2108 Nism Jobs - Page 5

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 ...

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 ...

Job Title: Mutual Fund Advisor – Inbound Voice Process (Customer Relationship Manager) Company Payroll: Leading Mutual Fund Work Location: Belapur Shifts: Day Rotational | Work From Office Fresher: 14,500 Net Experienced: Up to 22,000 Net Required Candidate profile Attend inbound customer queries related to Mutual Funds & Investments Provide advice & guidance on Mutual Fund products Maintain compliance with SEBI/AMFI regulations Call 8080126356 Ekta www.hyfly.in

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing portfolios through effective sales strategies. Identify potential investment opportunities for HNI clients, providing personalized solutions using various financial products such as mutual funds, PMS, AIFs, MF, NISM certifications, etc. Develop and maintain strong relationships with existing HNI clients to increase wallet share and cross-sell additional services like wealth management offerings. Collaborate with internal teams to ensure seamless delivery of services to high net worth individuals. Analyze market trends and competitor activity to stay ahead in the com...

Regional Sales Manager, Hyderabad and Delhi from finanical services/ mutual funds industry. Wholesale Clients ranging from Large corporates, Mid & Small Corporates, Family offices and cover Institutional and Banking Distributors, Key Accounts

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...

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management Ltd.

Urgently need Branch Manager, Equity Dealer,MFund Sales and BSE(business support executive) in a stock market Location Bangalore For Equity dealer, BSE and RM ,Experience min 1 year required, CTC 2lpa to 4 lpa For BM exp min 5 yrs, CTC - 3 to 6.5lpa Required Candidate profile Role – For BM , Managing Branch as a Profit Center by revenue generation. - For Dealer , Sale purchase on behalf of client - For MFund Sales- acquire clients and SIP Contact QRN on 9811985863

Greetings From Tmangoes....!!! We are looking for Relationship Manager with Investment or Mutual Funds experience. Exp - 2 to 10 years Location - PAN India Interview Mode - Face to Face Interested candidates send your updated resume to sabarish@tmangoes.com

As a candidate for the role, your responsibilities will include: - Building a focus towards investment X-sell among RM population - Building on Investment penetration of HNI clients - Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products - Ensuring RM activation & focus on investment products - Going on Joint meetings to build volumes along with new to investment penetration of the portfolio - Ensuring 100% compliance of regulatory matters including EUIN & NISM within timelines - Training RMs & building knowledge levels through training /workshops/in coordination with partner teams - Overall building on AUM by growin...

Hi, Greetings from AVANI ConsultingWe 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 More Information Contact HR, Harika.Call & WhatsApp :- 8106336954 Share Updated resume,h...

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...

We are looking for experienced and dynamic professionals for the Equity Advisor (PCG Division) role. The ideal candidate will manage and advise Super HNI clients across equity, derivatives, and other market instruments. Key Responsibilities Advise and manage Super HNI clients on Equity, Derivatives, Currency, and Commodity markets. Independently handle client portfolios with a minimum book size of 25 lakhs and above. Generate revenue and activate clients through effective advisory. Cross-sell financial products such as Mutual Funds, PMS, and Insurance. Resolve client queries and complaints within defined timelines. Acquire new clients and retain existing ones through regular engagement. Cond...

Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate Min 5+ Years of exp in Equity Dealing NISM 8, NISM 5 Mandatory Certifications Interested candidates can share their resumes on vaishnavi.srivastava1@hdfcsec.com

Roles and Responsibilities -Equity Dealing plus third party product sales Desired Candidate Profile - NISM 8 is mandatory Perks and Benefits - Depends on the interview.its Open

Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate Min 5+ Years of exp in Equity Dealing NISM 8, NISM 5 Mandatory Certifications

Drive sales initiatives and generate revenue by managing the channel partners Update the partners about fund performance & USP’s of new product launches Manage existing, potential Private Wealth partner relationship& engagement,promotional activities

Role & responsibilities Advise the clients on their Investments and provide information about current market trends. Responsibleformaintainingahealthylongtimerelationshipwiththeclients. Handling their Portfolios & generating brokerage. Responsible for executing the trade on behalf of the client & maintaining regular relations. Cross selling of other equity financial products such a MF & PMS

Payroll-Bank Work Location-Andheri/Thane Des-Phone Banking Officer Salary: 21K in hand for freshers | 1+ yr BPO exp: up to 5 Lakh CTC Shifts: 7 AM–3 PM, 10 AM–7 PM, 11 PM–7 AM (males) Interviews: Walk-in Contact: 9773553319 Simran www.hyfly.in Required Candidate profile Graduate Freshers Welcome! Handle calls from existing customers and resolve complaints/queries Provide accurate and complete information Assist with financial service requests

Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate Min 5+ Years of exp in Equity Dealing NISM 8, NISM 5 Mandatory Certifications Regards, Prashant Ghusale HR- HDFC Securities Ltd 9890442104

Position Overview: We are seeking a skilled and client-focused Certified Financial Planner (CFP) (or AFP) to join our financial planning team. The ideal candidate will possess strong technical expertise in financial advisory, wealth management, and tax-efficient planning, combined with the ability to deliver personalised financial strategies for clients. This role involves comprehensive client financial analysis, portfolio planning, and development of holistic solutions covering investments, tax, retirement, and estate planning. Key Responsibilities: Develop tailored financial plans for clients, aligning investment, tax, and estate objectives with long-term goals Conduct in-depth reviews of ...

Hiring for a leading consulting firm Internal audit for Broking Sectors Stock broking Nism AML Compliance AML Audit

Greetings from Avani consulting we are hiring for a leading Amc Role & responsibilities 1. Responsible for allocating & driving the sales targets with the team with an objective to increase market share of the cluster 2. Responsible for advising the distributors the suitable product as per the requirement of their customer/Investor 3. Should be completely updated on the various products and markets situation and scenario 4. Responsible for Distributor Servicing for the assigned distributors 5. Responsible for operations, compliance and Audit observations for all the branches 6. Should be sensitive to their needs in terms of Product Updates,Query resolution and ensure proper follow up etc. 7....