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1.0 - 5.0 years
4 - 7 Lacs
Mumbai
Work from Office
Company: CoinDCXJob Title: Telecalling Executive - Equity to Crypto ConversionLocation: MumbaiJob Summary:We are seeking a dynamic and persuasive Telecalling Executive to engage with leads fromthe Equity Derivatives Market and other sources and convert them into active participants inthe Crypto Futures Market. The ideal candidate will have a strong understanding of financialmarkets, excellent communication skills, and a proven track record in sales or client conversion.This role is crucial for expanding our crypto trading community by onboarding experiencedtraders and guiding them through the transition to crypto futures trading.Key Responsibilities: Make outbound calls to potential traders and investors from the equity derivativesmarket. Educate prospects about the advantages of crypto futures trading over traditionalderivatives. Explain trading strategies, market trends, and platform benefits to encourageconversion. Handle queries regarding account setup, platform usage, and risk management. Develop and maintain strong relationships with prospective and existing traders. Work closely with the sales and marketing teams to achieve monthly conversion targets. Keep up-to-date with crypto market trends, new regulations, and trading strategies. Maintain accurate records of calls, follow-ups, and successful conversions.Key Requirements: Bachelors degree in Finance, Business, Economics, or a related field (preferred but notmandatory). Prior experience in telecalling, sales, trading advisory, or financial services. Excellent communication, persuasion, and negotiation skills. Ability to explain complex financial concepts in simple terms. Proficiency in CRM tools and Microsoft Office Suite. Self-motivated with a result-oriented approach.Preferred Knowledge of equity derivatives, futures trading, and cryptocurrencies. From an equity broker/sub broker company backgroundBenefits: Competitive salary with attractive performance-based incentives. Opportunity to work in a fast-growing and evolving crypto industry. Training and upskilling opportunities in crypto trading and blockchain technology. A dynamic and collaborative work environment.If you are passionate about financial markets and have the ability to drive trader conversion, wewould love to hear from you! Apply now to be a part of our innovative journey in the cryptospace.
Posted 3 weeks ago
1.0 - 3.0 years
3 - 5 Lacs
Mumbai, Mumbai Suburban
Work from Office
Greetings from Teamware Solutions! Position: DOI Experience: 0.6 - 3 Years Location: Mumbai (Apply if you are in western line) Notice Period: Immediate Joiners Interested candidates can apply to the given Email ID: srividhya.g@twsol.com Job Description: 1. Product Knowledge Exposure and understanding of Equity product and Derivative Products Advanced knowledge of trade flows and operational models. Advanced level of regulatory understanding. 2. Technical Knowledge/Experience Experienced with MS Office (MS Excel/Access/Outlook etc.) & is currently using excel / Microsoft application in daily BAU. Has the ability to absorb information and learns quickly
Posted 3 weeks ago
1.0 - 3.0 years
3 - 5 Lacs
Mumbai, Mumbai Suburban
Work from Office
Greetings from Teamware Solutions! Position: Derivatives & Equity (Advance Excel) Experience: 0.6 - 3 Years Location: Mumbai (Apply if you are in western line) Notice Period: Immediate Joiners Interested candidates can apply to the given Email ID: greeshma.t@twsol.com Job Description: 1. Product Knowledge Exposure and understanding of Equity product and Derivative Products Advanced knowledge of trade flows and operational models. Advanced level of regulatory understanding. 2. Technical Knowledge/Experience Experienced with MS Office (MS Excel/Access/Outlook etc.) & is currently using excel / Microsoft application in daily BAU. Has the ability to absorb information and learns quickly
Posted 3 weeks ago
1.0 - 4.0 years
2 - 3 Lacs
Ghaziabad
Work from Office
Execute client orders in equity derivatives segment Monitor and manage open positions and risk exposures. Provide market updates, trading strategies, and investment advice to clients. Exchange, and internal trading guidelines. Required Candidate profile Trading Experience on Terminals Like ODIN, NEST Etc, XTS, Back office Operations Proficient in - MS Excel
Posted 3 weeks ago
11.0 - 20.0 years
8 - 15 Lacs
Gandhidham, Vadodara
Work from Office
