486 Equity Advisory Jobs - Page 6

Immediate and Urgent requirement Senior Relationship Manager Job Location - Vadodara / Gandhidham Primary Responsibilities: Responsible to manage the profitability of the Branch. Closely monitor revenue against cost and generate revenue through Equity/ TPP and any other new launch. Manage a team of RMs and Ensure proper segregation of customers and active clients mapped to RMs. Monitor brokerage of the branch/dealer and income from other products. Manage the clients in the locality within the said radius. Handle overall branch operation, risk and administration related activities Ensure connectivity in the branch. Coordinating with the research team for advice/review of the portfolio for top customers on regular basis. Eligibility Criteria: Experience in Team Handling. Good knowledge of Equity Market and TPP. Good communication (Written and Verbal). Should be NISM certified. Overall Experience 10+ Years. Interested candidate can share their resume at monikarathod@hdfcsec.com

New Client Acquisition, Advising clients with regard to their investment in equity & derivative markets and placing orders on their behalf. Building relationships with the client & educating them about investments.

Willing to open DMAT accounts Ready for self-sourcing Salary : 3 to 8 Lpa Nism required Undergraduate and Graduate 60% Dealing and 40% Cross sales Financial Products • like Health Insurance, SIPs, Life Insurance, Mutual funds Required Candidate profile Require Candidate Stock Broking Company Exp 2-10 year experience Send update Resume Jobs@xwelljobs.com Contact us Jitesh Mathur Mobile No 9414133911

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) Lower Parel : Ashish Bhosale - 8657990136 Mirae Asset Sharekhan, 433, 4th Floor , C Block, Phoenix House, Phoenix Mills Compound, Senapati Bapat Marg, Lower Parel (W) Mumbai - 400013 Vile Parle : Poonam Gupta - 8291105441 Mirae Asset Sharekhan, 2, New Sarvodaya Chs, Gr. Floor, Sarojini Road, Near Mcdonalds, Vile Parle West, Mumbai - 400056

Dear Candidates, We are particularly looking forward for candidates with experience in Banca Channel/ Independent Broking house or 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 clients. 7. Developing relationship with Clients and generating leads through references. 8. Achieve laid down target W.r.t Revenue Generation And Client Activation. 9. Cross selling third party products( Life Insurance & Mutual funds.) Designation: Equity Dealer Location : Hyderabad Qualification : Minimum Graduation Certification : NISM Series VIII Age : Max 40 Years Candidate Profile: Equity Dealer 1) Graduation 2) Candidates with minimum 1 year experience in Equity Dealing is mandatory Candidates may also send their resume to manasi.s@sbicapsec.com Whatsapp : 7736562628 Thanks & Regards, Team HR SBICAP Securities Ltd.

What are we looking for Quick Turtle is seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory. This position is crucial for acquiring and managing Ultra High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI) clients, providing expert advice on various market instruments, and driving revenue through personalized investment solutions and cross-selling. Key Responsibilities: Acquire and handle UHNI / HNI clients for the Private Client Group with a book size of Rs. 25 Lacs and above. Advise UHNI / HNI clients on Equity, Derivatives, Currency & Commodity Markets, and generate revenue from these relationships. Cross-sell Third Party Products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Loan Against Shares (LAS), IPOs, and Insurance. Handle client queries and complaints, ensuring resolution within the agreed Turnaround Time (TAT). Apply deep market understanding and advanced strategies to increase client book size and revenue . Profile clients by conducting in-depth reviews of their financial requirements, analyzing information, and recommending suitable portfolios. Monitor and enhance advisors advising skills through call tracking, weekly targets & meetings, and conference calls. Coordinate with Third Party Product Manufacturers and all relevant stakeholders. Ensure the highest level of service to customers in terms of advisory and operational issues, providing timely solutions to differentiate our service in this segment. What skills and knowledge should you bring Expertise in Equity Advisory and Wealth Management . In-depth knowledge of investment products, including Mutual Funds, PMS (Portfolio Management Services), Corporate FD, IPO, LAS, and Insurance. Strong understanding of Equity, Derivatives, Currency, and Commodity Markets. Proven ability to acquire and manage UHNI/HNI client relationships. Excellent client servicing and problem-solving skills. Strong communication and interpersonal abilities.

