1239 Equity Advisory Jobs - Page 29

Designation: Team Leader/ Vertical Manager Lead and manage a team of Equity advisory & dealing professionals Execute trades behalf of clients, aligning with their investment strategies & preferences, and acquire new clients, promote & cross-sell TPP Required Candidate profile Qualification: Graduation Overall exp: 8-9 years, with 3yrs in team leadership investment products, including Insurance, MF, PMS, SIP, AIF, Bonds,FD Shares, IAP Rui 9113961458 hr@2srinnovations.com

Designation: Equity Advisor • Execute trades on behalf of clients, • Management AUM and cross-sell third-party investment products,MF, PMS, SIP, AIF, Bonds, FD Shares, • Acquire new clients, advisory • Conduct client meetings, provide investment Required Candidate profile Qualification Graduation, Certification NISM Series VIII Experience 2 yrs. Broking Industry must Proven track record in managing HNI & UHNI clients, Acquisition, 9113961458 hr@2srinnovations.com

Job Profile : • Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers • Sources new bank customers through external individual efforts and acquisition channel • Ensures high levels of customer service orientation and application of bank policy • Cross sells bank products to existing set of Customers • Informs customers of new products or product enhancements to further expand the banking relationship • Plans and conducts special sales initiatives and events for prospective and existing clients • Coordinates with other group companies to provide seamless access to other products • Maintains complete relationship recor...

Roles and Responsibility Develop and implement effective equity trading strategies to achieve business objectives. Provide expert advice on equity markets and products to clients. Build and maintain strong relationships with clients and stakeholders. Conduct thorough research and analysis of equity markets and trends. Identify new business opportunities and expand existing client relationships. Stay up-to-date with regulatory changes and industry developments. Job Requirements Strong knowledge of equity markets, products, and regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving ski...

You will be responsible for overseeing the performance and operations of multiple branches within the Bangalore region. This includes direct management of Branch Heads, as well as the PCG Sales and Sales Trader teams.

Relationship Manager/Senior Relationship Manager - GIFT CITY AHMEDABAD Experience required : 5 Years + Job Description : Execution of trade orders on behalf of clients. Building relationships with clients & educating them about Investments. Specialized Activities: Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal. Advising to client as per our research and sell any other products listed on IFSC Ready to learn new products and processes Minimum of 3 years of relevant experience in dealing (operating terminal OWS/TWS) as RM Required Criteria: 1. Graduation (preferably in finance specialization). 2. NISM 8 certification (Equity & derivatives) 3. Stock Market knowle...

RM / Sr. RM Location: - Multiple Responsibilities: * Manage client portfolios through equity broking & advisory services * Execute trades on stock exchange platforms * Acquire new HNIs through sales strategies * Promote mutual funds & PMS offerings Sales incentives

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

Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 LPA, monthly incentive

Increase client base, revenue and market share Increase base of UHNI, Large Self Trader clients and corporate customers Ensuring Dealer Productivity Manage relationships across set of clients Profitability from Cross Sell ABC’s Investment Products Required Candidate profile Job Location - Rajkot, Ahmedabad, Surat, Vadodara Experience in Equity Broking industry, selling financial services products, product knowledge, people management skills, Team Management skills

Increase client base, revenue and market share Increase base of UHNI, Large Self Trader clients and corporate customers Ensuring Dealer Productivity Manage relationships across set of clients Profitability from Cross Sell ABC’s Investment Products Required Candidate profile Job Location - Pune, Nashik, Aurangabad Experience in Equity Broking industry, selling financial services products, product knowledge, people management skills, Team Management skills

Increase client base, revenue and market share Increase base of UHNI, Large Self Trader clients and corporate customers Ensuring Dealer Productivity Manage relationships across set of clients Profitability from Cross Sell ABC’s Investment Products Required Candidate profile Job Location - Bangalore, Hubli, Mangalore Experience in Equity Broking industry, selling financial services products, product knowledge, people management skills, Team Management skills