Immediate and Urgent requirement Senior Relationship Manager Job Location - Vadodara / Gandhidham Primary 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. Overall Experience 10+ Years. Interested candidate can share their resume at monikarathod@hdfcsec.com
Posted 3 weeks ago
1.0 - 6.0 years
3 - 6 Lacs
Hyderabad
Work from Office
Dear Candidates, We are particularly looking forward for candidates with experience in Banca Channel/ Independent Broking house or Franchisee who are looking for an opening with Bank Broking channel Job Description: Roles and Responsibilities 1. Communicating trading calls and investing Ideas to customers. 2. Thorough knowledge of all exchange rules, regulations and compliances. 3. Ability to advise the clients from time to time based on the research calls. 4. Generating brokerage and volume. 5. To Trade on behalf of clients, keeping them informed about rates, research information and market outlook , order & trade details and confirmations. 6. Identify new streams for revenue and maintain cordial relationship with existing clients. 7. Developing relationship with Clients and generating leads through references. 8. Achieve laid down target W.r.t Revenue Generation And Client Activation. 9. Cross selling third party products( Life Insurance & Mutual funds.) Designation: Equity Dealer Location : Hyderabad Qualification : Minimum Graduation Certification : NISM Series VIII Age : Max 40 Years Candidate Profile: Equity Dealer 1) Graduation 2) Candidates with minimum 1 year experience in Equity Dealing is mandatory Candidates may also send their resume to manasi.s@sbicapsec.com Whatsapp : 7736562628 Thanks & Regards, Team HR SBICAP Securities Ltd.
Posted 3 weeks ago
1.0 - 3.0 years
2 - 4 Lacs
Ahmedabad
Work from Office
Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri Ahmedabad (S G Highway, Shapath V) (NISM VIII) Mandatory Roles & Responsibilities : Managing of 3000 to 5000 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Share cv- salonidevi.vishwakarma@kotak.com Contact no.- 7039279297
Posted 3 weeks ago
5.0 - 9.0 years
16 - 25 Lacs
Pune
Hybrid
Good product knowledge & prior exp. of working in the derivative products (ex. Equity Derivatives, FX derivatives, Interest Rate Derivatives, Commodities, Credit derivatives, Securities, Structured Notes) wid understanding of Trade life cycle events. Required Candidate profile BA Business Domain: Investment Banking/Capital Markets | Front-to-Back | Financial Derivative Products |Trade Capture & Controls, Prior Capital Market BA exp. executing Front-to-Back change projects
Posted 3 weeks ago
2.0 - 6.0 years
3 - 6 Lacs
Mumbai, Dadar
Work from Office
The Equity Derivatives Dealer will be responsible for executing trades, managing multiple accounts, ensuring accurate trade recording, and mitigating risks in line with market and company guidelines. The role demands a strong understanding of derivatives trading, advanced risk management capabilities, and proficiency in handling large data sets using Excel. In addition to trading responsibilities, the role will involve client interaction and sales-related activities, including identifying trading opportunities for clients and supporting client acquisition and retention strategies. Responsibilities Execute trades efficiently across various accounts, ensuring minimal slippage and optimal trade execution. Monitor exposure limits at each account level, ensuring compliance with risk management policies and internal limits. Maintain accurate and thorough records of all trades, ensuring full compliance with company policies and regulatory requirements. Monitor and manage multiple accounts, switching seamlessly between them as needed to provide timely execution and updates. Provide ongoing account management, including account reconciliation, trade confirmations, and regular reporting. Use advanced Excel functions to analyze data, prepare reports, and model trade scenarios. Coordinate with the risk management team to ensure appropriate hedging strategies are in place. Provide regular ledger balance updates and account reconciliation to management. Use the ODIN terminal proficiently for trade execution, monitoring, and reporting. Stay updated with market trends, regulatory changes, and best practices in derivatives trading. Engage in sales and client-facing activities, including identifying client needs, presenting derivative products, and contributing to revenue generation. Support client acquisition and relationship management efforts through regular communication and market insights.
