375 Equity Trading Jobs - Page 13

- Managing & handling high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 years of experience in equity dealing with indian broking company. - Excellent understanding of financial markets.

Urgent Opening for Equity Advisor - Amravati, Ahmednagar, Aurangabad, Parbhani Interested candidates can call on 8169023289 or share cv on divya.chawla@religare.com JD Relationship Manager- Dealing:- 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 insurance, SIPs, Mutual Funds, PMS etc. Client network development Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base. Focus on generating new business and build client network. Compliance Maintain high level of compliance as per company norms.

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.

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.

Job Description: Inviting dynamic and experienced relationship managers to be part of our team at Religare Broking ltd. • We are looking for an experienced Relationship Manager, who is passionate about enhancing our customer experience and dedicated to fostering a positive customer experience. • If you are an empathetic individual, willing to put yourself in our customers shoes, and passionate about solving their issues for the best possible experience, you’re the perfect match for us. • We provide a competitive compensation package, including perks and opportunities for career advancement. • We are committed to diversity and equal opportunities and encourage candidates from all backgrounds to submit their applications. **Your Role: • Actively establish and maintain positive relationships with existing clients by providing exceptional customer service, listening to their needs, and addressing their concerns. • Manage client accounts and act as the key point of contact from the company. • Conduct in-depth market research and analysis to understand the client's needs, preferences and trends in the industry. • Collaborate across departments such as sales, marketing and product development to ensure that the client's needs are being met. • Generate new business and revenue opportunities through cross-selling and upselling. Your Responsibilities: • Identify client demands and develop strategies to meet them. • Find key personnel in client companies to establish profitable relationships. • Approach potential customers to cultivate fruitful relationships. • Support high-quality sales, supply and customer service operations. • Revenue generation - Responsible to generate brokerage primarily through advising clients on their portfolio. • Compliance - Maintain high level of compliance as per company norms.

What are we looking for? The Financialist is seeking an individual who swears by "Stay Hungry Stay Foolish" and comes up with innovative solutions. You'll be part of the wealth advisory team and will work with founding team members on building the company. Job Description : The job entails being a part of the advisory team that vides comprehensive financial planning to clients regarding their overall financial well-being needs. The advice should be coherent with the principles of financial planning, keeping the client's risk file, goals, and milestones in mind. Wealth advisors assess a client's financial needs, including retirement, saving for education, home buying, vacation planning, budgeting, debt reduction, or wealth maximization among other goals. Role and Responsibilities : - Work with wealth advisors (junior team members) to execute the operations. - Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate, and tax planning, while ensuring coherence with each client's risk file. - Conduct thorough analysis of clients' financial situations, covering income, expenses, assets, liabilities, and investment portfolios. This will primarily entail reviewing work performed by Wealth Advisors. - The Principal Wealth Advisor along with the advisory team will be responsible for managing client relationships, deeply understanding their financial needs, and viding holistic solutions. - Implement action plans in coherence with the financial plan of the clients to achieve financial objectives. - Offer continuous support to the clients throughout the year, addressing any questions. Qualifications and Requirements : Academic background : i. Chartered Accountant or Top Tier MBA (Mandatory) And ii. CFP/CWM or iii. CFA Level 2 cleared/CFA Level 3 candidates Work experience : - Relevant work experience with wealth/financial planning ducts or in client-facing wealth management - Ability to operate in a team-oriented and collaborative environment - Self-motivated, flexible, and adaptable in an ever-changing environment - Excellent interpersonal and communication skills - Commitment to personal and fessional development

Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term -Develop and maintain a long-term relationship with customer

India's Top Broking and Wealth Management Company is hiring in large numbers for below role Email- maheshwari@contactxindia.com , karan@contactxindia.com Contact-8273693648/ 8859766816 Role & responsibilities Open Positions- 10 Location - Chandigarh, Patiala, Bathinda, Jalandhar, Ludhiana & Gobindgarh Levels -Equity Dealer/Relationship Manager Job Title: Equity Dealer Experience 3 to 6 years Key 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 the Company 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 NISM Certified Job Title: Relationship Manager Experience 3-6 years Key Responsibilities: Relationship Manager: It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products Preferred candidate profile

Job description Role: Assistant Manager (AM) Finance at Antara Senior Living Limited (A Max Group Company) Role Summary You will be responsible for overseeing the Treasury & Other Banking operations of Antara Senior Living and its subsidiary and other associated SPVs. Your role would include (but not limited to) following: - Location : Sector 44, Gurugram Key Accountabilities: 1. Correct and timely calculations of Investible Funds in FDs & mutual fund as per investment policy of company. 2. Interest accrued working & TDS accounting. 3. End to end closure of operational transactions in treasury and ensuring monthly books closure & Performing Bank reconciliations on regular basis. 4. Knowledge related to account opening, modifications and other banking related activities. 5. Reviewing funding needs, monthly reporting of all treasury activities to senior management. 6. MIS related to Banking & Treasury. 7. Good knowledge of MS Office applications i.e. MS Excel, MS Word, etc. 8. Finalizing Board Resolution for Authorization for Bank Access. 9. Basic Accounting Knowledge. Experience Required: - 4 to 8 years of experience. What's on Offer: Opportunity to be a part of a growth journey based on the values of Max Group with Antara Senior Living Limited. Interested candidates can share their resume at muskan.saini@antaraseniorcare.com

-Advise client about trading -Handling clients via providing recommendations and trading related services. -Handling and meeting clients and giving training on How to trade Online through various Trading Applications. -Handling Customers Query Regarding "Before trade and After Trade" through Inbound calls / outbound calls -Provide insights, updates, and recommendations based on market movements and analysis. -Evaluate financial risks and decide on trading based on available data. -Attain thorough knowledge about stock market terms and trading practices. -Execute trading orders (equities, derivatives, or commodities) accurately and timely as per client instructions. -Communicate with clients to understand their investment preferences, risk appetite, and financial objectives. -Maintain accurate records of client interactions, transactions, and compliance documentation. -Generate regular reports for management and clients summarizing portfolio performance. -Suggest portfolio rebalancing strategies to align with market conditions and client goals.

