318 Brokerage Generation Jobs

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1.0 - 4.0 years

2 - 5 Lacs

vijayawada, warangal, hyderabad

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Designation : Equity Dealer Grade: E1/E2 - Assistant Manager / Deputy Manager Years of Exp : 1 to 4 Years Location : Hyderabad/ Vijayawada/ Warangal Job Role 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 investment options 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 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 ...

Posted 22 hours ago

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1.0 - 6.0 years

2 - 6 Lacs

hyderabad, chennai, bengaluru

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Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer Min Experience -1 YRS & above CTC - 6 LPA+ incentive + other benefits Job Description:- 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- Minimum Graduation Should have a sound understanding / knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on...

Posted 23 hours ago

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1.0 - 5.0 years

3 - 7 Lacs

kochi

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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 ...

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1.0 - 5.0 years

3 - 7 Lacs

thiruvananthapuram

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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 ...

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1.0 - 5.0 years

3 - 7 Lacs

kozhikode

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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 ...

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1.0 - 5.0 years

3 - 7 Lacs

shimoga

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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 ...

Posted 1 day ago

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1.0 - 5.0 years

3 - 7 Lacs

mysuru

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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 ...

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1.0 - 6.0 years

2 - 7 Lacs

ahmedabad

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Urgently need Branch Manager, Equity Dealer,MFund Sales and BSE(business support executive) in a stock market Location Bangalore 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 Role – For BM , Managing Branch as a Profit Center by revenue generation. - For Dealer , Sale purchase on behalf of client - For MFund Sales- acquire clients and SIP Contact QRN on 9811985863

Posted 1 day ago

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0.0 years

0 Lacs

india

On-site

Company Description RS Wealth Management Pvt. Ltd. is a one-stop financial supermarket offering a wide range of investment options, services, and products. We are members of the National Stock Exchange (NSE), Bombay Stock Exchange (BSE), and Multi Commodity Exchange (MCX). Established in 2013, our mission is to be a trustworthy financial organization globally. We provide advanced trading platforms for Equity, Derivatives, Commodities, and Currency, and facilitate Mutual Funds, Insurance, Digital Signature Certificates, and E-Stamping. Our diverse client base includes corporate clients, institutions, HNIs, NRIs, and trusts, served by a team of experienced financial experts. Role Description T...

Posted 1 day ago

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5.0 - 6.0 years

5 - 7 Lacs

vijayawada

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Job Description Position / Job Title Relationship Manager- Equities Designation Officer/ Executive/ Assistant Manager/DM/Manager/Senior Manager Department Branch Dealing Sub Department Branch Dealing Reporting To (title) Branch Manager Superiors Superior (title) Cluster Head/ State Head Location Date Job Purpose To render financial services to customers to generate revenue through brokerage and third party products. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products Equity/ Currency/ DYSIP/ TPP and any other new product launched. 3CustomersActivation of customers, s...

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1.0 - 6.0 years

2 - 5 Lacs

davangere, thiruvananthapuram

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Key Responsibilities: Placing orders on behalf of customers Providing advisory services- AUM product penetration Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) New Client Acquisition & retention Client Meeting How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut : 7796426971

Posted 2 days ago

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1.0 - 5.0 years

3 - 7 Lacs

kochi

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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 ...

Posted 3 days ago

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1.0 - 5.0 years

3 - 7 Lacs

thiruvananthapuram

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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 ...

Posted 3 days ago

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1.0 - 5.0 years

3 - 7 Lacs

bengaluru

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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 ...

Posted 3 days ago

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1.0 - 5.0 years

3 - 7 Lacs

mysuru

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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 ...

Posted 3 days ago

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1.0 - 5.0 years

3 - 7 Lacs

mangaluru

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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 ...

Posted 3 days ago

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1.0 - 5.0 years

3 - 7 Lacs

shimoga

Work from Office

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 ...

