257 Equity Dealer Jobs - Page 10

Role & responsibilities Dealer / Trade Advisors are individuals who are experienced in the stock markets and have the requisite skills for acquiring big-ticket clients, advising them on their stock market decisions, and executing client trades on the terminal (Acquisition and dealing). Experienced professionals in acquiring and trading for HNIs' & UHNI's Capable of acquiring a big ticket margin (min. 1 lac margin) Capable of servicing & leveraging relationships with HNI clients In-depth Knowledge about trading in Derivatives Have a strong & disciplined approach to Sales To work in a compliant and diligent manner Mandatory to have NISM Series 8 certification - Equity Derivatives Certificate Examination. Preferred candidate profile The person should be NISM certified, a Graduate, and must have experience trading on the terminal.

Dear Candidate, Urgent opening with leading broking firm. Exp - 1-2 Yrs CTC - Upto 5 LPA Location : Pune Job Description Being the Equity Dealer below are the main responsibilities: 1. Accurately & timely punch of orders on behalf of the client .Maintain 0% dealing error. 2. Co-ordinate with the clients for timely settlements of funds and margin calls. 3. Handling trading related queries during market hours. 4. Provide the advisory to clients for Investment. 5. Maintain client relationship and provide them best service. 6. Excellent Communication and Interpersonal skills Qualifiers 1. Any Graduate 2. NISM / NISM Certified Mandatory 3. Min 1 to 2 years Experience 4. Knowledge of NEAT(optional), BOLT (required) & ODIN Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Relationship Manager/Senior Relationship Manager Experience required : 4 Years + Job Description : 1. Building relationships with clients & educating them about Investments 2. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) 3. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Advising Clients based on Research Report. 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 skills.

As an Equity Derivatives Dealer, you'll be responsible for executing and managing equity derivatives trades. Your role involves implementing trading strategies, monitoring market trends, and ensuring accurate trade execution. Compliance with regulations, effective risk management, and staying updated on market developments are crucial aspects of the role. You'll contribute to the organization's success by driving profitable trading activities while maintaining a strong focus on risk and compliance. Responsibilities: Execute the orders on behalf of clients. Confirmation of trade done by EOD. Daily processing & confirmation of trades. (Maintaining Excel Sheet) Punch orders for clients on NSE/ BSE terminals. (Experience in Odin Terminal) Monitor client exposure limits. Providing Pre Market and Post-Market confirmation. Solving queries of the customers. Responsible to ensure all activities are in adherence as per Compliance framework. Service existing clients and acquire new ones. Cross-sell additional financial products to expand client portfolios. Experience: Bachelors degree in finance, or a related field. Relevant certifications such as NISM Equity Derivatives (mandatory). 5-6 years of experience in equity derivatives dealing or trading. Strong knowledge of derivatives markets, options, futures, and risk management strategies. Proficiency in using the ODIN terminal for trade execution and monitoring. Advanced Excel skills, with the ability to use complex formulas for analysis and reporting. 1-2 years of Experience in cross-selling financial products

As part of the retail distribution team, financial advisory services to clients and manage their portfolio. Revenue generation Client network development Compliance Maintain a high level of compliance as per company norms. Certified NISM Series VIII.

*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 years experience in Equity dealing ( Terminal Handling) with any Indian Broking Company

Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + 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 (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. 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 skills.

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 apex.mitalihr@gmail.com if you are interested in the mentioned Job Role. you can also call on 8112416630.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager CTC- upto-6 LPA + incentive + Other benefit Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently.. 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. Drive focus on generating new business/client base. 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 with an updated CV at apex.pragati@gmail.com if you are interested in the mentioned Job Role, you can call also on 7752865344.

