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1.0 - 6.0 years
3 - 5 Lacs
Kanpur
Work from Office
Interested candidates can mail their updated resumes on pushpendra.solanki@sbicapsec.com Whatsapp: 9116539974 Designation: Equity Dealer Location: Kanpur Certificate: NISM 8 (Equity Derivatives Certification) Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Research Information And Market Outlook, Order & Trade Details, And Confirmations. 9. Identify And Develop New Streams For Equity Revenue Growth And Maintaining Cordial Relationship With Existing Clients. 10. Developing Relationship With HNI Clients And Generating Leads Through References. 11. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation
Posted 1 month ago
5.0 - 10.0 years
6 - 9 Lacs
Kolkata
Work from Office
Job Title Equity Dealer Salary INR 50,000 to 70,000 per month Job Description - Execute equity and derivative trades on various stock exchanges (NSE, BSE, MCX) on behalf of clients promptly and accurately. Monitor and analyze market trends and company performance to keep clients informed about potential investment opportunities and risks. Skills Required: Relevant certifications such as NISM Series-VIII Equity Derivatives or equivalent will be advantageous Microsoft excel/word skill Qualification Any Graduates
Posted 1 month ago
5.0 - 10.0 years
4 - 8 Lacs
Varanasi
Work from Office
Responsibilities: * Lead branch operations & team handling * Ensure compliance with NISM standards * Manage client relationships & equity advisory services * Achieve revenue targets through brokerage generation /Team Targets Provident fund Sales incentives Annual bonus
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
Kolkata
Work from Office
Responsibilities: -Acquire new clients through referrals from existing customers and the Open Market -Cross-sell investment products Like LI, HI, Unlisted Shares and MF -Generate brokerage firstly through providing IIFL research research to clients
Posted 1 month ago
1.0 - 6.0 years
3 - 6 Lacs
Kolkata
Work from Office
Job description Role & responsibilities Handle High Net worth Customers Activation and Revenue Generation Cross selling: Mutual Funds, PMS, NCDs, Corporate Bonds & Other Investing Products to high Net worth Customers New Client Acquisition Building of MTF Book. Preferred candidate profile NISM VIII, NISM V, Currency certification are mandatory Prior experience of working in a similar set up preferred. Should be willing to work in a target driven role & should be a go getter. Regards Rangan Som Human Resources Axis Securities | Macmet House |10B O.C. Ganguly Sarani |3rd Floor| Kolkata - 700 020 Mobile - 9064644373
Posted 1 month ago
4.0 - 9.0 years
4 - 8 Lacs
Noida, New Delhi, Delhi / NCR
Work from Office
Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + Location - 13th Floor - A, Statesman House, Barakhamba Road, New Delhi - 110001 Noida - ANSAL FORTUNE ARCADE, Unit no = MZ 52 To 63, MEZZANINE FLOOR, ANSAL FORTUNE ARCADE SECTOR 18, NOIDA PIN- 201301 UTTAR PRADESH 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 candidate can share there updated resume at devashree.lad@hdfcsec.com
Posted 1 month ago
3.0 - 10.0 years
5 - 12 Lacs
Bengaluru
Work from Office
Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyPrepare and present performance reports, investment strategies, and market outlooks to clients and senior management.
Posted 1 month ago
2.0 - 7.0 years
4 - 9 Lacs
Hyderabad, Bangalore Rural, Bengaluru
Work from Office
Equity Advisor / Dealer | reputed stock broking group | Hyderabad & Bangalore Role & responsibilities To trade on behalf of customers with their consent in Equity & Derivative segments. Manage clients day-to-day trades & investments. Ensure activation of mapped clients. The candidate will operate from the terminal Candidates need to have a client base. Interact with mapped DIGI Partners and help them build client wise trading strategy & execute the same. 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. Ability to support, and collaborate with partners to drive client trading activity. Apply Now!!
Posted 1 month ago
1.0 - 5.0 years
2 - 5 Lacs
Bhopal, Gandhinagar
Work from Office
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 . 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. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, Broking revenue, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Ensure at least one client meeting per day is done. Preferred candidate profile
Posted 1 month ago
8.0 - 13.0 years
8 - 13 Lacs
Jaipur, Rajasthan, India
On-site
Equity Advisory Manager HNI | Reputed Broking Company Location - Jaipur CTC - Based on current Role & responsibilities Acquisition of HNI & Ultra HNI clients and generate broking revenue through Equity / Commodity / Currency market segments. Handle Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk Managing new and existing HNI client relationships with efforts on revenue generation through Equity and other channels Monitor clients portfolio and render advisory services. Execute Cross Sell Preferred candidate profile A graduate / post grad ( pref ) with 8 - 10 years in relevant experience with min 4 years in team handling.
