139 Equity Advisor Jobs - Page 2

Job description Manage Ultra High Net worth customers Activation and brokerage revenue generation Cross-selling: Mutual Funds, SIPS ( NO INSURANCE) Required Candidate profile * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)***

Job description Manage Ultra High Net worth customers Activation and brokerage revenue generation Cross-selling: Mutual Funds, SIPS ( NO INSURANCE) Required Candidate profile * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)***

* Responsible for client profiling and sharing in house calls and other information to mapped clients * Responsible for increasing revenue from the Axis Burgundy and Private clients. 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 ***

* Responsible for client profiling and sharing in house calls and other information to mapped clients * Responsible for increasing revenue from the Axis Burgundy and Private clients. 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 ***

* Responsible for client profiling and sharing in house calls and other information to mapped clients * Responsible for increasing revenue from the Axis Burgundy and Private clients. 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 ***

*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)***

*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)***

- 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.

- 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.

- 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.

CTC RANGE-6 LPA to 40LPA PCG AdvisorWe are looking for experienced professionals for the Advisor / Team Lead PCG role to manage and grow our Private Client Group (PCG) business. The ideal candidate should have strong expertise in trading, order punching, and handling HNI/UHNI clients, with a proven track record in client acquisition and servicing. Key Responsibilities: Execute trades and perform order punching across asset classes including derivatives, options, and cash market. Manage and service a portfolio of High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Drive client acquisition and maintain strong long-term relationships. Cross-sell financial products after completing 2 years within the organization. Ensure compliance with all regulatory and organizational requirements. For Team Lead Profile (Playing Captain Role): Lead a team of 45 members, with both individual and team performance targets. Be responsible for the team's overall revenue and client acquisition goals. Motivate, guide, and manage team members to achieve business objectives. Candidates applying for this role should preferably bring their team along. Requirements: Proven experience in trading and order execution. Strong knowledge of capital markets, including derivatives, options, and cash segment. Prior experience in handling HNI and UHNI clients. Demonstrated ability in client acquisition and relationship management. Leadership and team management skills (for TL role).

Job description - 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 6 months experience in equity dealing . - Excellent understanding of financial markets. - Investment Advisory

Dear Candidate, Greetings From"APEX SERVICES" Designation- Manager/Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clients for maintaining relations o References from existing clients to acquire new clients o Proper confirmations of trades to clients on daily basis. o NISM 8 certification is mandatory o Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.shivprabhahr@gmail.comif you are interested for the mentioned Job Role. you can call also on 7991680640 .

- 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@yahoo.com

Job Description: Roles and Responsibilities 1. Communicating trading calls and investing Ideas to customers. 2. Thorough knowledge of all exchange rules, regulations and compliances. 3. Ability to advise the clients from time to time based on the research calls. 4. Generating brokerage and volume. 5. To Trade on behalf of clients, keeping them informed about rates, research information and market outlook, order & trade details and confirmations. 6. Identify new streams for revenue and maintain cordial relationship with existing clients. 7. Developing relationship with Clients and generating leads through references. 8. Achieve laid down target W.r.t Revenue Generation and Client Activation. 9. Cross selling third party products (Life Insurance & Mutual funds). Competencies Required A. Good spoken and written communication. B. listening skills. C. Confidence and Presentation skills. D. Ability to explain information clearly and simply. E. Convincing skills. Essential Educational & Experience Qualification A. Graduation & dealing experience in broking domain. B. NISM 8. Location: Bangalore/ Belgaum/ Mangalore & Goa ************************************************************************************************************************************************************** Interested candidate can share your CV to Priyanka.R@sbicapsec.com ******************************************************************************************************************************************************************

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Execute buy and sell orders for clients in the stock market. 2) Provide financial advice and recommendations on investment strategies. 3) Maintain accurate records of clients' transactions and investment portfolios. 4) Build and maintain strong relationships with clients, understand their investment goals, and provide personalized investment solutions. 5) NISM-8 is Mandatory. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 7991515067

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Job Description: 1) Order Punching on behalf of client 2) Brokerage generation 3) Client acquistion and cross selling. 4) Graduation and nism 8 certificate is mandatory Kindly reply with an updated CV a t apex.darshil@gmail.com if you are interested in the mentioned Job Role, you can call also on 8127854413 .

