1982 Equity Broking Jobs - Page 19

1) Client Acquisition 2) Revenue generation through Equity Brokerage 3) Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases 5) To handle sales promotion activities from time to time 6) Prepare and submit required reports from time to time 7) Do maintain Sales MIS of the team and report in timely manner. 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business plan that expands companys customer base and ensure its strong presence. 10) Own recruiting, objectives setting, coaching and performance monitoring of sales representatives. 11) ...

1) Drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2) Through team and self contribution meet the required AUM, investor acquisition and AUM targets for given area. 3) Ensure the timely delivery of customized wealth advise to HNI customers 4) Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5) Conduct periodic trainings on products and process for the team 6) Joint calls with Relationship Managers/Team

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 m...

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...

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 comp...

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 ap...

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)...

Urgently need Branch Manager, Equity Dealer,MFund Sales and BSE(business support executive) in a stock market Location Bangalore 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 Role – For BM , Managing Branch as a Profit Center by revenue generation. - For Dealer , Sale purchase on behalf of client - For MFund Sales- acquire clients and SIP Contact QRN on 9869504403

Must have team handling exp, Own self built AUM, Investment products, sales &Advisory, equity advisory, Structured products, Client acquisition, Own team, activation and cross selling, brokerage generation. Must have exp in handling advisors team. Required Candidate profile Must have team handling exp, self built AUM, Investment products, sales &Advisory, equity advisory, Structured products, Client acquisition, Own team, activation, cross selling brokerage.

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

Position: Odin Dealer Location: BSE Building, Fort, Mumbai Experience: 23 years in Equity & Derivatives Dealing Qualification: Graduate with valid NISM Series VII CTC: As per industry standards Work Days: Monday to Friday (5-day week) Key Responsibilities: Execute trades in equity and derivatives (F&O) using the Odin platform. Handle client orders accurately and ensure timely execution. Monitor market movements and manage trading terminals efficiently. Provide market updates and client support as required. Apply knowledge of options (calls & puts), rollover strategies, and arbitrage . Maintain trading records and prepare reports. Coordinate with back-office and compliance teams. Skills & Com...

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs, 2. Team handling Interested can contact on 7016615213 or share CV on rahul.jani@tradebulls.in

Job Title: Relationship Manager- Bank Channel (Sales) Company: Centrum Broking Limited Location: Chennai | Bangalore | Hyderabad | Ahmedabad | Rajkot | Delhi | Kolkata | Durgapur Experience: 2- 5 years in Capital Markets / Financial Services Compensation: INR 4-8 LPA (Depending on experience) Joining: Immediate joiners preferred (Notice period buyouts open) About Centrum Broking Limited Centrum Broking Limited is a f J ull-service broking house offering a wide range of equity-oriented solutions to a cross-section of clients including high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNIs), and institutions. With a philosophy deeply rooted in the Client First” approach, Ce...

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + other benefit EQUITY DEALER 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 the 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.sandhyapatel@gmail.com if you are interested in the mentioned Job Role. you can call also on 8429944115

Job Title: Relationship Manager About Choice Equity Broking Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial problems and bridging gaps for individuals, institutions and governments. For past 31 years we are committed to help our clients achieve their financial aspirations and promote value creation for society. Role Overview We are seeking a proactive, client-focused Relationship Manager to manage and grow relationships with existing and new clients across Demat services, Mutual Funds, Insurance, and Loans. The RM will be the primary point of contact, providing financial guidance, onboarding new clients, validating KYC/compliance, an...

We Have an urgent openings for RM Dealing | Equity Advisor Position . Job description mentioned below- Location : Chennai | Hyderabad | Salem 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.Responsibl...

Job Title: Branch Manager Product Group: Retail / Trading Business (Equity) Purpose: Drive revenue and business growth by providing high-quality investment advisory services to Retail, HNI, and Corporate clients. Develop new client relationships while managing and servicing existing ones to maximize profitability and market presence. Key Responsibilities: Acquire and build relationships with HNI, Retail, and Corporate clients. Lead and manage sales team to meet revenue and acquisition targets. Provide proactive, end-to-end service and advisory on equity, distribution, and broking products. Assess clients risk appetite and offer tailored investment advice. Implement sales promotions and updat...

Job Title: Equity Dealer Role Overview: Build and manage strong client relationships, act as the main point of contact, and drive revenue through excellent service, upselling, and cross-selling. Collaborate across teams to ensure client satisfaction and business growth. Key Responsibilities: Manage and grow existing client accounts. Identify client needs and provide tailored solutions. Generate revenue through portfolio advisory. Conduct market research to identify trends and opportunities. Collaborate with sales, marketing, and product teams. Ensure high compliance with company norms. Cultivate new client relationships and networks. Required Skills & Qualifications: 2+ years in customer ser...

Execute client trades via inbound and outbound calls Address queries related to investment products Ensure high levels of client satisfaction and timely issue resolution

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

Role & responsibilities Handle incoming calls from clients and address their queries related to trading activities and financial products. Online Dealing: Execute trades online based on client instructions and market conditions. Buying & Selling of Shares: Manage the buying and selling of shares on behalf of customers, ensuring accuracy and timeliness. Confirmation & Execution of Orders: Confirm and execute orders as per client requests, ensuring compliance with regulatory standards and company policies. Promoting Financial Products: Promote and provide information about financial products and services to clients, helping them make informed investment decisions. Understanding Online Trading ...

Role & responsibilities Franchisee Partner Advisory: Guide franchisee partners on equity investments, portfolio building, and market opportunities. Research Dissemination: Track equity markets, company performance, and sectoral trends. Relationship Management: Build and maintain strong partner relationships Revenue Generation: Meet assigned revenue and client acquisition targets Compliance: Ensure adherence to all regulatory and organizational policies organizational policies Preferred candidate profile Educational Qualifications: Graduate with minimum 55% Experience: 2+ Years experience in broking Domain Knowledge Equity and derivative markets, Broking and operations, Client risk profiling,...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- 1. Minimum Graduation 2.Should have a sound understanding / knowledge of capital markets. 3.Should be result-oriented, self-starter, proactive, good communication skills. 4.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply w...

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs, preferred kannada language candidate Required Candidate profile Interested can contact on 7304501604 or share CV on jyoti.mehta@tradebulls.in

Advising Clients for equity related trades. New Client Acquisition. Maintaining NSB and brokerage.