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1.0 - 6.0 years
2 - 4 Lacs
hyderabad, mumbai (all areas)
Work from Office
Position: Equity Dealer Location: Pan India Department: Trading Employment Type: Full-time About Us: Choice Group, incorporated in 1992, is a financial institution that finds its legacy in solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Overview: The Equity Dealer will be responsible for executing trades in equity markets on behalf of clients and the firm, ensuring compliance with regulatory requirements while maximizing trading efficiency and profitability. The ideal candidate will possess a strong under...
Posted -1 days ago
1.0 - 6.0 years
0 - 0 Lacs
delhi, noida, lucknow
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) 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 updated CV on apex.shachi@gmail.com if you are interested for the mentioned Job Role. you can call also on 8176899035
Posted -1 days ago
1.0 - 6.0 years
2 - 6 Lacs
chennai
Work from Office
Roles and Responsibilities: Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients Qualification: - ANY Graduate/PG/MBA from reputed institute or Graduate from good college. Experience: - Minimum 1 to 8 yrs Note: Preferably fro...
Posted 1 hour ago
3.0 - 8.0 years
4 - 9 Lacs
ahmedabad, surat
Work from Office
Job Specifications Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Ahmedabad, Surat Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for give...
Posted 19 hours ago
1.0 - 5.0 years
0 - 3 Lacs
visakhapatnam, hyderabad, secunderabad
Work from Office
Job description Job Description: Equity Advisor Communicating Intra day trading calls and investing ideas to customers. Maintaining regular relations with clients Individually operate NSE/BSE terminals Thorough knowledge of all exchange rules regulations and compliance Ability to advise the clients from time to time based on the research calls Generating brokerage and volume to the branch To trade behalf of clients, keeping them informed about rates, research information and market outlook, order and trade details and confirmations Identify new streams for revenue and maintain cordial relationship with existing clients Achieve laid down target w.r.t revenue generation, client activation, cli...
Posted 22 hours ago
1.0 - 5.0 years
5 - 6 Lacs
pune, ahmedabad, anand
Work from Office
Hiring For Relationship Manager- Demat Sales for Leading Broking Company. It's a direct channel sales. Min 1 year documented experience required.
Posted 1 day ago
1.0 - 6.0 years
1 - 5 Lacs
rajkot, vadodara
Work from Office
Please find below Job description for the Relationship Manager Dealing role - Panjim JD Relationship Manager- Dealing:- Eligibility: Any Graduate NISM VIII Mandatory Minimum 6 months experience required Interested candidates share cv on divya.chawla@religare.com or call on 8169023289 As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insuran...
Posted 1 day ago
10.0 - 16.0 years
8 - 12 Lacs
mumbai
Work from Office
Vertical : PBG Desk Position : Senior Relationship Manager Experience required: 7+ years Location :Mumbai (Mahalaxmi) Job Description: 1.Placing Orders for clients after taking proper consent 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc.) 4. Client meetings directly and joint meets along with Bank PBG RM`s 5. Pitching our research ideas to customers 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 skil...
Posted 1 day ago
1.0 - 6.0 years
3 - 6 Lacs
kochi, ernakulam
Work from Office
As an Equity Advisor , youll guide clients on equity investments, helping them make informed decisions to achieve their financial goals and generate brokerage for the company. Key Responsibilities: Advise clients on equity portfolios and market opportunities. Conduct client profiling to understand financial goals and risk appetite. Build and maintain strong client relationships through regular interactions. Stay updated on market trends and share timely investment insights. Cross-sell financial products like Mutual Funds, PMS, Insurance, and Derivatives. Execute client trades accurately and ensure all compliance requirements are met. Use Motilal Oswals research reports to make informed recom...
Posted 1 day ago
4.0 - 6.0 years
5 - 7 Lacs
chennai, bengaluru
Work from Office
Job Description Position / Job Title Relationship Manager- Equities Designation Officer/ Executive/ Assistant Manager/DM/Manager/Senior Manager Department Branch Dealing Sub Department Branch Dealing Reporting To (title) Branch Manager Superiors Superior (title) Cluster Head/ State Head Location Date Job Purpose To render financial services to customers to generate revenue through brokerage and third party products. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products Equity/ Currency/ DYSIP/ TPP and any other new product launched. 3CustomersActivation of customers, s...
Posted 1 day ago
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 1 day 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 1 day ago
5.0 - 10.0 years
4 - 8 Lacs
kolkata
Work from Office
Vertical : PBG Desk Position : Senior Relationship Manager Experience required : 5 Years to 10 yrs Location : Kolkata Job Description : 1.Placing Orders for clients after taking proper consent 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc) 4. Client meetings directly and joint meets along with Bank PBG RM`s 5. Pitching our research ideas to customers 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 skill...
Posted 1 day ago
5.0 - 10.0 years
4 - 8 Lacs
ahmedabad
Work from Office
Vertical : PBG Desk Position : Senior Relationship Manager Experience required : 5 Years to 10 yrs Location : Ahmedabad Job Description : 1.Placing Orders for clients after taking proper consent 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc) 4. Client meetings directly and joint meets along with Bank PBG RM`s 5. Pitching our research ideas to customers 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 ski...
Posted 1 day ago
1.0 - 5.0 years
2 - 4 Lacs
jalgaon
Work from Office
KEY RESPONSIBILITIES • Trading & Execution: Execute equity, commodity, and derivatives trades with accuracy and efficiency. • Handle high-volume trading, including DTC (Delivery Trading Contract), MTF (Margin Trading Facility), and MF (Mutual Fund) transactions. • Operate and monitor Algo Trading systems; ensure timely execution of automated strategies. • Client Management: Provide real-time support and information to clients regarding trades, markets, and portfolio positions. • Coordinate with Relationship Managers and Sales teams for client servicing. Guide clients on MT limits, fund requirements, and investment opportunities. • Reporting & Coordination: Generate reports on client trading ...
Posted 1 day 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 1 day 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 1 day 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 1 day 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 1 day 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 1 day 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 1 day 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 1 day 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 1 day ago
5.0 - 6.0 years
5 - 7 Lacs
vijayawada
Work from Office
Job Description Position / Job Title Relationship Manager- Equities Designation Officer/ Executive/ Assistant Manager/DM/Manager/Senior Manager Department Branch Dealing Sub Department Branch Dealing Reporting To (title) Branch Manager Superiors Superior (title) Cluster Head/ State Head Location Date Job Purpose To render financial services to customers to generate revenue through brokerage and third party products. Dimensions what are the areas (in quantitative terms) the job has an impact on? S.No.ParametersRemark1Revenue Brokerage and TPP products To be set at the time of Onboard2Products Equity/ Currency/ DYSIP/ TPP and any other new product launched. 3CustomersActivation of customers, s...
Posted 2 days ago
0.0 - 6.0 years
2 - 4 Lacs
new delhi, gurugram
Work from Office
Trades execution on Odin/online/Algo/Any related software on NSE & MCX Platform. Follow strict discipline. Regular follow up of the chart. Maintain & reconcile daily trades. NISM Certified Candidate only Perks and benefits Incentive on Profits earned on fund deployed
Posted 2 days ago
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