277 Equity Advisor Jobs

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1.0 - 6.0 years

3 - 6 Lacs

someshwar, pune, surat

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Develop and maintain strong relationships with channel partners, understanding their financial aim, goals, and risk tolerance. Schedule and conduct regular channel partner meetings to review their financial vision, debt investment products or services. Ensure all channel partner interactions and transactions comply with regulatory requirements and company policies. Required qualifications, capabilities, and skills Bachelors degree is required. Minimum 1 years of experience in acquiring B2B Channel Partner. Experience from any Financial Product such as Mutual Fund and Insurance

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1.0 - 6.0 years

3 - 6 Lacs

someshwar, pune, surat

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Increase page reach, engagement, and organic growth through creative content and captions Handle posting adds and analyze the performance. Expert in keywork research and content optimization Required qualifications, capabilities, and skills Bachelors degree is mandatory Minimum 1 year of experience as a Social Media and SEO Must have content sense and creative nbsp;thinking Applying For Equity Advisor B2B Sales Manager Social Media Manager

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6.0 - 12.0 years

3 - 8 Lacs

thane, maharashtra, india

On-site

Key Responsibilities: Build and maintain relationships with NRI clients, ensuring their investment goals are understood and aligned with advisory solutions. To engage with and activate NTST (Not Trading / Stopped Trading) customers on ICICI Direct. To provide full demo of the website with research calls, while activating these non-trading and stop trader clients, advisory to keep clients active and increase revenue. Offer customized equity investment solutions based on risk profile, financial goals, and market trends. Enhance brokerage revenue from the clients. Provide end-to-end account servicing including KYC, portfolio reviews, transaction support, and compliance adherence. Stay updated o...

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2.0 - 4.0 years

6 - 8 Lacs

bhavnagar, bengaluru

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1) Equity sales to all clients of branch with special focus on HNI clients . 2) Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. 3) Generating Net interest income through Margin trade funding (MTF) as per assigned targets 4) Assest gathering through, Advisory products, Investiger, IPO, ETF etc. 5) Acquiring new clients & generate revenues from new clients. 6) Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market 7) Help customers to Execute trade online and place orders on behalf of customers . 8) Giving confirmation of orders and trades done during t...

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2.0 - 3.0 years

8 - 10 Lacs

bhavnagar, bengaluru, jayanagar

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1) Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. 2) Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. 3) Create an incremental SIP Book 4) Will be responsible for achieving New Business development targets by reactivating / activating new clients. 5) Ensure all clients are met on a regular basis. 6) Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. 7) To acquire new clients and activate them with asset collection. 8) Ensure 2-3 client meetings are...

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0.0 - 4.0 years

0 - 0 Lacs

bangalore, chennai, navi mumbai

On-site

Urgently Need Financial Consultant in Stock market company Interested Candidates Call urgently on QRN - 9871708212 CTC: 2 LPA to 4 LPA Experience: Fresher to Experienced Location: Delhi, Bangalore, Mumbai (Number of offices in each location) Job Description Essential Duties and Responsibilities: 1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads. 2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGBs) etc. and any other products which may be launched i...

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1.0 - 4.0 years

2 - 6 Lacs

rajkot, surat, vadodara

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Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit 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, etc) 4) Graduation and nism 8 certificate is mandatory. Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681

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9.0 - 14.0 years

5 - 15 Lacs

kolkata, mumbai, gandhinagar

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- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@gmail.com

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2.0 - 7.0 years

5 - 13 Lacs

bhubaneswar, kolkata, ranchi

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Equity Dealer / PCG Dealer to manage client trades in equities, derivatives, and currencies. The role involves executing trades, monitoring portfolios, managing risks, and ensuring compliance with SEBI and exchange norms. Handle HNI / PCG clients Required Candidate profile NISM Series VIII certification (mandatory). Min 1 years dealing job experience, preferably with HNI / PCG clients. Strong knowledge of capital markets and trading platforms.

