899 Nism Jobs - Page 4

Role & responsibilities Execute trades on behalf of clients, aligning with their investment strategies and preferences. New client aquisition and retaining the existing. Promote and cross-sell third-party investment products. Preferred candidate profile A graduate with NISM VIII certified, should have experience into Trading and Order Punching for the HNI and UHNI Clients.

Hi, we are hiring. Location: Bangalore(HSR Layout) Key Responsibilities and Accountabilities (KRAs) Distributor Management Manage a portfolio of assigned distributors Push distributors to achieve business targets and grow their loan against mutual funds portfolio Build and maintain long-term relationships with distributors Conduct regular meetings and check-ins to understand distributor needs and challenges Business Development Encourage and motivate distributors to increase their loan against mutual funds business Identify and capitalize on growth opportunities within the distributor network Collaborate with distributors to develop strategies for expanding their customer base Problem Solving and Support Act as the primary point of contact for distributors and their customers Promptly address and resolve issues faced by distributors and their customers Escalate complex problems to appropriate internal teams and follow up until resolution Distributor Education and Enablement Guide distributors on how to enable their customer base to take loans against mutual funds instantly Provide training and resources to help distributors understand Volt Money's products and processes Share best practices and success stories to inspire and educate distributors Reporting and Analysis Maintain accurate records of distributor performance and interactions Prepare and present regular reports on distributor business growth and relationship status Analyze trends and provide insights to improve distributor performance and satisfaction Qualifications and Skills Bachelor's degree in Business, Finance, or a related field 3+ years of experience in relationship management, preferably in the financial services sector Strong understanding of mutual funds and loan products, especially loans against mutual funds Excellent communication and interpersonal skills Proven track record in managing business relationships and driving growth Strong problem-solving and analytical skills Proficiency in MS Excel and CRM software Personal Attributes Self-motivated and results-oriented Excellent relationship-building skills with the ability to work effectively with diverse stakeholders Adaptable and able to work in a fast-paced environment High level of integrity and professionalism Enthusiasm for financial technology and innovation Customer-centric approach with a passion for solving problems If anyone Interested Please Contact me E Mail: srikanth.xms@gmail.com/8919869111

- Managing & handling high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 6 months experience in equity dealing . - Excellent understanding of financial markets. - Investment Advisory

- Managing & handling high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 6 months experience in equity dealing . - Excellent understanding of financial markets. - Investment Advisory

Job description Manage High Net worth customers Activation and revenue generation Cross-selling: Mutual Funds, SIPS ( NO INSURANCE) Building of MTF book Required Candidate profile * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***

Job description Manage High Net worth customers Activation and revenue generation Cross-selling: Mutual Funds, SIPS ( NO INSURANCE) Building of MTF book Required Candidate profile * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***

Execute equity trades on behalf of clients. Analyze market trends and provide investment advice. Interact with Ultra HNI clients to understand their financial goals. Implement risk management strategies. Maintain accurate records of transactions Required Candidate profile Bachelor's degree in Finance or related field. Relevant certifications (e.g., NISM-Series VIII). Prior experience in equity trading. Proficiency in trading platforms and market analysis tools.

Execute equity trades on behalf of clients. Analyze market trends and provide investment advice. Interact with Ultra HNI clients to understand their financial goals. Implement risk management strategies. Maintain accurate records of transactions Required Candidate profile Bachelor's degree in Finance or related field. Relevant certifications (e.g., NISM-Series VIII). Prior experience in equity trading. Proficiency in trading platforms and market analysis tools.

Execute equity trades on behalf of clients. Analyze market trends and provide investment advice. Interact with Ultra HNI clients to understand their financial goals. Implement risk management strategies. Maintain accurate records of transactions Required Candidate profile Bachelor's degree in Finance or related field. Relevant certifications (e.g., NISM-Series VIII). Prior experience in equity trading. Proficiency in trading platforms and market analysis tools.

