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4.0 - 9.0 years
0 - 0 Lacs
kolkata, jaipur, noida
On-site
Greetings from APEX SERVICES Designation- PCG DEALER Role-HNI Dealer CTC- upto-12 LPA + incentive + other benefit Relationship Manager- PCG Dealing KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. To ensure active management of clients && achieve the target active AUM. 2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio. 4. To achieve healthy revenues without compromising on clients profitability. 5. To have clear focus on client mining. 6. To conduct regular Client Meetings && update the same in the meeting tracke...
Posted 2 months ago
2.0 - 5.0 years
4 - 9 Lacs
bengaluru
Work from Office
Responsibilities: * Manage intra trading activities within the organization's stock portfolio * Monitor market trends and execute strategies * Collaborate with equity sales team on new opportunities
Posted 2 months ago
2.0 - 4.0 years
2 - 4 Lacs
mumbai, mumbai suburban, goregaon
Work from Office
1) VRM Cash • Managing of 3000 to 5000 customers per dealer. • To achieve healthy revenues without compromising on clients profitability. • Should focus on overall portfolio growth, client activity ratio and quality of information delivered. • Propose investment options based on customer needs by assessing their risk appetite. • Support the client decision making with use of technology enabled tools • Develop Knowledge of market news, financial trends and current affairs • Analyse customer portfolio & give appropriate advice • Responsible to ensure all activities are in adherence as per Compliance & Risk. • Assist in increasing depth in existing relationships 2) Derivatives - Calling client ...
Posted 2 months ago
7.0 - 12.0 years
12 - 20 Lacs
mumbai, delhi / ncr, mumbai (all areas)
Work from Office
Role & responsibilities Support the companys distribution initiatives and build relationships with key distributors. Increase market share & visibility amongst select key distributors and manage new distributor empanelment. Joint calls with IFAs in a competitive market and assist them in documentation. Channelize key market intelligence to the products & Investment team. Liaise with investment team for investment ideas, distributors visits, concalls, etc. Liaise with Operations & Customer Service team to provide seamless experience to customers. Ensure compliance with regulatory framework at all times & with brand value. Follow applicable KYC norms & other regulatory requirements. To complet...
Posted 2 months ago
0.0 - 3.0 years
3 - 5 Lacs
mumbai
Work from Office
Role & responsibilities Handle incoming calls from clients and address their queries related to trading activities and financial products. Online Dealing: Execute trades online based on client instructions and market conditions. Buying & Selling of Shares: Manage the buying and selling of shares on behalf of customers, ensuring accuracy and timeliness. Confirmation & Execution of Orders: Confirm and execute orders as per client requests, ensuring compliance with regulatory standards and company policies. Promoting Financial Products: Promote and provide information about financial products and services to clients, helping them make informed investment decisions. Understanding Online Trading ...
Posted 2 months ago
6.0 - 11.0 years
7 - 17 Lacs
kolkata, 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 2 months ago
7.0 - 12.0 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 2 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 2 months ago
1.0 - 5.0 years
2 - 5 Lacs
vapi, gandhinagar, ahmedabad
Work from Office
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 of trading account of clients, assisting new entrants in 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 t...
Posted 2 months ago
1.0 - 6.0 years
3 - 5 Lacs
hyderabad
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 of trading account of clients, assisting new entrants in 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 ...
Posted 2 months ago
2.0 - 7.0 years
4 - 7 Lacs
chennai, delhi / ncr, mumbai (all areas)
Work from Office
Retail- RM Advisor Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi 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 on current financial conditions....
Posted 2 months ago
0.0 - 5.0 years
3 - 6 Lacs
mumbai, mumbai suburban, navi mumbai
Hybrid
Urgent Hiring!! Job Title: Equity Advisor Location: Mumbai Department: Sales & Client Relations Position Overview: We are looking for an ambitious and driven Equity Advisor to join our friendly and dynamic team at stockaxis. This is a sales and service-focused role, where the successful candidate will be responsible for acquiring new clients, understanding their needs, and pitching our services over the phone. As part of a work-from-home and hybrid model , you will have the opportunity to develop your career in the exciting field of stock market research, all while earning lucrative incentives based on performance. Key Responsibilities: Client Acquisition & Sales: Reach out to potential clie...
Posted 2 months ago
1.0 - 6.0 years
2 - 6 Lacs
hyderabad, chennai, bengaluru
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer Min Experience -1 YRS & above CTC - 6 LPA.. 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 apex.pragati@gmail.com if ...
