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3 - 8 years

3 - 6 Lacs

Pune, Hyderabad

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Greetings from Avani Consulting!!! Job Title: Sales Relationship Manager Mutual Funds Job Location: Hyderabad,Pune Job Type: Full-time Salary: Maximum 10L per annum + Incentives Experience: 2 months 8 years (Sales experience preferred) Education: Graduation required Job Responsibilities: Build and maintain relationships with customers to promote mutual fund products. 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. Work closely with Bank branches to generate leads and close sales. Provide financial advice and recommend suitable mutual fund schemes. Achieve assigned sales targets and ensure customer satisfaction. Conduct regular follow-ups with clients to enhance portfolio growth. Requirements: Experience in sales, banking, or financial services preferred. Strong communication and relationship-building skills. Self-motivated with a results-driven approach. Must have a two-wheeler (if applicable). Benefits: Fixed Salary + Lucrative Incentives Training & Growth Opportunities PF & Other Benefits (As per company policy) How to Apply? Interested candidates can apply through mail [anusha@avaniconsulting.com] or WhatsApp at [ 90038 75895]. By Anusha HR Recruiter

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2 - 7 years

1 - 3 Lacs

Serampur Uttarpara, Chandannagar, Kolkata

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Acquire new clients and boost revenue Guide clients on financial products MF, Stocks, AIF, PMS MLD & Insurance,NCD, P2P,LOAN. Financial & Tax Planning Host corporate presentations and financial planning workshops to educate prospective clients. Required Candidate profile Bachelor's degree in Finance, Business,Economics ,NISM -MF Experience in Client Acquisition 2-5 years. Financial Planning & Investment Management & Advisory ,client servicing. Perks and benefits Performance - Quarterly Incentive & Yearly Bonus

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0 - 5 years

3 - 3 Lacs

Siliguri

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Greeting from NJ India Invest ... NJ India Invest Pvt. Ltd is a leading advisors and distributors of financial products and services in India. NJ began its journey in 1994 in Surat and has over a decade of rich exposure in financial investment space, portfolio advisory services and distribution of financial products. At NJ we exist to provide quality financial / investment advisory solutions to customers of diverse profiles and needs. We aim to take the benefits of a maturing Indian financial market to the masses and provide them with solutions that best serve their interests. Qualification MBA & PGDM ( Finance & Marketing ), M.com Job location : Siliguri. Salary CTC up to Rs 3.50LPA + Performance Annual Incentive + ( Mobile Reimbursement + Conveyance ) Designation Deputy Assistant Manager Job Profile :- Recruitment of Financial Products Distributors (1) Generating leads from Open Market who are interested in becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. (2) Explaining MF Business opportunities and earnings to interested leads. (3) Coordinating and assisting enrolled candidates for NISM - Series V-A (AMFI). Business Development (1) Providing training to IFAs for Business Development. (2) Preparing business plans and strategies to develop the business of IFA. (3) Planning different activities to explore better business opportunities and new developments. (4) Joint Call - accompanying IFA on client meetings. (5) Addressing and spreading awareness regarding investments in group client meets. (6) Solving distributor's queries. (7) Establishing strong relationships and communication with distributors. System & Process (1) Following the internal sales process by updating all the activities in the online system. (2) Comply with all rules and regulations of the company as well as following industry norms. Skills Required: - Mutual Funds, Financial Product and Sales knowledge is preferable - Willing to Work For Sales - Good convincing Power & Good Communications skills both verbal and written - A Positive and go getter attitude & strong team culture. Company profile: www.njfundz.com ; www.njgroup.in With Regards Amit Sahani Human Resource | East | NJ Group Contact No. - 9073345450 Email - amit.sahani@njgroup.in www.njgroup.in

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0 - 5 years

2 - 6 Lacs

Navi Mumbai, Thane, Mumbai (All Areas)

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Assist Compliance Officer in compliance duties for regulations & rules issued by SEBI Monitor the resolution of client grievances for all projects Support the Compliance Officer in monitoring the compliance of Operations Provide regular reports Required Candidate profile Understanding of compliance regulations Compliance-related duties for regulations and rules issued by SEBI under KRA Regulation, UIDAI, CCA, GSTN, or the Central Government. Contact-Ankit-8104808547

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3 - 8 years

4 - 8 Lacs

Delhi NCR, Lucknow, Jaipur

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We are seeking a highly experienced Equity Dealer to join our team. The candidate will have a strong understanding of financial markets and a proven track record of successful trading. As an Equity Dealer, you will be responsible for executing trades Required Candidate profile Mandatory: Valid NISM-8 Certification , 2 years of experience as an Equity Dealer/Advisor is must Strong understanding of the equity market, trading strategies, and investment products.

