486 Equity Advisory Jobs - Page 5

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

Commodity/Equity Role Involved advising & dealing trading cross selling involved. Strong knowledge of capital market. Revenue generation in broking PMS, AIF, Insurance, MF Agency channel SME INSURANCE mail to info@servingskill.com/whatspp 9819832570 Required Candidate profile Advising & Dealing Exp- on equity, derivatives commoditY Client Handling Experience/Acquisition – HNI/UHNI/Large Client Financial product knowledge/Third party product PMS, IAP, Insurance, PE, MF AIF

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 7304501604 or share CV on jyoti.mehta@tradebulls.in

- 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 - Languages Known : English, Tamil & Hindi - Freshers can apply

Role & responsibilities 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. To keep abreast with market knowledge and market intelligence 3. Responsible to ensure all activities are in adherence as per Compliance & Risk. 4. Develop and maintain long term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business Required Candidate profile 1. Graduate/Post Graduate with minimum 1-2yrs experience in Equities on the clients advisory side. 2. Should have sound understanding of capital markets. 3. Should be result-oriented, self-starter, proactive, 4. Should possess strong networking and relationship building skills and good communication skills. 5. Should be NISM Currency Derivatives certified.(series 8) Preferred candidate profile-Must have exp in dealing.

Dear Candidate. Greeting from Axis!! We have opening for Equity Dealer. Job Description as below: Location: Ernakulam Roles & Responsibilities: Advise the clients on their Investments and provide information about current market trends. Responsible for maintaining a healthy longtime relationship with the clients. Handling their Portfolios & generating brokerage. Responsible for executing the trade on behalf of the client & maintaining regular relations. Cross selling of other equity financial products such a MF & PMS Skills & Knowledge: Graduate from any stream NISM VIII, NISM V, and Currency certification are mandatory Prior experience working in a similar setup preferred Willingness to work in a target-driven role A go-getter approach Please whatsapp your resume if your interested 9790306948 Thanks S Nagalatha Regional HRBP

1. Execute Trades on the Trading Terminal. 2. Generating revenue by acquiring Clients from open market. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. 5. Punch in Orders (Buy/Sell) Required Candidate profile > Must be a Graduate and *NISM certified* mandate. > min 2 yrs experience in broking industry. > knowledge about relevant software. > must have their own client base.

Roles and Responsibilities Manage relationships with high net worth individuals (HNI) clients to understand their financial goals and objectives. Provide personalized investment advice on equities, mutual funds, insurance products, and other financial instruments. Excellent Incentives, Easily Achievable. Salary Best in Industry. Good Annual Growth. Client Centric work environment.

Advise HNI/retail clients on Equity/Derivatives. Cross-sell MFs/Bonds/Insurance. Acquire & retain clients. 1-3 yrs exp

Sr. Team Manager / Team Leader Responsible For Heading and Running Team. Handling a team of RM, Sales Manager, Team leads, and Equity Dealer. Strategizing and promoting business development initiatives in the region. Responsible for managing and developing new branches across Gujarat region. Assisting clients with regards to their Investments in Equity, commodity, currency & other 3rd party products including MF and Insurance. Ensuring Cross Selling Of All Products (equities, Derivatives, Mf Sales And IPO Sales Etc) To Existing Clients. Co-ordinate with Regional heads & cluster Managers for management discussion. Building relationships with the client & educating them about Investments if required. Accelerating client base Required Criteria: Min. 5 Year of experience into handling Team into Securities Market /stock broking firm Should be able to achieve team targets. Excellent in communication. Should be multi tasking.