Posted 1 month ago
1.0 - 6.0 years
1 - 5 Lacs
Hubli, Bengaluru, Belgaum
Work from Office
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). Competencies Required A. Good spoken and written communication. B. listening skills. C. Confidence and Presentation skills. D. Ability to explain information clearly and simply. E. Convincing skills. Essential Educational & Experience Qualification A. Graduation & dealing experience in broking domain. B. NISM 8. ************************************************************************************************************************************************************** Interested candidate can share your CV to Priyanka.R@sbicapsec.com ******************************************************************************************************************************************************************
Posted 1 month ago
1.0 - 6.0 years
1 - 6 Lacs
Mumbai City, Maharashtra, India
On-site
Role & responsibilities Channel Manager/ BDM | reputed Broking company | upto 7L Acquisition of Franchisee, DIGI partners & Remisier. Generating business from these partners. Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc. Preferred candidate profile Minimum 1 year in the broking industry with B2B experience preferred. Strong understanding of equity broking, mutual funds, PMS, and investment products Only broking profiles are accepted NISM 8 certification is mandatory
Posted 1 month ago
1.0 - 6.0 years
1 - 6 Lacs
Delhi, India
On-site
Role & responsibilities Channel Manager/ BDM | reputed Broking company | upto 7L Acquisition of Franchisee, DIGI partners & Remisier. Generating business from these partners. Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc. Preferred candidate profile Minimum 1 year in the broking industry with B2B experience preferred. Strong understanding of equity broking, mutual funds, PMS, and investment products Only broking profiles are accepted NISM 8 certification is mandatory
Posted 1 month ago
2.0 - 7.0 years
2 - 7 Lacs
Chennai, Tamil Nadu, India
On-site
Retail- RM - Equity Advisor Location: Chennai, Bangalore, Kolkata, Mumbai & Delhi Designation: RM Advisor Roles and Responsibilities: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engagement strategies. Ensure timely collection of margins and market-to-market losses. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a solid understanding of financial products and market trends. Must not have any self-trading experience. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and achieving sales targets. Prior experience in the broking industry is essential.
Posted 1 month ago
2.0 - 7.0 years
2 - 7 Lacs
Delhi, India
On-site
Private Client Group - Equity Advisor Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Equity Advisor (PCG) Roles and Responsibilities: 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. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a strong understanding of financial products and market trends. Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must.
Posted 1 month ago
2.0 - 7.0 years
2 - 7 Lacs
Hyderabad, Telangana, India
On-site
Private Client Group - Equity Advisor Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Equity Advisor (PCG) Roles and Responsibilities: 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. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a strong understanding of financial products and market trends. Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must.
Posted 1 month ago
5.0 - 10.0 years
80 - 150 Lacs
Mumbai
Work from Office
- Interacting with Institutional client's i.e MFs, Insurance Cos, Banks, FII for regular business. - Maintaining cordial relationship with Dealers, HODs, and Fund managers and coordinating
Posted 1 month ago
2.0 - 6.0 years
2 - 7 Lacs
Kolkata
Remote
- Acquire new clients through referrals from existing customers and the Open Market - Cross-sell investment products Like LI, HI, Unlisted Shares, Equity and MF - Generate brokerage primarily through providing IIFL research to clients Required Candidate profile Minimum 3 year of experience in equity markets. NISM certification is mandatory
Posted 1 month ago
2.0 - 6.0 years
2 - 7 Lacs
Kolkata, Pune, Bengaluru
Work from Office
- Acquire new clients through referrals from existing customers and the Open Market - Cross-sell investment products Like LI, HI, Unlisted Shares, Equity and MF - Generate brokerage primarily through providing IIFL research to clients Required Candidate profile Minimum 3 year of experience in equity markets. NISM certification is mandatory
Posted 1 month ago
4.0 - 9.0 years
7 - 12 Lacs
Hyderabad, Bengaluru
Work from Office
Must be NCFM / NISM certification Should have handle HNI/UHNI portfolio's Must have a Branch manager experience of min 2yrs with a stock-broking firm. Candidate should be familiar with Local language & expose to local market Required Candidate profile Must be a Graduate with NISM certification A good team leader Should have thorough knowledge of Local Capital Market. Candidate should have good understanding of Equity related Sales & processes.
Posted 1 month ago
1.0 - 6.0 years
5 - 12 Lacs
Guwahati, Bhubaneswar, Kolkata
Work from Office
*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Execute equity trades orders *Advising client based on Research report * Cross Selling Mutual Funds /SIP/PMS(No Insurance) Required Candidate profile * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***
Posted 1 month ago
1.0 - 6.0 years
2 - 5 Lacs
Chandigarh, Ahmedabad, Delhi / NCR
Work from Office
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 : Chandigarh, Ahmedabad, Delhi. 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
Posted 1 month ago
2.0 - 7.0 years
4 - 7 Lacs
Thane, Mumbai (All Areas)
Work from Office
*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
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Kolkata
Work from Office
Roles and 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 -Candidates with experience in Direct Channel and own customer base is preferred. Perks and benefits -As per company norms.
Posted 1 month ago
2.0 - 3.0 years
3 - 5 Lacs
Thane, Mumbai (All Areas)
Work from Office
Urgent hiring for Equity Advisors/dealers Manage and execute equity trades on behalf of clients Develop and maintain relationships with clients, understanding their investment needs Provide market insights and investment advice Suvarna - 9502739374 Required Candidate profile Mandatory to have NISM Series 8 certification Person Should have min 2 years of Exp in Broking Industry In depth Knowledge about trading in Derivatives Have a strong & disciplined approach to Sales
Posted 1 month ago
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