691 Brokerage Jobs - Page 2

About The Role Position / Job Title (Proposed) NA Designation EVP Function Business Head Segment Custody Division BFIG Grade M7/M8 Reporting To Sachin Samant Location Mumbai About the Company/Business Off shore Custody is an important vertical in BFIG offering custody and clearing services to Funds, FPIs, Hedege Funds 2) Specification What are the areas (in quantitative terms) the job has an impact on? Leading a team of 5/6 RMS Key Deliverables Business Development in Offshore Area in Institutional Client Be responsible for P&L of the verticle Explore new opportunities in terms of product ideas Relationship with support-teanms Relationships Good Understanding of Capital Markets, Regulations,...

We are Hiring Equity Dealer & Demat Sales for Leading Broking Company. For Equity Dealer - NISM 8 Mandate

Responsibilities: Build and maintain long-term relationships with clients, focusing on retaining existing customers and acquiring new ones.Advise clients on their equity portfolios and provide recommendations to generate brokerage

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Equity Brokerage and Cross Selling Targets of Investment viz Mutual Funds, PMS, AIF, Loan products, Corporate FDs. 3) Disimination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemmina...

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 10) Acquire quality PCG clientsn with minimum investment potention Rs.25 Lac through networking, database, market intelligen...

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 10) Ensure compliance as per various regulator and organization guidelines. 11) Acquire quality PCG clientsn with minimum investment potention Location: Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipu...

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 10) Acquire quality PCG clientsn with minimum investment potention > Rs.25 Lac through networking, database, market intellig...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...

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 ...

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 ...

Position: CAM Function: Sales-100% Leads Reporting: BM Location: MUMBAI Role: Sitting in bank / Sales life insurance to Existing customer & Close leads CTC :3.50 to 5.50 Lakhs

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 &...

SUMMARY Job Opening: SME-OTC Reconciliation Specialist Location: Pune Experience: 4+ years We are excited to present an outstanding opportunity for a SME - OTC (Over The Counter) Reconciliation Specialist with one of our esteemed clients in Bangalore. The ideal candidate will be responsible for ensuring the accurate management of daily reconciliations of brokerage trades and brokerage calculation, with hands-on experience in the process. They will also be accountable for exception management, timely escalation of discrepancies to appropriate stakeholders, and ownership through to resolution. Additionally, the candidate will be expected to have effective communication with the Recon team for ...

Role Designation:- Advisor 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 ROLES & RESPONSIBILITIES: - Advising Clients for Commodities and Currency products. Punching orders on behalf of clients after their consent. Generating Brokerage. Passing on research calls and engaging clients to trade Activating clients for Commodities Handling important clients and servicing them. Benefits : Fixed CTC+ Attractive Incentive How to Apply:- To schedusle your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri:7...

Urgent Hiring For - Equity Advisor Experience:- 2-6 Yrs Role & responsibilities 1. Execute the orders on behalf of clients by doing pre trade post trade confirmation. 2. To ensure to 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 must have NISM VIII Certificate Contact :- Priyanka Mishra 9147159770

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 10) Acquire quality PCG clientsn with minimum investment potention > Rs.25 Lac through networking, database, market intellig...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitoring &...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...

As an Account Manager at LUMIQ, you will be a proactive and customer-centric individual responsible for managing and nurturing existing client accounts. Your role will involve facilitating a smooth transition of accounts, recommending new strategies for improving customer service, and ensuring the delivery of high-quality solutions that align with clients" business objectives. Key Responsibilities: - Recommending new strategies for improving customer service or increasing revenue from existing products or services - Understanding and working across various business domains including Investment Banking & Brokerage, Asset and Wealth Management, and Securities Services - Training new employees ...

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 10) Acquire quality PCG clientsn with minimum investment potention > Rs.25 Lac through networking, database, market intellig...

1)Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2)Advise clients on which scripts to Buy Sell Hold, basis company's Research Report and own market knowledge. 3)Update clients for orders and trade on the recorded line. 4)Maintain active clients as per the defined norms. 5)Activate dormant clients. 6)Ensure resolution of clients query. 7)Maintain records of business on internal software. 8)Liaison with branches for revenue generation and query resolution 9)Follow guidelines of Risk management and Settlement 10)Ensure compliance as per various regulator and organization guidelines. 11)Acquire quality PCG clients through networking, database, market intell...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitoring &...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Equity Brokerage and Cross Selling Targets of Investment viz Mutual Funds, PMS, AIF, Loan products, Corporate FDs. 3) Disimination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemmina...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...