791 Equity Advisory Jobs

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 & TGS Alternative Investment Funds (AIFs) Bonds, FDs, Unlisted Shares Investment Advisory Platforms (IAP) Client Relationship Management : Build strong, trust-based relationships through regular engagement, timely market updates, and high-quality service. Qualifications & Skills : Graduate in Finance or related field (MBA/CFP/NISM preferred) 2 years of experience in trading or wealth management Strong market knowledge, communication, and client advisory skills How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Dhanashri:7796426785

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs, 2. Team handling Interested can contact on 7304501604 or share CV on jyoti.mehta@tradebulls.in

Inviting Equity Sales Trader - (Advisor cum Dealer) with Leading Financial Services at Kolkata!!

New Requirement : Job in Stock Market : 1.Mutual Fund Sales Advisor. 2. Equity Delar. Location - Delhi. Banglore. Mumbai . Gujrat Chennai. Hyderabad & Noida Eligibility : Graduate Degree mandate. Experience min 6 months to 3yrs required Mutual funds /SIP /equity Sales /Demat accounts Sales in brokeing industry. Experience required for equity delar 1yr with Nism 8. Excellent English + Hindi + Local Language Buget 3 LPA to 5 LPA. Age not above 32yrs . E: brdassociates@workmail.com OR 8377024167

*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 Year experience in Equity dealing with Indian Broking Company only *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***

*Investment Advisor & Cross Sales *Freshers can also Apply *NISM Certified (Any V/VIII/X) *BFSI Sales services experience *English Proficiency: V5 *Salary: 21k-44k As per experience *Shift: Day shift, 5 Days working HR Krapanshi 9111762733 Required Candidate profile * Freshers with Graduation + Any NISM V/VIII/X certificate can also Apply * Preferred background in BFSI Sales * Experience in BPO or financial services. * Excellent Communication is Required

*Advising 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 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience *** ***NISM 8 Mandatory*** How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali : 9158043197

Responsible for Branch performance & managing the assigned area/territory/city Manage the Branch Dealing team & oversee the operational and administrative issues Revenue generation, customer acquisition & Retention Recruitment, Training & Development Required Candidate profile Should have 1 Year experience as a Branch Manager with any Indian Broking company

Conduct technical analysis of stocks, derivatives, crypto, and commodities. Prepare technical reports for intraday and options trading. Perform back-testing of scanners and strategies. Research different strategies for Nifty and Bank Nifty. Required Candidate profile Strong knowledge of the stock market and technical analysis. Minimum 1–2 years of self-trading experience. Graduate degree or equivalent qualification. Good communication and presentation skills. Perks and benefits Incentives

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.

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs, 2. Team handling Interested can contact on 7016615213 or share CV on rahul.jani@tradebulls.in

Responsibilities: * Manage equity portfolio * Advise on investment strategies * Execute trades efficiently * Meet revenue targets * Collaborate with clients & brokers Provident fund

Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Commodity Dealer CTC- up to-4.5 lac+ incentive + Other benefit ROLES & RESPONSIBILITIES: Commodity Dealer primarily facilitates commodity trading for clients by executing buy/sell orders, Provide market information, and managing relationships to drive trading volume and client activation. Handling client queries, ensuring compliance, and promoting additional financial products. The role also involves acquiring new clients, reactivating inactive ones, and collecting margins. Develop and maintain strong relationships with clients, handling their queries and providing them with market-related information. Grduation mandatory with minimum 1 year of of Experience. Kindly reply with updated CV on if you are interested for the mentioned Job Role. you can call also on 7068764020

Investment Advisor & cross sales Shift: Day shift, 5 Days Working Graduation + NISM V/VIII/X (Any) Sales Exp in BFSI English Proficiency: V5 Salary: As per Experience NISM VIII/XA/XB: 28.8K – 44.2K NISM VA/VB: 20.7K – 32.3K Drop CV: 9111762733 Required Candidate profile * Graduation mandatory. * NISM V/VIII/X Certificate is required * Preferred background in BFSI Sales * Experience in BPO/Financial services * Excellent Communication is Required * Immediate Joiner

