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4.0 - 9.0 years
6 - 12 Lacs
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 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***
Posted 1 week ago
4.0 - 9.0 years
6 - 12 Lacs
Ahmedabad
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 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***
Posted 1 week ago
1.0 - 6.0 years
4 - 6 Lacs
Ludhiana
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 years experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)***
Posted 1 week ago
1.0 - 6.0 years
4 - 6 Lacs
Chandigarh
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 years experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)***
Posted 1 week ago
2.0 - 7.0 years
3 - 8 Lacs
Chennai
Work from Office
Aditya Birla Money is Hiring !! Location - Chennai CTC - 3Lakhs to 7 Lakhs (Additional Incentives) No Of Opening - 10 Role - Equity Advisory Cum RM Experience : Must have relevant experience in equity dealing and client relationship management Client Base : Should have an existing client base or should be willing and capable of selling third-party products Qualification : Undergraduate candidates can be considered Certification : NISM Series VIII (Equity Derivatives) certification is mandatory Interested candidates can come for interview on Friday - Meet Padmanabhan
Posted 2 weeks ago
5.0 - 10.0 years
6 - 16 Lacs
Kolkata, Jaipur, Bengaluru
Work from Office
You'll be responsible for generating brokerage primarily by advising clients on their equity portfolio for long-term investments as well as positional trading ideas in stocks for short/medium-term.
Posted 2 weeks ago
10.0 - 20.0 years
15 - 30 Lacs
Kolkata, Ahmedabad, Bengaluru
Work from Office
You will be responsible for overseeing the performance and operations of multiple branches within the Bangalore region. This includes direct management of Branch Heads, as well as the PCG Sales and Sales Trader teams.
Posted 2 weeks ago
1.0 - 5.0 years
3 - 6 Lacs
Bengaluru
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 and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Profiling Clients & Suggesting financial products(Equity) to meet customer needs as per their risk appetite. Contributing Responsibilities Achieving the Businesstarget assigned to branch in terms of, Broking revenue, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Ensure at least one client meeting per day is done. Preferred candidate profile Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series VIII (Equity derivatives) NISM Commodity Technical analysis certification course & derivative certification course will be an added advantage Interested can share CV to vinith.yadav@branch.sharekhan.com or whatsapp-7338112258
Posted 2 weeks ago
1.0 - 5.0 years
3 - 6 Lacs
Vapi, Gandhinagar, Ahmedabad
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 and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Profiling Clients & Suggesting financial products(Equity) to meet customer needs as per their risk appetite. Contributing Responsibilities Achieving the Businesstarget assigned to branch in terms of, Broking revenue, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Ensure at least one client meeting per day is done. Preferred candidate profile Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series VIII (Equity derivatives) NISM – Commodity Technical analysis certification course & derivative certification course will be an added advantage
Posted 2 weeks ago
0.0 - 3.0 years
3 - 5 Lacs
Mumbai
Work from Office
Role & responsibilities Outbound plus inbound calling profile , daily 90 to 100 connected calls with talk time target. Placing the 1st trade for the accounts assigned for calling, cross selling MF SIP or any other third party products. Target will be assigned for Calling, Activation and Mutual fund. Incentives will be based on performance. Preferred candidate profile : Qualification : Minimum Graduate Experience : 0 and above Certification : NISM 8 - Mandatory certification required within 3 months of joining are NISM 7 / NISM 5A and NISM 1 If Interested, Please mail resume on gladisa.dmello@sbicapsec.com
Posted 2 weeks ago
5.0 - 10.0 years
6 - 16 Lacs
Kolkata, Jaipur, Bengaluru
Work from Office
You'll be responsible for generating brokerage primarily by advising clients on their equity portfolio for long-term investments as well as positional trading ideas in stocks for short/medium-term.
Posted 2 weeks ago
10.0 - 20.0 years
15 - 30 Lacs
Kolkata, Jaipur, Bengaluru
Work from Office
You will be responsible for overseeing the performance and operations of multiple branches within the Bangalore region. This includes direct management of Branch Heads, as well as the PCG Sales and Sales Trader teams.
