744 Equity Broking Jobs - Page 18

1)Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2)Update clients for orders and trade on the recorded line. 3)Maintain active clients as per the defined norms. 4)Activate dormant clients. 5)Ensure resolution of clients query. 6)Maintain records of business on internal software. 7)Liaison with branches for revenue generation and query resolution 8)Follow guidelines of Risk management and Settlement 9)Ensure compliance as per various regulator and organization guidelines. 10)Acquire quality clients through networking, database, market intelligence and references from existing clients. Minimum 2 year - In a Stock Broking Firms _ Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Risk, Regulation, investments products - Mutual Funds, PMS Location : - GOA, Delhi, Vadodra, Chennai,Kolkata,Pune,Udaipur,Jodhpur,Jaipur,Ahmedabad,Surat

1) Growth of Revenue and Market Share, 2) Assigned Business Partners should have Commodity Terminal, 3) Travel across assigned branches at regular interval, 4) Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, 5) To ensure proper mapping of Commodity/Currency Clients to all RMs (equityCommodity), 6) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- 7) Minimum 60% client activation in Commodity and Currency on M+2 basis, 8) Position tracking of Clients of assigned Branches and franchisee on daily basis and informing the BM/Franchisee owner and thereafter to the specific HNI Client about any adverse opposite position. Knowledge of Commodity Market, Commodity Derivatives trading through MCX. NCDEX, Channel Management Skills - IFD (Independent Financial Distributors), IFA (Independent Financial Advisors), B2B Channel (Partner . Franchisee, IFD/IFA). Location : Ahemdabad, Delhi, NCR, Mumbai,Bengaluru,Hyderabad,Chennai,Kolkata,Pune

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) 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. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3. Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . 4. Need to have good communication skills. 5. Need to have ability to learn and update regularly on Capital Markets. 6. Desired to achieve sales target. _ Location: Ahemdabad, Delhi, Trivendrum,Mumbai,Surat,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur,Indore,Kochi

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 10) Ensure compliance as per various regulator and organization guidelines. 11) Acquire quality PCG clientsn with minimum investment potention Location: Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur,Chandigarh,Delhi, NCR, Vadodra,

Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Location- Mumbai,Ahmedabad,Chennai,Bengaluru,Hyderabad,Kolkata, Pune,Lucknow, Jaipur,Indore,Kochi,Delhi, Trivendrum 1. Should be from Equity Broking Industry with minimum of 4-5 Years of team handling experience in B2B viz. Partner Alliance (Franchisees, IFAs) 2. Experience of selling Equity broking products along with Mutual Funds, PMS, AIF etc needed. 3. Need to have good communication skill. 4. Need to have ability to learn and update regularly on Capital Markets. 5. Desired to achieve sales target.

Position - VP AVP DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee IFA), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity Currency/ Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis. 6) Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable 7) Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory 8) Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity. 1) Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. 2) Existing Relationship Manager Team Leaders, having. Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies. Location - Vadodra, Delhi, Trivendrum, Mumbai,Thane,Navi Mumbai,Ahmedabad,Surat, Kolkata,Bengaluru,Chennai,Hyderabad,Pune,Kochi,Jaipur,Indore.

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. Location- Surat,Ahmedabad,Chennai,Bengaluru,Hyderabad,Mumbai,Kolkata,Pune, Trivendrum, Delhi, Vadodra Exp.- Candidates with Min 5 - 8 Yrs having deep knowledge of MF, PMS and other Equity product. Preferably should be from Wealth Management background. Education- BFM MCOM MBA Finance or equivalent , with NISM - 5A & 8 certification

1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 1) Need to improve and maintain the client activity ratio by activating clients across the segments. 2) Ability to co-ordinate with different teams. 3) Need to have a channel management skill. 4) Should be Team Leader, who is able to hire and train new Relationship Managers 5) Strong analytical skills to interpret business information 6) Handling Team of NRI Relationship Managers 7) Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds, Location-Mumbai,Chennai,Bengaluru,Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore,Telangana, Delhi, Trivendrum, Vadodra

1) Growth of Revenue and Market Share 3) Travel across assigned branches at regular interval 4) Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, 5) To ensure proper mapping of Commodity/Currency Clients to all RMs (equity /Commodity) 6) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- 7) Minimum 60% client activation in Commodity and Currency on M+2 basis 8) Position tracking of Clients of assigned Branches and franchisee on daily basis and informing the BM/Franchisee owner and thereafter to the specific HNI Client about any adverse / opposite position. 9) Knowledge of Commodity Market, Commodity Derivatives trading through MCX. NCDEX, Channel Management Skills - IFD (Independent Financial Distributors), IFA (Independent Financial Advisors), B2B Channel (Partner . Franchisee, IFD/IFA). Location-Mumbai,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Ahemdabad, Delhi, NCR

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts Location : - Delhi, Ahemdabad, Trivendrum, Bengaluru, Hyderabad, Pune, Kochi, Jaipur, Indore

PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment Products 1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) 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. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. Candidate Profile 1). Should be from Equity Broking Industry with minimum of 2 years of experience. 2). Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3). Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . 4.) Need to have good communication skills. 5). Need to have ability to learn and update regularly on Capital Markets. 6). Desired to achieve sales target. _ Location-Mumbai,Surat,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur,Indore,Kochi,Ahemdabad, Delhi, Trivendrum

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product & Research central team, he will act as a bridge and knowledge centre for all Product Research communications. 9) To ensure that requisite product & customer engagement trainings are imparted in various branches in conjunction with the HR dept (L&D), 10) To supervise and ensure compliance of all critical transaction sale of Mutual Funds, AIF, PMS, 11) To ensure adequate documentation of all transactions and coordinate with various stakeholders for smooth operations. 12) To share regular performance dashboards with the RHs ZH. Location : Delhi,Bengaluru,Mumbai,Hyderabad,Chennai,Kolkata,Ahmedabad

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Equity Brokerage and Cross Selling Targets of Investment viz Mutual Funds, PMS, AIF, Loan products, Corporate FDs. 3) Disimination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. Location: Chennai,Bengaluru,Surat,Mumbai,Hyderabad,Ahmedabad,Kolkata,Pune,Trivendrum, Delhi, Vadodra

SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & Investments 1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity 5. Understanding of clients profile and suggest Portfolio/ Asset Allocation. 6. To improve and maintain the client activity ratio by activating clients across the segments 7. Ability to coordinate with Third Party Product Manufacturers, and all the stake holders. 8.Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products Candidate Profile 1. Graduate Post Graduate 2. Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products. 3. Should have in-depth understanding of micro & macros moreover expertise in stock, sector and overall market (Global & Domestic) Location-Kolkata,Mumbai,Bengaluru,Hyderabad,Chennai,Pune,Jaipur,Ahmedabad,Delhi, Telangana, Vadodra

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 6) Maintaining client relationships and generate AUM from HNI UHNI clients. 7) Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients. 8) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 9) To coordinate with product and research team for taking investment decision for the clients. 10) To conduct and assist in organizing seminars, workshops and other business development activities. Location: Ahmedabad,Surat,Mumbai,Thane,Navi Mumbai,Kolkata,Bengaluru,Chennai,Hyderabad,Coimbatore,Pune,Kochi,Rajkot,Delhi, Trivendrum, Vadodra,

Note: Only apply if you have equity dealing experience As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new cliental base and drive wealth business equally. Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Job Specification : Good communication (verbal and written) skills Ability to speak in local language and English Graduate from recognized university or college Strong product knowledge and understanding of capital market Minimum of 3 year experience in Equity broking Holds latest certificate of NISM 8 Understanding of local market and captive client base Should have basic computer knowledge of using email, Microsoft office and etc.

Note: Only apply if you have equity dealing experience As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new cliental base and drive wealth business equally. Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Job Specification : Good communication (verbal and written) skills Ability to speak in local language and English Graduate from recognized university or college Strong product knowledge and understanding of capital market Minimum of 3 year experience in Equity broking Holds latest certificate of NISM 8 Understanding of local market and captive client base Should have basic computer knowledge of using email, Microsoft office and etc.

Urgent Opening for Equity Advisor if interested call on 9911377334 or mail at ncrhr@outlook.com Execute the orders on behalf of clients. Revenue generation/ Equity, wealth products like MF, PMS, Insurance, Bonds, NCDs Punch orders for clients

* Responsible for client profiling and sharing in house calls and other information to mapped clients * Responsible for increasing revenue from the Axis & Kotak Burgundy and Private clients. 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 ***

* Responsible for client profiling and sharing in house calls and other information to mapped clients * Responsible for increasing revenue from the Axis Burgundy and Private clients. Required Candidate profile * Min 1 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***

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.

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 Develop and maintain a long-term relationship with customers

Urgently need Branch Manager, Equity Dealer, RM and BSE in a large stock market company Location Trichy, Coimbatore, and Madurai For Equity dealer, BSE and RM ,Experience min 1 year required, CTC 2lpa to 4 lpa For BM exp min 5 yrs, CTC - 3 to 6.5lpa Required Candidate profile Responsibilities – For BM , Managing Branch as a Profit Center by revenue generation. - For Dealer , Sale purchase on behalf of client - For RM - acquire clients and SIP Contact QRN on 9869504403

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients 12) Handling NRI Clients for Equity Broking 13) Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds 14) Experience in handling B2C 15) 3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Equity Stock Broking) 16) NISM Series - VIII (Equity derivatives) Location- Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Ahmedabad, Kochi, Coimbatore, Pune, Indore, Telangana, Delhi, Trivendrum, Vadodra

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. Min 5 year from Equity Broking sector & good Knowledge in Equity and derivates. NISM - 8. Knowledge of technical analysis and market strategy. Location - Trivendrum, Delhi, Vadodara, Surat,Ahmedabad,Bengaluru,Chennai, Mumbai,Hyderabad,Kolkata,Pune,Shimoga.