744 Equity Broking Jobs - Page 6

This Opportunity is with a leading Stock Broking company for their office in Kolkata Location Role: Dealer - Trading Experience: 2 - 6 Years Job Description: Role & Responsibilities: Responsible for managing clients portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department. Communicating trading on calls and investing ideas to customers. To trade on behalf of clients. Responsible for brokerage generation. Cross selling third party products. Research and build relationships with clients. Required Skillset: Pleasant personality and good communication skills. NISM Certification Basic knowledge of finance and financial products. Must have worked on ODIN software. Good in Excel. Any Graduate Full Time Interested Candidates can share their CV's at priyal@topgearconsultants.com

JOB DESCRIPTION Business Development - Retail Department 2016 JOB PROFILE Branch Manager Reporting to Department Regional Manager/ Zonal Head Business Development - Retail JOB RESPONSIBILITIES Responsible for maximizing revenue generation (Net of Default) by achieving sales target assigned to him thus ensuring profitability of Equity business in his/her branch. To look after overall management of the branch & ensures maximization of business through market expansion & by increasing client base/market share in Equity. Business/ Operational/ Functional/ Financial Perspective Setting Team revenue Targets for the Team. Checking the status of Client-Cash limits and Stock Limits. Self analyzing the market as well as compiling the data received from the Research Analysis Team and updating the Customers accordingly. Suggesting the Clients regarding market scenario. Coordinating with the RMS to find out the Margin shortfall requirements of the Clients. Finding the Ledger debts for the next day and planning accordingly. Assisting the Relationship managers for important Business calls or meetings. Distributing leads to the Team. Allocating the Clients to the Team depending upon their capabilities. Interacting personally with Teams Clients to help in revenue generation as well as margin collection. Analyzing the reports prepared by the Team Leader regarding problems faced by the Team in product selling, in terms of lower brokerage and account opening fee and taking required approvals for it. Analyzing the Branch Costing on the basis of new recruitments and modulating the new revenue targets. Efficient coordination with Back Office person for updating Client Cheque. Responsible for proper & accurate brand visibility within the location to expand the business. To ensure cent percent compliance related to RMS, clients & debt. To ensure minimal compliance issues related to clients & maximize revenue net of default. Strategic Responsibilities Develop and direct the implementation of strategic business and/or operational plans, projects, programs, and systems. Ensures the implementation of short- and long-range department goals, objectives, policies, and operating procedures. Disclaimer: These are generic guidelines and may not list exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties of the profile. The responsibilities, tasks, and duties of the jobholder might differ from those outlined in the JD and that other duties, as assigned, might be part of the job. In addition to above guidelines, modifications can be done in strict consultation with HR. Management reserves the right to change the same as per Business requirements without any prior intimation. Assist seniors in planning of appropriate cost saving strategies and ensuring its proper implementations. Ensure implementation of department philosophies, procedures and reporting. Administrative/Functional Responsibilities Working as a vital link between branch & HO to implement various guidelines/policies released from HO from time to time. Ensuring proper discipline & decorum within the Team & immediately reporting to the concerned departments in case of any such happenings. Responsible to direct his/her team to get all the client ledgers signed from the clients as confirmation and duly signed and verified & accepted by the Compliance department regularly as well as at the time of exit. Timely payment of bills/rent. Ensure compliance and tax related issues. To check the display of sign boards. To check the margin reports of clients. Fulfilling the asset requirement. Proper petty cash management. Ensuring all the joining kits are properly filled & induction formalities are completed on time. Ensures that branch attendance should be updated on time. Ensures proper Employee State Insurance (ESI), shop & establishment for the branch. Representative Functions Ensure correct brand positioning for the Company in the Market. Conducting In House meeting with the team to evaluate the daily sales report B. Internal/External Responsiveness Resolution of Employee queries within TAT/responsiveness within TAT (internal/external clients). Customer/Client relationship Management. C. Internal process Perspective Compliance of Organizations philosophy, procedures and Policies.(0% violation of policies ). MIS /Data Management (Protection & Confidentiality). Liaison with various departments. CRM usage. D. Innovation & Learning Perspective Updated Knowledge of latest market Trends/Policies of BSE/NSE etc. New initiatives/ Processes/ Ensure training (self) as organized by Organization's L&D division/ Participation in Emp. Centric Org. Activities/ Surveys/ Seminars. Disclaimer: These are generic guidelines and may not list exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties of the profile. The responsibilities, tasks, and duties of the jobholder might differ from those outlined in the JD and that other duties, as assigned, might be part of the job. In addition to above guidelines, modifications can be done in strict consultation with HR. Management reserves the right to change the same as per Business requirements without any prior intimation. QUALIFICATION Any Graduate/Post Graduate with 7-10 years of relevant work experience within the same industry type I.T SKILLS Extremely fluent with MS office, especially MS Excel. Strong working knowledge of the CRM software. SPECIFIC SKILLS NCFM & various modules CRITICAL COMPETENCIES 1. Working with People & Influencing/ Interpersonal Skills 2. Task Accomplishment and Result Oriented/ Achievement Oriented: 3. Dependability & Sense Of Responsibility: 4. Coordination/Team Handling & Control / Team Player 5. Effective Intelligence & Decision Making/Vision & Business/Strategic Orientation 6. IT Skills /Communication Skills MEASURES OF SUCCESS/KRAS (KEY RESPONSIBILITY AREAS ) 1. Achieving Team Revenue Targets in the stipulated time. 2. Team Account opening targets are met on time. 3. Team AUM (Asset Under Management) targets. 4. Maximisation of branch profitability through brokerage generation. 5. Meeting with the Clients of RM and help them in revenue/business generation. 6. Analyzing the RM potential and allocating the Clients accounts accordingly. 7. Interacting with high level corporate and super HNI Clients for cracking bulk deals. 8. Analyzing the Branch costing. 9. Keeping updated knowledge regarding market from the Data received from Research Analysis Team. 10. Success Ratio of his Team. Disclaimer: These are generic guidelines and may not list exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties of the profile. The responsibilities, tasks, and duties of the jobholder might differ from those outlined in the JD and that other duties, as assigned, might be part of the job. In addition to above guidelines, modifications can be done in strict consultation with HR. Management reserves the right to change the same as per Business requirements without any prior intimation. 11. Proper coordination & administration of the branch. 12. CRM usage and its implementation. 13. MIS and data protection. 14. Team Development. Disclaimer: These are generic guidelines and may not list exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties of the profile. The responsibilities, tasks, and duties of the jobholder might differ from those outlined in the JD and that other duties, as assigned, might be part of the job. In addition to above guidelines, modifications can be done in strict consultation with HR. Management reserves the right to change the same as per Business requirements without any prior intimation. Interested candidates forward your CV at khilat.afreen@smcindiaonline.com or WhatsApp at 9147159768

