898 Nism Jobs - Page 5

Aditya Birla Money is Hiring !! Location - Chennai CTC - 3Lakhs to 7 Lakhs (Additional Incentives) No Of Opening - 10 Role - Equity Advisory Cum RM Experience : Must have relevant experience in equity dealing and client relationship management Client Base : Should have an existing client base or should be willing and capable of selling third-party products Qualification : Undergraduate candidates can be considered Certification : NISM Series VIII (Equity Derivatives) certification is mandatory Interested candidates can come for interview on Friday - Meet Padmanabhan

Hiring for Investment Advisor and cross sales 5 Days Working * Graduation mandatory. * NISM VA/VB OR XA/XB Certificates are required * Preferred background in BFSI Sales * Experience in BPO or financial services. * Day shift HR Arti 9522754537 Required Candidate profile Excellent communication is required graduate is mandatory NISM certificate is required

Role: Dealer - Trading Experience: 2 - 6 Years Job Description: Role & Responsibilities: Responsible for managing clients portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department. Communicating trading on calls and investing ideas to customers. To trade on behalf of clients. Responsible for brokerage generation. Cross selling third party products. Research and build relationships with clients. Required Skillset: Pleasant personality and good communication skills. NISM Certification Basic knowledge of finance and financial products. Must have worked on ODIN software. Good in Excel. Any Graduate Full Time Interested Candidates can share their CV's at BhagyashreeS @topgearconsultants.com

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.

You'll be responsible for generating brokerage primarily by advising clients on their equity portfolio for long-term investments as well as positional trading ideas in stocks for short/medium-term.

You will be responsible for overseeing the performance and operations of multiple branches within the Bangalore region. This includes direct management of Branch Heads, as well as the PCG Sales and Sales Trader teams.

Role & responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund Distributors Certification IRDA Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or whatsapp-7338112258

Process:- Customer Relationship Executive Motilal Oswal (Mutual Fund Sales) Qualification: Graduation mandatory Salary: 17,000 In-Hand | 21,000 CTC + Attractive Incentives Skills: Excellent Communication in English Benefits: Rotational Weekoff Experience: Sales experience required Freshers can apply Week Off: Sunday Fixed Shift: 9:30 AM to 6:30 PM Perks: Centralized pickup/drop Manage customer relationships and promote mutual fund products. Freshers with good communication skills can apply. How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Nisha:- 9763458943

Immediate and Urgent Hiring Relationship Manager (Equity & Derivatives) Job Location: Thane Roles and Responsibilities : 1.Advise clients on investments in Equity and Derivatives markets and execute orders on their behalf. 2.Build and maintain strong client relationships while educating them about various investment opportunities. 3.Manage a pre-assigned set of existing customers and ensure high levels of client satisfaction. 4.Promote and cross-sell financial products including Mutual Funds, Insurance, SIPs, PMS, etc. Desired Candidate Profile: 1. Should be NISM VIII, NISM V A & IRDA certified . 2. Any Graduate with minimum 3 Years of Broking / Dealing experience 3. Good knowledge of Equity Market and TPP 4. Good communication (Written and Verbal). Apply now on monikarathod@hdfcsec.com if you meet the above criteria and are ready to take your career to the next level!

Job description - 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 Tech Mahindra is hiring for Telesales adviser at Airoli Location Designation: Sales Executive Roles & Responsibility: Sell mutual funds to customer & work as advisors Identify and assess customer's needs to achieve satisfaction Build sustainable relationships and trust with customer accounts through open and interactive communication. Key skills required: Excellent English communications skills Ability to listen and active problem-solving skills. Good interpersonal skills Required Candidate profile: Education & Experience: Any Graduate & Experienced candidates (minimum 6 months on paper) Salary: In hand 20.7k to In hand 44.2k (Salary is totally depending upon NISM certification) Working location: Tech Mahindra Ltd. Airoli Work from office Shift Timing: 8am - 8pm any 10hrs for Male & Female both 5 days Working & Two Rotational week off. Age: 18-35 years Note: NISM certification is mandatory. We are perticularly looking for NISM VA/ VB/ VIII/ XA/ XB HR Contact Person: HR Priyanka : 8689948557 (Call/WhatsApp)

Assist Compliance Officer in compliance duties for regulations & rules issued by SEBI Monitor the resolution of client grievances for all projects Support the Compliance Officer in monitoring the compliance of Operations Provide regular reports Required Candidate profile Understanding of compliance regulations Compliance-related duties for regulations and rules issued by SEBI under KRA Regulation, UIDAI, CCA, GSTN, or the Central Government. Contact-Ankit-8104808547

Deep Knowledge of Depository Operations. Sharp Knowledge of Local DPM, e-DPM, DMS and i-Assist and CDAS system. Document knowledge: Demat, Remat, MF redemption, Account opening (Individual and Non-Individual) DIS Execution, Scan process. Account Closure, Transmission, Closure-Cum-Transfer. DIS issuance. Graduation must. NISM VI must.

