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1.0 - 5.0 years
0 - 3 Lacs
visakhapatnam, hyderabad, secunderabad
Work from Office
Job description Job Description: Equity Advisor Communicating Intra day trading calls and investing ideas to customers. Maintaining regular relations with clients Individually operate NSE/BSE terminals Thorough knowledge of all exchange rules regulations and compliance Ability to advise the clients from time to time based on the research calls Generating brokerage and volume to the branch To trade behalf of clients, keeping them informed about rates, research information and market outlook, order and trade details and confirmations Identify new streams for revenue and maintain cordial relationship with existing clients Achieve laid down target w.r.t revenue generation, client activation, cli...
Posted 5 days ago
1.0 - 5.0 years
5 - 6 Lacs
pune, ahmedabad, anand
Work from Office
Hiring For Relationship Manager- Demat Sales for Leading Broking Company. It's a direct channel sales. Min 1 year documented experience required.
Posted 6 days ago
1.0 - 6.0 years
1 - 5 Lacs
rajkot, vadodara
Work from Office
Please find below Job description for the Relationship Manager Dealing role - Panjim JD Relationship Manager- Dealing:- Eligibility: Any Graduate NISM VIII Mandatory Minimum 6 months experience required Interested candidates share cv on divya.chawla@religare.com or call on 8169023289 As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insuran...
Posted 6 days ago
1.0 - 6.0 years
1 - 6 Lacs
ahmedabad, rajkot, vadodara
Work from Office
Please find below Job description for the Relationship Manager Dealing role - Ahmedabad, Surat, Rajkot, Vadodara JD Relationship Manager- Dealing:- Eligibility: Graduation Mandatory NISM VIII Certificate mandatory Minimum 6 months experience in dealing Interested candidates share cv on divya.chawla@religare.com or call on 8169023289 As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products li...
Posted 6 days ago
10.0 - 16.0 years
8 - 12 Lacs
mumbai
Work from Office
Vertical : PBG Desk Position : Senior Relationship Manager Experience required: 7+ years Location :Mumbai (Mahalaxmi) Job Description: 1.Placing Orders for clients after taking proper consent 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc.) 4. Client meetings directly and joint meets along with Bank PBG RM`s 5. Pitching our research ideas to customers 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 skil...
Posted 6 days ago
1.0 - 6.0 years
3 - 6 Lacs
kochi, ernakulam
Work from Office
As an Equity Advisor , youll guide clients on equity investments, helping them make informed decisions to achieve their financial goals and generate brokerage for the company. Key Responsibilities: Advise clients on equity portfolios and market opportunities. Conduct client profiling to understand financial goals and risk appetite. Build and maintain strong client relationships through regular interactions. Stay updated on market trends and share timely investment insights. Cross-sell financial products like Mutual Funds, PMS, Insurance, and Derivatives. Execute client trades accurately and ensure all compliance requirements are met. Use Motilal Oswals research reports to make informed recom...
Posted 6 days ago
2.0 - 7.0 years
2 - 4 Lacs
hyderabad, chennai
Work from Office
As a Relationship Manager Investment Products , you will be responsible for acquiring, managing, and retaining High Net Worth (HNI) clients. This role requires a sound understanding of investment and equity products, financial planning, and relationship management. Key Responsibilities Acquire and manage High Net Worth (HNI) clients Affluent & Super Affluent segments. Achieve business targets through cross-selling and client retention. Provide customized investment advice and portfolio recommendations. Conduct regular client and partner meetings to maintain engagement. Stay updated on financial market trends and new investment opportunities. Maintain client data and activity records in CRM s...
Posted 6 days ago
1.0 - 4.0 years
2 - 5 Lacs
vijayawada, warangal, hyderabad
Work from Office
Designation : Equity Dealer Grade: E1/E2 - Assistant Manager / Deputy Manager Years of Exp : 1 to 4 Years Location : Hyderabad/ Vijayawada/ Warangal Job Role To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls ...
Posted 6 days ago
1.0 - 6.0 years
2 - 6 Lacs
hyderabad, chennai, bengaluru
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer Min Experience -1 YRS & above CTC - 6 LPA+ incentive + other benefits 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:- Minimum Graduation Should have a sound understanding / knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on...
Posted 6 days ago
0.0 - 7.0 years
4 - 9 Lacs
jaipur
Work from Office
Mega Walk In Drive:- Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferre...
Posted 6 days ago
5.0 - 10.0 years
4 - 8 Lacs
kolkata
Work from Office
Vertical : PBG Desk Position : Senior Relationship Manager Experience required : 5 Years to 10 yrs Location : Kolkata Job Description : 1.Placing Orders for clients after taking proper consent 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc) 4. Client meetings directly and joint meets along with Bank PBG RM`s 5. Pitching our research ideas to customers 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 skill...
Posted 6 days ago
5.0 - 10.0 years
4 - 8 Lacs
ahmedabad
Work from Office
Vertical : PBG Desk Position : Senior Relationship Manager Experience required : 5 Years to 10 yrs Location : Ahmedabad Job Description : 1.Placing Orders for clients after taking proper consent 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc) 4. Client meetings directly and joint meets along with Bank PBG RM`s 5. Pitching our research ideas to customers 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 ski...
