248 Equity Advisor Jobs - Page 5

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager/Equity Dealer/HNI Dealer CTC- upto-6 LPA + incentive + Other benefit Branch Dealing 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. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Relationship Manager ROLES & RESPONSIBILITIES: 1) New client acquisition 2) Cross selling of third party investment produc...

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 & 5 Certification , 2 years of experience as an Equity Dealer/Advisor is must Strong understanding of the equity market, trading strategies, and investment products.

The Equity Dealer is responsible for executing trades on behalf of clients via terminals, providing investment advice. The role involves client servicing, relationship management, and cross-selling mutual funds/PMS/IPOs.( NO Insurance ) Required Candidate profile * Min 1 year experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***

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- 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) ...

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:- Trade Execution : Execute equity trades on behalf of clients during the absence of the primary dealer. Client Handling : Assist clients with equity investment queries, order placements, and trade confirmations. Risk Management : Monitor client positions and ensure compliance with risk and regulatory norms. Market Monitoring : Track market trends, stock performance, and provide basic inputs to clients. Backup Support : Act as a backup to the main equity dealer; ensure business continuity in the...

Greetings from "APEX SERVICES" Designation- Assistant manager Role- Equity Dealer CTC- upto-5 LPA + incentive + other benefit ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients 2) Building relationships with clients 3) cross selling of 3rd party products 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1year experience in Equities. Kindly reply with updated CV on apex.shachil@gmail.com if you are interested for the mentioned Job Role. you can call also on 8176899035

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-4.5 LPA + incentive + Other benefit Job Description: Sales Generation : Drive insurance product sales through bank branches (Bancassurance channel). Relationship Management : Build strong relationships with bank staff to increase lead generation and conversions. Lead Conversion : Work on walk-ins, referrals, and leads shared by bank partners. Training & Support : Train bank employees on insurance products and sales techniques. Target Achievement : Achieve monthly and quarterly sales targets set by the company. Customer Interaction : Meet customers to understand their fin...

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES 1) Executing buy and sell orders in the stock market 2) Monitoring market trends to provide timely investment advice to clients. 3) Managing and reviewing clients investment portfolios. 4) NISM-8 is Mandatory 5) Graduate / Post graduate with minimum 1 yr exp in Equities. 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- 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 clie...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 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.

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: 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 clie...

Dear Candidate, Greetings From"APEX SERVICES" Role- PCG Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: Responsible for increasing client base and revenue from the Axis Burgundy and Private clients. Cross sell of Third Party Products. Responsible for client profiling and sharing in house calls and other information to mapped clients. Client meetings and deepening client relations with the mapped clients. Adherence to compliance 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 man...

Dear Candidate, Greetings From"APEX SERVICES" Role- PCG Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: Responsible for increasing client base and revenue from the Axis Burgundy and Private clients. Cross sell of Third Party Products. Responsible for client profiling and sharing in house calls and other information to mapped clients. Client meetings and deepening client relations with the mapped clients. Adherence to compliance 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 man...

- 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

- 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

Job description Manage High Net worth customers Activation and revenue generation Cross-selling: Mutual Funds, SIPS ( NO INSURANCE) Building of MTF book 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 ***

Job description Manage High Net worth customers Activation and revenue generation Cross-selling: Mutual Funds, SIPS ( NO INSURANCE) Building of MTF book 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 ***

Execute equity trades on behalf of clients. Analyze market trends and provide investment advice. Interact with Ultra HNI clients to understand their financial goals. Implement risk management strategies. Maintain accurate records of transactions Required Candidate profile Bachelor's degree in Finance or related field. Relevant certifications (e.g., NISM-Series VIII). Prior experience in equity trading. Proficiency in trading platforms and market analysis tools.

Execute equity trades on behalf of clients. Analyze market trends and provide investment advice. Interact with Ultra HNI clients to understand their financial goals. Implement risk management strategies. Maintain accurate records of transactions Required Candidate profile Bachelor's degree in Finance or related field. Relevant certifications (e.g., NISM-Series VIII). Prior experience in equity trading. Proficiency in trading platforms and market analysis tools.

Execute equity trades on behalf of clients. Analyze market trends and provide investment advice. Interact with Ultra HNI clients to understand their financial goals. Implement risk management strategies. Maintain accurate records of transactions Required Candidate profile Bachelor's degree in Finance or related field. Relevant certifications (e.g., NISM-Series VIII). Prior experience in equity trading. Proficiency in trading platforms and market analysis tools.

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 ***