224 Brokerage Generation Jobs - Page 2

Equity Advisor 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 relationships with existing clients. 7. Developing relationships 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 and mutual funds) Age : Up to 35 Years Eligibility 1) Graduation 2) Candidates with a minimum of 2 years of experience in Equity Dealing is desirable. 3) Candidates who are handling the life insurance product can also apply. 3) Freshers with good market knowledge can also apply along with NISM 8 certification, minimum MBA qualified.

The Branch Manager is responsible for overseeing the daily operations of the branch, ensuring excellent customer service, achieving sales targets, managing staff, and maintaining compliance with company policies and regulations. This role requires strong leadership, strategic planning, and excellent communication skills to drive branch growth and profitability. Role & Responsibilities - Manage and supervise the overall branch operations to ensure smooth and efficient functioning. Lead, motivate, and develop the branch team to achieve sales goals and deliver high-quality customer service. Develop and implement branch strategies to meet or exceed business targets. Ensure compliance with company policies, industry regulations, and legal requirements. Monitor branch performance metrics and prepare regular reports for senior management. Build and maintain strong relationships with customers, local businesses, and the community. Handle customer escalations and resolve issues promptly. Manage branch budgets, expenses, and resources effectively. Recruit, train, and evaluate branch staff. Coordinate with other departments to optimize operations and service delivery. Identify opportunities for business development and new client acquisition. Preferred Candidate Profile - Bachelors degree in Business Administration, Finance, Management, or related field (preferred). Proven experience in branch management or similar leadership role. Strong understanding of sales and customer service principles. Excellent leadership, communication, and interpersonal skills. Ability to analyze data and use metrics to drive decisions. Knowledge of regulatory requirements related to the industry. Proficiency in relevant software and systems. Skills: Leadership and team management Strategic planning and execution Customer relationship management Problem-solving and decision-making Financial management and budgeting Communication and interpersonal skills Organizational and multitasking abilities

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.

Responsibilities: 1.Maintain relationship banks and generate leads to open demat accounts. 2.Manage people and follow up on leads generated to open accounts. 3. Its a managerial role. No Third Party Targets No Insurance Mangalore & South Goa Provident fund Health insurance Annual bonus Sales incentives Travel allowance

Handle client acquisition Drive revenue through sales, ensure compliance Build long-term client relationships for sustained business growth. New investment opportunities, product offerings, and trading platforms

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs & TGS Alternative Investment Funds (AIFs) Bonds, FDs, Unlisted Shares Investment Advisory Platforms (IAP) Client Relationship Management : Build strong, trust-based relationships through regular engagement, timely market updates, and high-quality service. Qualifications & Skills : Graduate in Finance or related field (MBA/CFP/NISM preferred) 2 years of experience in trading or wealth management Strong market knowledge, communication, and client advisory skills How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Dhanashri:7796426785

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs & TGS Alternative Investment Funds (AIFs) Bonds, FDs, Unlisted Shares Investment Advisory Platforms (IAP) Client Relationship Management : Build strong, trust-based relationships through regular engagement, timely market updates, and high-quality service. Qualifications & Skills : Graduate in Finance or related field (MBA/CFP/NISM preferred) 2 years of experience in trading or wealth management Strong market knowledge, communication, and client advisory skills How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali : 9158043197

Dear Candidate, About SMC SMC Group, founded in 1990, is India's leading share and stock broker, provides a wide range of financial services and investment solutions. A blend of extensive experience, diverse talent and client focus has made us the best Currency broking house in India. We are also amongst the first financial firms in India to expand operations in the lucrative gulf market, by acquiring license for broking and clearing member with Dubai Gold and Commodities Exchange (DGCX). Website: http://www.smcindiaonline.com Relationship Manager - Dealing 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 relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business. Responsible to ensure all activities are in adherence as per Compliance. 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. Responsible for reactivation of dormant clients. Ensure growth in client by converting leads. Interested candidates forward your CV at khilat.afreen@smcindiaonline.com or WhatsApp at 9147159768

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 8 is Mandatory Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs & TGS Alternative Investment Funds (AIFs) Bonds, FDs, Unlisted Shares Investment Advisory Platforms (IAP) Client Relationship Management : Build strong, trust-based relationships through regular engagement, timely market updates, and high-quality service. Qualifications & Skills : Graduate in Finance or related field (MBA/CFP/NISM preferred) 2 years of experience in trading or wealth management Strong market knowledge, communication, and client advisory skills How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Dhanashri:7796426785

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. Interested candidates can share CV to amit_ghosh@branch.sharekhan.com

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. Interested candidates can share CV to amit_ghosh@branch.sharekhan.com

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs & TGS Alternative Investment Funds (AIFs) Bonds, FDs, Unlisted Shares Investment Advisory Platforms (IAP) Client Relationship Management : Build strong, trust-based relationships through regular engagement, timely market updates, and high-quality service. Qualifications & Skills : Graduate in Finance or related field (MBA/CFP/NISM preferred) 2 years of experience in trading or wealth management Strong market knowledge, communication, and client advisory skills How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Ashwini : 9923656681

