1239 Equity Advisory Jobs - Page 50

Position: Equity Dealer/Advisor Key Job Responsibilities - 1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. 2. Review relationship incase of existing clients and increase revenue through them 3. Obtain minimum five client references from existing and new clients for business expansion 4. Client Servicing based on research and back office inputs 5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) 6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer qu...

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 candidate profile -...

To apply, email your resume to: snagpal1932@gmail.com , 9811550992 (Consultant for hiring) 1. Position: Senior Vice President / Executive Director Wealth Management Experience: 15–20+ years Key Responsibilities: Build and lead a high-performing wealth advisory team, focusing on HNI/UHNI clientele. Drive the growth strategy for wealth management in target geographies (Delhi & Mumbai). Personally manage key relationships and provide comprehensive financial solutions. Structure investment portfolios across: Vanilla stock broking MTF (Margin Trading Facility) IPO opportunities AIFs (Category I, II, III) Unlisted & Pre-IPO shares Collaborate with product, research, and risk teams to deliver tailo...

Description: About the Role: To meet and understand customer needs and execute trades seamlessly. Disseminate the research calls to customers and sell/ advise for Broking, structured products as well as third party products eg -Mutual Funds, Loans, Health insurance, Life Insurance etc. Key Responsibilities: Supporting Actions To follow the Deal Desk Process Branch Compliance To operate the Trading software for BSE, NSE, MCX, NCDEX, (Equity-F&O Segment, Commodity and Currency), handle trading accounts of clients and execute orders as per client request. • To ensure documentation formalities like KYC, profiling of new clients with all the necessary details •To ensure efficient and prompt manag...

Building new relationships, increasing depth in existing & new relationships Acquire & manage HNI/UHNI clients through tailored investment strategies Drive revenue generation across MF, PMS, AIF, and other asset classes info.aspiringmantra@gmail.com Required Candidate profile 4 yrs +exp with Good knowledge of equity markets, trading platforms & financial instruments. Business updates, new clients, brokerages & revenues Good communication and interpersonal skills.

Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.

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

Greetings from Avani consulting ! We are hiring for leading share market Equity dealer role Locations: Bangalore Mumbai Interested candiates go through with the below job description and share resume in whatsapp /mail - UTTAM - 9949101406 Role & responsibilities Minimum 1 Year experience required. Job Description: Trading on behalf of the clients Building relationships with clients & educating them about Investments Client Acquisition, Acquire new clients per month and cross selling of 3rd party products (MF, Insurance, SIP etc.) Client meetings. Candidate Profile: Graduation with NISM 8 certification (Equity & derivatives), Stock Market knowledge is mandatory. Should possess good communicat...

Role: Equity Relationship Manager ERG Key Responsibilities: Will be responsible for HNI client acquisition, equity advisory and dealing. Achieve Business Objectives of sales numbers, revenue and product mix. Improve business generation from new and existing clients. Cement existing relationships, develop new ones; strong service attitude. Identify the customer requirement and need gaps and work towards bridging the same. Skill Set: Should have an experience of 1 to 8 years in the broking industry in a similar function. Ability to acquire, advise and handle relationships of top end clients. Should be proficient in equity and derivatives products and understanding of equities markets. Certific...

Role & responsibilities Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. Understanding of Derivative Strategies. To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to Desk and the respective Advisor. Generate direct brokerage revenues by advising various trading and stock ideas based on the market pulse to the clients. Regular meetings with Active clients, converting the dormant clients into active. Regular Regional visit for HNI client meetings, seminar/events. Cross sell of Third party focussed products as suggested by the Anan...

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

You'll be responsible for generating brokerage primarily by advising clients on their equity portfolio .

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...

Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.