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9.0 - 14.0 years

5 - 15 Lacs

kolkata, mumbai, gandhinagar

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- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@gmail.com

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1.0 - 4.0 years

2 - 4 Lacs

varanasi, kanpur, lucknow

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Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Job Description: Branch Dealing 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, etc) 4) Minimum Graduation 5) Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.ujjwal@gmail.com if you are interested in the mentioned Job Role. you can call also on 6394266681.

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1.0 - 3.0 years

2 - 7 Lacs

thane, navi mumbai, mumbai (all areas)

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Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-7 LPA + incentive + Other benefit 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, etc) 4) Graduation and nism 8 certificate is mandatory. Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

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5.0 - 8.0 years

5 - 15 Lacs

kolkata

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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 clients with minimum investment potention Rs.25 Lac through networking, database, market intelligenc...

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1.0 - 4.0 years

2 - 5 Lacs

nagpur, pune, mumbai (all areas)

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Dear Candidate, Greetings From "APEX SERVICES" Role- Equity Dealer/HNI Dealer CTC- upto- 6 LPA + incentive + Other benefit Role Responsibilities: 1. Placing order on behalf of client 2. Advising clients with regards to their Investment in Equity 3. Client meeting, Branch visits 4. Help new client to activate their account 5. Activating Stop trader client 6. New account acquisition 7.. NISM 8 certification is mandatory 8. Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with an updated CV on apex.Ujjwal@gmail.com if you are interested in the mentioned Job Role. you can also call on 6394266681

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3.0 - 8.0 years

7 - 12 Lacs

gurugram, jaipur, delhi / ncr

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*Advising Ultra HNI 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 1 years experience in Equity dealing ( Terminal Handling) with any Indian Broking Company

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5.0 - 10.0 years

5 - 13 Lacs

bengaluru

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Position: Group Leader:Equity Dealer/Advisor Key Job Responsibilities - -Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance. 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 Avdhu...

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3.0 - 8.0 years

5 - 12 Lacs

mumbai, pune, mumbai (all areas)

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- 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 2 years of experience in equity dealing or related role. - Excellent understanding of financial markets. - Investment Advisory

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1.0 - 4.0 years

2 - 6 Lacs

thane, navi mumbai, mumbai (all areas)

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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:- 1.Minimum Graduation 2.Should have a sound understanding / knowledge of capital markets. 3.Should be result-oriented, self-starter, proactive, good communication skills. 4.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.tithee@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991538421 .

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2.0 - 6.0 years

5 - 6 Lacs

nagpur, nashik, north goa

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*Advising Ultra HNI 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 1 years experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)***

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1.0 - 4.0 years

1 - 6 Lacs

nagpur, nashik, pune

Work from Office

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit 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, etc) 4) Graduation and nism 8 certificate is mandatory. Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

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0.0 - 4.0 years

1 - 4 Lacs

bengaluru

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Role Designation:- Commodity Dealer Department:- Commodity 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. How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Avdhut:7796426971

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1.0 - 3.0 years

0 - 0 Lacs

pune, nagpur, nashik

On-site

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5.5 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Minimum Graduation 5) Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV a t apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

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1.0 - 3.0 years

0 - 0 Lacs

navi mumbai, mumbai city, kalyan

On-site

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Job Description: 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) Grduation and nism 8 certificate is mandatory Kindly reply with an updated CV a t apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

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1.0 - 6.0 years

0 - 0 Lacs

pune, nashik, navi mumbai

On-site

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description:- 1) Order Punching on behalf of the client 2) Client acquisition and cross selling 3) Revenue Generation 4) NISM 8 & Graduation mandatory 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 .

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1.0 - 6.0 years

0 - 0 Lacs

kolkata, bhubaneswar, raipur

On-site

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Order punching on behalf of the client 2) Client acquisition 3) Cross selling 4) NISM 8 & Grduation is mandatory 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 .

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