2888 Nism Jobs - Page 17

As an experienced and client-focused professional in the Wealth Management vertical, you will play a crucial role in providing a premium client experience. With a minimum of 5 years of relevant experience in financial planning or wealth management, you will showcase your strong knowledge and hands-on experience across various asset classes such as Equities, Mutual Funds, Bonds, Structured Products, and alternative investment instruments. Your exceptional analytical and communication skills will be key in this role. Key Responsibilities: - Provide end-to-end financial planning services, covering areas like retirement, education planning, home buying, and wealth creation. - Conduct risk profil...

Responsibilities: * Manage client relationships through regular communication & meetings * Collaborate with investment team on portfolio management strategies * Meet revenue targets by selling mutual funds & equities Annual bonus

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 Required Candidate profile NISM VA is Location :- AP - Visakhapatnam and Vijayawada Telangana - Banjarahills , Kukatpally , Dilsukhnagar , Himayatnagar , Tarnaka Dolly Intact Search 7977387204 dolly.intactsearch@gmail.com

We are Hiring Equity Dealer & Demat Sales for Leading Broking Company. For Equity Dealer - NISM 8 Mandate Perks and benefits incentives+medical insurance

Identify and pursue new business opportunities by enrolling new partners (Brokers) Develop and execute business plans to achieve revenue targets Achieve revenue targets through a combination of new business development Revenue Growth Required Candidate profile A Person Having Exp of, B2B Mutual Fund sales, Communication Skill, Interpersonal skill, NISM Series V-A

Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during t...

Virtual Relationship Manager -Thane Experience required : 4 Years + Job Description : 1. Building relationships with clients & educating them about Investments 2. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) 3. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills. Interested candidates can share their resumes at neha.singh@hdfcsec.com

Relationship Manager/Senior Relationship Manager Thane Experience required : 4 Years + Job Description : 1. Building relationships with clients & educating them about Investments 2. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) 3. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills. Interested candidates can share their resumes at neha.singh@hdfcsec.com

Job Description Position / Job Title Senior Relationship Manager- Equities Designation DM/Manager/Senior Manager Department Branch Dealing Sub Department Branch Dealing Reporting To (title) Branch Manager Superiors Superior (title) Cluster Head/ State Head Location Date Job Purpose To render financial services to customers to generate revenue through brokerage and third party products. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products Equity/ Currency/ DYSIP/ TPP and any other new product launched. 3CustomersActivation of customers, servicing and retention. Average...

Job Title: Affluent Relationship Manager Customer Engagement Channel / TL Location: Mumbai / Bangalore / Pune Industry: Banking / Financial Services / Investment Advisory Experience Required: 6- 15 years Employment Type: Full Time Education: Graduate/Postgraduate (NISM certification preferred) Job Description: We are looking for a highly motivated Affluent Relationship Manager to join our Customer Engagement Channel. The ideal candidate will have experience in managing and growing High Net Worth (HNI/UHNI) client relationships, providing personalized financial solutions, and driving sales across a diverse product mix. Key Responsibilities: Client Relationship Management: Act as a one-point c...

Job Description Position / Job Title Relationship Manager- Equities Designation Officer/ Executive/ Assistant Manager/DM/Manager/Senior Manager Department Branch Dealing Sub Department Branch Dealing Reporting To (title) Branch Manager Superiors Superior (title) Cluster Head/ State Head Location Date Job Purpose To render financial services to customers to generate revenue through brokerage and third party products. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products Equity/ Currency/ DYSIP/ TPP and any other new product launched. 3CustomersActivation of customers, s...

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Nellore, Belgaum, Bijapur, Davangere, Chitradurga, Bagalkot. ctc - 2.5 to 4 lacs and Incentives Experienced in broking, banking, mutual funds sales &insurance fields. Open Dmat Accounts Required Candidate profile Managing portfolio of clients and mutual fund sales Graduates / MBA ( Finance / Mktg) keen in sales can apply. Field Job Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com

Phone Banking Officer Day Shift | Inbound Process Salary: • Voice Exp – Up to 4.5 LPA All Banking Benefits Guaranteed Shift to Branch Banking after 2 Year Location: Thane | Malad | Vashi Call Vidya – 9773553319 Apply: www.hyfly.in Required Candidate profile Inbound Customer Service – Banking Handle inbound customer calls Verify details & validate documents Ensure interaction with the right customer Cross-sell & pitch relevant banking products

Payroll-Bank Work Location-Andheri/Thane Des-Phone Banking Officer Salary: 21K in hand for freshers | 1+ yr BPO exp: up to 5 Lakh CTC Shifts: 7 AM–3 PM, 10 AM–7 PM, 11 PM–7 AM (males) Interviews: Walk-in Contact: 9773553319 Simran www.hyfly.in Required Candidate profile Graduate Freshers Welcome! Handle calls from existing customers and resolve complaints/queries Provide accurate and complete information Assist with financial service requests

