901 Nism Jobs - Page 30

Role: Relationship Manager-Investment Advisory Qualifications: Experience: 2-5 yrs of Relevant experience wealth management & Relationship management exp Qualification: Any Graduates Location: Chennai Teynampet Contact Josephine HR - 9962430186

Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Competencies Required- A. Good spoken and written communication B. Listening skills C. Confidence and Presentation skills D. Ability to explain information clearly and simply E. Convincing skills Essential Educational & Experience Qualification- A. Graduation / MBA in any stream with 2- 5 years of sales/dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory.

Payroll-Bank Des-PBO Loc-Andheri Answer inbound calls and assist customer with their Queries/Request/Complain Raise Request & Complaints on behalf of the customer in the CRM tool Generate leads and educate customers about new products & their benefit 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 9082104424 Sanika Perks and benefits Medical Allowance + Performance based Incentives

Role & responsibilities KYC knowledge NRI Clients Option and Gift - Nifty Experience The basic dealing experience -- NSE BSE , & Derivative better Compliance knowledge even better Preferred candidate profile 1 Year experience Experience into NRI Dealing Options and Gift - Nifty Experience (Mandatory) Terminal Operator NISM VIII (Mandatory) Kindly approach me for details at 7039445995 or vidhi@lkpsec.com

Dear Candidate, Greetings From "APEX SERVICES" Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- 1. Minimum Graduation 2.Should have a sound understanding / knowledge of capital markets. 3.Should be result-oriented, self-starter, proactive, good communication skills. 4.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.tithee@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991538421.

Identify, and 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, and service offers and also evaluate them on sales performance, recommend improvements, Develop positive working relationships with partners to build business. Desired Candidate Profile: Entrepreneurial spirit - continual self-improvement Relationship-building skills Resilience - communicating with conviction

Need Stock market executive in Gujrat Contact Minakshi@ 9811985863 / qrn.pplacement@gmail.com Location: SURAT,Ahmedabad/ Rajkot. /Junagadh/Gandhidham and all other locations in Gujrat Position: Senior Equity Dealer, RM, Backoffice, BM Required Candidate profile Experience : min 1 years yrs in broking NO Freshers ctc 25k to 60k Good communication Knows local language NISM 8 preferred

- Managing & handling high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 years of experience in equity dealing with indian broking company. - Excellent understanding of financial markets.

Urgent Opening for Equity Advisor - Amravati, Ahmednagar, Aurangabad, Parbhani Interested candidates can call on 8169023289 or share cv on divya.chawla@religare.com JD Relationship Manager- Dealing:- As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network development Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base. Focus on generating new business and build client network. Compliance Maintain high level of compliance as per company norms.

Direct Responsibilities : Responsible for gathering assets for investment productssuch 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 client Ensure all clients are met on a regular basis.Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory.

Designation - Branch Manager Location - Dhanbad Ctc - Upto 9 Lacs Experience - Minimum 5 yrs experience in AMC Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel, Banking Channel & NDs

Responsible to drive the entire BD for Private Banking Channel for the Region. To build, develop & enhance relationships across Private Banks Setting up the entire network of Private Banks in the Region, Responsible to drive the entire Business Development for National Distribution Channel for the Region. Ensure effective and smooth relationship with ND's in the region for growth in business. Developing the entire network for National Distributors 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 vibrant brand Ensuring increase in Market share in the IFA channel business. 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. Responsible for achieving Sales Targets, Sales patterns in the market. Market & industry analysis, Generating & increasing sales. Prospecting of customers through New client acquisition, network, data base, References and open market. To penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements. Achievement of monthly, quarterly & yearly business plan Skills & Competencies Quick thinking and problem-solving skills Able to work independently and as a team player Excellent verbal communication skills and active listening skills Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. Thorough understanding of regulatory framework and Taxation Laws Positive and enthusiastic attitude Customer focus and result oriented approach Qualification & Experience MBA & Graduate with 2-5 years of Industry Experience Good knowledge of Equity, Debt Markets will be added advantage NISM VA Mandatory MFD Certified

Responsible to drive the entire Business Development for National Distribution Channel for the Region. Roles and Responsibilities Role and Responsibilities Responsible to drive the entire Business Development for National Distribution Channel for the Region. Ensure effective and smooth relationship with ND's in the region for growth in business. Developing the entire network for National Distributors Develop, implement strategy to achieve planned growth objectives for their channel 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 vibrant brand Ensuring increase in Market share in the ND channel business. 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. Responsible for achieving Sales Targets, Sales patterns in the market. Market & industry analysis, Generating & increasing sales. Prospecting of customers through New client acquisition, network, data base, References and open market. To penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements. Achievement of monthly, quarterly & yearly business plan. Skills & Competencies Quick thinking and problem-solving skills Able to work independently and as a team player Excellent verbal communication skills and active listening skills Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. Thorough understanding of regulatory framework and Taxation Laws Positive and enthusiastic attitude Customer focus and result oriented approach Qualification & Experience A Masters degree/professional qualifications Undergraduate degree; MFD Certified

Roles and Responsibilities: Candidate will be responsible for acquiring candidates for Demat account & for equity, commodity and currency. (7-8 accounts per month) Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members. DESIRED SKILL SET: Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skills. GENERAL COMPETENCIES: Positive attitude, socially effective, high level of perseverance and patience.

