2114 Nism Jobs - Page 33

Role & responsibilities Direct Responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduc...

Job Role: Outbound Sales Executive Mutual Fund Process Location: Dhokali Naka, Thane, Maharashtra 400607 Shift Timings: 9:30 AM to 6:30 PM Salary: 18,000 22,000 (In-hand) + Incentives Transport: Centralized pick-up & drop from Thane Station Job Description: We are hiring dynamic individuals for the Outbound Mutual Fund Process at Motilal Oswal. This is a great opportunity for candidates looking to grow in the financial services sector. Key Responsibilities: Conduct outbound calls to potential and existing clients Promote mutual fund products and services Explain product features and benefits clearly and professionally Achieve daily and monthly sales targets Maintain client data and call reco...

Urgently need Branch Manager, Equity Dealer, RM and BSE - (back office & sales profile) in stock market Location -Coimbatore For Equity dealer, BSE and RM ,Experience min 1 year required, CTC 2lpa to 4 lpa For BM exp min 5 yrs, CTC - 3 to 6.5lpa Required Candidate profile Responsibilities – For BM , Managing Branch as a Profit Center by revenue generation. - For Dealer , Sale purchase on behalf of client - For RM - acquire clients and SIP Contact QRN on 9869504403

Designation Tele Sales Location Mumbai, Airoli Job Type Work From Office Education Any Graduate Mandatory Certification NISM XA & XB Certification requirements in case of pending XAXB XA NISM or XB NISM or Level VIII (8) NISM or VA (5A) NISM Others We are willing to consider non NISM profiles in case the candidate has experience of Tele sales and strong understanding of Mutual funds market / services. Communication Good communication skills in English (B1+) and Hindi Computer Knowledge Typing speed of 20 WPM / 80% Accuracy Familiar with MS Office and Use of Internet applications. Domain knowledge Knowledge of Banking Finance insurance products. Knowledge of Mutual funds Sales Should be open ...

Position : Sales Trader / Equity Advisor Location : Bhubaneswar & Ranchi Qualification : Graduate/MBA/ PGDM Expertise : Hands on experience in managing HNI Clients. Requirement : Knowledge of Equity market trading & experience in cross-selling of TPP products Budget : As per industry standards

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 collectio...

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 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 ...

Handle client acquisition Drive revenue through sales, ensure compliance Build long-term client relationships for sustained business growth. New investment opportunities, product offerings, and trading platforms

Cold calling of the leads provided & generation of leads Converting leads into potential prospects & coordinating with the Marketing Team Follow up of the leads & maintaining good customer relations Branding & promotion of the business Required Candidate profile Graduation Mandatory Good communication & presentation skills Training shall be provided Interested candidates can mail on trishna@spidersoftwareindia.com OR call on 8655762848/022-35018383 (Ext:3)

Responsibilities The main responsibility consists of achieving Business targets set, which includes-broking , servicing to existing/ new acquired client One segment. Also generate advisory & operational issues & give timely solutions which will play a differentiator for this segment. To Gaurentee: • To achieve revenue target through broking & cross selling products • Generate interest income. • Understanding of clients profile & suggesting Portfolio/Asset allocation. • Brokerage revenue/ Asset gathering/ interest income as per target set • Effective & seamless client handling • To improve & maintain client activity ratio by activating clients across segments.

Payroll-Mutual Fund Co Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 22000 Work Location-Thane/Mumbai/Vashi/Ghansoli Call-9137797705 Hrutika 9773553319 Simran 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

Job Description To Generate Broking Revenue, Cross Sell third-party products such as Mutual Funds, PMS and AIF, generate interest income, acquiring new clients and reactivating old dormant clients, client servicing. Direct Responsibilities: The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross-selling third-party products and also inhouse products launched by Company from time to time Servicing to existing/newly acquired clients ,One segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure the highest level of service to customers in terms of advisory and also operational issues and give timely solutions for ...