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 collecting margins / market-to-market loss REQUIRED QUALIFICATIONS: Graduate / Post graduate NISM Series VIII (Equity derivatives)

Interview Pass – Aditya Birla Capital Congratulations! Your spot is reserved for Equity Dealer role in Aditya Birla Capital . Interview on 16th July (Wednesday). Please find the below details: Role / Designation - Equity Dealer Experience Range: 1-8 Years Salary Details - 1+Years-3LPA/5+ Years-6.5 LPA Shift time - General Qualification: Under Graduates / Graduates Venue Details: Aditya Birla Money , 4th floor Dega towers , Somajiguda, Hydrabad, https://g.co/kgs/9H8pEKW Interview Location: Hyderabad Timings: 10am-6pm Date: 16th July, Wednesday Contact Person: Santhosh 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 post result con-calls, and analyst meets for improved client servicing. Preferred candidate profile Graduate/postgraduate with 3 years’ experience\should have good communication skills should be self starterNISM8 Please carry the below mention Documents (Mandatory): Updated Resume (Please mention "Naukri.com" at the top of your CV) Photo ID Proof 2 Passport size Photographs NOTE: Do not reply if you have already attended in last 6 months Disclaimer: Please ignore if not interested or not relevant to your profile. Regards,

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5.5 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: - 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. - 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, by supporting their efforts to enhance business. - To keep abreast with the market knowledge and market intelligence. - Responsible to ensure all activities are in adherence as per Compliance & Risk. - Provide regular updates to the immediate superior as and when required. Kindly reply with updated CV on apex.darshil@gmail.com if you are interested for the mentioned Job Role. you can call also on 8127854413

Greetings from "APEX SERVICES" 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. 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. you can call also on 7991515067

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 \ Relationship Manager ROLES & RESPONSIBILITIES: 1) New client acquisition 2) Cross selling of third party investment products 3) Revenue generation revenue to be generated from the all the products from sourced accounts 4) Graduate / Post graduate with Min 1 yrs exp in direct selling of financial products from any financial services industry. Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991680640.

Dear Candidate, Greetings From "APEX SERVICES" Designation -Equity sales/BRO/KAM Min Experience -1 YRS & above CTC - Upto 5 LPA Roles & Responsibilities: - 1- Acquisition of New Corporates and thereby salary accounts and Cross selling of TPP 2- Maintaining relationships with the department heads / contact people at a corporate level. 3- Penetration in empanelment relationships acquired. 4- Ensuring salary credits in all salary accounts sourced. 5- Meeting monthly sales targets for salary accounts as well as TPP's. Job Requirements: 1-Should have 3-4 years or plus of sales experience in banking. Preferably corporate sales. 2-Knowledge of mapping Key accounts. 3- Local Market knowledge. Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. You can also call on 7991680640.

Kotak Securities Ltd. NOTE - Please Mentioned CRC Saloni Vishwakarma on top of your resume while coming for an interview. Location : Kotak Securities Ltd. 40/1400, 2nd Floor, Ensign Enclave, Jos Junction, M G Road, Cochin- 682011 Please find below JD for the Broking Equity dealer profile Kotak Securities Ltd Alternate Channel - Dealer - Mumbai Department: Alternate Channel Designation: Broking Equity Dealer Grade: E1/E2- Assistant Manager / Deputy Manager Years of Exp : 1 to 4 Years Contact Person: Neby Nelson S Interview Time: 11:00 AM to 03:00 PM Interview Date: 12th July 2025 Roles: 1. Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2. Will be responsible for primarily selling Equity based investment products. 3. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4. Responsible for achieving targets as assigned by the organization on a monthly basis. 5. Provide regular updates to the immediate superior as and when required Skills & Knowledge : 1. Graduate / Post graduate with 1 4 yrs exp in direct selling of financial products from any financial services industry. 2. Should have good communication & presentation skills. 3. May have good existing client relationships in the market. 4. Should be a self-starter, proactive & target oriented. 5. Should possess strong networking & relationship building skills 6. Should be certified in NISM Series VII- Equity derivatives Prepare: About our company, Stock Market, BSE, NSE, Equity Market, Trading A/C ,DE- mat A/C For any other queries call on 7039279297. NOTE - Please Mentioned CRC Saloni Vishwakarma on top of your resume while coming for an interview.

