2888 Nism Jobs - Page 3

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 Identify 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 To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options Responsible for new client acquisition To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have a clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends, and current affairs attend...

Role & responsibilities Handling the day to day branch operations including front desk & back end activities Coordination with RTA for accurate processing & timely payouts while keeping regulations & compliance in place. Overall management of service & coordination amongst the sales and distributor who drive the business. Co-ordination with the internal stake holders for smooth processing of transactions Managing branch admin activities Up sell Mutual fund products to both Retail/ HNI clients Respond to customer queries with customer satisfaction as the prime focus. Preferred candidate profile 1-2 yrs. experience in Mutual fund/ BFSI Should be aware of the mutual fund practices,SEBI regulati...

Role & responsibilities 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 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. Preference to NISM Certified candidates wit...

Shift Timings - Fixed Night or EMEA Shifts | 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. Th...

1 Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs, 2 Acquisition of new clients on regular basis & brokerage generation through existing as well as new clients. Required Candidate profile Interested can contact on 7016615213 or share cv on rahul.jani@tradebulls.in

Job Description Position / Job Title Branch Manager Designation Assistant Manager/ Deputy Manager Department Branch Dealing Sub Department Sales Reporting To (title) Cluster head/ State Head Superiors Superior (title) Regional Head Location Across India Date Job Purpose Manage branch operations to achieve targeted sales turnover of the assigned branch and adhering to regulatory compliance. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue & costBranch revenue to be 3.5 times of the branch cost. Half of the branch salary cost to be generated from TPP products/ Currency 2ProductEquity/ Currency/ TPP and any other new launch.3Customers...

About Axis Virtual Centre Axis Virtual Centre engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities...

Energetic, motivated candidates to handle client queries, guide on suitable investment products, assess client needs, create goal-based investment roadmaps, and consistently achieve predefined monthly business targets. Employee state insurance Sales incentives Annual bonus Retention bonus

Job Title: Manager Sales & Investor Relations Location: 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 Manager Sales & Investor Relations to lead regional growth, drive distribution partnerships, and build a high-performing sa...

Job Title: Manager Sales & Investor Relations Location: 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 Manager Sales & Investor Relations to lead regional growth, drive distribution partnerships, and build a high-performing sa...

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 Identify 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...

JD For Equity Dealer We have opening for Equity Dealer, please find the JD for your kind perusal:- If interested please share your update resume with current CTC and notice period. JOB DESCRIPTION ORGANISATION - IDBI Capital Markets and Securities Limited DESIGNATION - Equity- Dealer NO. OF VACANIES - 2 EXPERIENCE RANGE - 1-5 year of exp CRITICAL EXPERIENCE Stock broking experience is mandatory & NCFM/NISM/AMFI Certification. ESSENTIAL QUALIFICATIONS Any graduate / post-graduate Commensurate with experience CANDIDATE'S PROFILE * Advising clients with regard to their Investment in Equity, Derivative & currency Market, Place orders on their behalf. * Responsible for achieving brokerage revenue...

Urgent Hiring Motilal oswal - Premium / Mutual funds Sales Versant 5 excellent communication skills Freshers can apply Shift 9.30 to 6.30 / Sunday fixed off Salary: 25,000 to 28,000 in hand (33 CTC) Required Candidate profile Qualification :Graduates mandatory Immediate Joining required Contact for more information (Call /WhatsApp) HR Aditya - 7030023969 Perks and benefits High Salary Package !

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

5 Days working 2 rotational days off Rotational Shifts Both Side cabs Graduate and Undergraduate with 6 Months of Experience. Salary upto 32k CTC Required Candidate profile HR Rohit 8178634637 HR Vedika 8193878187 HR Harshita 9871971616

PHONE BANKING OFFICER - INBOUND VOICE PROCESS CUSTOMER SERVICE Manage customer queries via phone banking & outbound calls Provide exceptional service through inbound voice processing Handle incoming calls with expertise Resolve issues promptly as CSR Required Candidate profile We need candidates with excellent English communication skills Both Graduates and PG can apply Age Limit - 32yrs Rotational shifts and rotational week offs with 5 days working call 8080126356 Ekta Perks and benefits Medical Allowance + Performance based Incentives

Role Overview The Relationship Manager will be responsible for acquiring and managing clients for share trading and investment services. The role involves sales, client engagement, account activation, and ongoing relationship management for equity and commodity trading. This position is suitable for fresh graduates who are interested in building a career in the financial services industry. Key Responsibilities Acquire new clients for equity and commodity trading services Open and activate Demat and trading accounts Promote equity, derivatives, and commodities trading products Build and maintain long-term relationships with clients Reactivate dormant or inactive trading accounts Achieve assig...

Role Overview The Relationship Manager will be responsible for acquiring and managing clients for share trading and investment services. The role involves sales, client engagement, account activation, and ongoing relationship management for equity and commodity trading. This position is suitable for fresh graduates who are interested in building a career in the financial services industry. Key Responsibilities Acquire new clients for equity and commodity trading services Open and activate Demat and trading accounts Promote equity, derivatives, and commodities trading products Build and maintain long-term relationships with clients Reactivate dormant or inactive trading accounts Achieve assig...

CUSTOMER DEVELOPMENT Job Description Position : Customer Development Organization Name : Sakthifinance Financial Services Limited - SFSL Industry : Banking and Financial Services Products/ Services : Lockers, Deposits, Mutual Funds & iNSURANCE Represent SFSL, its values and vision to all prospective customers and present our services Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solu...

MBA/CFA/CA with NISM 21B 12–17 yrs portfolio management experience Manage multi-asset, multi-manager NDPMS portfolios Asset allocation, strategy & analytics Execution, compliance & audits Client reviews, webinars & coordination

To up sell ICICI Prudential 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 ICICI Prudential Products, enhancing and upgrading the Client Net worth relationships Profiling customers and provide financial products to meet customer needsEnsuring 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 Preference to NISM Certified candidates with experience...

Senior Relationship Manger - HDFC Securities Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, place orders on their behalf. 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Interested candidates can share their Updated Resume at Vaishnavi.srivastava1@hdfcsec.com

Role & responsibilities: Co-ordinating with Branches, sub-brokers, franchises for the business development. Establishing new avenues for the business development. Preparing MIS with respect to business across channels, branches, sub-brokers, franchises, etc. Co-ordinating with Asset Management Companies for Fund/Scheme updates. Execution of Mutual Fund trades on BSE StarMF platform. Analyzing Mutual Fund Schemes across asset classes viz. Equity & Debt. Excellent written and oral communication skills.

Role & responsibilities Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Preferred candidate profile Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a solid understanding of financial products and market trends. Must not have any self-trading experience. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acqui...