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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+ incentive + other benefits 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...
Posted 6 days ago
1.0 - 6.0 years
3 - 4 Lacs
tirupati, vijayawada, nellore
Work from Office
Title: Relationship Manager (Field Sales Executive) Company: Policybazaar Location - Nellore , Tirupathi, Vijawada Industry : Insurance Eligibility Criteria: Must own a Bike and have a valid Driving License Proficient in the regional language Mandatory Minimum 1 years of field sales experience in banking or Insurance sales Strong communication and networking skills Only Male Candidates Looking for Immediate Joiner. Roles and Responsibilities: Achieve Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count. Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base. Client Meetings: Conduct regular meetings to understand client need...
Posted 6 days ago
1.0 - 6.0 years
2 - 4 Lacs
raigarh, ranchi, bilaspur
Work from Office
Dear Candidate, About SMC SMC Group, founded in 1990, is India's leading share and stock broker, provides a wide range of financial services and investment solutions. A blend of extensive experience, diverse talent and client focus has made us the best Currency broking house in India. We are also amongst the first financial firms in India to expand operations in the lucrative gulf market, by acquiring license for broking and clearing member with Dubai Gold and Commodities Exchange (DGCX). Website: http://www.smcindiaonline.com Relationship Manager - Dealing JOB RESPONSIBILITIES Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existin...
Posted 6 days ago
0.0 - 7.0 years
4 - 9 Lacs
jaipur
Work from Office
Mega Walk In Drive:- Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferre...
Posted 6 days ago
2.0 - 7.0 years
3 - 5 Lacs
madurai, mysuru, thiruvananthapuram
Work from Office
Hi, Greetings from Avani consulting, We are hiring for leading Broking firm 5 day week Relationship Manager- Equity Dealer Interested candidates go through with the below job description and share resume in whatsapp /mail - WATSAPP - 7386568139 MAIL :- srinivas@avaniconsulting.com Role & responsibilities Minimum 1 Year experience required Equity. Job Description: Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assets gathering through, Advisory products, Investiger, IPO, ETF ...
Posted 6 days ago
2.0 - 7.0 years
3 - 5 Lacs
kochi, kozhikode, shimoga
Work from Office
Hi, Greetings from Avani consulting, We are hiring for leading Broking firm 5 day week Relationship Manager- Equity Dealer Interested candidates go through with the below job description and share resume in whatsapp /mail - WATSAPP - 7386568139 MAIL :- srinivas@avaniconsulting.com Role & responsibilities Minimum 1 Year experience required Equity. Job Description: Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assets gathering through, Advisory products, Investiger, IPO, ETF ...
Posted 6 days ago
2.0 - 7.0 years
3 - 5 Lacs
hyderabad, tiruchirapalli, bengaluru
Work from Office
Hi, Greetings from Avani consulting, We are hiring for leading Broking firm 5 day week Relationship Manager- Equity Dealer Interested candidates go through with the below job description and share resume in whatsapp /mail - WATSAPP - 7386568139 MAIL :- srinivas@avaniconsulting.com Role & responsibilities Minimum 1 Year experience required Equity. Job Description: Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assets gathering through, Advisory products, Investiger, IPO, ETF ...
Posted 6 days ago
1.0 - 5.0 years
3 - 7 Lacs
kochi
Work from Office
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 ...
Posted 6 days ago
1.0 - 5.0 years
3 - 7 Lacs
thiruvananthapuram
Work from Office
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 ...
Posted 6 days ago
1.0 - 5.0 years
3 - 7 Lacs
kozhikode
Work from Office
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 ...
Posted 6 days ago
1.0 - 5.0 years
3 - 7 Lacs
shimoga
Work from Office
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 ...
Posted 6 days ago
1.0 - 5.0 years
3 - 7 Lacs
mysuru
Work from Office
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 ...
Posted 6 days ago
3.0 - 8.0 years
8 - 10 Lacs
chennai
Work from Office
Role & responsibilities Source and acquire retail clients for Equity Trading and Demat account openings Ensure a smooth handover of newly acquired clients to the Equity Dealer for market advice and trade execution Monitor client engagement and coordinate with dealers to maximize trade volumes Identify client needs and promote relevant financial products such as: Mutual Funds/ Portfolio Management Services (PMS)/Fixed Deposits (FDs)/Insurance (Life/General)/Bonds & Private Equity products Preferred candidate profile 2-4 years in financial services, preferably in retail broking, wealth management, or investment advisory roles. Freshers with strong communication skills and relevant certificatio...
Posted 6 days ago
1.0 - 6.0 years
2 - 4 Lacs
kolkata, cuttack, raipur
Work from Office
Dear Candidate, About SMC SMC Group, founded in 1990, is India's leading share and stock broker, provides a wide range of financial services and investment solutions. A blend of extensive experience, diverse talent and client focus has made us the best Currency broking house in India. We are also amongst the first financial firms in India to expand operations in the lucrative gulf market, by acquiring license for broking and clearing member with Dubai Gold and Commodities Exchange (DGCX). Website: http://www.smcindiaonline.com Relationship Manager - Dealing JOB RESPONSIBILITIES Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existin...