Job description Manage Ultra High Net worth customers Activation and brokerage revenue generation Cross-selling: Mutual Funds, SIPS ( NO INSURANCE) Required Candidate profile * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)***

Job description Manage Ultra High Net worth customers Activation and brokerage revenue generation Cross-selling: Mutual Funds, SIPS ( NO INSURANCE) Required Candidate profile * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)***

* Responsible for client profiling and sharing in house calls and other information to mapped clients * Responsible for increasing revenue from the Axis Burgundy and Private clients. Required Candidate profile * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***

* Responsible for client profiling and sharing in house calls and other information to mapped clients * Responsible for increasing revenue from the Axis Burgundy and Private clients. Required Candidate profile * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***

* Responsible for client profiling and sharing in house calls and other information to mapped clients * Responsible for increasing revenue from the Axis Burgundy and Private clients. Required Candidate profile * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***

*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (No Insurance) Required Candidate profile * Min 1 years experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)***

*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (No Insurance) Required Candidate profile * Min 1 years experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)***

Kotak Securities is looking for a Sales Executive to drive sales of Demat accounts, mutual funds, and other investment products. The role requires engaging with potential customers, explaining financial products, and achieving sales targets. Required Candidate profile Education: Graduate in any discipline (Finance/Marketing preferred). Experience: 1-3 years in sales of financial products, preferably in stockbroking, Demat Account opening,banking, or mutual funds. Perks and benefits Career growth opportunities in financial sales

Kotak Securities is looking for a Sales Executive to drive sales of Demat accounts, mutual funds, and other investment products. The role requires engaging with potential customers, explaining financial products, and achieving sales targets. Required Candidate profile Education: Graduate in any discipline (Finance/Marketing preferred). Experience: 1-3 years in sales of financial products, preferably in stockbroking, Demat Account opening,banking, or mutual funds. Perks and benefits Career growth opportunities in financial sales

Kotak Securities is looking for a Sales Executive to drive sales of Demat accounts, mutual funds, and other investment products. The role requires engaging with potential customers, explaining financial products, and achieving sales targets. Required Candidate profile Education: Graduate in any discipline (Finance/Marketing preferred). Experience: 1-3 years in sales of financial products, preferably in stockbroking, Demat Account opening,banking, or mutual funds. Perks and benefits Career growth opportunities in financial sales

- Managing & handling high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 years of experience in equity dealing with indian broking company. - Excellent understanding of financial markets.

- Managing & handling high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 years of experience in equity dealing with indian broking company. - Excellent understanding of financial markets.

- Managing & handling high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 years of experience in equity dealing with indian broking company. - Excellent understanding of financial markets.

Requirements A Marketing specialist is a professional responsible for establishing and maintaining strong relationships with clients or customers on behalf of a company or financial institution The primary goal of the role is to foster positive interactions, understand the needs and preferences of clients, and offer tailored solutions to enhance client satisfaction and retention Roles & Responsibilities I dentify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential.Managing the existing mapped franchisee his territory and ensuring the Business Development of all the new develop franchisees. Actively engage with clients, explain product benefits, and persuade them to make informed decisions about their financial options Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential Develop strategies to attract new clients through networking, referrals, and community events Build and maintain strong relationships with clients, ensuring ongoing satisfaction and loyalty Business conversion of all the newly acquired franchisees Work closely with sales and marketing teams to align strategies and ensure a unified approach to client acquisition Stay updated on industry trends, competitor offerings, and customer preferences to refine marketing strategies

Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Sturcture product Mutual funds, PMS , SIPs, AIF & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Manage HNi Clients ticket size 50 Lac and above Candidate having good relationship with HNI Clients. Min 30 Cr Equity AUM Managing Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Candidate should be from Broking, Banking wealth product Interested Candidates please share your profile on nasimkhan@rathi.com Desired Candidate Profile Perks and Benefits Handsome Salary + Incentive as per policy with no capping

Greetings from Avani consulting we are hiring for leading broking firm Role & 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 clients. 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. To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Preferred candidate profile Strong communication & written skills Fluency in local language is an added advantage. Excellent interpersonalskills and must be a team player. Must be process oriented and must be willing to learn and adapt. Highly self motivated Graduate in any stream with basic knowledge of financial markets across different product lines. 1. NISM VA (for Mutual Funds) Interested candidtaes share your cv in Mail or WhatsApp Mail anusha@avaniconsulting.com WhatsApp 9003875895