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1.0 - 6.0 years
0 - 0 Lacs
bangalore
On-site
Position: Equity Dealer Location: Bangalore Experience: Minimum 2 years Qualification: Bachelors degree from a recognized institution Requirement: NISM 8 (Equity Derivatives) Certification Mandatory We are looking for enthusiastic and result-oriented professionals to join our team as Equity Dealers. The ideal candidate will play a pivotal role in trade execution while serving as a key liaison between clients and stock exchanges. This is a great opportunity for individuals aiming to grow in the capital markets and client servicing domain. Key Responsibilities: Execute trades on stock exchange platforms with precision and speed. Contribute to business growth by activating clients, cross-selling services, and increasing trading volumes. Maintain proactive client communication share market insights, research updates, and IPO information. Provide timely trade confirmations and support to clients. Take part in internal meetings and stay informed about market developments. Ensure adherence to all regulatory guidelines and ethical trading standards. Professional Expectations: Maintain high ethical standards by avoiding insider trading and malpractice. Demonstrate commitment, responsiveness, innovation, and a growth mindset. To Apply: Call/WhatsApp your updated resume to: 9388385104
Posted -1 days ago
4.0 - 9.0 years
3 - 8 Lacs
Gandhinagar, Ahmedabad, Gujarat
Work from Office
Relationship Manager/Senior Relationship Manager - GIFT CITY AHMEDABAD Experience required : 5 Years + Job Description : Execution of trade orders on behalf of clients. Building relationships with clients & educating them about Investments. Specialized Activities: Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal. Advising to client as per our research and sell any other products listed on IFSC Ready to learn new products and processes Minimum of 3 years of relevant experience in dealing (operating terminal OWS/TWS) as RM Required Criteria: 1. Graduation (preferably in finance specialization). 2. NISM 8 certification (Equity & derivatives) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills. Interested candidates can share their resume on Harjeetkaur.jude@hdfcsec.com. Thanks and Regards, Harjeet Kaur.
Posted 19 hours ago
0.0 years
4 - 9 Lacs
Kolkata, Siliguri, Dhanbad
Work from Office
Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage 5. Maximum age limit 35 years. Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at pawan.prasad@bajajcapital.com Contact Person : Pawan Kumar Prasad
Posted 20 hours ago
1.0 - 4.0 years
3 - 5 Lacs
Bengaluru
Work from Office
Retail Wealth Advisor Equentis Wealth Advisory Services Location: Kormangala Bangalore | Experience: 0.6 to 3 Years | Full-time Company Profile: Equentis Wealth Advisory Services is a fast-growing financial advisory firm dedicated to helping individuals build long-term wealth through research-driven equity investment strategies. Our client-first approach focuses on transparency, integrity, and delivering consistent value through personalized financial planning. Job Description: We are seeking a motivated and client-focused Retail Wealth Advisor to join our advisory team. The ideal candidate will have a passion for equity markets, strong interpersonal skills, and the ability to guide clients toward informed investment decisions. Key Responsibilities: Proactively engage with high-potential leads through calls, meetings, and digital platforms. Understand client needs and recommend suitable equity advisory products. Conduct financial consultations to ensure quality lead conversions. Follow up on leads assigned by the Wealth Advisory Head and update progress regularly. Work towards achieving monthly and quarterly individual and team targets. Collaborate with peers and leadership to drive performance and share best practices. Stay updated on market trends, investment strategies, and company offerings. Desired Candidate Profile: Education: Graduate (mandatory in any discipline) Experience: 6 months to 3 years in BFSI, Financial Advisory, Wealth Management, or Financial Sales Languages: Proficiency in English and Hindi (regional language is a plus) Key Skills: Excellent communication and interpersonal skills Strong persuasion and negotiation ability Knowledge of equity markets, mutual funds, and investment products Attention to detail and a client-focused approach Salary & Benefits: Fixed CTC: Up to 5.4 LPA Incentives: Performance-based, up to 4 LPA Structured onboarding and continuous training Opportunity to grow in a fast-paced, learning-driven environment Perks of Working at Equentis: Work with a mission-driven team focused on client success Exposure to high-quality research-based equity advisory practices Fast career growth and skill development opportunities Collaborative and transparent company culture Employment Type: Full Time, Permanent Apply today and become a part of our journey to build India's most trusted retail wealth advisory platform.
