321 Brokerage Generation Jobs - Page 11

Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients. To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the Desk and the respective Advisor. Regular meetings with Active clients, converting the dormant clients into active Clients. Regular Regional visits for HNI client meetings, seminars/events. Cross-sell of Third-party focused products as suggested by the Anand Rathi group (includes MF, PMS, Structure Products & other...

Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during t...

Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during t...

Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during t...

- Managing & handling ultra 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 or related role. - Excellent understanding of financial markets. - Investment Advisory

Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer Min Experience -1 YRS & above CTC - 6 LPA.. 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 apex.mitalihr@gmail.com if...

Dear Candidate, Greetings ! Role & Responsibilities : We have an urgent opening for - Area Head / Senior Branch Head and Branch Manager Location - Aurangabad, Jalna and Pune Job Description: 1. Setting Team revenue and Targets for the Team. 2. Candidate should come along with his or her Team. 3. Checking the status of Client-Cash limits and Stock Limits. 4. Self analyzing the market as well as compiling the data received from the Research Analysis Team and updating the Customers accordingly. 5. Suggesting the Clients regarding market scenario. 6. Coordinating with the RMS to find out the Margin shortfall requirements of the Clients. 7. Assisting the Relationship managers for important Busine...

Department : Broking 1. Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2. Will be responsible for primarily selling Equity based investment products. 3. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4. Responsible for achieving targets as assigned by the organization on a monthly basis. 5. Provide regular updates to the immediate superior as and when required Skills & Knowledge : 1. Graduate / Post graduate with 1-4 yrs exp in direct selling of financial products from any financial services industry. 2. Should have good communication & presentation skil...

Urgent Hiring For - Sales Manager | Equity Dealer | Relationship Manager For Chandigarh and Delhi NCR Location Experience:- 2-10 Yrs Role & responsibilities 1. Handling a team of Relationship managers/ Senior Relationship Managers. 2. To ensure that the team achieves its sales targets. 3. Acquiring new business, catering to the needs of existing clients, developing business for the specified branch. 4. To achieve sales target in given period through pursuing the prospects to open the Demat & Trading Accounts by making clients aware of the merits of opening Account with SMC group. 5.Generating revenue in terms of brokerage Candidate Should be cleared NISM VIII Certificate Contact :- deepikach...

Globe Capital is hiring for Relationship Manager / Wealth Manager / Sales Manager (Equity). Industry : Broking Functional Area : Financial Services Salary : No Bar for the right Candidate. Location : Mumbai( Goregaon / Thane Job Description:- Relationship Manager / Wealth Manager / Sales Manager Maintaining the relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Generate revenues and AUM for the company as per the expectation. To ensure to reach the revenue target. Acquiring new and prospective custom...

Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office

Equity dealer required at chandigarh Qualification- Any graduate Exp- min 3 yrs salary- upto 70k NISM- equity cleared and valid required Location- Chandigarh , Ambala Note:- 5 days working Wtsapp me resume at 8295842337- Mr. Bansal

Key responsibilities : Drive sales and brokerage revenue by guiding Relationship Managers and advisors to achieve their KRAs. Monitor revenue performance across products, customer segments, and branch-level profitability. Ensure smooth branch operations by resolving back-office issues and adhering to agreed SLAs. Manage recruitment, training, and retention of staff, and suggest process improvements based on customer interactions. Qualification: Graduate in any field 5+ years in Broking industry 10+ years experience in team handling

PCG Sales Trader Key responsibilities and accountabilities 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 clients 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 initiated To assist in new client acquisition, building new relationships and increasing depth in ...

Globe Capital is hiring for AVP / Branch Manager / Team Manager / Sales Manager / Wealth Manager / Relationship Manager - Equity Sales. Industry : Broking Functional Area : Financial Services Salary : No Bar for the right Job Description:- Relationship Manager / Wealth Manager - Equity Sales Maintaining the relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Generate revenues and AUM for the company as per the expectation. To ensure to reach the revenue target. Acquiring new and prospective customers ...

Role & responsibilities Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engag...

Role: 1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with clients 2. Will be responsible for primarily selling Equity based investment products. 3. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4. Responsible for achieving targets as assigned by the organization on a monthly basis. 5. Provide regular updates to the immediate superior as an when required Interested candidate can reach out to me : pradeepkumar.muthukumar@kotak.com (8422917233) or neby.s@kotak.com (8939632168)

Job description Job Role: 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. 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 relationship with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior as a...

Job description Job Role: 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. 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 relationship with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior as a...

Job description Job Role: 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. 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 relationship with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior as a...

We are seeking a highly experienced Equity Dealer to join our team. The candidate will have a strong understanding of financial markets and a proven track record of successful trading. As an Equity Dealer, you will be responsible for executing trades Required Candidate profile Mandatory: Valid NISM-8 Certification , 2 years of experience as an Equity Dealer/Advisor is must Strong understanding of the equity market, trading strategies, and investment products.

jd - Responsibilities: Derivative Trade Execution: Execute equity, commodity, and currency derivative trades (Futures & Options) on behalf of HNI clients with precision and speed, ensuring optimal execution prices. Place orders accurately on trading terminals as per client instructions and market conditions. Manage client accounts, monitor positions, and handle margin calls effectively. Client Advisory & Strategy: Provide proactive and well-researched advisory services to HNI clients on derivative trading strategies, including hedging, arbitrage, speculation, and income generation. Educate clients on various derivative products, their risks, and potential rewards. Conduct regular portfolio r...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto- 6 LPA + incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991680640.

Hiring for SBI Capital Securities Designation: Client Activation (Quality Analyst) Location: Delhi NCR/NOIDA/GURGAON CTC: Upto 5lpa Reportees: Individual role Role & responsibilities Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduc...

Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during t...