2890 Nism Jobs - Page 29

Responsible for gathering assets for investment products such as mutual funds, PMS, Corporate FD, Insurance Responsible for achieving New Business development targets by Inactive/activating new clients. Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines NISM VA (for Mutual Funds), NISM XXI A(for PMS), IRDA Info.aspiringmantra@gmail.com Call 9318431991

Role & responsibilities 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 . • Giving confirmation of o...

Role & responsibilities Key Accountabilities 1. Responsible for Sales for the assigned Banks, 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3 Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brouchers), mailers, group meetings with distributor RM/clients of distributors 4. Responsible for providing best in class service for the assigned distributors 5. Should be sensitive to their needs in terms of Product Updates,Query resolutio...

About Angel One : Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. Youll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions every single day. The vibe? Think less hierarchy, ...

Department - Broking Channel Designation: Branch Sales - RM Grade: E1 Years of Exp: 3 to 6 yrs Reporting to: M3/M4 Roles: 1. Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2. Will be responsible for primarily selling Equity based investment products. 3. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4. Responsible for achieving targets as assigned by the organization on a monthly basis. 5. Provide regular updates to the immediate superior as and when required Skills & Knowledge : 1. Graduate / Post graduate with 3+ yrs exp in direct selling of financial ...

Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients from open / direct market Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Pref...

The role involves drive sales and achieve of MF targets. Business development and acquisition of new clients for PMS/SIF/AIF. Engagement with existing clients, financial advisory & portfolio review to ensure long-term customer retention and growth. Required Candidate profile Graduate / PG in Finance, Commerce or related field • NISM/AMFI Certified (mandatory) • 2-4 years’ exp. in MF sales / wealth mgt. • Prior experience in PMS / SIF / AIF sales will be an added advantage

Looking for a motivated professional to manage customer related back-end process, promote mutual fund products, and ensure smooth investment servicing. KRA: •Mutual fund transaction handling, customer support, data maintenance and sales support Required Candidate profile - Prior experience in mutual funds, financial service sectors will be an added advantage - Good written and oral communication skills - MS office skills

Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales. Roles and Responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his State Bank Branches/ investors / depending for selling / targeting speci...

Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales. Roles and Responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his State Bank Branches/ investors / depending for selling / targeting speci...

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP Business: Retail Banking Department: Affluent Business Sub - Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...

Vertical : PBG Desk Position : Senior Relationship Manager Experience required: 5 Years to 10 yrs Location : Kolkata/Ahmedabad/ Mumbai Job Description: 1.Placing Orders for clients after taking proper consent 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc.) 4. Client meetings directly and joint meets along with Bank PBG RM's 5. Pitching our research ideas to customers Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good c...

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

Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales. Roles and Responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his State Bank Branches/ investors / depending for selling / targeting speci...

Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales. Roles and Responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his State Bank Branches/ investors / depending for selling / targeting speci...

Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales. Roles and Responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his State Bank Branches/ investors / depending for selling / targeting speci...

Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales. Roles and Responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his State Bank Branches/ investors / depending for selling / targeting speci...

Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales. Roles and Responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his State Bank Branches/ investors / depending for selling / targeting speci...

Role & responsibilities Formulation of the marketing and the distribution plan to tap business from the respective channels (i.e., National Distributors, Private Banking Channel, Individual Financial Advisors) for the AMC based on overall strategy Significantly Increase the market share of AMC in the Retail channel. Planning distribution of the full range of investment products and capabilities developed by SBIFM to IFA, Private Banks, ND Oversee and contribute to preparation of regular client reporting Contribute of implementation of the Short / long term sales plan for the branch Regular follow-up with all potential leads across products for effective conversion Develop, implement strategy...

Role & responsibilities Develop, implement strategy to achieve planned growth objectives for the IFA channel Acquisition of New IFAs the system for B2B sales which needs to be continuous and ongoing process Activate IFAs thought regular knowledge sessions to empower them to build sizable AUM Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite; Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. Assume full accountability for all aspects of sales in their respective channel Help in communicating a strong and v...

NISM 8 mandatory. Responsible for punching client orders on trading terminal, generating 10x–12x brokerage revenue, strong market knowledge, and ability to cross-sell MTF & NFO products. Required Candidate profile Graduate with NISM 8 certification, 1–5 yrs experience in equity dealing/broking, strong communication & market knowledge, skilled in client handling, revenue growth & cross-selling MTF and NFO. Perks and benefits Attractive incentives, growth & training support.

NISM 8 mandatory. Responsible for punching client orders on trading terminal, generating 10x–12x brokerage revenue, strong market knowledge, and ability to cross-sell MTF & NFO products. Required Candidate profile Graduate with NISM 8 certification, 1–5 yrs experience in equity dealing/broking, strong communication & market knowledge, skilled in client handling, revenue growth & cross-selling MTF and NFO. Perks and benefits Attractive incentives, growth & training support.

Seeking a dynamic Equity Sales professional to handle HNI clients, drive revenue through equities, commodities & MTF, and deliver top-class client servicing. Opportunity to grow with one of India’s leading brokerage firms. Required Candidate profile Graduate/Post-graduate with 2+ yrs in capital markets. Strong client-handling & communication skills. NISM Series-VIII & Commodity certifications mandatory. Highly self-motivated & target-driven. Perks and benefits Attractive incentives, growth & training support.

Payroll-Bank Des-Phone Banking Process-Inbound Salary-4.5 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 9082104424 Sanika Required Candidate profile Answer inbound calls and assist customers with their Queries/Request/Complains. Explaining the customers product features & benefits. Ensuring all compliance Achieving weekly, monthly, quality target

Job Title: Mutual Fund Advisor – Inbound Voice Process (Customer Relationship Manager) Company Payroll: Leading Mutual Fund Work Location: Belapur Shifts: Day Rotational | Work From Office Fresher: 14,500 Net Experienced: Up to 22,000 Net Required Candidate profile Attend inbound customer queries related to Mutual Funds & Investments Provide advice & guidance on Mutual Fund products Maintain compliance with SEBI/AMFI regulations Call 9137797705 Ritu www.hyfly.in