318 Brokerage Generation Jobs - Page 4

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...

Role & responsibilities : Equity sales to all clients of the branch, with special focus on HNI clients. • Revenue generation from equity, commodity & equity products to meet the branch's overall equity broking targets. • Generating Net interest income through Margin trade funding (MTF) as per assigned targets • Asset gathering through Advisory products, Investiger, IPO, ETF, etc. • Acquiring new clients & generating revenues from new clients. • Responsible for activation of trading accounts of clients, assisting new entrants in the equity market to understand the dynamics of the market • Help customers execute trades online and place orders on behalf of customers. • Confirming orders and tra...

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 ...

Role & responsibilities- Help current clients with their stock trading needs. Find new clients who want to trade stocks. Sell our broking services to clients and generate revenue. Give simple advice about the stock market. Work with the trading team to help clients. Keep track of your clients and follow company rules. Meet new people to bring more business. Share Resume Rishu Contact No - 9518644040 Mail Id- mehta.rishu2@indiabulls.com

Execution of trades for clients in equity, derivatives. Manage clients portfolio Provide regular updates to clients regarding market changes Handling Customers Query and solve it Stay updated of the market news, financial trends Ensuring compliance

Dear Candidate, Greetings From"APEX SERVICES" Department: Brooking Channel Designation: Branch Dealer Years of Exp: 1 to 10 yrs CTC- up to- 7 lpa Roles: 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 synergistic relationship with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Respons...

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 &...

Department: Alternate Channel Designation: Equity Dealer Grade: E1/E2- AM/ DM Years of Exp: 1 to 4 yrs Location: Mumbai Job Role 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 client 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 Keep abreast of the...

Responsible for New Client Acquisition of trading accounts ( Demat a/c ). And Cross Sales Responsible for Cross sell LI/ GI/ PMS/ MF/ Gold – only direct acquisitions New Client Acquisition Required Candidate profile Candidate knowledge of Share Market sales Demat a/c and Brokerage Generate Send Update Resume Jobs@xwelljobs.com , Contact Us Jitesh Mathur 9414133911

Role Designation:-Commodity Dealer Department:-Commodity Specifications: Buy and sell commodities such as metals, energy, agriculture, and livestock on behalf of clients Analyse market trends, reports, and trading data to identify opportunities Develop and execute trading strategies and manage futures contracts Maintain communication and relationships with clients and market participants Use trading platforms and tools to conduct transactions Monitor domestic and international market conditions and factors affecting prices Skills: Strong analytical and decision-making abilities Excellent interpersonal and communication skills Detail-oriented with strong organizational skills Solid financial ...

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 NSB and TPP Cross sell

Maximize brokerage by engaging clients and driving volumes. Execute NSE/BSE trades, monitor markets, share trade ideas, ensure SEBI compliance, handle HNI trades, and mentor junior dealers to boost team performance and revenue. Food allowance Annual bonus

Role & responsibilities 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. 1x 4. NISM 8 Certification is mandatory.

Responsible for planning route scheduling & delivering of stocks through placement of vehicle from broker.This role combines administrative support with basic maintenance duties to ensure the smooth operation of our facilities.

Role Designation:-Dealer Department:-Commodity Key Deliverables:- Handling & Advising clients on Commodity product. Passing on research calls and engaging clients to trade in commodity Creation of revenue through effective Advisory Role Requirements:- Any Graduate fresher or with minimum of 6 Months-3 Years experience. Candidate with broking industry experience will be added advantage. Able to Understand Market Reports and share Information with Clients. Should be comfortable working in Shifts. Benefits : Fixed CTC+ Attractive Incentive How to Apply:- To schedusle your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri: 7796426785

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...

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- Upto 6 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. 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 ...

Acquiring quality clients for Broking & Third-Party Products through networking, data base, market Intelligence, references from existing clients and assigned leads from the organization Responsible to generate brokerage primarily through advising clients for long term investment as well as positional trading ideas 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 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 in their respective...

Job Specifications ProfileHNI-Dealer DesignationDeputy Manager & abovePRIMARY JOB RESPONSIBILITIES Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. Understanding of Derivative Strategies. To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to Desk and the respective Advisor. Generate direct brokerage revenues by advising various trading and stock ideas based on the market pulse to the clients. Regular meetings with Active clients, converting the dormant clients into active. Regular Regional visit for HNI client meetings, seminar/e...

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 &...

Greetings from SBICAP SECURITIES ..!!!! We have Opening of Equity Dealer in our organization Location - Ahmedabad, Surat, Rajkot CTC Budget - As per Company standard Qualification - Graduation with NISM8 Certification Age - 39 years Experience 1 to 4 years *Job Description* Communicating Intra-day Trading Calls And Investing Customers Individually Operate NSE/BSE Terminals Ability To Advise The Clients From Time To Time Based On The Research Advices. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation Interested candidate can share their cv at Monika.Singh4@sbicapsec.com or contact 7470303706

*Advising Clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (No Insurance) Required Candidate profile: * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience *** ***NISM 8 Mandatory*** How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali : 9158043197

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 &...

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 &...

- Managing & handling 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.