486 Equity Advisory Jobs - Page 19

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. 8) Coordinate with Third Party Product Manufacturers, and all the stake holders. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products Location: Mumbai,Bengaluru,Hyderabad,Chennai,Pune,Jaipur,Telangana, Delhi, Vadodra

1) Achieve the Business Target set for them which includes Broking Revenue , Future & Options (F&O). 2) Cross selling third party products like Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse products launched by the company. 3) Servicing to existing/ new acquired clients of the company. 4) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. 5) To achieve Revenue target through broking and cross selling products launched by the by the company from time to time. 6) Generate interest income 7) Understanding of clients profile and suggest Portfolio/ Asset Allocation. 8) To improve and maintain the client activity ratio by activating clients across the segments Location - Hyderabad,Kolkata,Ahmedabad,Surat,Pune, Trivendrum, Delhi, Vadodra

1) To spearhead activation and servicing for demat holdings in the given Region / Zone / Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region / Zone / Cluster is achieved through existing / external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research / updates to team members and Super Investor clients of the company. 4) Training the team on portfolio reviews will be one of the key responsibilities. 5) Minimum productivity across team members in asset gathering 6) Servicing and garnering assets of Super Investors of the company in the given geography 7) Interact closely with the key stake holders 8) Make customers eligible for upgrade to other segments Locations: Mumbai,Hyderabad,Ahmedabad,Kolkata,Trivendrum, Delhi, Vadodra, Pune

SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & Investments 1. The main responsibility of this role is to acquire and service UHNI / HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity 5. Understanding of clients profile and suggest Portfolio/ Asset Allocation. 6. To improve and maintain the client activity ratio by activating clients across the segments 7. Ability to coordinate with Third Party Product Manufacturers, and all the stake holders. 8.Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products Candidate Profile 1. Graduate / Post Graduate 2. Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products. 3. Should have in-depth understanding of micro & macros moreover expertise in stock, sector and overall market (Global & Domestic) Location-Kolkata,Mumbai,Bengaluru,Hyderabad,Chennai,Pune,Jaipur,Ahmedabad,Delhi, Telangana, 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)Update clients for orders and trade on the recorded line. 4)Maintain active clients as per the defined norms. 5)Activate dormant clients. 6)Ensure resolution of clients query. 7)Maintain records of business on internal software. 8)Liaison with branches for revenue generation and query resolution 9)Follow guidelines of Risk management and Settlement 10)Ensure compliance as per various regulator and organization guidelines. 11)Acquire quality PCG clients through networking, database, market intelligence and references from existing clients, with minimum investment potention Rs.25 Lac 12)Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, and Investments Products - Mutual Funds, PMS, AIF , Risk, Regulation Location : - Vadodra, Delhi / NCR, Chennai, Kolkata, Pune, Jaipur, Ahmedabad, Surat, Chandigarh

Manager Advisory Equity & Investment Products PCG ( Pvt. Client Group ) 1) Achieve the Business Target set for them which includes Broking Revenue , Future & Options (F&O). 2) Cross selling third party products like Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse products launched by the company. 3) Servicing to existing/ new acquired clients of the company. 4) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. 5) To achieve Revenue target through broking and cross selling products launched by the by the company from time to time. 6) Generate interest income 7) Understanding of clients profile and suggest Portfolio/ Asset Allocation. 8) To improve and maintain the client activity ratio by activating clients across the segments Education- Bachelors Degree or equivalent (preferabbly MBA) with 5 years experience in a broking Firm, NCFM Qualified. Location- Chennai,Bengaluru,Mumbai,Hyderabad,Kolkata,Ahmedabad,Surat,Pune, Trivendrum, Delhi, Vadodra

Job description Interested candidates can mail their updated resumes to manasi.s@sbicapsec.com WhatsApp Only: 7736562628 Designation: Equity Dealer Location: Chennai. Coimbatore, Trichy Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Research Information And Market Outlook, Order & Trade Details, And Confirmations. 9. Identify And Develop New Streams For Equity Revenue Growth And Maintaining Cordial Relationship With Existing Clients. 10. Developing Relationship With HNI Clients And Generating Leads Through References. 11. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation

Note: Only apply if you have equity dealing experience As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new cliental base and drive wealth business equally. Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Job Specification : Good communication (verbal and written) skills Ability to speak in local language and English Graduate from recognized university or college Strong product knowledge and understanding of capital market Minimum of 3 year experience in Equity broking Holds latest certificate of NISM 8 Understanding of local market and captive client base Should have basic computer knowledge of using email, Microsoft office and etc.

