84 Equity Settlement Jobs - Page 4

Job Information Job Opening ID ZR_2027_JOB Date Opened 27/10/2023 Industry Technology Job Type Work Experience 1-3 years Job Title Dealer City Mumbai Province Maharashtra Country India Postal Code 400008 Number of Positions 4 Locations Min 6 months experience from preferred broking houses (Competitor Motilal Oswal Securities, Kotak Securities, HDFC Securities, Religare Securities, Anand Rathi, Edelweiss Broking, IIFL, Sharekhan, Angel Broking, Axis Securities) Candidate should have been in the market for min 6 months. Dealing experience is must - achieving min 4X of revenue targets in the existing Organization. Currently managing or interested in Client Acquisition (sales) check(event) ; career-website-detail-template-2 => apply(record.id,meta)" mousedown="lyte-button => check(event)" final-style="background-color:#2B39C2;border-color:#2B39C2;color:white;" final-class="lyte-button lyteBackgroundColorBtn lyteSuccess" lyte-rendered=""> I'm interested

Roles and Responsibilities: Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a strong understanding of financial products and market trends. Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must SEBI Regulatory Compliance

Execute equity trades on behalf of clients through terminal (NSE/BSE) Provide real-time market information and stock recommendations Maintain client relationships and handle queries regarding portfolio or transactions Ensure regulatory compliance (SEBI/NSE/BSE guidelines) during all trade execution Monitor daily P&L, margins, and client risk limits Assist clients in demat account opening and KYC processes Generate daily reports and assist in back-office coordination Gender: Male/ Female.

Seeking Analyst/ Specialists to join a growing Banking Operations and Strategy team. 4-10 years of experience in Banking Operations, Risk Strategy, or Financial Services . Strong knowledge of cash management, trading operations, and equity settlement processes . Hands-on experience with tools like QORE, K2 , and banking platforms . Any Graduate US Shift 5 Days Working Call Anumeha @ 6376649769 Share resume to anumeha@manningconsulting.in

Role and Responsibility : - Have a keen interest and deep understanding of Fintech Industry. - Interested in mentoring and guiding students. - Excellent problem-solving ability. - Good interpersonal and presentation skills. Skill Sets : - Excellent Communication Skills, Experience in Stock Market, - Good interpersonal and presentation skills. - Good listening and problem-solving skills. - Time management skills. - Critical thinking skills. - Soft Sales skills. - Self Motivated & driven by targets - The ability to influence and negotiate with others. Most Importantly Willing to work in flexible shifts and weekends also with flexible Week offs." Experience 1-2 years of Equity Dealing, Equity Advisors, Trading, Trainer, Cross Selling, Wealth Managing This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

4R Investments Pvt. Ltd. is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journey. Client Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed Order Routing: Routing client orders to various exchanges and trading platforms for execution Risk Management: Monitoring market movements and assessing potential risks associated with investment decisions Compliance: Ensuring compliance with relevant financial regulations and industry standards Customer Relationship Management: Building and maintaining strong relationships with clients, addressing their inquiries and concerns Financial Analysis: Analyzing financial statements and company reports to evaluate the fundamental performance of companies

Role and Responsibility :- Have a keen interest and deep understanding of Fintech Industry.- Interested in mentoring and guiding students.- Excellent problem-solving ability.- Good interpersonal and presentation skills.Skill Sets :- Excellent Communication Skills, Experience in Stock Market,- Good interpersonal and presentation skills.- Good listening and problem-solving skills.- Time management skills.- Critical thinking skills.- Soft Sales skills.- Self Motivated & driven by targets- The ability to influence and negotiate with others.Most Importantly Willing to work in flexible shifts and weekends also with flexible Week offs."Experience 1-2 years of Equity Dealing, Equity Advisors, Trading, Trainer, Cross Selling, Wealth Managing This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Role & responsibilities: * Handling the team of Advisors. * Complete the team target. * Generate Brokerage through advisory. * Cross Selling third party products. * Manage Existing Clients *Acquire New clients through the team. Preferred candidate profile: Should have NISM Certificate and Team Handling experience. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Ashwini K : 9822643371

Hi Candidate!! Hiring for Equity Client Operation for Top MNC ..!! Role: Equity Client Ops Location: Mumbai (only Mumbai candidates) Contract: 12 Months Notice: Immediate- 30 days only Work Mode: Hybrid-3 days WFO Skills Required: 2-4 Years experience Excellent Communication Skill Must have: Equity products, Equity Settlements, MS Office Good to have: Equity Trade allocations / booking, Pre-matching and settlements If interested, please share updated CV to arthie.m@orcapod.work