1236 Equity Advisory Jobs - Page 18

Certification: NISM – 8 (Mandatory) Key Responsibilities: Punching client orders on the trading terminal Generating maximum brokerage revenue (10x – 12x of their salary) Good market knowledge with the ability to cross-sell MTF & NFOs

You will be responsible for managing PCG sales, sales traders, Sales Manager team and branch operations .

Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members.

Gold Dealing also Conduct ongoing macro research on Gold markets & Innovate the product and add convenience to investors in the gold markets. Generate and execute orders based on daily cash flows in the Gold Fund of Funds.

Role & responsibilities Acquire new clients and build strong customer relationships. Retain and service existing clients with high-priority support. Understand client needs and provide suitable investment advice. Cross-sell and promote company products (Equity, Mutual Funds, PMS, Derivatives, Bonds, etc.). Achieve revenue, AUM, and business growth targets. Preferred candidate profile 2-5 years experience in wealth management/financial services. Strong knowledge of investment products. Proven skills in client acquisition & relationship management. Excellent communication & target-driven approach.

Urgently need - NRI Financial Consultants/ NRI RM for broking firm in Ahmedabad- in stock market ctc : 3.6 to 6 lacs Experience : 3+ yrs in BFSI / broking firms. NRI FC will be handling only NRI accounts. acquire and manage NRI clients Required Candidate profile through Client References, Cold Calling, Partner Banks, appointment and harnessing references/leads. Products: Mutual Funds, Insurance, Equity & Debt , Portfolio Contact QRN on 9811985863

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

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

Hi, Hiring for SBI Securities Role: Quality Analyst (Equity Dealer Experience from Indian broking house) Location: Lucknow, Kanpur & Gorakhpur CTC: Upto 5.50lpa 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 cond...

Share your resume on whats app 9116539974 or Mail to Pushpendra.solanki@sbicapsec.com JOB PROFILE Designation Quality Analyst Reportees: Individual role Key Deliverables / Accountabilities 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 . Responsible to drive Quality Activation in the region Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams ...

JOB PROFILE Share your resume on whats app 9116539974 or Mail to Pushpendra.solanki@sbicapsec.com Designation Quality Analyst Reportees: Individual role Key Deliverables / Accountabilities 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 . Responsible to drive Quality Activation in the region Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams ...

Private Client Group - Equity Advisor Location: Pune,Kolkata,Delhi Designation: Equity Advisor (PCG) Roles and Responsibilities: 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. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio perform...

Role & responsibilities Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engag...

Requirements: *Freshers & 1 year of experience in Equity Dealing / Stock Broking / Capital Markets. *Knowledge of trading terminals (NSE/BSE) preferred. *Strong understanding of equity markets, portfolio management & client servicing.

JOB PROFILE Department Retail Sales Designation Quality Analyst Reporting to: Quality Regional Head Reportees: Individual role Key Deliverables / Accountabilities 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 . Responsible to drive Quality Activation in the region Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and repor...

Roles and Responsibilities • To ensure dealing is done as per rules and regulations of authorities & all confirmations of the trade is done on daily basis. • Ability to directly build and manage client relationships. • Advice clients on products of the company & cross sell the products. • Addressing client queries, work on reactivation of the clients. • Focus on revenue generation. • NISM VIII certification is mandatory. Skills Required • Must possess experience in same industry. • Good Communication - Verbal & Non-Verbal • Self-Motivated. • Graduate

Acquiring quality clients for Broking & Third-Party Products through networking, data base, market Intelligence, references from existing clients and assigned leads from the organization Responsible to generate brokerage primarily through advising clients for long term investment as well as positional trading ideas for short/ medium term Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and focus on generating new business To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business To keep abreast with the market knowledge and market intelligence in their respective...

Role Designation: Sr. Advisor Department: PCG Company: MOFSL Function: Advisory Reporting to: Group Advisory Leader-PCG Location: Hyderabad, Bangalore, Chennai Job Purpose Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment Key Deliverables 1. Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) 2. Research Reports based advisory along with client meeting and client upgradation/Client relationship. 3. Ensure adherence to equity advise delivery processes for PCG customers 4. Pass on ground customer feedback to the Senior PCG advisor 5. Support the sales team in delivering specialized advise t...

Key Responsibilities: To activate the non-traded customers who had opened the account with ICICIdirect.com but still not activated the account To Re-activate STOP traders who once traded with ICICIdirect.com but now stopped trading To provide full demo of the website with research calls, while activating these non-trading and stop trader clients, advisory to keep clients active and increase revenue To cross sell other by-products of equity so that the customer remains active month on month To open new accounts by taking reference from the reactivated clients To handle customer queries and to ensure complete customer satisfaction for the reactivated clients Key Requirements: Should be a good ...

Job Specifications ProfileHNI-Dealer DesignationDeputy Manager & abovePRIMARY JOB RESPONSIBILITIES Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. Understanding of Derivative Strategies. To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to Desk and the respective Advisor. Generate direct brokerage revenues by advising various trading and stock ideas based on the market pulse to the clients. Regular meetings with Active clients, converting the dormant clients into active. Regular Regional visit for HNI client meetings, seminar/e...

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 &...

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 ***