1239 Equity Advisory Jobs - Page 34

What are we looking for Quick Turtle is seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory. This position is crucial for acquiring and managing Ultra High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI) clients, providing expert advice on various market instruments, and driving revenue through personalized investment solutions and cross-selling. Key Responsibilities: Acquire and handle UHNI / HNI clients for the Private Client Group with a book size of Rs. 25 Lacs and above. Advise UHNI / HNI clients on Equity, Derivatives, Currency & Commodity Markets, and generate revenue from these relationships. Cross-sell Third Party Pr...

What are we looking for Quick Turtle is seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory. This position is crucial for acquiring and managing Ultra High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI) clients, providing expert advice on various market instruments, and driving revenue through personalized investment solutions and cross-selling. Key Responsibilities: Acquire and handle UHNI / HNI clients for the Private Client Group with a book size of Rs. 25 Lacs and above. Advise UHNI / HNI clients on Equity, Derivatives, Currency & Commodity Markets, and generate revenue from these relationships. Cross-sell Third Party Pr...

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 8422827224 or share CV on rahul.jani@tradebulls.in

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 ...

Equity Advisor - B2B | reputed broking firm | Kolkata | Upto 6L Role & responsibilities To manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients. Interact with mapped DIGI Partners, client engagement, revenue generation Preferred candidate profile Minimum 2 years in the broking industry with B2B experience preferred Strong understanding of equity broking, mutual funds, PMS, and investment products.

JOB DESCRIPTION Job Title: Relationship Associate / Equity Dealer Role Description: To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options Job Location : Delhi, Lucknow Role Description: 1. Advising clients with regards to their Investment in Equity and Derivative market, Place order on their behalf 2. To achieve healthy revenues without compromising on clients profitability 3. To conduct regular client meeting after market hours New client acquisition 4. To attain maximum reach of investment ideas/stock calls initiated 5. Regular interaction and meeting with branch sales team regarding new account acquisition and about mapped cl...

Experience in executing equity and F&O trades Periodical exchange reconciliations MIS working Compliance management Client communication Required Candidate profile NISM VIII series mandatory Advanced Excel mandatory Monday to Saturday 9 AM to 6 PM Perks and benefits Health Insurance PF

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...

JD For Equity Dealer We have opening for Equity Dealer, please find the JD for your kind perusal:- If interested please share your update resume with current CTC and notice period. JOB DESCRIPTION ORGANISATION - IDBI Capital Markets and Securities Limited DESIGNATION - Equity- Dealer NO. OF VACANIES - 2 EXPERIENCE RANGE - 1-2 year of exp CRITICAL EXPERIENCE Stock broking experience is mandatory & NCFM/NISM/AMFI Certification. ESSENTIAL QUALIFICATIONS Any graduate / post-graduate Commensurate with experience CANDIDATE'S PROFILE * Advising clients with regard to their Investment in Equity, Derivative & currency Market, Place orders on their behalf. * Responsible for achieving brokerage revenue...

Role & responsibilities Execute trades aligned with clients' investment strategies. Provide expert investment advice to grow portfolios and increase AUM. Cross-sell third-party products: Insurance, Mutual Funds, PMS, SIP, AIF, Bonds, FDs, Unlisted Shares, IAP. Acquire new clients and retain existing ones through strong relationship management. Preferred candidate profile Minimum 2 years of overall experience, with at least 6 months in equity dealing with broking firm. Managing HNI and UHNI clients. NISM Series VIII certification is mandatory.

Shifting / Introducing own HNI Offline Equity Clients to the Company’s Platform. 2. Generate large volumes on equity & derivative terminal from self-Introduced Clients (OFFLINE ONLY) Equity Advisory

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 ...

