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0.0 - 4.0 years
2 - 4 Lacs
Surat
Work from Office
Job Description of Equity Advisor Position Office Address: 307, 3rd Floor, Milestone Milagro, Nr. Someshwar Junction, University Road, Vesu, Surat - 395007 JOB RESPONSIBILITIES Execute the orders on behalf of clients Promoting Organizations research calls and advisory reports with the clients. Ensuring to keep maximum active clients Regular Client meetings Serving the clients via wide range of financial products and services we have with us. Revenue Generation and client activation Required qualifications, capabilities, and skills Bachelor’s degree is required. Freshers can also apply Should have the Basic knowledge of Equity Market. Should have the required certifications and academics Skil...
Posted 5 months ago
1.0 - 5.0 years
3 - 6 Lacs
Bharuch, Jodhpur
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 oftrading account of clients, assisting new entrantsin 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 an...
Posted 5 months ago
1.0 - 6.0 years
2 - 6 Lacs
Kochi, Visakhapatnam, Coimbatore
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer Min Experience -1 YRS & above CTC - 6 LPA+ incentive + other benefits Job Description:- 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- Minimum Graduation Should have a sound understanding / knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on...
Posted 5 months ago
3.0 - 6.0 years
3 - 6 Lacs
Chennai
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 oftrading account of clients, assisting new entrantsin 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 an...
Posted 5 months ago
7 - 12 years
7 - 13 Lacs
Bengaluru
Work from Office
Role & responsibilities To assist Business partners to grow their business. Drive business and support Regions Business Partners. Selling of SK Research and Advisory Products,Algo Trading- APIS,Mutual Fund,PMS, LAS etc .. Funding/MF/ IPO Advisory support. Investment Query Resolution Regular Visits to Outlet of business partner Relationship building. HNI Client Meet & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc) Communication and follow up of Business Plan IPO Funding/ Brokerage Deals & Hand Holding. Partners & their staff training on Investments ,Trading , TradeTiger etc • Coordinating events for Business partners with NSE/NSDL/CDSL/AMCs Li...
Posted 5 months ago
1 - 6 years
3 - 8 Lacs
Mumbai
Work from Office
We provide trusted, objective advice and outstanding execution for companies around the world. If this resonates with your approach, then you ll soon feel welcomed and valued. It is our global approach to clients, transactions and project work, that creates diverse, inclusive teams that support our business and each other. We believe that our employees are critical to our success and are our most valuable asset. We seek individuals who have a winning track record of delivering innovative solutions and being a trusted partner to their clients. We invite you to explore global opportunities with us. Financial Sponsor Support Analyst at BDA Mumbai Financial Sponsor Support Analyst, Mumbai BDA Pa...
Posted 5 months ago
4 - 9 years
5 - 10 Lacs
Bhubaneswar, Kolkata, Mumbai
Work from Office
* Responsible for client profiling and sharing in house calls and other information to mapped clients * Responsible for increasing revenue from the Axis Burgundy and Private clients. Required Candidate profile * Min 1 year experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***
Posted 5 months ago
5 - 10 years
4 - 9 Lacs
Ahmedabad
Work from Office
Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + 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 communicatio...
Posted 5 months ago
3 - 8 years
25 - 35 Lacs
Mumbai
Work from Office
Role & responsibilities Conduct in-depth fundamental research on listed companies across various sectors and market caps, focusing on financial performance, competitive positioning, and industry dynamics. Build and maintain detailed financial models to project future earnings and assess valuation metrics. Generate stock recommendations and prepare comprehensive research reports and presentations. Assist in the constructing and management of equity portfolios, ensuring alignment with investment objectives and risk parameters. Ensure the portfolios are compliant with all internal mandates and regulatory guide elines. Monitor and evaluate portfolio performance, provide recommendations for portf...
Posted 6 months ago
2 - 6 years
2 - 6 Lacs
Jalandhar, Ludhiana, Chandigarh
Work from Office
Dear Candidate, Greetings From APEX SERVICES Designation- Assistant manager/Deputy manager Role- Relationship Manager/Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Branch Dealing GENERAL ROLE The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES 1. Revenue Generation 2. Customer Profiling 3. Activation of inactive clients 4. Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. 5. Cross selling other products 6. Client Interaction 7. Regular ...
Posted 6 months ago
4 - 9 years
4 - 9 Lacs
Chennai
Work from Office
Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + 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 communicatio...
Posted 6 months ago
15 - 20 years
45 - 50 Lacs
Bengaluru
Work from Office
Toolify is seeking a visionary Data Analytics Lead. This role requires a blend of technical expertise, leadership acumen, and domain experience in capital and private markets. Contact- 9319037707 Email- contact@toolify.in Required Candidate profile 15+ years of progressive experience in program or project management within the capital markets and financial services sectors.• Bachelor’s degree in computer science, IT, Finance, Economics
Posted 6 months ago
1 - 3 years
2 - 3 Lacs
Mumbai
Work from Office
Role & responsibilities - To execute trades as instructed with agility and precision. - To be able to maintain excel records of all trades. - Punctuality and ability to respond fast when in work pressure. Preferred candidate profile - Basic Microsoft Excel and Word. - Basic understanding of Equities, Futures and Options. - NISM Series 8 is a must. - Any experience with a trading terminal (XTS, Odin, Greeksoft) shall be preferred. - Good communication (language is not important but should understand basic English terms). Perks and benefits - All national holidays and Saturday & Sunday off. - Working hours (8:45 am to 5 pm)
Posted 6 months ago
2 - 7 years
3 - 7 Lacs
Visakhapatnam, Chennai, Coimbatore
Work from Office
Job Description Designation:Retail- RM Advisor Interview: Virtual Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Designation: RM Advisor Roles and 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...
