486 Equity Advisory Jobs - Page 17

*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 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***

HR Manager Monika - 9911377334 Trading on behalf of clients. investment advice to the potential and existing clients. Reactivation of dormant clients. Execute the orders on behalf of clients by doing pre trade post trade confirmation. @ 9911377334 Required Candidate profile Generate brokerage by equity/commodity, currency advisory. Hiring for leading Broking firm for entire Bihar, Chhattisgarh, Assam, Tripura, Meghalaya, Jharkhand, Sikkim. email ncrhr@outlook.com

Job Description Position / Job Title Relationship Manager- Equities Designation Officer/ Executive/ Assistant Manager/DM/Manager/Senior Manager Department Branch Dealing Sub Department Branch Dealing Reporting To (title) Branch Manager Superiors Superior (title) Cluster Head/ State Head Location Date Job Purpose To render financial services to customers to generate revenue through brokerage and third party products. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products Equity/ Currency/ DYSIP/ TPP and any other new product launched. 3CustomersActivation of customers, servicing and retention. Average of 250-350 customers mapped per RM. Job Context & Major Challenges What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Department/Zone?Context: HSL is a financial intermediary, where customers use the services to invest their funds in different asset class (equity, debt, gold, currency, real estate.). This job frontends clients servicing and trading on behalf of clients. Challenge: Retaining of customers in competitive markets. Ensure Compliance while serving the customers. Dynamic market conditions. Principal Accountabilities AccountabilitySupporting Actions Revenue generation Achieve Targets Achieving the targets by generating brokerage through dealing. Generating revenue through third party products. Compliance Adhere to dealing room conduct as prescribed by the HSL. Ensure the internal processes and systems are followed. Maintaining VRS records for all the trades. Following the code of conduct. A nti M oney L aundering. Ensure proper certification and renewal. Relationship Management Conduct client visits and HDFC Bank branch visits for maintaining and building the relationships. Prompt service to the clients. Advising and updating customers with daily movements in the stocks, with the help of research. Managing the portfolio of clients with minimal errors/ losses. Activating dormant clients. Database Management Maintain all records as per guidelines Maintain records of all mapped customers portfolio. Maintain records of all branch visits/ customer visits. Furnish necessary reports to the Branch Manager. Coordinating with Risk Team For limit enhancement. Approval for illiquid and T group shares. Collateral holds Pay-in and pay-outs of securities and funds. Job Purpose of Direct Reports NA Relationships (If Applicable) InternalFrequencyNature Risk Team Research Team Operations Cluster heads/ BM Product teamDaily Daily Daily Daily RegularlyCoordination Get insight about the market movements. Coordination Daily operations Need basis ExternalFrequencyNature Customers Bank Representatives Product Principal Daily Daily RegularlyServicing Partnering Product update. Organization Structure (Map reporting position, peers- reporting to the same position and subordinates) Head of the Department Regional Head Cluster Head/ State Head Branch Manager Area Sales Manager Relationship Manager Sales Officer Signature Name (Job Holder) (Job Holders Supervisor) Date Job AnalystName: Signature:

Advising clients on Equity, Derivatives Market Creation of revenue & Activation of clients through effective Advisory order punching, Trade confirmation, Portfolio Management 2 client acquisition in month. Leading Broking House In India Required Candidate profile Co. provide existing clients for advisory Cross Selling of Company another financial Product like Mutual Fund,SIP,PMS, Insurance NISM8 compulsory, If not then you have to Clear before joining the Co.

Advising clients on Equity, Derivatives Market Creation of revenue & Activation of clients through effective Advisory order punching, Trade confirmation, Portfolio Management client acquisition in month Required Candidate profile Co. provide existing clients for advisory.Cross Selling of Company another financial Product like Mutual Fund, SIP, PMS , Insurance NISM 8 compulsory, If not then you have to Clear before joining

Advising clients on Equity, Derivatives Market Creation of revenue & Activation of clients through effective Advisory order punching, Trade confirmation, Portfolio Management client acquisition in month Required Candidate profile Co. provide existing clients for advisory.Cross Selling of Company another financial Product like Mutual Fund, SIP, PMS , Insurance NISM 8 compulsory, If not then you have to Clear before joining

To schedule interview WhatsApp: 7045217983 Candidates Having Team Handling can experience can also apply for Team Leader role. Role & responsibilities: 1. Placing orders on behalf of customers. 2. Communicating trading calls and investing Ideas to customers. 3. Providing advisory services- AUM product penetration 4. Cross selling of third-party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP, etc...) 5. Developing relationships with Clients and generating leads through references. Preferred candidate profile: 1. Should have terminal handling experience. 2. NISM 8 Mandatory 3. Good knowledge about stock market Perks and benefits: 1. Attractive Salary Hike 2. Quarterly Incentive 3. Years Bonus

