898 Nism Jobs - Page 6

Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales. Roles and Responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his State Bank Branches/ investors / depending for selling / targeting specific schemes as identified by the Business Head. Co-ordination & Organizing Investor Awareness Programs Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business. To penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements. Achievement of monthly, quarterly & yearly business plan. Channel Development & networking skills for achieving Channel Sales Skills & Competencies Quick thinking and problem-solving skills Able to work independently and as a team player Excellent communication skills and active listening skills Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. Thorough understanding of regulatory framework and Taxation Laws Positive and enthusiastic attitude Customer focus and result oriented approach Qualification & Experience MBA & Graduate with 0-2 years of Industry Experience Good knowledge of Equity, Debt Markets will be added advantage NISM VA Mandatory MFD Certified

Role & responsibilities Direct 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 Examination and EUIN Number Insurance Corporate Agency Licence (SP Certificate) (for Insurance) will be an added advantage.

SEBI IA certification (NISM-Series-X-A and X-B: Investment Adviser Certification) must. Experience in equity research, portfolio management and investment advisory services. Strong financial modelling, equity research, and portfolio management skills Required Candidate profile Comply with SEBI's Principal Officer requirements for Investment Advisors (IA), possess strong equity research & portfolio management skills Prior experience in establishing or managing an IA vertical Education PG: MBA/PGDM in Finance, CA in CA

- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com

Place orders on behalf of clients Providing advisory services AUM product penetration Cross selling of third party investment products after market Generate Revenue Achieve sales targets Required Candidate profile Office Timing: Monday to Friday 8.30 to 5.30 pm Sat - 10 am to 2 pm Saturday 2nd and 4th off

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.

About the Role: We are looking for a proactive and detail-oriented Operations Executive Investment Support with hands-on experience in mutual fund back-office operations . This is a critical role within our operations team, where you'll be responsible for ensuring smooth execution of client transactions, documentation, compliance, and coordination with internal and external stakeholders. Key Responsibilities: Handle end-to-end client onboarding including KYC verification, FATCA compliance, and documentation across mutual fund platforms. Execute and monitor Mutual Fund/SIP/Insurance transactions based on client instructions with accuracy and timeliness. Coordinate with clients and Relationship Managers to collect documentation, resolve queries, and ensure smooth transaction flow. Maintain and update internal trackers, MIS reports , and dashboards using Excel/Google Sheets. Liaise with AMCs, RTAs , platform partners to ensure timely execution and reconciliation. Monitor and report on investment transactions, redemptions, and client communications. Ensure adherence to regulatory requirements and internal compliance processes. Assist in audits, internal reporting, and operational enhancements. Requirements: Graduate in any stream; finance background preferred. 3-5 years of experience in Mutual Fund or Wealth Management Operations is mandatory . Familiarity with transaction platforms (BSE StAR, NSE NMF, NJ, etc.) and AMC coordination. Proficiency in MS Excel, Google Sheets , and use of CRM or back-office software. Strong attention to detail, time management, and multitasking skills. Excellent communication skills and ability to coordinate across teams and clients. Why Join Us? Be part of a growing and client-focused wealth management team. Exposure to end-to-end mutual fund operations and financial services workflow. Work in a collaborative and supportive environment with growth opportunities. Gain hands-on experience with top AMCs, fintech platforms, and evolving industry practices.

Dear candidate, Urgent opening for Broking firm. Exp - 3 yrs min CTC : Upto 6-25 LPA Location : Mumbai Advisor PCG Candidate should have experience into Trading and Order Punching Candidate should have exp handling the HNI and UHNI Clients Candidate should have exp of client acquisition and client servicing Candidate will have target of cross selling post completion of 2 yrs in MO Candidate should have knowledge of derivatives , options, cash and trading. Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Responsibilities: * Manage equity derivatives portfolio * Monitor market trends & risks * Execute trades on exchange platforms Annual bonus

Role & responsibilities : Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets. Key Deliverables: 1. Ensure timely advice to customers for Equity and Derivative markets 2. Portfolio Review to be done monthly with clients for deepening the Client relationship. 3. Ensure adherence to Compliance process for advice given 4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP. 5. Daily meetings to be done with existing clients and new prospects for business. Preferred candidate profile: Educational Qualifications: Graduation in any discipline, MBA Finance or NCFM. Experience: 3+ Years in Equity / MF / PMS / Broking. Must have experience in using terminal. Domain Knowledge: Understanding of capital markets o IT Skills: MS Office

PAN India Requiremen: I'm hiring for Financial Advisor. Work location- Jodhpur. Udaipur. Sikar. Delhi . Banglore . Mumbai. Hyderabad Degree mandatory Client budget 2.5 L to 4.5 L Experience minimum 6 month in Mutual funds Sales. Demmat Acounts Sales. 6 days working & 2nd. 4th and Sunday off. Shift time 9 am to 6 pm Good English communication Age limit not above 32yrs Call 8377024167 & 9560576207 OR brdassociates@workmail.com