Role & responsibilities Acquire new clients through leads, referrals, cold calling, and networking. Provide investment advice based on client risk profiles and financial goals Execute trades in equity, derivatives, mutual funds, and other financial instruments Achieve business targets related to client acquisition, revenue, and product cross-selling Update clients with daily market insights, investment ideas, and research recommendations Build and maintain strong client relationships and offer excellent customer service Maintain and update records of trades and client interactions Communicate real-time market updates to clients and advise them on trade decisions Execute buy/sell orders for equities and derivatives on behalf of clients Preferred candidate profile Bachelors degree in Finance, Commerce, or related field. NISM Series VIII (Equity Derivatives) certification Mandatory 13 years of experience in equity dealing or broking environment. Strong understanding of financial markets, investment products, trading platforms, and equity products. Excellent communication and analytical skills If anyone is interested request you to share your updated profile. Triveni S Regional HR mail ID - trivenis@rathi.com Contact no - 8951380792

Role/Profile Privilege Dealer Job Title/ Designation Assistant Manager/ Deputy Manager/ Manager Company Profile https://anandrathi.com/ CTC range Up to Rs.6lacs Location Hyderabad,Visakhapatnam SUMMARY: - The Privilege Dealer help clients execute their buy or sell orders. PRIMARY JOB RESPONSIBILITIES Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients EXPERIENCE REQUIRED (2year minimum) Candidate should have 1 Year in broking industries Qualification Required Graduate or Post Graduate Other Details/ Mandatory Certification NISM VIII Dealers Module Reporting to Team Handling/ Playing Captain No Recruiter Details karthikthalluri@rathi.com 7893436848

Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Mutual funds, PMS , SIPs & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Candidate having good relationship with HNI Clients. 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 and NBFC/ Mutual Fund Company only. Interested Candidates please share your profile on sanjaysharma@rathi.com Desired Candidate Profile Perks and Benefits Handsome Salary + Incentive as per policy with no capping Office Address : Anand Rathi Share & Stock Broker Ltd PS Arcadia Centrum, 10th Floor 69, Park Street - 700016 Website: www.rathi.com

Urgent Hiring for CSA Fresher & Experience both can apply.( Experience in BPO or BFSI or Financial serves) Graduation mandatory NISM 5/8/10/XA/NISM XB/VA/VB certificate is required Salary : 2 LPA to 5 LPA Immediate joiners. HR Apporva 9713546791 Required Candidate profile Excellent verbal and written communication Fresher & Experience both can apply( Experience in BPO or BFSI or Financial serves) Graduation mandatory NISM 5/8/10/XA/NISM XB/VA/VB certificate is required

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: Investment Advisor & Cross Sales Location: Airoli Languages Required: English and Hindi Shift: 5 Days Working Eligibility Criteria: Graduation mandatory. NISM XA/ NISM XB / NISM VA / NISM VB Certification required Preferred background in BFSI Sales (Banking, Financial Services, and Insurance) Experience in BPO or financial services. English proficiency : V5 For candidates with NISM VA/VB certification: Freshers: 2,70,000 LPA - 20,714 Inhand 6 to 12 months experience: 3,20,000 LPA- 24,577 Inhand 12 to 24 months experience: 3,70,000 LPA - 28,440 Inhand 24 months+ experience 4,20,000 LPA- 32,302 Inhand NISM XA/XB certification Salary Freshers: 3,75,000 CTC - 28,826 Inhand 6 to 12 months experience: 4,50,000 CTC - 34,620 Inhand 12 to 24 months experience: 5,00,000 CTC - 38,483 Inhand 24 months+ experience: 5,75,000 CTC - 44,277 Inhand

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)

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 Sanika-9082104424 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.