Posted 20 hours ago
10.0 - 15.0 years
5 - 9 Lacs
Mumbai
Work from Office
We re Hiring: Team Leader Retail Sales | Mumbai Location: Mumbai Department: Sales-Retail Reporting to: Zonal Head Sales, Mumbai Experience Required: 10+ years Education: MBA or equivalent Certification: NISM VA certified (or ability to complete before joining) About the Role We re looking for a dynamic and experienced sales professional to join our team. This role is key to building and nurturing distributor relationships, driving mutual fund sales through banks and national distributors, and executing our sales strategy with excellence. If you re someone who thrives in a high-impact, relationship-driven environment and understands the mutual fund industry deeply, we d love to meet you. Key Responsibilities Drive mutual fund sales through National Distributors and Banks in the Mumbai region. Develop strong relationships with distributors and channel partners to increase DSP s market share. Conduct regular meetings with partners, understand business needs, and share insights with internal teams. Activate new distributors and help grow their AUM with DSP. Deliver on net sales targets by building long-term, sticky assets. Strengthen DSP s brand presence and recall in the region. Track market trends, competitor activities, and distributor feedback ensuring timely action and adaptation. Execute sales plans effectively and achieve business goals What We re Looking For Capital markets expertise and deep understanding of the mutual fund industry. Strong relationship management skills with a proven ability to influence internal and external stakeholders. Self-starter with a positive attitude, high motivation, and strong communication skills. Proficiency in MS Office (Excel, Word, PowerPoint). Ability to bring strategic thinking into on-ground execution. NISM VA Certification (must be completed before joining if not already certified). Why Join DSP At DSP, we believe in long-term thinking not just in investments, but in people and relationships. You ll be part of a values-driven team focused on delivering excellence, transparency, and meaningful outcomes for our partners and investors.
Posted 21 hours ago
3.0 - 8.0 years
5 - 11 Lacs
Hyderabad
Work from Office
Role & responsibilities Direct Responsibilities Mobilize assets for investment products including Mutual Funds, PMS, AIFs, Corporate FDs, Sovereign Gold Bonds, Insurance, and any new products introduced. Achieve Net Equalized Assets (Lumpsum) targets for the assigned client book. Build and maintain an incremental SIP book. Meet New Business Development goals by reactivating inactive clients and acquiring new ones. Ensure regular client engagement and maintain strong relationships. Increase AUM, SIP flow, and revenue from the mapped client base. Contributing Responsibilities Acquire and activate new clients with asset collection goals. Conduct 23 client meetings daily within the assigned territory. Support cross-functional teams in client servicing and relationship building. Technical & Behavioral Competencies Strong verbal and written communication skills. Fluency in the local language is an advantage. Excellent interpersonal skills and team-oriented attitude. Process-driven with a strong willingness to learn and adapt to evolving needs. Highly self-motivated with a strong focus on targets and client satisfaction. Preferred candidate profile PMS NISM Investment Mangement Portflio Management If Interested then connect with shravani.m@genxhire.in OR 7710889351
Posted 22 hours ago
5.0 - 10.0 years
6 - 12 Lacs
Bengaluru, Delhi / NCR, Mumbai (All Areas)
Work from Office
Role & responsibilities To up sell AMC 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 product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preferred candidate profile Any Graduate with 5 to 10 Years experience in MF sales. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.
