Senior Relationship Manager - PBG Desk (Emerald) - UHNI / HNI clients Hdfc Securities

4 - 9 years

4 - 9 Lacs

Ahmedabad

Work from Office

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.

Posted 2 months ago

Apply

Equity Dealer : Equity Advisor : PCG Dealer : HNI Dealing GR Recruitments

1 - 6 years

3 - 6 Lacs

Kolkata, Patna, Ranchi

Work from Office

*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 ***

Posted 3 months ago

Apply

Retail Equity Advisor(Relationship Manager) Rekrut India

2 - 7 years

3 - 7 Lacs

Chennai, Bengaluru, Hyderabad

Work from Office

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

Posted 3 months ago

Apply

Relationship manager/s Sbicap Securities

1 - 6 years

0 - 3 Lacs

Vijayawada, Visakhapatnam, Guntur

Work from Office

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)

Posted 3 months ago

Apply

Equity Dealer & Business Development Executive Winners Capital Line

- 1 years

1 - 2 Lacs

Vadodara

Work from Office

Job Summary: As an Equity Dealer, you will be responsible for executing buy and sell orders for equities on behalf of clients, maintaining client relationships, and ensuring all trades comply with regulations. You will need to stay updated on market trends, analysis, and execute orders efficiently while managing risk. Key Responsibilities: Execute equity buy and sell orders for clients based on their instructions. Monitor equity market conditions and provide clients with timely advice and updates. Ensure compliance with all regulatory and exchange rules when executing trades. Maintain accurate records of all transactions and positions. Analyze market trends, identify trading opportunities, and suggest strategies to clients. Maintain strong relationships with existing clients while seeking new opportunities for client acquisition. Monitor and manage risk associated with equity trading activities. Provide timely market updates and advice to clients regarding potential opportunities and risks. Liaise with back-office and support teams to ensure smooth settlement of trades. Ensure proper documentation of all trading activities and ensure compliance with internal policies.

Posted 3 months ago

Apply

Equity Dealer Apex Services

1 - 2 years

1 - 6 Lacs

Hyderabad, Chennai, Bengaluru

Work from Office

Dear Candidate, 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 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, etc) 4) Graduation and nism 8 certificate is mandatory Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

Posted 3 months ago

Apply

PCG Equity Advisor@Motilal Oswal Motilal Oswal Financial Services (MOFSL)

5 - 10 years

5 - 13 Lacs

Bengaluru, Bangalore Rural

Work from Office

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

Posted 3 months ago

Apply

Page 11 of 11

Previous 8 9 10 11

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.