Urgent hiring in TOP Broking company Salary :- Depend on the last ctc / Salary bar is open for Good Candidate . Job Purpose Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets Role & responsibilities Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done monthly with clients for deepening the Client relationship. Ensure adherence to Compliance process for advice given 1 New to Firm relationship to be sourced on monthly basis with min tick size of 50 lacs for Broking or IP Daily meetings to be done with existing clients and new prospects for business. Preferred candidate profile Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM. Experience: 3+ Years in Equity / MF / PMS / Broking Domain Knowledge: Understanding of capital markets IT Skills: MS Office Interested Candidate please share me your cv at anushka@getwork.org HR Anushka

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 specific schemes as identified by the Business Head. Co-ordination & Organizing Investor Awareness Programs Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business. To penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements. Achievement of monthly, quarterly & yearly business plan. Channel Development & networking skills for achieving Channel Sales Skills & Competencies Quick thinking and problem-solving skills Able to work independently and as a team player Excellent communication skills and active listening skills Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. Thorough understanding of regulatory framework and Taxation Laws Positive and enthusiastic attitude Customer focus and result oriented approach Qualification & Experience MBA & Graduate with 2-5 years of Industry Experience Good knowledge of Equity, Debt Markets will be added advantage MFD Certified

Formulation of the marketing and the distribution plan to tap business from the IFA Channel for the AMC based on overall strategy Roles and Responsibilities Formulation of the marketing and the distribution plan to tap business from the IFA Channel for the AMC based on overall strategy Significantly Increase the market share of AMC in the IFA channel. Planning distribution of the full range of investment products and capabilities developed by SBIFM to IFA Channel Developing the entire network for IFAs Oversee and contribute to preparation of regular client reporting Contribute to 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 to achieve planned growth objectives in the geographies Help in communicating a strong and vibrant brand Investor Awareness Programs Overall contribution/profitability of the AMC Skill Set & Competencies Excellent Communication Skills, Written & Verbal Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. Thorough understanding of regulatory framework and Taxation Laws Positive and enthusiastic attitude Customer focus and result oriented approach Negotiation and Channel Management Skills Result Orientation - Concern for Excellence Qualifications & Experience A Masters degree/professional qualifications Undergraduate degree; NISM Certified At least 2-7 years experience

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 specific schemes as identified by the Business Head. Co-ordination & Organizing Investor Awareness Programs Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business. To penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements. Achievement of monthly, quarterly & yearly business plan. Channel Development & networking skills for achieving Channel Sales Skills & Competencies Quick thinking and problem-solving skills Able to work independently and as a team player Excellent communication skills and active listening skills Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. Thorough understanding of regulatory framework and Taxation Laws Positive and enthusiastic attitude Customer focus and result oriented approach Qualification & Experience MBA & Graduate with Industry Experience Good knowledge of Equity, Debt Markets will be added advantage MFD Certified

Formulation of the marketing and the distribution plan to tap business from the IFA Channel for the AMC based on overall strategy Roles and Responsibilities Formulation of the marketing and the distribution plan to tap business from the IFA Channel for the AMC based on overall strategy Significantly Increase the market share of AMC in the IFA channel. Planning distribution of the full range of investment products and capabilities developed by SBIFM to IFA Channel Developing the entire network for IFAs Oversee and contribute to preparation of regular client reporting Contribute to 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 to achieve planned growth objectives in the geographies Help in communicating a strong and vibrant brand Investor Awareness Programs Overall contribution/profitability of the AMC Skill Set & Competencies Excellent Communication Skills, Written & Verbal Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. Thorough understanding of regulatory framework and Taxation Laws Positive and enthusiastic attitude Customer focus and result oriented approach Negotiation and Channel Management Skills Qualifications & Experience A Masters degree/professional qualifications Undergraduate degree; NISM Certified At least 2-7 years experience