Posted 23 hours ago
1.0 - 3.0 years
2 - 4 Lacs
Mumbai, Mumbai (All Areas)
Work from Office
Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri (NISM VIII) Mandatory Roles & Responsibilities : Managing of 100 to 1500 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Mail - salonidevi.vishwakarma@kotak.com also share your updated resume on 7039279297
Posted 23 hours ago
1.0 - 6.0 years
2 - 4 Lacs
Hubli, Chennai, Bengaluru
Work from Office
Contact Anitha @ 9869504403 / qrn.anitha@gmail.com Location: Bangalore, Chennai & Hubli Equity Dealer and Sales profile. Experience : 1 to 5 yrs in broking, also keen in 3rd party sales after market hours. ctc 20k to 35k Required Candidate profile To book orders on behalf of clients Required Candidate profile Good communication Knows local language NISM -8 mandatory
Posted 1 day ago
1.0 - 5.0 years
2 - 5 Lacs
Hubli, Krishnagiri, Bengaluru
Work from Office
Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Bangalore, Chennai,Hubli & Krishnagiri ctc - 2.5 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com
Posted 1 day ago
0.0 - 2.0 years
2 - 3 Lacs
Pune
Work from Office
Roles & Responsibilities: Contribute to sales performance and sales goals for the allocated territory Develop key relationships with new & existing investors to drive new business and keep them up to date. Analyse, evaluate, and develop a tailored relationship strategy for each client. Coordinate with the operations team and assist clients in their investment journey. Actively assist and support marketing activities by working on events, summits, etc. Remain current on all aspects of the Alternative Investment industry and emerging products in this space. Proven track record in sales, especially in the financial services sector. Sound technical financial services knowledge Basic understanding of alternative investment products and ability to grasp new concepts and processes quickly Excellent communication skills (both written and verbal) and strong presentation skills (project plans, presentations, data mining, analysis) Fluency in both written and verbal English is mandatory. Fluency in Hindi is preferred and additional languages would be a further asset. Qualifications: - Minimum Fresher to 2 year experience as a customer relationship executive or any sales-related position in financial services (especially selling PMS- Portfolio Management Scheme and AIF- Alternative investment funds Relevant degree in Business Administration, Law, or Economics (Bachelors or Master’s degree) Role & responsibilities Preferred candidate profile
Posted 1 day ago
0.0 - 5.0 years
1 - 2 Lacs
Chennai
Work from Office
Responsibilities: * Meet sales targets through effective field selling techniques * Generate leads, close deals, manage customer relationships * Collaborate with marketing team on campaigns & promotions Performance bonus Travel allowance Food allowance Health insurance Annual bonus
Posted 1 day ago
3.0 - 8.0 years
5 - 6 Lacs
Rajahmundry, Visakhapatnam, Guntur
Work from Office
- 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.
Posted 2 days ago
1.0 - 6.0 years
3 - 8 Lacs
Mumbai
Work from Office
Department Dealing No. of Openings 2 Age 22+ Qualifications Graduate Experience in Years Min - 1yr Job Responsibilities Execute equity/derivative trades on BOLT, NEAT & ODIN with precision Support business associates via trade reports and data insights Liaise with departments for prompt query resolutions Educate clients on in-house research and product offerings Activate and engage dormant retail & HNI trading accounts Candidate Profile NISM Series VIII Equity Derivatives Certification mandatory Strong command in English, Hindi, Gujarati and Marathi Proactive with a keen eye on market developments Strong listening skills and responsive attitude Able to maintain cordial relationships with internal and external stakeholders ATTENTION INVESTORS: || Investor Charter : | | | || || || || || IPO Subscription: " UPI Mechanism is Compulsory for Retail Investors. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investors account." || Prevent Unauthorized Transactions in your Demat Account remains in investors account." || Prevent Unauthorized Transactions in your Demat Account - Update your Mobile Number with your Depository Participant . Receive alerts on your Registered Mobile number for all debit and other important transactions in your demat account directly from CDSL on the same day. ISSUED IN THE INTEREST OF INVESTORS "Prevent unauthorised transactions in your account --> Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day . Issued in the interest of Investors." About the company About the company Established in 1982 by Mr. Sushil N. Shah as a proprietary concern, SUSHIL FINANCE, over a period of time, has emerged as one of India s leading Financial Services....
