900 Nism Jobs - Page 21

Job description Join Dynamic Equity Research Desk of Families office : Role & responsibilities Data Analysis: Build Financial Models. : Follow quarterly and annual earnings reports, financial data, and management commentary to provide timely update to clients. Deliver High-Impact Insights: Create compelling research reports and pitch deck for clients Leverage Cutting-Edge Tools: Use financial databases (e.g., Bloomberg, Ace Equity etc) and data analytics to drive research precision. Dissemination: Share your insights/analysis through social media handles of the organization. Conduct in-depth fundamental analysis of investment proposals. Keep up-to-date knowledge of the industry and related markets being researched. Develop and maintain financial models Conduct comprehensive industry research and analysis. Prepare research reports and presentations. Preferred candidate profile Post Graduation (Any) / NISM level XV. 2 years + experience in equity research with strong educational background Passion for equity markets, financial modelling skills and ability to identify winning investment ideas. Proficiency in data analysis tools like Bloomberg, Ace Equity and financial platforms. Excellent written and verbal communication skills to articulate insights clearly. Sharp analytical skills with a keen eye for details and patterns. Ability to work independently, manage deadlines, and thrive in a fast-paced environment Passion & exposure to manage portfolios, investment baskets etc. will be added advantage Ready to take your research career to the next level? Apply now by sending your resume on Contact No. 8512025450 - (Puneet Verma HR Executive)

Min 5yrs exp Must Haves- NISM Certification in Research Analysis. Knowledge of stock market trends, financial data and industry analysis. Experience in providing analysis, reports and opinions on the stock market for those clients/investors who want to invest in the markets. Experience in Identifying and analyzing trends, forecasting the performance of securities and analyzing reports . Roles and Responsibilities- Work with an independent analytical mindset. Will be engaged in the issuance of research reports and/or research analysis. Should use a mix of fundamental and technical parameters for providing research recommendations and analysis. (Freshers can also be considered)

Must Haves – 5+ years of experience as a Principal Officer in activities relating to advice in financial products or securities or funds or asset or portfolio management Post-graduate degree or post graduate diploma in finance, accountancy, business management, commerce, economics, capital market, banking, insurance or actuarial science OR Post Graduate Program in the Securities Market (Investment Advisory) from NISM of a duration not less than one year OR Professional qualification by obtaining a CFA Charter from the CFA Institute. Active NISM Certification on financial planning or fund or asset or portfolio management or investment advisory services Ability to work effectively with diverse teams and stakeholders, fostering collaboration and synergy. Roles and responsibilities- Providing strategic direction and vision for the organization, aligning with its mission, goals, and objectives. Overseeing financial planning, budgeting, and reporting processes, monitoring financial performance, and managing resources effectively. Provide investment advice to clients in line with SEBI regulations. Responsible for all compliance matters and communications with SEBI.

Acquiring, Deepening and Retaining HNI UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Portfolio Management Services Sales of equity and related products, cross selling of other financial products Regular client meetings Required Candidate profile Gradate with 3-4 Yrs experience in Stock Broking Co Strong product knowledge of capital market. Excellent communication skills NISM Certificate info.aspiringmmantra@gmail.com What's Up 9318431991

Walk- in Interview for Freshers || Financial Analyst Date-9th to 11th April 2025 Time- 11:00 am to 2:00 pm HR Reference- Janhavi Ghete Address- 3rd Floor, K Raheja Mindspace, Building # 11, Plot #3, Thane - Belapur Rd, TTC Industrial Area, Airoli, Navi Mumbai, Maharashtra 400708 The Analyst will work on back-office and middle-office processes for financial institutions, handling various stages of the client/product lifecycle across KYC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate actions, tax operations, and more. Responsibilities also include data capture, cataloging, data processing, system inputs and updates, reconciliations, settlements, and fund transfers. The role involves preparing reports using MS Excel and may require external interaction with agents/counterparties/clients to resolve process-related queries and discrepancies via phone or email. Key responsibilities include: Identifying and escalating risks, promptly reporting outstanding issues to clients. Performing various trade support activities across the Trade Lifecycle, such as Trade Confirmation matching, Trade Pre-Settlements support, Front office to back-office reconciliation of trade positions, report generation, and settlements of cash flows from trading events (e.g., Interest or Premium). Handling operations of Syndicated Loans and Corporate action setup and operations. Managing other capital market operational tasks beyond Trade Lifecycle support, including Reference Data support and Regulatory reporting (Swaps Data Repository, SDR, Know Your Customer (KYC), various front-office and back-office reconciliations). Learning and mastering various financial products, including Equity Securities and Derivatives, Interest Rates Swaps, FX Spot, Options, Futures, Credit Derivatives Swaps, Commodities Derivatives, and Fixed Income products (e.g., Corporate and Treasury Bonds). Qualification and Skills: Bachelors Degree (B.Com, BBA, BBM, BCA) / Masters Degree (M.Com, MBA, PGDM). 0 to 2 years of experience in investment banking operations involving projects, people, process, and client management. Basic knowledge of finance, trade lifecycle, investment banking, and derivatives. Strong logical and quantitative abilities to derive insights from data. Excellent time management skills and ability to resolve issues promptly. Proficiency in planning, organizing, and time management.