Role & responsibilities Primary 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 Minimum 4+ Years of experience in Equity Dealing Salary Best in Industry. Interested candidate can share their resume at preeti.soni@hdfcsec.com Regards, Preeti Soni HR - HDFC Securities ltd

Job description Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. Review relationship in case of existing clients and increase revenue through them Obtain minimum five client references from existing and new clients for business expansion. Client Servicing based on research and back office inputs Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required Resolve all customer queries Office Address Raipur CG Branch Manager - ATUL DUBEY - Mobile 9833947268 U G 51/52, SAMVET SHIKHAR BUILDING , PRESS COMPLEX RAJBANDHA MAIDAN , RAIPUR - 492 001 . India, Tel No: + | Direct: + 91771222 1549 Desired Candidate Profile Any Graduate and Experienced in Dealing Equity and Derivative Perks and Benefits Salary 02.50Lpa - 05..00Lpa + Incentive as per policy on Company payroll Interested Candidates please share your profile - pradeepjain@rathi.com

Job description Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. Review relationship in case of existing clients and increase revenue through them Obtain minimum five client references from existing and new clients for business expansion. Client Servicing based on research and back office inputs Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required Resolve all customer queries Desired Candidate Profile Any Graduate and Experienced in Dealing Equity and Derivative Perks and Benefits Salary 02.50Lpa - 05..00Lpa + Incentive as per policy on Company payroll Interested Candidates please share your profile on pradeepjain@rathi.com Office Address: Anand Rathi Share & Stock Broker Ltd. S -2, Second Floor, Sharddha House, Kingsway, , Opp. Bank Of India Nagpur - 440 001. MS , -

* Responsible for client profiling and sharing in house calls and other information to mapped clients * Responsible for increasing revenue from the Axis Burgundy and Private clients. Required Candidate profile * Min 1 year experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs 2. Punching the orders on the behalf of clients in offline trading mode proficiency & accuracy in all segments Required Candidate profile Having NISM 8 Certification is mandatory for candidates before interview Interested can contact on 7304501604 or share CV on jyoti.mehta@tradebulls.

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.

Urgent Required for - Equity Dealer || Relationship Manager || Sales Manger Location - Delhi NCR JOB RESPONSIBILITIES Business/ Operational/ Functional/ Financial Perspective • Execute the orders on behalf of clients by doing pre trade post trade confirmation. • Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. • To maintain a synergetic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business. • Responsible to ensure all activities are in adherence as per Compliance. • Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. • Responsible for reactivation of dormant clients. • Ensure growth in clientele by converting leads. • To enhance profitability of the business by ensuring cross selling of other products of the organization like mutual funds, insurance, FD, IPO, PMS etc. Experience:- 2-10 Yrs Contact :- shreya@smcindiaonline.com 8287431726

Interested Candidates may connect with their Interest Level to Ms.Zoya Shamsi +91-7965081728 ABOUT JOB OPPORTUNITY: We are looking for a talented Sales Wealth Counselor who can counsel the prospective investors over calls and is capable of generating increasing sales for the organization by selling a variety of advisory services. We believe that an effective counselor is an excellent communicator with superior interpersonal skills and finds comfort in presenting services as well as dealing with employee grievances. As a counselor, we, thus, expect from you to be an outstanding communicator with a professional yet amicable approach who contributes in the company by bringing in and locking customers while developing business. JOB TITLE: Sales Wealth Counselor EXPERIENCE: Min. 06 Months of experience in Sales TOTAL CTC: INR 3.50 LPA (In Hand) Plus VARIABLE KEY ROLES AND RESPONSIBILITIES Prospect and qualify new sales leads Sell the company's products by identifying and educating leads through calls with counseling with the right products and services. Provide potential and existing customers with exceptional support Track all sales activities in company CRM system and keep updating account information regularly Contribute to team effort by accomplishing related results as needed Achieve agreed upon individual and team sales targets and outcomes within schedule PERSON SPECIFICATION KNOWLEDGE & SKILLS Excellent English-speaking skills Comfortable in online sales Creative thinking skills Patience and ability to engage customers Good persuasive ability Ability to handle rejection and stress in soliciting customers Working knowledge of relevant computer software Excellent interpersonal and problem-solving skills Best of Luck!