Posted 6 days ago
1.0 - 5.0 years
2 - 4 Lacs
jalgaon
Work from Office
KEY RESPONSIBILITIES • Trading & Execution: Execute equity, commodity, and derivatives trades with accuracy and efficiency. • Handle high-volume trading, including DTC (Delivery Trading Contract), MTF (Margin Trading Facility), and MF (Mutual Fund) transactions. • Operate and monitor Algo Trading systems; ensure timely execution of automated strategies. • Client Management: Provide real-time support and information to clients regarding trades, markets, and portfolio positions. • Coordinate with Relationship Managers and Sales teams for client servicing. Guide clients on MT limits, fund requirements, and investment opportunities. • Reporting & Coordination: Generate reports on client trading ...
Posted 6 days ago
2.0 - 7.0 years
3 - 5 Lacs
madurai, mysuru, thiruvananthapuram
Work from Office
Hi, Greetings from Avani consulting, We are hiring for leading Broking firm 5 day week Relationship Manager- Equity Dealer Interested candidates go through with the below job description and share resume in whatsapp /mail - WATSAPP - 7386568139 MAIL :- srinivas@avaniconsulting.com Role & responsibilities Minimum 1 Year experience required Equity. Job Description: Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assets gathering through, Advisory products, Investiger, IPO, ETF ...
Posted 6 days ago
2.0 - 7.0 years
3 - 5 Lacs
kochi, kozhikode, shimoga
Work from Office
Hi, Greetings from Avani consulting, We are hiring for leading Broking firm 5 day week Relationship Manager- Equity Dealer Interested candidates go through with the below job description and share resume in whatsapp /mail - WATSAPP - 7386568139 MAIL :- srinivas@avaniconsulting.com Role & responsibilities Minimum 1 Year experience required Equity. Job Description: Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assets gathering through, Advisory products, Investiger, IPO, ETF ...
Posted 6 days ago
2.0 - 7.0 years
3 - 5 Lacs
hyderabad, tiruchirapalli, bengaluru
Work from Office
Hi, Greetings from Avani consulting, We are hiring for leading Broking firm 5 day week Relationship Manager- Equity Dealer Interested candidates go through with the below job description and share resume in whatsapp /mail - WATSAPP - 7386568139 MAIL :- srinivas@avaniconsulting.com Role & responsibilities Minimum 1 Year experience required Equity. Job Description: Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assets gathering through, Advisory products, Investiger, IPO, ETF ...
Posted 6 days ago
1.0 - 6.0 years
2 - 7 Lacs
ahmedabad
Work from Office
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 9811985863
Posted 1 week ago
5.0 - 9.0 years
5 - 10 Lacs
hyderabad, bangalore rural, bengaluru
Work from Office
We are looking for experienced and dynamic professionals for the Equity Advisor (PCG Division) role. The ideal candidate will manage and advise Super HNI clients across equity, derivatives, and other market instruments. Key Responsibilities Advise and manage Super HNI clients on Equity, Derivatives, Currency, and Commodity markets. Independently handle client portfolios with a minimum book size of 25 lakhs and above. Generate revenue and activate clients through effective advisory. Cross-sell financial products such as Mutual Funds, PMS, and Insurance. Resolve client queries and complaints within defined timelines. Acquire new clients and retain existing ones through regular engagement. Cond...
Posted 1 week ago
5.0 - 10.0 years
15 - 30 Lacs
kochi, coimbatore, mumbai (all areas)
Work from Office
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
Posted 1 week ago
1.0 - 4.0 years
2 - 3 Lacs
mumbai
Work from Office
Responsibilities: * Execute trades efficiently * Manage client portfolios * Provide equity advice & solutions * Stay updated on market insights * Meet revenue targets through effective sales strategies Provident fund
Posted 1 week ago
1.0 - 4.0 years
2 - 6 Lacs
varanasi, kolkata, bareilly
Work from Office
Execute equity trades on behalf of clients. Monitor market trends, manage client portfolios, Provide investment advice, ensure regulatory compliance, Generate trade reports, maintain client relationships, Achieve daily trading targets.
Posted 1 week ago
3.0 - 8.0 years
8 - 18 Lacs
ahmedabad, vadodara, mumbai (all areas)
Work from Office
Responsible for recruitment of Agents through various sources to ensure achievement of business targets for insurance products. For commodity/Equity Advisor.Commodity/Equity Role advising & dealing trading cross selling. whatsapp resume 9819832570 Required Candidate profile Advising & Dealing Exp- on equity, derivatives commoditY Client Handling Experience/Acquisition – HNI/UHNI/Large Client Financial product knowledge/Third party product PMS, IAP, Insurance, PE, MF AIF
Posted 1 week ago
2.0 - 7.0 years
4 - 9 Lacs
jaipur
Work from Office
Mega Walk In Drive:- Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferre...
Posted 1 week ago
1.0 - 6.0 years
1 - 4 Lacs
parbhani, ahmednagar, amravati
Work from Office
Urgent Opening For Equity Dealer - Parbhani, Aurangabad, Ahmednagar, Nagpur, Nashik, Amravati Qualification: Any Graduate Certification: NISM VIIII Mandatory Experience: 1+ years Interested candidates can share cv at divya.chawla@religare.com or call on 8169023289 Please find below Job description for the Relationship Manager Dealing role - JD Relationship Manager- Dealing:- As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ab...
Posted 1 week ago
1.0 - 2.0 years
2 - 3 Lacs
karimnagar, nalgonda, hyderabad
Work from Office
making outbound calls to promote products, services, or surveys, and handling inbound calls to assist customers, generate leads, and resolve issues . Key duties include maintaining call records, updating customer databases, and achieving sales targets. This role requires strong communication and persuasion skills, a customer-service-oriented attitude, and the ability to manage multiple tasks. Role & responsibilities Preferred candidate profile
Posted 1 week ago
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