Senior Relationship Manager - PBG Desk (Emerald) - UHNI / HNI clients Hdfc Securities

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 communication skills.

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Senior Manager Nirmal Bang Securities

- 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

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Equity Dealer : Equity Advisor : PCG Dealer : HNI Dealing GR Recruitments

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 ***

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Retail Equity Advisor(Relationship Manager) Rekrut India

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 on current financial conditions. • Acquire new clients through referrals from existing customers. • Reactivate inactive clients through consistent follow-ups and engagement strategies. • Ensure timely collection of margins and market-to-market losses. Preferred Candidate Profile: • Educational Qualification:graduate degree required. • Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. • Hands-on experience in broking with a solid understanding of financial products and market trends. • Must not have any self-trading experience. • Certification: NISM Series VIII certification is mandatory. • Strong expertise in client acquisition, retention strategies, and achieving sales targets. • Prior experience in the broking industry is essential. Interested can contact asap. Best regards, Sandhya 7013962851 sandhya.kotapally@upgrad.com

Posted 3 months ago

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Operations / Dealer / Back Office Executive India Fast Forward Advisory Services Private

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 services. Knowledge of share Market. Strong attention to detail and ability to manage documentation accurately. Proficiency in MS Office (Word, Excel) and familiarity with financial software/tools. Excellent communication and interpersonal skills. Ability to multitask and work in a fast-paced, process-driven environment. What We Offer Opportunity to work in a niche and impactful sector within capital markets. Supportive team environment with professional growth opportunities. Exposure to real-world financial recovery and advisory operations. * Salary Range : 15,000 to 20,000 per month*

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