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1.0 - 5.0 years
3 - 6 Lacs
Kolkata, Vijayawada, Hyderabad
Work from Office
Advising clients on Equity, Derivatives Market Creation of revenue & Activation of clients through effective Advisory order punching, Trade confirmation, Portfolio Management 2 client acquisition in month. Leading Broking House In India Required Candidate profile Co. provide existing clients for advisory Cross Selling of Company another financial Product like Mutual Fund,SIP,PMS, Insurance NISM8 compulsory, If not then you have to Clear before joining the Co.
Posted 5 months ago
3.0 - 8.0 years
4 - 6 Lacs
Vijayawada, Visakhapatnam, Guntur
Work from Office
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
Posted 5 months ago
2.0 - 7.0 years
4 - 9 Lacs
Mumbai, Navi Mumbai, Mumbai (All Areas)
Work from Office
Advising & execution of orders on behalf of clients on equity, derivatives and option strategies.Managing a portfolio of NRI Clients & Understanding their Financial Goals Required Candidate profile Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. Responsible for generating revenue primarily through brokerage and TPP.
Posted 5 months ago
1.0 - 5.0 years
2 - 5 Lacs
Kanpur, Lucknow, Meerut
Work from Office
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: 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. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with your updated CV on apex.snehil@gmail.com if you are interested in the mentioned Job Role. you can call also on 8756632966
Posted 5 months ago
5.0 - 10.0 years
5 - 9 Lacs
Meerut, Bangalore Rural, Bengaluru
Work from Office
Role & responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate Min 5+ Years of experience in Equity Dealing NISM 8, 5A Mandatory Certifications Regards, Prashant Ghusale 9890442104
Posted 5 months ago
2.0 - 5.0 years
4 - 6 Lacs
Kollam, Kozhikode, Bengaluru
Work from Office
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 trade...
Posted 5 months ago
5.0 - 10.0 years
5 - 9 Lacs
Jalgaon
Work from Office
Role & responsibilities Responsible to manage the profitability of the Branch. Closely monitor revenue against cost and generate revenue through Equity/ TPP and any other new launch. Manage a team of RMs and Ensure proper segregation of customers and active clients mapped to RMs. Monitor brokerage of the branch/dealer and income from other products. Manage the clients in the locality within the said radius. Handle overall branch operation, risk and administration related activities Ensure connectivity in the branch. Coordinating with the research team for advice/review of the portfolio for top customers on regular basis. Eligibility Criteria: Experience in Team Handling. Good knowledge of Eq...
Posted 5 months ago
2.0 - 7.0 years
4 - 6 Lacs
Hyderabad, Mumbai (All Areas)
Work from Office
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 E...
Posted 5 months ago
1.0 - 6.0 years
4 - 5 Lacs
Pune
Work from Office
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...
Posted 5 months ago
3.0 - 8.0 years
3 - 8 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
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.
Posted 5 months ago
5.0 - 6.0 years
3 - 7 Lacs
Mumbai, Dadar
Work from Office
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/ ...
Posted 5 months ago
1.0 - 5.0 years
2 - 6 Lacs
Pune, Ahmedabad, Delhi / NCR
Work from Office
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.
Posted 5 months ago
3.0 - 8.0 years
4 - 6 Lacs
Lucknow, Gurugram, Jaipur
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 years experience in Equity dealing ( Terminal Handling) with any Indian Broking Company
Posted 5 months ago
5.0 - 10.0 years
4 - 9 Lacs
Ludhiana
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 communicatio...
Posted 5 months ago
1.0 - 6.0 years
2 - 6 Lacs
Kochi, Visakhapatnam, Coimbatore
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 5 months ago
1 - 5 years
1 - 5 Lacs
Kochi, Hyderabad, Bengaluru
Work from Office
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 mar...
Posted 5 months ago
7 - 12 years
7 - 13 Lacs
Bengaluru
Work from Office
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 Li...
Posted 5 months ago
3 - 8 years
3 - 8 Lacs
Kolkata, Mumbai, Nagpur
Work from Office
- 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
Posted 5 months ago
5 - 7 years
5 - 7 Lacs
Karimnagar, Hyderabad, Erode
Work from Office
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, s...
Posted 5 months ago
5 - 7 years
5 - 7 Lacs
Madurai, Chennai, Coimbatore
Work from Office
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, s...
Posted 5 months ago
3 - 5 years
5 - 7 Lacs
Mumbai, Hyderabad, Bengaluru
Work from Office
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 a...
Posted 5 months ago
3 - 8 years
5 - 10 Lacs
Vijayawada, Chennai, Coimbatore
Work from Office
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
Posted 5 months ago
4 - 9 years
5 - 10 Lacs
Bhubaneswar, Kolkata, Mumbai
Work from Office
* 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 ***
Posted 5 months ago
1 - 6 years
2 - 7 Lacs
Kanpur, Jaipur, Delhi / NCR
Work from Office
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...
Posted 5 months ago
1 - 6 years
2 - 4 Lacs
Mumbai, Mumbai Suburban, Navi Mumbai
Work from Office
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.
Posted 5 months ago
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