4720 Equity Jobs - Page 44

Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales. Roles and Responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his State Bank Branches/ investors / depending for selling / targeting speci...

Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales. Roles and Responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his State Bank Branches/ investors / depending for selling / targeting speci...

We're seeking an experienced Regional Head for Equity Sales to lead our sales team in Mumbai. The successful candidate will be responsible for managing the P&L, driving business growth, and expanding our market presence. Key Responsibilities: 1. Business Growth: Develop and execute strategies to drive equity sales growth, increase market share, and enhance client relationships. 2. Team Management: Lead and mentor a team of equity sales professionals, providing guidance and support to ensure individual and team targets are met. 3. P&L Management: Oversee and manage the P&L for the region, ensuring profitability and sustainability. 4. Client Relationship Management: Build and maintain strong r...

You will be responsible for creating an inspiring team environment with an open communication culture and setting clear team goals. Your key responsibilities will include: - Advising team members regarding client investments in Equity, Derivatives Market, and Mutual funds - Building relationships with team members to educate them about investments - Reporting to Management - Managing team relationships and conflicts - Facilitating team and individual development - Monitoring team performance and reporting on metrics You must hold a Bachelor's degree and have at least 1 year of total work experience, specifically in the share market. Proficiency in English is preferred. About the company: Dai...

As a Manager - Communications, Content Creation at a global healthcare biopharma company in Hyderabad, you will play a vital role in creating compelling content that resonates with diverse audiences. Your primary responsibility will be to collaborate with the Global IT Communications team and IT stakeholders to develop engaging digital and print content. Your duties will include producing videos, designing PowerPoint presentations, posters, infographics, and digital signage, while ensuring alignment with branding guidelines and quality benchmarks. You will also analyze data and feedback to enhance communications continuously. Key Responsibilities: - Collaborate with the Global IT Communicati...

As a Manager Sales at Geojit Financial Services Ltd, your role will involve managing a team of Financial consultants and financial advisors to generate revenue from sales of financial products like equity, mutual funds, and bonds. Your key responsibilities will include: - Advising and updating clients on various investment opportunities - Promoting products such as D-MAT, TRADING, MUTUAL FUND & INSURANCE - Prospecting new clients through cold calling, appointments, and references - Providing investment application forms to clients and assisting them in filling - Arranging investment awareness seminars - Preparing daily sales reports and analyzing clients' financial needs - Acquiring new clie...

As a member of the Security Services Team at Fiduciary Trust International, you will play a crucial role in providing operations support to the Global Markets Business. Your responsibilities will include back office and middle office operations related to securities, derivatives, futures, options, and currencies. Key functions will involve Trade Settlements, Inventory Management, Asset Services, Collateral Management, and Reconciliation. **Job Description:** - Settlements Teams are responsible for trade confirmation, settlement, fails monitoring, and communication with brokers, custodians, front office, and other internal departments to ensure timely settlement. - As a qualifying associate, ...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

ROLES & RESPONSIBILITIES: - 1. Franchisee Engagement & Client Acquisition Drive new client acquisition for acquired franchisees by executing hyperlocal engagement activities . Organize and manage events in premium residential societies and local communities to target HNI clients. Support franchisees in client onboarding, profiling, and business activation. 2. Revenue Generation & Business Support Drive growth for overall revenue generation for the franchisee partner. Assist in AUM accumulation through structured Broking products (StratX), drive MTF book growth , and boost product penetration. Track and evaluate the performance of High-Value Transactions (HVT) and High Net-Worth Individuals (...

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 ...