Posted 6 days ago
1.0 - 6.0 years
2 - 7 Lacs
ahmedabad
Work from Office
Urgently need Branch Manager, Equity Dealer,MFund Sales and BSE(business support executive) in a stock market Location Bangalore For Equity dealer, BSE and RM ,Experience min 1 year required, CTC 2lpa to 4 lpa For BM exp min 5 yrs, CTC - 3 to 6.5lpa Required Candidate profile Role – For BM , Managing Branch as a Profit Center by revenue generation. - For Dealer , Sale purchase on behalf of client - For MFund Sales- acquire clients and SIP Contact QRN on 9811985863
Posted 6 days ago
1.0 - 6.0 years
3 - 4 Lacs
mysuru, puducherry, salem
Work from Office
Title: Relationship Manager (Field Sales Executive) Company: Policybazaar Location - Salem, Mysore, Pondicherry Industry : Insurance Eligibility Criteria: Must own a Bike and have a valid Driving License Proficient in the regional language Mandatory Minimum 1 years of field sales experience in banking or Insurance sales Strong communication and networking skills Only Male Candidates Looking for Immediate Joiner. Roles and Responsibilities: Achieve Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count. Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base. Client Meetings: Conduct regular meetings to understand client needs a...
Posted 1 week ago
1.0 - 6.0 years
3 - 4 Lacs
chennai, coimbatore, vellore
Work from Office
Title: Relationship Manager (Field Sales Executive) Company: Policybazaar Location - Chennai, Coimbatore, Vellore Industry : Insurance Eligibility Criteria: Must own a Bike and have a valid Driving License Proficient in the regional language Mandatory Minimum 1 years of field sales experience in banking or Insurance sales Strong communication and networking skills Only Male Candidates Looking for Immediate Joiner. Roles and Responsibilities: Achieve Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count. Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base. Client Meetings: Conduct regular meetings to understand client needs...
Posted 1 week ago
1.0 - 5.0 years
3 - 6 Lacs
kottayam, coimbatore, thiruvananthapuram
Work from Office
ROLES & RESPONSIBILITIES: - Achieve monthly targets of 75 Demat and 25 Margin accounts (25k average margin), with 2x revenue in the first year and 3x in subsequent years. Conduct a minimum of 3 client meetings and 1 branch visit daily to drive sales and strengthen relationships. Ensure at least 12 First Trades per month through follow-ups and client engagement. Execute all promotions, contests, and marketing campaigns effectively across assigned branches. Conduct 4 training sessions monthly for partners and bank staff to enhance product awareness. Support channel partners on joint client calls and assist in lead conversions. To schedule your interview send your CV through WhatsApp (number me...
Posted 1 week ago
1.0 - 6.0 years
2 - 2 Lacs
ranchi
Work from Office
Sales & marketing of financial products bonds, shares, forex, FD, Equity Generating leads through prospective clients & customers. Meet sales targets through effective communication and relationship building. Share cv with hr.hireresource@gmail.com Provident fund Health insurance Annual bonus
Posted 1 week ago
5.0 - 9.0 years
5 - 10 Lacs
hyderabad, bangalore rural, bengaluru
Work from Office
We are looking for experienced and dynamic professionals for the Equity Advisor (PCG Division) role. The ideal candidate will manage and advise Super HNI clients across equity, derivatives, and other market instruments. Key Responsibilities Advise and manage Super HNI clients on Equity, Derivatives, Currency, and Commodity markets. Independently handle client portfolios with a minimum book size of 25 lakhs and above. Generate revenue and activate clients through effective advisory. Cross-sell financial products such as Mutual Funds, PMS, and Insurance. Resolve client queries and complaints within defined timelines. Acquire new clients and retain existing ones through regular engagement. Cond...
Posted 1 week ago
1.0 - 6.0 years
1 - 5 Lacs
bengaluru
Work from Office
Role & responsibilities • Plan the days work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size • Identify fitment of Wealth Advisory products matching the clients investing goals • Interact with potential customers with the emphasis on high quality lead conversions. • Proactively follow up leads assigned by Wealth Advisory Head and report the progress with mitigation plan on how to achieve the results as well. • Work closely with the Wealth Advisory Head to achieve Wealth Advisory objectives. • Contribute to the team performance by sharing and implementing Best Practice Ideas. • Disseminate the learnings/ good practices across team(s) so that ...
Posted 1 week ago
5.0 - 10.0 years
15 - 30 Lacs
kochi, coimbatore, mumbai (all areas)
Work from Office
Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product
Posted 1 week ago
1.0 - 4.0 years
2 - 6 Lacs
varanasi, kolkata, bareilly
Work from Office
Execute equity trades on behalf of clients. Monitor market trends, manage client portfolios, Provide investment advice, ensure regulatory compliance, Generate trade reports, maintain client relationships, Achieve daily trading targets.
Posted 1 week ago
3.0 - 8.0 years
8 - 18 Lacs
ahmedabad, vadodara, mumbai (all areas)
Work from Office
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
Posted 1 week ago
7.0 - 12.0 years
14 - 24 Lacs
mumbai, mumbai (all areas)
Work from Office
IDBI CAPITAL MARKETS & SECURITIES LTD. Email CV to hemangini.masani@idbicapital.com along with your Current Fixed CTC Rs. p.a. and Expected CTC Rs. P.a.; Notice Period Required. JOB DESCRIPTION ORGANISATION DESIGNATION IDBI Capital Markets and Securities Limited Manager Institutional Equities Sales 2 NO. OF VACANIES REPORTING TO VICE PRESIDENT INSTITUTIONAL EQUITIES (Sales & Dealing) EXPERIENCE RANGE CRITICAL EXPERIENCE ESSENTIAL QUALIFICATIONS LOCATION Post qualification experience of around 08-10 years 5-6 years experience in similar profile is mandatory Mumbai H.O. (Cuffe Parade, Colaba, Mumbai) Commensurate with experience CTC (Per Annum) CANDIDATE'S PROFILE The Institutional Equities di...
Posted 1 week ago
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