What are we looking for Quick Turtle is seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory. This position is crucial for acquiring and managing Ultra High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI) clients, providing expert advice on various market instruments, and driving revenue through personalized investment solutions and cross-selling. Key Responsibilities: Acquire and handle UHNI / HNI clients for the Private Client Group with a book size of Rs. 25 Lacs and above. Advise UHNI / HNI clients on Equity, Derivatives, Currency & Commodity Markets, and generate revenue from these relationships. Cross-sell Third Party Products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Loan Against Shares (LAS), IPOs, and Insurance. Handle client queries and complaints, ensuring resolution within the agreed Turnaround Time (TAT). Apply deep market understanding and advanced strategies to increase client book size and revenue . Profile clients by conducting in-depth reviews of their financial requirements, analyzing information, and recommending suitable portfolios. Monitor and enhance advisors advising skills through call tracking, weekly targets & meetings, and conference calls. Coordinate with Third Party Product Manufacturers and all relevant stakeholders. Ensure the highest level of service to customers in terms of advisory and operational issues, providing timely solutions to differentiate our service in this segment. What skills and knowledge should you bring Expertise in Equity Advisory and Wealth Management . In-depth knowledge of investment products, including Mutual Funds, PMS (Portfolio Management Services), Corporate FD, IPO, LAS, and Insurance. Strong understanding of Equity, Derivatives, Currency, and Commodity Markets. Proven ability to acquire and manage UHNI/HNI client relationships. Excellent client servicing and problem-solving skills. Strong communication and interpersonal abilities.

What are we looking for Quick Turtle is seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory. This position is crucial for acquiring and managing Ultra High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI) clients, providing expert advice on various market instruments, and driving revenue through personalized investment solutions and cross-selling. Key Responsibilities: Acquire and handle UHNI / HNI clients for the Private Client Group with a book size of Rs. 25 Lacs and above. Advise UHNI / HNI clients on Equity, Derivatives, Currency & Commodity Markets, and generate revenue from these relationships. Cross-sell Third Party Products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Loan Against Shares (LAS), IPOs, and Insurance. Handle client queries and complaints, ensuring resolution within the agreed Turnaround Time (TAT). Apply deep market understanding and advanced strategies to increase client book size and revenue . Profile clients by conducting in-depth reviews of their financial requirements, analyzing information, and recommending suitable portfolios. Monitor and enhance advisors advising skills through call tracking, weekly targets & meetings, and conference calls. Coordinate with Third Party Product Manufacturers and all relevant stakeholders. Ensure the highest level of service to customers in terms of advisory and operational issues, providing timely solutions to differentiate our service in this segment. What skills and knowledge should you bring Expertise in Equity Advisory and Wealth Management . In-depth knowledge of investment products, including Mutual Funds, PMS (Portfolio Management Services), Corporate FD, IPO, LAS, and Insurance. Strong understanding of Equity, Derivatives, Currency, and Commodity Markets. Proven ability to acquire and manage UHNI/HNI client relationships. Excellent client servicing and problem-solving skills. Strong communication and interpersonal abilities.