Posted 3 weeks ago
3.0 - 6.0 years
2 - 4 Lacs
Gandhinagar, Ahmedabad
Work from Office
Hello Job seekers, We are looking for a dynamic RMS Executive for Gift City Location to join our vibrant team in Gandhinagar, Gujarat! Role & responsibilities :- Good Knowledge of ODIN/GREEK/NEAT Admin functionality. Executing the process of BOD &EOD[ Beginning and end of Day] and limit setting and holding uploading as well as other RMS Processes with the ability to adapt to improving technology. Cross checking BOD for all segments before Market Start. Making Activation and Deactivation of Trading Terminals. Ability to resolve queries on a day-to-day basis. Keeping Monitoring on Additional Surveillance Margin (ASM) and reporting to HOD. Blocking GSM and Illiquid scrip on Time to Time in the Trading system. RMS Blocking for Far month Contract, RMS Blocking for Illiquid scrip & Ban Period Contracts. Keeping track of MTM[Mark to Market] Alert violation, MTM net position & Square off the open position once MTM Loss get triggered. Responsible for squaring off all the intraday position through Timer Square off for all segments. Supervision of Limit assigned to traders (Base Limit and Intraday limits). Coordination with Branch and traders. Preferred candidate profile:- Education: Any Graduate/Diploma. Experience : 3 To 6 Years in Same Segments. Knowledge and relevant experience of capital market. Capability to take proactive measures to mitigate risk. Apply Now! Send your updated CV with the subject line " Application for RMS Profile- Gift City" to: Krishna.chavda@junomoneta.in or contact 7698104739. Thanks, HR Department.
Posted 3 weeks ago
0.0 - 4.0 years
2 - 3 Lacs
Surat
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 8422827224 or share CV on rahul.jani@tradebulls.in
Posted 3 weeks ago
3.0 - 4.0 years
2 - 3 Lacs
Mumbai
Work from Office
We are looking for a skilled and experienced Options Dealer to join our dynamic dealing desk in Mumbai. The ideal candidate will have a strong understanding of equity and derivatives markets, demonstrated experience in Options Trading, and a proven ability to manage HNI and UNI clients effectively. A valid NISM Series VIII (Equity Derivatives) certification is mandatory, along with a minimum of 34 years of relevant experience. Key Responsibilities Execute trades in Equity and Derivatives (Options) on behalf of clients with 0% dealing errors. Efficiently handle and manage HNI and UNI clients with a focus on timely trade execution and exceptional service. Operate trading terminals such as Neat, Kambola, Greeke, and ODIN with proficiency. Provide real-time order updates and confirmations to clients over recorded communication lines. Engage consistently with clients, including the reactivation of dormant accounts. Promptly address and resolve client queries in a professional manner. Maintain accurate trade execution records and client interaction logs using internal CRM tools. Collaborate with internal branches for revenue generation and effective issue resolution. Ensure strict adherence to Risk Management, Settlement, and Compliance protocols. Comply with SEBI regulations, exchange rules, and internal company policies. Acquire and onboard quality clients through strategic networking, referrals, and market insights. Execute orders using Bloomberg or equivalent trading platforms. Required Skills & Qualifications Minimum 4 years of experience in Institutional Dealing. Valid NISM Series VIII (Equity Derivatives) Certification. Comprehensive knowledge of equity and derivatives (options) trading. Proficiency in using trading terminals and software (e.g., Bloomberg, ODIN). Strong client servicing and relationship management skills.
