485 Equity Advisory Jobs

Department - PCG - Equity Trader Position - Grade E2/M3/M4 Designation - AM, DM, Manager CTC Offered - From 3 Lacs 8 Lacs Minimum Exeperience Required - 2 Years - 15 Years JOB ROLE Managing financial portfolios of and on boarding High net worth individuals and Corporate Clientele Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio Attain maximum reach of investment ideas/stock calls initiated Achieve healthy revenues without compromising on clients profitability Ensure active management of clients & achieve the target active AUM Have clear focus on client mining Assist in new client acquisition, building new relationships and increasing depth in existing relationships Conduct regular Client Meetings & update the same in the meeting tracker Keep abreast of the market news, financial trends and current affairs JOB REQUIREMENTS Spent twelve months (applicant for same grade role)/eighteen months (applicant for next grade role) in the same division function role. Applications can be made for roles in same level or one level above. NISM VIII (Mandatory) CMT level 1 or CFA level 1 (Desirable) Good communication skills, both written and verbal. Certified in NISM/NCFM VIII certificate is Mandatory. Must have a sound understanding/knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Focused on team cohesion, dynamics & constantly improve performance quality Should possess strong relationship building skills Interested Candidate can share their CV directly of consult.executivesearch@gmail.com or can connect us on +91 7703945182

Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.

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.

Hiring: Independent Financial Advisor (IFA) Responsibilities: Acquire & onboard IFAs to grow AUM Train & support IFAs on products Complete onboarding & referrals Cross-sell investment & wealth products Build strong franchise relationships Required Candidate profile Mumbai / Pune | 6–11 LPA | Top Private Bank Subsidiary 2–5 yrs in Mutual Funds / PMS / AIF sales B2B sales experience Graduate / PG; NISM 10 preferred call 9022157571 Khyati www.hyfly.in

Location: Bangalore Position: Wealth Advisor Broader Role / Responsibilities: Acquisition of Wealth Clients : 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings or F2F Presentations to clients. 3. To conduct and assist in organizing seminars, workshops and other business development activities. 4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory High ticket Sales with exposure to HNI client management. 5. Minimum Entry level Portfolio amount would be Rs 1 crore and above. Advisory and Relationship Management 6. Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients. 7. Advising Affluent clients in conjunction with the Research team , Financial planning department , operations team etc on their existing investments and managing their overall financial portfolio and deepening the wallet from existing clients. 8. To coordinate with product and research team for taking investment decision for the clients. Candidate 9. Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessity for the job. 10. Candidates having experience in PMS Sales and meeting clints F2F on ground. 11. Impeccable sales skills to handle HNI clients and PMS. 12. Good Sales negotiator and able to close high ticket sales. 13. Good knowledge of Equity Markets and other Investment assets.

Cluster Manager– Equity Advisory • Primarily responsible for managing the cluster Building the team- Motivating, mentoring & guiding the team Creating the business plan and help the team to achieve it. responsible for generating revenue, Required Candidate profile We are hiring dynamic & resilient individuals for our Equity Advisory Team EXP Minimum 6-8 years of experience in advisory Qualification: Graduate NISM / NCFM Ruhi @ 9113961458 hr@2srinnovations.com

Designation: Team Leader/ Vertical Manager Lead and manage a team of Equity advisory & dealing professionals Execute trades behalf of clients, aligning with their investment strategies & preferences, and acquire new clients, promote & cross-sell TPP Required Candidate profile Qualification: Graduation Overall exp: 8-9 years, with 3yrs in team leadership investment products, including Insurance, MF, PMS, SIP, AIF, Bonds,FD Shares, IAP Rui 9113961458 hr@2srinnovations.com

Designation: Equity Advisor • Execute trades on behalf of clients, • Management AUM and cross-sell third-party investment products,MF, PMS, SIP, AIF, Bonds, FD Shares, • Acquire new clients, advisory • Conduct client meetings, provide investment Required Candidate profile Qualification Graduation, Certification NISM Series VIII Experience 2 yrs. Broking Industry must Proven track record in managing HNI & UHNI clients, Acquisition, 9113961458 hr@2srinnovations.com

Job Profile : • Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers • Sources new bank customers through external individual efforts and acquisition channel • Ensures high levels of customer service orientation and application of bank policy • Cross sells bank products to existing set of Customers • Informs customers of new products or product enhancements to further expand the banking relationship • Plans and conducts special sales initiatives and events for prospective and existing clients • Coordinates with other group companies to provide seamless access to other products • Maintains complete relationship record for assigned customer accounts Job requirements : • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services • MIS generation • Graduate - 4 -6 years of experience AMFI / IRDA • Post Graduate - 2 -4 years of experience AMFI / IRDA

Roles and Responsibility Develop and implement effective equity trading strategies to achieve business objectives. Provide expert advice on equity markets and products to clients. Build and maintain strong relationships with clients and stakeholders. Conduct thorough research and analysis of equity markets and trends. Identify new business opportunities and expand existing client relationships. Stay up-to-date with regulatory changes and industry developments. Job Requirements Strong knowledge of equity markets, products, and regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with clients and providing exceptional customer service. Strong understanding of the TV/Radio industry and its dynamics.