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- 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. Kindly reply with your updated CV on apex.snehil@gmail.com if you are interested in the mentioned Job Role. you can call also on 8756632966

Role & responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate Min 5+ Years of experience in Equity Dealing NISM 8, 5A Mandatory Certifications Regards, Prashant Ghusale 9890442104

Role & responsibilities • Equity sales to all clients of branch with special focus on HNI clients . • Revenue generation from equity, commodity & equity products to meet branch 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 & generate revenues from new clients. • Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market • Help customers to Execute trade online and place orders on behalf of customers . • Giving confirmation of orders and trades done during the day to clients. • Advising clients with requisite information regarding the market condition. • Profiling Clients & Suggesting financial products(Equity) to meet customer needs as per their risk appetite. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Watsapp- 7338112258 Note: Salary based upon experience and interview.

Hiring fresher or experienced candidates for sales of Mutual fund for Stock broking firm .Also hiring candidate with experience or knowledge of share trading . Excellent opoortunity to gain experience in Financial market. Salary +incentive+allowance.

Maintain lead management through cold calling, networking, references and on-field visits.Develop channel partner business vertical, Banking sector 3-in-1 product. Conduct seminars, workshops, and promotional campaigns to attract potential client.

We are seeking highly skilled and experienced Senior Investment Strategists / Lead Fund Advisors to lead the development and execution of innovative investment strategies. The ideal candidates will combine deep expertise in fund management with a strong understanding of AI/ML applications in finance to build scalable fintech solutions. Key Responsibilities: Lead the design, development, and execution of investment models and mutual fund recommendation strategies. Collaborate with AI and machine learning teams to integrate advanced analytics into investment decision-making. Ensure all investment strategies comply with relevant regulatory requirements (SEBI/AMFI). Provide expert advisory on portfolio optimization and risk management. Mentor junior team members and contribute to building a high-performance investment advisory team. Stay updated on market trends, regulatory changes, and emerging fintech innovations to maintain a competitive edge. Qualifications & Experience: CFA Charterholder OR CFP certification (mandatory). Advanced degree in Finance preferred. Minimum 5 years of relevant experience in investment strategy, fund management, or mutual fund advisory. Proven track record of managing portfolios and delivering data-driven investment solutions. Strong expertise in financial modeling, portfolio analytics, and quantitative analysis. Knowledge of AI/ML applications in finance is highly desirable. Deep understanding of regulatory compliance frameworks (SEBI/AMFI). Key Skills: Investment Strategy & Fund Management Mutual Fund Advisory Portfolio Optimization Financial Modeling & Analytics Regulatory Compliance (SEBI/AMFI) Collaboration with AI/ML Teams Data-Driven Decision Making

Role & responsibilities Dealer / Trade Advisors are individuals who are experienced in the stock markets and have the requisite skills for acquiring big-ticket clients, advising them on their stock market decisions, and executing client trades on the terminal (Acquisition and dealing). Experienced professionals in acquiring and trading for HNIs' & UHNI's Capable of acquiring a big ticket margin (min. 1 lac margin) Capable of servicing & leveraging relationships with HNI clients In-depth Knowledge about trading in Derivatives Have a strong & disciplined approach to Sales To work in a compliant and diligent manner Mandatory to have NISM Series 8 certification - Equity Derivatives Certificate Examination. Preferred candidate profile The person should be NISM certified, a Graduate, and must have experience trading on the terminal.

Dear Candidate, Urgent opening with leading broking firm. Exp - 1-2 Yrs CTC - Upto 5 LPA Location : Pune Job Description Being the Equity Dealer below are the main responsibilities: 1. Accurately & timely punch of orders on behalf of the client .Maintain 0% dealing error. 2. Co-ordinate with the clients for timely settlements of funds and margin calls. 3. Handling trading related queries during market hours. 4. Provide the advisory to clients for Investment. 5. Maintain client relationship and provide them best service. 6. Excellent Communication and Interpersonal skills Qualifiers 1. Any Graduate 2. NISM / NISM Certified Mandatory 3. Min 1 to 2 years Experience 4. Knowledge of NEAT(optional), BOLT (required) & ODIN Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Brokerage generation through advising HNI clients for Equity & Derivative portfolio. Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients. To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the Desk and the respective Advisor. Regular meetings with Active clients, converting the dormant clients into active Clients. Regular Regional visits for HNI client meetings, seminars/events. Cross-sell of Third-party focused products as suggested by the Anand Rathi group (includes MF, PMS, Structure Products & others). The person should be able to acquire HNI/ UHNI Clients with reference from existing clients and other market references