Posted 3 weeks ago
3.0 - 7.0 years
4 - 8 Lacs
Mumbai
Work from Office
Client Acquisition & Relationship Management Build and manage strong relationships with institutional clients such as Asset Management Companies (AMCs), Insurance Firms, NBFCs, Corporates, and Treasury Desks. Understand client investment objectives and provide customized solutions across equity, debt, derivatives, and alternate asset classes. Engage with clients regularly through meetings, calls, webinars, and corporate events. Sales & Product Pitching Promote brokerage services, research ideas, and execution capabilities to institutional clients. Target new empanelment opportunities and expand the client base. Drive high-volume and high-value transactions through strategic targeting and relationship management. Coordination with Research & Trading Teams Act as a liaison between clients and the research desk to deliver investment ideas and insights. Coordinate with the trading desk to ensure timely and best execution of institutional trades. Provide actionable client feedback to internal teams to improve offerings and service. Market Intelligence & Reporting Track and analyze market trends, fund flows, institutional investment behavior, and regulatory updates. Generate and present MIS reports, client activity summaries, and strategic business development plans to management. Skills & Competencies Strong knowledge of equity and fixed income markets. Established institutional client network and proven relationship management capabilities. Excellent communication, presentation, and negotiation skills. High-level analytical and strategic thinking ability. Proficiency in tools such as Bloomberg, Reuters, MS Excel, and CRM platforms. Preferred: NISM certifications in Equity Derivatives and Research Analyst.
Posted 3 weeks ago
9.0 - 12.0 years
7 - 10 Lacs
Mumbai Suburban, Mumbai (All Areas)
Work from Office
Vacancy Name: Lead Associate Vacancy Reference: VN2652 Location Country: India Location City: Andheri West - Mumbai Description: The incumbent will join the Fees & Expense Management department, where they will be responsible for managing a team of 10 FTEs analyzing and reconciling various fees related to Brokerage, Clearing, and Exchange services in line with client service-level agreements. The role involves leading the team responsible to understand and calculate various fees and handling tasks related to invoice processing for a wide range of over the counter (OTC) and Listed Derivatives products. A significant part of the role involves client management, escalation management, collaborating with external vendors such as brokers, clearing firms, agent banks and custodians. The role also involves optimization of costs and processes, reducing invoicing errors, improving data quality, and automating manual tasks which calls for collaboration with number of internal teams such as Projects, Development, Quality Assurance and Business Analysts. Job Responsibilities: - Lead and manage the team responsible to reconcile fees related to OTC products such as CDS, IRS, FX, Equity, and Bonds. - Allocate work efficiently and ensure deadlines and SLAs are met - Conduct training sessions to upskill team member - Identify operational risks and implement mitigation strategies - Identify inefficiencies in operational workflows and propose improvements - Utilize the Smartstream Fees & Expense Management solution to match client data, identifying and resolving exceptions through a structured dispute management process. - Investigate client and vendor inquiries across a wide range of areas, including invoices, brokerage calculations, fees, volumes, and global exchanges. - Collaborate with external vendors and clients to resolve disputes and address any discrepancies. - Engage in client and stakeholder management - Analyze existing systems and procedures, providing recommendations for enhancements. Work with internal teams to resolve billing issues and optimize systems and processes. - Contribute to the development and refinement of systems, processes, policies, and procedures. - Engage in leading the Functional User Acceptance Testing (UAT) initiatives - Leave management of the team - Hiring, training & development and performance appraisals of the team Key Skills: • 10-12 years of Derivatives Product knowledge with exposure towards OTC Brokerage • Minimum 5+ years of experience in managing team within investment banking operations • Exposure to Brokerage Reconciliation process within investment banking domain is a plus • Sound knowledge of Investment Banking products, predominantly Derivatives • in-depth understanding of Trade Lifecycle • Understanding of Service Level Agreements (SLA) and management • Understanding the process of establishing RACI • Excellent knowledge of MS office applications and SQL • Analytic problem solving skills • Good numeracy skills. • Need to have a can do attitude to resolve complex issues • Comfortable in a fast moving environment with multiple customers and tasks. • Works well in a busy environment and takes full ownership. • Should be a go-getter • Hardworking and flexible with timings (Currently no shifts) • Should hold valid passport and must be willing to travel, if required • Should be Proficient in Microsoft Excel Desirable Skills: • Understanding of Tableau • Understanding of SQL Qualifications: Graduate/Post Graduate in any faculty related to Banking and Financial Services Experience: Overall, 10-12 years with minimum 5 years of experience within Brokerage Reconciliation / Reconciliation within investment banking domain. Of the total experience, Team management experience of at least 5 years is a must. Employment Type: Permanent Equality Statement: SmartStream is an equal opportunities employer. We are committed to promoting equality of opportunity and following practices which are free from unfair and unlawful discrimination.