You will be responsible for overseeing the performance and operations of multiple branches within the Bangalore region. This includes direct management of Branch Heads, as well as the PCG Sales and Sales Trader teams.

Relationship Manager/Senior Relationship Manager - GIFT CITY AHMEDABAD Experience required : 5 Years + Job Description : Execution of trade orders on behalf of clients. Building relationships with clients & educating them about Investments. Specialized Activities: Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal. Advising to client as per our research and sell any other products listed on IFSC Ready to learn new products and processes Minimum of 3 years of relevant experience in dealing (operating terminal OWS/TWS) as RM Required Criteria: 1. Graduation (preferably in finance specialization). 2. NISM 8 certification (Equity & derivatives) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills. Interested candidates can share their resume on Harjeetkaur.jude@hdfcsec.com. Thanks and Regards, Harjeet Kaur.

RM / Sr. RM Location: - Multiple Responsibilities: * Manage client portfolios through equity broking & advisory services * Execute trades on stock exchange platforms * Acquire new HNIs through sales strategies * Promote mutual funds & PMS offerings Sales incentives

Contact Anitha @ 9869504403 / qrn.anitha@gmail.com Location: Bangalore, Chennai & Hubli Equity Dealer and Sales profile. Experience : 1 to 5 yrs in broking, also keen in 3rd party sales after market hours. ctc 20k to 35k Required Candidate profile To book orders on behalf of clients Required Candidate profile Good communication Knows local language NISM -8 mandatory

Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 LPA, monthly incentive

Increase client base, revenue and market share Increase base of UHNI, Large Self Trader clients and corporate customers Ensuring Dealer Productivity Manage relationships across set of clients Profitability from Cross Sell ABC’s Investment Products Required Candidate profile Job Location - Rajkot, Ahmedabad, Surat, Vadodara Experience in Equity Broking industry, selling financial services products, product knowledge, people management skills, Team Management skills

Increase client base, revenue and market share Increase base of UHNI, Large Self Trader clients and corporate customers Ensuring Dealer Productivity Manage relationships across set of clients Profitability from Cross Sell ABC’s Investment Products Required Candidate profile Job Location - Pune, Nashik, Aurangabad Experience in Equity Broking industry, selling financial services products, product knowledge, people management skills, Team Management skills

Increase client base, revenue and market share Increase base of UHNI, Large Self Trader clients and corporate customers Ensuring Dealer Productivity Manage relationships across set of clients Profitability from Cross Sell ABC’s Investment Products Required Candidate profile Job Location - Bangalore, Hubli, Mangalore Experience in Equity Broking industry, selling financial services products, product knowledge, people management skills, Team Management skills

Increase client base, revenue and market share Increase base of UHNI, Large Self Trader clients and corporate customers Ensuring Dealer Productivity Manage relationships across set of clients Profitability from Cross Sell ABC’s Investment Products Required Candidate profile Job Location - Chennai, Hyderabad, Bangalore, Kochin Experience in Equity Broking industry, selling financial services products, product knowledge, people management skills

Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 L, monthly incentive, Medi, Insurance

Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 L, monthly incentive, Medi, Insurance

Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 L, monthly incentive, Medi, Insurance

Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 L, monthly incentive, Medi, Insurance

Managing HNI desk, ensuring client satisfaction, retention, growth of HNI portfolio. Acquire new PCG/HNI clients, Ensure smooth transition to dealing team Building new relationships, increasing depth in existing relationships Cross Sell of MF, SIPs. Required Candidate profile Good knowledge of equity markets, trading platforms & financial instruments. Business updates, new clients, brokerages & revenues Good communication and interpersonal skills. High attention to detail Perks and benefits Plus Incentive & other benefits

No Sales Target Job Description: Required Candidate profile Experience in executing equity and F&O trades Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Manage and execute equity & derivative trades on behalf of clients Tracking Clients Positions, Portfolio actively Develop and maintain relationships with clients, understanding their investment needs Service support to clients Back Office Management Education: NISM Series 8 certification Bachelor's Degree Experience: 2+ years of Exp in Broking Industry