Trading on behalf of the clients, Placing Order on terminal. * Responsible for Cross sell LI/ GI/ MF etc. * Building relationships with clients & educating them about Investments * Client meetings and bank branch visits. Required Candidate profile Required Candidate profile * Must be graduate in any. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must NISM 8 certification. * Good Communication Skill

Commodity/Equity Role Involved advising & dealing trading cross selling involved. Strong knowledge of capital market. Revenue generation in broking PMS, AIF, Insurance, MF Agency channel SME INSURANCE mail to info@servingskill.com/whatspp 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

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs 2. Punching the orders on the behalf of clients in offline trading mode proficiency & accuracy in all segments Required Candidate profile Having NISM 8 Certification is mandatory for candidates before interview Interested can contact on 7304501604 or share CV on jyoti.mehta@tradebulls.in

CS - IT Job Description: Responsible for handling inbound & outbound calls. Handle the complaints and queries of customers pertaining to Mobile App & Kotak trading platform Used Salesforce to open and resolve customer returns, complaints, and technical issues, coordinating with logistics and tech teams Provide full support for all product like Mobile App, Website for trading and Desktop Software like NEST Trader. Escalating case to concern teams Identify customers needs on every requirement with quick response time. Skills and Knowledge: Graduation must be completed Should have technical knowledge Should have basic knowledge of computer language i.e. Python, Java etc. Should have excellent communication, writing, typing & presentation skills. Strong Communication, comprehension and presentation skills. Ability to multi-task, prioritize and manage time effectively. Graduate / Post graduate with minimum 1 year of experience in broking industry

