2114 Nism Jobs - Page 24

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...

KEY RESPONSIBILITIES Trading & Execution: Execute equity, commodity, and derivatives trades with accuracy and efficiency. Handle high-volume trading, including DTC (Delivery Trading Contract), MTF (Margin Trading Facility), and MF (Mutual Fund) transactions. Operate and monitor Algo Trading systems; ensure timely execution of automated strategies. Client Management: Provide real-time support and information to clients regarding trades, markets, and portfolio positions. Coordinate with Relationship Managers and Sales teams for client servicing. Guide clients on MTF limits, fund requirements, and investment opportunities. Reporting & Coordination: Generate reports on client trading behavior, v...

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...

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 NSB and TPP Cross sell

Greetings for the day!! ICICI Securities is hiring for Equity Relationship Manager- Online Activation Group role for Bangalore and Kolkata location. If interested, kindly share your cv on sejal.ghadge@ext.icicisecurities.com Equity Relationship Manager- Online Activation Group Key Responsibilities: To activate the non-traded customers who had opened the account with ICICIdirect.com but still not activated the account. To re-activate STOP traders who once traded with ICICIdirect.com but now stopped trading. To provide full demo of the website with all research calls while activating these non-trading and stop traded clients. To cross sell other products of the company to increase revenues whi...

Greetings for the day!! ICICI Securities is hiring for the role of Relationship Manager across multiple locations. Location – Chennai, Bangalore, Ahmedabad If interested, kindly share your cv on sejal.ghadge@ext.icicisecurities.com Relationship Manager Key Responsibilities: To be involved into relationship building and management with the customer for sales and services of financial products of ICICI group (E.g., Online Trading Account, Client Activation and Retention, Mutual Funds, Investment Advisory, Wealth Management) To manage assigned client base through virtual/client visits and provide financial / investment advisory, develop new relations through referencing and other sources To gen...

Job Description Operations Executive (Mutual Fund Operations / Investment Support) Location: Gurugram, Sector 49, Sohna Road Experience: 02 years in Mutual Fund / RTA Operations preferred About the Role Our Operations team ensures that every clients investment journey is smooth, accurate, and timely. As an Operations Executive, you will play a critical role in supporting Relationship Managers and handling backend processes for client investments. This role is strictly for candidates with prior exposure to Mutual Fund Operations / RTA Operations (CAMS, KFintech, Karvy, etc.). Please apply only if you meet this requirement. Key Responsibilities 1. Transaction Processing Timely and accurate pro...

Payroll-Bank Des-Phone Banking Process-Inbound Salary-3.5 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 9773553319 Simran 9022157571 Shweta 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.

Job description: (Including key responsibilities, deliverables) 1. Maximize New Customer Acquisition Drive the acquisition of M52/Prime customers mapped through ICICI Bank PBG RMs and Wealth RMs across branches. 2. Achieve Business Targets Take ownership of key metrics, including new client acquisition numbers, revenue generation, and activation. 3. Engage with Large Clients Conduct client meetings to convert high-potential leads and support branch teams in achieving their equity-related goals. 4. Trade Activation Ensure maximum trade activation among acquired clients to drive engagement and revenue. 5. Focus on High-Value Prime Plans Maximize conversions to High-Value Prime plans from the t...

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 I dentify 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 clients, ...

Role & responsibilities Client Advisory : Guide clients on buying, selling, or holding stocks and equity-related products. Portfolio Management Support : Suggest asset allocation strategies based on risk appetite, goals, and market conditions. Cross-Selling : Often involved in offering related products like mutual funds, SIPs, IPOs, bonds, and insurance.

Acquire new clients and open Demat accounts. Advise clients on mutual funds & insurance as per their financial goals. Maintain strong client relationships & provide after-sales service. Achieve sales and revenue targets. Sales incentives

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such 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 INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Greetings from Avani consulting ! We are hiring for leading share market Equity dealer role Locations: Bangalore, Hyderabad Mumbai Interested candiates go through with the below job description and share resume in whatsapp /mail - UTTAM - 9949101406 Role & responsibilities Minimum 1 Year experience required. Job Description: Trading on behalf of the clients Building relationships with clients & educating them about Investments Client Acquisition, Acquire new clients per month and cross selling of 3rd party products (MF, Insurance, SIP etc.) Client meetings. Candidate Profile: Graduation with NISM 8 certification (Equity & derivatives), Stock Market knowledge is mandatory. Should possess good...

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

Certification: NISM – 8 (Mandatory) Key Responsibilities: Punching client orders on the trading terminal Generating maximum brokerage revenue (10x – 12x of their salary) Good market knowledge with the ability to cross-sell MTF & NFOs

Role & responsibilities:- - Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers. - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet - Generating Incremental Business. - Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. - Increase CASA balance in allocated portfolio either through Deepening or Acquisition. ...

Job Title: Investment Advisor – Mutual Funds & Cross Sales Location: Airoli 5 Days Working | 2 Days Rotational Off Upselling and cross-selling. Graduation is mandatory. NISM - XA/XB or VA/VB. BFSI Sales (Banking, Financial Services, Insurance) Required Candidate profile NISM Certificate with any graduation mandate

Delivering sessions on Advanced Technical & Fundamental Analysis Teaching Futures, Options, and Derivatives Strategies Mentoring students on Risk Management & Trading Psychology Designing structured Curriculum & Training Plans

You will be responsible for managing PCG sales, sales traders, Sales Manager team and branch operations .

Role & responsibilities Acquire new clients and build strong customer relationships. Retain and service existing clients with high-priority support. Understand client needs and provide suitable investment advice. Cross-sell and promote company products (Equity, Mutual Funds, PMS, Derivatives, Bonds, etc.). Achieve revenue, AUM, and business growth targets. Preferred candidate profile 2-5 years experience in wealth management/financial services. Strong knowledge of investment products. Proven skills in client acquisition & relationship management. Excellent communication & target-driven approach.

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...

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...

Job Description - Execute equity and derivative trades on various stock exchanges (NSE, BSE, MCX) on behalf of clients promptly and accurately. Should know how to trade on ODIN.

Role & responsibilities Dealing with HNI and Ultra HNI Clients Cross Sell the products PMS ,AIF, Mutual Fund ,Life Insurance ,HL ,GL Etc 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 va...