899 Nism Jobs - Page 9

Commodity/Equity Role Involved advising & dealing trading cross selling involved. Strong knowledge of capital market. Revenue generation in broking PMS, AIF, Insurance, MF Agency channel SME INSURANCE mail to info@servingskill.com/whatspp 9819832570 Required Candidate profile Advising & Dealing Exp- on equity, derivatives commoditY Client Handling Experience/Acquisition – HNI/UHNI/Large Client Financial product knowledge/Third party product PMS, IAP, Insurance, PE, MF AIF

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

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

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs 2. Punching the orders on the behalf of clients in offline trading mode proficiency & accuracy in all segments 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

Respo Equity sales to all branch clients with HNI focus. Drive revenue via equity, commodity & MTF. Promote advisory, IPOs, ETFs. Acquire & activate clients, guide new investors, assist in online trades & order placement. Achieve branch targets. Required Candidate profile • Graduate / Postgraduate • NISM Series VIII (Equity derivatives) • Experience up to 1-4 years from Broking sector & good Knowledge in Equity and derivates.

- Training existing clients regarding the features & functions of software - Troubleshoot and resolve client issues - Ensuring customer satisfaction by providing expert support to users - Opportunity to learn about technical analysis of stockmarket Required Candidate profile - Excellent Communication & Presentation Skills - Knowledge regarding sharemarket would be an added advantage - Languages Known : English, Tamil & Hindi - Freshers can apply

Senior Analyst Research Location : Hyderabad Function : Research Experience : 2-3 Years CTC : 12 - 15 LPA (Plus Bonus) Reports to : Fund Manager Senior Analyst Research will work closely with portfolio managers, fund managers, and client advisors to deliver high-quality research and insights across asset classes. This role is critical to shaping investment views and supporting client portfolio decisions. Why Working with us? 1. We believe our people are our greatest assets. 2. We are looking to hire individuals with integrity, creativity, and a passion for excellence. 3. Being in a growth phase, we offer accelerated career growth and ESOPs for the right talent. 4. We ensure every role is meaningful and fulfillingbecause work should be exciting. 5. We strive to make a difference in the lives of the families who trust us with their wealth. Roles and Responsibilities Pillar 1: Research & Analysis Conduct detailed analysis on equity, debt, mutual funds, and PMS strategies Study financial statements, sector developments, and valuation trends Support in-house fund manager with stock-specific and sectoral research Update NAVs and maintain reporting based on weekly/monthly fund factsheets Collaborate with internal teams on quarterly mutual fund research Pillar 2: Investment Recommendations Generate data-backed investment ideas across asset classes Present findings and recommendations to portfolio and business teams Pillar 3: Market & Macro Insights Track macroeconomic trends, regulatory developments, and policy shifts Offer insights into how external factors may affect portfolios Who Should Apply Professionals with 3+ years of experience in credit rating agencies, outsourced research firms serving global clients, or research analyst roles in wealth/PMS/AMC firms Strong in fundamental and financial analysis , with hands-on experience in equity, debt, or macroeconomic research Preferably certified with NISM-Series XXI B , and driven by high ownership, attention to detail, and a passion for capital markets

What you will Do? Develop and maintain strong relations with all the channel partners Build and implement strategies to achieve revenue and market share targets in the given geography Maximize resource productivity across segments Drive and execute training and development on products and regulations as well as soft skills for the employees and channel partners in order to enable them become more effective on the ground Conduct regular invertor-level meets (one-on-one or at group level) Ensure strong ground/branch level connectivity of the team by way of regular interaction and meets with employees in the geography Regularly communicate about products, markets and sales tools to all channel partners Hold business reviews with the internal team members and external channel partners What makes you a Great Fit? Postgraduate qualification in Management Relevant experience of 7-10 years NISM V-A Certified Should have strong business acumen, with good understanding of financial market data and changing dynamics of Mutual Fund Industry Good understanding of products & key business parameters Able to effectively lead a team to implement plans at the ground level Should be able to understand and build local level business strategies Must have good written & verbal communication skills Open to local commute & outstation travel if required

Company Name: Aditya Birla Experience: 1+ Years Location: Hyderabad (WFO) Interview Mode: F2F Interview Date: 16th July (Wednesday) Interview Rounds: 1 Round Notice Period: Any Job description: Role & responsibilities 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, and analyst meets for improved client servicing. Preferred candidate profile Graduate/postgraduate with 1 years experience\should have good communication skills should be self starter NISM8 Mandatory

Role & responsibilities 1. Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2. To keep abreast with market knowledge and market intelligence 3. Responsible to ensure all activities are in adherence as per Compliance & Risk. 4. Develop and maintain long term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business Required Candidate profile 1. Graduate/Post Graduate with minimum 1-2yrs experience in Equities on the clients advisory side. 2. Should have sound understanding of capital markets. 3. Should be result-oriented, self-starter, proactive, 4. Should possess strong networking and relationship building skills and good communication skills. 5. Should be NISM Currency Derivatives certified.(series 8) Preferred candidate profile-Must have exp in dealing.

Dear Candidate. Greeting from Axis!! We have opening for Equity Dealer. Job Description as below: Location: Ernakulam Roles & Responsibilities: Advise the clients on their Investments and provide information about current market trends. Responsible for maintaining a healthy longtime relationship with the clients. 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 Skills & Knowledge: Graduate from any stream NISM VIII, NISM V, and Currency certification are mandatory Prior experience working in a similar setup preferred Willingness to work in a target-driven role A go-getter approach Please whatsapp your resume if your interested 9790306948 Thanks S Nagalatha Regional HRBP

1. Execute Trades on the Trading Terminal. 2. Generating revenue by acquiring Clients from open market. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. 5. Punch in Orders (Buy/Sell) Required Candidate profile > Must be a Graduate and *NISM certified* mandate. > min 2 yrs experience in broking industry. > knowledge about relevant software. > must have their own client base.

