2888 Nism Jobs - Page 27

Role & 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. Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Should have at least 2 years of experience in Mutual Funds Must have NISM 5A Interested candidates share your cv in mail or WhatsApp Mail anusha @avaniconsulting.com Watsapp 9003875895

Position Overview: Opportunity to learn from one of India's fastest-growing Financial Product Distribution Company, Dalmia Wealth Pvt Ltd. As a Relationship Manager, you will play a pivotal role in managing and expanding the company client base while ensuring the delivery of exceptional financial solutions to clients. This role involves strategizing to drive sales of mutual funds and other financial products, leading a team of relationship managers, and maintaining strong client relationships to foster long-term trust and business growth. Key Responsibilities: 1. Client Relationship Management: - Develop and maintain long-term relationships with existing and prospective clients. - Act as the...

Phone Banking Officer/MNC Bank Andheri / Nahur / Thane 5 LPA + Banking Benefits Graduate Freshers / BPO Exp Welcome On-roll with Leading MNC Bank Inbound Process – Customer Service Call Simran – 9773553319 Apply: www.hyfly.in Required Candidate profile Engage with customers via phone & digital channels Deliver world-class service & financial solutions Drive digital banking adoption with a personal touch Grow relationships, meet targets

Were Hiring Investment Relationship Manager! If you have 1+ years of experience in client relationship management, sales or investment roles, this is your opportunity to grow with us! Location: Hyderabad Experience: 1-4 Years Salary: 2.50 LPA-4.5 LPA Immediate Joiners Preferred What Were Looking For: Acquire new clients and grow AUM & SIP book. Strengthen and manage client relationships. Achieve branch targets in AUM, SIP, and client acquisition. Strong communication & interpersonal skills. Self-motivated, target-driven, and good at client relationship building. Graduate/Postgraduate with capital market knowledge. NISM V(A) Mutual Fund Certification Send your CV to: pulivarthy.archana@mgcsin...

New Requirement Job in Stock Market : 1.Mutual Fund Sales Advisor. Equity Delar. Location - Delhi. Banglore. Mumbai . Gujrat Chennai. Hyderabad Noida Eligibility : Graduate Degree mandate. Experience min 6 months to 3yrs required Mutual funds /SIP /equity Sales /Demat accounts Sales in brokeing industry. Experience Required For Equity Delar 1yr With Nism 8. Excellent English + Hindi + Local Language Buget 3 LPA to 5 LPA. Age not above 32yrs . E: [HIDDEN TEXT] OR 8377024167 This job is provided by Shine.com

New Requirement Job in Stock Market : 1.Mutual Fund Sales Advisor. Equity Delar. Location - Delhi. Banglore. Mumbai . Gujrat Chennai. Hyderabad Noida Eligibility : Graduate Degree mandate. Experience min 6 months to 3yrs required Mutual funds /SIP /equity Sales /Demat accounts Sales in brokeing industry. Experience Required For Equity Delar 1yr With Nism 8. Excellent English + Hindi + Local Language Buget 3 LPA to 5 LPA. Age not above 32yrs . E: [HIDDEN TEXT] OR 8377024167 This job is provided by Shine.com

Role & 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. Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Should have at least 2 years of experience in Mutual Funds Must have NISM 5A

Activation of client trading accounts, managing HNI clients, executing equity trades, driving revenue, advising on market trends, confirming trades, acquiring clients, collecting margins and monitoring MTM performance accurately daily. Required Candidate profile Graduate/Postgraduate, NISM 8 certified, strong communication, equity market understanding, able to manage HNI clients and achieve revenue targets.

Buying and selling equities/securities.Managing trading book and positions.Analysing market trends and making trading decisions.Executing trades on behalf of clients or the company.Monitoring market movements and adjusting strategies. Required Candidate profile NISM Derivatives Certificate

Call & Trade Location- Thane NISM 8 Mandatory KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. Responsible for handling inbound & outbound calls and handling HNI clients 2. Responsible for resolving the queries of investment products, investment options, financial market, updates in capital market. 3. Identify customers needs on every requirement with quick response time. 4. Handle the complaints and enquiries of customers. 5. Responsible to handle Continuous interaction with the clients to identify their requirements and provide trading/hedging solutions through existing product gamut. Share your cv : kap.divya@kotak.com

The Advisor will work with a select group of retail and HNI clients, providing personalized guidance on their equity investments and trading. The role focuses on helping clients grow their investments while meeting business targets and service standards. The Advisor will manage both existing and new client portfolios, ensuring they get expert support for their financial goals. 1. Placing orders on behalf of customers Providing advisory services- AUM product penetration Cross selling of third-party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) New Client Acquisition & retention 5. Client Meeting

Hi, We have an excellent Opening in Leading Bank for NRI - RM & Wealth RM - Mangalore Designation :Relationship Manager - NRI or Wealth RM Location : Mangalore Job Role : Individual Job Responsibilities: Achieving the revenue targets and targets assigned in terms of acquiring, enhancing and upgrading the NRI / HNW relationships. Deepen, Enhance and manage the NR Preferred Customers. Increasing the wallet share of NR customers and grow the book size Cross sell of Bank products like Insurance, Mutual Funds, Investment Services account. Handling Inward & Outward remittances Help the Branches in Promotional and Lead generation activity for NR accounts to meet NR budget targets Assist and train t...

