2114 Nism Jobs - Page 37

Role & responsibilities - Execute the orders on behalf of clients (Retail or HNI ) Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients Preferred candidate profile - NISM VIII Dealers Module Perks and benefits -Incentives & Bonus Location - Patna,Ranchi,Bhubhaneshw...

Role & responsibilities - Execute the orders on behalf of clients (Retail or HNI ) Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients Preferred candidate profile - NISM VIII Dealers Module Perks and benefits -Incentives & Bonus Location - Patna,Ranchi,Bhubhaneshw...

Urgent Hiring Relationship Manager For Broking Company Ctc- 6.50 Lpa Experience -1 yrs + Banking/Broking/Financial Sales Background Age- upto 38 yrs Individual Role Vertical Retail Sales Qualification Graduate Location:-Chennai,Delhi, Kolkata, Mumbai, Pune, Bangalore, Hyderabad, Coimbatore, Vizag, Agra, Lucknow, Jaipur, Chandigarh, Jharkhand, Bihar, Chhattisgarh, Delhi, Ahmedabad Role & responsibilities Acquire new Demat and Trading accounts with a minimum margin per account. Retaining the old clients by periodic meetings. Actively prospect and engage in client acquisition efforts to grow the business. Build deep relationships with clients, identify their investment goals, and offer solution...

Urgent Hiring Relationship Manager For Broking Company Ctc- 6.50 Lpa Experience -1 yrs + Banking/Broking/Financial Sales Background Age- upto 38 yrs Individual Role Vertical Retail Sales Qualification Graduate Location:-Chennai,Delhi, Kolkata, Mumbai, Pune, Bangalore, Hyderabad, Coimbatore, Vizag, Agra, Lucknow, Jaipur, Chandigarh, Jharkhand, Bihar, Chhattisgarh, Delhi, Ahmedabad Role & responsibilities Acquire new Demat and Trading accounts with a minimum margin per account. Retaining the old clients by periodic meetings. Actively prospect and engage in client acquisition efforts to grow the business. Build deep relationships with clients, identify their investment goals, and offer solution...

Urgent Hiring Relationship Manager For Broking Company Ctc- 6.50 Lpa Experience -1 yrs + Banking/Broking/Financial Sales Background Age- upto 38 yrs Individual Role Vertical Retail Sales Qualification Graduate Location:-Chennai,Delhi, Kolkata, Mumbai, Pune, Bangalore, Hyderabad, Coimbatore, Vizag, Agra, Lucknow, Jaipur, Chandigarh, Jharkhand, Bihar, Chhattisgarh, Delhi, Ahmedabad Role & responsibilities Acquire new Demat and Trading accounts with a minimum margin per account. Retaining the old clients by periodic meetings. Actively prospect and engage in client acquisition efforts to grow the business. Build deep relationships with clients, identify their investment goals, and offer solution...

Designation- Centralized Dealing - Equity Advisory Ctc - 5.00 Lpa Budget Experience- 1 yrs + Qualification - Post Graduate/Graduate / NISM / NCFM as applicable Location -Bhopal/Indore/Noida/Delhi/Mumbai Experience Minimum 1 Year as advisor NISM8 Certificate Role & responsibilities Advising HNI & Retail clients on Equity, Derivatives, currency Markets. • Creation of revenue & Activation of clients through effective Advisory. • Cross selling of other products like Mutual fund, Bonds, PMS, Insurance. • Handling Queries & complains of client's & solving it within TAT. • Acquiring new clients & retaining the old clients by periodic meetings. • Profiling clients by conducting in depth review of cl...

Job Profile- PCG Advisor Senior Location-Hyderabad 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 Key Deliverables 1. Ensure timely advice to customers for Equity and Derivative markets 2. Portfolio Review to be done monthly with clients for deepening the Client relationship. 3. Ensure adherence to Compliance process for advice given 4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP 5. Daily meetings to be done with existing clients and ne...

Job Role- Relationship Manager Job Description- 1. New Client Acquisition 2. Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) 3. Revenue generation revenue to be generated from the all the products from sourced accounts 4. Client Meeting Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading relationships Role Requirements- Educational Qualifications: Graduate with Minimum 50% Experience: 1+ Years experience in NBFC & BFSI Age- 35 Max Job Role- Equity Advisor/ Dealer Job Description- 1. Placing orders on behalf of customers 2. Providing advisory services-...

Role Description Job Description Customer Engagement Channel Designation : Relationship Manager Customer Engagement Reporting to : Channel Manager Customer Engagement Grade : Executive / Assistant Manager Experience : 1 to 5 years 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 cust...