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs & TGS Alternative Investment Funds (AIFs) Bonds, FDs, Unlisted Shares Investment Advisory Platforms (IAP) Client Relationship Management : Build strong, trust-based relationships through regular engagement, timely market updates, and high-quality service. Qualifications & Skills : Graduate in Finance or related field (MBA/CFP/NISM preferred) 2 years of experience in trading or wealth management Strong market knowledge, communication, and client advisory skills How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Dhanashri: 7796426785

Dear Candidate, Greetings From"APEX SERVICES" Designation- Manager/Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6.5 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES o Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clients for maintaining relations o References from existing clients to acquire new clients o Proper confirmations of trades to clients on daily basis. o NISM 8 certification is mandatory o Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.sandhyapatel@gmail.com if you are interested for the mentioned Job Role. you can call also on 8429944115.

Dear Candidate, Greetings From"APEX SERVICES" Designation- Manager/Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6.5 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES o Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clients for maintaining relations o References from existing clients to acquire new clients o Proper confirmations of trades to clients on daily basis. o NISM 8 certification is mandatory o Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.sandhyapatel@gmail.com if you are interested for the mentioned Job Role. you can call also on 8429944115.

Dear Candidate, Greetings From"APEX SERVICES" Designation- Manager/Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6.5 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES o Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clients for maintaining relations o References from existing clients to acquire new clients o Proper confirmations of trades to clients on daily basis. o NISM 8 certification is mandatory o Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.sandhyapatel@gmail.com if you are interested for the mentioned Job Role. you can call also on 8429944115.

Dear Candidate, Greetings From"APEX SERVICES" Designation- Manager/Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6.5 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES o Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clients for maintaining relations o References from existing clients to acquire new clients o Proper confirmations of trades to clients on daily basis. o NISM 8 certification is mandatory o Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.sandhyapatel@gmail.com if you are interested for the mentioned Job Role. you can call also on 8429944115.

Dear Applicant, We are hiring Quality Analyst for North India. Interested candidates may go through the job description and other details. Job Description: Department: Retail Sales Designation: Client Activation Reporting to : Zonal Quality Manager Reportees: Individual role Key Deliverables / Accountabilities: 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 conduct quality training for the sales teams for time to time and report to Management • Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing Qualification: Graduation Remuneration: As per market standard Interested candidates may share resume at sakina.chowdhury@sbicapsec.com Regards Sakina Chowdhury

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- Upto -5.5 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. SKILLS 1) NISM VIII certificate is mandatory. 2) Prior experience of working in a similar set up preferred. 3) Should be willing to work in a target driven role & should be a go better. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 7991515067

Interested candidates can mail their updated resumes on Annu.sharma@sbicapsec.com Whatsapp Only: 8076095879 Designation: Equity Dealer Location: Ajmer, Jaipur, Jodhpur, Kota Certificate: NISM 8 (Equity Derivatives Certification) Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Research Information And Market Outlook, Order & Trade Details, And Confirmations. 9. Identify And Develop New Streams For Equity Revenue Growth And Maintaining Cordial Relationship With Existing Clients. 10. Developing Relationship With HNI Clients And Generating Leads Through References. 11. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation

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. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or whatsapp-7338112258

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs & TGS Alternative Investment Funds (AIFs) Bonds, FDs, Unlisted Shares Investment Advisory Platforms (IAP) Client Relationship Management : Build strong, trust-based relationships through regular engagement, timely market updates, and high-quality service. Qualifications & Skills : Graduate in Finance or related field (MBA/CFP/NISM preferred) 2 years of experience in trading or wealth management Strong market knowledge, communication, and client advisory skills How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut: 7796426971

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 and when required. Requirements: Graduate/Post Graduate with minimum 1-2 yrs exp in Equities on the client advisory side Should have sound understanding of capital markets Should be a result-oriented, self-starter & proactive Should possess strong networking & relationship building skills and good communication skills Should be certified in NISM 8, NSE Derivatives, BSE Cash & NISM Currency Derivatives Request you to share resume on pradeepkumar.muthukumar@kotak.com or 8422917233

Responsibilities: Primarily responsible for managing the cluster and also responsible for generating revenue across all products (trading, investing, TPP) and business development, through unbiased, providing high-quality investments advisory to HNI or Retail Clients. Building the team- Motivating, mentoring and guiding the team. Creating the business plan and help the team to achieve it. To acquire and build relations with HNI, Retail and corporate customers. To provide end to end service relations to existing customers relationship on a proactive manner. To educate all segments of customers with various investments avenues available and to provide high quality advise to them on their assets allocation. To develop new customer & business relationships for the company. Service and manage existing relationships. A combination of which leads to greater revenue generation, profitability, customer goodwill and market visibility. Candidate Profile: We are hiring dynamic & resilient individuals for our Equity Advisory Team. The individual is required to provide advisory services to High Networth Individuals (HNI) and Retail clients in Equity, Derivatives, and Currency Markets. Their role includes activating clients through effective advisory and cross-selling products such as Mutual Funds, Insurance, and PMS to generate revenue. Responsibilities also involve acquiring new clients, retaining existing clients, and addressing their complaints and queries. Additionally, client profiling is an integral part