1239 Equity Advisory Jobs - Page 42

Be the subject matter expert on Equity Investing Review advise clients on their equity portfolio and structuring / restructuring as required based on inhouse research or PMS recommendations for NDPMS clients Structure and design portfolios after analyzing fundamentals of companies across sectors and market Cap Contribute towards investment committee ideas Coordinate with research team for advice/review of portfolio for top customers on regular basis. Target clientele Family Offices, Super HNIs and High Frequency Traders Share research recommendations, macro-economic outlook and views on equity markets and different sectors with clients Educational Qualification: CA or CFA/pursuing CFA or MBA...

Execute client trades, offer expert investment advice, and drive AUM growth. Promote third-party products (MFs, Insurance, Bonds, etc.), acquire new clients, and maintain strong relationships through regular portfolio reviews and strategic guidance.

Equity manager required for a MNC broking company Qualification- Graduation is mandatory Exp- min 4 yrs salary- upto 10 lacs Location- Rohtak, Hissar, Ambala NISM Series – VIII (Equity derivatives) is mandatory

PCG Sales Trader Key responsibilities and accountabilities 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 investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on clients profitability To have 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 To assist in new client acquisition, building new relationships and increasing depth in ...

Hiring!!!! 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. Preferred candidat...

Hiring!!!! 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. Preferred candidat...

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer/HNI 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.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 7991515067

Globe Capital is hiring for AVP / Branch Manager / Team Manager / Sales Manager / Wealth Manager / Relationship Manager - Equity Sales. Industry : Broking Functional Area : Financial Services Salary : No Bar for the right Job Description:- Relationship Manager / Wealth Manager - Equity Sales Maintaining the relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Generate revenues and AUM for the company as per the expectation. To ensure to reach the revenue target. Acquiring new and prospective customers ...

- Acquiring HNI clients (Affluent & Super Affluent) - Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. - Partner & client meeting. HR Connect - Durga - 8072 135 893 Required Candidate profile Qualifications: Any graduate Experience: Minimum 2-3 Yrs of experience in investment products & equity Domain Knowledge: Equity & Investment Products Ready to visit in filed. Deals in premium client

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...

Building and maintaining relationships with clients, particularly High Net Worth Individuals (HNIs), to understand their investment needs and provide tailored financial solutions. Required Candidate profile A bachelor's degree in finance, business, or a related field Strong knowledge of financial markets, particularly equities. Excellent communication and interpersonal skills.

Role & 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 through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engag...

Relationship (Sr.) Executive We are seeking a dynamic, self-motivated and result driven Relationship Executive to join our team. This role requires a basic understanding of the stock markets as your role will involve offering companys financial services as well as selling subscription plans of Companys business magazine which help our clients maximize their financial potential. As a key member of our organization, you will be responsible for acquiring new clients and enhancing existing relationships with retail and high net worth individuals. Your primary focus will be to promote and sell equity-based investment products over the telephone. Role & Responsibilities: Achieve monthly targets se...

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 Certification , 2 years of experience as an Equity Dealer/Advisor is must Strong understanding of the equity market, trading strategies, and investment products.

Note :- RM to AVP Level Profile Candidates has to from Broking Industry For Wealth - candidate has to from equity market and deals into Mutual funds and other wealth product can be apply Fresheres Can be apply who qualifiy NISM Certification Sales incentives

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

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. ...

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

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 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 Location: Chennai, Bangalore, Hyderabad, Kolkata, Delhi, Mumbai & Vizag Experience: Minimum 1 Year as advisor Equity Dealing Roles & Responsibilities: Advising HNI & Retail clients on Equity, Derivatives, currency Markets. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, Bonds, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios. Should be presentable with good communication & convincin...

This Job requires a basic understanding of the stock Market, direct equity/advisory services/ tailored solutions to retail and HNI clients. Retaining, renewing the existing clients. Preferred NISM XV candidate. Opening: 10 Location: Pune & WFO Sales incentives Provident fund

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 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. Interested candidates please whatsapp your profile @ 9790306948 Thanks S Nagalatha Human Resources - 9790306948

Dear All, Greetings from AnandRathi !! We are currently hiring for Equity advisor @ Chennai Job Description As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new clients and retain client customer base. Job Responsibilities Execute the orders on behalf of clients. Confirmation of trade done by EOD. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequently. Daily processing & confirmation of trades. Punch orders for clients on NSE/ BSE terminals. Monitor client exposure limits. Solving queries of the customers....