2114 Nism Jobs - Page 22

Role & responsibilities : Equity sales to all clients of the branch, with special focus on HNI clients. • Revenue generation from equity, commodity & equity products to meet the branch's overall equity broking targets. • Generating Net interest income through Margin trade funding (MTF) as per assigned targets • Asset gathering through Advisory products, Investiger, IPO, ETF, etc. • Acquiring new clients & generating revenues from new clients. • Responsible for activation of trading accounts of clients, assisting new entrants in the equity market to understand the dynamics of the market • Help customers execute trades online and place orders on behalf of customers. • Confirming orders and tra...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science.We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very to...

About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science.We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very to...

Intern - Wealth Management - Noida Location - 6 no's 1. Knowledge about Capital Market, Mutual Fund, Mergers and Acquisitions Advisory, and Financial Restructuring Advisory 2. Identify new investment trends and opportunities 3. Learning about Equity, Capital Markets & Research related 4. Work closely with Internal Departments 5. Assess the performance of Stocks, Investments & Bonds Intern Duration: 3 to 6 months Batch will start from 30th September' 2025 (Tuesday) Qualification: MBA in any discipline (Fresher only) Location: Noida Stipend: Rs. 4,000/- to 5,000.00 per month Note: * Direct Interview (No Virtual Interview) * Work from Office Only * Only Immediate Joiners shall apply Interested ...

Role & responsibilities Execute buy/sell trades for clients in Equity & Derivatives segments. Provide real-time trading support and market insights. Maintain client relationships to increase trading volumes and revenue. Cross-sell financial products and achieve targets & compliance standards. Third Part Products- open Demat accounts. Preferred candidate profile Graduate/Postgraduate in Finance, Commerce, Business, or Economics. NISM Series VIII Equity Derivatives certification mandatory. Strong knowledge of capital markets and trading platforms. Excellent communication, analytical, and client-handling skills.

Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls...

Key Responsibilities Execute buy/sell orders for clients on equity markets with accuracy and speed. Assist clients in opening and managing Demat and trading accounts. Provide market updates, stock recommendations (as per compliance), and portfolio insights. Monitor client positions and risk to ensure adherence to risk management guidelines. Ensure compliance with regulatory policies and maintain proper documentation. Build and maintain strong client relationships to increase trading volumes. Requirements NISM Series VIII (Equity Derivatives) certification Mandatory. Bachelor’s degree in Finance, Commerce, or related fields. 1–3 years of experience as an Equity Dealer or in a similar broking ...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

Job Title: Equity Dealer|| 5Days working - On Role Direct Responsibilities: Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Gi...

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct 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. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

Execution of trades for clients in equity, derivatives. Manage clients portfolio Provide regular updates to clients regarding market changes Handling Customers Query and solve it Stay updated of the market news, financial trends Ensuring compliance Required Candidate profile knowledge of equity and derivatives market. nism derivaties certification hindi and english speaking good trade execuion speed ms excel & word basic knowledge is mandatory prior experience in dealing

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

Roles and Responsibilities Manage equity advisory services, including portfolio management, brokerage generation, and equity settlement. Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading. Prepare reports using Excel and PowerPoint to present findings and recommendations to clients. Ensure compliance with regulatory requirements by adhering to NRI guidelines. Accurate and timely execution of orders on terminal. Revenue generation and activation of inactive clients Managing client portfolio and solving client queries. Overall achieving business targets and enhancing client relationships. NISM ...

Bajaj Capital Ltd is currently hiring for / . minimum of of experience in Direct sales 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 and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual F...

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 y all banking facilities Call 9082104424 Harpreet 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

Top Banking Co-Nahur Hiring Outbound Sales (10 openings) Salary: 15.5k – 24.5k (in-hand) Shift: 10 AM – 6:30 PM | Fixed Offs: 1st, 2nd, 3rd Sat OFF Requirement: HSC + BPO Exp. only (No Freshers) Call Hrutika – 9137797705 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.

- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@gmail.com

Company Overview NJ Macson NJ Macson, headquartered in Chennai, has been a trusted financial advisory partner for over a decade. Led by a team of seasoned bankers, accountants, and financial experts, we specialize in Corporate Finance, Legal Services, Auditing, Investment Banking, Insurance, and Private Wealth Management. Our Family Office services are tailored to manage the assets, legacy, and aspirations of our clients while prioritizing confidentiality, financial wellness, and long-term growth. We pride ourselves on delivering unbiased, high-return investment solutions tailored to the unique needs of HNI and UHNI clients. Position: VP / AVP / Manager PCG (Private Client Group) Advisory Lo...

Requirements: - A Marketing specialist is a professional responsible for establishing and maintaining strong relationships with clients or customers on behalf of a company or financial institution. The primary goal of the role is to foster positive interactions, understand the needs and preferences of clients, and offer tailored solutions to enhance client satisfaction and retention. Roles & Responsibilities Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential. Managing the existing mapped franchisee his territory and ensuring the Business Development of all the new develop franchisees. Actively engage with clie...

Execution of trades for clients in equity, derivatives. Manage clients portfolio Provide regular updates to clients regarding market changes Handling Customers Query and solve it Stay updated of the market news, financial trends Ensuring compliance

Job Title: Relationship Manager About Choice Equity Broking Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial problems and bridging gaps for individuals, institutions and governments. For past 31 years we are committed to help our clients achieve their financial aspirations and promote value creation for society. Role Overview We are seeking a proactive, client-focused Relationship Manager to manage and grow relationships with existing and new clients across Demat services, Mutual Funds, Insurance, and Loans. The RM will be the primary point of contact, providing financial guidance, onboarding new clients, validating KYC/compliance, an...

Dear Candidate, Greetings From"APEX SERVICES" Department: Brooking Channel Designation: Branch Dealer Years of Exp: 1 to 10 yrs CTC- up to- 7 lpa Roles: Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/medium term. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To maintain a synergistic relationship with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Respons...

We are hiring for branch head in Mumbai, Ahmedabad ,Surat and Kolkata ,for more details please connect with me on hr@numericinfosystem.com .

About the Role As a Tele Relationship Manager (Tele RM) in InsuranceDekhos Financial Services division, you will play a pivotal role in managing and enabling Mutual Fund Distributors (MFDs) across India. You will be responsible for deepening distributor relationships, driving AUM growth, supporting onboarding, and enabling client advisory processes. You will serve as the primary point of contact for MFDs, working closely with internal product, training, and product teams to ensure distributor success. Key Responsibilities Distributor Engagement & AUM Growth Manage a portfolio of active MFDs and drive mutual fund sales through them. Regularly engage with MFDs via calls and digital platforms t...