4712 Equity Jobs - Page 3

1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to me...

1) Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate (Franchisee, IFA)to scale existing base & revenue through quality service & Showcasing future opportunity 4) Will be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to meet large customers an...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitoring &...

VP/ AVP/ DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee/IFA), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep m...

1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/ Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to m...

Postion - Cluster Manager - Stock Broking & Investment Products, Partner Alliances- Franchisee, IFAs 1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 3) Maintain relationships with the existing network of ...

1) To drive the sales targets for the team and build teams as per companys annual target and over all objectives. 2) Distribution of all Financial Products like Equity, Mutual Funds, PMS, AIF, Insurances, Corporate Fixed Deposits. 3) To focus on Revenue & Profitability with achievement of target and Yield management. 4) Achieve the revenue growth & profitability to upscale the team 5) Team Management Skills 6) Increasing the client base, revenue, and market share in the team. 7) Increase the Pool & Base of UHNI, and corporate customers, with the Team and Personal Network. 8) Ensuring FPD Productivity is as per the defined standards. 9) 5 To 6 Years from Banks , Broking & Wealth Management co...

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2)Update clients for orders and trade on the recorded line. 3)Maintain active clients as per the defined norms. 4)Activate dormant clients. 5)Ensure resolution of clients query. 6)Maintain records of business on internal software. 7)Liaison with branches for revenue generation and query resolution 8)Follow guidelines of Risk management and Settlement 9)Ensure compliance as per various regulator and organization guidelines. 10)Acquire quality clients through networking, database, market intelligence and references from existing clients. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Risk, Regulati...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...

Dear Applicants, Greetings from Teamware Solutions! Position: Regulatory Reporting Location: Mumbai (Apply if you are in western line) Notice Period: Immediate Joiners Experience : 2-4 Years Interested candidates can apply to the given Email ID: srividhya.g@twsol.com Job Description: A line Professional Operations Specialist executes Operations processes and/or supports process management and project efforts. • There is also a requirement to centrally coordinate, manage and control this process across vendor and other geographical locations to ensure regulatory reporting exceptions are managed effectively on a daily basis. • Given the ever changing regulatory landscape; technology priorities...

Intern - Wealth Management - Noida Location - 5 no's Note: Only local candidates who can join immediately are requested to apply. 1. Knowledge about Capital Market, Mutual Fund, Mergers and Acquisitions Advisory, and Financial Restructuring Advisory 2. Identify new investment trends and opportunities 3. Learning about Equity, Capital Markets, PMS related 4. Work closely with Internal Departments 5. Assess the performance of Stocks, Investments & Bonds Intern Duration: 3 to 6 months (depends on the requirement) Qualification: MBA in any discipline (Fresher only) Location: Noida Stipend: Rs. 4,000/- to 5,000.00 per month Note: * Direct Interview (No Virtual Interview) * Work from Office Only *...

Associate Manager - AMC Operations Location: Bangalore About the Team The Investments team at Navi manages our portfolio of investment products, including mutual funds and digital gold. The team is responsible for conceptualizing new investment solutions and expanding the customer base for existing products, driving growth and accessibility in the investment space. About the Role This role is pivotal in ensuring the smooth execution of critical fund operations, from managing account openings and cash flows to overseeing trade settlements across asset classes. It involves working closely with multiple stakeholders to maintain operational accuracy, regulatory compliance, and timely execution, ...

Job Responsibilities: - Revenue Management; Responsible for ensuring the revenue targets through Online and digital marketing are achieved, shared responsibility of overall MF revenue targets along with segments - Business Analytics; Responsible for analysing internal and external trends in Mutual Funds industry & provide recommendations. Identifying business approach that addresses segment/customer level product fitment based on financial needs/trends/triggers. - Online Marketing; Strategize, plan marketing activities & for customer activation, achieve up-sell and cross-sell targets for DIY customers - Coordination with Principal; Responsible for coordination with Asset Management Companies...

Activation of client trading accounts, managing HNI clients, executing equity trades, driving revenue, advising on market trends, confirming trades, acquiring clients, collecting margins and monitoring MTM performance accurately daily. Required Candidate profile Graduate/Postgraduate, NISM 8 certified, strong communication, equity market understanding, able to manage HNI clients and achieve revenue targets.

The Product Manager has overall responsibility for achieving the sales and profit targets for the related product groups and creating the highest return for both TD SYNNEX and the vendor. While responsible for revenue outcomes, this is a sales enablement position. This will be achieved through marketing programs, sales training, sales support, technical pre-sales support, vendor contract and vendor relationship. These activities, especially sales and marketing are targeted at both the TD SYNNEX extended sales team and the partner community. Responsibilities: Assist in creation and execution of business plans for the vendor product group and associated services that achieve agreed vendor reve...