Payroll-Bank Work Location-Andheri/Thane Des-Phone Banking Officer Salary: 21K in hand for freshers | 1+ yr BPO exp: up to 5 Lakh CTC Shifts: 7 AM–3 PM, 10 AM–7 PM, 11 PM–7 AM (males) Interviews: Walk-in Contact: 8080126356 Ekta www.hyfly.in Required Candidate profile Graduate Freshers Welcome! Handle calls from existing customers and resolve complaints/queries Provide accurate and complete information Assist with financial service requests

Job Role: Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior...

Dear Candidate, About SMC SMC Group, founded in 1990, is India's leading share and stock broker, provides a wide range of financial services and investment solutions. A blend of extensive experience, diverse talent and client focus has made us the best Currency broking house in India. We are also amongst the first financial firms in India to expand operations in the lucrative gulf market, by acquiring license for broking and clearing member with Dubai Gold and Commodities Exchange (DGCX). Website: http://www.smcindiaonline.com Relationship Manager - Dealing JOB RESPONSIBILITIES Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existin...

Role & responsibilities Client Relationship Management: Develop and maintain strong relationships with clients, ensuring their needs are met and expectations exceeded. Sales: Actively engage in Equity, MF, SIP, Insurance & Bonds sales activities, identifying potential clients and opportunities to expand the client base. Portfolio Management: Manage client portfolios, conducting regular reviews and performance evaluations to align with financial goals. Market Analysis: Provide expert advice on market trends, investment opportunities, and risk management strategies. Business Development: Identify and pursue new business opportunities within the equity market, including cross-selling third-part...

Responsibilities: Execute client orders in equity & derivatives through trading terminals (ODIN/NEST/others). Acquire new clients for broking and investment products. Sell and cross-sell third-party financial products like Mutual Funds, Insurance, Bonds, PMS etc. Meet clients in person whenever required to maintain strong relationships and ensure service satisfaction. Stay updated with market trends, research, and news to guide clients effectively. Ensure compliance with risk management and regulatory guidelines. Requirements: Graduate in Finance/Commerce or related field. NISM (Equity Derivatives) certification is mandatory. 1 TO 3 years of experience in equity dealing / client acquisition ...

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

Post : Financial Consultant Company : Reputed broking firm Locations: Mumbai GENERAL ROLE Responsible for promoting Equity products, Currency, Mutual Funds, Insurance, Bonds ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference Explain about the Company, its products, services to existing clients, prospects. Promote investments in Equity products, Currency trading, Mutual Funds, Insurance. Update clients with Research Reports on Equity, new Mutual fund Schemes, Cross Sell to existing clients Keep regular contacts with the clients of the branch through telephone calls and meetings Assist team members in the Branch to close leads Provide inv...

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Bangalore, Chennai,Hubli & Krishnagiri ctc - 2.5 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com

Contact Anitha @ 9869504403 / qrn.anitha@gmail.com Location: Bangalore, Chennai & Hubli Equity Dealer and Sales profile. Experience : 1 to 5 yrs in broking, also keen in 3rd party sales after market hours. ctc 20k to 35k Required Candidate profile To book orders on behalf of clients Required Candidate profile Good communication Knows local language NISM -8 mandatory

Execute buy and sell orders for equity securities Manage and review portfolios Monitor daily market trends, news, & co. announcements to identify investment opportunities Make quick, informed decisions in a fast-paced trading environmen t

Roles and Responsibilities Analyze market trends, competitor activity, and customer needs to inform sales strategy. Manage AMC (Asset Management Company) channel sales for banking clients. Develop and execute strategies to increase mutual fund penetration among bank customers. Collaborate with cross-functional teams to identify new business opportunities and drive revenue growth. Provide training and support to bank employees on mutual funds products and services.

Role & responsibilities RM - Customer Engagement UHNI/HNI client Handling. • 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 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 • Acquis...

About the Role: We are looking for a motivated Research Analyst to join our Research Team. The ideal candidate will not only perform detailed analysis of Indian Indexes, stocks, and derivatives but also handle client interactions and calls to provide market insights and trade recommendations. This role blends analytical expertise with strong communication skills. Key Responsibilities : Conduct thorough data-driven research and analysis on Indian companies, sectors, and market trends. Prepare and maintain financial models to forecast short-term market trends. Generate trade recommendations with internal team Track economic indicators, industry developments, and market movements. Produce detai...