Franchisee acquisition (B2B or B2C) Servicing and relationship management for acquired franchisees and partner Revenue generation and business growth Required Candidate profile Broking / Other (Broking Dealer / MF b2b / Insurance b2b OR b2c) Interested Candidate Contact us 9414133911

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 NISM 8 & 5A certifications IRDA Min 4+ Years of experience in Equity Dealing is Mandatory. Regards, Prashant Ghusale Hr-HDFC Securities ltd 9890442104

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 NISM 8 & 5A certifications IRDA Min 4+ Years of experience in Equity Dealing is Mandatory. Regards, Prashant Ghusale Hr-HDFC Securities ltd 9890442104

Job Title: Financial Consultant / Wealth Advisor FC / SR. FC / AM Sales / MA Sales Functional Designation: Sales Role & responsibilities Acquire new clients through cold calls, referrals, and appointments. Promote financial products: Mutual Funds, SIPs, Insurance, PMS, Bonds. Educate clients on company services, market trends, and investment opportunities. Cross-sell products to existing clients to maximize portfolio growth. Maintain and enhance Assets Under Management (AUM) of the branch. Provide after-sales service, follow-ups, and ensure client retention. Assist team members in closing leads and filling investment forms. Organize investment seminars and branch promotional activities. Prep...

Job Title: Financial Consultant / Wealth Advisor FC / SR. FC / AM Sales / MA Sales Financial Sales Consultant | Immediate Joiners | Across Kerala We are looking for Sales-Driven Financial Consultants to promote investment products such as Mutual Funds, SIPs, Insurance, Bonds, and PMS . Ideal for candidates with experience or interest in field sales, financial products, or investment advisory . Key Responsibilities: Promote & sell Mutual Funds, SIPs, Insurance, PMS, Bonds to clients Generate leads via cold calling, referrals, and field visits Explain financial products and services clearly Maintain client contact & provide after-sales support Update clients on market trends, IPOs, NFOs, and n...

RM Dealers Please find below JD: Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for Handling HNI Clients. Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for ...

Revenue Manager, Equity & MTF Experience: 4-8 Years Location: Mumbai, Noida and Bangalore Role Type: Individual Contributor (IC) Industry: Broking / Capital Markets / FinTech We are looking for a Revenue / Category Manager who will own the Equity & MTF revenue line and drive optimisation across pricing, utilisation, and product adoption. The role requires strong domain understanding of broking products, analytical skills, and the ability to work cross-functionally with business, product, risk and operations teams. Key Responsibilities Own revenue growth for Equity & MTF categories Track and monitor daily / weekly / monthly P&L, identify revenue levers and leakages Drive MTF utilisation, book...

Desired Profile : Knowledge of equities, fixed income securities, swaps, MBS, Bank debt securities. Trade life cycle events: security master, trade capture, corporate actions, mark-to-market Knowledge of InvestOne/Geneva or any other back office - hedge funds/mutual funds accounting software Understanding of Agile Scrum Development Methodologies Advanced skills in MS Word, PowerPoint, Excel and Visio Ability to analyse and document complex business processes, think analytically and adept at problem solving, and to gather and interpret relevant data and information

Urgent Hiring as Equity Dealer in Top Broking companies Looking min 1 years of experience Having a experience order punching behalf of the client Having a experience cross sales Having a experience to Client Acquisition NISM -8.

Urgent Hiring as Equity Dealer in Top Broking companies Looking min 1 years of experience Having a experience order punching behalf of the client Having a experience cross sales Having a experience to Client Acquisition NISM -8.

Urgent Hiring as Equity Dealer in Top Broking companies Looking min 1 years of experience Having a experience order punching behalf of the client Having a experience cross sales Having a experience to Client Acquisition NISM -8.

Urgent Hiring as Equity Dealer in Top Broking companies Looking min 1 years of experience Having a experience order punching behalf of the client Having a experience cross sales Having a experience to Client Acquisition NISM -8.

Having a experience to client acquisition from Open market Having a experience opening a demat account Having a experience to cross sales Having a experience sales like Mutual funds , SIP And insurance HR Anushka

Having a experience to client acquisition from Open market Having a experience opening a demat account Having a experience to cross sales Having a experience sales like Mutual funds , SIP And insurance HR Anushka

Having a experience to client acquisition from Open market Having a experience opening a demat account Having a experience to cross sales Having a experience sales like Mutual funds , SIP And insurance HR Anushka