Call & Trade Location- Thane Candidates with 6 months experience and above can apply. NISM 8 Mandatory KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. Responsible for handling inbound & outbound calls. 2. Responsible for resolving the queries of investment products, investment options, financial market, updates in capital market. 3. Identify customers needs on every requirement with quick response time. 4. Handle the complaints and enquiries of customers. 5. Responsible to handle Continuous interaction with the clients to identify their requirements and provide trading/hedging solutions through existing product gamut. Share your cv : smruti.kadam@kotak.com

Respo Equity sales to all branch clients with HNI focus. Drive revenue via equity, commodity & MTF. Promote advisory, IPOs, ETFs. Acquire & activate clients, guide new investors, assist in online trades & order placement. Achieve branch targets. Required Candidate profile • Graduate / Postgraduate • NISM Series VIII (Equity derivatives) • Experience up to 1-4 years from Broking sector & good Knowledge in Equity and derivates.

Company Name: Aditya Birla Experience: 1+ Years Location: Hyderabad (WFO) Interview Mode: F2F Interview Date: 16th July (Wednesday) Interview Rounds: 1 Round Notice Period: Any Job description: Role & responsibilities 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 with investment options Responsible for new client acquisition 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 a 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 initiated Keep abreast of the market news, financial trends, and current affairs attend post result con-calls, and analyst meets for improved client servicing. Preferred candidate profile Graduate/postgraduate with 1 years experience\should have good communication skills should be self starter NISM8 Mandatory

Role & 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-Must have exp in dealing.

Dear Candidate. Greeting from Axis!! We have opening for Equity Dealer. Job Description as below: Location: Ernakulam Roles & Responsibilities: Advise the clients on their Investments and provide information about current market trends. Responsible for maintaining a healthy longtime relationship with the clients. Handling their Portfolios & generating brokerage. Responsible for executing the trade on behalf of the client & maintaining regular relations. Cross selling of other equity financial products such a MF & PMS Skills & Knowledge: Graduate from any stream NISM VIII, NISM V, and Currency certification are mandatory Prior experience working in a similar setup preferred Willingness to work in a target-driven role A go-getter approach Please whatsapp your resume if your interested 9790306948 Thanks S Nagalatha Regional HRBP

Strong Knowledge About:- Equity & Derivatives & Wealth Product Third Party KEY RESPONSIBILITIES Business Growth & Revenue Generation Develop strategies to increase revenue, customer base, and wallet share. Drive cross-selling & upselling of financial products to HNI clients. Achieve sales and revenue targets for each branch. Branch Operations & Compliance Ensure seamless branch operations with a focus on customer experience and efficiency. Implement and monitor SOPs for key processes like account opening & trade execution. Ensure compliance with SEBI and exchange regulations. Customer Relationship & Retention Enhance client retention and AUM through engagement strategies. Offer personalized wealth management solutions. Oversee Relationship Managers to ensure top-tier client service.

Company Name: Aditya Birla Experience: 1-8 Years Location: Hyderabad (WFO) Interview Mode: F2F Interview Rounds: 1 Round Notice Period: Any Job description: Role & responsibilities 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 with investment options Responsible for new client acquisition 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 a 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 initiated Keep abreast of the market news, financial trends, and current affairs attend post result con-calls, and analyst meets for improved client servicing. Preferred candidate profile Graduate/postgraduate with 1 years experience\should have good communication skills should be self starter NISM8 Mandatory

Responsibilities: *Manage client relationships through equity advisory & sales. *Contribute to business growth through effective relationship management. *Acquire new clients through networking & marketing efforts. *Preferred profile from broking Annual bonus Health insurance Sales incentives

New Client Acquisition with Margin Fresh Lead Generation Client Meetings Road Show's Product Presentation

RM Dealers Please find below JD: Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for Handling HNI Clients. Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for collecting margins / market-to-market loss REQUIRED QUALIFICATIONS: Graduate / Post graduate NISM Series VIII (Equity derivatives)