Job Description Retail- RM Advisor Designation: RM Advisor Roles and Responsibilities : • Activate trading accounts for clients and guide new entrants in understanding equity market dynamics • Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. • 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. • Provide clients with market insights and investment advisory services based on current financial conditions. • Acquire new clients through referrals from existing cus...

Job Description Retail- RM Advisor Designation: RM Advisor Roles and Responsibilities : • Activate trading accounts for clients and guide new entrants in understanding equity market dynamics • Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. • 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. • Provide clients with market insights and investment advisory services based on current financial conditions. • Acquire new clients through referrals from existing cus...

Interested candidates can mail their updated resumes on Annu.sharma@sbicapsec.com Whatsapp Only: 8076095879 Designation: Equity Dealer Location: Ajmer, Jaipur, Jodhpur, Kota Certificate: NISM 8 (Equity Derivatives Certification) Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, ...

Job Title: Relationship Manager Location: Vijayawada Department: Wealth Management / Investment Advisory Employment Type: Full-time Walk-In-Address-Bajaj Capital Ltd, 1ST FLOOR, SIRI SQUARE, 40-5-1, TIKKLE ROAD OPP. HOTEL D V MANOR VIJAYAWADA - 520010 About the Role We are looking for enthusiastic and motivated graduates to join our Wealth Management team. you will learn how to understand client financial needs, recommend investment products, and provide high-quality customer service while working alongside experienced advisors. Key Responsibilities Assist senior wealth managers in servicing and managing client portfolios. Learn and understand various investment products (mutual funds, bonds...

Job description Interested candidates can mail their updated resumes on Annu.sharma@sbicapsec.com WhatsApp Only: 8076095879 Designation: Equity Dealer Location: Jaipur, New Delhi, Kanpur Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Researc...

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such 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 clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Equity trading, sales & broking. Equity advisory services. Cross sell other financial products. Provide guidance on derivative products such as options and futures contracts. Above not limited to

Must have prior Equity trading, sales & broking experience. Cross sell other financial products. Generate sales leads and service existing clients. Must be NISM certified.

Role & responsibilities Direct Responsibilities 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. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship Preferred candidate profile Graduate / Post graduate in any stream with knowledge of c...

Dear Candidate We are hiring for leading Bank for the below roles NRI Relationship Manager - Cochin, Calicut & Kottayam CTC: up to 12Lacs Job responsibilities NRI RM 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. How to Apply : EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Sen...

We are hiring dynamic and experienced professionals for a leading private sector bank in Bangalore for the following roles: Open Positions: RMPA (Relationship Manager - Priority Accounts) Aspire RM Signature RM PCARM (Personalized Customer Acquisition RM) Insignia RM Signature Elite RM Location: Bangalore (Multiple branches) Requirements: Minimum 2+ years of experience in Banking, NBFC, or Financial Services Strong knowledge in handling HNI/NRI clients preferred Excellent communication and relationship management skills Please share your CV to: jayalakshmisprohr@gmail.com WhatsApp: 8807182228 Join our job updates group for more openings: https://chat.whatsapp.com/GJ3DAl0NYQRCR5PWqiPJjs

Job Overview: We are seeking a dynamic and result-oriented Partner Acquisition Executive to drive business growth by identifying, acquiring, and managing new business partners, sub-brokers, and channel partners in the stock broking industry. The role involves building strong relationships, achieving acquisition targets, and ensuring seamless onboarding of partners. Key Responsibilities: Identify, source, and acquire new partners, sub-brokers, and channel partners to expand business. Generate leads through various channels (cold calling, networking, references, digital platforms). Conduct meetings, presentations, and discussions with prospective partners to explain business models and value p...

This position will be responsible for building the AUM of Equity Mutual Funds through the allocated book of direct investors. Required Candidate profile 2 - 8 years of experience in sales with CEC/ Wealth Management/ Broking firms. Good to excellent understanding of Mutual Funds/Financial Products

Roles and Responsibilities Manage equity advisory services, including portfolio management, brokerage generation, and equity settlement. Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading. Prepare reports using Excel and PowerPoint to present findings and recommendations to clients. Ensure compliance with regulatory requirements by adhering to NRI guidelines. Accurate and timely execution of orders on terminal. Revenue generation and activation of inactive clients Managing client portfolio and solving client queries. Overall achieving business targets and enhancing client relationships. Inter...

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such 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 clients. Ensure all clients are met on a regular basis. Preferred candidate profile Strong communication & written...

Customer support executive graduate Freshers and undergraduate with 6 months of Exp 5 days working 2 rotational weeks off rotational shift salary - 35K In hand 1 way cab facility Immediate joiners are required HR Kanchan 9691001643 Required Candidate profile Verbal or written excellent communication is required immediate joiners