Posted 2 weeks ago
5.0 - 8.0 years
0 - 0 Lacs
mumbai city
On-site
Job Description : Motilal Oswal Financial Services Ltd. is hiring Team Leads Advisor, PCG to manage a team of Private Client Group Advisors and drive business from High Net-Worth Individuals (HNIs). This is a leadership role with accountability for team performance, revenue growth, and client engagement. Key Responsibilities : Lead and mentor a team of PCG Advisors Drive HNI acquisition and revenue generation strategy Manage key HNI relationships and portfolios directly Set and review targets for advisors under your supervision Guide the team with research insights and product knowledge Ensure compliance with SEBI and company policies Candidate Requirements : Minimum 5 years of experience in broking, equity sales, or wealth advisory Prior experience in team handling or mentoring preferred Graduate / MBA (Finance/Marketing preferred) Strong leadership, communication, and client management skills In-depth understanding of capital markets and investment products How to Apply : Interested candidate can revert back with updated resume on qcnaukri2@gmail.com Any query can call Manisha : 9152859486 / 022-4069771
Posted 2 weeks ago
4.0 - 8.0 years
7 - 11 Lacs
Mumbai
Work from Office
Grade Level (for internal use): 09 The Team: The Custom Index Management Team within the Global Index Management & Production Group (IMPG). The Impact: The Index Manager is responsible for managing a wide range of S&P and Dow Jones custom indices. They will ensure that the indices are managed in accordance with their methodology, perform routine analysis and make presentations to the respective Index Committees on a periodic basis. Whats in it for you: An exciting new opportunity to join a leading index provider, build your skill set, and grow with the team. As an Index Manager, you will be responsible for a group of indices, across global markets, that adopt complex index strategies to achieve their objective. The Index Manager must be able to analyze and implement complex index methodology and solve non-routine problems on an on-going basis. Responsibilities: Calculate S&P and Dow Jones custom indices, ensuring timely and accurate delivery of real-time and end-of-day index data to clients and end users. Ensure corporate actions of constituents in each assigned index are correctly applied in SPDJI proprietary system according to index methodology and validate special treatment for index specific items. Perform analytical research on companies to determine the composition of assigned indices, interpreting complex index methodology and adjusting data in our calculation system, and adjusting the data to conform to the rules of the index. Perform index rebalances by interpreting index methodology, running models and research for adds/drops, implementing changes and communicating these appropriately to clients, all with a focus on quality and accuracy. Take responsibility for the management of high-profile indices, acting as an industry expert and displaying in-depth knowledge of our product lines. Manage and maintain key relationships with other groups within the department and across other departments, particularly Product Management, Client Coverage, Index Services, and IT Support. Work in close coordination with the technology group and production support group to further enhance our system capabilities and troubleshoot production issues. Must be able to manage multiple projects and deadlines. The projects involve; requirements gathering, analytical thinking, compilation of data, and documentation. Work with clients, R&D and index development teams to oversee the launch of new indices. What Were Looking For: Basic Qualifications: Bachelors degree in a quantitative subject. Python A demonstrable understanding of global equity markets, commodities pricing, bond and derivatives calculation. Must be able to work independently on multiple projects with minimal direction or supervision. Must be able to demonstrate excellent analytical and quantitative capabilities to solve problems in a timely and insightful manner Superior computer skills in Excel, Word and related applications Ability to learn S&Ps proprietary index calculation engines Excellent written and verbal communication skills and the ability to coordinate work done by multiple people and or groups. Preferred Qualifications: Advanced degree in business, math, economics, or finance preferred . Working knowledge of VBA. GitHub