Posted 2 days ago
2.0 - 5.0 years
3 - 5 Lacs
New Delhi, Lucknow, Jaipur
Work from Office
Key responsibilities Execute client orders on NSE/BSE terminals. Drive higher trading volumes and ensure frequent client activity. Advise clients on investment strategies and distribute wealth products (MF, PMS, Insurance, Bonds, CorporateFDs, NCDs, etc.). Monitor client exposure limits and resolve market/investmentrelated queries. Generate new business and expand the client base. Ensure full adherence to all internal and regulatory compliance requirements. Role & responsibilities Thanks & Regards Gaurav Srivastava Cell:+91-8470085479 / +91- 9354549772 Email : gaurav@protonlogics.in www.protonlogics.in
Posted 2 days ago
0.0 - 5.0 years
3 - 4 Lacs
Thane, Gurugram, Mumbai (All Areas)
Work from Office
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: 9082104424 Sanika 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
Posted 2 days ago
2.0 - 7.0 years
3 - 7 Lacs
Lucknow, Jaipur, Delhi / NCR
Work from Office
Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 LPA, monthly incentive
Posted 3 days ago
5.0 - 10.0 years
8 - 15 Lacs
Ahmedabad, Rajkot, Surat
Work from Office
Increase client base, revenue and market share Increase base of UHNI, Large Self Trader clients and corporate customers Ensuring Dealer Productivity Manage relationships across set of clients Profitability from Cross Sell ABC’s Investment Products Required Candidate profile Job Location - Rajkot, Ahmedabad, Surat, Vadodara Experience in Equity Broking industry, selling financial services products, product knowledge, people management skills, Team Management skills
Posted 3 days ago
5.0 - 10.0 years
8 - 15 Lacs
Nashik, Pune, Aurangabad
Work from Office
Increase client base, revenue and market share Increase base of UHNI, Large Self Trader clients and corporate customers Ensuring Dealer Productivity Manage relationships across set of clients Profitability from Cross Sell ABC’s Investment Products Required Candidate profile Job Location - Pune, Nashik, Aurangabad Experience in Equity Broking industry, selling financial services products, product knowledge, people management skills, Team Management skills
Posted 3 days ago
5.0 - 10.0 years
8 - 15 Lacs
Hubli, Mangaluru, Bengaluru
Work from Office
Increase client base, revenue and market share Increase base of UHNI, Large Self Trader clients and corporate customers Ensuring Dealer Productivity Manage relationships across set of clients Profitability from Cross Sell ABC’s Investment Products Required Candidate profile Job Location - Bangalore, Hubli, Mangalore Experience in Equity Broking industry, selling financial services products, product knowledge, people management skills, Team Management skills
Posted 3 days ago
8.0 - 12.0 years
8 - 15 Lacs
Kochi, Hyderabad, Chennai
Work from Office
Increase client base, revenue and market share Increase base of UHNI, Large Self Trader clients and corporate customers Ensuring Dealer Productivity Manage relationships across set of clients Profitability from Cross Sell ABC’s Investment Products Required Candidate profile Job Location - Chennai, Hyderabad, Bangalore, Kochin Experience in Equity Broking industry, selling financial services products, product knowledge, people management skills
Posted 3 days ago
2.0 - 7.0 years
3 - 7 Lacs
Kolhapur, Nagpur, Nashik
Work from Office
Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 L, monthly incentive, Medi, Insurance
Posted 3 days ago
2.0 - 7.0 years
3 - 7 Lacs
Navi Mumbai, Pune, Rajkot
Work from Office
Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 L, monthly incentive, Medi, Insurance
Posted 3 days ago
2.0 - 7.0 years
3 - 7 Lacs
Ahmedabad, Surat, Mumbai (All Areas)
Work from Office
Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 L, monthly incentive, Medi, Insurance
Posted 3 days ago
2.0 - 7.0 years
3 - 7 Lacs
Kochi, Hyderabad, Chennai
Work from Office
Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 L, monthly incentive, Medi, Insurance
Posted 3 days ago
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The National Institute of Securities Markets (NISM) is a premier institution for providing education and certification in the securities markets domain in India. With the growing importance of financial markets in the country, there is a high demand for professionals with NISM certifications. Job seekers looking to build a career in the financial services sector can find lucrative opportunities in NISM-related roles in India.
The average salary range for NISM professionals in India varies based on experience and location. Entry-level positions may start at around INR 3-5 lakhs per annum, while experienced professionals can earn upwards of INR 10-15 lakhs per annum.
Career progression in NISM roles typically follows a path from Junior Analyst to Senior Analyst, then to Assistant Manager, Manager, and eventually to Director or Head of Department.
In addition to NISM certification, professionals in this field are often expected to have strong analytical skills, financial market knowledge, proficiency in Excel, and good communication skills.
As you prepare for interviews in the NISM job market in India, make sure to showcase your expertise in securities markets, financial analysis, and regulatory knowledge. With the right skills and preparation, you can confidently apply for and excel in NISM roles in the financial services sector. Good luck!
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