- 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 - Candidate Preferred from Western Line / Mumbai Suburbs - Freshers can apply

- 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 - Candidate Preferred from Western Line / Mumbai Suburbs - Freshers can apply

Immediate and Urgent Hiring Relationship Manager Job Location: Thane Roles and Responsibilities : 1.Advise clients on investments in Equity and Derivatives markets and execute orders on their behalf. 2.Build and maintain strong client relationships while educating them about various investment opportunities. 3.Manage a pre-assigned set of existing customers and ensure high levels of client satisfaction. 4.Promote and cross-sell financial products including Mutual Funds, Insurance, SIPs, PMS, etc. Desired Candidate Profile: Should be NISM VIII, NISM V A & IRDA certified. Any Graduate with minimum 3 Years of Broking / Dealing experience Good knowledge of Equity Market and TPP Good communicatio...

Immediate and Urgent Hiring Relationship Manager Job Location: Borivali, Andheri, Fort Roles and Responsibilities : 1.Advise clients on investments in Equity and Derivatives markets and execute orders on their behalf. 2.Build and maintain strong client relationships while educating them about various investment opportunities. 3.Manage a pre-assigned set of existing customers and ensure high levels of client satisfaction. 4.Promote and cross-sell financial products including Mutual Funds, Insurance, SIPs, PMS, etc. Desired Candidate Profile: Should be NISM VIII, NISM V A & IRDA certified. Any Graduate with minimum 3 Years of Broking / Dealing experience Good knowledge of Equity Market and TPP...

Responsibilities: Client Acquisition Product Advisory Sales Execution Relationship Management Lead Management Customer Support Reporting Compliance Team Collaboration

Shift Timings - Fixed Night Shift | Management Level: Analyst | Location: Airoli (Navi Mumbai)/ Exp: 0-2 yrs / Immediate Joiners/ Comfortable with KYC and Non KYC process All graduates and post-graduates needs to have all Sem Hardcopy Marksheets and Passing certificate. HR Reference (Mention on the CV): Harsh We are seeking skilled individuals with a deep knowledge and understanding of Derivatives, Finance, Capital Market, KYC/AML, Accounts and Stock markets. Contact Details: WhatsApp: 8692988070 Email: harsh.bhadra.c@eclerx.com About the Role: We are seeking skilled individuals with a comprehensive understanding of derivatives and stock markets to join our team as Analysts. This role offers...

Good relationship management and service focus to HNI Clients Responsible for gathering asset for investment products such as mutual funds, PMS, Bonds Increase the AUM & Revenue from the mapped book info.aspiringmantra@gmail.com Call 9318431991 Required Candidate profile Graduate/ PG With 4-6 Years Exp in Wealth Management Good knowledge in stock broking Meet with HNI Clients in daily basis for there portfolio Experience in managing HNIs and Ultra HNI Segment

Manage & increase book size of the HNI clients Increasing the liability book & investment AUM portfolio size Advice clients on their product requirement to maximize their investments Strong client relationships through regular communication & service Required Candidate profile 4+ yrs of experience in HNI Sales -Direct Channel Stock broking co or banking Good understanding of capital markets Excellent Communication and interpersonal skills. resume.aspiringmantra@gmail.com

Job Description Position / Job Title Relationship Manager- Equities Designation Officer/ Executive/ Assistant Manager/DM/Manager/Senior Manager Department Branch Dealing Sub Department Branch Dealing Reporting To (title) Branch Manager Superiors Superior (title) Cluster Head/ State Head Location Date Job Purpose To render financial services to customers to generate revenue through brokerage and third party products. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products Equity/ Currency/ DYSIP/ TPP and any other new product launched. 3CustomersActivation of customers, s...

Job Description Position / Job Title Branch Manager Designation Assistant Manager/ Deputy Manager Department Branch Dealing Sub Department Sales Reporting To (title) Cluster head/ State Head Superiors Superior (title) Regional Head Location Across India Date Job Purpose Manage branch operations to achieve targeted sales turnover of the assigned branch and adhering to regulatory compliance. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue & costBranch revenue to be 3.5 times of the branch cost. Half of the branch salary cost to be generated from TPP products/ Currency 2ProductEquity/ Currency/ TPP and any other new launch.3Customers...

JOB DESCRIPTION Regional Wealth Manager (Team Lead Wealth Specialists) 1. Basic Information Position Title: Circle Wealth Manager Grade Level: AVP / VP Vertical: Wealth Business Unit: Wealth Management Location: Circle Office in key metros Reporting To: Circle Manager / National Channels Manager 2. Role Objective Own and drive the Circles wealth business by leading a team of Wealth Specialists who act as Wealth Counsellors to Key Account Managers (KAMs) and other frontline staff. The role is responsible for growing wealth product penetration, SIP and investment book, ensuring high-quality advisory for affluent, mass affluent and emerging affluent clients, and maintaining the highest standard...