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1.0 - 5.0 years
3 - 6 Lacs
mysuru
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 1 month ago
1.0 - 5.0 years
3 - 6 Lacs
mangaluru
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 1 month ago
1.0 - 5.0 years
3 - 6 Lacs
kozhikode
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 1 month ago
1.0 - 5.0 years
3 - 6 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 1 month ago
1.0 - 5.0 years
3 - 6 Lacs
kollam
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 1 month ago
1.0 - 6.0 years
1 - 4 Lacs
lucknow
Work from Office
Responsibilities: Manage client relationships through regular communication and service delivery. Generate revenue by cross-selling third party products and equity sales. Responsible for client acquisition, handling demat/trading accounts, Sales incentives Provident fund Annual bonus
Posted 1 month ago
4.0 - 8.0 years
5 - 8 Lacs
nagpur, ahmedabad, mumbai (all areas)
Work from Office
Franchisee acquisition (B2B or B2C) Servicing and relationship management for acquired franchisees and partner Revenue generation and business growth Required Candidate profile Broking / Other (Broking Dealer / MF b2b / Insurance b2b OR b2c) Interested Candidate Contact us 9414133911
Posted 1 month ago
4.0 - 9.0 years
5 - 9 Lacs
pune
Work from Office
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 Preferred candidate profile Candidate have an experience in broking and securities Candidate have an experience as Equity dealer and HNI Dealer
Posted 1 month ago
1.0 - 6.0 years
3 - 8 Lacs
jaipur
Work from Office
Locations: Delhi, Noida, Gurugram, Faridabad, Bhopal, Lucknow, Prayagraj, Ludhiana, Mumbai, Pune, Bangalore. Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on ...
Posted 1 month ago
1.0 - 6.0 years
3 - 8 Lacs
gurugram
Work from Office
Locations: Delhi, Noida, Gurugram, Faridabad, Bhopal, Lucknow, Prayagraj, Ludhiana, Mumbai, Pune, Bangalore. Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on ...
Posted 1 month ago
1.0 - 6.0 years
1 - 6 Lacs
gurugram
Work from Office
Hiring! Position: Equity Dealer with Cross Sales and Relationship Manager Industry: Broking Location: Delhi, Gurgaon, Noida, Mumbai, Pune, Bangalore, Hyderabad, Udaipur, Lucknow, Varanasi, Prayagraj Experience: Minimum 1 Year (Note 1 year of experience is mandatory) Salary: No bars for a right candidate We are looking for dynamic and experienced Equity Dealers for our big broking partners with a proven track record in Terminal handling, Cross Sales and Relationship Management to join growing teams in the Broking Industry. Key Responsibilities: Execute equity transactions and manage client portfolios. Drive cross-selling opportunities for various financial products. Build and nurture strong c...
Posted 1 month ago
1.0 - 6.0 years
1 - 6 Lacs
pune
Work from Office
Hiring! Position: Equity Dealer with cross sales and client acquisition Industry: Broking Experience: Minimum 1 Year (Note 1 year of experience is mandatory) Salary: No bars for a right candidate We are looking for dynamic and experienced Equity Dealers for our big broking partners with a proven track record in Terminal handling, Cross Sales and Relationship Management to join growing teams in the Broking Industry. Key Responsibilities: Drive cross-selling opportunities for various financial products. Execute trades and manage client portfolios. Build and nurture strong client relationships, ensuring high levels of satisfaction and retention. Analyze market trends and offer tailored solution...
Posted 1 month ago
2.0 - 7.0 years
1 - 5 Lacs
jaipur
Work from Office
Job description: 1. Terminal handling 2. Responsible to generate brokerage primarily through advising clients on their equity portfolio. 5x 3. Responsible for generating revenue from Third party product. 0.5x 4. NISM 8 Certification is mandatory.
Posted 1 month ago
2.0 - 7.0 years
3 - 6 Lacs
pune
Work from Office
Position: Equity Dealer with Cross Sales and Relationship Manager Industry: Broking Experience: Minimum 1 Year (Note 1 year of experience is mandatory) Salary: No bars for a right candidate Locations: Mumbai We are looking for dynamic and experienced Equity Dealers for our big broking partners with a proven track record in Terminal handling, Cross Sales and Relationship Managers to join growing teams in the Broking Industry. Key Responsibilities: Execute equity transactions and manage client portfolios. -Drive cross-selling opportunities for various financial products. -Build and nurture strong client relationships, ensuring high levels of satisfaction and retention. -Analyze market trends a...
