1239 Equity Advisory Jobs - Page 32

Role: PCG Advisor New client acquisition for Broking, Investment products – PMS/MF/FD & Insurance Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets Handling clients with a book size of 25 lacs & above, & revenue genrate Required Candidate profile Qualification: Graduate, with NISM 8 EXP: Min 2 yrs With Knowledge of Equity, Derivatives, commodities, with HNI UHNI client handling & Acquisition Can contact Ruhi @ 9113961458

Trade Execution: Accurately & efficiently execute buy & sell orders for clients in equities, derivatives Build & maintain long-term, trusting relationships with clients All trading activities adhere to SEBI regulations & internal compliance policies Required Candidate profile Graduate with 2-3 yrs experience in Stock Broking co as a Relationship manager/ Equity Dealer NISM Mandatory Strong analytical and problem-solving abilities. info.aspiringmantra@gmail.com

Trade Execution: Accurately & efficiently execute buy & sell orders for clients in equities, derivatives Build & maintain long-term, trusting relationships with clients All trading activities adhere to SEBI regulations & internal compliance policies Required Candidate profile Graduate with 2-3 yrs experience in Stock Broking co as a Relationship manager/ Equity Dealer NISM Mandatory Strong analytical and problem-solving abilities. info.aspiringmantra@gmail.com

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 Client Activation. ...

Job Title: Stock Trader Key Responsibilities: Execute buy/sell orders across various financial instruments Analyze market trends, charts and economic indicators to make informed trading decisions. INTERESTED CANDIDATE SHARE CV ON 9904863300.

Position Summary: We are seeking a highly motivated and customer-focused Chat Agent to join our dynamic team. The ideal candidate will be responsible for providing accurate, timely, and professional support to our clients regarding their securities business queries via live chat. This role requires a strong understanding of stock market operations, investment products, and excellent communication skills to assist clients with their trading and investment-related inquiries. Key Responsibilities: Live Chat Support: Respond promptly and efficiently to a high volume of inbound customer chat inquiries related to stock market activities, trading platforms, and investment products. Query Resolution...

Sr. Team Manager / Team Leader Responsible For Heading and Running Team. Handling a team of RM, Sales Manager, Team leads, and Equity Dealer. Strategizing and promoting business development initiatives in the region. Responsible for managing and developing new branches across Gujarat region. Assisting clients with regards to their Investments in Equity, commodity, currency & other 3rd party products including MF and Insurance. Ensuring Cross Selling Of All Products (equities, Derivatives, Mf Sales And IPO Sales Etc) To Existing Clients. Co-ordinate with Regional heads & cluster Managers for management discussion. Building relationships with the client & educating them about Investments if re...

Dear Candidate, Greetings From"APEX SERVICES" Role- Assistant Area Manager /Area Manager CTC- up to-8 LPA+ incentive + Other benefit Key Responsibilities: Business Growth & Revenue Generation: Drive team-level sales and profitability across financial products including broking, mutual funds, life & health insurance, cards, and loans. Team Management: Lead, mentor, and grow a team of part-time salaried Financial Product Distributors (on vendor payroll). Ensure their training, productivity, and performance are aligned with company goals. Customer Acquisition & Retention: Expand UHNI and corporate customer base. Foster local area programs, referral models, and client retention strategies. Opera...

Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + Location - Gurgaon 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 posses...

1. Execute Trades on the Trading Terminal. 2. Generating revenue by acquiring Clients from open market. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. 5. Punch in Orders (Buy/Sell) Required Candidate profile > Must be a Graduate and *NISM certified* > min 2 yrs exp in dealing > knowledge about trading software. > must have their own client base. > Job Location: Basappa-Jayanagar-Malleshwaram-Indiranagar Perks and benefits Incentives as per industry norms

The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goal are achieved as per projections for the financial year - To take initiatives in new business as given by the organisation. Health insurance Provident fund Annual bonus

Job Position: Equity Advisor Locations: Chennai, Coimbatore, Bangalore, Hyderabad Job Purpose: To acquire Large trader clients, trade (buy, hold or sell) various equity, currency and commodity products on stock exchanges, disseminate the research calls to customers and sell/ advise for Broking, structured products as well as third party products eg. -Mutual Funds, Loans, Health insurance, Life Insurance etc. in order to generate business revenue & brokerage. The Equity Advisor is primarily responsible for: 1. Acquiring Large Trader Clients with high margin. 2. Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities. 3. Ensuring efficient and prompt management of o...

