486 Equity Advisory Jobs - Page 9

JOB DESCRIPTION JOB PROFILE : Relationship Manager Dealing 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. 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 relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business. Responsible to ensure all activities are in adherence as per Compliance. 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. Responsible for reactivation of dormant clients. & Ensure growth in clientele by converting leads. To enhance profitability of the business by ensuring cross selling of other products of the organization like mutual funds, insurance, FD, IPO, PMS etc. Any Graduate/Post Graduate with 1-3 years of relevant work experience within the same industry type KEY RESPONSIBILITY AREAS : 1. Revenue Generation through: • Reactivation • Portfolio Management • Mutual Funds • Client Acquisition • Brokerage 2. Client Retention 3. Adherence to compliance 4. Customer Relationship Management 5. Reactivation % 6. Cross Selling Contribution 7. Accuracy & Timeliness in maintenance of MIS 8. Accuracy & Timeliness updating data on CRM software 9. Effectively mapping clients requirements and providing them requisite services. Interested candidates kindly drop your resume on mail Id: debalinasaha@smcindiaonline.com or WhatsApp: 9147159769

JOB DESCRIPTION JOB PROFILE : Relationship Manager Dealing 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. 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 relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business. Responsible to ensure all activities are in adherence as per Compliance. 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. Responsible for reactivation of dormant clients. & Ensure growth in clientele by converting leads. To enhance profitability of the business by ensuring cross selling of other products of the organization like mutual funds, insurance, FD, IPO, PMS etc. Any Graduate/Post Graduate with 1-3 years of relevant work experience within the same industry type KEY RESPONSIBILITY AREAS : 1. Revenue Generation through: • Reactivation • Portfolio Management • Mutual Funds • Client Acquisition • Brokerage 2. Client Retention 3. Adherence to compliance 4. Customer Relationship Management 5. Reactivation % 6. Cross Selling Contribution 7. Accuracy & Timeliness in maintenance of MIS 8. Accuracy & Timeliness updating data on CRM software 9. Effectively mapping clients requirements and providing them requisite services. Interested candidates kindly drop your resume on mail Id: debalinasaha@smcindiaonline.com or WhatsApp: 9147159769

Job Description Position / Job Title Relationship Manager- Equities Designation Officer/ Executive/ Assistant Manager/DM/Manager/Senior Manager Department Branch Dealing Sub Department Branch Dealing Reporting To (title) Branch Manager Superiors Superior (title) Cluster Head/ State Head Location Date Job Purpose To render financial services to customers to generate revenue through brokerage and third party products. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products Equity/ Currency/ DYSIP/ TPP and any other new product launched. 3CustomersActivation of customers, servicing and retention. Average of 250-350 customers mapped per RM. Job Context & Major Challenges What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Department/Zone?Context: HSL is a financial intermediary, where customers use the services to invest their funds in different asset class (equity, debt, gold, currency, real estate.). This job frontends clients servicing and trading on behalf of clients. Challenge: Retaining of customers in competitive markets. Ensure Compliance while serving the customers. Dynamic market conditions. Principal Accountabilities AccountabilitySupporting Actions Revenue generation Achieve Targets Achieving the targets by generating brokerage through dealing. Generating revenue through third party products. Compliance Adhere to dealing room conduct as prescribed by the HSL. Ensure the internal processes and systems are followed. Maintaining VRS records for all the trades. Following the code of conduct. A nti M oney L aundering. Ensure proper certification and renewal. Relationship Management Conduct client visits and HDFC Bank branch visits for maintaining and building the relationships. Prompt service to the clients. Advising and updating customers with daily movements in the stocks, with the help of research. Managing the portfolio of clients with minimal errors/ losses. Activating dormant clients. Database Management Maintain all records as per guidelines Maintain records of all mapped customers portfolio. Maintain records of all branch visits/ customer visits. Furnish necessary reports to the Branch Manager. Coordinating with Risk Team For limit enhancement. Approval for illiquid and T group shares. Collateral holds Pay-in and pay-outs of securities and funds. Job Purpose of Direct Reports NA Relationships (If Applicable) InternalFrequencyNature Risk Team Research Team Operations Cluster heads/ BM Product teamDaily Daily Daily Daily RegularlyCoordination Get insight about the market movements. Coordination Daily operations Need basis ExternalFrequencyNature Customers Bank Representatives Product Principal Daily Daily RegularlyServicing Partnering Product update. Organization Structure (Map reporting position, peers- reporting to the same position and subordinates) Head of the Department Regional Head Cluster Head/ State Head Branch Manager Area Sales Manager Relationship Manager Sales Officer Signature Name (Job Holder) (Job Holders Supervisor) Date Job AnalystName: Signature:

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager/Equity Dealer/HNI Dealer CTC- upto-5 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 an updated CV on apex.asmita@gmail.com if you are interested in the mentioned Job Role. you can also call on 7052551753 .

