1239 Equity Advisory Jobs - Page 48

Department: Broking channel Designation: Branch Dealer Grade: E1 or E2 Years of Exp: 1 to 4 yrs Reporting to: M3/M4 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. 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. 3. To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. 4. To keep abreast with the market knowledge and market intelligence. 5. Responsible to ensure all act...

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

A Leading Stock Broking Company is seeking a highly motivated and experienced Branch Manager to lead our branch. The Branch Manager is responsible for the overall success of the branch, including sales, operations and team Mgmt. Required Candidate profile The ideal candidate will possess strong leadership skills, a deep understanding of financial markets, and a commitment to providing exceptional client service. Min 5 yrs of experience in stock broking

Position: Group Leader:Equity Dealer/Advisor Key Job Responsibilities - -Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. NISM 8 Certificate is Mandatory How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Ashwi...

As a Unit Head, you will be responsible for managing PCG sales, sales traders,Sales Manager team and branch operations .

Role & responsibilities Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf. Building relationships with the client & educating them about Investments. Responsible for achieving brokerage. New Client Acquisition Executing Trades Orders Preferred candidate profile Minimum 2 Years experience is Mandatory Dealing experience is must - achieving min 4X of revenue targets in the existing Organization. Currently managing or interested in Client Acquisition (sales) Should have completed 10+2+3 years of education (Mandate) Below 40 years of age NISM 8 certification Equity Derivatives mandatory Perks and benefits CTC range 3 Lakhs to 6 Lakhs (D...

Role & responsibilities Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf. Building relationships with the client & educating them about Investments. Responsible for achieving brokerage. New Client Acquisition Executing Trades Orders Preferred candidate profile Minimum 2 Years experience is Mandatory Dealing experience is must - achieving min 4X of revenue targets in the existing Organization. Currently managing or interested in Client Acquisition (sales) Should have completed 10+2+3 years of education (Mandate) Below 40 years of age NISM 8 certification Equity Derivatives mandatory Perks and benefits CTC range 3 Lakhs to 6 Lakhs (D...

Responsibilities: * Provide financial advice on investments * Analyze equities & manage portfolios * Develop investment plans & strategies * Collaborate with clients' goals & risk tolerance *strong knowledge of mutual funds is mandatory Annual bonus Health insurance

* Urgent requirement for a leading broking firm for Equity Dealer. * CTC : Up to 4.5 LPA( Hike from current CTC). * NISM 8 certification Mandatory. * Location : Bangalore. * Share your CV : 8714579995/umindjbs@gmail.com Required Candidate profile * Graduation Mandatory. * Required experience in Equity Dealing. * Nism-8 certification is Mandatory.

Job Location(s) Bengaluru, Chennai, Hyderabad, Madurai, Coimbatore, Delhi, Mumbai, Roles and Responsibilities Execute trades on behalf of clients through NSE/BSE platforms. Handle client queries related to equity trading, sales, and broking. Manage client relationships, providing equity advisory services to achieve their financial goals. Ability to create his own books. Responsible for TPP (Third party products);cross selling of MF,LI etc. Maintain accurate records of transactions and communicate with clients regularly. Provide guidance on derivative products such as options and futures contracts. Desired Candidate Profile 2-7 years of experience in equity broking or dealing industry. Strong...

Graduate with 1+ yr sales exp in Equity/MF/Insurance. Role involves client acquisition, cross-selling, sharing market updates, and achieving targets. Fixed pay + incentives. Build a rewarding career in financial product sales. Health insurance Provident fund Travel allowance Sales incentives

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 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 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 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 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...

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- Upto-5.5 LPA + Incentive + other benefit 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. 4) Client meetings and bank branch visits as per goal sheet. Skills 1) NISM VIII certificate is mandatory. 2) Prior experience of working in a similar set up preferred. 3) Should be willing to work in a target driven role & should be a go better. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role...

Role & responsibilities Direct 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 oftrading account of clients, assisting new entrantsin 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 an...

Private Client Group- Equity Advisor Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Equity Advisor 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 meetings ...

2+ years in broking Strong retail advisory background Age up to 35 years for frontline roles Pure Advisory Work with clients you bring in and help them grow their investments Acquire & service your client base Locations: Hyderabad | Mumbai | Delhi Required Candidate profile NISM VIII Certified is a MUST 2 Years Broking Experience

Roles and Responsibility Develop and implement effective equity trading strategies to achieve business objectives. Provide expert advice on equity markets and products to clients. Build and maintain strong relationships with clients and stakeholders. Conduct thorough research and analysis of equity markets and trends. Identify new business opportunities and expand existing client relationships. Stay up-to-date with regulatory changes and industry developments. Job Requirements Strong knowledge of equity markets and products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experienc...

Role & responsibilities • Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size • Identify fitment of sales products matching the clients investing goals • Interact with potential customers with the emphasis on high quality lead conversions. • Proactively follow up leads assigned by Sales Head and report the progress with mitigation plan on how to achieve the results as well. • Work closely with the Sales Head to achieve sales objectives. • Contribute to the team performance by sharing and implementing Best Practice Ideas. • Disseminate the learnings/ good practices across team(s) so that the knowledge sharing is encouraged and rewarded l...

We are Hiring Equity Dealer & Demat Sales for Leading Broking Company. For Equity Dealer - NISM 8 Mandate For Demat Sales - Min 6 Months Experience in Demat or Insurance

We are Hiring Equity Dealer & Demat Sales for Leading Broking Company. For Equity Dealer - NISM 8 Mandate

Job Title: Relationship Manager Sales Team Company: Chanakya Investments (A SEBI-Registered Advisory Firm) Location: M3M Urbana, Sector 67, Gurgaon, Office No. R3106 Employment Type: Full-Time About Us: Chanakya Investments is a SEBI-registered advisory firm specializing in top-notch financial and investment advice. We are expanding our sales team and looking for dynamic Relationship Managers to join our office in Gurgaon. Key Responsibilities: Build and maintain strong relationships with clients to understand their investment needs. Provide personalized advisory services and help clients achieve their financial goals. ¢ Meet and exceed sales targets and contribute to the growth of the firm....