Posted 2 months ago
1.0 - 6.0 years
0 - 0 Lacs
noida, delhi, meerut
On-site
Greetings from "APEX SERVICES" Role- Equity Advisor CTC- Upto-5 LPA + incentive + other benefit ROLES & RESPONSIBILITIES: 1) Execute client orders on NSE /BSE terminals. 2) Drive higher trading volumes and ensure frequent client activity. 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 Certificate is mandatory. 7) Graduate / Post graduate with minimum 1 yr exp in Equities. 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 months ago
1.0 - 6.0 years
0 - 0 Lacs
noida, kanpur, lucknow
On-site
Greetings from "APEX SERVICES" Designation- Dealer Role- Banca channel Dealer C TC- upto-4.5 LPA ROLES & RESPONSIBILITIES: 1) To ensure active management of clients & achieve the target active AUM 2) To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options 3) To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4) To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 5) To have clear focus on client mining 6) To conduct regular Client Meetings & update the same in the meeting tracker Kindly reply with updated CV on ape...
Posted 3 months ago
4.0 - 7.0 years
5 - 9 Lacs
Bengaluru
Work from Office
As an Automation Test Analyst, you will be working as part of a large team with other Testers, Software Developers and Business Analysts to assist with the configuration and running of automated test routines. Desired Skills and experience Candidates should have a B.E./B.Tech/MCA/MBA in Finance, Information Systems, Computer Science or a related field Minimum of 4 years experience in a similar position. Experience using SQL to interrogate SQLServer and Oracle databases. Experience configuring and running functional automated software tests. Experience using Selenium WebDriver. Experience working on a Java platform. Experience with Serenity Framework. Experience working with SoapUI and XML me...
Posted 3 months ago
1.0 - 6.0 years
2 - 4 Lacs
Mohali
Work from Office
Responsibilities: * Manage equity trading activities within the organization. * Collaborate with sales team on client portfolio management. * Monitor market trends and provide insights. * Execute trades through NISM compliance.
Posted 3 months ago
2.0 - 7.0 years
5 - 12 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
Job Description and Specification Execution of trades in cash and F&O for Intuitional clients. Should aware of all functions & in-depth knowledge of Omnesys/ODIN and all Algos Role and Responsibilities Execution of trades in NSE and BSE for Institutional domestic/FPI clients. • Execution of trades in cash and F & O for Intuitional clients. Execution of large trades. Should be well versed with all kinds of market execution like BLOCKS/BULKS/OFSS/BASKETS, Auction etc. Interaction with clients for market updates and other reports. EOD confirmations. Mock session Should aware of Bloomberg EMSX routing system
Posted 3 months ago
0.0 - 3.0 years
1 - 4 Lacs
Noida
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, products, and regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving ski...
Posted 3 months ago
10.0 - 20.0 years
10 - 20 Lacs
Kolkata, Bengaluru, Mumbai (All Areas)
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 3 months ago
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 3 months ago
5.0 - 8.0 years
7 - 17 Lacs
Pune, Chennai, Delhi / NCR
Work from Office
ABOUT IRIS SOFTWARE IRIS Software Inc is a CMMI ML 5 professional software services organization offering high-quality, cost-effective solutions to businesses. It has helped meeting the IT requirements of companies ranging from those among the Fortune 100 to medium-sized firms by utilizing best-of-breed technologies, rapidly deployable solutions and flexible engagement models. With offices in India, USA , Mexico and Canada, we employ 3000+ highly talented professionals and domain experts. We are strategic partners to over 25 Fortune 100 companies and our consistent striving for high customer satisfaction has translated into long-standing relationships and a preferred-partner status with many...
Posted 3 months ago
2.0 - 4.0 years
3 - 6 Lacs
Greater Noida
Work from Office
Looking for a skilled Equity Dealer to join our team at Slashrtc Software Services Pvt Ltd. The ideal candidate will have 2-4 years of experience in the IT Services & Consulting industry. Roles and Responsibility Develop and implement effective equity trading strategies to achieve business objectives. Conduct market research and analyze trends to identify new investment opportunities. Build and maintain relationships with clients and stakeholders to understand their needs. Provide exceptional customer service and support to clients. Collaborate with cross-functional teams to drive business growth. Stay up-to-date with regulatory changes and industry developments. Job Requirements Strong unde...
Posted 3 months ago
8.0 - 12.0 years
0 Lacs
maharashtra
On-site
As a Digital Product Head, you will be a key member of our team, driving the success of our product line in the market. Your responsibilities will include shaping the product strategy, collaborating with cross-functional teams, and ensuring the delivery of high-quality, customer-centric products. This role offers a unique opportunity to make a significant impact on our company's growth and success. Your duties will involve creating innovative products with user-centered design, setting and driving product goals, and working closely with engineers. You will have the chance to lead the strategy, design, and delivery of products in the fintech domain while developing innovative concepts in coll...
Posted 3 months ago
4.0 - 9.0 years
5 - 10 Lacs
Nashik, Ahmedabad, Mumbai (All Areas)
Work from Office
The Equity Dealer is responsible for executing trades on behalf of clients via terminals, providing investment advice. The role involves client servicing, relationship management, and cross-selling mutual funds/PMS/IPOs.( 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 3 months ago
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