3574 Equity Jobs - Page 10

ENGAGEMENT OF SPECIALIST CADRE OFFICERS ON CONTRACT BASIS (ADVERTISEMENT NO: CRPD/SCO/2025-26/15) ONLINE REGISTRATION OF APPLICATION & PAYMENT OF FEES: FROM 27.10.2025 TO 17.11.2025 State Bank of India invites online applications from eligible Indian citizens for appointment to the Specialist Cadre Officers Posts on Contract Basis. Candidates are requested to apply online through the link given on Banks official website https://sbi.bank.in/web/careers/current-openings 1. The process of Registration is complete only when fee is deposited with the Bank through online mode on or before the last date for payment of fee / last date of online registrations. 2. Before applying, candidates are reque...

Relationship Officer The Relationship Officer will be responsible for managing Inbound calls, building client relationships, updating clients on market data, and facilitating trading and demat account processes. The role demands strong communication skills, financial product knowledge, and the ability to ensure. Location : Alwarpet, Chennai Qualification : Any Degree Experience : 0 - 6 months No. of Positions : 23

Position Overview: Were looking for a dedicated and personable account manager to maintain client accounts and serve as our main point of contact. The ideal candidate should have a passion for helping others and a drive for providing exceptional customer service. Applicants should also be proficient with spreadsheets, and various products of the Company. Objectives of this role Serve as the main point of contact in all matters related to client concerns and needs. Build and strengthen client relationships to achieve long-term partnerships. Maintain accurate client records, keeping track of any contract updates and renewals. Work with sales and other internal teams to develop strategic market...

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...

Profile : Relationship Manager *Acquire 7-8 new clients monthly from the open market. *Cross-sell third-party investment products to existing clients. *Generate revenue from all products offered to sourced accounts. *Secure 5 SIPs (Systematic Investment Plans) each month, with a minimum value of Rs. 2000 each. *Focus on expanding the client base through proactive outreach. *Leverage cross-selling opportunities to enhance product adoption. *Ensure consistent revenue growth from new and existing clients. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Avdhut : 7796426971

Profile : Relationship Manager 1. Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Cent...

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...

Independently manage PMS & AIF audits and compliance as per SEBI norms. Review AUM, income, and expense reconciliations, certify reports, coordinate with clients, guide juniors, assist partners, and drive process improvements for audit efficiency. Required Candidate profile • Strong understanding of SEBI PMS & AIF regulatory framework. • Proficiency in Excel, Power Query, and financial data analysis.

Job Description Position / Job Title Branch Manager Designation Assistant Manager/ Deputy Manager Department Branch Dealing Sub Department Sales Reporting To (title) Cluster head/ State Head Superiors Superior (title) Regional Head Location Across India Date Job Purpose Manage branch operations to achieve targeted sales turnover of the assigned branch and adhering to regulatory compliance. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue & costBranch revenue to be 3.5 times of the branch cost. Half of the branch salary cost to be generated from TPP products/ Currency 2ProductEquity/ Currency/ TPP and any other new launch.3Customers...

About Angel One : Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. You’ll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions – every single day. The vibe? Think less hierarch...

To build a career in financial product distribution by developing expertise in various investment instruments, understanding client requirements, and supporting the sales and promotion of Where2Invests flagship investment offerings. Key Responsibilities: Learn and develop in-depth knowledge of investment products such as Mutual Funds, Fixed Deposits, Bonds, PMS, AIFs, NPS, Sovereign Gold Bonds, Insurance-linked, and Equity-linked products . Educate and guide potential investors about Where2Invests new product offerings and how they enhance their existing portfolio. Assist senior sales managers in client acquisition, onboarding, and servicing processes. Participate actively in financial liter...

To build a career in financial product distribution by developing expertise in various investment instruments, understanding client requirements, and supporting the sales and promotion of Where2Invests flagship investment offerings. Key Responsibilities: Learn and develop in-depth knowledge of investment products such as Mutual Funds, Fixed Deposits, Bonds, PMS, AIFs, NPS, Sovereign Gold Bonds, Insurance-linked, and Equity-linked products . Educate and guide potential investors about Where2Invest’s new product offerings and how they enhance their existing portfolio. Assist senior sales managers in client acquisition, onboarding, and servicing processes. Participate actively in financial lite...

