2666 Equity Jobs - Page 6

Key Responsibilities: Client Acquisition: Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping. Portfolio Management: Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Product Advisory: Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon. Relationship Management: Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction Revenue Generation: Meet and exceed targets for asset mobilization, revenue generation, and client activation. Market Intelligence: Stay updated on market tre...

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...

-Planning and Implementing Sales strategies -Researching and pursuing new business opportunities -Set up meeting to discuss insurance products with potential clients -Doing cold calling -Closing business deals. Required Candidate profile -Graduation or Above -Age 21 to 37 Years -Minimum 12 Months experience in sales -Fresher's Can't Apply -Bike

Job Title: Stock Trader Location: Panipat, Samalkha, Karnal, Sonipat Salary: 4 LPA+ Performance-based Incentives Experience Required: 2+ years Qualification: NISM Certification (Mandatory) Job Type: Full-Time About Savvi Capital: Savvi Capital is a fast-growing proprietary trading and fintech platform focused on equity, derivatives, and commodities trading. We empower traders with capital, tools, and strategies to maximize profits while developing their trading careers. Job Description: We are looking for an experienced Stock Trader with strong skills in equity, futures & options (F&O), and commodity markets. The candidate will be responsible for executing trades, analyzing market trends, ma...

-Planning and Implementing Sales strategies -Researching and pursuing new business opportunities -Set up meeting to discuss insurance products with potential clients -Doing cold calling -Closing business deals. Required Candidate profile -Graduation or Above -Age 21 to 45 Years -Minimum 12 Months experience in sales -Fresher's Can't Apply -Bike

• Handle the walk-in customer through tie-up Banks. • Regular Visits to The Assigned Branches. • To build relationships with existing customer • Meeting assigned targets. • Lead will be provide (Lead work) profile. Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 6+ months • Age: Between 21 to 45 years Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

Key Responsibilities Execute F&O trades efficiently and accurately. Manage and cater to both HNI and retail clients. Ensure compliance with exchange rules and regulations. Provide market insights and trading strategies to clients.

Recruit Life Insurance advisors through own references Act as coach of team Motivate team for maximizing sales Support advisors through training & joint sales calls To deliver new business and renewal business through advisors Mo-9023704649 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 22 to 40 years (Fresher's can't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job

Hiring CRM Executive Stock Broking & Investments . NISM certification mandatory. 2 4 yrs exp in client servicing, Demat/trading accounts, SEBI compliance. Apply now for growth in capital markets. Annual bonus Leave encashment

Confirmations Analyst, NCT Position Overview Job Title: Confirmations Analyst , NCT Location: Pune, India Role Description The new joiner is expected to amend and cancel trades with various products as Equity, Fixed Income, Foreign exchange, Futures & Options, OTC and with related to CA events, resolving issues and escalating where appropriate. The new joiner is responsible / accountable for timely amendment, responses and resolution of the issue with accuracy. Following up with Portfolio managers, Front office desk, internal stake holders to maintain smooth process of confirmation and settlement of the trades. Also new joiner needs to work on identifying the root cause of discrepancy & fixi...

As Head of the Team, you will be responsible for leading and overseeing a team comprising Sales Managers, Team Leads, and Equity Dealers. Your role will involve strategizing and implementing business development initiatives in the region, as well as managing the establishment of new branches in the Gujarat region. Your duties will also include assisting clients with their investments in equity, commodity, currency, and other third-party products such as mutual funds and insurance. You will be expected to ensure cross-selling of all products to existing clients, including equities, derivatives, mutual funds, and IPO sales. Additionally, you will collaborate with Regional Heads and Cluster Man...

As a Data Scientist in the Global Financial Markets (GFM) data analytics team, your role will involve sourcing, compiling, designing, and analyzing structured and unstructured data to create data models. You will support in identifying business opportunities, process inefficiencies, and overall business trends. Your primary responsibilities will include: - Working with various teams across DBS, including Treasury Trading, Sales, Business Management, and Support functions, to enhance trading execution, portfolio optimization, and provide data-driven insights. - Collaborating with Data Analytics team to assess business needs, define analytical strategy, and prioritize work based on revenue imp...

As a Stock Market Technical Analyst with over 15 years of experience in the field, your role has predominantly involved conducting technical analysis, providing stock recommendations, and offering live chart analysis. You have also conducted technical analysis training classes in major cities in Tamil Nadu. Your experience includes working with companies like Ram Solution Pvt Ltd., StockLiveData team, 3M Team Security Services Pvt Ltd., SatishTechnicals & Research Pvt Ltd., and Goodwill Wealth Management Pvt Ltd. **Key Responsibilities:** - Conducting Technical Chart Analysis - Providing Customer Support - Handling Clients - Marketing - Office Management **Qualifications Required:** - Bachel...

