2114 Nism Jobs - Page 21

Designation : Relationship Manager - Banking Channel - B2B Location: Bhagalpur Salary - 4 Lacs to 5.50 Lacs Experience Required : 2-10 Years of Experience in AMC, Mutual fund Company Must Have : NISM 5 A Certificate Managing Banks in assigned region

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: 1. Terminal handling 2. Responsible to generate brokerage primarily through advising clients on their equity portfolio. 5x 3. Responsible for generating revenue from Third party product. 0.5x 4. NISM 8 Certification is mandatory. Interested candidates can share there CV to gorre.tharani@motilaloswal.com. You can walk in directly to corporate office. RKJSM Square, 4th floor, Reliance Digital, Near Central, Punjagutta, Hyderabad 500082

Role & responsibilities Executing orders with good speed accurately. Generating leads through existing clients. Maintaining relationship with existing clients. Serving the HNI clients, retail clients and the sub-brokers. Handling queries of risk/limits of online clients. Attending client queries through email, telephone, or walk-in for online account opening, equity, commodity and currency. Calculating commission and entries for the clients. Actively uncovering additional business development opportunities. Interact with internal cross-functional partners to resolve client issues and escalations (Risk, Research, Operations and IT). Preferred candidate profile Minimum Graduates with more than...

Exciting Opportunity in Mutual Fund Industry! We are hiring for the role of Relationship Manager HNI Sales with a leading Mutual Fund Company. Location: Mumbai CTC: Up to 17 LPA Experience: Minimum 4 years in handling HNI clients for Mutual Fund Sales If you have a proven track record of building strong relationships with HNI clients and driving mutual fund sales, we’d love to connect with you. Interested candidates can share resume at sweety.kaushik@upgrad.com or call at 8826983696

Job Description Role & responsibilities 1. Communicating trading calls and investing Ideas to customers. 2. Thorough knowledge of all exchange rules & Regulations. 3. Ability to advise the clients. 4. Cross selling of MF. Preferred candidate profile A. Good spoken and written communication B. listening skills C. Confidence and Presentation skills D. Ability to explain information clearly and simply E. Convincing skills. ************************************************************************************************************************ Interested candidate can share the CV to priyanka.r@sbicapsec.com. ****************************************************************************************...

Urgent Hiring for Team Leader and Executive Profile in AMC Location - Mumbai- Kurla CTC- 4 to 8 Lpa To re-activate and build profitable relations with m. Stock inactive clients. Core Responsibilities * Contact and engage with inactive clients to reactivate them. * Build relationship to generate revenue through MTF book building and broking transactions through advisory. * Own reactivated client relationships to delivered laid business objectives. * Ensure and Improve client contact ratio. * Cros-sell third-party products MF SIP and Portfolio Advisory. * Ensure adherence to SEBI and Asset regulations, risk management protocols, and internal policies.e & responsibilities Intrested candidadate ...

The role is to increase the client base and maximize sales by planning and implementing organizational strategies/activities to achieve the given targets. Responsible for acquiring new customers from the open market and activating inactive clients Required Candidate profile Critical Skills Required: Relationship Management, minimum 5+ years Sales and Relationship Building HNI / UHNI Client Acquisition

Responsibilities: * Manage HNI client portfolios through PMS * Oversee Mutual Funds sales * Drive mutual fund sales and revenue growth * Build and maintain strong relationships with clients

Greetings from Avani consulting we are hiring For the leading AMC Role & responsibilities Key Accountabilities 1. Responsible for Sales for set of IFA mapped to him. 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Broachers), mailers, group meetings with distributor RM/clients of distributors 4. Should be completely updated on the various products and markets situation and scenari...

Job Title: Relationship Executive Location: Secundrabad, Vijayawada Department: Wealth Management / Investment Advisory Employment Type: Full-time About the Role We are looking for enthusiastic and motivated fresh graduates to join our Wealth Management team. you will learn how to understand client financial needs, recommend investment products, and provide high-quality customer service while working alongside experienced advisors. Key Responsibilities Learn and understand various investment products (Mutual Funds, Insurance, FD etc.). Support in preparing financial plans, proposals, and investment presentations. Maintain client databases and ensure timely follow-up. Participate in client me...

Greetings from Avani consulting we are hiring For the leading AMC Role & responsibilities Key Accountabilities 1. Responsible for Sales for set of IFA mapped to him. 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Broachers), mailers, group meetings with distributor RM/clients of distributors 4. Should be completely updated on the various products and markets situation and scenari...

Job Title : RMS Executive Department: Risk Management Industry: Stock Broking Location- Makarba -Ahmedabad Responsibilities: Monitor client trades, margins, and exposure during the day. Check that trading follows SEBI, NSE, and BSE rules. Track daily risk and exposure reports. Close client positions if margin is short. Coordinate with dealers, RMs, and back office for risk alerts. Manage risk for equity, derivatives, and commodities. Prepare daily and weekly risk MIS reports. Approve client trading limits after checking funds. Report any unusual trades or risk issues to seniors. Skills: Knowledge of stock market and risk rules. Understanding of margins (SPAN, VAR, ELM, etc.). Good in MS Exce...

