900 Nism Jobs - Page 19

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 schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at pawan.prasad@bajajcapital.com Contact Person : Pawan Kumar Prasad

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs 2. Punching the orders on the behalf of clients in offline trading mode proficiency & accuracy in all segments 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.

Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + Job Description : 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 (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. 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 there updated resume at devashree.lad@hdfcsec.com

Relationship Manager/Senior Relationship Manager - PBG & NRI (Emerald Desk - HNI & UHNI) Experience required : 4 Years + Job Description : 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 (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. 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 please share updated resume at devashree.lad@hdfcsec.com

Hi. Openings in Leading AMC Company, Job description (Direct Channel - B2C)- Hni / Retail Clients To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) 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 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. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com

Urgent Hiring Alert - Bajaj Allianz L2 Inside Sales | HNI Clients | Life Insurance Position: Sales Advisor ( CSR on paper ) Experience: Min 1 Year in BPO/Insurance Sales Qualification: Graduate Salary: 17,000 24,000 CTC Role Highlights: * Connect with HNI Clients for Life Insurance Sales * Inside Sales Role No Field Work! * Strong knowledge of Insurance / Stocks / Mutual Funds / Investments is a BIG plus! We need 3 candidates URGENTLY! Immediate Joining Preferred! Share relevant profiles ASAP! Let’s close this super opportunity together! How to Apply:- To schedule your interview kindly share your resume/ call at HR Neha :- 9168991284

Roles & Responsibilities : Manage the existing customers mapped to you in terms of sales & servicing Interact with customers who show interest in lead based campaigns with an objective of converting their interest into a transaction Activation of dormant accounts Responsible for the Cross selling of the Third Party distribution products viz. Corporate Fixed Deposits, Bonds, Mutual Funds and other distribution products Explain finer details of the product to the customer and assist them in completing the transactions online Meeting KRA targets in terms of Calling & Business activity which includes, dial-outs (this is not a field job), unique customers contacted and business conversions in terms of transactions, value & net revenue generation Generate references from existing mapped customers for New Account sourcing Building and maintaining long-lasting business relationships with customers Preferred candidate profile Experience - 1 to 5 years in TPP products sales from securities / broking industry. Excellent Communication skills MBA freshers can apply Keen for Sales profile NISM 8 Perks and benefits Fixed CTC + Incentives Age- 21 to 30 years Interview & Job location : Voltas House, A Block C.S No-760, T.B Kadam Marg, Chinchpokli, Mumbai, Maharashtra 400033. (10 Min walking from Chinchpokli Station Central line & Cotton Green Station - Harbour line) Meet : HR Owais Pathan.

Hiring for entire Gujrat Ahmedabad, Pune, Vadodara, Aurangabad, Nagpur, Surat Contact @ 9911377334 mail @ ncrhr@outlook.com * Place order on behalf of clients * Activation & Revenue Generation * Cross selling * Terminal & Stock Broking knowledge

OTJob Openings in a Pvt. Bank Locations: Delhi, Noida and Ghaziabad Available Positions: Branch Manager Branch Relationship Head (Head of Relationship Managers) Wealth Relationship Manager Mutual Funds, Life Insurance, CASA Relationship Manager Current Accounts & Trade Accounts Job Description Relationship Management : Managing the banking and wealth/ investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. o Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. o Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships o Increase CASA balance in allocated portfolio either through Deepening or Acquisition o Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: o Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values o Face to the client and First person Responsible for service and sales satisfaction of mapped clients Share CV at amisha.agrawal@v-konnect.com OR Whatsapp or call at 8109429473

Job Openings in a Pvt. Bank Locations: Delhi , Gurgaon , Noida and Ghaziabad Available Positions: Branch Manager Branch Relationship Head (Head of Relationship Managers) Wealth Relationship Manager Mutual Funds, Life Insurance, CASA Relationship Manager – Current Accounts & Trade Accounts If interested, please share your CV at: Email: mukesh.dhawan@v-konnect.com WhatsApp: 9625167282

• Execute trades on behalf of clients, aligning with their investment strategies and preferences. • Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.