Roles and Responsibilities • To ensure dealing is done as per rules and regulations of authorities & all confirmations of the trade is done on daily basis. • Ability to directly build and manage client relationships. • Advice clients on products of the company & cross sell the products. • Addressing client queries, work on reactivation of the clients. • Focus on revenue generation. • NISM VIII certification is mandatory. Skills Required • Must possess experience in same industry. • Good Communication - Verbal & Non-Verbal • Self-Motivated. • Graduate

Job Specifications Role Designation: Sr. Advisor Department: PCG Company: MOFSL Function: Advisory Reporting to: Group Advisory Leader-PCG Location: Hyderabad, Bangalore Job Purpose Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment Key Deliverables 1. Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) 2. Research Reports based advisory along with client meeting and client upgradation/Client relationship. 3. Ensure adherence to equity advise delivery processes for PCG customers 4. Pass on ground customer feedback to the Senior PCG advisor 5. Support the sales team in delivering specialize...

We Have an multiple openings for South region . Pl find the Job description mentioned below - Position : Equity Dealer | Relationship Manager | Sales Manager Location : Chennai | Coimbatore | Hyderabad MEASURES OF SUCCESS/KRAS (KEY RESPONSIBILITY AREAS) 1.Execute the orders on behalf of clients by doing Pre trade post trade confirmation. 2.Responsible to achieve brokerage revenue of CTC. 3.Opening new D'mat and trading accounts of clients through self sources and through the company's leads. 4. Client Reactivation. 5. 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 ...

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 8422827224 or share CV on rahul.jani@tradebulls.in

HR Manager Monika - 9911377334 Trading on behalf of clients. investment advice to the potential and existing clients. Reactivation of dormant clients. Execute the orders on behalf of clients by doing pre trade post trade confirmation. @ 9911377334 Required Candidate profile Generate brokerage by equity/commodity, currency advisory. Hiring for leading Broking firm for entire Bihar, Chhattisgarh, Assam, Tripura, Meghalaya, Jharkhand, Sikkim. email ncrhr@outlook.com

- Managing & handling ultra high-net-worth clients portfolio. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 years of experience in equity dealing with indian broking company. - Excellent understanding of financial markets.

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Brokerage generation through advising HNI clients for Equity & Derivative portfolio. Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

Must have 1 year terminal trading experience with NISM 8/NSIM 13 certificate with age below 40 years and need to do trading and create Profits on behalf of the clients Location- Kolkata / Hyderabad / Mumbai Sales incentives

1.Responsible for New Client Acquisition (sales) 2.Building relationships & Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf 3.Responsible for achieving brokerage & Executing Trades Orders Required Candidate profile 1.Candidates should be local and experienced from any securities company. 2.NISM-8 certificate mandatory. 3.Age max 40 4.Employment gap not more than 3 months 5.CIBIL minimum 650

LOOKING FOR NISM VIII CERTIFICATION FOR THE ROLE OF EQUITY DEALER Location - Kolkata, Shillong, Dhanbad CTC Budget - 3.5 lacs -5.5 lacs Experience - 1 to 10 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 updated cv manasi.s@sbicapsec.com or contact on 7736562628

Role Overview: We are seeking an experienced and motivated Equity Dealer to join IFA Global Groups dealing desk. The ideal candidate will be responsible for executing equity trades on behalf of clients, providing market insights, and ensuring smooth trade operations in line with regulatory compliance. The role demands accuracy, speed, and a deep understanding of capital markets. Key Responsibilities: Execute client orders across cash market, F&O, and other equity products with high accuracy. Monitor markets and provide real-time updates to clients and the advisory team. Track client portfolios and suggest trade strategies in coordination with the relationship managers. Ensure adherence to in...

Urgent hiring for Equity Advisors/dealers Manage and execute equity trades on behalf of clients Develop and maintain relationships with clients, understanding their investment needs Provide market insights and investment advice Suvarna - 9502739374 Required Candidate profile Mandatory to have NISM Series 8 certification Person Should have min 2 years of Exp in Broking Industry In depth Knowledge about trading in Derivatives Have a strong & disciplined approach to Sales

Advising clients on commodities and currency products, executing orders post consent, generating brokerage, sharing research calls, encouraging trades, activating clients for Commodities, and managing key client relationships.