1239 Equity Advisory Jobs - Page 43

Dear Candidates, We are particularly looking forward for candidates with experience in Broking Franchisee who are looking for an opening with Bank Broking channel 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 cl...

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...

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

JOB DESCRIPTION Job Title: Relationship Associate Role Description :To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options 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 clients 6. Keep abreast of the market news, fina...

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...

Urgent Opening For Equity Dealer - Parbhani, Aurangabad, Ahmednagar, Nagpur, Nashik, Amravati Qualification: Any Graduate Certification: NISM VIIII Mandatory Experience: 1+ years Interested candidates can share cv at divya.chawla@religare.com or call on 8169023289 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. Ab...

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 cliental base and drive wealth business equally. Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and...

Job Description Designation: Team Leader/ Vertical Manager Roles and Responsibilities: Lead and manage a team of advisory and dealing professionals. Build a strong team through referrals and internal hiring, fostering a culture of collaboration and high performance. Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services, emphasizing Assets Under Management (AUM) product penetration to enhance client portfolios. Actively 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). Acquir...

**Kotak Securities Ltd Alternate Channel - Dealer - Mumbai Department: Alternate Channel Designation: Equity Dealer Grade: E1/E2- Assistant Manager / Deputy Manager Years of Exp : 1 to 4 Years Location: Mumbai Job Role • 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 client profitability • To have clear focus on client mining • To conduct regular Client Meetings & update the same in the...

Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office

Desired Candidate Profile Knowledge of finance or related field (equity sales, client relationship management) will be preferred. Good communication skills with ability to build strong relationships with clients over phone calls. Ability to work independently with minimal supervision while meeting targets set by management. NISM certification is a plus (not mandatory). Should be proactive and target oriented.

Min 6 month of exp-NISM 8 mandatory. Terminal seating Order punching on behalf of client Revenue generation by cross selling of products like equity, Mutual fund, SIP Portfolio Management.

Equity Advisory Manager HNI | Reputed Broking Company Location - Jaipur CTC - Based on current Role & responsibilities Acquisition of HNI & Ultra HNI clients and generate broking revenue through Equity / Commodity / Currency market segments. Handle Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk Managing new and existing HNI client relationships with efforts on revenue generation through Equity and other channels Monitor clients portfolio and render advisory services. Execute Cross Sell Preferred candidate profile A graduate / post grad ( pref ) with 8 - 10 years in relevant experience with min 4 years in team handling. Apply Now !!

Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office

* Fast execution of orders manually on GREEK * Able to see the overall direction of the market and make trades accordingly. * Following the trading rules in carrying out daily trading operations. * Trading on the allocated Strategy *Good typing Speed Required Candidate profile Communication of trading positions and trading Setup Maintaining trading diaries and net positions on daily basis (at end of the day) good speed at the terminal good with Number crunching.

Hiring for Equity Dealer for One of the leading broking firm Role & responsibilities Placing orders on behalf of customers Providing advisory services Cross selling of third-party investment products Preferred candidate profile At least 1 year of experience in broking is must NISM 8 Interested candidate can share cv at richa@dspe.in

Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer CTC - 5 LPA+ incentive + other benefits Job Description:- 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- Minimum Graduation Should have a sound understanding / knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.asmita@gmail.com if you ...

The Role: Apprentice: Private Equity Team The Team: You will join a very collegial and professional global team, where you will be able to collaborate and exchange domain knowledge and expertise in the department in order to provide the highest level of support to the workflow and department as a whole. The Impact: Your position will be critical to support the PE Profiles workflow as it would be directly linked with the departments KPIs and its performance in comparison to other content teams in the company. Whats in it for you: This position will help gain a hands on experience with world class formatting and translation tools which are widely used in different multi-national companies. Als...

Role & responsibilities Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients

Role: Relationship Manager-Investment Advisory Qualifications: Experience: 2-5 yrs of Relevant experience wealth management & Relationship management exp Qualification: Any Graduates Location: Chennai Teynampet Contact Josephine HR - 9962430186

Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insig...

Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate Minimum 4+ Years of experience in Equity Dealing Salary Best in Industry. Interested candidate can share their resume with preeti.soni@hdfcsec.com Regards, Preeti Soni HR - HDFC Securities ltd

Urgent Opening for Equity Advisor - Amravati, Ahmednagar, Aurangabad, Parbhani Interested candidates can call on 8169023289 or share cv on divya.chawla@religare.com 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 development Develop and maintain a lo...

Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + 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 possess good communicatio...

Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + 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 possess good communicatio...