900 Nism Jobs - Page 25

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). 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.

Shift Timings - Fixed EMEA & 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 offers an excellent opportunity for career growth and development in the financial services sector. Key Responsibilities: Conduct inter-system reconciliation and ensure accurate fund allocation for transactions Collaborate with agents, counterparties, and clients to resolve queries and discrepancies promptly Handle various stages of financial product life cycles, including KYC, reference data management, and document capture Timely escalation of outstanding issues to clients Preparation of internal and client reports as per process requirements Basic Requirements: Detail-oriented with the ability to manage tight deadlines Strong English communication skills Proficiency in MS Office suite Excellent analytical and logical reasoning skills Basic understanding of finance Willingness to work in a fixed night shift Assessment Rounds: Screening Aptitude Test: Quantitative (Maths), Logical reasoning, and English + Voice HR Interview Operation Interview Eligibility Criteria: Candidates residing between Kurla and Ulhasnagar (Central line) are eligible to apply. Candidates residing between Kurla and Panvel (Harbour line) are eligible to apply. Candidates residing in Western line between Santacruz to Andheri can apply. Can apply if comfortable with relocation: Taloja, Sion, Ambivali, Uran, Ulwe, Navale, Diva, Mumbra, Wadala, Mira Road, Bhayandar, Badlapur, etc. MBA pursuing candidates are not eligible. Commerce freshers are welcome to apply, provided they possess all hardcopy graduation marksheets and passing certificates. No rotational shifts. CFA, CMA,CA,CS pursuing candidates not eligible. B.E., B.Sc., and B.A. candidates are eligible if they have deep knowledge about Finance & Investment Banking. A cooling period of 3 months applies for reapplying if previously unsuccessful. Candidates must be comfortable with WFO (Work From Office) and double vaccinated. Comfort with night shifts and a 1-year training agreement are necessary. Male candidates must be comfortable with fixed night shifts. Preference for candidates without an active PF account. Example of Shift timings: 2 pm- 11 pm, 6:30 pm- 3:30 am/ 7:30 pm- 4:30 am (as per business). Venue: eClerx Services Ltd. Building # 11, 2nd Floor, (3rd by lift) Recruitment Bay, K Raheja Mindspace, Plot #3, TTC Industrial Area, Thane Belapur Road, Airoli, Navi Mumbai 400708.

Dear Candidate, We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios. Interested Candidates, can share resume to whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Kindly go through the JD below Role & responsibilities CEC - customer engagement Channel - Relationship Manager B2C Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database by AMC , 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 Funds Preferred candidate profile experienced with mutual funds, managing portfolios , HNI clients Interested Candidates, can share resume to In whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Call/text - 9892371246 - for details/for referrence

Relationship Manager Location - Solan & Kangra Role & responsibilities Retail Sales Execution Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Achieving sales targets and increasing market share of branch vis a vis industry. Distributor Empanelment & Engagement Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Managing and maximizing business from Client Relationships through prompt service. Reporting and compliance Ensures 100% compliance with internal reporting & audit systems Provides weekly reports to BM, Regional Heads and Channel Heads Updates sales portal with requisite information to facilitate information collation and analysis Undertakes installation of advertising and publicity materials for brand visibility Knowledge & Know How Candidate is expected to have general understanding of market knowledge & macroeconomics. Broad understanding of financial products & investment options Complete understanding of mutual fund industry and type of products AMC offers Fundamentals of financial planning Sound knowledge on investment planning Basic understanding of regulatory framework Basic excel Interested candidate can share their profile at Vishwajeet.Kaushik@adityabirlacapital.com

Dear Candidate, We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios. Interested Candidates, can share resume to whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Kindly go through the JD below Role & responsibilities CEC - customer engagement Channel - Relationship Manager B2C Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database by AMC , 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 Funds Preferred candidate profile experienced with mutual funds, managing portfolios , HNI clients Interested Candidates, can share resume to In whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Call/text - 9892371246 - for details/for referrence

Relationship Manager Location - Ajmer Role & responsibilities Retail Sales Execution Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Achieving sales targets and increasing market share of branch vis a vis industry. Distributor Empanelment & Engagement Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Managing and maximizing business from Client Relationships through prompt service. Reporting and compliance Ensures 100% compliance with internal reporting & audit systems Provides weekly reports to BM, Regional Heads and Channel Heads Updates sales portal with requisite information to facilitate information collation and analysis Undertakes installation of advertising and publicity materials for brand visibility Knowledge & Know How Candidate is expected to have general understanding of market knowledge & macroeconomics. Broad understanding of financial products & investment options Complete understanding of mutual fund industry and type of products AMC offers Fundamentals of financial planning Sound knowledge on investment planning Basic understanding of regulatory framework Basic excel Interested candidate can share their profile at Vishwajeet.Kaushik@adityabirlacapital.com