Dear Candidates, Greetings of the Day. We are hiring for the role of Associate Vice President - Equity Sales Job Location - Kurla west Candidate must have experience in CASH and FNO Job Responsibilities Implement Cash & F&O business plan with the objective of increasing client activity, broking revenues, and market share for the company. Implement Alternate Assets Business Plan, Corpus Mobilization, Training & related operations at HO. Proactively track business across both Cash and Derivative segment and devise strategies to augment them Ensure achievements of Revenue, market share & ADTO Targets for assigned Clusters. Drive Ideas & Strategies in cluster and ensure 100% achievement of assigned Targets . Ensure achievements of Cross Sell Targets for assigned Clusters On demand support for RMs, meeting Top revenue & asset client - Top clients, meetings, Branch Visits, training for RMs Direct Responsibilities Responsible to grow market share, revenues and increase wallet share of assigned regions (if any). Ensure all the activities are in adherence as per compliance and risk policies. Engage Digitally with clients to educate them and promote in-house tools & strategies Contributing Responsibilities Engage Digitally with clients to educate them and promote in-house tools & strategies. Responsible to grow market share, revenues and increase wallet share centrally as well as assigned regions (if any). Plan and run various digital campaigns for cash & F&O business in-coordination with research, data analytics and digital teams. Co-ordinate with zonal heads, group heads and branches and relationship managers to initiate and conduct front end training to equip them with the tools needed to have better client engagement. Identify and analyze trends on market share and turnover activity across Branches through regular evaluation of company s MIS reports and develop strategies in order to arrest any deviations and align them with the set companys goals. Ensure all to the activities done as per the guidelines of Compliance policies. Ensure NPS activities take place smoothly in allocated cluster, assist RMs to speak to detractor customers Mandatory working experience in Capital Market , Stock Broking industry Interested candidates can share their updated resume to agnes.gomes@sharekhan.com

Role: RM Advisor Activate trading accounts for clients and guide new entrants in understanding the equity market Cross-sell investment products, Insurance (MF), PMS, SIP Equity trades for client trades online or by placing orders on their behalf. Required Candidate profile Qualification: Any graduate with NISM 8 mandatory • Experience: Min 2 yrs of exp • Strong expertise in client acquisition, retention strategies, and achieving sales Ruhi 9113961458

ROLES Advising Clients for Commodities and Currency products. Punching orders on behalf of clients after their consent. Generating Brokerage. Passing on research calls and engaging clients to trade. Activating clients for Commodities. Required Candidate profile Qualifications: - A Graduate/MBA Desired Skill Set: Commodity /Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Can Contact Ruhi @ 9113961458

As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new cliental base and drive wealth business equally. Job Responsibilities Execute the orders on behalf of clients. Confirmation of trade done by EOD. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequently. Daily processing & confirmation of trades. Punch orders for clients on NSE/ BSE terminals. Online Trading and generate brokerage for Company. Re - Activation and provide services to the clients . Monitor client exposure limits. Solving queries of the customers. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. New A/C acquisition for Commodity. Job Specification : Good communication (verbal and written) skills Ability to speak in local language and English Graduate from recognized university or college Strong product knowledge and understanding of capital market Minimum of 3 year experience in Commodity broking Holds latest certificate of NISM XVI Understanding of local market and captive client base Should have basic computer knowledge of using email, Microsoft office and etc

Greetings from AVANICONSULTING We 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 Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Hi, Hiring || RM- Mutual Funds Sales - Banca channel - ON Role - B2B Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. Uttam -9949101406 Call / WhatsApp. your resume Share updated resume:- uttam@avaniconsulting.com No charges.

Urgent Hiring for CSA Fresher & Experience both can apply.( Experience in BPO or BFSI or Financial serves) Graduation mandatory NISM 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 with NISM certificate is recquired

Provide clients with market updates, investment advice, and research-backed recommendations. Demat, Meet daily, weekly, and monthly targets related to client acquisition and revenue generation Cross Sales ,brokrage generation

Trade Execution: Accurately & efficiently execute buy & sell orders for clients in equities, derivatives Build & maintain long-term, trusting relationships with clients All trading activities adhere to SEBI regulations & internal compliance policies Required Candidate profile Graduate with 2-3 yrs experience in Stock Broking co as a Relationship manager/ Equity Dealer NISM Mandatory Strong analytical and problem-solving abilities. info.aspiringmantra@gmail.com

Trade Execution: Accurately & efficiently execute buy & sell orders for clients in equities, derivatives Build & maintain long-term, trusting relationships with clients All trading activities adhere to SEBI regulations & internal compliance policies Required Candidate profile Graduate with 2-3 yrs experience in Stock Broking co as a Relationship manager/ Equity Dealer NISM Mandatory Strong analytical and problem-solving abilities. info.aspiringmantra@gmail.com

Hiring for Investment Advisor and cross sales 5 Days Working * Graduation mandatory. * NISM Certificate is required * Preferred background in BFSI Sales * Experience in BPO or financial services. HR Arti 9522754537 Required Candidate profile excellent verbal and written communication is required graduate is mandatory with NISM Certificate

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: Bangalore/ Belgaum/ Mangalore & Goa ************************************************************************************************************************************************************** Interested candidate can share your CV to Priyanka.R@sbicapsec.com ******************************************************************************************************************************************************************

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, Chandigarh, Jalandhar, Dehradun, Amristar, Bathinda & Haldwani ************************************************************************************************************************************************************** Interested candidate can share your CV to Priyanka.R@sbicapsec.com *****************************************************************************************************************************************************************