2890 Nism Jobs - Page 34

Senior Relationship Manager Job Description : 1. Building relationships with clients & educating them about Investments 2. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP, etc) 3. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Advising Clients based on Research Report. Required Criteria: Graduation is must. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) Stock Market knowledge is mandatory. Should possess good communication skills. Openings at Cuttack, Jamshedpur, Kolkata, Shillong, Durgapur, Gaya, Bhubaneshwar.

Responsibilities: * Manage equity portfolio, provide advisory services. * Execute trades on NSE & BSE platforms. * Generate brokerage through effective sales strategies. * Collaborate with clients for successful investments. Provident fund Annual bonus

Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls...

Urgent requirement for Equity Dealer profile with knowledge in trading,margin ,fno, short names of Companies, how to pledge shares, etc.cool minded and good in communication.. Strong command on computer in excel and share pro.

Roles & Responsibilities Advising clients with regard to their investments in Equity & derivatives market. Building relationship with clients & educating them about investments Accelerating client Base Cross Sell of third party products Preferred candidate profile NISM V & VIII certified Candidate must be from Stock broking , Insurance Background and Banking (4-8 years) Interested candidates can share their on resume on devashree.lad@hdfcsec.com

Role & responsibilities 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 Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certifie...

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

Shift Timings - Fixed Night Shift | 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. This role o...

Role & responsibilities Role & responsibilities Experience: Minimum 10 -12 years of relevant experience. Key Responsibilities: Drive business growth and achieve/surpass targets for fund mobilization, IFA empanelment, and new investor acquisition. Ensure profitability by managing growth, expenses, and operational efficiency. Lead, motivate, train, and manage the sales team to deliver high performance. Develop regional business strategies aligned with market dynamics and UFC objectives. Maintain strong relationships with institutions, HNIs, and non-individual distributors. Organize investor meets, agent meetings, and participate in financial fairs. Conduct regular training and knowledge sessio...

Phone Banking Officer/MNC Bank Andheri / Nahur / Thane 3.5 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

Seeking a skilled **Equity Advisor** to execute trades, manage client portfolios, and provide investment advice. Must know **capital markets, derivatives, trading platforms, and SEBI norms** with strong communication and client service skills. Required Candidate profile Strong knowledge of Equity, Derivatives, and Capital Markets. Proficiency in NSE NOW, ODIN, NEST, BSE Bolt, or similar platforms. Excellent interpersonal and communication skills. NISM Series VIII. Perks and benefits Attractive incentives and growth opportunities .

Candidates with minimum 2 Years of experience in stock broking industry for the sales role are eligible for this profile. Location-Mumbai/Delhi Working Days-6 Only working candidates considered Candidates should be from sales background with the same industry Riya Puri 7042475336 riya.puri@nlbtech.in

Build and maintain strong relationships with clients and distributors Generate new business by acquiring clients Share client feedback and calling updates Promote Mutual Fund schemes Achieve sales targets Ensure sales across all product categories Required Candidate profile Graduate or Postgraduate in Finance, Commerce, or related field. Experience in sales of Mutual Fund or any financial product Goal-oriented with strong relationship-building skills. Perks and benefits Incentive and RNR

Build and maintain strong relationships with clients and distributors Generate new business by acquiring clients Share client feedback and calling updates Promote Mutual Fund schemes Achieve sales targets Ensure sales across all product categories Required Candidate profile Graduate or Postgraduate in Finance, Commerce, or related field. Experience in sales of Mutual Fund or any financial product Goal-oriented with strong relationship-building skills. Perks and benefits Incentive and RNR

Roles & Responsibilities Advising clients with regard to their investments in Equity & derivatives market. Building relationship with clients & educating them about investments Accelerating client Base Cross Sell of third party products Preferred candidate profile NISM V & VIII certified Candidate must be from Stock broking , Insurance Background and Banking (4-8 years) Interested candidates can share their on resume on priya.saini@hdfcsec.com

Responsibilities: * Manage HNI client portfolios through NISM compliance & PMS expertise. * Provide investment advice, financial planning & relationship management. * Acquire new HNIs, expand existing relationships. Mobile bill reimbursements Retention bonus Sales incentives Travel allowance Health insurance Annual bonus

Role & responsibilities To up sell AMC 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 product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preferred candidate profile Any Graduate with 5 to 10...

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Coimbatore, Mettupalayam, Coonoor, Erode, Mettur, Gobi. Pollachi,Tiruppur, Tiruchengode, Ramanathapuram ctc - 2.5 to 5 lacs Experience in Mutual Fund required 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

Shift Timings - Fixed Night Shift | 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. This role o...

Position: Equity Dealer Location: Pan India Department: Trading Employment Type: Full-time About Us: Choice Group, incorporated in 1992, is a financial institution that finds its legacy in solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Overview: The Equity Dealer will be responsible for executing trades in equity markets on behalf of clients and the firm, ensuring compliance with regulatory requirements while maximizing trading efficiency and profitability. The ideal candidate will possess a strong under...

Role & responsibilities 1. call leads, prospects, clients, manage relationships, engage clients, update their financials 2. resolve client queries proactively, stay connected with clients 3. follow up clients for their service criterias, identify opportunities of up sell and cross sell 4. Assessing Client Situations 5. Source potential customers from market and initiate relationship with them Understand needs of the prospects and propose solutions as offered by Sampadha Convert the leads (prospects) to customers and onboard to Client Database of Sampadha Maintain relationship with the customers for developing further network Take ethical decisions within the scope of responsibility, to suppo...

Job Description : We are looking for enthusiastic and driven individuals to join our Wealth Management team as Relationship Managers . The ideal candidate may be a fresher but should possess sound knowledge of Mutual Funds, PMS, and AIF products . This role requires strong communication skills, a client-first attitude, and a passion for investment management. Responsibilities Build and maintain client relationships while understanding their financial goals and challenges. Recommend suitable investment products (Mutual Funds, PMS, AIF) based on client needs. Assist in portfolio reviews, investment analysis, and reporting. Present value propositions and explain financial concepts to clients in...

MNC Bank-Inbound Thane | Malad | Vashi Day Shift|Outbound Process Salary: • Fresher: 17K net • Voice Exp: Up to 4.5 LPA All banking benefits Shift to Branch Banking after 2 yrs Call Vidya -9773553319 Apply: www.hyfly.in Required Candidate profile Verify Details Match docs with what’s submitted. Right Person Only Ensure the real customer Cross-Sell Pitch relevant banking products.

Payroll-Mutual Fund Co Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 24500 Work Location-Belapur / Airoli Call-8080126356 Ekta Email-hyflyhr9@gmail.com 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

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5.5LPA + 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 w...