We are actively seeking a highly knowledgeable and client-focused Equity Advisor to join our client's team through Acme Services . This pivotal role is responsible for driving brokerage revenue primarily by providing expert advice on equity portfolios, executing trades on behalf of clients, and fostering enduring client relationships. The ideal candidate will possess deep market knowledge, a strong commitment to compliance, and excellent communication skills to keep clients informed and engaged. Key Responsibilities Brokerage Generation & Advisory : Primarily responsible for generating brokerage revenue through expertly advising clients on their equity portfolio , providing insights and recommendations aligned with market trends and client goals. Order Execution : Efficiently punch orders on the terminal on behalf of clients , ensuring accurate and timely execution of trades. Client Relationship Management : Develop and maintain long-term relationships with customers to ensure a high level of retention of existing clients, while simultaneously focusing on generating new business opportunities. Market Knowledge & Updates : Consistently stay updated with market knowledge , including equity trends, company performance, and macroeconomic factors, to provide informed advice. Compliance & Risk Adherence : Ensure all advisory and trading activities are conducted in strict adherence to compliance and risk regulations and internal policies. Client Communication : Maintain proactive communication with clients, keeping them updated on their orders and providing relevant market information. Skills Expertise in equity portfolio advising . Proficiency in punching orders on trading terminals . Strong capabilities in developing and maintaining long-term customer relationships . A keen ability to generate new business . Commitment to being constantly updated with market knowledge . Adherence to compliance and risk regulations. Effective communication for keeping clients updated on their orders . Strong analytical skills for market assessment. Qualifications Proven experience as an Equity Advisor or in a similar role within the financial services industry. Demonstrable track record of generating brokerage and achieving sales targets. Strong understanding of equity markets, financial products, and investment strategies. Relevant certifications (e.g., NISM) may be required.

We are actively seeking a highly knowledgeable and client-focused Equity Advisor to join our client's team through Acme Services . This pivotal role is responsible for driving brokerage revenue primarily by providing expert advice on equity portfolios, executing trades on behalf of clients, and fostering enduring client relationships. The ideal candidate will possess deep market knowledge, a strong commitment to compliance, and excellent communication skills to keep clients informed and engaged. Key Responsibilities Brokerage Generation & Advisory : Primarily responsible for generating brokerage revenue through expertly advising clients on their equity portfolio , providing insights and recommendations aligned with market trends and client goals. Order Execution : Efficiently punch orders on the terminal on behalf of clients , ensuring accurate and timely execution of trades. Client Relationship Management : Develop and maintain long-term relationships with customers to ensure a high level of retention of existing clients, while simultaneously focusing on generating new business opportunities. Market Knowledge & Updates : Consistently stay updated with market knowledge , including equity trends, company performance, and macroeconomic factors, to provide informed advice. Compliance & Risk Adherence : Ensure all advisory and trading activities are conducted in strict adherence to compliance and risk regulations and internal policies. Client Communication : Maintain proactive communication with clients, keeping them updated on their orders and providing relevant market information. Skills Expertise in equity portfolio advising . Proficiency in punching orders on trading terminals . Strong capabilities in developing and maintaining long-term customer relationships . A keen ability to generate new business . Commitment to being constantly updated with market knowledge . Adherence to compliance and risk regulations. Effective communication for keeping clients updated on their orders . Strong analytical skills for market assessment. Qualifications Proven experience as an Equity Advisor or in a similar role within the financial services industry. Demonstrable track record of generating brokerage and achieving sales targets. Strong understanding of equity markets, financial products, and investment strategies. Relevant certifications (e.g., NISM) may be required.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Team Leader Dealing CTC- upto-8 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Will be responsible for handling team of dealer 2) To ensure team achieves the assigned target 3) Will be responsible for reviewing and evaluating there performance. 4) Order punching on behalf of client. 4) Grduation 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.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Alternate Dealer/ Pure Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) To ensure active mgt of clients & achieve the target active AUM 2) To be responsible for identifying customer needs,assessing thei risk appetite and providing them investment options 3) To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4) To achieve healthy revenues without compromising on client profitability 5) To have clear focus on client mining 6) To conduct regular Client Meetings & update the same in the meeting tracker 7) .To attain maximum reach of investment ideas/stock calls initiated 8) Keep a breast of the market news, financial trends and current affairs 9) To attend post result con-calls, analyst meets for improved client servicing 9) NISM 8 (Equity and derivative certificate) and grduation 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.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Job Description: 1) Order Punching on behalf of client 2) Brokerage generation 3) Client acquistion and cross selling. 4) Graduation 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.

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 client 2) New client acquisition 3) Cross selling of third party investment products. 4) Revenue generation 4) Graduation 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.

Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: Execute equity trades for clients in a timely and accurate manner. Monitor and analyze market conditions to make informed trading decisions. Provide clients with investment advice and portfolio management services. Ensure compliance with all relevant trading regulations and company policies. Maintain accurate records of trades and client transactions. Develop and maintain relationships with clients to understand their investment goals. Stay updated on market trends, news, and economic data that impact equity markets. 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.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991680640.

* Responsible for client profiling and sharing in house calls and other information to mapped clients * Responsible for increasing revenue from the Axis Burgundy and Private clients. Required Candidate profile * Min 1 year experience in Equity dealing (terminal handling) with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***