Responsible for gathering assets for investment products such as mutual funds, PMS, Corporate FD, Insurance Responsible for achieving New Business development targets by Inactive/activating new clients. Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines NISM VA (for Mutual Funds), NISM XXI A(for PMS),NISM XIII A(for SIF) IRDA Info.aspiringmantra@gmail.com

Roles & Responsibilities: Acquire, manage, and grow a portfolio of HNI clients (50 Lac+ ticket size) . Responsible for selling & advisory of financial products including: Structured Products, Mutual Funds, PMS, SIPs, AIFs, Insurance, Demat & Trading Accounts . Drive revenue generation and meet defined business targets. Build and nurture long-term relationships with clients through regular interaction and portfolio reviews. Ensure the highest level of service delivery , client satisfaction, and relationship management. Manage and grow a minimum Equity AUM of 30 Cr . Responsible for trading account activation and assisting new clients in understanding equity markets. Cross-sell wealth manageme...

Roles & Responsibilities: Acquire, manage, and grow a portfolio of HNI clients (50 Lac+ ticket size) . Responsible for selling & advisory of financial products including: Structured Products, Mutual Funds, PMS, SIPs, AIFs, Insurance, Demat & Trading Accounts . Drive revenue generation and meet defined business targets. Build and nurture long-term relationships with clients through regular interaction and portfolio reviews. Ensure the highest level of service delivery , client satisfaction, and relationship management. Manage and grow a minimum Equity AUM of 30 Cr . Responsible for trading account activation and assisting new clients in understanding equity markets. Cross-sell wealth manageme...

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 Graduate / Post graduate with knowledge of capital markets NISM Series-V(A) ,XXI (A) ,IRDA Good communication and interpersonal skills Comfortable with Direct sales info.aspiringmantra@gmail.com

Equity sales to all clients with special focus on HNI clients . Acquiring new clients & generate revenues from new clients. Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets Whats up 9318431991 Required Candidate profile Graduate / Post graduate with knowledge of capital markets NISM Series – VIII (Equity derivatives)/Commodity/Mutual Funds Chennai Location info.aspiringmantra@gmail.com Whats up 9318431991

Roles & Responsibilities: • Communicating Intra-day trading calls and investing Ideas to customers. • Monitoring Day to Day operations at the branch. • Maintaining regular relations with clients. • Individually operate NSE / BSE terminals. • Thorough knowledge of all exchange rules, regulations and compliances. • Ability to advise the clients from time to time based on the research calls. • Generating brokerage and volume to the branch. • To Trade on behalf of clients, keeping them informed about rates, research information and market outlook, order & trade details and confirmations. • Identify new streams for revenue and maintain cordial relationship with existing clients. • Developing rela...

Role & responsibilities • 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. Preferred candidate profile Those who have experience in mutual funds sales they can apply Interested candidates can share your cv to hemalatha@avaniconsulting.com Contact Hemalatha-7200031602

Hiring: Virtual Relationship Manager (VRM) Drive revenue with focus on client profitability & portfolio growth Suggest investments as per risk appetite Support decisions via tech-enabled tools Stay updated on market news & financial trends Required Candidate profile Manage 100–150 clients per dealer Department: Digital Business Unit Grade: E1/E2 – Assistant / Deputy Manager Certification: NISM VIII Role Highlights call 9137797705 Hrutika www.hyfly.in

Seeking dynamic professional for client relationship & equity dealing. Responsibilities include trading, client acquisition, cross-sell, compliance & financial planning across MF, Insurance, FD, Bonds, PMS & Wealth Mgmt.

Role & responsibilities To up sell AMC 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 AMC 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. Preferred candidate profile Any Graduate with 5 to 10...

Dear Aspirants, Greetings from Geojit Financial Services Ltd, Job Description Designation: Financial Consultant (Senior Executive/ Assistant Manager/ Manager) Job title - Functional Designation: Sales Department: Branch Reporting to Head: Branch Head Employment Type: Probation -> Permanent Education: Minimum Graduation Experience: Minimum 1 to 5 yrs. Essential Duties and Responsibilities: GENERAL ROLE Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc. ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & prospects Pr...

Responsible for recruitment of Agents through various sources to ensure achievement of business targets for insurance products. For commodity/Equity Advisor.Commodity/Equity Role advising & dealing trading cross selling. whatsapp resume 9819832570 Required Candidate profile Advising & Dealing Exp- on equity, derivatives commoditY Client Handling Experience/Acquisition – HNI/UHNI/Large Client Financial product knowledge/Third party product PMS, IAP, Insurance, PE, MF AIF