744 Equity Broking Jobs - Page 30

Job Description Retail- RM Advisor 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.

Dear Candidate, Greetings From APEX SERVICES Designation- Assistant manager/Deputy manager Role- Relationship Manager/Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Branch Dealing GENERAL ROLE 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 1. Revenue Generation 2. Customer Profiling 3. Activation of inactive clients 4. Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. 5. Cross selling other products 6. Client Interaction 7. Regular Meetings with clients for maintaining relations 8. References from existing clients to acquire new clients. 9. Updating clients on market, company research reports, new IPOs, etc. 10. Proper confirmations of trades to clients on daily basis. 11. Risk Management. 12. Group discussions & up-gradation of market information, research reports General Strive towards achieving individual goals and thereby the branch and organizational goals. (LOCATION-JAMMU, PATIALA, AMRITSAR, BATHINDA, CHANDIGARH, JALANDHAR LUDHIANA, FATEHABAD/SIRSA, AMBALA, ROHTAK, HISAR) Kindly reply with an updated CV on apex.sandhyapatel@gmail.com if you are interested in the mentioned Job Role, you can also call on 8429944115.

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 • Asset 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. Preferred candidate profile Graduation is Must NISM 8 and NISM Commodity certificate is must Candidate with Technical analysis and Derivatives Certificates will have additional advantage Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Watsapp-7338112258

Role & responsibilities Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients

1)Dmate(i.e. Trading Accounts acquisition) 2)Cold calling (i.e. Willing to work in open Market) 3)Responsible for achieving targets assigned by org. on a monthly basis. Other Benefits: Multiple Incentives + Foreign Trips Required Candidate profile Interested can share CV on jyoti.mehta@tradebulls.in or WhatsApp on 7304501604

Job Description Designation:Retail- RM Advisor Interview: Virtual Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, 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:graduate 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. Interested can contact asap. Best regards, Sandhya 7013962851 sandhya.kotapally@upgrad.com

Role & responsibilities Direct Customers / Associates Handling Handling portfolio of HNI clients Prime focus on Income Generation to reach a breakeven point Preferred candidate profile Any Graduate & Certified with NISM - VA/8 ( Equity, Commodity ) Perks and benefits We offer a lucrative incentive structure for all Salespersons

Responsibilities: Manage portfolio, lead team, trade shares & provide equity advice. Drive sales & marketing strategies, oversee business dev., excel at PM services. Good in sales and marketing Good in aquisition and portfolio management Travel allowance House rent allowance Health insurance Sales incentives Joining bonus Referral bonus Gratuity Provident fund Accessible workspace Maternity benefits in mediclaim policy

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. Share updated Cv : divya.chawla@religare.com or call on 8169023289

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.

*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 ***

Job Description Designation:Retail- RM Advisor Interview: Virtual Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, 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:graduate 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. Interested can contact asap. Best regards, Sandhya 7013962851 sandhya.kotapally@upgrad.com

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, client Acquisition Cross selling third party products (life insurance & mutual funds)

Key Responsibilities Handle client documentation and assist in the recovery process of shares and investments. Coordinate with clients, depositories, registrars, and regulatory bodies (including IEPF). Respond to client inquiries and provide timely updates. Maintain and update operational databases, records, and MIS reports. Support internal teams in equity-related operations, asset transfer, and transmission processes. Assist with filing and tracking of legal or regulatory submissions as needed. Required Qualifications and Skills 12th Passed or Above Graduate in Commerce, Finance, or a related field (preferred). 1-3 years of experience in equity markets, back-office operations, or financial services. Knowledge of share Market. Strong attention to detail and ability to manage documentation accurately. Proficiency in MS Office (Word, Excel) and familiarity with financial software/tools. Excellent communication and interpersonal skills. Ability to multitask and work in a fast-paced, process-driven environment. What We Offer Opportunity to work in a niche and impactful sector within capital markets. Supportive team environment with professional growth opportunities. Exposure to real-world financial recovery and advisory operations. * Salary Range : 15,000 to 20,000 per month*