Mutual Funds, Equity/wealth management/ Corporate Actions location: Gurgaon Graduate or under grad with 6 months of exp in Same Profile Salary 23k to 35k ctc Skills: : Fluent Communication Skills 24/7 Shift Call/WhatsApp @ 9643085825(HR Rohit) Perks and benefits both side cab

The Product Manager has overall responsibility for achieving the sales and profit targets for the related product groups and creating the highest return for both TD SYNNEX and the vendor. While responsible for revenue outcomes, this is a sales enablement position. This will be achieved through marketing programs, sales training, sales support, technical pre-sales support, vendor contract and vendor relationship. These activities, especially sales and marketing are targeted at both the TD SYNNEX extended sales team and the partner community. Responsibilities: Assist in creation and execution of business plans for the vendor product group and associated services that achieve agreed vendor reve...

Visit customers and generate new leads Promote and sell company products/services Achieve daily, weekly, and monthly sales targets Build and maintain strong customer relationships Collect documents and ensure timely follow-ups Required Candidate profile Graduation is mandatory Required Local Candidate 1+ years of experience in sales in any field Willing to do field work Good communication and interpersonal skills Shash-8460886875 Perks and benefits Fixed Sallary+incentive and other Benefits

We are looking for a highly skilled and experienced Sales Executive to join our team on an on-premise basis. The ideal candidate will have a strong background in sales and mentoring, with excellent communication skills. Roles and Responsibility Develop and implement effective sales strategies to achieve business goals. Build and maintain strong relationships with clients and stakeholders. Conduct market research and analyze industry trends to identify new business opportunities. Collaborate with cross-functional teams to drive sales growth. Provide exceptional customer service and support to existing clients. Identify and pursue new business leads and opportunities. Disclaimer: This job desc...

We are looking for a highly skilled and experienced Housekeeping professional with 2 to 7 years of experience to join our team as a Van Driver. The ideal candidate will have a strong background in housekeeping and excellent driving skills. Roles and Responsibility Manage and maintain the cleanliness and organization of the van. Ensure all areas of the van are cleaned and sanitized regularly. Drive the van safely and efficiently, adhering to traffic laws and regulations. Maintain accurate records of deliveries and pickups. Provide excellent customer service to clients and passengers. Collaborate with other team members to achieve high levels of customer satisfaction. Disclaimer: This job desc...

Lead and manage a team of sales executives Assign daily targets and monitor performance Support team members in field sales activities Drive lead conversion and business growth Conduct regular follow-ups and review meetings Required Candidate profile Graduation is mandatory Required Local Candidate 1+ years of experience in sales in any field Willing to do field work Good communication and interpersonal skills Shash-8460886875 Perks and benefits Fixed Sallary+incentive and other Benefits

Generate business via field sales Source referral leads Understand customer needs Visit customers and generate new leads Promote and sell company products/services Ensure smooth issuance Regular follow ups Required Candidate profile Graduation is mandatory Required Local Candidate 1+ years of experience in sales in any field Willing to do field work Good communication and interpersonal skills Shash-8460886875 Perks and benefits Fixed Sallary+incentive and other Benefits

* Acquire new customers through field sales * Understand needs and suggest suitable plans * Maintain follow-ups and customer relationships * Ensure quality business and compliance * Achieve assigned business targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Documents mandatory from last company Senior HR {Piyush-7984704065} M- piyush@sresthinfo.com Perks and benefits On Roll job + high CTC Incentives + Allowances

Responsibilities Key Deliverables Responsibilities: Assisting to manage and grow existing customer relationships by learning past trend, analysing data, creating presenations, etc. Identifying opportunities and securing new customers by Cleaning Analysing Export Data, expertease in - website search, product related information, trend, trade fair details, exhibitors, etc. Assisting to add new customers onboarding in markets like China, South East Asia, Europe and Canada by checking authenticity of customers - sanction check, insurance cover, KYC, Contract, etc. Working collaboratively with operations and quality teams to deliver high level of customer satisfaction. Learning adapting to ERP sy...

Hiring!! Greetings from Teamware Solutions! Role: Associate Exp: 0 - 1 Year Location: Mumbai, Chennai, Bangalore Notice Period: Immediate Apply Now: sindhu.d@twsol.com Primary Responsibilities Acquire complete understanding of NAV Calculation & its related functions with various parties involved. For example: Custody, TA, Pricing, Corporate Actions, etc. Become a SME (Subject Matter Expert) of the process by acquiring complete knowledge of NAV Calculation Processing & Review across all funds & instruments types. Ensure all reconciliation breaks in TA, Cash & Stock are validated and justified for each calculated NAV. Ensure NAV calculations are produced in a timely manner as per SLA. Complete...