1705 Equity Sales Jobs - Page 19

Responsible for recruitment of Agents through various sources to ensure achievement of business targets for insurance products. For commodity/Equity Advisor.Commodity/Equity Role advising & dealing trading cross selling. whatsapp resume 9819832570 Required Candidate profile Advising & Dealing Exp- on equity, derivatives commoditY Client Handling Experience/Acquisition – HNI/UHNI/Large Client Financial product knowledge/Third party product PMS, IAP, Insurance, PE, MF AIF

Key Responsibilities: Acquire new clients through direct sales and convert leads into long-term relationships. Pitch and sell Kotak Securities products (Demat, Trading Accounts, Investment Plans, Mutual Funds, etc.). Build and manage strong relationships with clients to ensure customer satisfaction and retention. Meet and exceed monthly/quarterly sales and revenue targets. Generate leads through field visits, references, and networking. Maintain accurate records of client interactions, sales activities, and reports. Provide clients with updates on new products, services, and market trends. Work closely with internal teams to ensure smooth onboarding and servicing of clients. Key Requirements...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

Job Title: Equity Dealer|| 5Days working - On Role 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 . Gi...

Execution of trades for clients in equity, derivatives. Manage clients portfolio Provide regular updates to clients regarding market changes Handling Customers Query and solve it Stay updated of the market news, financial trends Ensuring compliance Required Candidate profile knowledge of equity and derivatives market. nism derivaties certification hindi and english speaking good trade execuion speed ms excel & word basic knowledge is mandatory prior experience in dealing

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

Roles and Responsibilities Manage equity advisory services, including portfolio management, brokerage generation, and equity settlement. Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading. Prepare reports using Excel and PowerPoint to present findings and recommendations to clients. Ensure compliance with regulatory requirements by adhering to NRI guidelines. Accurate and timely execution of orders on terminal. Revenue generation and activation of inactive clients Managing client portfolio and solving client queries. Overall achieving business targets and enhancing client relationships. NISM ...

Job description Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer ...

Role & responsibilities- Help current clients with their stock trading needs. Find new clients who want to trade stocks. Sell our broking services to clients and generate revenue. Give simple advice about the stock market. Work with the trading team to help clients. Keep track of your clients and follow company rules. Meet new people to bring more business. Share Resume Rishu Contact No - 9518644040 Mail Id- mehta.rishu2@indiabulls.com

Job Requirements Role/Job Title : Financial Market Sales Manager Function/ Department: Wholesale Banking Job Purpose Carry out FX & Derivatives products delivery to existing relationships and leverage relationships to increase market share of Treasury products from each such client. Roles & Responsibilities Bank is aggressively building its engagement with Micro, Small & Medium Enterprises, Non-Resident and Retail FX customers through Retail Branches and dedicated RMs. Our role is to partner with these coverage divisions to expand client coverage by offering them treasury products. Devise strategy & execute acquisition of new clients to grow FX & Derivatives business and meet business target...

Execution of trades for clients in equity, derivatives. Manage clients portfolio Provide regular updates to clients regarding market changes Handling Customers Query and solve it Stay updated of the market news, financial trends Ensuring compliance

Job Title: Relationship Manager About Choice Equity Broking Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial problems and bridging gaps for individuals, institutions and governments. For past 31 years we are committed to help our clients achieve their financial aspirations and promote value creation for society. Role Overview We are seeking a proactive, client-focused Relationship Manager to manage and grow relationships with existing and new clients across Demat services, Mutual Funds, Insurance, and Loans. The RM will be the primary point of contact, providing financial guidance, onboarding new clients, validating KYC/compliance, an...

Opening for Freshers and Experience candidates in BPO Domain for Customer Support -English + Hindi / Malayalam / Tamil -Salary 12k- 18k In hand depending on experience. -Providing customer support & Sales Call Nisha 9898014365 to apply . Required Candidate profile . -Graduation not mandatory. -Immediate joiners required. Voice Process / Non voice / Call center / BPO Call Nisha 9898014365 to apply

Dear Candidates, We are looking for Regional Advisory Manager for our Franchisee Business Servicing Department/Business Partner Group . Please find below job responsibility for your reference: Drive business and support Regions Business Partners. Selling of SK Research and Advisory Products,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) Candidates with relevant experience from same industry alone will be considered for interview.

Key Responsibilities: To activate the non-traded customers who had opened the account with ICICIdirect.com but still not activated the account To Re-activate STOP traders who once traded with ICICIdirect.com but now stopped trading To provide full demo of the website with research calls, while activating these non-trading and stop trader clients, advisory to keep clients active and increase revenue To cross sell other by-products of equity so that the customer remains active month on month To open new accounts by taking reference from the reactivated clients To handle customer queries and to ensure complete customer satisfaction for the reactivated clients Key Requirements: Should be a good ...

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs, preferred kannada language candidate Required Candidate profile Interested can contact on 7304501604 or share CV on jyoti.mehta@tradebulls.in

Position/Function Equity Broking Group - Business Development Level(Range) Sales Manager Client Acquisition and cross selling TPP Qualification Graduate with relevant Experience. No. of years of Experience Min. 2 years in selling DEMAT & Equity Trading Account / TPP Age 25 + years Critical Exp Essential 1. Candidate should have good understandings in Capital Market i.e. Equity. 2. S/he should have knowledge of Equity products. 3. Should have experience in selling TPP Products 4. Should have experience in selling dmat and trading account Job Responsibility 1. The candidate will be acquiring Clients who are interested in opening Equity Trading account & Demat Account. 2. The Clients will be ha...

Responsible for New Client Acquisition of trading accounts ( Demat a/c ). And Cross Sales Responsible for Cross sell LI/ GI/ PMS/ MF/ Gold – only direct acquisitions New Client Acquisition Required Candidate profile Candidate knowledge of Share Market sales Demat a/c and Brokerage Generate Send Update Resume Jobs@xwelljobs.com , Contact Us Jitesh Mathur 9414133911

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...

Energetic and goal-driven Relationship Managers for our Mumbai office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives

-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile Any bachelor having min 6 months of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp 98241 80768 Perks and benefits P.F, Insurance, Allowance, Incentive

Requires a unique blend of financial market expertise and client-facing skills. The role categorized : 1. Technical knowledge : Knowledge of Terminal operations (Buy/Sell) 2. Sales and Client management : Client acquisition and Cross sell TPP Required Candidate profile > Graduate and preferably *NISM series 8 certified* > Should have min 2 yrs exp in Trading and execution >Ability to acquire, advise and handle relationships clients.

Candidate needs to have BFSI experience Candidate needs to have two-wheeler Candidate needs to be comfortable with client meetings for documentation or service rendering Interested candidates can call or whatsapp CV to HR Varun- 9310054306