1535 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 ...

Direct Responsibilities : Looking for Wealth Relationship Manager 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 client. 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. Contributing Responsibilities : • To acquire new clie...

Dear Jobseekers, We at Tata Asset Management are excited to announce 5 open positions for our Inbound Customer Service team at our Thane Office . Interested candidates can review the job description below, apply online, and also walk in directly for interviews. Walk-in interviews will be conducted for 5 consecutive days starting from 15th September 2025. Job Summary : This role requires attending to inbound calls and providing resolution to investors and distributors related queries in a timely and efficient manner. Roles & Responsibilities : Handling inbound and outbound service-related queries on call. Guiding existing and Prospective investors for making investments. Ensuring delivery of ...

Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial pr...

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, client Acquisition ...

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, client Acquisition ...

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, client Acquisition ...

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, client Acquisition ...

Job Title: Stock Trader Location: Panipat, Samalkha, Karnal, Sonipat Salary: 4 LPA+ Performance-based Incentives Experience Required: 2+ years Qualification: NISM Certification (Mandatory) Job Type: Full-Time About Savvi Capital: Savvi Capital is a fast-growing proprietary trading and fintech platform focused on equity, derivatives, and commodities trading. We empower traders with capital, tools, and strategies to maximize profits while developing their trading careers. Job Description: We are looking for an experienced Stock Trader with strong skills in equity, futures & options (F&O), and commodity markets. The candidate will be responsible for executing trades, analyzing market trends, ma...

Urgently need Branch Manager, Equity Dealer, RM and BSE(business support executive) in a stock market company Location Chennai 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 Responsibilities – For BM , Managing Branch as a Profit Center by revenue generation. - For Dealer , Sale purchase on behalf of client - For RM - acquire clients and SIP Contact QRN on 9869504403

Designation - Branch Manager Location - Dhanbad Ctc - Upto 10 Lacs Experience - Minimum 5 yrs experience in AMC Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel, Banking Channel & NDs

Role & 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 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 product mix • One point contact for the assigned customer • Acquisition & Servicing of HNI/UHNI customers .• Preference to NISM Certified candidates wit...

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

MNC Bank-Video KYC Officer Thane | Malad | Vashi Day Shift|Outbound Process Salary: • Fresher: 17K net • Voice Exp: Up to 4.5 LPA All banking benefits Shift to Branch Banking after 2 yrs Call Vidya -9773553319 Apply: www.hyfly.in Required Candidate profile Do Video KYC Call customers to complete Full KYC. Verify Details Match docs with what’s submitted. Right Person Only Ensure the real customer Cross-Sell Pitch relevant banking products.

Location: Belapur Salary: 3–3.5 LPA + Inc Shift: General | 5 Days Working Eligibility: Graduate (Freshers Welcome) | Excellent Communication Skills Payroll: Mutual Fund Registrar Co. Fixed Day Shift Career Growth in Banking & Finance sector Required Candidate profile Handle inbound call to resolve Mutual Fund queries (KYC,login issues, documentation). Cross-sell & up-sell Mutual Fund products and SIP plans to drive revenue growth. call 8080126356 Ekta www.hyfly.in Perks and benefits Salary + Incentives = Higher Rewards

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 with investment options Responsible for new client acquisition 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 a 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 initiated Keep abreast of the market news, financial trends, and current affairs attend post result con-calls, ...

Increasing the client base, revenue and market share in the branch. Increase the Pool & Base of UHNI, Large Self Trader clients and corporate customers, with the Team and Personal Network. Ensuring Dealer Productivity is as per the defined standards Manage relationships across the set of HNI clients and Corporate investors Cross Sell ABCs Products & Investment Products to attain clients needs and desired Profitability from Cross Sell segment. Key Result Areas: To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. To focus on Revenue & Profitability with achievement of target and Yield management. To maximize branch profits by achievi...

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 with investment options Responsible for new client acquisition 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 a 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 initiated Keep abreast of the market news, financial trends, and current affairs attend post result con-calls, ...

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 with investment options Responsible for new client acquisition 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 a 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 initiated Keep abreast of the market news, financial trends, and current affairs attend post result con-calls, ...

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 with investment options Responsible for new client acquisition 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 a 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 initiated Keep abreast of the market news, financial trends, and current affairs attend post result con-calls, ...

Retail Sales Execution Distributor Empanelment & Engagement Reporting and compliance Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes an...

Retail Sales Execution Distributor Empanelment & Engagement Reporting and compliance Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes an...

Achieving sales targets and increasing market share of the branch vis--vis the industry. Managing and maximizing business from Client Relationships through prompt service Identification & Engaging of new Distribution channel partners. Monitoring Compliance to enable high alignment with systems and practices. Overseeing Branch administration and monitoring branch issues to ensure a smooth delivery of service to clients. Providing relevant reports to management for assigned territory. Managing and monitoring team members for better productivity. Supporting Actions Maximising business in allotted territory through the distribution channel (IFAs, Banks, PSU, and NDs). Empaneling and activation o...

Retail Sales Execution Distributor Empanelment & Engagement Reporting and compliance Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes an...

*Investment Advisor and cross sales* Shift: Day shift, 5 Days Working Graduation (Mandatory) NISM V/VIII/X Certified BFSI Sales or BPO/Financial Services Experience English Proficiency: V5 Salary: 21k-44k As per Experience HR Krapanshi 9111762733 Required Candidate profile * Graduation mandatory. * NISM V/VIII/X Certificate is required * Preferred background in BFSI Sales * Experience in BPO/Financial services * Excellent Communication is Required * Immediate Joiner