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

Job Opening: Advisor (RCAD) Wealth Advisory Location: Malad, Mumbai Shift: 8:30 AM 5:30 PM | Mon–Sat (2nd & 4th Sat Off + Sunday Fixed Off) CTC: Up to 8 LPA Education: Graduate (55% & above) Experience: 2+ Years in HNI Broking / Trading / Wealth Advisory. About the Role Firm is hiring an Advisor – RCAD for its Wealth Advisory team. The role involves trading & order execution, HNI client handling, and cross-selling of wealth & investment products. If you have hands-on experience in equity & derivatives, order punching, and client advisory, this is a great opportunity to grow your career with a leading financial services brand. Key Responsibilities: Execute equity, derivatives, options & cash market orders Deliver end-to-end investment advisory with focus on AUM growth Cross-sell financial products: Insurance, MF, PMS, SIPs, Bonds, FDs, AIFs, Unlisted Shares & more Manage HNI client relationships & conduct risk profiling Provide advisory support using fundamental & technical analysis. Requirements: Strong knowledge of equity & derivative markets Proficiency in Trading Applications & MS Office Mandatory: NISM Series VIII – Equity Derivatives Certification Excellent communication & HNI client management skills If you’re passionate about wealth management and client advisory, we’d love to connect! Apply now or share your CV with us on 99533@shunyatattva.co.in

Role : Advisor - PCG Job Location - Motilal Oswal Tower, Prabhadevi KEY RESPONSIBILITIES 1. Derivative Trading. 2. Individually handling clients with the book size of 1cr & above. 3. Seamless execution of trades on terminal 4. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 5. Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets REQUIREMENT: Experience: 5+ Years in Financial Markets Domain Knowledge: Understanding of capital markets *Interested candidates can share their Resume at divya.sharma@motilaloswal.com*

Urgently need Branch Manager, RM Mutual fund sales in a stock market company Location Vadodra , Vapi & Anand For RM - Mutual fund sales ,Experience min 1 year required, CTC 2lpa to 4 lpa For BM exp min 5 yrs, CTC - 3 to 6.5lpa Required Candidate profile Responsibilities – For BM , Managing Branch as a Profit Center by revenue generation. - For RM Mutual Fund Sales- acquire clients and SIP Contact QRN on 9811985863

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 intelligence and references from existing clients. 11) Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation Location-Mumbai,Ahmedabad,Surat,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur,Chandigarh,Delhi, NCR, Vadodra

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,Jaipur,Chandigarh,Delhi, NCR, Vadodra,

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 intelligence and references from existing clients. 11) Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation Location-Mumbai,Ahmedabad,Surat,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur,Chandigarh,Delhi, NCR, Vadodra

Vachana Investments is hiring Equity Dealers massively Role & responsibilities:- Executing trades on behalf of clients. Keeping clients informed about market trends and developments. Advising clients on market movements and trade related activities. Performing order placements on behalf of clients. Having Two Wheeler is an added advantage. Should have very good English communication. Requirements:- Bachelor's degree in Finance, Business or related field. Experience in the Service broking industry is mandate. (Discount Broking experience will not be considered) Minimum 1 year of experience as an equity dealer. Better knowledge of Equity and derivative marketing. NISM certification is preferable or should complete the certification in one month after joining the organisation. Package 24k in hand + Incentives upto 50k If interested please call HR Rajni - 9535628295 or Whatsapp your CV to 9535628295

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 8 is Mandatory Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

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 8 is Mandatory Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

Job Description: Equity Advisor Communicating Intra day trading calls and investing ideas to customers. Maintaining regular relations with clients Individually operate NSE/BSE terminals Thorough knowledge of all exchange rules regulations and compliance Ability to advise the clients from time to time based on the research calls Generating brokerage and volume to the branch To trade behalf of clients, keeping them informed about rates, research information and market outlook, order and trade details and confirmations Identify new streams for revenue and maintain cordial relationship with existing clients Achieve laid down target w.r.t revenue generation, client activation, client Acquisition Cross selling third party products (life insurance & mutual funds)