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0 - 5 years

3 - 4 Lacs

Thane, Kalyan/Dombivli, Mumbai (All Areas)

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Payroll-Bank Des-Phone Banking Process-Inbound Salary-4 Lakh Graduate Fresher Candidate with BPO Exp/Banking RM can also apply Location-Andheri/Thane Can apply branch banking after 2 yrs all banking facilities Call 8850266500 Ritu www.hyfly.in 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.

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0 - 5 years

2 - 4 Lacs

Navi Mumbai, Mumbai, Thane

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Handle customer queries via phone calls emails and chats to resolve their concerns in a timely and professional manner Provide accurate information on products/services offered by the co to meet customers' needs call 9137797705 Hrutika 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

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0 - 5 years

2 - 4 Lacs

Navi Mumbai, Mumbai, Thane

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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 9773553319, 9022157571,7738521154, 8080126356 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

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0 - 5 years

2 - 4 Lacs

Thane, Kalyan/Dombivli, Mumbai (All Areas)

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Des:Phone Banking Officer Salary:19k in hand for freshers 1 yrs + exp in BPO will get 29k in hand max Shift timings : 7 am to 3 pm, 10am to 7pm & 11pm to 7am(for males) Walk-in and telephonic interviews conducted call 9773553319 Simran www.hyfly.in Required Candidate profile Attend calls of existing customers and resolve their complaints or queries Make sure 100% correct and complete information is shared In case they are looking for any financial services then do needful Perks and benefits Medical Allowance + Performance based Incentives

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1 - 5 years

2 - 3 Lacs

Bhavnagar, Udaipur, Ahmedabad

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- Reactivate the inactive clients and do Order Punching - Client base of inactive 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 - Should be ready to achieve Brokrage generation, cross selling and reactivation taget - NISM 8 Certificate - 6 months of Expe in Stock Market. - can also send CV at popularplacement@yahoo.com

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2 - 4 years

3 - 5 Lacs

Mumbai

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Greet customers in a warm and friendly manner Answer customer inquiries regarding products surveillance and service Resolve product or service problems by clarifying the customers complaint, determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution Prepare product or service reports by collecting and analyzing customer needs to ensure overall customer satisfaction Minimum 1 year experience of omnesys & Risk software. Should have knowledge of Mapping,Terminal Password reset, Technical Skills NISM Certification (Derivative,Commodity & Currency) Equity RMS LD Monitoring Margin Shortfall Low MOS followups Call Attending calls and mails Expiry position Followups Resolve queries by clarifying the customers complaint, Determining the cause of the problem Selecting and explaining the best solution to solve the problem Expediting correction or adjustment Follow up to ensure resolution Required skills Should have hands-on system Odin/Omnesys Market Knowledge in all segments Should be NISM certified

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4 - 6 years

6 - 10 Lacs

Mumbai, Mumbai (All Areas)

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Company Share India Securities Ltd. Location- Mumbai We are seeking a seasoned HNI Sales Trader with 5-6 years of experience to join our dynamic team. The ideal candidate will have a proven track record in building and maintaining strong client relationships, working with major top 10 brokers in the industry, and delivering exceptional sales performance. Key Responsibilities: Develop and maintain relationships with High Net Worth Individuals (HNIs) to understand their investment needs and provide tailored trading solutions. Execute trades for HNI clients, ensuring timely and accurate execution in line with market conditions and client objectives. Collaborate with the research and advisory team to offer informed recommendations and insights to clients. Monitor market trends and provide clients with timely updates and strategic advice. Manage client portfolios and provide regular performance reports and updates. Ensure compliance with industry regulations and internal policies. Qualifications: 5-6 years of experience in sales trading, with a focus on HNI clients. Strong relationships with top 10 brokers in the industry. Excellent communication and interpersonal skills. In-depth knowledge of financial markets and trading instruments. High degree of professionalism, integrity, and customer service orientation.

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1 - 5 years

3 - 6 Lacs

Navi Mumbai, Mumbai (All Areas)

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Job Title: Equity Relationship Advisor Key Responsibilities: Manage and execute equity trades for clients in line with their personalized investment strategies and preferences. Provide expert investment advice with a focus on optimizing clients' portfolios and increasing Assets Under Management (AUM). Cross-sell a diverse range of financial products, including Insurance, Mutual Funds (MF), Portfolio Management Services (PMS), Systematic Investment Plans (SIPs), Tax-Advantaged Services (TGS), Alternative Investment Funds (AIF), Bonds, Fixed Deposits (FD), Unlisted Shares, and other company offerings. Cultivate new client relationships through strategic outreach and networking, while fostering long-term partnerships with existing clients to ensure sustained business growth. Conduct regular client meetings to review portfolio performance, offer tailored investment advice, and strengthen client engagement and trust. Stay updated on market trends and financial products to offer the most relevant solutions to clients. Preferred Skills & Experience: In-depth knowledge of equity markets and various financial instruments. Proven ability to build and maintain strong client relationships with a focus on long-term retention. Strong communication skills, capable of explaining complex investment products and strategies to clients. Experience in client acquisition, as well as retention and portfolio growth. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR, Dhanashri at 7796426785.

