112 Brokerage Generation Jobs - Page 2

Advise the NRI/HNI clients on their Investments and provide information about current market trends. Handling NRI/HNI clients and solving their queries and complaints. Handling their Portfolios & generating brokerage. Responsible for executing the trade on behalf of the client & maintaining regular relations with clients. Activating Dormant accounts. Cross selling of other financial products Good communication skills

Advise the NRI/HNI clients on their Investments and provide information about current market trends. Handling NRI/HNI clients and solving their queries and complaints. Handling their Portfolios & generating brokerage. Responsible for executing the trade on behalf of the client & maintaining regular relations with clients. Activating Dormant accounts. Cross selling of other financial products Good communication skills

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 ( 8422917233)

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)

- Acquire new clients through referrals from existing customers and the Open Market - Cross-sell investment products Like LI, HI, Unlisted Shares, Equity and MF - Generate brokerage primarily through providing IIFL research to clients Required Candidate profile Minimum 3 year of experience in equity markets. NISM certification is mandatory

- Acquire new clients through referrals from existing customers and the Open Market - Cross-sell investment products Like LI, HI, Unlisted Shares, Equity and MF - Generate brokerage primarily through providing IIFL research to clients Required Candidate profile Minimum 3 year of experience in equity markets. NISM certification is mandatory

Role & responsibilities Handle High Net worth Customers Activation and Revenue Generation Cross selling: Mutual Funds, PMS, NCDs, Corporate Bonds & Other Investing Products to high Net worth Customers New Client Acquisition Building of MTF Book. Preferred candidate profile NISM VIII, NISM V, Currency certification are mandatory Prior experience of working in a similar set up preferred. Should be willing to work in a target driven role & should be a go getter.

Company Name :- SMC Global Securities Limited Job Role:- Relationship Manager - Dealer Location:- Ahmedabad, Rajkot & Pune Job Responsibilities:- 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 clientele by converting leads. Qualification :- Any Graduation degree + NISM VIII Certification

Urgent Opening For Equity Dealer - Ahmedabad, Rajkot, Ahmednagar, Parbhani, Surat, Nagpur Amravati, Goa, Aurangabad, Baroda Please find below Job description for the Relationship Manager Dealing role - JD Relationship Manager- Dealing:- As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network development Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base. Focus on generating new business and build client network. Compliance Maintain high level of compliance as per company norms. NISM 8 certification is mandatory Interested candidates call on 8169023289 and kindly share your updated CV's on divya.chawla@religare.com Thanks & Regards, Divya Chawla Human Resource

Title: Relationship Manager Dealing Job Description: Inviting dynamic and experienced relationship managers to be part of our team at Religare Broking ltd. • We are looking for an experienced Relationship Manager, who is passionate about enhancing our customer experience and dedicated to fostering a positive customer experience. • If you are an empathetic individual, willing to put yourself in our customer’s shoes, and passionate about solving their issues for the best possible experience, you’re the perfect match for us. • We provide a competitive compensation package, including perks and opportunities for career advancement. • We are committed to diversity and equal opportunities and encourage candidates from all backgrounds to submit their applications. **Your Role: • Actively establish and maintain positive relationships with existing clients by providing exceptional customer service, listening to their needs, and addressing their concerns. • Manage client accounts and act as the key point of contact from the company. • Conduct in-depth market research and analysis to understand the client's needs, preferences and trends in the industry. • Collaborate across departments such as sales, marketing and product development to ensure that the client's needs are being met. • Generate new business and revenue opportunities through cross-selling and upselling. Your Responsibilities: • Identify client demands and develop strategies to meet them. • Find key personnel in client companies to establish profitable relationships. • Approach potential customers to cultivate fruitful relationships. • Support high-quality sales, supply and customer service operations. • Revenue generation - Responsible to generate brokerage primarily through advising clients on their portfolio. • Compliance - Maintain high level of compliance as per company norms. Title: Relationship Manager – Dealing Required skills and qualifications: • At least 2+ years of experience in customer service, sales, account management or a related field. • Excellent analytical skills and can analyse data and market trends to identify business opportunities and make informed decisions. • Ability to build and maintain positive relationships with clients, demonstrate empathy and manage conflicts effectively. • Fluent in English, Hindi and at least one regional language. • Possess a sense of customer service and are a team-oriented individual. Preferred skills and qualifications : • Bachelor's degree in business, finance, marketing or related fields. • Proven experience in customer-facing roles like customer service or sales. • Relevant certifications such as Certified NISM Series VIII. • Strong interpersonal, problem-solving and negotiation skills. • Excellent communication skills, both written and verbal. • Strong organisational and planning skills. • Willingness to travel for client meetings and conferences when required. Interested candidates kindly share updated CV's on tanvi.patil@religare.com

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager/Equity Dealer/HNI Dealer CTC- upto-5 LPA + incentive + Other benefit 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.asmita@gmail.com if you are interested in the mentioned Job Role. you can also call on 7052551753 .

- 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 with indian broking company. - Excellent understanding of financial markets.

- 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 with indian broking company. - Excellent understanding of financial markets.

Responsibilities: * Generate brokerage through cross-selling & third party products. * Contribute to revenue growth through new client acquisition & mutual fund sales. * Manage demat services & equity broking activities. Annual bonus Provident fund

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 ( 8422917233)

- 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 with indian broking company. - Excellent understanding of financial markets.

- 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 with indian broking company. - Excellent understanding of financial markets.

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 the day to clients. Advising clients with requisite information regarding the market condition. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.

Roles and Responsibilities (Retail dealer) Manage client relationships, provide investment advice, and execute trades on behalf of clients. Generate brokerage through cross-selling third-party products such as TPPs (Third Party Products) and terminal sales. Develop new business opportunities by identifying potential clients and expanding existing relationships. Client acquisition as if required. Roles and Responsibilities (NRI dealer) Advise the NRI clients on their Investments and provide information about current market trends. Handling NRI clients and solving their queries and complaints. Handling their Portfolios & generating brokerage. Responsible for executing the trade on behalf of the client & maintaining regular relations with clients. Activating Dormant accounts & Cross-selling of other financial products Roles and Responsibilities (PCG dealer) • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. • Cross selling of other products like Mutual fund, PMS, Insurance. • Handling Queries & complains of client's & solving it within TAT. • Acquiring new clients & retaining the old clients by periodic meetings.

Role & responsibilities Preferred candidate profile

Identify and acquire new clients through cold calls, references, and leads. Open Demat and trading accounts for clients and ensure prompt activation. Generate brokerage revenue by activating clients and encouraging regular trading.

Role & responsibilities Preferred candidate profile

Dear Candidate, Interested candidates can mail their updated resumes on manasi.s@sbicapsec.com Designation: Equity Dealer Location: Coimbatore Relevant Experience : 1 year minimum in broking industry Note : Experienced with good market knowledge apply for this position 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

Position: PCG Advisor • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. • Cross selling of other products like Mutual fund, PMS, Insurance. • Handling Queries & complains of client's & solving it within TAT. • Acquiring new clients & retaining the old clients by periodic meetings. • Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. NISM 8 Certificate is Mandatory How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Saumya : 8263043709

Urgent Opening for Equity Advisor if interested call on 9911377334 or mail at ncrhr@outlook.com Execute the orders on behalf of clients. Revenue generation/ Equity, wealth products like MF, PMS, Insurance, Bonds, NCDs Punch orders for clients