1238 Equity Advisory Jobs - Page 22

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients 6) Constant efforts on direct databases for activation reactivation retention of clients 7) Wealth Management, Knowledge of Investments products - Mutual Funds, PMS, Corpo...

Department: Equity Broking Group Location: Mumbai Position / Function: Business Development Level : As per fitment Qualification: Graduate or Post graduate Experience: Minimum 2 years Job Profile: candidate will be primarily responsible for: Acquiring clients interested in opening Equity Trading and Demat Account. Coordinating with Equity Dealers to advise clients on equity market trends and execute trades. Ensuring seamless account opening and making sure that the acquired Client is serviced effectively by the Dealer. Ensuring effective servicing of the client so that the client generates large volumes. Operating as an individual contributor Essential: Strong understanding of the Capital Ma...

1. Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business. 2. Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments. 3. Provide tailored investment advisory services across equities, derivatives, mutual funds, insurance, PMS, and other financial products. 4. Identify client needs, risk appetite, and financial goals to design appropriate investment strategies. 5. Achieve revenue and AUM (Assets Under Management) targets through cross-selling and upselling opportunities. 6. Conduct periodic portfolio reviews and ensure clients are updated on market trends, performance, and recommenda...

Equity dealer PRIMARY JOB RESPONSIBILITIES Key Responsibilities Equity Dealing and Order Execution: Execute equity and derivatives trades accurately on behalf of clients within regulatory guidelines. Ensure timely and error-free order placement through trading platforms. Monitor real-time market trends and provide updates to clients for informed decision-making. Client Relationship Management: Build and maintain strong relationships with retail and high-net-worth (HNI) clients. Understand clients investment goals, risk appetite, and financial needs to provide personalized trading solutions. Handle client queries regarding portfolio performance, account statements, and trading strategies. Adv...

Role & responsibilities Direct 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 Assest 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 ...

Job Role: Outbound Sales Executive Mutual Fund Process Location: Dhokali Naka, Thane, Maharashtra 400607 Shift Timings: 9:30 AM to 6:30 PM Salary: 18,000 22,000 (In-hand) + Incentives Transport: Centralized pick-up & drop from Thane Station Job Description: We are hiring dynamic individuals for the Outbound Mutual Fund Process at Motilal Oswal. This is a great opportunity for candidates looking to grow in the financial services sector. Key Responsibilities: Conduct outbound calls to potential and existing clients Promote mutual fund products and services Explain product features and benefits clearly and professionally Achieve daily and monthly sales targets Maintain client data and call reco...

Urgently need Branch Manager, Equity Dealer, RM and BSE - (back office & sales profile) in stock market Location -Coimbatore For Equity dealer, BSE and RM ,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 Dealer , Sale purchase on behalf of client - For RM - acquire clients and SIP Contact QRN on 9869504403

Job Specifications Role Designation: Area Manager Department: Sales Function: Leadership / Sales Company: MOFSL Reporting to: Cluster Manager Location: Pune, Mumbai Key Deliverables Achieve given AUM and Revenue targets Maintain relationships with the existing network of IFAs Recruit potential new IFAs Manage, recruit and drive the sales team for meeting efforts and performance targets. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training. Build up team as per defined organization structure Role Requirements Educational Qualifications: Post Graduate Experience: 3+ Years in sales of investment products through IFA channel. Team handling ...

Position : Sales Trader / Equity Advisor Location : Bhubaneswar & Ranchi Qualification : Graduate/MBA/ PGDM Expertise : Hands on experience in managing HNI Clients. Requirement : Knowledge of Equity market trading & experience in cross-selling of TPP products Budget : As per industry standards

Position : Sales Trader / PCG Advisor Location : Kolkata Qualification : Graduate/MBA/ PGDM Expertise : Hands on experience in managing HNI & PCG Clients. Requirement : Knowledge of Equity market trading & experience in cross-selling of TPP products Budget : As per industry standards

RM Dealers Please find below JD: Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for Handling HNI Clients. Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for ...

Job Description To Generate Broking Revenue, Cross Sell third-party products such as Mutual Funds, PMS and AIF, generate interest income, acquiring new clients and reactivating old dormant clients, client servicing. Direct Responsibilities: The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross-selling third-party products and also inhouse products launched by Company from time to time Servicing to existing/newly acquired clients ,One segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure the highest level of service to customers in terms of advisory and also operational issues and give timely solutions for ...

Job Role: Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior...

Dear Candidate, About SMC SMC Group, founded in 1990, is India's leading share and stock broker, provides a wide range of financial services and investment solutions. A blend of extensive experience, diverse talent and client focus has made us the best Currency broking house in India. We are also amongst the first financial firms in India to expand operations in the lucrative gulf market, by acquiring license for broking and clearing member with Dubai Gold and Commodities Exchange (DGCX). Website: http://www.smcindiaonline.com Relationship Manager - Dealing JOB RESPONSIBILITIES Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existin...

Role & responsibilities Client Relationship Management: Develop and maintain strong relationships with clients, ensuring their needs are met and expectations exceeded. Sales: Actively engage in Equity, MF, SIP, Insurance & Bonds sales activities, identifying potential clients and opportunities to expand the client base. Portfolio Management: Manage client portfolios, conducting regular reviews and performance evaluations to align with financial goals. Market Analysis: Provide expert advice on market trends, investment opportunities, and risk management strategies. Business Development: Identify and pursue new business opportunities within the equity market, including cross-selling third-part...

Contact Anitha @ 9869504403 / qrn.anitha@gmail.com Location: Bangalore, Chennai & Hubli Equity Dealer and Sales profile. Experience : 1 to 5 yrs in broking, also keen in 3rd party sales after market hours. ctc 20k to 35k Required Candidate profile To book orders on behalf of clients Required Candidate profile Good communication Knows local language NISM -8 mandatory

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 ...

Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.

Responsibilities: Manage client portfolios through equity advisory services Execute trades on stock exchanges via equity brokerage Monitor market trends for investment opportunities Sales incentives Annual bonus Performance bonus

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. Inter...

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. Inter...

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 -...

*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 with any Indian Broking Company *** (On Job Experience with Indian Broking Company)***

Greetings from MGB Advisors! MGB is a multidisciplinary full-service firm that caters to the needs of global organizations in the VUCA business environment. We are committed to providing solutions to our clients while maintaining a professional culture and offering personalized service. Our approach emphasizes building strong relationships and partnerships with clients, allowing them to concentrate on their core business activities. As one of the fastest-growing Business Advisory firms in India, we blend modern and traditional business values. Our workforce is characterized by a youthful average age of less than 32 years, complemented by the extensive experience of our partners and senior ma...

Greetings from "APEX SERVICES" Designation- Assistant manager Role- Equity Dealer CTC- upto-5 LPA + incentive + other benefit ROLES & RESPONSIBILITIES: 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 o Client Interaction o Regular Meetings with clients for maintaining relations o References from existing clients to acquire new clients o Updating clients on market, companys research reports, new IPOs, etc o Proper confirmations of trades to clients on daily basis. o Risk Management. o Group discussions & up-gradation of market information, resear...