Job description: Achieving the business targets assigned in terms of up selling 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 To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls. Call / whatsapp - +91 7355922379 mail id - taru@avaniconsulting.com

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - Delhi, Bangalore, Gujrat, channai ctc - 2.5 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact E-brdassociates@workmail.com OR call 8377024167. 9560576207

*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (No Insurance) Required Candidate profile * Min 1 year experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***

Job description - Managing & handling high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 year experience in equity dealing (Terminals) . - Excellent understanding of financial markets. - Investment Advisory

- Managing & handling ultra high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 years of experience in equity dealing with indian broking company. - Excellent understanding of financial markets.

- Managing & handling ultra high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 years of experience in equity dealing with indian broking company. - Excellent understanding of financial markets.

Job Description of Executive RMS Designation: Executive Risk Management System Location: Share India Securities Ltd. Kandivali West, Mumbai 400067 Job Description: - Handle day-to-day backend operations Continuous monitoring of Risk Management Systems of Trading Impart training related to trading in stock market to new traders Prepare MIS and monthly reports Create and Allot Ids. Odin and NeatPlus Software for Limits & Qty Registrations of NISM Trainees: Complete Data: IDs, Limits, Seating Arrangement, Training, Attendance and Salary. Trainees Weekly and Monthly Performance Report. . Key Skills required: - Must have good communication skills Should know MS Word, Excel, PPT (Computer proficiency required) Must know mail communication - Must be confident Should have a go-getter attitude

We are Hiring Equity Dealer & Demat Sales for Leading Broking Company. For Equity Dealer - NISM 8 Mandate

We are Hiring Equity Dealer & Demat Sales for Leading Broking Company. For Equity Dealer - NISM 8 Mandate For Demat Sales - Min 6 Months Experience in Demat or Insurance

Location - Mumbai Mandatory - NISM 8 & Telugu or Bengali Language Role & responsibilities Key Responsibilities 1. Equity Dealing and Order Execution: Execute equity and derivatives trades accurately on behalf of clients within regulatory guidelines. Ensure timely and error-free order placement through trading platforms. Monitor real-time market trends and provide updates to clients for informed decision-making. 2. Client Relationship Management: Build and maintain strong relationships with retail and high-net-worth (HNI) clients. Understand clients investment goals, risk appetite, and financial needs to provide personalized trading solutions. Handle client queries regarding portfolio performance, account statements, and trading strategies. 3. Advisory Support: Provide clients with insights on equity markets, investment opportunities, and trading strategies. Suggest appropriate financial products and portfolio adjustments based on market trends and client needs. Assist clients in managing risk through hedging strategies and diversification. 4. Revenue Generation: Achieve individual and branch-level revenue targets through brokerage and advisory services. Focus on upselling and cross-selling equity and allied products such as mutual funds, insurance, and other investment instruments. 5. Compliance and Risk Management: Ensure all transactions adhere to regulatory and compliance norms (SEBI, NSE/BSE, etc.). Maintain accurate records of client interactions and trade orders in line with audit requirements. Monitor client trading behavior to mitigate potential risks such as margin shortfalls or speculative trading. 6. Market Monitoring: Stay updated on market trends, economic developments, and corporate actions that may impact equities. Analyze market news and events to share actionable insights with clients. Candidate's Profile: 1+ years of experience in equity market, wealth management, etc. Strong knowledge of trading platforms (e.g., NSE NOW, ODIN, or similar).

Senior Relationship Manager 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: Graduation is must. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) Stock Market knowledge is mandatory. Should possess good communication skills.

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 complete mandatory certifications & other knowledge upgradation activities Constant Updation on new products & best practices Preferred candidate profile The role incumbent will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region Has managed IFAs (Independent financial Advisors) Thorough Knowledge & Understanding of AIF & PMS and equity markets Thorough Knowledge on equity markets Willing to work in an Individual contributor role

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 complete mandatory certifications & other knowledge upgradation activities Constant Updation on new products & best practices Preferred candidate profile The role incumbent will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region Has managed IFAs (Independent financial Advisors) Thorough Knowledge & Understanding of AIF & PMS and equity markets Thorough Knowledge on equity markets Willing to work in an Individual contributor role

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 complete mandatory certifications & other knowledge upgradation activities Constant Updation on new products & best practices Preferred candidate profile The role incumbent will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region Has managed IFAs (Independent financial Advisors) Thorough Knowledge & Understanding of AIF & PMS and equity markets Thorough Knowledge on equity markets Willing to work in an Individual contributor role