In this role, you would be responsible for Managing business through channels like IFAs (Individual Financial Advisors), Banks & National Distributors and increase AUM.

Acquiring new clients & providing advice on financial investments by selling Mutual Funds & Insurance. Maintaining existing/new clients for improving our market share. Required Candidate profile Must have NISM-5 certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds & Insurance sales, Financial Services - Asset Management. Perks and benefits Salary shall be commensurate in accordance to AUM

Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate NISM 8, 5A, IRDA Min 4+ Years of experience is Mandatory Regards, Prashant Ghusale HR - HDFC Securities Ltd 9890442104

Greetings from Avani consulting we are hiring for leading broking firm Role & responsibilities Responsible for gathering assets for investment productssuch 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Preferred candidate profile Strong communication & written skills Fluency in local language is an added advantage. Excellent interpersonalskills and must be a team player. Must be process oriented and must be willing to learn and adapt. Highly self motivated Graduate in any stream with basic knowledge of financial markets across different product lines. 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) 3. Insurance Corporate Agency License (SP Certificate) (for Insurance) 4. NISM XIII A (for SIF) Interested candidtaes share your cv in Mail or WhatsApp Mail anusha@avaniconsulting.com WhatsApp 9003875895

Graduate freshers 2023 Passouts with all results may apply Fluent English is a must Should be comfortable working in rotational day shifts (8 am - 5 pm,10 am - 7pm &11 am to 8 pm) Call now on 7738521154, 8080126356 HR Trupti www.hyfly.in Required Candidate profile Salary 13500 to 22500 in hand (as per Exp in BPO industry - if handled BFSI customer service process will be an added advantage) Answer inbound calls and assist customer with their Queries/Request Perks and benefits Medical Allowance + Performance based Incentives

Experience- 7 to 15 Job location Pune/ Mumbai all Annual offered salary 7 L acs to 19.0LacJob description Role & responsibilities Relationship ManagerResponsibilities:- 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 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. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual FundsPreferred candidate profilewell experienced with mutual funds, managing portfolios , HNI clients Interested one can send their updated resume at- aanchal@avaniconsulting.com What's app and call - 9917283370

Role & responsibilities Position: Wealth Manager Job Description: Dealing with HNI /Retail Clients . Cross Sell the products . 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 leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Interested candidate can share their profiles at sonam.singh@bajajcapital.com

Experience- 7 to 15 Job location Pune/ Mumbai all Annual offered salary 7 L acs to 19.0LacJob description Role & responsibilities Relationship ManagerResponsibilities:- 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 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. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual FundsPreferred candidate profilewell experienced with mutual funds, managing portfolios , HNI clients Interested one can send their updated resume at- Priya@avaniconsulting.comWhat's app and call - 9572355460

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

Greetings from avani Consultancy ! Role & responsibilities Responsible for gathering assets for investment productssuch 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. Preferred candidate profile well experienced with mutual funds, managing portfolios , PMS, AIF. drop resume - 9949101406 / uttam@avaniconsulting,com (WhatsApp/mail)

Hi, SBI Securities is hiring for Quality Analyst Role in Udaipur & Jodhpur. CTC: Upto 5lpa Designation: Quality Analyst Key Deliverables / Accountabilities- 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. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization 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 report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Competencies Required- 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 Essential Educational & Experience Qualification- A. Graduation / MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Interested candidate can share cv at tulsi.karki@sbicapsec.com or whatsapp on my no. Please call between 10-5pm mon. to fri. Thanks, Tulsi- HR 8290141000 SBI Securities

We are seeking a motivated and experienced #Relationship_Manager & Sales Manager specializing in Equity to join our team in Delhi (Pitampura / Karol Bagh) Requirements: Minimum 1 year of experience in equity markets. NISM certification is mandatory. Ability to analyze financial data and market trends. Proactive and client-focused attitude. Job Description: Acquire New Clients / Franchisee # Responsible to generate brokerage primarily through advising clients on their equity portfolio # Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business # Will need to be constantly updated with the market knowledge # Ensure all the activities are in adherence as per compliance and risk. # Keeping the clients updated on their orders # Crossing selling third party products like Mutual fund, SIP, and PMS # Candidate should have good communication skill Interested candidates Connect with me at neha.karn@nirmalbang.com Contact: +91-8454800958 | (L) 011-41320715 Regards, Neha Karn Senior Executive - HR Nirmal Bang Securities Private Limited 10185A, Mezzanine Floor, Arya Samaj Road Karol Bagh, New Delhi-110005 neha.karn@nirmalbang.com| www.nirmalbang.com Join us in shaping the future of finance!