SUMMARY Chief Financial Officer ========================= Summary ------------ We are seeking an experienced and strategic Chief Financial Officer to lead our financial operations in Hyderabad. The ideal candidate will have a strong background in finance, with a proven track record of scaling financial operations in a listed manufacturing setup. As a key member of our leadership team, the CFO will be responsible for driving growth through strategic financial initiatives, managing stakeholders, and ensuring compliance with regulatory frameworks. Responsibilities - - - - - - - - - - - - - - - - - - - Develop and implement strategic financial plans, budgets, and governance frameworks Manage inv...

Job Summary Responsible for Trade and ICO Internal Project Management activities as per RACI chart working with relevant world area / PM teams for Pressure Management, Chennai. Coordinate with the world area PM (customer-facing) for smooth transition of project requirements from the order receiving to our internal teams. Follow up the project schedule with internal teams to ensure that the project milestones are met. Work with PM s, Internal stake holders, to ensure valves are scheduled and cleared for inspections and are shipped on time. Ensure that the sales target set for the year is met though coordination with both external and internal parties. In This Role, Your Responsibilities Will ...

Contact Anitha @ 9869504403 / qrn.anitha@gmail.com Location: Bangalore, Chennai & Hubli Equity Dealer and Sales profile. Experience : 1 to 5 yrs in broking, also keen in 3rd party sales after market hours. ctc 20k to 35k Required Candidate profile To book orders on behalf of clients Required Candidate profile Good communication Knows local language NISM -8 mandatory

Purpose of the Job: The Specialist - Investments would undertake financial research and report on prospective investment avenues. The successful candidate will study how an investment is likely to perform and how sustainable it is. You will participate in our sound portfolio-management strategy by providing the necessary data for our decision-making process. Responsibilities: conducting due diligence on companies and industries by researching, reading financial statements and market dataanalysing financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine how an organisation is positioned to deliver for inve...

We're Hiring! Location: Pune (Kharadi Office) / Hyderabad Role: Business and Domain Analyst Reconciliations (Data & AI) Experience: 5+ years relevant Join a high-impact, multi-year project focused on transforming reconciliation processes using AI and process reimagination. Be part of a fast-paced team driving innovation in financial operations! Key Responsibilities: Analyze FSD/TDD documents to understand business logic and data mapping Document As-Is processes and assess feasibility for AI interventions Write and execute complex SQL queries for data validation Identify and track defects using Jira; collaborate for quick resolution Reimagine processes into manual, semi-automated, and automat...

Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile. Showcase entire product suite of Kotak Group to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Deliver solutions to clients based on their investment profile in consultation with product research team. Periodic review of client portfolios in accordance with established procedures and/or timelines. Proactively advise and consult with the clien...

Accountable for implementing an integrated plan whichaddresses wealth creation, wealth preservation and wealth enhancement forprivate clients achieved through an in-depth analysis of the clients profile. Showcase entire product suite of Kotak Group toexisting clients and growing their assets across Mutual funds, PMS/AIFstrategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunitiesand Consumer or Business Asset/Loan products. Deliver solutions to clients based on their investmentprofile in consultation with product research team. Periodic review ofclient portfolios in accordance with established procedures and/or timelines. Proactively advise and consult with the clientsexpla...

To be responsible for dealing coordinators clients To be responsible for sourcing new accounts through coordinators To ensure active management of clients achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on clients profitability To have clear focus on client mining To conduct regular Client/coordinators Meetings update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated To assist in new clien...

Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as and when required

Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity based investment products, with prime focus on MNI and HNI segments to achieve targets. Responsible to manage team of Equity dealer / equity advisors generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the...

Responsible to manage team of Dealers generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short / medium term. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To ensure team achieves the assigned target on the web bases revenues as well as on the activation of the clients. Provide regular updates to the immediate superior as and when required with regulatory developments as and when needed

Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance Risk. Provide regular updates to the immediate superior as and when...

Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance Risk. Provide regular updates to the immediate superior as and when...