1236 Equity Advisory Jobs - Page 15

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 clients f or maintai...

Job description: Equity Specialist 1. Maximize New Customer Acquisition Drive the acquisition of M52/Prime customers mapped through ICICI Bank PBG RMs and Wealth RMs across branches. 2. Achieve Business Targets Take ownership of key metrics, including new client acquisition numbers, revenue generation, and activation. 3. Engage with Large Clients Conduct client meetings to convert high-potential leads and support branch teams in achieving their equity-related goals. 4. Trade Activation Ensure maximum trade activation among acquired clients to drive engagement and revenue. 5. Focus on High-Value Prime Plans Maximize conversions to High-Value Prime plans from the total acquisitions. 6. Branch-...

Job description: Equity Specialist 1. Maximize New Customer Acquisition Drive the acquisition of M52/Prime customers mapped through ICICI Bank PBG RMs and Wealth RMs across branches. 2. Achieve Business Targets Take ownership of key metrics, including new client acquisition numbers, revenue generation, and activation. 3. Engage with Large Clients Conduct client meetings to convert high-potential leads and support branch teams in achieving their equity-related goals. 4. Trade Activation Ensure maximum trade activation among acquired clients to drive engagement and revenue. 5. Focus on High-Value Prime Plans Maximize conversions to High-Value Prime plans from the total acquisitions. 6. Branch-...

Job description: Equity Specialist 1. Maximize New Customer Acquisition Drive the acquisition of M52/Prime customers mapped through ICICI Bank PBG RMs and Wealth RMs across branches. 2. Achieve Business Targets Take ownership of key metrics, including new client acquisition numbers, revenue generation, and activation. 3. Engage with Large Clients Conduct client meetings to convert high-potential leads and support branch teams in achieving their equity-related goals. 4. Trade Activation Ensure maximum trade activation among acquired clients to drive engagement and revenue. 5. Focus on High-Value Prime Plans Maximize conversions to High-Value Prime plans from the total acquisitions. 6. Branch-...

Job description: Equity Specialist 1. Maximize New Customer Acquisition Drive the acquisition of M52/Prime customers mapped through ICICI Bank PBG RMs and Wealth RMs across branches. 2. Achieve Business Targets Take ownership of key metrics, including new client acquisition numbers, revenue generation, and activation. 3. Engage with Large Clients Conduct client meetings to convert high-potential leads and support branch teams in achieving their equity-related goals. 4. Trade Activation Ensure maximum trade activation among acquired clients to drive engagement and revenue. 5. Focus on High-Value Prime Plans Maximize conversions to High-Value Prime plans from the total acquisitions. 6. Branch-...

Job description: Equity Specialist 1. Maximize New Customer Acquisition Drive the acquisition of M52/Prime customers mapped through ICICI Bank PBG RMs and Wealth RMs across branches. 2. Achieve Business Targets Take ownership of key metrics, including new client acquisition numbers, revenue generation, and activation. 3. Engage with Large Clients Conduct client meetings to convert high-potential leads and support branch teams in achieving their equity-related goals. 4. Trade Activation Ensure maximum trade activation among acquired clients to drive engagement and revenue. 5. Focus on High-Value Prime Plans Maximize conversions to High-Value Prime plans from the total acquisitions. 6. Branch-...

This Opportunity is with a leading Stock Broking company for their office in Bangalore location Role: Dealer - Trading Experience: 1 - 8 Years Job Description: Role & Responsibilities: Responsible for managing clients' portfolios by assessing their needs and advising them on their investment based on the research reports generated by the research department. Communicating trading on calls and investing ideas to customers. To trade on behalf of clients. Responsible for brokerage generation. Cross selling third party products. Research and build relationships with clients. Required Skillset: Pleasant personality and good communication skills. NISM Certification Basic knowledge of finance and f...

ROLE :Relationship Manager / Senior Relationship Manager DEPARTMENT :Retail Sales / Institutional Sales / Direct Sales LOCATION:Hyderabad Whom are we Looking For? We are looking for a competent talent who can recruit, retain, and lead the sales team by executing sales plans for achieving revenue targets. Roles & Responsibilities * Build and maintain strong relationships with existing and prospective clients, understanding their investment objectives, risk tolerance, and financial needs. * Conduct in-depth discussions and perform comprehensive assessments to develop customized equity investment solutions. * Proactively communicate with clients to provide updates on market trends, investment o...

Role & responsibilities To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options Responsible for new client acquisition To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have a clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends, and current affairs attend...

