1236 Equity Advisory Jobs - Page 7

Job Title : Equity Dealer Department : Business Development - Retail Reports To : Head of Trading / Branch Manager / Senior Dealer Employment Type : Full- Time JOB RESPONSIBILITIES : Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients. Business/ Operational/ Functional/ Financial Perspective execute the orders on behalf of clients by doing pre trade post trade confirmation. 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 relations...

-Advise client about trading -Handling clients via providing recommendations and trading related services. -Handling and meeting clients and giving training on How to trade Online through various Trading Applications. -Handling Customers Query Regarding "Before trade and After Trade" through Inbound calls / outbound calls -Provide insights, updates, and recommendations based on market movements and analysis. -Evaluate financial risks and decide on trading based on available data. -Attain thorough knowledge about stock market terms and trading practices. -Execute trading orders (equities, derivatives, or commodities) accurately and timely as per client instructions. -Communicate with clients ...

Interested Candidates can share their cv on rahul.jani@tradebulls.in or WhatsApp on 7016615213.

Role & responsibilities: Advising existing clients on Commodity product. Passing on research calls and engaging clients to trade into commodity. Creation of revenue through effective Advisory. Preferred candidate profile Qualification: Graduation (Min 1 Year experience in BFSI) Freshers from Finance stream are welcome to apply Willing to work in shifts (Morning shift - 8.30 am to 5.30 pm / Evening shift - 3.00 pm to 12.00 am)

Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. Ensure best services to the Partners (Franchisees, IFAs, Remisers). Help distributors on joint calls.

Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. Ensure best services to the Partners (Franchisees, IFAs, Remisers). Help distributors on joint calls.

Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. Ensure best services to the Partners (Franchisees, IFAs, Remisers). Help distributors on joint calls.

Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. Ensure best services to the Partners (Franchisees, IFAs, Remisers). Help distributors on joint calls.

Looking for 45+ Age Indians or Visionary Professionals seeking reliable 2nd income post retirement Proven Leadership/HR skills preferred Unlimited earning potential without investment Full office support, amenities and employee benefits Required Candidate profile Interested prospects shall be briefed the virtually on Zoom Call All Indian Citizens around 45 years preferred Should possess good interpersonal skills Must be comfortable in Hindi and English

Equity sales to all clients of branch 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 Required Candidate profile Thanks and Regards, Dolly Satra Intact Search 7977387204 dolly.intactsearch@gmail.com

Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clie...

Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clie...

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

- 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 - Candidate Preferred from Western Line / Mumbai Suburbs - Freshers can apply

Role/Profile Privilege Dealer Job Title/ Designation Assistant Manager/ Deputy Manager Company Profile https://anandrathi.com/ Location Hyderabad,Visakhapatnam SUMMARY: - The Privilege Dealer help clients execute their buy or sell orders. PRIMARY JOB 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 Queri...

Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: ESSENTIAL DUTIES & RESPONSIBILITIES Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clients f or maintaining relations o References from existing clients to acquire new clients o Proper confirmations of trades to clients on daily basis. o NISM 8 certification is mandatory o Graduate / Post graduate with min...

1) Execution of trade orders on behalf of clients. 2) Building Relationships with clients. 3) Generating brokerage and volume. 4) Candidates from Broking company Only 5) New Client Acquisition 6) B.Com / MBA in Finance with min 2yr exp in Equity Required Candidate profile Increasing the client base, revenue and market share in the branch Increase the Pool, Large Self Trader clients and corporate customers, with the Team and Personal Network WhatsApp resume @8178625925

- Training in fundamental, technical, and practical stock market concepts - Live market sessions and hands-on terminal exposure Internship with a Fixed 10,000 stipend - Placement support in roles like Finance Analyst, Equity Dealer, Research Associate

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + other benefit 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. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.shachi@gmail.com if you are interested for the mentioned Job Role. you can call also on 8176899035

Job Title: Equity Dealer|| 5Days working - On Role 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 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 . Gi...

Greetings from SBI CAP SECURITIES ..!!!! We have Opening of Equity Dealer in our organization Location - Ahmedabad , Surat, Rajkot, Mehsana CTC Budget - As per Company standard Qualification - Graduation with NISM8 Certification Age - 39 years Experience 1 to 4 years *Job Description* Communicating Intra-day Trading Calls And Investing Customers Individually Operate NSE/BSE Terminals Ability To Advise The Clients From Time To Time Based On The Research Advices. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation Interested candidate can share their cv at Monika.Singh1@sbicapsec.com or contact 7470303706

Role & responsibilities Trade execution: Buy and sell equity securities on behalf of clients in a timely and accurate manner. Market analysis: Monitor and analyze market conditions, trends, news, and economic data to make informed trading decisions. Client management: Build and maintain client relationships, understand their investment goals, and provide them with financial advice. Portfolio management: Manage and review client portfolios to ensure they align with financial goals. Risk management: Implement strategies to mitigate risks associated with trading activities and ensure trades comply with risk limits. Compliance: Ensure all trading activities and transactions comply with relevant ...

Equity Advisor -Mutual Funds - Budget 3 LPA to 5 LPA Work location - Delhi. Banglore. Chennai & Ahemdabad . Mumbai and Hyderabad Graduate degree with minimum 6 months to 3yrs maximum in mutual funds Sales/ Deemat Account Sales/SIP Sales/Equity Sales/Insurance Sales. Excellent English Speaking skills + Hindi + Local State language Age limit not above 32 yrs DL + Own 2- Wheeler Call 8377024167 OR brdassociates@workmail.com

1) Execution of trade orders on behalf of clients. 2) Building Relationships with clients. 3) Generating brokerage and volume. 4) Candidates from Broking company Only 5) New Client Acquisition 6) B.Com / MBA in Finance with min 2yr exp in Equity Required Candidate profile Increasing the client base, revenue and market share in the branch Increase the Pool, Large Self Trader clients and corporate customers, with the Team and Personal Network WhatsApp resume @8178625925

Role & responsibilities Trade Execution: Placing equity and derivative orders on behalf of clients. Providing end-to-end advisory services with a focus on AUM product penetration. Cross selling of third-party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) Preferred candidate profile Educational Qualifications: Graduate with minimum 55% Experience: 2+ Years experience in HNI broking Domain Knowledge Equity and derivative markets, Broking and operations, Client risk profiling, Fundamental and technical analysis IT Skills: Proficiency in Trading Applications, MS Office Additional Certification: NISM Series VIII Equity ...