Posted 2 weeks ago
2.0 - 5.0 years
2 - 5 Lacs
Jaipur, punchkula
Work from Office
Trade Execution: Accurately & efficiently execute buy & sell orders for clients in equities, derivatives Build & maintain long-term, trusting relationships with clients All trading activities adhere to SEBI regulations & internal compliance policies Required Candidate profile Graduate with 2-3 yrs experience in Stock Broking co as a Relationship manager/ Equity Dealer NISM Mandatory Strong analytical and problem-solving abilities. info.aspiringmantra@gmail.com
Posted 2 weeks ago
2.0 - 5.0 years
2 - 5 Lacs
Jaipur, punchkula
Work from Office
Trade Execution: Accurately & efficiently execute buy & sell orders for clients in equities, derivatives Build & maintain long-term, trusting relationships with clients All trading activities adhere to SEBI regulations & internal compliance policies Required Candidate profile Graduate with 2-3 yrs experience in Stock Broking co as a Relationship manager/ Equity Dealer NISM Mandatory Strong analytical and problem-solving abilities. info.aspiringmantra@gmail.com
Posted 2 weeks ago
1.0 - 6.0 years
0 - 0 Lacs
chandigarh, ludhiana, jammu
On-site
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Execute buy and sell orders for clients in the stock market. 2) Provide financial advice and recommendations on investment strategies. 3) Maintain accurate records of clients' transactions and investment portfolios. 4) Build and maintain strong relationships with clients, understand their investment goals, and provide personalized investment solutions. 5) NISM-8 is Mandatory. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 7991515067
Posted 2 weeks ago
4.0 - 9.0 years
4 - 8 Lacs
New Delhi, Gurugram, Delhi / NCR
Work from Office
Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + Location - Gurgaon 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 communication skills. Interested candidate can share there updated resume at devashree.lad@hdfcsec.com
Posted 2 weeks ago
8.0 - 13.0 years
8 - 12 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Job Position: Branch Manager Location: Chennai, Coimbatore, Bengaluru, Hyderabad Job Purpose: To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Responsibilities: Increasing the client base, revenue and market share in the branch. Increase the Pool & Base of UHNI, Large Self Trader clients and corporate customers, with the Team and Personal Network. Ensuring Dealer Productivity is as per the defined standards Manage relationships across the set of HNI clients and Corporate investors Cross Sell ABCs Products & Investment Products to attain clients needs and desired Profitability from Cross Sell segment. Acquiring new Large trader clients (direct) amidst competitive offerings Ensuring effective management and retention of customers. Regulator Challenges as regulator is going strict on funding, margins Effective operational & cost management through Branch Administration Maintaining multi product focus and equally driving the Cross-Sell Products to the existing and new clients. Ensuring Risk Compliance - Ensuring risk free and compliant business and ensuring high levels of client satisfaction. Operational Challenges - Day to day coordination with RMS, Activation Team, Surveillance, day to day approvals W.R.T. to limits, commercials and various other departments for smooth functioning of branch. Staff Management - Recruitment of individual and teams and keeping the employees engaged thereby putting a control over attrition.