Mega Drive for Sales Executive/ Sr. Sales Executive/Mutual Fund Sales Locations - Bangalore, Chennai, Hubli ctc - 2.5 to 6.5 lacs Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Required Candidate profile Managing portfolio of clients and mutual fund sales Contact Anitha on 9869504403 or Email on qrn.anitha@gmail.com

1. Seeking a Sales Manager with 5+ years in the stock market and 3+ years of team handling. 2. Strong knowledge of NSE, BSE, MCX, MF. 3. Expertise in lead/revenue generation, client relationship management, query resolution, and performance tracking Required Candidate profile Candidates with strong finance knowledge are highly preferred Immediate joiners will be given priority Attractive salary with performance-based incentives NISM certification will be an added advantage

JD- Equity Dealer - Responsible to generate brokerage primarily through advising clients on their equity portfolio - Focus on generating new business. - Crosselling will be there TPP (Insurance,MF,SIP)

Globe Capital is hiring for Relationship Manager / Wealth Manager / Sales Manager (Equity). Industry : Broking Functional Area : Financial Services Salary : No Bar for the right Candidate. Location : Mumbai( Goregaon / Thane Job Description:- Relationship Manager / Wealth Manager / Sales Manager Maintaining the relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Generate revenues and AUM for the company as per the expectation. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. NISM 8 certificate is mandatory

Opening for Branch Manager in Stock Market Company Location-Bangalore, Chennai, Hubli, Margoa, Gadag Experience 4.5 years and above in stock market CTC 4.5 to 8 laks NISM or Senior Dealers ,or senior RM will be preferred Role: Branch Manager Required Candidate profile Responsibilities – Managing Branch as a Profit Center by revenue generation. Managing the team of relationship managers, dealers and ensure the issues of staff are resolved Contact QRN on 9869504403

- 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@yahoo.com

We are hiring for Equity Dealer. Equity Dealer/Advisor Key Job Responsibilities - 1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. 2. Review relationship incase of existing clients and increase revenue through them 3. Obtain minimum five client references from existing and new clients for business expansion 4. Client Servicing based on research and back office inputs 5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) 6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer queries Preferred candidate profile - Only from Broking Perks and benefits - Best Incentive in Industry Interested Candidates can share their resumes@ Divyakalyanwat@rathi.com/8306147406 and can also refer your friend/Colleagues as well

(Mention HR Harsh on CV ) Shift Timings - Fixed EMEA & 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. If experienced then candidate should have all the documents of previous organisation. HR Reference (Mention on the CV): Harsh Bhadra 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: 8692988070 Email: harsh.bhadra.c@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 offers an excellent opportunity for career growth and development in the financial services sector. Key Responsibilities: Conduct inter-system reconciliation and ensure accurate fund allocation for transactions Collaborate with agents, counterparties, and clients to resolve queries and discrepancies promptly Handle various stages of financial product life cycles, including KYC, reference data management, and document capture Timely escalation of outstanding issues to clients Preparation of internal and client reports as per process requirements Basic Requirements: Detail-oriented with the ability to manage tight deadlines Strong English communication skills Proficiency in MS Office suite Excellent analytical and logical reasoning skills Basic understanding of finance Willingness to work in a fixed night shift Assessment Rounds: Screening Aptitude Test: Quantitative (Maths), Logical reasoning, and English + Voice HR Interview Operation Interview Eligibility Criteria: Candidates residing between Kurla and Ulhasnagar (Central line) are eligible to apply. Candidates residing between Kurla and Panvel (Harbour line) are eligible to apply. Candidates residing in Western line between Santacruz to Andheri can apply. Can apply if comfortable with relocation: Taloja, Sion, Ambivali, Uran, Ulwe, Navale, Diva, Mumbra, Wadala, Mira Road, Bhayandar, Badlapur, etc. MBA pursuing candidates are not eligible. Commerce freshers are welcome to apply, provided they possess all hardcopy graduation marksheets and passing certificates. No rotational shifts. CFA, CMA,CA,CS pursuing candidates not eligible. B.E., B.Sc., and B.A. candidates are eligible if they have deep knowledge about Finance & Investment Banking. A cooling period of 3 months applies for reapplying if previously unsuccessful. Candidates must be comfortable with WFO (Work From Office). Comfort with night shifts and a 1-year training agreement are necessary. Male candidates must be comfortable with fixed night shifts. Preference for candidates without an active PF account. Example of Shift timings: 2 pm- 11 pm, 6:30 pm- 3:30 am/ 7:30 pm- 4:30 am (as per business). Salary best in the market. Venue: eClerx Services Ltd. Building # 11, 2nd Floor, (3rd by lift) Recruitment Bay, K Raheja Mindspace, Plot #3, TTC Industrial Area, Thane Belapur Road, Airoli, Navi Mumbai 400708. For more details contact HR Harsh at 8692988070

Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office

As the Senior Trainer , you will be responsible for designing, developing, and delivering high-quality training programs for aspiring and existing MFDs. You will also serve as the face of our LMS, hosting webinars, podcasts, and online workshops to establish our platform as the go-to learning hub for MFDs. Responsibilities: LMS Course Management: Take full ownership of the LMS, ensuring all courses are up to date, relevant, and impactful. Develop and refine course content, including NISM V-A training, sales and marketing techniques, client management, and financial advisory strategies. Work with subject matter experts to create new modules that cater to industry trends and MFD best practices. Oversee the quality and effectiveness of learning materials, ensuring high engagement and comprehension. Collaborate with tech teams to enhance the LMS experience for learners. Training Delivery Engagement: Conduct live and recorded training sessions, workshops, and masterclasses for learners at different stages of their MFD journey. Design engaging quizzes, case studies, and assignments to enhance learning outcomes. Provide mentorship and support to learners, addressing their queries and guiding them toward MFD success. Thought Leadership Brand Building: Serve as the primary spokesperson for our LMS through webinars, podcasts, and video content . Develop and deliver insightful content on industry trends, regulatory updates, and best practices in mutual fund distribution. Represent the company at industry conferences, panel discussions, and networking events. Work with the marketing team to create compelling content for social media, blogs, and newsletters. Requirements: 3+ years of experience in the Mutual Fund industry, preferably in training, distribution, or advisory roles. Strong knowledge of NISM certifications, regulatory frameworks, and industry best practices. Exceptional communication and presentation skills, with the ability to simplify complex financial concepts. Experience in developing and delivering online courses or LMS-based training is a plus. Comfortable with public speaking, hosting webinars, and appearing on digital platforms. Passion for educating and mentoring aspiring professionals in the financial industry. Fluent communication in Hindi and English Compensation: The offered compensation package will be based on the candidate s prior experience and current Cost to Company (CTC) Why Join Us Shape the Future of Finance: Be part of a pioneering fintech company thats redefining the industry. Collaborate with Brilliant Minds: Work alongside a talented and passionate team. Accelerate Your Career: Gain invaluable experience and opportunities for professional growth.

Experience : Minimum 2 years of Mutual Funds Operations experience in AMC(Mutual Funds Company) All the operational activities of the branch. Qualification : Graduation / MBA Certificate : NISM 5A Certified Ctc : Upto 5 Lacs Location : Begusarai

Equity dealer required at chandigarh Qualification- Any graduate Exp- min 3 yrs salary- upto 70k NISM- equity cleared and valid required Location- Chandigarh , Ambala Note:- 5 days working Wtsapp me resume at 8295842337- Mr. Bansal

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). 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 can share CV to vinith.yadav@branch.sharekhan.com or Watsapp- 7338112258

1) Business Acumen a. Expert - Servicing existing PMS clients. -Build a good rapport with them by providing market information & current portfolio status. -Cross selling of Insurance, PMS and other Private equity products. -Ability to learn and be updated in line with the capital markets and current affairs. -Achieving desired sales targets. -Having strong analytical & communication skills. 2) Desired Skill Sets a. Expert Ability to inspire trust and confidence in clients. Ability to engage clients in meaningful conversations about their finances and take active interest in their financial wellbeing. A thorough understanding of financial markets, their behaviour, movements and expectations with respect to market. Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients. Good oral and written communication skills with clarity of thought, speech and expression. Good interpersonal skills. Good Analytical Skills. 3) General Competencies Positive attitude, socially effective, high level of perseverance and patience. Assertive & hard working. Result oriented. Role Requirements Educational Qualifications: Any MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like NISM 8 Series will be an advantage. Experience: Minimum 1 year of experience into trading & terminal operation.