Role & responsibilities To assist Business partners to grow their business. Drive business and support Regions Business Partners. Selling of SK Research and Advisory Products,Algo Trading- APIS,Mutual Fund,PMS, LAS etc .. Funding/MF/ IPO Advisory support. Investment Query Resolution Regular Visits to Outlet of business partner Relationship building. HNI Client Meet & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc) Communication and follow up of Business Plan IPO Funding/ Brokerage Deals & Hand Holding. Partners & their staff training on Investments ,Trading , TradeTiger etc • Coordinating events for Business partners with NSE/NSDL/CDSL/AMCs Liasoning with other departments to quickly resolve HNI client queries Preferred candidate profile Graduate with 10+ years Experience or Post Graduate with 7 years + Experience

- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com

Job Description Position / Job Title Relationship Manager- Equities Designation Officer/ Executive/ Assistant Manager/DM/Manager/Senior Manager Department Branch Dealing Sub Department Branch Dealing Reporting To (title) Branch Manager Superiors Superior (title) Cluster Head/ State Head Location Date Job Purpose To render financial services to customers to generate revenue through brokerage and third party products. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products Equity/ Currency/ DYSIP/ TPP and any other new product launched. 3CustomersActivation of customers, servicing and retention. Average of 250-350 customers mapped per RM. Job Context & Major Challenges What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Department/Zone?Context: HSL is a financial intermediary, where customers use the services to invest their funds in different asset class (equity, debt, gold, currency, real estate.). This job frontends clients servicing and trading on behalf of clients. Challenge: Retaining of customers in competitive markets. Ensure Compliance while serving the customers. Dynamic market conditions. Principal Accountabilities AccountabilitySupporting Actions Revenue generation Achieve Targets Achieving the targets by generating brokerage through dealing. Generating revenue through third party products. Compliance Adhere to dealing room conduct as prescribed by the HSL. Ensure the internal processes and systems are followed. Maintaining VRS records for all the trades. Following the code of conduct. A nti M oney L aundering. Ensure proper certification and renewal. Relationship Management Conduct client visits and HDFC Bank branch visits for maintaining and building the relationships. Prompt service to the clients. Advising and updating customers with daily movements in the stocks, with the help of research. Managing the portfolio of clients with minimal errors/ losses. Activating dormant clients. Database Management Maintain all records as per guidelines Maintain records of all mapped customers portfolio. Maintain records of all branch visits/ customer visits. Furnish necessary reports to the Branch Manager. Coordinating with Risk Team For limit enhancement. Approval for illiquid and T group shares. Collateral holds Pay-in and pay-outs of securities and funds. Job Purpose of Direct Reports NA Relationships (If Applicable) InternalFrequencyNature Risk Team Research Team Operations Cluster heads/ BM Product teamDaily Daily Daily Daily RegularlyCoordination Get insight about the market movements. Coordination Daily operations Need basis ExternalFrequencyNature Customers Bank Representatives Product Principal Daily Daily RegularlyServicing Partnering Product update. Organization Structure (Map reporting position, peers- reporting to the same position and subordinates) Head of the Department Regional Head Cluster Head/ State Head Branch Manager Area Sales Manager Relationship Manager Sales Officer Signature Name (Job Holder) (Job Holders Supervisor) Date Job AnalystName: Signature:

