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1.0 - 6.0 years
1 - 4 Lacs
Aurangabad
Work from Office
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
Posted 2 months ago
3.0 - 8.0 years
5 - 6 Lacs
Lucknow
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)***
Posted 2 months ago
3.0 - 8.0 years
5 - 6 Lacs
Chandigarh, Dehradun, 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 year experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)***
Posted 2 months ago
3.0 - 8.0 years
5 - 12 Lacs
Mumbai, Thane, Mumbai (All Areas)
Work from Office
- 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 1 years of experience in equity dealing or related role. - Excellent understanding of financial markets. - Investment Advisory
Posted 2 months ago
3.0 - 8.0 years
5 - 12 Lacs
Chandigarh, Gurugram, Delhi / NCR
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 with any Indian Broking Company *** (On Job Experience with Indian Broking Company)***
Posted 2 months ago
6.0 - 11.0 years
6 - 12 Lacs
Rajahmundry, Vijayawada, Visakhapatnam
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 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***
Posted 2 months ago
4.0 - 6.0 years
4 - 6 Lacs
Vijayawada, Hyderabad
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, 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:
Posted 2 months ago
4.0 - 9.0 years
4 - 7 Lacs
Junagadh, Ahmedabad, Rajkot
Work from Office
Senior Equity Dealer in Stock Market- Contact Minakshi@ 9811985863 / qrn.pplacement@gmail.com Location: Ahmedabad/ Rajkot. /Junagadh/Gandhidham Position: Senior Equity Dealer Required Candidate profile Experience : min 4 years yrs in broking ctc 50k to 60k To book orders on behalf of clients Good communication Knows local language
Posted 2 months ago
2.0 - 7.0 years
5 - 10 Lacs
Hyderabad, Pune, 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 2 months ago
1.0 - 6.0 years
3 - 7 Lacs
Indore, Jabalpur, 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 2 months ago
1.0 - 5.0 years
3 - 5 Lacs
Prayagraj, Varanasi, Vijayawada
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 2 months ago
1.0 - 5.0 years
3 - 6 Lacs
Kolkata, Gwalior, Indore
Work from Office
Advising clients on Equity, Derivatives Market Creation of revenue & Activation of clients through effective Advisory order punching, Trade confirmation, Portfolio Management client acquisition in month Required Candidate profile Co. provide existing clients for advisory.Cross Selling of Company another financial Product like Mutual Fund, SIP, PMS , Insurance NISM 8 compulsory, If not then you have to Clear before joining
Posted 2 months ago
1.0 - 5.0 years
3 - 6 Lacs
Noida, Kolkata, Vijayawada
Work from Office
Advising clients on Equity, Derivatives Market Creation of revenue & Activation of clients through effective Advisory order punching, Trade confirmation, Portfolio Management client acquisition in month Required Candidate profile Co. provide existing clients for advisory.Cross Selling of Company another financial Product like Mutual Fund, SIP, PMS , Insurance NISM 8 compulsory, If not then you have to Clear before joining
Posted 2 months ago
1.0 - 5.0 years
3 - 6 Lacs
Bhopal, Gwalior, Indore
Work from Office
To acquire 7-8 new clients per month for Demat Account Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts Required Candidate profile SIPs 5 SIPs per month of Rs. 2000 each.Educational Qualifications: Graduation Experience: Minimum 6 Month Experience in sales/wealth management in BFSI Sector
Posted 2 months ago
0.0 - 5.0 years
3 - 5 Lacs
Varanasi, Kolkata, Chandigarh
Work from Office
To acquire 7-8 new clients per month for Demat Account Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts SIPs 5 SIPs per month of Rs. 2000 each. Required Candidate profile Educational Qualifications: Graduation Experience: Minimum 6 Month Experience in sales/wealth management in BFSI Sector
Posted 2 months ago
0.0 - 5.0 years
3 - 5 Lacs
Kolkata, Hyderabad, Kanpur
Work from Office
To acquire 7-8 new clients per month for Demat Account Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts SIPs 5 SIPs per month of Rs. 2000 each. Required Candidate profile Educational Qualifications: Graduation Experience: Minimum 6 Month Experience in sales/wealth management in BFSI Sector
Posted 2 months ago
1.0 - 6.0 years
3 - 5 Lacs
Prayagraj, Varanasi, Gwalior
Work from Office
Candidate will be responsible for Sales of retail accounts acquisition for equity, commodity and currency. Responsible for third party business also like MF , Sip, Insurance and PMS.Liability Product
Posted 2 months ago
1.0 - 5.0 years
3 - 5 Lacs
Kolkata, Gwalior, Indore
Work from Office
To acquire 7-8 new clients per month for Demat Account Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts Required Candidate profile SIPs 5 SIPs per month of Rs. 2000 each.Educational Qualifications: Graduation Experience: Minimum 6 Month Experience in sales/wealth management in BFSI Sector
Posted 2 months ago
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 2 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 2 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 2 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 2 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 2 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 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. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Watsapp- 7338112258 Note: Salary based upon experience and interview.
Posted 2 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 Equity Market and TPP Good communication (Written and Verbal). Should be NISM certified. Regards, Prashant Ghusale HR - HDFC Securities Ltd 9890442104
Posted 2 months ago
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