Posted 3 days ago

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1.0 - 6.0 years

4 - 8 Lacs

hyderabad, chennai, bengaluru

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Equity Dealer RM- >Must be *NISM series 8 certified* > min 2 yrs exp in Trading and execution > Terminal operations (Buy/Sell) Equity Sales Manager - >Client Acquisition and Relationship Management >Revenue generation >Cross sell TPP Required Candidate profile Graduate with relevant experience Job Location - Bengaluru / Hyderabad / Kochi / Coimbatore / Chennai / Madurai or any other(*pls specify preferred location you wish to apply) Perks and benefits Best in the Industry

Posted 6 days ago

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0.0 - 5.0 years

1 - 2 Lacs

guwahati, agartala, bhagalpur

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Job Title : Equity Dealer Department : Business Development - Retail Reports To : Head of Trading / Branch Manager / Senior Dealer Employment Type : Full- Time JOB RESPONSIBILITIES : Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients. Business/ Operational/ Functional/ Financial Perspective execute the orders on behalf of clients by doing pre trade post trade confirmation. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To maintain a synergetic relations...

Posted 1 week ago

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0.0 - 3.0 years

2 Lacs

noida

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Roles and Responsibilities Brokerage generation as per the target Hand holding of clients during initial phases To handle sales promotion activities from time to time Skills Required Good Communication - Verbal & Non-Verbal Leadership Self Motivated Qualification Graduate fresher Experience Minimum 6 months of experience; However, freshers with good communication skills and zeal to make a career in the stock market can also apply.

Posted 1 week ago

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0.0 - 5.0 years

1 - 3 Lacs

bhubaneswar, kolkata, ranchi

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Job Title: Equity Dealer Department: Equity/Trading/Wealth Management Reports To: Head of Trading / Branch Manager / Senior Dealer Employment Type: Full-time Job Summary: We are seeking a skilled and proactive Equity Dealer to manage the execution of equity trades for clients, ensure compliance with regulatory guidelines, and provide market insights to investors. The ideal candidate should have a strong understanding of stock markets, excellent communication skills, and the ability to manage client relationships effectively. Key Responsibilities: Execute buy and sell orders on behalf of clients in equity and equity derivatives markets. Monitor client positions and ensure adherence to risk li...

Posted 2 weeks ago

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2.0 - 5.0 years

2 - 7 Lacs

navi mumbai

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Direct Responsibilities To execute fast and timely error free trades and also give trade confirmation to clients on email and recorded telephone line To upload batch file for large no of trades in Odin/ TT Contributing Responsibilities Broking Revenue for Sharekhan One Segment Handle clients in a very effective and seamless manner Preferred candidate profile Graduation is a must Decent communication skills Min 3 years of experience into client trading & revenue generation NISM 8 certified candidate willing to travel to Airoli Relevant candidates are requested to mail their updated resume on lakshmi.veliath@sharekhan.com with subject - Resume for Dealer

Posted 2 weeks ago

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1.0 - 6.0 years

3 - 8 Lacs

mumbai, mumbai suburban, mumbai (all areas)

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Role & responsibilities Trade Execution: Placing equity and derivative orders on behalf of clients. Providing end-to-end advisory services with a focus on AUM product penetration. Cross selling of third-party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) Preferred candidate profile Educational Qualifications: Graduate with minimum 55% Experience: 2+ Years experience in HNI broking Domain Knowledge Equity and derivative markets, Broking and operations, Client risk profiling, Fundamental and technical analysis IT Skills: Proficiency in Trading Applications, MS Office Additional Certification: NISM Series VIII Equity ...

Posted 2 weeks ago

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3.0 - 8.0 years

3 - 6 Lacs

chandigarh, lucknow, delhi / ncr

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We are hiring for Equity Dealer Job Description: 1. Execute the orders on behalf of clients by doing Pre trade post trade confirmation. 2.Responsible to achieve 3-times revenue of CTC. 3.Opening new Dmat and trading accounts of clients through self sources and through the companys leads. 4. Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 5.Responsible for achieving maximum sales target assigned thus ensuring profitability of Initial Public Offering (IPO) & Mutual Fund business and deals in all the cross sales at SMC. 6...

Posted 2 weeks ago

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1.0 - 6.0 years

1 - 4 Lacs

kota, udaipur, ajmer

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Urgent hiring for broking channel Candidate from same or any insurance background would be preferred most , kindly look for immediate joiners, notice serving ,15 days, 1 month notice serving .

Posted 2 weeks ago

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