Posted 2 weeks ago
1.0 - 4.0 years
2 - 4 Lacs
Ahmedabad, Vadodara
Work from Office
Department : Alternate Channel Role : KAM Grade : E1/E2 Designation : Assistant Manager/Deputy Manager Location : Ahmedabad / Vadodara Roles & Responsibilities: - 1. Will be responsible for sourcing & deepening relationships from existing customer base of Bank 2. Will be responsible for selling Equity based investment products to this set of customer base. 3. Will be responsible to develop business, maximize revenue generation & achieve sales targets 4. Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. 5. Responsible for servicing and generating references from the partner bank Channel customer base. Required Skills : - 1. Graduate / Post graduate with minimum 1 year of selling experience. ( Open Market ) 2. Should have good communication & presentation skills. 3. Should be a self-starter, proactive & target oriented. 4. Should possess strong networking & relationship building skills. 5. May have good existing client relationships in the market. 6. Should have effective servicing skills and should be excellent in conflict management. Interested Candidates can share their resumes - akshita.sayam@kotak.com
Posted 2 weeks ago
1.0 - 2.0 years
3 - 3 Lacs
Kolkata
Work from Office
Role & responsibilities Key Responsibilities 1. Equity Research & Investment Analysis Conduct fundamental research on listed companiesanalyze financial statements, industry structure, and competitive positioning. Build and maintain valuation models (DCF, comparable analysis), producing actionable buy/hold/sell recommendations. Monitor market trends, macroeconomic indicators, and regulatory developments. Prepare and present concise research reports, investment theses, and earnings-call summaries. 2. Tax Interpret relevant tax laws and its impact on Corporates. Stay updated on changes in tax regulations and integrate those into investment and corporate decisions. 3. Collaboration & Compliance Work closely with portfolio managers to translate insights into investment decisions. Coordinate with external auditors, tax advisors, and legal teams to validate our decisions. Required Skills & Qualifications Qualified Chartered Accountant (CA) from ICAI or equivalent. Passion for Equities —preferably with exposure to equity research. Proficiency in financial modelling . Solid understanding of tax regulations (Income Tax, GST, TDS) and compliance processes. Strong analytical, problem-solving, and communication skills—able to present complex data clearly. High attention to detail and ability to manage deadlines in both research and accounting tasks. Preferred Qualifications Some certification or progress toward CFA or equivalent. Experience in investment analysis, ideally gained in a buy-side or sell-side context. Experience liaising with management, auditors, and regulatory bodies. About Me: I am an HNI investor . Please send your resume to arvindkajaria2018@gmail.com or whatsapp to 89814 73064 Preferred candidate profile We seek a Chartered Accountant (CA) with a passion for equity markets, company research, and hands-on accounting. The ideal candidate will combine deep accounting expertise with market analysis skillsconducting valuations, building financial models, ensuring accurate accounting, and interpreting tax laws to uncover and capitalize on attractive investment opportunities.
Posted 2 weeks ago
1.0 - 8.0 years
0 - 6 Lacs
Hyderabad
Work from Office
Interview Pass – Aditya Birla Capital Congratulations! Your spot is reserved for Equity Dealer role in Aditya Birla Capital . Interview on 16th July (Wednesday). Please find the below details: Role / Designation - Equity Dealer Experience Range: 1-8 Years Salary Details - 1+Years-3LPA/5+ Years-6.5 LPA Shift time - General Qualification: Under Graduates / Graduates Venue Details: Aditya Birla Money , 4th floor Dega towers , Somajiguda, Hydrabad, https://g.co/kgs/9H8pEKW Interview Location: Hyderabad Timings: 10am-6pm Date: 16th July, Wednesday Contact Person: Santhosh Role & responsibilities 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 with investment options Responsible for new client acquisition To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have a clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends, and current affairs attend post result con-calls, and analyst meets for improved client servicing. Preferred candidate profile Graduate/postgraduate with 3 years’ experience\should have good communication skills should be self starterNISM8 Please carry the below mention Documents (Mandatory): Updated Resume (Please mention "Naukri.com" at the top of your CV) Photo ID Proof 2 Passport size Photographs NOTE: Do not reply if you have already attended in last 6 months Disclaimer: Please ignore if not interested or not relevant to your profile. Regards,
Posted 3 weeks ago
4.0 - 9.0 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 (terminal handling) with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***
Posted 3 weeks ago
3.0 - 7.0 years
0 - 0 Lacs
noida, delhi, kanpur
On-site
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer/HNI Dealer CTC- upto-6 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: 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. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with your updated CV on apex.snehil@gmail.com if you are interested in the mentioned Job Role. you can call also on 8756632966
Posted 3 weeks ago
1.0 - 5.0 years
0 - 0 Lacs
pune, aurangabad, nagpur
On-site
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5.5 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: - Responsible to 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 maintain a synergetic relationship 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 required. Kindly reply with updated CV on apex.darshil@gmail.com if you are interested for the mentioned Job Role. you can call also on 8127854413
Posted 3 weeks ago
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