1239 Equity Advisory Jobs - Page 36

The Equity Advisor Is Primarily Responsible For Acquiring Large Trader Clients with high margin Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities Ensuring efficient and prompt management of orders based on customer request Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch Day to day approvals w r t to limits, commercials Shifting offline customers to online The critical skill sets required to meet these challenges are strong understanding of equity markets, basic underst...

The Equity Advisor Is Primarily Responsible For Acquiring Large Trader Clients with high margin Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities Ensuring efficient and prompt management of orders based on customer request Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch Day to day approvals w r t to limits, commercials Shifting offline customers to online The critical skill sets required to meet these challenges are strong understanding of equity markets, basic underst...

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

Role & responsibilities Handle High Net worth Customers Activation and Revenue Generation Cross selling: Mutual Funds, PMS, NCDs, Corporate Bonds & Other Investing Products to high Net worth Customers New Client Acquisition Building of MTF Book. Preferred candidate profile NISM VIII, NISM V, Currency certification are mandatory Prior experience of working in a similar set up preferred. Should be willing to work in a target driven role & should be a go getter.

Company Name :- SMC Global Securities Limited Job Role:- Relationship Manager - Dealer Location:- Ahmedabad, Rajkot & Pune Job Responsibilities:- Business/ Operational/ Functional/ Financial Perspective: - Execute the orders on behalf of clients by doing pre trade post trade confirmation. - 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. - To maintain a synergetic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business. - Responsible to ensure all activities are in adherence as per Compliance. - Responsible to generate brokerage...

Hiring for Financial Advisor Skills - Finance, Share market, Insurance, Annuity Min 4 Years of Exp Salary up to 55k In hand Loc - Gurgaon/Noida Contact 7982741785 ( Kiranpreet Kaur ) Email- kpreetimaginators@gmail.com

Private Client Group - Equity Advisor Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Equity Advisor (PCG) Roles and Responsibilities: Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client me...

Retail- RM - Equity Advisor Location: Chennai, Bangalore, Kolkata, Mumbai & Delhi Designation: RM Advisor Roles and Responsibilities: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients ...

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs, 2. Team handling Interested can contact on 8422827225 or share CV on shweta.rajput@tradebulls.in

Client Management: Handle high-net-worth clients by addressing their investment needs and offering personalized trading solutions. Activation and Revenue Generation: Activate new client accounts and drive revenue growth through strategic trading activities. Cross-Selling: Promote and sell additional investment products, including Mutual Funds, Portfolio Management Services (PMS), Non-Convertible Debentures (NCDs), Corporate Bonds, and other financial products. New Client Acquisition: Identify and acquire new clients to expand the client base and increase market share. Building MTF Book: Develop and manage a portfolio of Margin Trading Facility (MTF) accounts to support business expansion.

* Responsible for client profiling and sharing in house calls and other information to mapped clients * Responsible for increasing revenue from the Axis Burgundy and Private clients. Required Candidate profile * Min 1 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***

Urgent Opening For Equity Dealer - Ahmedabad, Rajkot, Ahmednagar, Parbhani, Surat, Nagpur Amravati, Goa, Aurangabad, Baroda Please find below Job description for the Relationship Manager Dealing role - JD Relationship Manager- Dealing:- As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network ...

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 - Sales JOB RESPONSIBILITIES Responsible for meeting the targets of Online/Offline Demat and Trading account in various segments. Business/ Operat...

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 Experience in Share Market Live Trading is a Must

Title: Relationship Manager Dealing Job Description: Inviting dynamic and experienced relationship managers to be part of our team at Religare Broking ltd. • We are looking for an experienced Relationship Manager, who is passionate about enhancing our customer experience and dedicated to fostering a positive customer experience. • If you are an empathetic individual, willing to put yourself in our customer’s shoes, and passionate about solving their issues for the best possible experience, you’re the perfect match for us. • We provide a competitive compensation package, including perks and opportunities for career advancement. • We are committed to diversity and equal opportunities and encou...

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer/HNI Dealer CTC- Upto 5.5 LPA + Incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: 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 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 7991515067

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance Kolkata/Hyderabad/Chennai Required Candidate profile The individual is required to provide advisory services to High Networth Individuals (HNI) and Ultra HNI clients in Equity, Derivatives, and Currency Markets.

- 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 - Candidate Preferred from Western Line / Mumbai Suburbs - Freshers can apply

JOB DESCRIPTION JOB PROFILE : Relationship Manager Dealing JOB RESPONSIBILITIES : Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients. Execute the orders on behalf of clients by doing pre trade post trade confirmation. 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. To maintain a synergetic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business. Responsible to ensure all activities are in adherence as per Co...

JOB DESCRIPTION JOB PROFILE : Relationship Manager Dealing JOB RESPONSIBILITIES : Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients. Execute the orders on behalf of clients by doing pre trade post trade confirmation. 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. To maintain a synergetic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business. Responsible to ensure all activities are in adherence as per Co...

Job Description Position / Job Title Relationship Manager- Equities Designation Officer/ Executive/ Assistant Manager/DM/Manager/Senior Manager Department Branch Dealing Sub Department Branch Dealing Reporting To (title) Branch Manager Superiors Superior (title) Cluster Head/ State Head Location Date Job Purpose To render financial services to customers to generate revenue through brokerage and third party products. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products Equity/ Currency/ DYSIP/ TPP and any other new product launched. 3CustomersActivation of customers, s...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager/Equity Dealer/HNI Dealer CTC- upto-5 LPA + incentive + Other benefit ROLES & RESPONSIBILITIES: 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 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with an updated CV on apex.asmita@gmail.com if you are interested in the mentioned Job Role. you can also call on 7052551753...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager/Equity Dealer/HNI Dealer CTC- upto-6 LPA + incentive + Other benefit ROLES & RESPONSIBILITIES: 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 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with an updated CV on apex.darshil@gmail.com if you are interested in the mentioned Job Role. you can also call on 812785441...

Dear Candidate, Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: 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 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.unnati@gmail.com if you are interested for the mentioned Job Role. you can call also on 9506943818

Job Title: Equity Dealer and Relationship Manager Job Summary: We are seeking a dynamic and client-oriented Equity Dealer and Relationship Manager to join our growing team. The ideal candidate will be responsible for executing trades, managing client relationships, and ensuring all activities are in strict compliance with regulatory standards. This dual role requires a basic understanding of the equity markets, exceptional communication skills, and a commitment to providing outstanding service to our clients. Key Responsibilities: Trade Execution: Accurately and efficiently execute buy and sell orders for clients in equities, derivatives, and other financial products on behalf of the firm. C...