Posted 1 month ago
2.0 - 7.0 years
3 - 8 Lacs
jaipur
Work from Office
Job description: Terminal handling Responsible to generate brokerage primarily through advising clients on their equity portfolio. 5x Responsible for generating revenue from Third party product. 0.5x NISM 8 Certification DESIRED SKILL SET: Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skills. GENERAL COMPETENCIES: Positive attitude, socially effective, high level of perseverance and patience
Posted 1 month ago
1.0 - 6.0 years
2 - 5 Lacs
kalburagi, hubli, bengaluru
Work from Office
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 1 month ago
1.0 - 6.0 years
3 - 6 Lacs
mangaluru, pune, bengaluru
Work from Office
Greetings from Avani consulting ! We are hiring for leading Broking firm 5 day week Relationship Manager- Equity business Interested candidates go through with the below job description and share resume in whatsapp /mail - WATSAPP -9003875895 MAIL :- anusha@avaniconsulting.com Role & responsibilities Minimum 1 Year experience required Equity. Job Description: Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assets gathering through, Advisory products, Investiger, IPO, ETF etc....
Posted 1 month ago
2.0 - 5.0 years
4 - 5 Lacs
pune
Work from Office
RM Dealers We have one day Walkin Drive @ Aundh location Date 12/11/2025 Please find below JD: Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for Handling HNI Clients. Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activatin...
Posted 1 month ago
3.0 - 6.0 years
4 - 6 Lacs
ahmedabad
Work from Office
NISM Series VIII (Equity Derivatives) certification mandatory. Minimum 5 years of experience in the broking industry, including 3 years of team handling experience. Proficient in brokerage software and trading platforms. .
Posted 1 month ago
3.0 - 8.0 years
4 - 9 Lacs
kochi, pune, bengaluru
Work from Office
Greetings from Avani consulting ! We are hiring for leading Broking firm 5 day week Wealth Relationship Manager- Equity business Interested candidates go through with the below job description and share resume in whatsapp /mail - WATSAPP - 9003875895 MAIL :- anusha@avaniconsulting.com Role & responsibilities Job Description: Direct Responsibilities • Responsible for gathering assets for investment productssuch 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 ...
Posted 1 month ago
1.0 - 2.0 years
2 - 6 Lacs
bengaluru
Work from Office
Global Stakeholders including the Prime Brokerage Desk Assistant teams, Prematch and Fails, the Business Units and senior management across the firm . responsible for the daily prematching of Fixed Income and Equities Cash trades across Asia and EMEA market. The candidate will be responsible for providing first class service and query resolution for a number of clients over various products for global markets
Posted 1 month ago
0.0 - 1.0 years
1 - 3 Lacs
thane, navi mumbai
Work from Office
Role & responsibilities Candidates need to handle customer calls and Sharekhan research ideas to clients Place orders in client's account with proper authentication Initiates Sharekhan research ideas to the clients Need to be updated with market news, financial trends, and current affairs Need to do outbound calls after-market hours of reactivation customers Preferred candidate profile Graduate with basic Market knowledge Good knowledge of the financial service industry Good communication skills NISM 8 Certified Interested candidate can walk-in on the given schedule and share their CVs on mail ID neha.singh@sharekhan.com
Posted 1 month ago
1.0 - 6.0 years
2 - 5 Lacs
kalburagi, hubli, bengaluru
Work from Office
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 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
lucknow
Work from Office
Responsibilities: * Manage equity portfolio, provide advisory services. * Execute trades on NSE & BSE platforms. * Generate brokerage through effective sales strategies. * Collaborate with clients for successful investments. Provident fund Annual bonus
Posted 1 month ago
7.0 - 12.0 years
7 - 15 Lacs
bengaluru
Work from Office
> Handling equity brokerage revenue and wealth management along with the team > Acquiring & Maintaining relationships with HNI clients > Developing B2B , B2C businesses across the region > Cross sell TPP > Decision making , Leadership, CRM qualities Required Candidate profile Graduate , preferably a post Grad or equivalent degree with minimum 2-3 yrs of Branch Management experience Knowledge about Local Language & Local market Locations: Jayanagar /Dharwad /Hubli /Mysore Perks and benefits As per Industry norms
Posted 1 month ago
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