2114 Nism Jobs - Page 39

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs 2.Provide expert financial advice to clients on equity investment strategies (kannada and Telugu language) Required Candidate profile Having NISM 8 Certification is mandatory for candidates before interview Interested can contact on 7304501604 or share CV on jyoti.mehta@tradebulls.in (preferred kannada and Telugu language)

Role & responsibilities Identify and generate new sales opportunities through cold calling, networking, and referrals. Understand client needs and recommend suitable financial products (e.g. Mutual Fund) Develop and maintain long-term relationships with clients to drive customer loyalty. Meet or exceed monthly and quarterly sales targets. Maintain a strong understanding of company products, policies, and industry trends. Maintain accurate records of sales activities and client interactions using CRM software Preferred candidate profile

Greetings from AVANICONSULTING We are hiring for leading company Responsibilities: To promote all the product line of Mutual Fund To up sell Fun products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales ...

Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri (NISM VIII) Mandatory Roles & Responsibilities : Managing of 100 to 1500 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Mail - salonidevi.vishwakarma@kotak.com also share your updated resume on 7...

B2B Sales Need to advice clients Regarding Mutual Funds Mutual Funds Advisor

Graduate freshers 2023 Passouts with all results may apply Fluent English is a must Should be comfortable working in rotational day shifts (8 am - 5 pm,10 am - 7pm &11 am to 8 pm) Call now on 7738521154, 8080126356 HR Trupti www.hyfly.in Required Candidate profile Salary 13500 to 22500 in hand (as per Exp in BPO industry - if handled BFSI customer service process will be an added advantage) Answer inbound calls and assist customer with their Queries/Request Perks and benefits Medical Allowance + Performance based Incentives

Core domain expertise have Sound knowledge of Wealth 1. Assist in raising funds from HNI / UHNI clients with Technical Fundamental research for equities and advising the same to clients mapped to the wealth managers. 2. Regular meetings with Active clients, converting the dormant clients into active along with respective wealth manger. 3. Regular regional visit for HNI client meetings, seminar/events. 4. Send across research reports to current and prospective clients and assisting in writing quarterly client newsletters. 5. Provide investment support, education and guidance to clients, prospects and Relationship Managers. 6. Provide updates on investment opportunities to clients and Relation...

As a Unit Head, you will be responsible for managing PCG sales, sales traders,Sales Manager team and branch operations .

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.

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.

Role & responsibilities Responsible to achieve all advisory product targets of branch. Will be responsible for cross selling third party products for the branch Should help branch team achieve their productivity as defined by company Gather assets in products as defined in KPI To Drive business thru Team of RM/AM/SE/IS Maintain I/E Ratio of 3:1 from Direct businesss & 4:1 including franchisee business Addition of New Revenue/asset by maintaining current revenue To ensure adherence to all compliance and company policy . Preferred candidate profile At least 1 yr exp as Branch Manager

RM Dealers required for Sharekhan 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 cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers 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 mar...

RM Dealers required for Sharekhan 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 cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers 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 mar...

RM Dealers required for Sharekhan 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 cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers 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 mar...

RM Dealers required for Sharekhan 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 cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers 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 mar...

Direct Responsibilities Acquire customers as per business plan Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Contributing Responsibilities Conduct sales promotion activities regularly Activation of clients Seek references from customers/prospects Locations - Surat, Navsari, Bharuch Preferred candidate profile Graduation is a must Good Comm skills Min 1 year of experience into broking Freshers passionate about sales and stock market are welcome

Role & responsibilities Achievement of Broking and lending revenue targets for the region/zone/cluster Equity, Currency & Commodity Responsible for the training on above mentioned business line in the given geography Provide support to all members of the SI team of the Region Research ideas are well communicated across the team and Super Investors of the given geography Manage the team of dealer(s) of the region/zone/cluster Servicing and garnering revenue from Sharekhan Super Investor in the given geography Interact closely with the key stake holders Make customers eligible for upgrade to other segments Preferred candidate profile Graduate/Post Graduate Course on Fundamental and Technical A...

Role & responsibilities Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms Achievement of daily targets on recommendations on various offerings and updating the same to the Trader champion. Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. Disemmination of product recommendations messages to allocated client using compliant messaging systems Effective handling of client queries thus ensuring efficient client enagagement. Application of technicals analysis to queries relating to the market and stock movements thus enabling conversio...

Role & responsibilities Reactivating and Servicing all Accounts mapped to DPMS Onboarding New Customer maintaining monthly activity for equity clients Mutual Funds and SIP Sales Preferred candidate profile NISM Certified Relevant share market and trading knowledge Perks and benefits Attractive Incentives

Founded in 2000, Mirae Asset Sharekhan (ne Sharekhan) was one of the first brokers to introduce online trading in India. With a client base of over 30 lakh, 130+ branches and 4,400+ business partners, Mirae Asset Sharekhans full-service model is Designed for the serious . What differentiates Mirae Asset Sharekhan from discount brokers is our in-house expert research team, RMs and branches which are designed to help customers understand the required serious approach and leverage the power of their experience and expertise. Mirae Asset Sharekhan offers a comprehensive range of trading and investment solutions, including equities, futures and options, portfolio management services, research, mu...

RM Trader required for Sharekhan 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 cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers 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 mark...

Job Description: Commodity RM Coordinating with clients for their daily trades in Commodity. 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. Activating inactive clients through regular follow up. Regularly following-up with clients and handling their queries. Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. Achieving the Business target assigned in Terms of, generating revenue...

Role & responsibilities Responsible for generating brokerage and activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for Handling HNI Clients too Coordinating with clients for their daily trades in equity/FNO Help customers to Execute trade online and place orders on behalf of customers. Making confirmation of orders and trades done during the day to clients. Advising clients of Sharekhan research and information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Regularly following-up with clients and handling their ...

Role & responsibilities Responsible to achieve all advisory product targets of branch. Will be responsible for cross selling third party products for the branch Should help branch team achieve their productivity as defined by company Gather assets in products as defined in KPI To Drive business thru Team of RM/AM/SE/IS Maintain I/E Ratio of 3:1 from Direct business & 4:1 including franchisee business Addition of New Revenue/asset by maintaining current revenue To ensure adherence to all compliance and company policy . Preferred candidate profile At least 1 year exp as Branch Manager

Role & responsibilities Candidates need to handle customer calls and Sharekhan research ideas to clients Place orders in client's account with proper authentication Initiates Sharekhan research ideas to the clients Need to be updated with market news, financial trends, and current affairs Need to do outbound calls after-market hours of reactivation customers Preferred candidate profile Graduate with basic Market knowledge Good knowledge of the financial service industry Good communication skills NISM 8 Certified Interested candidate can share their updated CVs at neha.singh@sharekhan.com or can directly connect on 8655403320