Hiring!!!! Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferred candidate profile - Only from Broking , Insurance & banking Perks and benefits - Best Incentive in Industry Position: Equity Dealer/Advisor Key Job Responsibilities - 1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. 2. Review relationship incase of existing clients and increase revenue through them 3. Obtain minimum five client references from existing and new clients for business expansion 4. Client Servicing based on research and back office inputs 5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) 6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer queries Preferred candidate profile - Only from Broking Perks and benefits - Best Incentive in Industry Interested Candidates can directly come to office for walk in interviews and can also refer your friends/Colleagues as well.

Dear Candidate, Greetings From APEX SERVICES Designation- Assistant manager/Deputy manager Role- Relationship Manager/Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Branch Dealing GENERAL ROLE 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 1. Revenue Generation 2. Customer Profiling 3. Activation of inactive clients 4. Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. 5. Cross selling other products 6. Client Interaction 7. Regular Meetings with clients for maintaining relations 8. References from existing clients to acquire new clients. 9. Updating clients on market, company research reports, new IPOs, etc. 10. Proper confirmations of trades to clients on daily basis. 11. Risk Management. 12. Group discussions & up-gradation of market information, research reports General Strive towards achieving individual goals and thereby the branch and organizational goals. (LOCATION-JAMMU, PATIALA, AMRITSAR, BATHINDA, CHANDIGARH, JALANDHAR LUDHIANA, FATEHABAD/SIRSA, AMBALA, ROHTAK, HISAR) Kindly reply with an updated CV on apex.sandhyapatel@gmail.com if you are interested in the mentioned Job Role, you can also call on 8429944115.

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices. This position will consistently follow high standards of business and professional ethics and legal regulatory requirements when dealing with others and/or performing work activities. Role & responsibilities Assist financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions. Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-ups. Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers. Prepare for and coordinate marketing events which includes creating marketing compliance documentation. Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts. Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely? Help clients in enrolling/ servicing on various Ameriprise tools Preferred candidate profile Graduate in finance discipline (0- 1year experience or 1year diploma is preferred) Candidate should be comfortable working in night shifts. Excellent communication skills are mandate. Basic understanding of MS power point, MS Excel and MS Word. Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage. Ability to meet strict timelines per the agreed SLAs for advisor practices. Perks and benefits Hybrid Work Model (2days work from home/3 days work from office) Both side cabs Fixed Night Shifts For more details, please contact Anjali at 7669411991 or anjali@expertstaffingsolutions.in

Dear Candidate, Greetings From APEX SERVICES Designation- Assistant manager/Deputy manager Role- Relationship Manager/Equity Advisor CTC- upto-5.5 LPA + incentive + Other benefit Branch Dealing GENERAL ROLERole & responsibilities 1. Placing order on behalf of client 2. Advising clients with regards to their Investment in Equity 3. Client meeting, Branch visits 4. Help new client to activate their account 5. Activating Stop trader client 6. New account acquisition Kindly reply with an updated cv on apex.sandhyapatel@gmail.com if you are interested in the mentioned job role.You can also call on 8429944115

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.

Role & responsibilities Primary 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 Minimum 4+ Years of experience in Equity Dealing Salary Best in Industry. Interested candidate can share their resume at preeti.soni@hdfcsec.com Regards, Preeti Soni HR - HDFC Securities ltd

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. Preferred candidate profile Graduation is Must NISM 8 and NISM Commodity certificate is must Candidate with Technical analysis and Derivatives Certificates will have additional advantage Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Watsapp-7338112258

Job Description Designation:Retail- RM Advisor Interview: Virtual Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Designation: RM Advisor Roles and 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 engagement strategies. • Ensure timely collection of margins and market-to-market losses. Preferred Candidate Profile: • Educational Qualification:graduate degree required. • Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. • Hands-on experience in broking with a solid understanding of financial products and market trends. • Must not have any self-trading experience. • Certification: NISM Series VIII certification is mandatory. • Strong expertise in client acquisition, retention strategies, and achieving sales targets. • Prior experience in the broking industry is essential. Interested can contact asap. Best regards, Sandhya 7013962851 sandhya.kotapally@upgrad.com

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.