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 Existin...

Commodity/Equity Role Involved advising/dealing trading cross selling involved. Strong knowledge of capital market.Advising Ultra HNI clients on equity, derivatives, currency & commodity market. Managing large customer with book size of 25lac & above Required Candidate profile Advising & Dealing Exp- on equity, derivatives commoditY Client Handling Experience/Acquisition – HNI/UHNI/Large Client Financial product knowledge/Third party product PMS, IAP, Insurance, PE, MF AIF

Strong knowledge of equity markets, investment strategies, and financial modelling. Expertise in portfolio management, risk analysis, and asset allocation. Proficiency in Bloomberg, Reuters, and other market research tools. Regards HR 9289321004 Required Candidate profile experience in equity markets, broking, or investment management. strong experience with equity sales , B2b Sales, Portfolio & Investment Management, Regulatory & Compliance

Role & responsibilities To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options Responsible for new client acquisition To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have a clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends, and current affairs attend...

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...

JOB DESCRIPTION Business Development - Retail Department 2016 JOB PROFILE Branch Manager Reporting to Department Regional Manager/ Zonal Head Business Development - Retail JOB RESPONSIBILITIES Responsible for maximizing revenue generation (Net of Default) by achieving sales target assigned to him thus ensuring profitability of Equity business in his/her branch. To look after overall management of the branch & ensures maximization of business through market expansion & by increasing client base/market share in Equity. Business/ Operational/ Functional/ Financial Perspective Setting Team revenue Targets for the Team. Checking the status of Client-Cash limits and Stock Limits. Self analyzing th...

Trading on behalf of the clients, Placing Order on terminal. * Responsible for Cross sell LI/ GI/ MF etc. * Building relationships with clients & educating them about Investments * Client meetings and bank branch visits. Required Candidate profile Required Candidate profile * Must be graduate in any. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must NISM 8 certification. * Good Communication Skill

Commodity/Equity Role Involved advising & dealing trading cross selling involved. Strong knowledge of capital market. Revenue generation in broking PMS, AIF, Insurance, MF Agency channel SME INSURANCE mail to info@servingskill.com/whatspp 9819832570 Required Candidate profile Advising & Dealing Exp- on equity, derivatives commoditY Client Handling Experience/Acquisition – HNI/UHNI/Large Client Financial product knowledge/Third party product PMS, IAP, Insurance, PE, MF AIF

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.in

- Training existing clients regarding the features & functions of software - Troubleshoot and resolve client issues - Ensuring customer satisfaction by providing expert support to users - Opportunity to learn about technical analysis of stockmarket Required Candidate profile - Excellent Communication & Presentation Skills - Knowledge regarding sharemarket would be an added advantage - Languages Known : English, Tamil & Hindi - Freshers can apply

Role & 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. To keep abreast with market knowledge and market intelligence 3. Responsible to ensure all activities are in adherence as per Compliance & Risk. 4. Develop and maintain long term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business Required Candidate profile 1. Graduate/Post Graduate with minimum 1-2yrs experience in Equities on the clients advisory side. 2. Should have sound understanding of cap...

Dear Candidate. Greeting from Axis!! We have opening for Equity Dealer. Job Description as below: Location: Ernakulam Roles & Responsibilities: Advise the clients on their Investments and provide information about current market trends. Responsible for maintaining a healthy longtime relationship with the clients. Handling their Portfolios & generating brokerage. Responsible for executing the trade on behalf of the client & maintaining regular relations. Cross selling of other equity financial products such a MF & PMS Skills & Knowledge: Graduate from any stream NISM VIII, NISM V, and Currency certification are mandatory Prior experience working in a similar setup preferred Willingness to wor...

1. Execute Trades on the Trading Terminal. 2. Generating revenue by acquiring Clients from open market. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. 5. Punch in Orders (Buy/Sell) Required Candidate profile > Must be a Graduate and *NISM certified* mandate. > min 2 yrs experience in broking industry. > knowledge about relevant software. > must have their own client base.