2108 Nism Jobs - Page 4

Job description Job Description: Equity Advisor Communicating Intra day trading calls and investing ideas to customers. Maintaining regular relations with clients Individually operate NSE/BSE terminals Thorough knowledge of all exchange rules regulations and compliance Ability to advise the clients from time to time based on the research calls Generating brokerage and volume to the branch To trade behalf of clients, keeping them informed about rates, research information and market outlook, order and trade details and confirmations Identify new streams for revenue and maintain cordial relationship with existing clients Achieve laid down target w.r.t revenue generation, client activation, cli...

Hiring For Relationship Manager- Demat Sales for Leading Broking Company. It's a direct channel sales. Min 1 year documented experience required.

We are having an urgent requirement for the position of Client Relationship Manager for Hyderabad and Chennai Location. Job Description: 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 Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. To apply or for more information, Kindly contact Recruitment Team at +91 77172 04567 or share your...

Please find below Job description for the Relationship Manager Dealing role - Panjim JD Relationship Manager- Dealing:- Eligibility: Any Graduate NISM VIII Mandatory Minimum 6 months experience required Interested candidates share cv on divya.chawla@religare.com or call on 8169023289 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 insuran...

Please find below Job description for the Relationship Manager Dealing role - Ahmedabad, Surat, Rajkot, Vadodara JD Relationship Manager- Dealing:- Eligibility: Graduation Mandatory NISM VIII Certificate mandatory Minimum 6 months experience in dealing Interested candidates share cv on divya.chawla@religare.com or call on 8169023289 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 li...

Vertical : PBG Desk Position : Senior Relationship Manager Experience required: 7+ years Location :Mumbai (Mahalaxmi) Job Description: 1.Placing Orders for clients after taking proper consent 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc.) 4. Client meetings directly and joint meets along with Bank PBG RM`s 5. Pitching our research ideas to customers 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 skil...

As an Equity Advisor , youll guide clients on equity investments, helping them make informed decisions to achieve their financial goals and generate brokerage for the company. Key Responsibilities: Advise clients on equity portfolios and market opportunities. Conduct client profiling to understand financial goals and risk appetite. Build and maintain strong client relationships through regular interactions. Stay updated on market trends and share timely investment insights. Cross-sell financial products like Mutual Funds, PMS, Insurance, and Derivatives. Execute client trades accurately and ensure all compliance requirements are met. Use Motilal Oswals research reports to make informed recom...

Payroll-Bank Des-Video KYC Officer Process-Outbound Fixed Day Shift Salary- Graduate fresher-17k net Exp in voice -4.5 lakh Location-Thane/Malad/Vashi Can apply branch banking after 2 yrs all banking facilities Call 9082104424 Sanika www.hyfly.in Required Candidate profile Video call customers to complete the Full KYC Verify the details submitted by the customer while opening the account Ensure VKYC is completed by the Right Party only Cross-sell other banking products

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

As a Relationship Manager Investment Products , you will be responsible for acquiring, managing, and retaining High Net Worth (HNI) clients. This role requires a sound understanding of investment and equity products, financial planning, and relationship management. Key Responsibilities Acquire and manage High Net Worth (HNI) clients Affluent & Super Affluent segments. Achieve business targets through cross-selling and client retention. Provide customized investment advice and portfolio recommendations. Conduct regular client and partner meetings to maintain engagement. Stay updated on financial market trends and new investment opportunities. Maintain client data and activity records in CRM s...

Designation : Equity Dealer Grade: E1/E2 - Assistant Manager / Deputy Manager Years of Exp : 1 to 4 Years Location : Hyderabad/ Vijayawada/ Warangal Job Role To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls ...

Job Description Position / Job Title Relationship Manager- Equities Designation Officer/ Executive/ Assistant Manager/DM/Manager/Senior Manager Department Branch Dealing Sub Department Branch Dealing Reporting To (title) Branch Manager Superiors Superior (title) Cluster Head/ State Head Location Date Job Purpose To render financial services to customers to generate revenue through brokerage and third party products. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products Equity/ Currency/ DYSIP/ TPP and any other new product launched. 3CustomersActivation of customers, s...

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...

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell 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 prod...

Vertical : PBG Desk Position : Senior Relationship Manager Experience required : 5 Years to 10 yrs Location : Kolkata Job Description : 1.Placing Orders for clients after taking proper consent 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc) 4. Client meetings directly and joint meets along with Bank PBG RM`s 5. Pitching our research ideas to customers 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 skill...

Vertical : PBG Desk Position : Senior Relationship Manager Experience required : 5 Years to 10 yrs Location : Ahmedabad Job Description : 1.Placing Orders for clients after taking proper consent 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc) 4. Client meetings directly and joint meets along with Bank PBG RM`s 5. Pitching our research ideas to customers 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 ski...

KEY RESPONSIBILITIES • Trading & Execution: Execute equity, commodity, and derivatives trades with accuracy and efficiency. • Handle high-volume trading, including DTC (Delivery Trading Contract), MTF (Margin Trading Facility), and MF (Mutual Fund) transactions. • Operate and monitor Algo Trading systems; ensure timely execution of automated strategies. • Client Management: Provide real-time support and information to clients regarding trades, markets, and portfolio positions. • Coordinate with Relationship Managers and Sales teams for client servicing. Guide clients on MT limits, fund requirements, and investment opportunities. • Reporting & Coordination: Generate reports on client trading ...

Role & responsibilities Develop, implement strategy to achieve planned growth objectives for the IFA channel Acquisition of New IFAs the system for B2B sales which needs to be continuous and ongoing process Activate IFAs thought regular knowledge sessions to empower them to build sizable AUM 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 v...

Role & responsibilities Formulation of the marketing and the distribution plan to tap business from the respective channels (i.e., National Distributors, Private Banking Channel, Individual Financial Advisors) for the AMC based on overall strategy Significantly Increase the market share of AMC in the Retail channel. Planning distribution of the full range of investment products and capabilities developed by SBIFM to IFA, Private Banks, ND Oversee and contribute to preparation of regular client reporting Contribute of 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...

Hi, Greetings from Avani consulting, We are hiring for leading Broking firm 5 day week Relationship Manager- Equity Dealer Interested candidates go through with the below job description and share resume in whatsapp /mail - WATSAPP - 7386568139 MAIL :- srinivas@avaniconsulting.com Role & responsibilities Minimum 1 Year experience required Equity. Job Description: Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assets gathering through, Advisory products, Investiger, IPO, ETF ...

Hi, Greetings from Avani consulting, We are hiring for leading Broking firm 5 day week Relationship Manager- Equity Dealer Interested candidates go through with the below job description and share resume in whatsapp /mail - WATSAPP - 7386568139 MAIL :- srinivas@avaniconsulting.com Role & responsibilities Minimum 1 Year experience required Equity. Job Description: Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assets gathering through, Advisory products, Investiger, IPO, ETF ...

Hi, Greetings from Avani consulting, We are hiring for leading Broking firm 5 day week Relationship Manager- Equity Dealer Interested candidates go through with the below job description and share resume in whatsapp /mail - WATSAPP - 7386568139 MAIL :- srinivas@avaniconsulting.com Role & responsibilities Minimum 1 Year experience required Equity. Job Description: Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assets gathering through, Advisory products, Investiger, IPO, ETF ...

Role & 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. The primary responsibility of a Relationship Manager is selling 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, database, References and open market. Liaising with his investors / distributors / banks / institutions depending for selling / targeting specific schemes as identified by the Business Head. Co-ordination & Organizing Investor Awaren...

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. NISM ...

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. NISM ...