Job description Job Description: Roles and Responsibilities 1. Communicating trading calls and investing Ideas to customers. 2. Thorough knowledge of all exchange rules, regulations and compliances. 3. Ability to advise the clients from time to time based on the research calls. 4. Generating brokerage and volume. 5. To Trade on behalf of clients, keeping them informed about rates, research information and market outlook, order & trade details and confirmations. 6. Identify new streams for revenue and maintain cordial relationship with existing clients. 7. Developing relationship with Clients and generating leads through references. 8. Achieve laid down target W.r.t Revenue Generation and Client Activation. 9. Cross selling third party products (Life Insurance & Mutual funds). Competencies Required A. Good spoken and written communication. B. listening skills. C. Confidence and Presentation skills. D. Ability to explain information clearly and simply. E. Convincing skills. Essential Educational & Experience Qualification A. Graduation & dealing experience in broking domain. B. NISM 8. Location: Delhi, Jalandhar, Chandigarh, Bareilly, Dehradun, Aligarh ************************************************************************************************************************************************************** Interested candidate can share your CV to Sujay.A3@sbicapsec.com ******************************************************************************************************************************************************************

We at HDFC Securities Ltd require Branch Manager for Akola & Jalgaon locations. Role & responsibilities Responsible to manage the profitability of the Branch. Closely monitor revenue against cost and generate revenue through Equity/ TPP and any other new launch. Manage a team of RMs and Ensure proper segregation of customers and active clients mapped to RMs. Monitor brokerage of the branch/dealer and income from other products. Increasing sales, reaching the targets and goals set for the area, Channel management. Manage the clients in the locality within the said radius. Handle overall branch operation, risk and administration related activities Ensure connectivity in the branch. Coordinating with the research team for advice/review of the portfolio for top customers on regular basis. Preferred candidate profile NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) Minimum graduation degree Minimum 8 years of work experience in financial services & 2+ Years of Team Handling is Mandatory.

CFP & Relationship Manager / Investor Advisor Our Client: Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over 1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market. Job Title: CFP & Relationship Manager / Investor Advisor Experience: 3-8 years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferred Locations: Gurgaon About the Role: We are looking for a dynamic and experienced Certified Financial Planner (CFP) with a proven track record as a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice. Key Responsibilities: Client Relationship Management: Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters. Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice. Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firms client base. Financial Planning: Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning. Develop and present comprehensive financial plans tailored to clients’ goals, risk tolerance, and financial circumstances. Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes. Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI (Securities and Exchange Board of India) guidelines. Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan Business Development: Leverage existing networks and relationship-building skills to acquire new clients and expand the firm’s assets under management (AUM). Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients. Requirements: Qualifications: Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body(preferred). Additional certifications such as CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus. Experience: Minimum of 5 years of total experience in financial planning and wealth management in India. At least 3 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services. Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM). Skills: Strong knowledge of Indian financial products, tax laws, and investment vehicles (e.g. mutual funds, ULIP’s, PMS, REITs) Expertise in financial planning tools and software Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner. Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research. Proven ability to build and maintain client trust, with a client-centric approach to service delivery About Hireginie: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.

Job description About the role: As a lead you will be driving Paytm partnership business which will include collaborating with asset management companies (AMCs) and other entities in this space and grow PODs contribution to overall sales. Expectations/Requirements: 1) Build and maintain strong relationships with existing clients to understand their financial goals. 2) Scout and build solid relationships with AMCs, new, medium and small, displaying a dedication to delivering first-class service and online distribution avenues. 3) Understand Paytm Moneys Mutual Fund product offerings and consult clients on how it can align with their financial goals. 4) Building a short/medium/long-term pipeline in accordance with monthly and quarterly revenue targets 5) Liaising with key internal and external stakeholders to set up and (or) follow business processes and SOPs 6) Suggesting new ideas and developing plans for future business and revenue growth. Location: Mumbai Ideal candidate would have: 1) Extensive experience in mutual funds sales. Distribution experience of other capital markets products is a plus. 2) Prior professional relationship with multiple AMCs is a must. 3) Experience in distribution- sales, online marketing and advertising is a plus. 4) Creative and strategic vision to build value proposition for clients. 5) Understanding of D2C Mutual Fund Distribution Platform. 6) Knowledge of mutual fund industry numbers. 7) Strong analytical skills as well as experience in applying those skills in the distribution domain. 6) Sound judgment and flexibility in balancing program requirements, tight deadlines, and keeping people and projects moving on schedule. Education: Graduation is compulsory.