Increase client base, revenue and market share Increase base of UHNI, Large Self Trader clients and corporate customers Ensuring Dealer Productivity Manage relationships across set of clients Profitability from Cross Sell ABC’s Investment Products Required Candidate profile Job Location - Chennai, Hyderabad, Bangalore, Kochin Experience in Equity Broking industry, selling financial services products, product knowledge, people management skills

Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 L, monthly incentive, Medi, Insurance

Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 L, monthly incentive, Medi, Insurance

Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 L, monthly incentive, Medi, Insurance

Advising clients on Investment in Equity & Derivative Market, To place orders on client behalf. Building client relationships & educating clients on Investments. Responsible for achieving brokerage. New Client Acquisition Required Candidate profile Passion & knowledge of Equity Market & Dealing Managing Equity Brokerage & Client Acquisition NISM 8 If interested apply here or share resume on vaishnavi@sketchhr.com, May refer to your friends. Perks and benefits CTC upto 6.5 L, monthly incentive, Medi, Insurance

Managing HNI desk, ensuring client satisfaction, retention, growth of HNI portfolio. Acquire new PCG/HNI clients, Ensure smooth transition to dealing team Building new relationships, increasing depth in existing relationships Cross Sell of MF, SIPs. Required Candidate profile Good knowledge of equity markets, trading platforms & financial instruments. Business updates, new clients, brokerages & revenues Good communication and interpersonal skills. High attention to detail Perks and benefits Plus Incentive & other benefits

No Sales Target Job Description: Required Candidate profile Experience in executing equity and F&O trades Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Manage and execute equity & derivative trades on behalf of clients Tracking Clients Positions, Portfolio actively Develop and maintain relationships with clients, understanding their investment needs Service support to clients Back Office Management Education: NISM Series 8 certification Bachelor's Degree Experience: 2+ years of Exp in Broking Industry

We are seeking a highly experienced Equity Dealer to join our team. The candidate will have a strong understanding of financial markets and a proven track record of successful trading. As an Equity Dealer, you will be responsible for executing trades Required Candidate profile Mandatory: Valid NISM-8 & 5 Certification , 2 years of experience as an Equity Dealer/Advisor is must Strong understanding of the equity market, trading strategies, and investment products.

The Equity Dealer is responsible for executing trades on behalf of clients via terminals, providing investment advice. The role involves client servicing, relationship management, and cross-selling mutual funds/PMS/IPOs.( NO Insurance ) 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 ***

-Execute buy/sell orders for clients -Track market trends & provide insights -Assist clients in portfolio decisions -Ensure trade accuracy & compliance -Maintain proper trade records -Stay updated with the trading rule -Monitor stock market trends Required Candidate profile -Graduate, NISM 8 certified -1–3 years’ equity broking/trading experience -Strong knowledge of stock markets & trading platforms -Good communication & analytical skills -Quick learner, detail-oriented

Greetings from "APEX SERVICES" Designation- Assistant manager Role- Equity Dealer CTC- upto-5 LPA + incentive + other benefit ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients 2) Building relationships with clients 3) 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 1year experience in Equities. Kindly reply with updated CV on apex.shachil@gmail.com if you are interested for the mentioned Job Role. you can call also on 8176899035

Dear Candidate, Greetings From"APEX SERVICES" Role- Call & Trade CTC- up to- 4.5 lpa + incentive + Other benefit ROLES & RESPONSIBILITIES: -- 1. Responsible for handling inbound & outbound calls. 2 . Responsible for resolving the queries of investment products. 3. Identify customers needs on every requirement with quick response time. 4. Handle the complaints and enquiries of customers. 5. Trade behalf of client Kindly reply with an updated CV on apex.darshil@gmail.com if you are interested in the mentioned Job Role. you can call also on 8127854413

Dear Candidate, Greetings From"APEX SERVICES" Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit ROLES & RESPONSIBILITIES: 1) Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2) 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. 3) To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. 4) To keep abreast with the market knowledge and market intelligence. Responsible ...