Interview Pass – Aditya Birla Capital Congratulations! Your spot is reserved for Equity Dealer role in Aditya Birla Capital . Interview on 16th July (Wednesday). Please find the below details: Role / Designation - Equity Dealer Experience Range: 1-8 Years Salary Details - 1+Years-3LPA/5+ Years-6.5 LPA Shift time - General Qualification: Under Graduates / Graduates Venue Details: Aditya Birla Money , 4th floor Dega towers , Somajiguda, Hydrabad, https://g.co/kgs/9H8pEKW Interview Location: Hyderabad Timings: 10am-6pm Date: 16th July, Wednesday Contact Person: Santhosh Role & responsibilities 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 with investment options Responsible for new client acquisition 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 a 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 initiated Keep abreast of the market news, financial trends, and current affairs attend post result con-calls, and analyst meets for improved client servicing. Preferred candidate profile Graduate/postgraduate with 3 years’ experience\should have good communication skills should be self starterNISM8 Please carry the below mention Documents (Mandatory): Updated Resume (Please mention "Naukri.com" at the top of your CV) Photo ID Proof 2 Passport size Photographs NOTE: Do not reply if you have already attended in last 6 months Disclaimer: Please ignore if not interested or not relevant to your profile. Regards,

* 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 year experience in Equity dealing (terminal handling) with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***

Handling branch performance Fixing the KRA of sales and dealing personnel Ensure branch meets revenue targets. Connect at 8910750091 Required Candidate profile Must have prior experience in Equity broking at Branch leadership Role. Go getter and explore all investment products as cross selling product. Excellent team handling skills.

The Opening is for multiple positions in our company. Admin Staff Marketing & Sales Operations Research Executive Relationship Executive Candidate must have experience in Share Broking ,Mutual fund , Loans and Insurance Industry. Sales incentives Performance bonus Annual bonus

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer/HNI Dealer CTC- upto-6 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: 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 initiated Keep abreast of the market news, financial trends and current affairs To attend post result con-calls, analyst meets for improved client servicing. Kindly reply with your updated CV on apex.kumarshivam@gmail.com if you are interested in the mentioned Job Role. you can call also on 7052750740

We are looking for Virtual relation ship manager for Mutual fund sales and other banking wealth products . candidates must be Graduate and must have experience in mutual fund sales and tele sales of wealth products.

Job Specifications Role Designation: Advisor Department: franchisee Function: Advisory Company: MOFSL Reporting to: Team Leader Location: MOT Prabhadevi Hyderabad Job Purpose Advising Franchisee on Commodity product Key Deliverables 1. Generating Brokerage. 2. Making them Familiar with the In-house Research Staff. 3. Conducting the Self Awareness Programs for Commodity Segment through Personal Visits/ Seminars / Work Shops and any other business development Activity if needed. 4. Handling important Franchisees and Servicing them Role Requirements 1. Any Graduate with minimum of 2-5 years of experience in the stockbroking industry is preferred. 2. Able to Understand Market Reports and share Information with Clients. 3. Should be comfortable working in Shifts.

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- Upto-6 LPA + Incentive + other benefit 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. 4) Client meetings and bank branch visits as per goal sheet. Skills 1) NISM VIII certificate is mandatory. 2) Prior experience of working in a similar set up preferred. 3) Should be willing to work in a target driven role & should be a go better. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 7991515067

Job Description: Roles and Responsibilities: Communicating trading calls and investing Ideas to customers. Thorough knowledge of all exchange rules, regulations, and compliances. Ability to advise the clients from time to time based on the research calls. Generating brokerage and volume. To Trade on behalf of clients, keeping them informed about rates, research information and market outlook, order & trade details, and confirmations. Identify new streams for revenue and maintain cordial relationships with existing clients. Developing relationships with Clients and generating leads through references. Achieve laid down target W.r.t Revenue Generation and Client Activation. Cross-selling third-party products (Life Insurance and mutual funds). Eligibility Graduation Candidates with a minimum of 2 years of experience in Equity Dealing is desirable. Candidates who are handling the life insurance product can also apply. Freshers with good market knowledge can also apply along with NISM 8 certification, minimum MBA qualified.