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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 3 months 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...
Posted 3 months 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 achi...
Posted 3 months 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 3 months 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 3 months 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 799151506...
Posted 3 months 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 posses...
Posted 3 months 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...
Posted 3 months 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 : - ...
Posted 3 months 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 ...
Posted 3 months 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 identifyi...
Posted 3 months 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 months 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 months 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 kno...
Posted 3 months ago
2.0 - 7.0 years
2 - 6 Lacs
Ludhiana, Chandigarh, Jaipur
Work from Office
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- Upto-6 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 3 months ago
5.0 - 10.0 years
6 - 10 Lacs
Mumbai
Work from Office
The equity research editor reviews equity research reports written by a global team. The editorial function is critical to ensure delivery of high-quality publications with accurate, engaging and clear content conforming to relevant regulatory standards. The role will be based out of Mumbai and allows 50% WFH. Responsibilities Direct Responsibilities Review equity research reports for grammar, style, clarity and accuracy. Where necessary, rewriting content to ensure that the reports have the right logical flow and to maximise market impact by providing catchy titles and engaging standfirsts. Managing consistency of content and style within and between documents. Correct discrepancies in text...
Posted 3 months ago
9.0 - 14.0 years
20 - 25 Lacs
Gurugram
Work from Office
Client calls, guide towards optimized, cloud-native architectures, future state of their data platform, strategic recommendations and Microsoft Fabric integration. Desired Skills and experience Candidates should have a B.E./B.Tech/MCA/MBA in Finance, Information Systems, Computer Science or a related field 7+ years of experience as a Data and Cloud architecture with client stakeholders AZ Data Platform Expertise: Synapse, Databricks, Azure Data Factory (ADF), Azure SQL (DW/DB), Power BI (PBI). Define modernization roadmaps and target architecture. Strong understanding of data governance best practices for data quality, Cataloguing, and lineage. Proven ability to lead client engagements and p...
Posted 3 months ago
7.0 - 12.0 years
8 - 12 Lacs
Bengaluru
Work from Office
Evaluate the data governance framework and Power BI environment. Provide recommendations for enhancing data quality, and discoverability, and optimize Power BI performance. Desired Skills and experience Candidates should have a B.E./B.Tech/MCA/MBA in Finance, Information Systems, Computer Science or a related field 7+ years of experience as a Data and Cloud architecture with client stakeholders Understand and review PowerShell (PS), SSIS, Batch Scripts, and C# (.NET 3.0) codebases for data processes. Assess complexity of trigger migration across Active Batch (AB), Synapse, ADF, and Azure Databricks (ADB). Define usage of Azure SQL DW, SQL DB, and Data Lake (DL) for various workloads, proposi...
Posted 3 months ago
1.0 - 4.0 years
0 - 0 Lacs
gurugram, noida
On-site
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer(Without Cross sale) CTC- upto-4.5 LPA + incentive + other benefit 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 achieve healthy revenues without compromising on client profitability 5. To have clear focus on client mining 6. To conduct regular Client Meetings & update the same in the meeting tracker 7. To at...
Posted 3 months ago
3.0 - 5.0 years
3 - 5 Lacs
Panjim, Goa, India
On-site
Roles and Responsibilities : 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 coll...
Posted 3 months ago
6.0 - 11.0 years
5 - 10 Lacs
Bangalore Rural, Bengaluru
Work from Office
Role Description/ Scope of the Job Individual performance target & responsible of teams target achievement. Specific Role Responsibilities / Core Duties: 1. Team handling Experience minimum 1 to 3 years 2. To achieve healthy revenues without compromising on client's profitability. 3. Equity Proven experience as a Client Relationship Manager. 4. TPP (Third Party Product) sell to customers 5. Handle Inbound & Outbound calling Team 6. Training new employee Strong Product Knowledge 7. Minimum 2-5 Years Equity Dealing experience is required
Posted 4 months ago
1.0 - 4.0 years
4 - 8 Lacs
Jaipur
Work from Office
: Job Title: Client On Boarding, NCT Location: Jaipur, India Corporate TitleNCT Role Description The Analyst will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. The role is required to verify account opening documents for PWM US client against the KYC. And also ensure correct FATCA reporting to comply with regulatory requirement. Candidate/Applicants would need to ensure adherence to all cut-off times and quality of processing as maintained in SLAs. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and educatio...
Posted 4 months ago
3.0 - 5.0 years
3 - 5 Lacs
Pune, Maharashtra, India
On-site
Roles and Responsibilities : 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 coll...
Posted 4 months ago
3.0 - 5.0 years
3 - 5 Lacs
Guwahati, Assam, India
On-site
Roles and Responsibilities : 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 coll...
Posted 4 months ago
3.0 - 5.0 years
3 - 5 Lacs
Mumbai, Maharashtra, India
On-site
Roles and Responsibilities : 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 coll...
Posted 4 months ago
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