About Angel one: Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Retention Head - South Location: Bengaluru What you will do: The Retention Head will be responsible for driving revenue growth, ensuring partner retention, and delivering a superior service experience for Authorized Partners (APs) / Franchisees in the assigned region. The role requires meeting revenue targets, proactively engaging APs, and ensuring they receive the highest level of support to maximize their business potential. Key Responsibilities: 1. Revenue Generation & Business Growth Own and achieve assigned revenue targets by increasing business from existing APs. Drive consistent growth in trading volumes and revenue contribution from the AP network. Work closely with APs to unlock business potential, ensuring higher productivity and profitability. Support and guide APs in effectively cross-selling financial products (insurance, mutual funds, etc.) to their customers, helping them enhance their revenue potential. Continuously analyze revenue trends and take corrective actions to improve financial performance. 2. Partner Retention & Engagement Develop and execute strategies to retain high-value APs and minimize attrition. Strengthen relationships with APs through regular engagement, business support, and performance reviews. Identify at-risk partners and implement proactive interventions to retain them. 3. Service Excellence & Partner Support Ensure the highest level of service delivery to APs, addressing their concerns efficiently. Work closely with internal teams to streamline onboarding, payouts, operational support, and issue resolution. Act as a point of contact for APs, ensuring a seamless experience and strong long-term relationships. 4. Competitive Intelligence & Risk Mitigation Monitor competitor activities and ensure APs remain committed to the company. Develop counter-strategies, including incentive structures and service enhancements, to prevent AP migration. Analyze reasons for AP attrition and implement measures to improve retention. 5. Performance Monitoring & Reporting Track and analyze partner retention rates, revenue growth, and service quality metrics. Provide regular business reports and actionable insights to the National Head Retention. Implement data-driven strategies to improve overall business performance in the assigned region. 6. Regulatory & Compliance Adherence Ensure strict adherence to regulatory and procedural compliance, ensuring that all APs operate in line with SEBI, IRDAI, and other relevant regulatory guidelines, industry standards, and company policies. Work closely with internal teams to address any regulatory concerns and proactively identify and mitigate compliance risks to maintain the company's integrity and minimize exposure to legal or financial penalties. Who you are: Experience: 10-15 years in Broking/Wealth/Financial Services, with expertise in Broking or cross selling broking in Banks or wealth with partnership management or B2B. Proven track record of achieving business and revenue targets. Strong ability to deliver a high-quality partner experience. Deep understanding of equity, derivatives, and financial products. Experience in managing teams and working with multiple stakeholders. Ability to build strong partner relationships and resolve concerns effectively. Data-driven approach to decision-making and on-ground execution. Fluency in English, Hindi, and the regional language is preferred. What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team. We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.

Mega Drive for Mutual Fund Sales - No Freshers please Locations - Bangalore, Delhi, Mumbai, Chennai, Gujrat, Hyderabad Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts ctc - 2.5 to 3.5 lac Required Candidate profile Managing portfolio of clients and mutual fund sales Minimum 6 months experience keen in sales can apply. Contact Priyanka on 9900933432 or whatsapp cv on same number

Department: Broking channel Designation: Branch Dealer Grade: E1 or E2 Years of Exp: 1 to 4 yrs Reporting to: M3/M4 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. 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. 3. To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. 4. To keep abreast with the market knowledge and market intelligence. 5. Responsible to ensure all activities are in adherence as per Compliance & Risk. 6. Provide regular updates to the immediate superior as and when required. Skills & Knowledge: 1. Graduate / Post graduate with overall experience of 3- 4 yrs, with minimum 1 - 2 yrs exp in Equities on the client advisory side 2. Should have sound understanding of capital markets, 3. Should be a result-oriented, selfstarter, proactive 4. Should possess strong networking & relationship building skills, and good communication skills. 5. Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives. For any other queries call on 7039279297

A Leading Stock Broking Company is seeking a highly motivated and experienced Branch Manager to lead our branch. The Branch Manager is responsible for the overall success of the branch, including sales, operations and team Mgmt. Required Candidate profile The ideal candidate will possess strong leadership skills, a deep understanding of financial markets, and a commitment to providing exceptional client service. Min 5 yrs of experience in stock broking

Position: Group Leader:Equity Dealer/Advisor Key Job Responsibilities - -Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. NISM 8 Certificate is Mandatory How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Ashwini : 9822643371