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

ROLES & RESPONSIBILITIES: - 1.The 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...

Job Requirements Job Description Job Title – Collection Manager Place of work – Mumbai Business Unit - Retail Banking Function – Collections Job Purpose: The role bearer has the responsibility to plan, organize, direct and oversee the activities of the collections department. It also includes managing the agencies associated with the company in their assigned territory. The role bearer is responsible for the efficiency and optimization of retrieving EMI from the customers and ensuring adherence to all the guidelines laid out by the bank contributing to the larger organizational objectives of the bank. Roles & Responsibilities: Responsible for managing and undertaking collections process for ...

Taking an active part in the initial setup of any new funds take-on and liaising with independent tax specialists, lawyers, and notaries as part of the set up process; Taking care of the day-to-day operations of the funds and following up with third parties, including investors and fund managers; Handling the fund accounts and preparation of periodic reports and regulatory reports for the fund entities; Preparing the funds periodic Net Asset Value calculation and year-end financial statements, management of the audit, and reviewing other fund related reports; Reviewing tax returns and tax balances and maintaining relevant contacts with the tax authorities; Accurately record all time spent de...

The Client Solutions Specialist will assist clients, providing them with innovative solutions and unparalleled services. This will be accomplished through implementing and supporting their custom platform or product services. Essential Duties and Responsibilities: Analyze client configuration requests and design customized solutions to achieve their specific goals. Implement customized product systems to address the unique business requirements of each client. Provide timely and effective responses to client inquiries via email and phone, ensuring clear and efficient communication. Responsible for managing incoming calls in a phone queue and delivering exceptional customer service by address...

Toast is driven by building the restaurant platform that helps restaurants adapt, take control, and get back to what they do best: building the businesses they love. Bready to make a change The Tax Operations team works closely with our clients, agencies, and internal teams such as onboarding, customer care, and banking. Our primary focus is ensuring compliance with US payroll tax filing and deposits for our clients. The Tax Specialist will be responsible for contributing to the day-to-day success of the Tax Operations team. This individual will be responsible for the completion of tasks related to maintaining client tax profiles and ensuring a smooth client experience. In addition, the Tax ...

You will: Generate new business leads to fuel the sales pipeline and collaborate with other BDRs and AEs Drive net new business meetings by creating and executing targeted campaigns leveraging email, social media, and other emerging prospecting technologies Help create and prioritize strategic target account lists within a defined territory Research and build new and existing accounts (i.e.: account research, adding contacts, emails) Data clean-up and maintenance (list building, list enrichment, process optimization for Sales Dev tech stack) About you: Minimum 3 years of experience as BDR preferably in a SaaS company APAC market experience preferred. Work Timing : 8 am IST to 5 pm IST (APAC ...

Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings & achieve business target. Interested can share Resume on HR 6352492572

About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science.We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very to...

Openings in good MNC company this is Fintech domain.Candidate must have exp in Advent systems &Geneva,Fund Accounting–Hedge Fund/ Equity/Public Fund,Exp in Fund accounting&Mutual fund operations,corporate actions& FX’s,cash & holding reconciliations Required Candidate profile Expert inlocal equities , regional & international equities, Money Market, Fixed Income, Multi assets & Multi classes Any Query:8652547205/anisha@peshr.com /candidate ready to go Saudi Arabia

Job Title: Stock Trader Location: Panipat, Samalkha, Karnal, Sonipat Salary: 4 LPA+ Performance-based Incentives Experience Required: 2+ years Qualification: NISM Certification (Mandatory) Job Type: Full-Time About Savvi Capital: Savvi Capital is a fast-growing proprietary trading and fintech platform focused on equity, derivatives, and commodities trading. We empower traders with capital, tools, and strategies to maximize profits while developing their trading careers. Job Description: We are looking for an experienced Stock Trader with strong skills in equity, futures & options (F&O), and commodity markets. The candidate will be responsible for executing trades, analyzing market trends, ma...

JD 1. Client Handling 2. Consult them financially on the latest trends in domestic bond market 3. Solve their concerns and questions related to buying/selling of bonds 4. Help clients understand different options available for buying/selling bonds on the bondskart platform 5. Interact with the transaction execution team to close the orders from the clients 6.Keep existing clients updated with the latest trends in global bonds market 7. Increase buying/selling activity within your existing clients by sharing information on the latest bonds that match their investment requirements