2888 Nism Jobs - Page 19

Key Responsibilities Identify and acquire new clients through references, digital channels, and networking. Conduct discovery calls to understand client needs and introduce advisory solutions. Create, review, and present financial plans tailored to client profiles. Collaborate with the Core Advisory team for portfolio design and execution. Provide recommendations on ESOP diversification, asset allocation, and tax planning. Achieve individual and team acquisition targets. Proactively generate referrals and new business opportunities. Support growth initiatives in new geographies (e.g., Bangalore). Stay updated on financial products, mutual funds, equities, and ESOP solutions. Confidently pitc...

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

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: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clie...

Responsible for selling of mutual funds, PMS, AIF, Equity, wealth and financial products Managing portfolios of existing and inactive clients Increase AUM, Net Sales, and Market Share Connect with HNI and UHNI introduce products across MF / PMS / AIF Required Candidate profile Post Graduate / MBA With 6-7 yrs experience in Portfolio Manager Excellent communication skill Good Knowledge in Stock Market NISM 5A is Mandatory Call 9318431991 resume.aspiringmantra@gmai.com

1Responsible for Wealth Management Advisory. 2.Responsible for cross selling of Equity & TPP. 3.Provide customized solutions to the clients 4.Reactivation of clients 5.Ensuring customer satisfaction by customized and efficient support Required Candidate profile NISM 8 Certificate Mandatory Should be ready to achieve Brokerage generation target 2 Year Experience in Stock Market. of Equity Advisor/ Dealer resume.aspiringmantra@gmail.com Whats up no 9318431991

Understanding Technical& Fundamental Stock market reports& advising to HNI/UHNI clients Generate direct brokerage by advising various trading& stock ideas based on the market to the clients Cross sell third party products like Mutual Fund, PMS, Bonds Required Candidate profile Graduate/ PG with Relevant 5-7 Years experience in stock broking co Strong networking & relationship building skills in Equity market& Wealth Management resume.aspiringmantra@gmail.com

Role & responsibilities 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 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 wit...

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 4 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Mutual Fund Career growth

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP Business: Retail Banking Department: Affluent Business Sub - Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...

Manage a portfolio of existing and prospective clients through virtual platforms (phone, email) Understand client investment needs, risk appetite, and financial goals Ensure regular follow-ups with clients for portfolio reviews, market updates Required Candidate profile Graduate with 2–4 yrs of Experience in mutual fund sales, financial advisory, relationship management . Strong understanding of mutual fund products, SIPs, (ELSS) info.aspiringmantra@gmail.com

JOB DESCRIPTION: -Relationship Executive / Relationship Manager - CEC -Graduate/Post Graduate/MBA with 2 years of experience from BFSI -1-3 Yrs of Sales experience, Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. Relationship Management Influencing Skills Technical - Product Knowledge Presentation skills Interpersonal skills Effective Communication Result oriented with proper adherence to compliance NISM 5A and NISM 21 A will be mandatory . Please ensure candidates have basic knowledge on MF, Current Market, Alternates(PMS/AIF).

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...

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...

Investment Portfolio Advisor Role & ResponsibilitiesDirect Responsibilities Mobilize assets for investment products including Mutual Funds, PMS, AIFs, Corporate FDs, Sovereign Gold Bonds, Insurance, and any new products introduced. Achieve Net Equalized Assets (Lumpsum) targets for the assigned client book. Build and maintain an incremental SIP book. Meet New Business Development goals by reactivating inactive clients and acquiring new ones. Ensure regular client engagement and maintain strong relationships. Increase AUM, SIP flow, and revenue from the mapped client base. Contributing Responsibilities Acquire and activate new clients with asset collection goals. Conduct 23 client meetings da...

Advisory Manager Responsibilities Achieve business targets, including broking and servicing existing or newly acquired clients in the designated segment. Generate advisory and operational solutions in a timely manner to differentiate the service for this segment. Achieve revenue targets through broking and cross-selling products. Generate interest income. Understand clients' profiles and suggest appropriate portfolio and asset allocation. Deliver brokerage revenue, asset gathering, and interest income as per targets set. Handle clients effectively and seamlessly. Improve and maintain client activity ratio by activating clients across various segments.

Advisory Manager Responsibilities Achieve business targets, including broking and servicing existing or newly acquired clients in the designated segment. Generate advisory and operational solutions in a timely manner to differentiate the service for this segment. Achieve revenue targets through broking and cross-selling products. Generate interest income. Understand clients' profiles and suggest appropriate portfolio and asset allocation. Deliver brokerage revenue, asset gathering, and interest income as per targets set. Handle clients effectively and seamlessly. Improve and maintain client activity ratio by activating clients across various segments.