Job Description Position / Job Title Relationship Manager- Equities Designation Officer/ Executive/ Assistant Manager/DM/Manager/Senior Manager Department Branch Dealing Sub Department Branch Dealing Reporting To (title) Branch Manager Superiors Superior (title) Cluster Head/ State Head Location Date Job Purpose To render financial services to customers to generate revenue through brokerage and third party products. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products Equity/ Currency/ DYSIP/ TPP and any other new product launched. 3CustomersActivation of customers, servicing and retention. Average of 250-350 customers mapped per RM. Job Context & Major Challenges What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Department/Zone?Context: HSL is a financial intermediary, where customers use the services to invest their funds in different asset class (equity, debt, gold, currency, real estate.). This job frontends clients servicing and trading on behalf of clients. Challenge: Retaining of customers in competitive markets. Ensure Compliance while serving the customers. Dynamic market conditions. Principal Accountabilities AccountabilitySupporting Actions Revenue generation Achieve Targets Achieving the targets by generating brokerage through dealing. Generating revenue through third party products. Compliance Adhere to dealing room conduct as prescribed by the HSL. Ensure the internal processes and systems are followed. Maintaining VRS records for all the trades. Following the code of conduct. A nti M oney L aundering. Ensure proper certification and renewal. Relationship Management Conduct client visits and HDFC Bank branch visits for maintaining and building the relationships. Prompt service to the clients. Advising and updating customers with daily movements in the stocks, with the help of research. Managing the portfolio of clients with minimal errors/ losses. Activating dormant clients. Database Management Maintain all records as per guidelines Maintain records of all mapped customers portfolio. Maintain records of all branch visits/ customer visits. Furnish necessary reports to the Branch Manager. Coordinating with Risk Team For limit enhancement. Approval for illiquid and T group shares. Collateral holds Pay-in and pay-outs of securities and funds. Job Purpose of Direct Reports NA Relationships (If Applicable) InternalFrequencyNature Risk Team Research Team Operations Cluster heads/ BM Product teamDaily Daily Daily Daily RegularlyCoordination Get insight about the market movements. Coordination Daily operations Need basis ExternalFrequencyNature Customers Bank Representatives Product Principal Daily Daily RegularlyServicing Partnering Product update. Organization Structure (Map reporting position, peers- reporting to the same position and subordinates) Head of the Department Regional Head Cluster Head/ State Head Branch Manager Area Sales Manager Relationship Manager Sales Officer Signature Name (Job Holder) (Job Holders Supervisor) Date Job AnalystName: Signature:

1) Trading / Dealing in Equities / Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and place orders on behalf of customers. 10) Making confirmation of orders and trades done during the day to clients. 11) Acquiring new clients through existing clients referrals. 12) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 13) Responsible for collecting margins/ market-to-market loss. 14) Follow guidelines of Risk management and Settlement 15) Ensure compliance as per various regulator and organization guidelines. 16) Knowledge of Equity/ Stocks/ Shares - Trading/ Dealing, Risk, Regulation, investments products - Mutual Funds, PMS, Insurance Location-Mumbai,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Udaipur,Jodhpur,Jaipur,Ahmedabad,GOA, Delhi, Vadodra, Surat

Job description - Managing & handling high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 6 months experience in equity dealing . - Excellent understanding of financial markets. - Investment Advisory

* 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 with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***

Role & responsibilities • To acquire New Large Trader Clients per month. To ensure best quality customer acquisition by selecting the right surrogates as per the segmentation norms. To participate in the Local Area Program (LAP) for lead generation that the branch manager organizes and play an active role in sourcing trader accounts/leads of third party products. To collect margin cheques/stocks from clients, as and when required and ensure that they are captured/banked timely. To generate minimum daily trading volumes and profitability for the client & company. Acquiring Large Trader Clients with high margin Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities Ensuring efficient and prompt management of orders based on customer request Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch. Day to day approvals w.r.t to limits, commercials Shifting offline customers to online. Preferred candidate profile

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.

Urgent Hiring as Equity Dealer in Top Broking company Job location :- Delhi , Noida , Gurgaon , Mumbai , Lucknow , Dehradun and Mumbai Role & responsibilities 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, NCD’s and etc. Preferred candidate profile Having a experience as Equity Dealer mIn 2 years. Having a Experience Cross sales Interested Candidate please share me your cv at sharvan@getwork.org HR Sharvan 8800790797

Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + 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 (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. 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 skills.

Hiring!!!! 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. Preferred candidate profile - Only from Broking , Insurance & banking Perks and benefits - Best Incentive in Industry Position: Equity Dealer/Advisor Key Job Responsibilities - 1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. 2. Review relationship incase of existing clients and increase revenue through them 3. Obtain minimum five client references from existing and new clients for business expansion 4. Client Servicing based on research and back office inputs 5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) 6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer queries Preferred candidate profile - Only from Broking Perks and benefits - Best Incentive in Industry Interested Candidates can directly come to office for walk in interviews and can also refer your friends/Colleagues as well.

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.

Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + 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 (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. 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 skills.

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

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