What are we looking for Quick Turtle is seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory. This position is crucial for acquiring and managing Ultra High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI) clients, providing expert advice on various market instruments, and driving revenue through personalized investment solutions and cross-selling. Key Responsibilities: Acquire and handle UHNI / HNI clients for the Private Client Group with a book size of Rs. 25 Lacs and above. Advise UHNI / HNI clients on Equity, Derivatives, Currency & Commodity Markets, and generate revenue from these relationships. Cross-sell Third Party Products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Loan Against Shares (LAS), IPOs, and Insurance. Handle client queries and complaints, ensuring resolution within the agreed Turnaround Time (TAT). Apply deep market understanding and advanced strategies to increase client book size and revenue . Profile clients by conducting in-depth reviews of their financial requirements, analyzing information, and recommending suitable portfolios. Monitor and enhance advisors advising skills through call tracking, weekly targets & meetings, and conference calls. Coordinate with Third Party Product Manufacturers and all relevant stakeholders. Ensure the highest level of service to customers in terms of advisory and operational issues, providing timely solutions to differentiate our service in this segment. What skills and knowledge should you bring Expertise in Equity Advisory and Wealth Management . In-depth knowledge of investment products, including Mutual Funds, PMS (Portfolio Management Services), Corporate FD, IPO, LAS, and Insurance. Strong understanding of Equity, Derivatives, Currency, and Commodity Markets. Proven ability to acquire and manage UHNI/HNI client relationships. Excellent client servicing and problem-solving skills. Strong communication and interpersonal abilities.

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 8422827224 or share CV on rahul.jani@tradebulls.in

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)

Equity Advisor - B2B | reputed broking firm | Kolkata | Upto 6L Role & responsibilities To manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients. Interact with mapped DIGI Partners, client engagement, revenue generation Preferred candidate profile Minimum 2 years in the broking industry with B2B experience preferred Strong understanding of equity broking, mutual funds, PMS, and investment products.

JOB DESCRIPTION Job Title: Relationship Associate / Equity Dealer Role Description: To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options Job Location : Delhi, Lucknow 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, financial trends and current affairs Specific Role Responsibilities: 1. Placing order on behalf of client 2. Advising clients with regards to their Investment in Equity 3. Client meeting, Branch visits 4. Help new client to activate their account 5. Activating Stop trader client 6. New account acquisition Skill Sets: Education Qualifications: Graduate/ Post graduate Certification needed: NISM Series 8

Experience in executing equity and F&O trades Periodical exchange reconciliations MIS working Compliance management Client communication Required Candidate profile NISM VIII series mandatory Advanced Excel mandatory Monday to Saturday 9 AM to 6 PM Perks and benefits Health Insurance PF

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 If you have any refrence pls drop cv

JD For Equity Dealer We have opening for Equity Dealer, please find the JD for your kind perusal:- If interested please share your update resume with current CTC and notice period. JOB DESCRIPTION ORGANISATION - IDBI Capital Markets and Securities Limited DESIGNATION - Equity- Dealer NO. OF VACANIES - 2 EXPERIENCE RANGE - 1-2 year of exp CRITICAL EXPERIENCE Stock broking experience is mandatory & NCFM/NISM/AMFI Certification. ESSENTIAL QUALIFICATIONS Any graduate / post-graduate Commensurate with experience CANDIDATE'S PROFILE * Advising clients with regard to their Investment in Equity, Derivative & currency Market, Place orders on their behalf. * Responsible for achieving brokerage revenues. * Increasing client base through existing client referrals. * To place orders for clients on trading terminal with very high proficiency in speed and accuracy. * Confirmations on Recorded Line. * Communicating research advices and investment ideas to customers for portfolio churning. SKILLS AND TRAITS * Excellent Communication & Presentation skills. * Must have existing client relationships in the market. Should be a self-starter, proactive & target oriented. * Should possess strong networking & relationship building skills. Interested candidates can share you CV on outsource18@idbicapital.com and can contact on 9137914716 (Priti Rai).

Role & responsibilities Execute trades aligned with clients' investment strategies. Provide expert investment advice to grow portfolios and increase AUM. Cross-sell third-party products: Insurance, Mutual Funds, PMS, SIP, AIF, Bonds, FDs, Unlisted Shares, IAP. Acquire new clients and retain existing ones through strong relationship management. Preferred candidate profile Minimum 2 years of overall experience, with at least 6 months in equity dealing with broking firm. Managing HNI and UHNI clients. NISM Series VIII certification is mandatory.