Job Specifications Role Designation: Advisor Department: franchisee Function: Advisory Company: MOFSL Reporting to: Team Leader Location: MOT Prabhadevi Hyderabad Job Purpose Advising Franchisee on Commodity product Key Deliverables 1. Generating Brokerage. 2. Making them Familiar with the In-house Research Staff. 3. Conducting the Self Awareness Programs for Commodity Segment through Personal Visits/ Seminars / Work Shops and any other business development Activity if needed. 4. Handling important Franchisees and Servicing them Role Requirements 1. Any Graduate with minimum of 2-5 years of experience in the stockbroking industry is preferred. 2. Able to Understand Market Reports and share Information with Clients. 3. Should be comfortable working in Shifts.

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- Upto-6 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. you can call also on 7991515067

As an Equity Dealer, your primary responsibility will be to execute buy/sell orders for clients based on their investment strategies. You will need to closely monitor market trends, analyze stocks, and provide recommendations to clients. Collaboration with the sales team is essential for generating new leads and retaining existing clients. Keeping accurate records of all transactions and promptly communicating any significant developments to clients are crucial aspects of this role. It is important to stay updated with regulatory requirements and compliance standards to ensure adherence. The ideal candidate for this position should preferably possess an NISM 8 (Equity Derivative) certification. A strong knowledge of equity derivatives, stock market, share market, stock broking, equity advisory, finance, and fundamental analysis is required. The ability to work effectively under pressure, manage multiple tasks simultaneously, and demonstrate excellent communication skills both verbally and in writing is essential. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) is also desired. This is a full-time position with benefits including Provident Fund. The job requires working day shifts with at least 1 year of experience in equity dealing. The work location is in person.,

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 post result con-calls, and analyst meets for improved client servicing. Preferred candidate profile Graduate/postgraduate with 3 year's experience should have good communication skills should be self-starter. Share your resume on shivangi.maheshwary-v@adityabirlacapital.com

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer(Without Cross sale) CTC- upto-4.5 LPA + incentive + other benefit ROLES & RESPONSIBILITIES: 1. To ensure active management of clients & achieve the target active AUM 2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options 3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4.To achieve healthy revenues without compromising on client profitability 5. To have clear focus on client mining 6. To conduct regular Client Meetings & update the same in the meeting tracker 7. To attain maximum reach of investment ideas/stock calls initiated 8.Keep abreast of the market news, financial trends and current affairs 9.To attend post result con-calls, analyst meets for improved client servicing. Kindly reply with updated CV on apex.sandhyapatel@gmail.com if you are interested for the mentioned Job Role. you can call also on 8429944115

Dear Candidate, Greetings From "APEX SERVICES" Designation -Equity sales/BRO/KAM Min Experience -1 YRS & above CTC - Upto 4.5 LPA Other perks - Incentives + Career Progression Plan + PF + ESIC + Mediclaim (Employee + Family) + Paid Leaves + Annual Increment + Performance LinkedIn Bonus. Location- Bangalore Roles & Responsibilities: - Will be responsible for sourcing & deepening relationships from existing customer base of Bank Will be responsible for selling Equity based investment products to this set of customer base. Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. Responsible for servicing and generating references from the partner bank Channel customer base. Required Skills : - Graduate / Post graduate with minimum 1 year of selling experience. Should have good communication & presentation skills. Should be a self-starter, proactive & target oriented. Should possess strong networking & relationship building skills. May have good existing client relationships in the market. Should have effective servicing skills and should be excellent in conflict management. Kindly reply with an updated CV on apex.mitalihr@gmail.com if you are interested in the mentioned Job Role. You can also call on 8112416630.

Role Description/ Scope of the Job Individual performance target & responsible of teams target achievement. Specific Role Responsibilities / Core Duties: 1. Team handling Experience minimum 1 to 3 years 2. To achieve healthy revenues without compromising on client's profitability. 3. Equity Proven experience as a Client Relationship Manager. 4. TPP (Third Party Product) sell to customers 5. Handle Inbound & Outbound calling Team 6. Training new employee Strong Product Knowledge 7. Minimum 2-5 Years Equity Dealing experience is required

Execute client orders in equity derivatives segment Monitor and manage open positions and risk exposures. Provide market updates, trading strategies, and investment advice to clients. Exchange, and internal trading guidelines. Required Candidate profile Trading Experience on Terminals Like ODIN, NEST Etc, XTS, Back office Operations Proficient in - MS Excel