Build & maintain strong relationships with high net worth clients Manage clients' portfolios, including making investment , monitoring performance Prepare reports for clients, providing regular updates on portfolio performance & investment strategies Required Candidate profile Graduate or PG with at least 5 years of experience in wealth management in Stock Broking Co Depth knowledge of the Mutual Fund ,Capital Market ,PMS, Bonds info.aspiringmantra@gmail.com

Build & maintain strong relationships with high net worth clients Manage clients' portfolios, including making investment , monitoring performance Prepare reports for clients, providing regular updates on portfolio performance & investment strategies Required Candidate profile Graduate or PG with at least 5 years of experience in wealth management in Stock Broking Co Depth knowledge of the Mutual Fund , Capital Market , PMS, Bonds info.aspiringmantra@gmail.com

Responsibilities: * Manage client portfolios * Meet revenue targets through wealth management strategies * Collaborate with sales team on new business opportunities * Educate clients on investment products

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • 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 prod...

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities 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. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Role & responsibilities Acquire new clients through leads, referrals, cold calling, and networking. Provide investment advice based on client risk profiles and financial goals Execute trades in equity, derivatives, mutual funds, and other financial instruments Achieve business targets related to client acquisition, revenue, and product cross-selling Update clients with daily market insights, investment ideas, and research recommendations Build and maintain strong client relationships and offer excellent customer service Maintain and update records of trades and client interactions Communicate real-time market updates to clients and advise them on trade decisions Execute buy/sell orders for e...

Payroll-Bank Des-Phone Banking Process-Inbound Salary-3.5 Lakh Graduate Fresher Candidate with BPO Exp/Banking RM can also apply Location-Thane/Andheri Can apply branch banking after 2 yrs all banking facilities Call 9082104424 Sanika 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.

Location: Belapur Salary: 3–3.5 LPA + Inc Shift: General | 5 Days Working Eligibility: Graduate (Freshers Welcome) | Excellent Communication Skills Payroll: Mutual Fund Registrar Co. Fixed Day Shift Career Growth in Banking & Finance sector Required Candidate profile Handle inbound call to resolve Mutual Fund queries (KYC,login issues, documentation). Cross-sell & up-sell Mutual Fund products and SIP plans to drive revenue growth. call 8080126356 Ekta www.hyfly.in Perks and benefits Salary + Incentives = Higher Rewards

Phone Banking Officer Day Shift | Inbound Process Salary: • Voice Exp – Up to 4.5 LPA All Banking Benefits Guaranteed Shift to Branch Banking after 2 Year Location: Thane | Malad | Vashi Call Vidya – 9773553319 Apply: www.hyfly.in Required Candidate profile Inbound Customer Service – Banking Handle inbound customer calls Verify details & validate documents Ensure interaction with the right customer Cross-sell & pitch relevant banking products

Job Title: Sales Manager at The Policy Exchange Location: Mumbai, Chennai, Noida Department: Sales & Business Development Reporting To: Zonal Head/Director About The Policy Exchange (owned by Fairvalue Insuretech Pvt.Ltd.) The Policy Exchange is a pioneering platform that enables investors to participate in a new asset class by purchasing existing life insurance policies available at a discount to their market value. The model bridges policyholders seeking liquidity and investors seeking stable, market-linked returns, creating a win-win ecosystem. We are expanding rapidly and seek dynamic Sales Manager to lead regional growth, drive distribution partnerships, and build a high-performing sale...

We are looking to hire a Customer Service Officer to bring in excellence in service. Candidate needs to be service oriented, excellent communicator and able to handle customer inquiries accurately, promptly and within TAT. Roles and Responsibilities Maintains a positive, professional demeanour and supports an environment that values uncompromising excellence in service. Promptly answers customer inquiries in a manner that exhibits quality service. Brings a service orientation that supports the field sales force in meeting their obligations to their clients Maintains an updated knowledge of SBIMF Products and develops an understanding of how market forces affect the funds. Maintains a current...

Dealing mainly with investors assisting them with solutions in long term and short term equity/derivative Investments to suit their needs. information to the clients about respective stocks.

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 .