrutika-9137797705 Required Candidate profile Manage customer relationships via inbound calls Understand capital market concepts, procedures, and regulations Eligibility: Graduates freshers can apply Age: 20-32 years www.hyfly.in

Hiring: Inbound Phone Banking Officer – Pvt Bank Thane / Andheri | 811 Process | Graduates only Salary: 17K (Fresher) – 4.5 LPA (Experienced) Day Rotational Shifts | 8 offs/month Handle inbound customer queries + cross-sell banking products Required Candidate profile Excellent communication required Min 6 months call center experience preferred Contact: Sanika – 9082104424 Apply: www.hyfly.in

Experience- 5 to 10 Job locationMumbai all/Vadodara/Hyderabad/Bangalore/Chennai Annual offered salary 7 L acs to 13Lac Job description Role & responsibilities Relationship ManagerResponsibilities:- 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 & Servicing of HNI/UHNI customers. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual FundsPreferred candidate profilewell experienced with mutual funds, managing portfolios , HNI clients Interested one can send their updated resume at- aanchal@avaniconsulting.com What's app and call - 9917283370

Role Overview: We are seeking an experienced and motivated Equity Dealer to join IFA Global Groups dealing desk. The ideal candidate will be responsible for executing equity trades on behalf of clients, providing market insights, and ensuring smooth trade operations in line with regulatory compliance. The role demands accuracy, speed, and a deep understanding of capital markets. Key Responsibilities: Execute client orders across cash market, F&O, and other equity products with high accuracy. Monitor markets and provide real-time updates to clients and the advisory team. Track client portfolios and suggest trade strategies in coordination with the relationship managers. Ensure adherence to internal risk management policies and regulatory guidelines. Maintain records of trades, confirmations, and compliance-related documentation. Coordinate with back-office and operations teams for trade settlement and query resolution. Stay updated on market trends, technical charts, and global news impacting equities. Desired Candidate Profile: Graduate/Postgraduate in Finance, Commerce, or related fields. NISM Series VIII (Equity Derivatives) and NISM Series VII (Securities Operations) certifications preferred. 2-5 years of relevant experience as an Equity Dealer, preferably in a wealth management or brokerage environment. Strong knowledge of Indian equity markets, F&O products, and market regulations. Excellent communication skills, analytical thinking, and attention to detail. Ability to work under pressure and in fast-paced market conditions.

- Advising Super HNI clients on Equity & commodity Markets - Cross selling of other products like Mutual fund, PMS, Insurance. - Revenue Generation & Activation of clients - Interested candidates can also their CVs at popularplacement@gmail.com Required Candidate profile - 1 Years of Dealing/Advising Exp. in Stock Market in handling HNI/PCG/NRI clients - Achieve given target of revenue generation and cross selling candidates can send CV at popularplacement@yahoo.com

- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com

Urgent hiring for Equity Advisors/dealers Manage and execute equity trades on behalf of clients Develop and maintain relationships with clients, understanding their investment needs Provide market insights and investment advice Suvarna - 9502739374 Required Candidate profile Mandatory to have NISM Series 8 certification Person Should have min 2 years of Exp in Broking Industry In depth Knowledge about trading in Derivatives Have a strong & disciplined approach to Sales

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management

Role : ESG Data Analyst Position type: Offroll (QuessCorp Payroll) During work from home (WFH) phase candidates should have continuous stable internet connectivity (broadband) and Laptop/ PC for working, minimum 100 MBPS needed. Experience: 06 Months OR 1.5 years (In ESG) Work profile: Extraction of ESG related data from annual reports, company websites, google search. Data basing of extracted data. Should have working knowledge of excel and word Working on ad hoc tasks involving use of excel/ databases relating to financial and non-financial information relating to corporates, business entities, industry performance, etc. Skills: Data extraction skills. Experience in secondary research. Proficiency in MS Excel/ spread sheets is must. Proficient in Communication. Working with colleagues towards achievement of individual and team level goals.

Greetings from "APEX SERVICES" Designation- Branch Manager Role- Branch Handling CTC- upto-12 LPA+ incentive + other benefit GENERAL ROLE: Branch Head is responsible for all activities done in the branch under him. His/ Her Role includes Managing business & personal activities of the branch. Motivating the staffs for achieving Targets is his/her key activity. Branch head reports directly to the Regional Manager. ESSENTIAL DUTIES AND RESPONSIBILITIES: Marketing & Business Development activities Customer Acquisition & Retention. Targeting HNI and Corporate clients for the branch. Competitors Analysis. Daily morning meetings and discussions with staff. Review of Performance based on various parameters i.e. Monthly review - Revenue per employee, branch profitability, etc. and Weekly review-volumes, brokerage, client registrations, etc. (Equity, Commodity, & Distribution). Organizing weekly Investor meets to increase client base. HR Activities for Branch Monthly training programs for staffs (Product related/ Communication Skills/Day-to-day Operations/Risk Management & Compliance) for improving caliber. Organizing staff happiness activities like quiz, games, etc for motivating branch staff. Communicating to employees about the important matters concerning the Company and its Policies. Maintaining discipline in the Branch and ensuring compliance. Attend to employee grievances and maintain team spirit and camaraderie in the Branch. Branch Operations Monitoring branch activities like pay in/payouts/customer grievance, etc. on daily basis. Risk Management of trade errors, debtors, etc. Reporting of branch activities to Regional Manager from time to time. General Strive towards achieving individual goals and thereby the branch and organizational goals. To ensure Cross Sell of ABC Products. Excellent team handling skills with ability to manage teams effectively towards achieving sales targets. Kindly reply with an updated CV on apex.mitalihr@gmail.com if you are interested in the mentioned Job Role. You can also call on 8112416630.

Position Research Analyst Consumer Durables/ Capital Goods/ Power Job Description / Responsibilities Tracking key fundamental and industry data for the companies within the assigned sector Generate equity research reports such as Initiating Coverage, Sector thematic, Quarterly result updates of companies, Event updates, etc. Be part of a well reputed established research team serving domestic and foreign institutional investors, and other relevant investor segments Interact with analysts/FMs in domestic and foreign institutional investors Job specific skills Applicants should have Excellent oral & written communication skills Strong client relationships, endorsed by votes from large domestic and foreign institutional investor Strong relationship with company managements within the sector of expertise/focus Well versed with use of databases such as Bloomberg, CMIE, Reuters, Factset, etc. Ability to work independently and also as part of a team Post Graduate, with preference for MBA /CFA / CA or equivalent from recognized Universities in India/overseas. Valid NISM Series XV certification required. CTC OFFERED Compensation will not be limiting factor for the right candidate and will be discussed on a case by case basis. for the post of Research Analyst in the subject. Applications with any other subject will not be accepted.

Advising clients on commodities and currency products, executing orders post consent, generating brokerage, sharing research calls, encouraging trades, activating clients for Commodities, and managing key client relationships.

Opening with Leading Bank Branch Relationship Head | Bangalore Position: Branch Relationship Head (Team Handling) Location: Bangalore CTC: Up to 14 LPA Experience: Minimum 4 years in banking with team handling experience (mandatory) Key Responsibilities: Lead and manage a team of Relationship Managers Build and maintain strong relationships with high-value clients Drive sales, cross-sell banking products, and ensure revenue growth Collaborate with internal teams for seamless service delivery Contribute to strategic planning and business development How to Apply: Email your CV to: selvi.sai@upgrad.com WhatsApp your CV to: 9361184170 Call: 9361184170 Regards, Selvi Sai Chief Recruitment Specialist – Leadership & Mid/Senior Hiring