We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 0-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify opportunities for growth and improvement in existing portfolios. Collaborate with internal teams to develop and implement effective investment strategies that meet client objectives. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Stay up-to-date with market trends and regulatory changes to ensure compliance and optimal portfolio performance. Identify cross-selling opportunities across various products and services to maximize revenue growth. Job Requirements Strong understanding of Mutual Funds and their role in a diversified investment portfolio. Excellent communication and interpersonal skills to build strong relationships with clients and colleagues. Ability to analyze complex data sets and make informed decisions based on market trends and client needs. Proficiency in using technology-based tools and platforms to manage client interactions and transactions. Strong problem-solving skills to resolve client complaints and concerns efficiently. Ability to work effectively in a fast-paced environment while meeting sales targets and deadlines. Location - Wardha,Yavatmal,Nagpur,Nashik

Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Share updated Cv : divya.chawla@religare.com or call on 8169023289

- Managing & handling high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 years of experience in equity dealing or related role. - Excellent understanding of financial markets. - Investment Advisory

Looking for a Female Graduate Stock broker, Should handle stock trading activities and provide investment advice to clients, HNI Handling, Portfolio Management, Min 1 Year Exp, Need to work from Mon-Sat(9 AM to 6 PM), Call 8100917238(HR Astidipa)

Place orders on behalf of clients Providing advisory services AUM product penetration Cross selling of third party investment products after market Generate Revenue Achieve sales targets Required Candidate profile Experience of Live Trading in Share Market is a Must Equity Trading experience is Mandatory

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer/HNI 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 your updated CV on apex.snehil@gmail.com if you are interested in the mentioned Job Role. you can call also on 8756632966

Maintain lead management through cold calling, networking, references and on-field visits.Develop channel partner business vertical, Banking sector 3-in-1 product. Conduct seminars, workshops, and promotional campaigns to attract potential client.

Dear Candidate, Urgent opening with leading broking firm. Exp - 1-2 Yrs CTC - Upto 5 LPA Location : Pune Job Description Being the Equity Dealer below are the main responsibilities: 1. Accurately & timely punch of orders on behalf of the client .Maintain 0% dealing error. 2. Co-ordinate with the clients for timely settlements of funds and margin calls. 3. Handling trading related queries during market hours. 4. Provide the advisory to clients for Investment. 5. Maintain client relationship and provide them best service. 6. Excellent Communication and Interpersonal skills Qualifiers 1. Any Graduate 2. NISM / NISM Certified Mandatory 3. Min 1 to 2 years Experience 4. Knowledge of NEAT(optional), BOLT (required) & ODIN Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients. To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the Desk and the respective Advisor. Regular meetings with Active clients, converting the dormant clients into active Clients. Regular Regional visits for HNI client meetings, seminars/events. Cross-sell of Third-party focused products as suggested by the Anand Rathi group (includes MF, PMS, Structure Products & others). The person should be able to acquire HNI/ UHNI Clients with reference from existing clients and other market references

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

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.

Job Description of Equity Advisor Position Office Address: 307, 3rd Floor, Milestone Milagro, Nr. Someshwar Junction, University Road, Vesu, Surat - 395007 JOB RESPONSIBILITIES Execute the orders on behalf of clients Promoting Organizations research calls and advisory reports with the clients. Ensuring to keep maximum active clients Regular Client meetings Serving the clients via wide range of financial products and services we have with us. Revenue Generation and client activation Required qualifications, capabilities, and skills Bachelor’s degree is required. Freshers can also apply Should have the Basic knowledge of Equity Market. Should have the required certifications and academics Skilled in analyzing client risk profiles and optimizing investment strategies accordingly. Excellent verbal and written communication skills for effective client interactions Highly motivated with a proactive approach to client acquisition and In-house-sales

Roles and Responsibilities Provide expert advice on equity markets, including NISM certification (Series VIII) and derivatives trading. Assist clients in making informed investment decisions by analyzing market trends and providing insights. Manage client portfolios, ensuring optimal returns through effective brokerage services. Develop strong relationships with clients to understand their financial goals and objectives. Stay up-to-date with regulatory changes and industry developments to maintain compliance. Desired Candidate Profile 1-6 years of experience in Equity Advisory, Equity Broking, Equity Trading, Derivatives Trading, or related fields. Strong understanding of the stock market, including NSE rules and regulations. Excellent communication skills for building rapport with clients and colleagues alike. Ability to work independently as well as part of a team environment.

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 apex.mitalihr@gmail.com if you are interested in the mentioned Job Role. you can also call on 8112416630.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager CTC- upto-6 LPA + incentive + Other benefit Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently.. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Drive focus on generating new business/client base. Skills:- 1) Minimum Graduation 2) Should have a sound understanding / knowledge of capital markets. 3) Should be result-oriented, self-starter, proactive, good communication skills. 4) Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory Kindly reply with an updated CV at apex.pragati@gmail.com if you are interested in the mentioned Job Role, you can call also on 7752865344.