Posted 3 weeks ago
1.0 - 4.0 years
12 - 16 Lacs
Mumbai
Work from Office
Join us as an "Equity Derivatives Structuring" at Barclays Equity Derivatives Structuring is the dedicated trading and structuring team within Barclays, responsible for structured derivatives. The team works with a full range of clients and is a global leader in providing structured solutions for both sides of the balance sheet and various investment strategies. The purpose of this role is to assist the structuring team in pricing and delivering solutions to clients in a timely manner. The candidate will over time need to develop a strong understanding of various structure products traded by Barclays, their pricing parameters, risk factors and sensitivities. They would need to develop an understanding of how trades will perform under different market conditions and across the life of the trade and the Profit & Loss movement, eventually supporting the desk with stress testing and pricing of various structured products. To be successful as an "Equity Derivatives Structuring", you should have experience with: Basic/ Essential Qualifications: Understanding payoff of structured products (Exotic Options like Auto-callables, Equity Linked Notes, Basket Options, etc. ) and having the ability to understand the greek profile of various exotic option structures. To be able to use different in house models to be able to price them in a relatively short time to meet the demand from Sales during live market. Ability to run various pricing engines via Python to make the pricing process further efficient. Providing support to the traders on an adhoc basis on daily trade life cycle activities like monitoring impact of corporate actions on Quantitative Investment Strategy business, updating PNL generated for the day etc. for Exotic Options. Automation of Factsheet and MTM reports as a part of the BAU activity to send position reports and analytics to client and other teams. *Provide term sheet and stress tests once the trades/strategies have been executed. As the candidate would be working with various infrastructure teams and speaking to them, they should have a good verbal communication. *Verifying client reports for correctness in data before they are circulated. *Ability to communicate effectively with stakeholders like Global Structuring, Trading, IT and Legal teams to ensure any issues resolved proactively. *The candidate would have to interact with counterparts in New York. The candidate would have to work with the structuring and trading teams to understand the requirements, create the analytics, identify the opportunities and communicate the same to the desk. Ability to prioritize different responsibilities and guide junior team members to deliver their work. Desirable skillsets/ good to have: The candidate will have to be proactive in identifying issues and getting them resolved by aliasing with various stakeholders. The candidate needs to work on several time sensitive activities and hence is required to be meticulous and efficient. *Good knowledge of Equity Derivatives and Indices. Strong Analytical and Quantitative ability. Eye for Detail - Need to make sure all corporate actions are incorporated. Any missing prices are updated. Good Programming skills including Excel/VBA and Python to focus on automation and efficiency generation. *Strong co-ordination skills to manage multiple tasks. *Flexible to work long hours. *Excellent communication skills (oral/written) and good written/presentation skills. *Proactive in nature. Should be able to demonstrate a self-starting attitude. This role will be based out of Mumbai. Purpose of the role To develop and implement structured financial products and solutions to meet the needs of clients and optimize the banks market exposure and profitability. Accountabilities Development of innovative structured financial products and solutions to address the specific needs of clients, including derivatives, structured notes, and other structured investment products. Risk analysis and management associated with structured products, including market risk, credit risk, and operational risk, to ensure compliance with regulatory requirements and bank policies. Assessment of pricing and valuation of structured products, including the use of mathematical models and financial instruments, and liaising with trading to ensure competitive pricing. Collaboration with traders, risk managers, and other stakeholders to ensure effective product implementation and risk mitigation. Assistant Vice President Expectations To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc). to solve problems creatively and effectively. Communicate complex information. Complex information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes.