About NJ Group: NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products distributor network, asset management, real estate, insurance broking, training & development and technology. Our rich experience in financial services, combined with executional capabilities and strong process & system orientation, has enabled us to shape a rising growth trajectory in our businesses. Product ranges are MF, Insurance, Realty, Information Technology, Loan Against Security, FMCG etc. NJ Group is based out of Surat in Gujarat, India and has presence in 185+ locations in India, Mauritius & Dubai and has over 2,200+ employees and over 43,000+ Active Advisors (Partners) associated. The total Asset Under Advice of 2,45,000+ Cr. of more than 37+ Lacs investors. Job Title: Unit Manager - Mutualfund Brief Information: The candidate will be placed at NJ Wealth - Financial Products Distributors Network, which is one of India's leading and most successful network of distributors in the financial services industry. This distribution network provides the best support to the financial product distributors to enhance its business like sales support, marketing support, technology support, training support, research support, customer care support and any other support required. As the business model is B2B (Business to Business), the candidate needs to identify and meet potential leads (prospective financial product distributors) and explain and convince them about the business opportunities in the financial products distribution business. Once they become the Partner then train and help them for business development. Job Description: Identify, meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner. Providing financial products training to Distributors for Business Development. Plan activities and strategies for business development for distributors. Educate the partners about product portfolio, services offers and also evaluate them on sales performance, recommend improvements. Develop positive working relationships with partners to build business. Products: Mutual Funds, Insurance, Loan Against Security (LAS), Bonds etc. Business targets: Recruitment of Financial Products Distributor, Product sales etc. Skills Required: Strong communication Interpersonal skills Convincing skills Experience : Fresher to 6 months of sales experience in financial industry Education Qualifications: Fresher MBA (Finance or Marketing) OR Any Graduate with minimum 2 yrs of experience of sales in the financial industry. Location: Guntur Website: www.njgroup.in , www.njwealth.in

Job Description: Inviting dynamic and experienced relationship managers to be part of our team at Religare Broking ltd. • We are looking for an experienced Relationship Manager, who is passionate about enhancing our customer experience and dedicated to fostering a positive customer experience. • If you are an empathetic individual, willing to put yourself in our customers shoes, and passionate about solving their issues for the best possible experience, youre the perfect match for us. • We provide a competitive compensation package, including perks and opportunities for career advancement. • We are committed to diversity and equal opportunities and encourage candidates from all backgrounds to submit their applications. **Your Role: • Actively establish and maintain positive relationships with existing clients by providing exceptional customer service, listening to their needs, and addressing their concerns. • Manage client accounts and act as the key point of contact from the company. • Conduct in-depth market research and analysis to understand the client's needs, preferences and trends in the industry. • Collaborate across departments such as sales, marketing and product development to ensure that the client's needs are being met. • Generate new business and revenue opportunities through cross-selling and upselling. Your Responsibilities: • Identify client demands and develop strategies to meet them. • Find key personnel in client companies to establish profitable relationships. • Approach potential customers to cultivate fruitful relationships. • Support high-quality sales, supply and customer service operations. • Revenue generation - Responsible to generate brokerage primarily through advising clients on their portfolio. • Compliance - Maintain high level of compliance as per company norms. Interested candidates kindly share your updated CV's on tanvi.patil@religare.com

Responsibilities: * Collaborate with NISM team on market analysis and strategy development * Manage terminal operations efficiently * Ensure compliance with regulatory standards * Monitor stock movements and execute trades Annual bonus

-Develop & execute strategic sales plans to achieve targets -Acquire Distributors, Individual MFDs, Family Offices, RIAs, Fintech Cos -Investment strategies, product features -Update on Eco. conditions, regulatory changes -Service support -Sales MIS Required Candidate profile -Bachelor in Finance, Business Admin -Min 15/20 yrs MF sales exp in East -Team handling -MS Office Suite, financial modelling tools -NISM Certified -Know @ local financial landscape -Local language

• Acquisition of New Franchise from direct market, Own source databse and the leads/database provided by the company • Selling of Advisory Products,Mutual Fund and other financial products of the company send CV at popularplacement@gmail.com Required Candidate profile - 3 Years Exp in Franchise/B2B role - Achieve target of new Franchise acquisition - Equity / MF Knowledge. - Good Communication and leadership skill. send CV at popularplacement@yahoo.com