Urgent Hiring!! Job Title: Equity Advisor Location: Mumbai Department: Sales & Client Relations Position Overview: We are looking for an ambitious and driven Equity Advisor to join our friendly and dynamic team at stockaxis. This is a sales and service-focused role, where the successful candidate will be responsible for acquiring new clients, understanding their needs, and pitching our services over the phone. As part of a work-from-home and hybrid model , you will have the opportunity to develop your career in the exciting field of stock market research, all while earning lucrative incentives based on performance. Key Responsibilities: Client Acquisition & Sales: Reach out to potential clients who have shown interest in our services by registering on our website with their details (name, phone, and email). Pitch stockaxis research services to these users and convert leads into long-term clients. Build strong relationships with clients through regular calls and emails. Service & Client Support: Offer excellent customer service by addressing client inquiries and providing information about our research services. Educate clients on how to make the most of the services we offer and guide them on building a balanced portfolio using our stock recommendations. Sales & Incentive Motivation: Drive personal and team sales targets by acquiring new clients and expanding existing client relationships. Earn incentives based on performance with aggressive incentive plans tied to sales achievements. Be eager to learn and improve sales techniques to maximize earning potential. Required Qualifications: Education: Bachelor's degree in any discipline. Certification: NISM-Series-XV: Research Analyst Certification (to be completed before joining). Experience: Minimum of 1-2 years of experience in sales , preferably in the stock broking industry. Previous experience in client acquisition, lead generation, or telesales is an advantage. Skills & Competencies: Strong Sales Qualities: Ability to drive sales, close deals, and meet targets. Customer Understanding: Strong understanding of customer behavior, client needs, and how to engage effectively. Communication Skills: Excellent verbal and written communication skills. Self-Motivated: High level of motivation to exceed sales targets and learn new skills. Tech-Savvy: Comfort with CRM tools, email communication, and working in a digital environment. Personal Attributes: Eager to learn about stock markets and investment strategies. Driven by incentives and motivated by performance-based rewards. Friendly, team-oriented, and passionate about customer success. Benefits: Competitive salary with aggressive incentive plans . Work-from-home opportunity with a hybrid model. Training to help you grow your career in stock market research. Friendly, supportive work culture. Professional growth opportunities in the stock market space. If you're a motivated self-starter eager to build a career in the stock market and are driven by sales performance, we would love to hear from you! Apply Now! Send your updated resume to hr@stockaxis.com with the subject line: Equity Advisor Application.

Relationship Manager/Senior Relationship Manager Experience required : 4 Years + Job Description : 1. Building relationships with clients & educating them about Investments 2. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) 3. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills.

Role and Responsibility :- Have a keen interest and deep understanding of Fintech Industry.- Interested in mentoring and guiding students.- Excellent problem-solving ability.- Good interpersonal and presentation skills.Skill Sets :- Excellent Communication Skills, Experience in Stock Market,- Good interpersonal and presentation skills.- Good listening and problem-solving skills.- Time management skills.- Critical thinking skills.- Soft Sales skills.- Self Motivated & driven by targets- The ability to influence and negotiate with others.Most Importantly Willing to work in flexible shifts and weekends also with flexible Week offs."Experience 1-2 years of Equity Dealing, Equity Advisors, Trading, Trainer, Cross Selling, Wealth Managing This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

*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 ( Terminal Handling) with any Indian Broking Company

Role & responsibilities: * Handling the team of Advisors. * Complete the team target. * Generate Brokerage through advisory. * Cross Selling third party products. * Manage Existing Clients *Acquire New clients through the team. Preferred candidate profile: Should have NISM Certificate and Team Handling experience. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Ashwini K : 9822643371

Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + Job Description : 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 (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills.

Job Description of Equity Advisor Position Office Address: 307, 3rd Floor, Milestone Milagro, Nr. Someshwar Junction, University Road, Vesu, Surat - 395007 JOB RESPONSIBILITIES Execute the orders on behalf of clients Promoting Organizations research calls and advisory reports with the clients. Ensuring to keep maximum active clients Regular Client meetings Serving the clients via wide range of financial products and services we have with us. Revenue Generation and client activation Required qualifications, capabilities, and skills Bachelor’s degree is required. Freshers can also apply Should have the Basic knowledge of Equity Market. Should have the required certifications and academics Skilled in analyzing client risk profiles and optimizing investment strategies accordingly. Excellent verbal and written communication skills for effective client interactions Highly motivated with a proactive approach to client acquisition and In-house-sales

Roles and Responsibilities Provide expert advice on equity markets, including NISM certification (Series VIII) and derivatives trading. Assist clients in making informed investment decisions by analyzing market trends and providing insights. Manage client portfolios, ensuring optimal returns through effective brokerage services. Develop strong relationships with clients to understand their financial goals and objectives. Stay up-to-date with regulatory changes and industry developments to maintain compliance. Desired Candidate Profile 1-6 years of experience in Equity Advisory, Equity Broking, Equity Trading, Derivatives Trading, or related fields. Strong understanding of the stock market, including NSE rules and regulations. Excellent communication skills for building rapport with clients and colleagues alike. Ability to work independently as well as part of a team environment.