Shifting / Introducing own HNI Offline Equity Clients to the Company’s Platform. 2. Generate large volumes on equity & derivative terminal from self-Introduced Clients (OFFLINE ONLY) Equity Advisory

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) Interested Candidates can also directly connect with the Recruiter on given below contact details. Recruiter's Contact no. - 8657990136

Roles and Responsibilities • To ensure dealing is done as per rules and regulations of authorities & all confirmations of the trade is done on daily basis. • Ability to directly build and manage client relationships. • Advice clients on products of the company & cross sell the products. • Addressing client queries, work on reactivation of the clients. • Focus on revenue generation. • NISM VIII certification is mandatory. Skills Required • Must possess experience in same industry. • Good Communication - Verbal & Non-Verbal • Self-Motivated. • Graduate

Job Specifications Role Designation: Sr. Advisor Department: PCG Company: MOFSL Function: Advisory Reporting to: Group Advisory Leader-PCG Location: Hyderabad, Bangalore Job Purpose Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment Key Deliverables 1. Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) 2. Research Reports based advisory along with client meeting and client upgradation/Client relationship. 3. Ensure adherence to equity advise delivery processes for PCG customers 4. Pass on ground customer feedback to the Senior PCG advisor 5. Support the sales team in delivering specialized advise to PCG customers in a joint manner. Role Requirements o Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM, NISM 8, Currency o Experience: 8+ Years in Financial Markets o Domain Knowledge: Understanding of capital markets o IT Skills: MS Office

We Have an multiple openings for South region . Pl find the Job description mentioned below - Position : Equity Dealer | Relationship Manager | Sales Manager Location : Chennai | Coimbatore | Hyderabad MEASURES OF SUCCESS/KRAS (KEY RESPONSIBILITY AREAS) 1.Execute the orders on behalf of clients by doing Pre trade post trade confirmation. 2.Responsible to achieve brokerage revenue of CTC. 3.Opening new D'mat and trading accounts of clients through self sources and through the company's leads. 4. Client Reactivation. 5. Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 6.Responsible for achieving maximum sales target assigned thus ensuring profitability of Initial Public Offering (IPO) & Mutual Fund business and deals in all the cross sales at SMC. 7. Candidate should be Graduate + Certified NISM 8 Equity Derivatives module. Job Requirements: 1. Candidate should be Graduate & Certified NISM 8 (Equity Derivatives) 2. Min Experience required at least 1yrs in broking /share market. Sales Manager : Role & responsibilities 1. Evaluating and assisting in achieving the Teams Targets. 2. Accomplishment of revenue targets of Relationship Manager, 3. Accomplishment of Account opening targets & Cross Selling target of Relationship Manager, 4. Accomplishment of AUM (Asset Under Management) of Team 5. Keeping the Clients satisfied and updated about their Trading related details and queries - for himself/herself & team 7. Success Ration of his/her team. 8. Number of Complaints received against his Team. 9. Ensure Daily Sales Reports in CRM software. 10. MIS and data updating and protection. 11. Team build up & Development Job Requirements: 1. Candidate to come along with his/her team at least 3people 2. Candidate should be Graduate & Certified NISM 8 (Equity Derivatives) 3. Min Experience required at least 3yrs in broking /share market. Interested Candidate can share their CV at payelbarat@smcindiaonline.com or can WhatsApp at 9711920057

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 8422827224 or share CV on rahul.jani@tradebulls.in

HR Manager Monika - 9911377334 Trading on behalf of clients. investment advice to the potential and existing clients. Reactivation of dormant clients. Execute the orders on behalf of clients by doing pre trade post trade confirmation. @ 9911377334 Required Candidate profile Generate brokerage by equity/commodity, currency advisory. Hiring for leading Broking firm for entire Bihar, Chhattisgarh, Assam, Tripura, Meghalaya, Jharkhand, Sikkim. email ncrhr@outlook.com

- Managing & handling ultra high-net-worth clients portfolio. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 years of experience in equity dealing with indian broking company. - Excellent understanding of financial markets.