2888 Nism Jobs - Page 20

Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls). Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund. Required Candidate profile NISM Series V-A certification (Mutual Fund Distributor) . Strong understanding of mutual fund products, SIPs, taxation benefits (ELSS), and investor profiles.

- Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry - Strong knowledge of investment products and services, including mutual funds, insurance, and other wealth management products - Excellent communication and interpersonal skills - Proven track record of meeting and exceeding sales targets - Ability to build and maintain strong relationships with clients - Knowledge of local market and customer preferences - Bachelor's degree in finance, business, or related field - Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage Job Summary: As a wealth Relationship Manager you will be responsible for ...

Greeting from NJ India Invest ... NJ India Invest Pvt. Ltd is a leading advisors and distributors of financial products and services in India. NJ began its journey in 1994 in Surat and has over a decade of rich exposure in financial investment space, portfolio advisory services and distribution of financial products. At NJ we exist to provide quality financial / investment advisory solutions to customers of diverse profiles and needs. We aim to take the benefits of a maturing Indian financial market to the masses and provide them with solutions that best serve their interests. Qualification MBA & PGDM ( Finance & Marketing ), M.com Job location : Raipur. Salary CTC up to Rs 3.60 LPA + Perfor...

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

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

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 resume.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

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

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 4-8 yrs experience in Portfolio Manager Excellent communication skill Good Knowledge in Stock Market NISM 5A is Mandatory Call 9318431991 resume.aspiringmantra@gmai.com

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 4-8 yrs experience in Portfolio Manager Excellent communication skill Good Knowledge in Stock Market NISM 5A is Mandatory Call 9318431991 resume.aspiringmantra@gmai.com

Responsible for Handling HNI Clients Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on client’s profitability. Responsible for cross selling products like Mutual Fund, PMS, SIPs, IPO’s etc Required Candidate profile Graduate / PG with Equity Advisor Experience NISM Series–VIII (Equity derivatives) 2 to 8 years of experience in handling retail / HNI clients resume.aspiringmantra@gmail.com What's app No 9318431991

Responsible for Handling HNI Clients Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on client’s profitability. Responsible for cross selling products like Mutual Fund, PMS, SIPs, IPO’s etc Required Candidate profile Graduate / PG with Equity Advisor Experience NISM Series–VIII (Equity derivatives) 2 to 8 years of experience in handling retail / HNI clients resume.aspiringmantra@gmail.com What's app No 9318431991

Responsible for Handling HNI Clients Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on client’s profitability. Responsible for cross selling products like Mutual Fund, PMS, SIPs, IPO’s etc Required Candidate profile Graduate / PG with Equity Advisor Experience NISM Series–VIII (Equity derivatives) 2 to 8 years of experience in handling retail / HNI clients resume.aspiringmantra@gmail.com What's app No 9318431991

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 years of experience in mutual fund sales, financial advisory, relationship management (virtual or in-person) Strong understanding of mutual fund products, SIPs, (ELSS)

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 years of experience in mutual fund sales, financial advisory, relationship management (virtual or in-person) Strong understanding of mutual fund products, SIPs, (ELSS)

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

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 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...

Wealth Manager Key Responsibilities: Identify, connect with, and onboard new HNI & UHNI clients through personal networks, referrals, and market outreach. Build lasting client relationships by offering tailored investment advice and conducting regular portfolio reviews. Offer clients a comprehensive suite of financial products from equity and mutual funds to PMS, AIFs, bonds, insurance, and structured products. Conduct detailed risk profiling and financial planning to ensure every investment strategy aligns with individual goals. Maintain and grow your AUM base through consistent engagement, transparency, and trust. Stay ahead of market trends, global developments, and emerging opportunities...

Responsibilities: * Advice HNIs with Mutual funds investments * Manage HNI client portfolios * Provide financial planning * Execute wealth management strategies Location - Sector 3 Noida Employer contact - Jayant( 7982605331 ) Mobile bill reimbursements Retention bonus Sales incentives Performance bonus Health insurance Travel allowance Job/soft skill training

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): Samid Mirkar 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: 7977105185 Email: samid.mirkar@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 o...

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): Samid Mirkar 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: 7977105185 Email: samid.mirkar@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 o...

Role Overview: We are looking for a motivated and skilled Wealth Manager / RM Pune with 4–5 years of experience in wealth management or financial advisory. The ideal candidate must have strong client acquisition capabilities , experience in managing investment portfolios, and deep knowledge of Mutual Funds, PMS, AIF , and other wealth products. This role focuses on helping clients achieve their financial goals while growing the client base for the organisation. Key Responsibilities 1. Client Acquisition & Relationship Management Independently acquire new HNI / mass-affluent clients. Build and maintain a high-quality client book with strong relationships. Assist clients with investment planni...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Job Description: Branch Dealing 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with NRI/retail/HNI clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, etc) 4) Minimum Graduation 5) Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.ujjwal@gmail.com if you are interested in the mentioned Job Role. you can call also on 6394266681

Trade Execution: Placing equity and derivative orders on behalf of clients. Providing end-to-end advisory services . .Cross selling of third-party investment products (Insurance, MF, PMS, SIP’s, TGS, AIF, Required Candidate profile 2+ Years’ experience in HNI broking Domain Knowledge Equity and derivative markets, Broking and operations, Client risk profiling, Fundamental and technical analysis