112 Brokerage Generation Jobs - Page 3

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

Urgently need Branch Manager, Equity Dealer, RM and BSE in a large stock market company Location Trichy, Coimbatore, and Madurai 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 Responsibilities – For BM , Managing Branch as a Profit Center by revenue generation. - For Dealer , Sale purchase on behalf of client - For RM - acquire clients and SIP Contact QRN on 9869504403

Job Title: OTC Brokerage Reconciliation Analyst (SPE / SME) Location: Pune / Bangalore Shift Timing: EMEA Shift (Monday to Friday) Experience Required: SPE: 2.5 Years | CTC: 6.5 LPA SME: 4 Years | CTC: 9.5 LPA Industry: Banking / Financial Services / Broking Employment Type: Full-Time / Permanent Ensure accurate management of daily reconciliations of brokerage trades and brokerage calculation with Hands-on experience in the process. Exception management, including timely escalation of discrepancies to appropriate stakeholders, follow up and ownership through to resolution Have required communication with Recon team for better understanding of their workflow and making reporting process more efficient Ensure all SLA/KPI as agreed with Client is met with 100% accuracy and timeliness Manage the broker relationships with timely responses to their queries and settling the outstanding brokerage within agreeable period All reports to be prepared accurately and submitted on time as per timelines agreed with client. All exceptions are tracked and escalated as per timelines agreed. EOD checklists are reviewed and saved on daily basis Ensure you are aware & trained on all activities/reports in the team with no dependency on Client and team. Zero escalations from brokers for inadequate response. Have regular interactions and review meetings with Client Identify areas of improvement and propose solutions & Ensure any and all change in the process is reported and documented. Assist TL/Management in any adhoc requests and support during their absence. Skills Experience in OTC Brokerage Reconciliation process Strong knowledge of the OTC market, derivative products and operating conventions Excellent MS Excel/Word skills Effective communication skills to manage broker/client Ability to work with team and demonstrate the positive influences among peers Proven ability to work effectively within strict deadlines Flexibility to work as per business requirements Best regards, Manish Chauhan HR Executive | Career Guideline Mumbai / Bangalore 9136520859 manish@careerguideline.co.in

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.

Key Responsibilities: Execute equity trades in real-time. Monitor stock markets and analyze trends. Advise clients based on market insights. Maintain trade records and reports. share Your Updated cv on talent@rudrashares.com or House rent allowance Annual bonus Sales incentives

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 & others). The person should be able to acquire HNI/ UHNI Clients with reference from existing clients and other market references

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.

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.

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.

- 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 you are interested in the mentioned Job Role. you can also call on 8112416630.

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 Business calls or meetings. 8. Distributing leads to the Team. 9. Interacting personally with Teams Clients to help in revenue generation as well as margin collection. 10. Analyzing the reports prepared by the Team Leader regarding problems faced by the Team in product selling, in terms of lower brokerage and account opening fee and taking required approvals for it. 11. Analyzing the Branch Costing on the basis of new recruitments and modulating the new revenue targets. 12. To ensure cent percent compliance related to RMS, clients & debt.. Finding the Ledger debts for the next day and planning accordingly. Preferred candidate profile: Candidate should be Graduate + Certified NISM 8 Equity Derivatives module + At least 5-15 yrs of Experiences in team handling or branch handling role Perks and benefits : As per company norms Interested Candidate can apply / share their updated CV at anusharmahr@smcindiaonline.com or can WhatsApp at 7065219043

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 skills. 3. May have good existing client relationships in the market. 4. Should be a self-starter, proactive & target oriented. 5. Should possess strong networking & relationship building skills Share your resumes on akshita.sayam@kotak.com

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 :- deepikachaudhary@smcindiaonline.com Deepika Chaudhary 9557075388

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 customers Understanding the requirements of the prospect. NISM 8 certificate is mandatory

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 existing relationships Keep abreast of the market news, financial trends and current affairs To attend post result concals, analyst meets for improved client servicing JS for PCG Sales Trader Skills & Knowledge 1. Graduate / Post graduate with 4 to 10 years of experience 2. MBA in finance (preferred) 3. Proficiency in economics, accounting, financial statements and/or statistics 4. Familiarity with financial risk management strategies 5. Should have good communication & presentation skills. 6. Should be a self-starter, proactive & target oriented. 7. Should possess strong networking & relationship building skills

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 Understanding the requirements of the prospect. Job Description:- Sales Manager / Team Manager- Equity Sales Leading a team of Relationship Managers Responsible for revenue generation for the branch customer relationship management and recommending various financial products and services (equity, Commodity, SIP, mutual fund, fixed deposit Bonds, PMS,) to the clients. Should be well verse with capital market and strong hold on equities. Straitening monthly business along with driving daily revenue and other KRAs . Review every 15 days on set targets also attends their queries or issues if any. Join them on large client meet. Co-coordinating with RMs on regular basis for client sourcing with team, taking seminars for branch customers. Also co-ordinations for day to day activity. Motivating the team to achieve business target Handling new client queries and acting as the face of the business. Working with the sales and marketing team to drive sales forward. Mentoring and training up junior and new staff. Monitoring & reporting on standards & performance targets. Weekly team meetings, focusing on targets & achievements. Implementing new initiatives. Involved in the recruitment of new staff. Praise team members and creates positive work environment. Ensuring all administrative and IT records are entered and updated correctly. Providing prompt and accurate information on individual performance. Revenue generation for the branch as well as the customer relationship management responsible for P&L of the branch. Job Description:- AVP- Equity Sales Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer satisfaction levels. Answering product related questions from customers. Taking on complex customer issues and resolving them.

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 engagement strategies. Ensure timely collection of margins and market-to-market losses. Preferred candidate profile Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a solid understanding of financial products and market trends. Must not have any self-trading experience. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and achieving sales targets. Prior experience in the broking industry is essential. Regards, Sandipa 7980475998

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 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) 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 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) 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 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) OR neby.s@kotak.com (8939632168)