1535 Nism Jobs - Page 2

Share your resume on whats app 9116539974 or Mail to Pushpendra.solanki@sbicapsec.com JOB PROFILE Designation Quality Analyst Reportees: Individual role Key Deliverables / Accountabilities Responsibilities Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze New Client Quality . Being a strong link between the Sales and the Dealing team to ensure client activation & mapping . Responsible to Track stop trades & formulate strategy for activation . Responsible to drive Quality Activation in the region Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams ...

Responsible for growing revenues of broking, lending products, Share khan Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF

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...

Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial pr...

Role & responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities To acquire new clients and activate them with asset collection. Ensure 2-3 c...

JOB PROFILE Share your resume on whats app 9116539974 or Mail to Pushpendra.solanki@sbicapsec.com Designation Quality Analyst Reportees: Individual role Key Deliverables / Accountabilities Responsibilities Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze New Client Quality . Being a strong link between the Sales and the Dealing team to ensure client activation & mapping . Responsible to Track stop trades & formulate strategy for activation . Responsible to drive Quality Activation in the region Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams ...

Responsibilities : Manage client relationships through regular communication and service delivery. Collaborate with sales team on cross-selling opportunities. Monitor market trends and provide investment advice. sales of financial products(Demat,.... Provident fund Annual bonus Sales incentives

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...

Building new relationships, increasing depth in existing & new relationships Acquire & manage HNI/UHNI clients through tailored investment strategies Drive revenue generation across MF, PMS, AIF, and other asset classes info.aspiringmantra@gmail.com Required Candidate profile 4 yrs +exp with Good knowledge of equity markets, trading platforms & financial instruments. Business updates, new clients, brokerages & revenues Good communication and interpersonal skills.

Client Relations Pre-IPO & Wealth Management Mumbai Company: Leading Asset management company in India. Job Description: Understanding Financial Markets: Develop expertise in Pre-IPO, unlisted shares, and wealth management services. Client Advisory: Guide HNIs and Ultra-HNIs in making informed, strategic investment decisions aligned with their financial objectives. Business Development: Identify and acquire potential clients, pitch investment opportunities, and expand the client base. Portfolio Management: Assist in structuring, diversifying, and optimizing client portfolios with a focus on risk management and long-term wealth creation. Investment Research: Monitor market trends, explore new...

Private Client Group - Equity Advisor Location: Pune,Kolkata,Delhi Designation: Equity Advisor (PCG) Roles and Responsibilities: 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. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio perform...

Role & responsibilities Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engag...

Requirements: *Freshers & 1 year of experience in Equity Dealing / Stock Broking / Capital Markets. *Knowledge of trading terminals (NSE/BSE) preferred. *Strong understanding of equity markets, portfolio management & client servicing.

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- Upto 6 LPA + Incentive + Other benefit ROLES & RESPONSIBILITIES: 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. 4) Client meetings and bank branch visits as per goal sheet. SKILLS 1) NISM VIII certificate is mandatory. 2) Prior experience of working in a similar set up preferred. 3) Should be willing to work in a target driven role & should be a go better. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned ...

Payroll-Bank Des-Phone Banking Process-Inbound Salary-4.5 Lakh Graduate Fresher Candidate with BPO Exp/Banking RM can also apply Location-Thane/Malad Can apply branch banking after 2 yrs all banking facilities Call 9137797705 Isha 8169642494 Kiran Required Candidate profile 1. Outbound calling and converting lead into sales. 2. Explaining the customers product features & benefits. 3. Ensuring all compliance and SLA during the calls. 4. Achieving weekly, monthly, target.

Hiring Phone Banking officer Graduate Fresher welcome Salary-21500 per month Process-Inbound Candidate with BPO Exp/Banking RM can also apply Can apply branch banking after 2 yrs all banking facilities Call 8080126356 Ekta email-hyflyhr9@gmail.com Required Candidate profile Graduate Fresher with good com skills Prior exp in Customer service would be added advantage Need to solve bank customer issues over phone no field job www.hyfly.in

Responsibilities: * Manage B2B mutual fund relationships * Collaborate with MFDs on new business opportunities * Ensure compliance with regulatory standards * Provide exceptional customer service Must pass NISM VA exam before joining

Engage with existing customers to understand their financial goals and provide tailored investment solutions. Maintain strong customer relationships to ensure long-term satisfaction and retention. Required Candidate profile Actively seek customers' referrals and expand the customer base through targeted outreach and networking. To Conduct Successful Investment Awareness Programs (IAP) and generate leads & close the 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 - kap.divya@kotak.com also share your updated resume on 9326261828

JOB PROFILE Department Retail Sales Designation Quality Analyst Reporting to: Quality Regional Head Reportees: Individual role Key Deliverables / Accountabilities Responsibilities Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze New Client Quality . Being a strong link between the Sales and the Dealing team to ensure client activation & mapping . Responsible to Track stop trades & formulate strategy for activation . Responsible to drive Quality Activation in the region Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and repor...

Roles and Responsibilities • To ensure dealing is done as per rules and regulations of authorities & all confirmations of the trade is done on daily basis. • Ability to directly build and manage client relationships. • Advice clients on products of the company & cross sell the products. • Addressing client queries, work on reactivation of the clients. • Focus on revenue generation. • NISM VIII certification is mandatory. Skills Required • Must possess experience in same industry. • Good Communication - Verbal & Non-Verbal • Self-Motivated. • Graduate

1. Provide customized solutions to the clients by evaluating their risk assessment and financial needs. 2. Primary role is to sell broking products i.e. Equities, Commodities & Currencies. 3. Secondary role is to cross sell wealth management products i.e. Mutual Funds both equities/debts, NCDs / Bonds, Insurance, PMS, structured products etc. 4. Acquisitions of new clients and re-activation of existing clients. 5. Ensuring customer satisfaction by customized and efficient support. 6. Innovating and exploring new products from time to time to achieve acquisition and revenue targets.

Note: Please read the Job Description and Salary details carefully before applying for the internship and we are only looking for immediate joiners (Within 7 days) Roles and Responsibilities New client acquisition for Trading and Demat accounts for Sharekhan Process Revenue generation through brokerage Monitor and review team members' performance and help the team to achieve maximum business results Maintaining client relationships Remain updated about the latest investment products and market trends To guide the client about the suitable investment/trading products as per client's profile To ensure the achievement of the Acquisition Targets of HNI clients, Retail clients Desired Candidate P...

Identify, and meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner. Providing financial products training to Distributors for Business Development. Plan activities and strategies for business development for distributors Educate the partners about product portfolio, and service offers and also evaluate them on sales performance, recommend improvements, Develop positive working relationships with partners to build business. Desired Candidate Profile: Entrepreneurial spirit - continual self-improvement Relationship...

Identify, and meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner. Providing financial products training to Distributors for Business Development. Plan activities and strategies for business development for distributors Educate the partners about product portfolio, and service offers and also evaluate them on sales performance, recommend improvements, Develop positive working relationships with partners to build business. Desired Candidate Profile: Entrepreneurial spirit - continual self-improvement Relationship...