Opening for Branch Manager in Stock Market Company Location-Bangalore, Belgaum, Bagalkot, Bijapur, Chennai. Experience 4.5 years and above in stock market CTC 4.5 to 8 laks NISM or Senior Dealers ,or senior RM will be preferred Role: Branch Manager Required Candidate profile Responsibilities – Managing Branch as a Profit Center by revenue generation. Managing the team of relationship managers, dealers and ensure the issues of staff are resolved Contact QRN on 9869504403

Roles and Responsibilities Manage relationships with high net worth individuals (HNI) clients to understand their financial goals and objectives. Provide personalized investment advice on equities, mutual funds, insurance products, and other financial instruments. Excellent Incentives, Easily Achievable. Salary Best in Industry. Good Annual Growth. Client Centric work environment.

The Asst. Manager-Depository Ops will handle daily CDSL/NSDL tasks, ensure regulatory compliance, process transactions, manage client servicing, and coordinate with internal teams to ensure efficient and smooth functioning of depository operations. Required Candidate profile Handle daily CDSL/NSDL ops incl. demat, pledge, transfers Ensure timely reporting, reconciliation Manage DIS slips, client query Coordinate audit, SEBI compliance Support MIS, team training & docs

A. Preparing and maintaining the client files – software entries B. Understanding and analyzing the recommendations to confirm that the compliance requirements are met C. Implementing recommendations D. Review external networks. Required Candidate profile Excellent Verbal & Written Communication Skills Strong Financial and Analytical skills MBA Finance/US-CMA /MBA/M.Com/CFP Market/Portfolio Management/Financial Planning/Derivatives Analyst, NISM

Role & responsibilities Direct Responsibilities 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. • 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 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) 2. NISM XXI A(for PMS) 3. Insurance Corporate Agency License (SP Certificate) (for Insurance) 4. NISM XIII A (for SIF) With At least 2 years in Selling financial products and services

Bajaj Capital Limited is looking for Manager - LA Premier to join our dynamic team and embark on a rewarding career journey Collaborate with cross-functional teams to achieve strategic outcomes Apply subject expertise to support operations, planning, and decision-making Utilize tools, analytics, or platforms relevant to the job domain Ensure compliance with policies while improving efficiency and outcomes

Bajaj Capital Ltd. Nagpur Job Description 1) Min Experience- 3 Yr. to 5 Yr. experience in the field of Sales 2) Product Specification- Should have knowledge of Mutual Fund, Life Insurance and General Insurance. 3) Certification- Should have NISM Certification 4) Preference - Candidate should be local from Nagpur, Good Communication skills and should have good client support with him. Preferably should have B2C (Business to Client) sales experience 5) Position and Salary offering - 2 Sr. Relationship Manager position with salary range from Rs. 3 Lakh to 6.5 Lakh and Relationship Manager Salary range from 2.5 - 3.5 Lakh

Relationship Manager ( Sales Dealer) Job Responsibility Team HR | Indira Securities Pvt Ltd Qualification Package REFERANCE ID: ISPLRPCG Industry: Broking Financial Services Location: Bhilai ,Raipur (CG) Key Responsibilities: Client Acquisition Retention: Onboard new clients, maintain relationships, and provide investment advisory. Revenue Growth: Achieve revenue targets through brokerage, cross-selling, and increasing trade volumes. Customer Service: Handle queries, resolve issues, and coordinate with back-office operations. Business Development: Leverage networking, referrals, and industry events to expand the client base. Reporting: Track sales performance, revenue, and client interactions. Regards Education: Graduate/Postgraduate in Finance, Business (NISM preferred). Experience: Minimum 2-5 years in broking, wealth management, or financial services. As per industry standards.

Company Name: Aditya Birla Experience: 1-8 Years Location: Hyderabad (WFO) Interview Mode: F2F Interview Rounds: 1 Round Notice Period: Any Job description: Role & responsibilities 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, and analyst meets for improved client servicing. Preferred candidate profile Graduate/postgraduate with 1 years experience\should have good communication skills should be self starter NISM8 Mandatory

Role Purpose: Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities: 1) Responsible for Concept Selling across the region, leveraging distributor relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language ( Common Pitch ) 4) To conduct Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To actively work on D & E counters with Sales team and include them as part of their branch visit 6) To work with Sales Team in increasing distribution spread and product Mix 7) Accompany Sales RM in key distributor meeting (Advisory IFA, UHNI, Private Wealth RM) and closely manage Key Family Offices/UHNIs in the respective region Please share resume on taru@avaniconsulting.com Contact : +91 7355922379

Direct 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 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 clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory.

We are looking for an experienced and customer-focused Relationship Wealth Manager to manage and grow a portfolio of high-net-worth individuals (HNIs). The role involves providing personalized financial advice, promoting wealth management products, and building long-term relationships to help clients meet their financial goals. Key Responsibilities: Manage and grow a portfolio of HNI clients through tailored financial solutions Conduct regular reviews to assess client needs, goals, and risk tolerance Cross-sell investment products including mutual funds, insurance, fixed income, and alternative investments Ensure high levels of customer satisfaction and service quality Stay updated on financial markets, products, and regulatory changes Ensure compliance with banking policies and regulatory guidelines Key Skills: Strong relationship management and interpersonal skills In-depth knowledge of wealth management products and financial planning Excellent communication and advisory skills Ability to understand and assess financial goals and risk profiles Sales and target orientation Certifications like NISM, AMFI, IRDA (preferred)

RM Dealers 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 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 market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for collecting margins / market-to-market loss REQUIRED QUALIFICATIONS: Graduate / Post graduate NISM Series VIII (Equity derivatives)