Posted 6 months ago
4 - 9 years
4 - 9 Lacs
Ahmedabad
Work from Office
Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + 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 communicatio...
Posted 6 months ago
- 5 years
2 - 7 Lacs
Kolkata
Work from Office
Responsibilities: Manage portfolio, lead team, trade shares & provide equity advice. Drive sales & marketing strategies, oversee business dev., excel at PM services. Good in sales and marketing Good in aquisition and portfolio management Travel allowance House rent allowance Health insurance Sales incentives Joining bonus Referral bonus Gratuity Provident fund Accessible workspace Maternity benefits in mediclaim policy
Posted 6 months ago
1 - 6 years
3 - 6 Lacs
Kolkata, Patna, Ranchi
Work from Office
*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (No Insurance) Required Candidate profile * Min 1 Year experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***
Posted 6 months ago
2 - 7 years
3 - 7 Lacs
Chennai, Bengaluru, Hyderabad
Work from Office
Job Description Designation:Retail- RM Advisor Interview: Virtual Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Designation: RM Advisor Roles and 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...
Posted 6 months ago
1 - 5 years
1 - 2 Lacs
Kolkata
Work from Office
Key Responsibilities Handle client documentation and assist in the recovery process of shares and investments. Coordinate with clients, depositories, registrars, and regulatory bodies (including IEPF). Respond to client inquiries and provide timely updates. Maintain and update operational databases, records, and MIS reports. Support internal teams in equity-related operations, asset transfer, and transmission processes. Assist with filing and tracking of legal or regulatory submissions as needed. Required Qualifications and Skills 12th Passed or Above Graduate in Commerce, Finance, or a related field (preferred). 1-3 years of experience in equity markets, back-office operations, or financial...
Posted 6 months ago
6.0 - 11.0 years
7 - 17 Lacs
hyderabad, bengaluru, mumbai (all areas)
Work from Office
As a Unit Head, you will be responsible for managing PCG sales, sales traders,Sales Manager team and branch operations .
Posted Date not available
2.0 - 7.0 years
3 - 4 Lacs
noida
Work from Office
Responsibilities: * Provide financial advice on investments * Analyze equities & manage portfolios * Develop investment plans & strategies * Collaborate with clients' goals & risk tolerance *strong knowledge of mutual funds is mandatory Annual bonus Health insurance
Posted Date not available
1.0 - 6.0 years
2 - 5 Lacs
ludhiana, chandigarh, jaipur
Work from Office
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- Upto-5.5 LPA + Incentive + other benefit 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. 4) Client meetings and bank branch visits as per goal sheet. Skills 1) NISM VIII certificate is mandatory. 2) Prior experience of working in a similar set up preferred. 3) Should be willing to work in a target driven role & should be a go better. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role...
Posted Date not available
1.0 - 4.0 years
3 - 4 Lacs
mumbai
Work from Office
Department : Alternate Channel (Bank Channel) Role : Key Account Manager/ Sales Relationship Manager Location : Mumbai Interested Candidates can share their resumes - shibani.singh@kotak.com Roles & Responsibilities: - Will be responsible for sourcing & deepening relationships from existing customer base of Bank Will be responsible for selling Equity based investment products to this set of customer base. Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. Responsible for servicing and generating references from the partner bank Ch...
Posted Date not available
2.0 - 5.0 years
3 - 6 Lacs
bengaluru
Work from Office
Roles and Responsibility Develop and implement effective equity trading strategies to achieve business objectives. Provide expert advice on equity markets and products to clients. Build and maintain strong relationships with clients and stakeholders. Conduct thorough research and analysis of equity markets and trends. Identify new business opportunities and expand existing client relationships. Stay up-to-date with regulatory changes and industry developments. Job Requirements Strong knowledge of equity markets and products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experienc...
Posted Date not available
8.0 - 13.0 years
15 - 20 Lacs
kolkata
Work from Office
SUMMARY Job Summary We are seeking a highly skilled and experienced Family Office Head & Investment Analyst to join our Finance & Accounting team. The ideal candidate should have a strong background in equity markets, deep value investing, and long-term vision. The candidate should be able to work independently with limited guidance, thrive in a high-pressure environment, and possess strong ethics and integrity. The role involves building financial models, maintaining databases, and conducting in-depth research on Indian and International companies across various sectors. Responsibilities Interpretation of Balance sheet, Profit and Loss statements Researching Indian and International compani...
Posted Date not available
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