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

ICICI Process is hiring for the Customer Service Executive. Post: Customer Service Executive / Customer Support Executive Process:- (Chat/Voice Process) Note:- Work From Office. Salary :- 1.80 Lack CTC to 3.50 Lack CTC Fresher Can Apply Language Mandatory:- Hindi & English Communication. Roles and Responsibilities This is a premium Voice/Chat process for enterprise business (Customer Service) Graduate Fresher & experience ( Chat/ Voice Customer service Exp ) can apply. Flexible to work in any shift Rotational . Working days 6 days working. Candidate should be Ok with Rotational Offs . Ok with travelling on their own and should be ok even if Sunday is not a fixed Off / Week off. Note:- 6 days Working and 1 Week Rotational Off Cab Facility available

Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report Preferred candidate profile Any Graduate. Min 3+ Years of experience in equity markets is Mandatory NISM 8, 5A IRDA. Immediate Joiner preferred. Job Location - Pune Aundh. Regards, Prashant Ghusale 9890442104 HR - HDFC Securities Ltd.

Role & responsibilities Monitoring subscription transactions (High Value, Un-posted & refunds) & Highlighting exceptions to CAMS and PAN level branches on time Coordinating with Branches, CAMS, and other concerned units for any discrepancies while processing the transactions Ensuring minimum rejections by managing exceptions and timely refunds for all rejected purchases Managing redemption, collection, switch reconciliation on daily and monthly basis. Ensuring Liquid & Non-liquid transactions posting controls Manage NFO process & ensure compliance checks for NFO. Reconciliation of purchase transactions with respective bank credits. Preferred candidate profile Graduate MS Office Mutual Fund Experience

Looking for an experienced Equity & Commodity Dealer (2-3 years) to manage high-volume trades and HNI clients. Must excel under pressure, analyze market trends, and ensure timely trade execution. NISM VIII certification is mandatory. Annual bonus Health insurance

Designation - Branch Manager Location - Bilaspur Ctc - Upto 8 Lacs Experience - Minimum 7 yrs experience in AMC Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel, Banking Channel & NDs

Role Overview: As a Relationship Manager Dealer, you will be responsible for acquiring and managing clients in the equity and derivatives segments, executing trades, and providing personalized investment advice. Your role will involve leveraging algorithmic trading tools and strategies to enhance client portfolios and ensure compliance with regulatory standards. Role & responsibilities Client Acquisition & Onboarding Identify and acquire new clients through various channels, including referrals, cold calling, and networking events. Onboard clients by assisting them in opening Demat and trading accounts, ensuring a smooth and efficient process Relationship Management Develop and maintain long-term relationships with clients by providing personalized investment advice and solutions. Regularly interact with clients to understand their financial goals and risk tolerance, offering tailored strategies. Trading Execution & Advisory Execute trades on behalf of clients in the equity and derivatives markets, ensuring timely and accurate transactions. Advise clients on market trends, investment opportunities, and portfolio adjustments. Algorithmic Trading Support Educate clients on algorithmic trading platforms and assist in the creation and modification of customer-defined algo strategies using zero-code tools. Collaborate with third-party vendors to provide strategy solutions and relevant algo trading opportunities Compliance & Risk Management Ensure all trading activities comply with SEBI regulations and internal policies. Monitor client portfolios for risk and performance, providing timely updates and adjustments as needed Sales & Business Development Achieve and exceed sales targets by promoting and selling stock broking products such as Demat accounts, mutual funds, and bonds. Conduct marketing, sales, and brand-building activities to attract new customers. Preferred candidate profile Bachelors degree in Finance, Economics, Business Administration, or a related field. Postgraduate degree like an MBA (Finance) is preferred. NISM Series VIII (Derivatives segment) certification is mandatory. Strong knowledge of technical analysis and trading strategies. Familiarity with algorithmic trading platforms and zero-code strategy tools. Minimum 4 to 5 years relevant experience required.

Trading on behalf of the clients, Placing Order on terminal. * Responsible for Cross sell LI/ GI/ MF etc. * Building relationships with clients & educating them about Investments * Client meetings and bank branch visits. Required Candidate profile Required Candidate profile * Must be graduate in any. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must NISM 8 certification. * Good Communication Skill