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 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 an updated CV on apex.darshil@gmail.com if you are interested in the mentioned Job Role. you can also call on 8127854413 (whatsapp)

Dear Candidate, Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager 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. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.unnati@gmail.com if you are interested for the mentioned Job Role. you can call also on 9506943818

Job Title: Equity Dealer and Relationship Manager Job Summary: We are seeking a dynamic and client-oriented Equity Dealer and Relationship Manager to join our growing team. The ideal candidate will be responsible for executing trades, managing client relationships, and ensuring all activities are in strict compliance with regulatory standards. This dual role requires a basic understanding of the equity markets, exceptional communication skills, and a commitment to providing outstanding service to our clients. Key Responsibilities: Trade Execution: Accurately and efficiently execute buy and sell orders for clients in equities, derivatives, and other financial products on behalf of the firm. Client Relationship Management: Act as the primary point of contact for a portfolio of clients. Proactively connect with clients. Provide clients with timely market updates and relevant information to support their investment decisions. Build and maintain long-term, trusting relationships with clients. Business Development: Identify opportunities to acquire new clients and grow the firm's assets under management. Promote and cross-sell Motilal Oswal's range of financial products and services, including mutual funds, PMS, and insurance. Compliance and Risk Management: Ensure all trading activities adhere to SEBI regulations and internal compliance policies. Maintain accurate records of all client interactions and transactions. Stay updated on the latest market regulations and compliance requirements. Reporting: Prepare and present regular reports on client portfolios and trading activities to the management. Qualifications and Skills: Education: Bachelor's degree in Commerce, Finance, Business Administration, or a related field (fresher can also apply). Skills: Excellent communication skills. Strong analytical and problem-solving abilities. High level of integrity and professional ethics. Ability to work effectively in a fast-paced and target-driven environment. Proficiency in MS Office Suite.

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 cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers 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. - 8655744351

- Managing & handling ultra high-net-worth clients. - 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.

Greetings from APEX SERVICES Designation- Assistant manager/Deputy manager Role- Equity Dealer/HNI Dealer CTC- upto-5.50 LPA + 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 clients for 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 minimum 1 yr exp in Equities. 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 Location-Amritsar,Hisar,Ludhiana,Chandigarh,Fatehabad,Sikar,Udaipur,Kota,Jodhpur,Jaipur, Udaipur,Bhilwara,Bhiwani,Ajmer,Moradabad,Varanasi,Lucknow,Kanpur,Prayagraj.Gorakhpur,Saharanpur,Meerut,Dehradun,Indore,Delhi,Noida,Faridabad,Gurgaon

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer/HNI Dealer CTC- upto-4.5 LPA + incentive + other benefit Key responsibilities and accountabilities 1. Will be responsible for sourcing & deepening relationships from existing customer base of Bank customers 2. Will be responsible for selling Equity based investment products to this set of customer base. 3. Will be responsible to develop business, maximize revenue generation & achieve sales targets 4. Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. 5. Responsible for servicing and generating references from the partner bank Channel customer base. Skills & Knowledge 1. Graduate / Post graduate with minimum 1 year of experience in sales role. 2. Should have good communication & presentation skills. 3. Should be a self-starter, proactive & target oriented. 4. Should possess strong networking & relationship building skills Kindly reply with your updated CV on apex.snehil@gmail.com if you are interested in the mentioned Job Role. you can call also on 8756632966

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

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.

Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + 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 (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills. Interested candidates can share there updated resume at devashree.lad@hdfcsec.com

Relationship Manager/Senior Relationship Manager - PBG & NRI (Emerald Desk - HNI & UHNI) Experience required : 4 Years + 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 (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills. Interested candidates please share updated resume at devashree.lad@hdfcsec.com

Hiring for entire Gujrat Ahmedabad, Pune, Vadodara, Aurangabad, Nagpur, Surat Contact @ 9911377334 mail @ ncrhr@outlook.com * Place order on behalf of clients * Activation & Revenue Generation * Cross selling * Terminal & Stock Broking knowledge

• 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.

