1239 Equity Advisory Jobs - Page 31

Responsible for Branch performance & managing the assigned area/territory/city Manage the Branch Dealing team & oversee the operational and administrative issues Revenue generation, customer acquisition & Retention Recruitment, Training & Development Required Candidate profile Should have 1 Year experience as a Branch Manager with any Indian Broking company

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 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 and trades done during t...

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 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 and trades done during t...

Aditya Birla Money is Hiring !! Location - Chennai CTC - 3Lakhs to 7 Lakhs (Additional Incentives) No Of Opening - 10 Role - Equity Advisory Cum RM Experience : Must have relevant experience in equity dealing and client relationship management Client Base : Should have an existing client base or should be willing and capable of selling third-party products Qualification : Undergraduate candidates can be considered Certification : NISM Series VIII (Equity Derivatives) certification is mandatory Interested candidates can come for interview on Friday - Meet Padmanabhan

Hiring for Investment Advisor and cross sales 5 Days Working * Graduation mandatory. * NISM VA/VB OR XA/XB Certificates are required * Preferred background in BFSI Sales * Experience in BPO or financial services. * Day shift HR Arti 9522754537 Required Candidate profile Excellent communication is required graduate is mandatory NISM certificate is required

Greetings from SBI CAP SECURITIES..!!!! We have Opening of Equity Dealer in our organization Location - Jaipur. Jodhpur, Kota CTC Budget - As per Company standard Qualification - Graduation with NISM8 Certification Age - 39 years Experience 1 to 4 years *Job Description* Communicating Intra-day Trading Calls And Investing Customers Individually Operate NSE/BSE Terminals Ability To Advise The Clients From Time To Time Based On The Research Advices. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation Interested candidate can share their cv at Monika.Singh4@sbicapsec.com or contact 7470303706

You'll be responsible for generating brokerage primarily by advising clients on their equity portfolio for long-term investments as well as positional trading ideas in stocks for short/medium-term.

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.

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 oftrading account of clients, assisting new entrantsin 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 an...

CTC RANGE-6 LPA to 40LPA PCG AdvisorWe are looking for experienced professionals for the Advisor / Team Lead PCG role to manage and grow our Private Client Group (PCG) business. The ideal candidate should have strong expertise in trading, order punching, and handling HNI/UHNI clients, with a proven track record in client acquisition and servicing. Key Responsibilities: Execute trades and perform order punching across asset classes including derivatives, options, and cash market. Manage and service a portfolio of High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Drive client acquisition and maintain strong long-term relationships. Cross-sell financial products after completing 2 y...

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 oftrading account of clients, assisting new entrantsin 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 an...

Immediate and Urgent Hiring Relationship Manager (Equity & Derivatives) Job Location: Thane Roles and Responsibilities : 1.Advise clients on investments in Equity and Derivatives markets and execute orders on their behalf. 2.Build and maintain strong client relationships while educating them about various investment opportunities. 3.Manage a pre-assigned set of existing customers and ensure high levels of client satisfaction. 4.Promote and cross-sell financial products including Mutual Funds, Insurance, SIPs, PMS, etc. Desired Candidate Profile: 1. Should be NISM VIII, NISM V A & IRDA certified . 2. Any Graduate with minimum 3 Years of Broking / Dealing experience 3. Good knowledge of Equity...

Job description Tech Mahindra is hiring for Telesales adviser at Airoli Location Designation: Sales Executive Roles & Responsibility: Sell mutual funds to customer & work as advisors Identify and assess customer's needs to achieve satisfaction Build sustainable relationships and trust with customer accounts through open and interactive communication. Key skills required: Excellent English communications skills Ability to listen and active problem-solving skills. Good interpersonal skills Required Candidate profile: Education & Experience: Any Graduate & Experienced candidates (minimum 6 months on paper) Salary: In hand 20.7k to In hand 44.2k (Salary is totally depending upon NISM certificati...

Mega Walk In Drive:- 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. Preferre...

Role & responsibilities Acquire new clients through leads, referrals, cold calling, and networking. Provide investment advice based on client risk profiles and financial goals Execute trades in equity, derivatives, mutual funds, and other financial instruments Achieve business targets related to client acquisition, revenue, and product cross-selling Update clients with daily market insights, investment ideas, and research recommendations Build and maintain strong client relationships and offer excellent customer service Maintain and update records of trades and client interactions Communicate real-time market updates to clients and advise them on trade decisions Execute buy/sell orders for e...

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 Job Description: Roles and Responsibilities 1. Communicating trading calls and investing Ideas to customers. 2. Thorough knowledge of all exchange rules, regulations and compliances. 3. Ability to advise the clients from time to time based on the research calls. 4. Generating brokerage and volume. 5. To Trade on behalf of clients, keeping them informed about rates, research information and market outlook, order & trade details and confirmations. 6. Identify new streams for revenue and maintain cordial relationship with existing clients. 7. Developing relationship with Clients and generating leads through references. 8. Achieve laid down target W.r.t Revenue Generation and Cli...

Place orders on behalf of clients Providing advisory services AUM product penetration Cross selling of third party investment products after market Generate Revenue Achieve sales targets Required Candidate profile Office Timing: Monday to Friday 8.30 to 5.30 pm Sat - 10 am to 2 pm Saturday 2nd and 4th off

You'll be responsible for generating brokerage primarily by advising clients on their equity portfolio for long-term investments as well as positional trading ideas in stocks for short/medium-term.

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.

Dear candidate, Urgent opening for Broking firm. Exp - 3 yrs min CTC : Upto 6-25 LPA Location : Mumbai Advisor PCG Candidate should have experience into Trading and Order Punching Candidate should have exp handling the HNI and UHNI Clients Candidate should have exp of client acquisition and client servicing Candidate will have target of cross selling post completion of 2 yrs in MO Candidate should have knowledge of derivatives , options, cash and trading. Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

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

Role & responsibilities : 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 and Insurance on as per assigned targets. Key Deliverables: 1. Ensure timely advice to customers for Equity and Derivative markets 2. Portfolio Review to be done monthly with clients for deepening the Client relationship. 3. Ensure adherence to Compliance process for advice given 4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP. 5. Daily meetings to be done with existing clients and new prospects for business. Preferre...

Role: RM Advisor Activate trading accounts for clients and guide new entrants in understanding the equity market Cross-sell investment products, Insurance (MF), PMS, SIP Equity trades for client trades online or by placing orders on their behalf. Required Candidate profile Qualification: Any graduate with NISM 8 mandatory • Experience: Min 2 yrs of exp • Strong expertise in client acquisition, retention strategies, and achieving sales Ruhi 9113961458