1535 Nism Jobs - Page 15

Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls...

Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls...

Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls...

Execute trades for HNI/Retail clients with accuracy to drive revenue; manage settlements, margins & risk; advise on daily market strategies; track MTM, exposure & margins; and conduct in-depth financial statement analysis of listed companies. Retention bonus Performance bonus

Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls...

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. HR Himanshu 6232535322 Salary- 2,0000 - 32000 Required Candidate profile Graduate is mandatory NISM Certificate

Responsibilities: * Manage equity portfolio, provide advisory services * Execute trades, monitor market trends * Adhere to regulatory compliance standards * Meet revenue targets through effective dealing strategies NISM Derivatives Certificate Provident fund Annual bonus

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

Responsibilities: Primarily responsible for managing the cluster and also responsible for generating revenue across all products (trading, investing, TPP) and business development, through unbiased, providing high-quality investments advisory to HNI or Retail Clients. Building the team- Motivating, mentoring and guiding the team. Creating the business plan and help the team to achieve it. To acquire and build relations with HNI, Retail and corporate customers. To provide end to end service relations to existing customers relationship on a proactive manner. To educate all segments of customers with various investments avenues available and to provide high quality advise to them on their asset...

1. Execute Trades on the Trading Terminal. 2. Generating revenue by acquiring Clients from open market. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. 5. Punch in Orders (Buy/Sell) Required Candidate profile > Must be a Graduate and *NISM certified* > min 2 yrs exp in dealing > knowledge about trading software. > must have their own client base. Localite - Hyderabad / Chennai (Anna Nagar /TNagar /Guindy) Perks and benefits As per Industry norms

Relationship-building skills to acquire new clients & expand (AUM) Conduct in-depth financial assessments for clients, including investment planning, Tax Identify opportunities to deepen client relationships, cross-sell services & generate referrals Required Candidate profile Graduate with 2-3 yrs experience in Financial Product Sales Good communication & interpersonal skills required. Analytical thinking and problem-solving abilities. info.aspiringmantra@gmail.com

Role & responsibilities Seeking a detail-oriented Admin Head to manage mutual fund transactions, ensure regulatory compliance, and support investors and teams. Must coordinate with AMCs, RTAs, sales, and stakeholders, with strong operational and organizational skills. Preferred candidate profile 1. Record-Keeping & Transaction Processing * Oversee daily processing of mutual fund transactions (purchases, redemptions, switches, SIP/STP/SWP setups). * Maintain accurate and timely records in internal systems and ensure proper documentation. * Conduct daily reconciliation of transactions and fund flows. * Report and resolve any discrepancies promptly. 2. Investor Support & Query Resolution * Addr...

We are hiring for customer support executive graduate and undergraduate both can apply 5 days working 2 rotational weeks off rotational shift salary; - 4lpa fresher or experienced both can apply Immediate joiners are required HR Arti 9522754537 Required Candidate profile Verbal or written excellent communication is required immediate joiners

Job Title: Relationship Executive Location: Gachibowli Department: Wealth Management / Investment Advisory Employment Type: Full-time Walk-In-Address-Bajaj Capital Ltd, C9P9+7C5, Janardana Hills, P Janardhan Reddy Nagar, Gachibowli, Hyderabad, Telangana 500032 About the Role We are looking for enthusiastic and motivated fresh graduates to join our Wealth Management team. you will learn how to understand client financial needs, recommend investment products, and provide high-quality customer service while working alongside experienced advisors. Key Responsibilities Assist senior wealth managers in servicing and managing client portfolios. Learn and understand various investment products (mutu...

Designation: Relationship Manager Location: Goregaon Experience:2Months + Budget: - Not a constraint for the right candidate Responsibilities: 1. Build and Improve Relationships with Customers, key suppliers and partners. 2. Review company practices to ensure clients get maximum satisfaction from their purchases. 3. Identify potential opportunities and inform the sales team to follow up 4. Educate and Inform clients about the company's product, services and special offers. 5. Attend to client complaints and resolve issues promptly. Note: - Your resume was seen to be relevant for the above position if interested kindly revert back with your updated resume with your basic information. Total Ex...

Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales. Roles and Responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his State Bank Branches/ investors / depending for selling / targeting speci...

1) VRM Cash • Managing of 3000 to 5000 customers per dealer. • To achieve healthy revenues without compromising on clients profitability. • Should focus on overall portfolio growth, client activity ratio and quality of information delivered. • Propose investment options based on customer needs by assessing their risk appetite. • Support the client decision making with use of technology enabled tools • Develop Knowledge of market news, financial trends and current affairs • Analyse customer portfolio & give appropriate advice • Responsible to ensure all activities are in adherence as per Compliance & Risk. • Assist in increasing depth in existing relationships 2) Derivatives - Calling client ...

Role & responsibilities Dealing with HNI and Retail Clients Cross Sell the products Mutual Fund ,PMS,AIF ,LI,GI,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. U...

Role & responsibilities Support the companys distribution initiatives and build relationships with key distributors. Increase market share & visibility amongst select key distributors and manage new distributor empanelment. Joint calls with IFAs in a competitive market and assist them in documentation. Channelize key market intelligence to the products & Investment team. Liaise with investment team for investment ideas, distributors visits, concalls, etc. Liaise with Operations & Customer Service team to provide seamless experience to customers. Ensure compliance with regulatory framework at all times & with brand value. Follow applicable KYC norms & other regulatory requirements. To complet...

Ventura is an omnichannel trading and investment platform with a network of branches, sub-brokers and Digital Channels. Founded in 1994, the company is now entering the next phase of growth by pivoting to a digital-first approach and strengthening its direct-to-consumer franchise. The company has now carved out a separate fintech vertical tasked with digital transformation using cutting-edge technology and bringing in fresh talent. Job Description: We are looking for Equity Dealer. The ideal candidate should have experience into Punching client order, Cross Sell Third Party Products. Join us if you like to: (Responsibilities section, please write the points accordingly) Responsible for react...

Role & responsibilities Handle incoming calls from clients and address their queries related to trading activities and financial products. Online Dealing: Execute trades online based on client instructions and market conditions. Buying & Selling of Shares: Manage the buying and selling of shares on behalf of customers, ensuring accuracy and timeliness. Confirmation & Execution of Orders: Confirm and execute orders as per client requests, ensuring compliance with regulatory standards and company policies. Promoting Financial Products: Promote and provide information about financial products and services to clients, helping them make informed investment decisions. Understanding Online Trading ...

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs 2.Provide expert financial advice to clients on equity investment strategies (kannada and Telugu language) Required Candidate profile Having NISM 8 Certification is mandatory for candidates before interview Interested can contact on 7304501604 or share CV on jyoti.mehta@tradebulls.in (preferred kannada and Telugu language)

Role & responsibilities Identify and generate new sales opportunities through cold calling, networking, and referrals. Understand client needs and recommend suitable financial products (e.g. Mutual Fund) Develop and maintain long-term relationships with clients to drive customer loyalty. Meet or exceed monthly and quarterly sales targets. Maintain a strong understanding of company products, policies, and industry trends. Maintain accurate records of sales activities and client interactions using CRM software Preferred candidate profile

Greetings from AVANICONSULTING We are hiring for leading company Responsibilities: To promote all the product line of Mutual Fund To up sell Fun 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 execute monthly sales ...

Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri (NISM VIII) Mandatory Roles & Responsibilities : Managing of 100 to 1500 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Mail - salonidevi.vishwakarma@kotak.com also share your updated resume on 7...