*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (No Insurance) Required Candidate profile * Min 1 year experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***

- Managing & handling ultra high-net-worth clients. - 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.

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

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

Location - Mumbai Mandatory - NISM 8 & Telugu or Bengali Language Role & responsibilities Key Responsibilities 1. Equity Dealing and Order Execution: Execute equity and derivatives trades accurately on behalf of clients within regulatory guidelines. Ensure timely and error-free order placement through trading platforms. Monitor real-time market trends and provide updates to clients for informed decision-making. 2. Client Relationship Management: Build and maintain strong relationships with retail and high-net-worth (HNI) clients. Understand clients investment goals, risk appetite, and financial needs to provide personalized trading solutions. Handle client queries regarding portfolio performance, account statements, and trading strategies. 3. Advisory Support: Provide clients with insights on equity markets, investment opportunities, and trading strategies. Suggest appropriate financial products and portfolio adjustments based on market trends and client needs. Assist clients in managing risk through hedging strategies and diversification. 4. Revenue Generation: Achieve individual and branch-level revenue targets through brokerage and advisory services. Focus on upselling and cross-selling equity and allied products such as mutual funds, insurance, and other investment instruments. 5. Compliance and Risk Management: Ensure all transactions adhere to regulatory and compliance norms (SEBI, NSE/BSE, etc.). Maintain accurate records of client interactions and trade orders in line with audit requirements. Monitor client trading behavior to mitigate potential risks such as margin shortfalls or speculative trading. 6. Market Monitoring: Stay updated on market trends, economic developments, and corporate actions that may impact equities. Analyze market news and events to share actionable insights with clients. Candidate's Profile: 1+ years of experience in equity market, wealth management, etc. Strong knowledge of trading platforms (e.g., NSE NOW, ODIN, or similar).

Immediate and Urgent requirement Senior Relationship Manager Job Location - Ahmedabad / Navrangpura Office Address: SF 201, ABC-3, Opp Sardar Patel Nagar, Opp. Hotel Nest, Off C G Road, Navarangpura, Ahmedabad - 380009 Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate Minimum 4+ Years of experience in Equity Dealing NISM VIII, NISM VA, IRDA Certification Salary Best in Industry. Interested candidate can share their resume at monikarathod@hdfcsec.com

Role & 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 . Giving confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.

The Equity Advisor Is Primarily Responsible For. Acquiring Large Trader Clients with high margin. Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities. Ensuring efficient and prompt management of orders based on customer request. Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds. Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch.. Day to day approvals w.r.t to limits, commercials. Shifting offline customers to online.. The critical skill sets required to meet these challenges are strong understanding of equity markets, basic understanding of options and derivatives, meticulousness, pro-activeness, ability to work under pressure and superior communication skills. Comfort with OMNESYS, ODIN, NEAT, BOLT is highly preferable. The education & experience required to fulfil this profile are a Graduate with minimum 2yrs of dealing/execution and acquisition of large Trader clients experience in the broking industry. NISM VIII Series certification in Capital Markets / Derivatives is mandatory as per Exchange regulations.. KRA's. 1-Acquire new customers and generate broking revenues as per targets. 2-Strictly follow the Deal Desk Process -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 management of orders, execution of transactions and reporting of trades in Equities, Equities IPOs and Equities related products.. To participate in daily research calls and keep all customers updated with In-house research recommendations only.. To caution the clients against positional losses as per research and risk recommendations and minimize losses to customers.. To maintain a symbiotic relationship with all the internal stakeholders such as RMS, Surveillance, funds and Ops teams for resolution of all trade and funds related issues.. To ensure settlement of daily obligations and advise the clients on their margins limits, on mark to market losses, brokerages, margins available etc.. To strictly adhere to all risk & surveillance and Deal desk processes.. To encourage & facilitate clients to migrate from offline to online trading by providing training and comfort.. To encourage clients to download mobile app/browser, transact, access reports and information pertaining to their account on the internet.. 3-Activate new clients for broking relationships and ensure seamless servicing. 4-Cross Sell of company's Products. Requirements. Candidate should be local and minimum 2 years of experience from any Broking industry.. NISM -8 mandatory. Graduation. Client Acquisition. Age-Max 40. CIBIL-650. Location-Kanpur, Lucknow, Chandigarh, Ludhiana, Delhi, Gurgaon, Jaipur.. Benefits. As per Industry. Show more Show less