Job description Job Title: RM - Dealing Location: Mumbai & Ahmedabad Job Summary: We are seeking an experienced Team Leader to lead a team of advisors in our Retail Department. The successful candidate will be responsible for managing and mentoring a team of advisors, achieving revenue targets, and ensuring excellent customer service. Key Responsibilities: 1. Team Management: Lead, motivate, and mentor a team of advisors to achieve targets and performance goals. 2. Develop and implement sales strategies to achieve business targets and expand the customer base. 3. Ensure excellent customer service and support to clients, resolving their queries and concerns in a timely manner. 4. Performance ...

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 Dhanashri :7796426785

Execute trades on behalf of clients, aligning with their investment strategies and preferences. • Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.

- Guide clients in equity investments - Provide research-based stock recommendations - Manage client portfolios effectively - Ensure superior client servicing & retention - Stay updated on market trends & regulatory changes Required Candidate profile - Graduated in Finance/Commerce - Salary up to 5.50 LPA + Incentives - 1–4 years of experience in equity advisory/stock broking - Strong knowledge of equity & investment More Info :: 84888 33693

Hi, Hiring for SBI Securities Role: Quality Analyst (Equity Dealer Experience from Indian broking house) Location: Kanpur CTC: Upto 5lpa Role & responsibilities Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for...

Markets Group Investment Expert Job Description Job Title: Markets Group Investment Expert. Department: Markets Group. Market Experience: 3-8 years of relevant experience. Reports To: Area Head / Regional Head Markets Group. Location: Mumbai, Delhi, Kolkata and Bangalore. Job Summary We are seeking a knowledgeable and client-focused Equity Market Advisor to provide expert guidance on equity markets, design tailored investment strategies and help clients achieve their financial goals. The ideal candidate will have deep market insight, strong analytical skills, and a passion for delivering exceptional equity advisory services to high-net-worth individuals, family offices, and institutional cli...

Equity sales to all clients with special focus on HNI clients . Acquiring new clients & generate revenues from new clients. Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets Whats up 9318431991 Required Candidate profile Graduate / Post graduate with knowledge of capital markets NISM Series – VIII (Equity derivatives)/Commodity/Mutual Funds Chennai Location info.aspiringmantra@gmail.com Whats up 9318431991

Seeking dynamic professional for client relationship & equity dealing. Responsibilities include trading, client acquisition, cross-sell, compliance & financial planning across MF, Insurance, FD, Bonds, PMS & Wealth Mgmt.

Execute trades on behalf of clients,aligning with their investment strategies Cross-sell third-party investment products including Mutual Funds, SIP, FD. Acquire new clients while maintaining & nurturing long-term relationship with existing clients.

Execute trades on behalf of clients,aligning with their investment strategies Cross-sell third-party investment products including Mutual Funds, SIP, FD. Acquire new clients while maintaining & nurturing long-term relationship with existing clients.

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have experience into Trading and Order Punching Qualifications:Post Graduation Exp- 3+ Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Role Designation:- Commodity Advisor 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

Role & responsibilities : Equity sales to all clients of the branch, with special focus on HNI clients. • Revenue generation from equity, commodity & equity products to meet the branch's overall equity broking targets. • Generating Net interest income through Margin trade funding (MTF) as per assigned targets • Asset gathering through Advisory products, Investiger, IPO, ETF, etc. • Acquiring new clients & generating revenues from new clients. • Responsible for activation of trading accounts of clients, assisting new entrants in the equity market to understand the dynamics of the market • Help customers execute trades online and place orders on behalf of customers. • Confirming orders and tra...

Job description: Acquiring Large Trader Clients with high margin Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities Ensuring efficient and prompt management of orders based on customer request Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch. Day to day approvals w.r.t to limits, commercials Shifting offline customers to online. DESIRED SKILL SET: Equity Market Knowledge Experience - 6 month to 5 yrs in Broking, Mutual Funds, Loans, Health insurance, Life Insurance indus...

Role & responsibilities Execute buy/sell trades for clients in Equity & Derivatives segments. Provide real-time trading support and market insights. Maintain client relationships to increase trading volumes and revenue. Cross-sell financial products and achieve targets & compliance standards. Third Part Products- open Demat accounts. Preferred candidate profile Graduate/Postgraduate in Finance, Commerce, Business, or Economics. NISM Series VIII Equity Derivatives certification mandatory. Strong knowledge of capital markets and trading platforms. Excellent communication, analytical, and client-handling skills.