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0 - 5 years

3 - 3 Lacs

Thane, Kalyan/Dombivli, Mumbai (All Areas)

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Payroll-Mutual Fund Co Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 24500 Work Location-Belapur / Airoli Call-8169642494 Isha 8080126356 Shilpa www.hyfly.in Required Candidate profile Familiarity with standard capital market concepts, procedures, and regulatory framework Good knowledge of Ms Office, especially Excel. Graduates / HSC Fresher can also apply Age should be 20-32 yrs

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0 - 5 years

3 - 4 Lacs

Navi Mumbai, Thane, Mumbai (All Areas)

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Des-Phone Banking Officer Salary- upto 29k Location-Mumbai / Thane / Noida Process - Inbound Phone Banking 5 days working All banking holidays Direct Bank Payroll Can apply for Branch Banking after 2 yrs Call 9082104424 Sejal 8080702016 Kanchan Required Candidate profile Direct Bank Payroll Inbound Customer Service will be working in Bank Contact center No field Job Can Apply for Branch banking after 2 yrs Day Shift Job 6 days working All bank employees facilities

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0 - 5 years

2 - 3 Lacs

Navi Mumbai, Thane, Mumbai (All Areas)

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Des:Phone Banking Officer Salary:16k in hand for freshers 2 yrs + exp in BPO will get 33k in hand max Shift timings : 7 am to 3 pm, 10am to 7pm & 11pm to 7am(for males) Walk-in and telephonic interviews conducted call 8169642494 Yogesh www.hyfly.in Required Candidate profile Attend calls of existing customers and resolve their complaints or queries Make sure 100% correct and complete information is shared In case they are looking for any financial services then do needful Perks and benefits Medical Allowance + Performance based Incentives

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1 - 6 years

1 - 4 Lacs

Navi Mumbai, Mumbai, Thane

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Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 8169642494 yogesh email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance

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3 - 5 years

3 - 5 Lacs

Kolhapur, Aurangabad

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RM Dealers Please find below JD: Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers Responsible for Handling HNI Clients. Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for collecting margins / market-to-market loss REQUIRED QUALIFICATIONS: Graduate / Post graduate NISM Series VIII (Equity derivatives) Interested Candidates can also directly connect with the Recruiter on given below contact details. Recruiter's Contact no. - 8655744351

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3 - 5 years

3 - 5 Lacs

Pune, Pimpri-Chinchwad, Nagpur

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RM Dealers Please find below JD: Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers Responsible for Handling HNI Clients. Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for collecting margins / market-to-market loss REQUIRED QUALIFICATIONS: Graduate / Post graduate NISM Series VIII (Equity derivatives) Interested Candidates can also directly connect with the Recruiter on given below contact details. Recruiter's Contact no. - 8655744351

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1 - 6 years

5 - 12 Lacs

Chennai, Pune

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We have vacancy for Equity Dealer & Relationship Manager for our Stock Broking client for Pune, Chennai & Hyderabad location. Key Responsibilities Execute the orders on behalf of clients. Confirmations of trade done by EOD. Ensure the volumes of trade are higher & clients trade frequently. Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal). Daily processing & confirmation of trades. Punch orders for clients on NSE BSE terminals. Monitor client exposure limits. Solving Queries of the customers. After Market Hours Cross Selling of Financial Products with existing clients Additional Desirable Skills NISM VIII Dealers module is compulsory.

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3 - 8 years

4 - 8 Lacs

Bengaluru, Hyderabad, Mumbai (All Areas)

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Performing with high-net-worth customers , a PCG advisor will create enduring relationships by offering individualized investment solutions, financial planning, and market intelligence. Become a member of our exclusive Priority Client Group and use your knowledge and service to assist clients increase their wealth. What You'll Do: Oversee and expand a portfolio of high-end customers Offer professional financial guidance and customized investment plans. Keep up with product knowledge and market developments. Assure excellent customer pleasure and confidence What We Are Seeking: Good advisory and communication skills 3+ years exp. in the Financial and broking field with NISM VII A relationship-driven and goal-oriented mindset Reasons to Join Us: Competitive pay and benefits Exposure to premium clientele Opportunities for learning and career advancement Interested candidate can share their resume at :: shraddha@tekpillar.com | +91 84888 33693

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1 - 4 years

1 - 3 Lacs

Gandhinagar

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Responsible for managing client’s portfolios by assessing their needs and advising them on their Investments Communicating trading on calls and investing ideas to customers. Responsible for brokerage generation. Cross selling third party products.