Posted 3 weeks ago
2.0 - 7.0 years
2 - 4 Lacs
Ahmedabad
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 8422827224 or share CV on rahul.jani@tradebulls.in
Posted 3 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
Kolkata, Shillong, Dhanbad
Work from Office
LOOKING FOR NISM VIII CERTIFICATION FOR THE ROLE OF EQUITY DEALER Location - Kolkata, Shillong, Dhanbad CTC Budget - 3.5 lacs -5.5 lacs Experience - 1 to 10 years *Job Description* Communicating Intra-day Trading Calls And Investing Customers Individually Operate NSE/BSE Terminals Ability To Advise The Clients From Time To Time Based On The Research Advices. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation. Interested candidate can share their updated cv manasi.s@sbicapsec.com or contact on 7736562628
Posted 4 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
Kolkata
Work from Office
LOOKING FOR NISM VIII CERTIFICATION FOR THE ROLE OF EQUITY DEALER * *** NISM VIII****** Location - kolkata CTC Budget - As per Company standard Experience - 1 to 10 years *Job Description* Communicating Intra-day Trading Calls And Investing Customers Individually Operate NSE/BSE Terminals Ability To Advise The Clients From Time To Time Based On The Research Advices. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation. Interested candidate can share their updated cv anuradha.das @sbicapsec.com or contact on 8697730260
Posted 1 month ago
0.0 - 5.0 years
2 - 4 Lacs
Vadodara
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. Team handling Interested can contact on 8422827224 or share CV on rahul.jani@tradebulls.in
Posted 1 month ago
2.0 - 7.0 years
3 - 8 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Equity Advisor CTC: Upto 10 LPA Roles and Responsibilities: Execute trades on behalf of clients, aligning with their investment strategies and preferences. • Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. • Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). • Acquire new clients while maintaining and nurturing long-term relationships with existing clients. • Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. • Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a strong understanding of financial products and market trends. Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. • Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must. If interested Please share your resume with the designation name in the subject and apply to jrvconsulting.careers@gmail.com
Posted 1 month ago
2.0 - 5.0 years
3 - 6 Lacs
Kolkata, Chennai, Delhi / NCR
Work from Office
Role & 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: Postgraduate 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.
Posted 1 month ago
1.0 - 6.0 years
3 - 5 Lacs
Hyderabad
Work from Office
Role & responsibilities Direct 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 Assest 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. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, Broking revenue, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Ensure at least one client meeting per day is done. Preferred candidate profile Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series VIII (Equity derivatives) NISM – Commodity Technical analysis certification course & derivative certification course will be an added advantage
Posted 1 month ago
1.0 - 6.0 years
3 - 5 Lacs
Bikaner
Work from Office
Interested candidates can mail their updated resumes on pushpendra.solanki@sbicapsec.com Whatsapp Only: 9116539974 Designation: Equity Dealer Location: Bikaner Certificate: NISM 8 (Equity Derivatives Certification) Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Research Information And Market Outlook, Order & Trade Details, And Confirmations. 9. Identify And Develop New Streams For Equity Revenue Growth And Maintaining Cordial Relationship With Existing Clients. 10. Developing Relationship With HNI Clients And Generating Leads Through References. 11. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation
Posted 1 month ago
4.0 - 9.0 years
4 - 8 Lacs
Noida, New Delhi, Delhi / NCR
Work from Office
Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + Location - 13th Floor - A, Statesman House, Barakhamba Road, New Delhi - 110001 Noida - ANSAL FORTUNE ARCADE, Unit no = MZ 52 To 63, MEZZANINE FLOOR, ANSAL FORTUNE ARCADE SECTOR 18, NOIDA PIN- 201301 UTTAR PRADESH 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. Interested candidate can share there updated resume at devashree.lad@hdfcsec.com
Posted 1 month ago
8.0 - 13.0 years
10 - 15 Lacs
Hyderabad
Work from Office
Axis Securities Limited is looking for Senior Equity Dealer to join our dynamic team and embark on a rewarding career journeyMaintain strong client relationships through regular communication, portfolio reviews, and proactive investment recommendations.
Posted 1 month ago
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