This position is responsible for managing all channels. Candidate will be expected to manage Wealth Counters/ Private Banking / IFA / ND / State Bank Group Channel and maximize sales by building new relationships and managing existing relationships. Roles and Responsibilities Responsible for the Branch Sales (all channels) Assume full accountability in the Branch, smooth operational flow, client services and all audit compliance at the branch. Build strong relationship with investors & key distributors (IFAs, National Distributors, State Bank Channel and Other Banks Drive Sales of new product launches and monitor team performances. Encourage investors to invest through online portal Create visibility and reputation of the Branch and the Company by showcasing our products and performances to walk in customers and distributors Conduct regular Investor Awareness Programs and Investor meets Ensure strong ground / branch level connectivity of the team by way of regular interaction and meets with employees of the branch Manage and motivate team and guide them suitably on products, markets and Sales tools. Access local market conditions and identify current and prospective sales opportunities through business development activities Ensure 100% quality control Establishes productive, professional relationships with key personnel in assigned partner accounts. To carry out the morning huddle with the team and groom the team with all the market cum product changes and targets Discuss existing schemes / New schemes of debt and equity and daily market update with the Team To manage the entire process of BTL activities for lead generation Develop, execute, implement and manage 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. Help in communicating a strong and vibrant brand Ensuring increase in Market share in their respective channel business. Liaising with his investors / distributors /banks / institutions for selling / targeting specific schemes as identified by the Business Head. To manage the P&L of the branch To manage the overall operational activities of the branch & Human Resources Management Skills & Competencies Quick thinking and problem-solving skills Excellent verbal communication skills & listening skills Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. The Candidates should have the ability to lead a team to implement plans and execute at the ground level. Thorough understanding of regulatory framework and Taxation Laws Customer focus and result oriented approach Qualification & Experience MBA / Graduate Graduate with 4 - 8 years of Industry Experience Good knowledge of Equity, Debt Markets and Financial Market MFD Certified

This position is responsible for managing all channels. Candidate will be expected to manage Wealth Counters/ Private Banking / IFA / ND / State Bank Group Channel and maximize sales by building new relationships and managing existing relationships. Roles and Responsibilities Responsible for the Branch Sales (all channels) Assume full accountability in the Branch, smooth operational flow, client services and all audit compliance at the branch. Build strong relationship with investors & key distributors (IFAs, National Distributors, State Bank Channel and Other Banks Drive Sales of new product launches and monitor team performances. Encourage investors to invest through online portal Create visibility and reputation of the Branch and the Company by showcasing our products and performances to walk in customers and distributors Conduct regular Investor Awareness Programs and Investor meets Ensure strong ground / branch level connectivity of the team by way of regular interaction and meets with employees of the branch Manage and motivate team and guide them suitably on products, markets and Sales tools. Access local market conditions and identify current and prospective sales opportunities through business development activities Ensure 100% quality control Establishes productive, professional relationships with key personnel in assigned partner accounts. To carry out the morning huddle with the team and groom the team with all the market cum product changes and targets Discuss existing schemes / New schemes of debt and equity and daily market update with the Team To manage the entire process of BTL activities for lead generation Develop, execute, implement and manage 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. Help in communicating a strong and vibrant brand Ensuring increase in Market share in their respective channel business. Liaising with his investors / distributors /banks / institutions for selling / targeting specific schemes as identified by the Business Head. To manage the P&L of the branch To manage the overall operational activities of the branch & Human Resources Management Skills & Competencies Quick thinking and problem-solving skills Excellent verbal communication skills & listening skills Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. The Candidates should have the ability to lead a team to implement plans and execute at the ground level. Thorough understanding of regulatory framework and Taxation Laws Customer focus and result oriented approach Qualification & Experience MBA / Graduate Good knowledge of Equity, Debt Markets and Financial Market MFD Certified

Role and Responsibilities Responsible to drive the entire Business Development for Retail Channel - Wealth Counters / Private Banking Channel / IFA for the Region To build, develop & enhance relationships the Retail Channel Setting up and managing the network of Private Banks in the Region Develop, implement strategy to achieve planned growth objectives for their channel 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 vibrant brand Ensuring increase in market share in their respective channel business Liaising with his distributors / banks / institutions depending for selling / targeting specific schemes as identified by the Business Head 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 Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business To penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements Achievement of monthly, quarterly & yearly business plan Channel development & networking skills for achieving channel sales Skills & Competencies Quick thinking and problem-solving skills Able to work independently and as a team player Excellent verbal communication skills and active listening skills Account management skills, excellent presentation skills Positive and enthusiastic attitude Customer focus and result oriented approach Qualification & Experience A Masters degree / professional qualification Undergraduate degree At least 1 to 6 years of relevant experience MFD Certified

Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + Job Description : 1. Trading on behalf of the clients 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. 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 communication skills.

Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + Job Description : 1. Trading on behalf of the clients 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. 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 communication skills.

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, you’re 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.