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9 - 14 years

6 - 11 Lacs

Allahabad, Varanasi, Dehradun

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Mandatory Industry Exp Developing sales strategies and plans to achieve sales and profit goals by leading, developing, and motivating sales associates Recruitment for the existing team. DM@8459691545 Required Candidate profile Meeting or exceeding targeted sales quotas & productivity standard Providing exceptional customer service to all customers on a daily basis Developing & implementing sales plan to drive sales & profit

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1 - 6 years

5 - 12 Lacs

Thane, Bengaluru

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Role - Equity Dealer Key Responsibilities Execute the orders on behalf of clients. Confirmations of trade done by EOD. Ensure the volumes of trade are higher & clients trade frequently. Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal). Daily processing & confirmation of trades. Punch orders for clients on NSE BSE terminals. Monitor client exposure limits. Solving Queries of the customers. After Market Hours Cross Selling of Financial Products with existing clients Additional Desirable Skills NISM VIII Dealers module is compulsory. Role - Relationship Manager Key Responsibilities 1. It is direct sales profile so the candidate should be able to acquire quality base clients through networking, database and market intelligence. He/she should have a maximum number of own client relationships and he/she should be aware of local market intelligence. 2. Promote Focus Product of the month 4. Maintain records of business on internal software CRM etc. 5. Candidate should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products 6. Candidate should have experience in banking and broking industries and managing bank AUM of Privilege Clients. Immediate joining or short notice is required

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1 - 6 years

5 - 12 Lacs

Chennai, Pune, Hyderabad

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Role - Equity Dealer Key Responsibilities Execute the orders on behalf of clients. Confirmations of trade done by EOD. Ensure the volumes of trade are higher & clients trade frequently. Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal). Daily processing & confirmation of trades. Punch orders for clients on NSE BSE terminals. Monitor client exposure limits. Solving Queries of the customers. After Market Hours Cross Selling of Financial Products with existing clients Additional Desirable Skills NISM VIII Dealers module is compulsory. Role - Relationship Manager Key Responsibilities 1. It is direct sales profile so the candidate should be able to acquire quality base clients through networking, database and market intelligence. He/she should have a maximum number of own client relationships and he/she should be aware of local market intelligence. 2. Promote Focus Product of the month 4. Maintain records of business on internal software CRM etc. 5. Candidate should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products 6. Candidate should have experience in banking and broking industries and managing bank AUM of Privilege Clients.

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Exploring NISM Jobs in India

The National Institute of Securities Markets (NISM) is a premier institution for providing education and certification in the securities markets domain in India. With the growing importance of financial markets in the country, there is a high demand for professionals with NISM certifications. Job seekers looking to build a career in the financial services sector can find lucrative opportunities in NISM-related roles in India.

Top Hiring Locations in India

  1. Mumbai
  2. Delhi
  3. Bangalore
  4. Hyderabad
  5. Chennai

Average Salary Range

The average salary range for NISM professionals in India varies based on experience and location. Entry-level positions may start at around INR 3-5 lakhs per annum, while experienced professionals can earn upwards of INR 10-15 lakhs per annum.

Career Path

Career progression in NISM roles typically follows a path from Junior Analyst to Senior Analyst, then to Assistant Manager, Manager, and eventually to Director or Head of Department.

Related Skills

In addition to NISM certification, professionals in this field are often expected to have strong analytical skills, financial market knowledge, proficiency in Excel, and good communication skills.

Interview Questions

  • What is the significance of NISM certification for a career in the securities markets? (basic)
  • How would you explain the concept of mutual funds to a layman? (basic)
  • Can you discuss the role of SEBI in regulating the securities market in India? (medium)
  • How do you analyze financial statements to make investment decisions? (medium)
  • What are the key factors to consider when evaluating the risk-return profile of an investment? (advanced)
  • Can you walk us through a recent case study where you applied your knowledge of securities markets? (advanced)

Closing Remark

As you prepare for interviews in the NISM job market in India, make sure to showcase your expertise in securities markets, financial analysis, and regulatory knowledge. With the right skills and preparation, you can confidently apply for and excel in NISM roles in the financial services sector. Good luck!

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