Advisory Manager Responsibilities Achieve business targets, including broking and servicing existing or newly acquired clients in the designated segment. Generate advisory and operational solutions in a timely manner to differentiate the service for this segment. Achieve revenue targets through broking and cross-selling products. Generate interest income. Understand clients' profiles and suggest appropriate portfolio and asset allocation. Deliver brokerage revenue, asset gathering, and interest income as per targets set. Handle clients effectively and seamlessly. Improve and maintain client activity ratio by activating clients across various segments.

Advisory Manager Responsibilities Achieve business targets, including broking and servicing existing or newly acquired clients in the designated segment. Generate advisory and operational solutions in a timely manner to differentiate the service for this segment. Achieve revenue targets through broking and cross-selling products. Generate interest income. Understand clients' profiles and suggest appropriate portfolio and asset allocation. Deliver brokerage revenue, asset gathering, and interest income as per targets set. Handle clients effectively and seamlessly. Improve and maintain client activity ratio by activating clients across various segments.

Advisory Manager Responsibilities Achieve business targets, including broking and servicing existing or newly acquired clients in the designated segment. Generate advisory and operational solutions in a timely manner to differentiate the service for this segment. Achieve revenue targets through broking and cross-selling products. Generate interest income. Understand clients' profiles and suggest appropriate portfolio and asset allocation. Deliver brokerage revenue, asset gathering, and interest income as per targets set. Handle clients effectively and seamlessly. Improve and maintain client activity ratio by activating clients across various segments.

Advisory Manager Responsibilities Achieve business targets, including broking and servicing existing or newly acquired clients in the designated segment. Generate advisory and operational solutions in a timely manner to differentiate the service for this segment. Achieve revenue targets through broking and cross-selling products. Generate interest income. Understand clients' profiles and suggest appropriate portfolio and asset allocation. Deliver brokerage revenue, asset gathering, and interest income as per targets set. Handle clients effectively and seamlessly. Improve and maintain client activity ratio by activating clients across various segments.

Investment Portfolio Advisor Role & ResponsibilitiesDirect Responsibilities Mobilize assets for investment products including Mutual Funds, PMS, AIFs, Corporate FDs, Sovereign Gold Bonds, Insurance, and any new products introduced. Achieve Net Equalized Assets (Lumpsum) targets for the assigned client book. Build and maintain an incremental SIP book. Meet New Business Development goals by reactivating inactive clients and acquiring new ones. Ensure regular client engagement and maintain strong relationships. Increase AUM, SIP flow, and revenue from the mapped client base. Contributing Responsibilities Acquire and activate new clients with asset collection goals. Conduct 23 client meetings da...

Role & responsibilities Advising HNI & Retail clients on Equity, Derivatives, currency Markets. Cross selling of other products like Mutual fund, Bonds, PMS, Insurance. Preferred candidate profile Minimum 1 Year as advisor Equity Dealing

Investment Portfolio Advisor Role & ResponsibilitiesDirect Responsibilities Mobilize assets for investment products including Mutual Funds, PMS, AIFs, Corporate FDs, Sovereign Gold Bonds, Insurance, and any new products introduced. Achieve Net Equalized Assets (Lumpsum) targets for the assigned client book. Build and maintain an incremental SIP book. Meet New Business Development goals by reactivating inactive clients and acquiring new ones. Ensure regular client engagement and maintain strong relationships. Increase AUM, SIP flow, and revenue from the mapped client base. Contributing Responsibilities Acquire and activate new clients with asset collection goals. Conduct 23 client meetings da...

Investment Portfolio Advisor Role & ResponsibilitiesDirect Responsibilities Mobilize assets for investment products including Mutual Funds, PMS, AIFs, Corporate FDs, Sovereign Gold Bonds, Insurance, and any new products introduced. Achieve Net Equalized Assets (Lumpsum) targets for the assigned client book. Build and maintain an incremental SIP book. Meet New Business Development goals by reactivating inactive clients and acquiring new ones. Ensure regular client engagement and maintain strong relationships. Increase AUM, SIP flow, and revenue from the mapped client base. Contributing Responsibilities Acquire and activate new clients with asset collection goals. Conduct 23 client meetings da...

Investment Portfolio Advisor Role & ResponsibilitiesDirect Responsibilities Mobilize assets for investment products including Mutual Funds, PMS, AIFs, Corporate FDs, Sovereign Gold Bonds, Insurance, and any new products introduced. Achieve Net Equalized Assets (Lumpsum) targets for the assigned client book. Build and maintain an incremental SIP book. Meet New Business Development goals by reactivating inactive clients and acquiring new ones. Ensure regular client engagement and maintain strong relationships. Increase AUM, SIP flow, and revenue from the mapped client base. Contributing Responsibilities Acquire and activate new clients with asset collection goals. Conduct 23 client meetings da...