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4.0 - 10.0 years
4 - 10 Lacs
Hisar, Haryana, India
On-site
Key Deliverables: Execute equity and derivatives trades for clients Provide advisory on stock market investments Ensure NISM compliance in trading operations Drive revenue through active client engagement Role Responsibilities: Monitor market trends to guide trading decisions Maintain and grow client portfolios Adhere to regulatory norms and risk controls Coordinate with research and back-office teams
Posted 4 months ago
4.0 - 10.0 years
4 - 10 Lacs
Ambala, Haryana, India
On-site
Key Deliverables: Execute equity and derivatives trades for clients Provide advisory on stock market investments Ensure NISM compliance in trading operations Drive revenue through active client engagement Role Responsibilities: Monitor market trends to guide trading decisions Maintain and grow client portfolios Adhere to regulatory norms and risk controls Coordinate with research and back-office teams
Posted 4 months ago
4.0 - 10.0 years
4 - 10 Lacs
Rohtak, Haryana, India
On-site
Key Deliverables: Execute equity and derivatives trades for clients Provide advisory on stock market investments Ensure NISM compliance in trading operations Drive revenue through active client engagement Role Responsibilities: Monitor market trends to guide trading decisions Maintain and grow client portfolios Adhere to regulatory norms and risk controls Coordinate with research and back-office teams
Posted 4 months ago
5.0 - 10.0 years
8 - 11 Lacs
Pune
Work from Office
Summary Firm s Client Response Center (CRC) Team is in search of a Senior Proposal Specialist to play an integral role in client service and retention efforts through the completion of Due Diligence Questionnaires, Onboarding Questionnaires, Contract Renewal/Sub-Advisory Questionnaires and RFIs (DDQs) for Firm s retail and institutional clients worldwide. Projects will be primarily client servicing-related and include both standard and customized client DDQs. The Senior Proposal Specialist will write and review complex equity asset class and firm/entity level operational DDQs. The Senior Proposal Specialist will be responsible for writing, maintaining in repository and customizing for DDQs, ...
Posted 4 months ago
5.0 - 10.0 years
25 - 35 Lacs
Mumbai
Work from Office
1) It's a Team Handling Role. 2) Would have team target of Pvt Client Acquisition with ticket size - Rs. 25Lac, and Advise these clients based on market intelligence and research reports, 3) Generate revenue through Equity Broking, and through Cross selling of Third Party Products like - MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Monitoring & enhancing PCG Advisor's Advising and Trading skills through call tracking, weekly targets meetings, con calls.Coordinate with Third Party P...
Posted 4 months ago
3.0 - 8.0 years
3 - 8 Lacs
Pimpri-Chinchwad, Pune
Work from Office
Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate NISM 8, 5A, IRDA Min 4+ Years of experience is Mandatory Regards, Prashant Ghusale HR - HDFC Securities Ltd 9890442104
Posted 4 months ago
6.0 - 10.0 years
3 - 6 Lacs
Jaipur
Work from Office
Terminal Operator Hem Securities Ltd. Jaipur, Rajasthan, India (On-site) We are seeking a detail-oriented and experienced Equity Terminal Operator to join our team. The Equity Terminal Operator will be responsible for managing and operating equity trading terminals, ensuring timely and accurate execution of trades, and providing support to traders and clients. The ideal candidate will have a strong understanding of equity markets, excellent analytical skills, and the ability to work in a fast-paced environment. Role & responsibilities Trade Execution: Operate equity trading terminals to execute buy and sell orders as per the instructions from traders or clients. Market Monitoring: Continuous...
Posted 4 months ago
3.0 - 7.0 years
8 - 10 Lacs
Mumbai, Chennai, Bengaluru
Work from Office
1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing / acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers....
Posted 4 months ago
5.0 - 8.0 years
5 - 15 Lacs
Kolkata, Mumbai, Ahmedabad
Work from Office
1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 10) Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligenc...
Posted 4 months ago
5.0 - 10.0 years
5 - 15 Lacs
Pune, Ahmedabad, Bengaluru
Work from Office
Role & responsibilities Broking team handling exp Preferred candidate profile Dealers management Perks and benefits depends
Posted 4 months ago
3.0 - 8.0 years
3 - 8 Lacs
Pune
Work from Office
Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report Preferred candidate profile Any Graduate. Min 3+ Years of experience in equity markets is Mandatory NISM 8, 5A IRDA. Immediate Joiner preferred. Job Location - Pune Aundh. Regards, Prashant Ghusale 9890442104 HR - HDFC Securities Ltd.
Posted 4 months ago
1.0 - 6.0 years
2 - 5 Lacs
Navi Mumbai, Pune, Mumbai (All Areas)
Work from Office
Trading on behalf of the clients, Placing Order on terminal. * Responsible for Cross sell LI/ GI/ MF etc. * Building relationships with clients & educating them about Investments * Client meetings and bank branch visits. Required Candidate profile Required Candidate profile * Must be graduate in any. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must NISM 8 certification. * Good Communication Skill
Posted 4 months ago
5.0 - 10.0 years
5 - 12 Lacs
Kolkata, Pune, Mumbai (All Areas)
Work from Office
- Managing & handling ultra 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
Posted 4 months ago
0.0 - 5.0 years
2 - 6 Lacs
Gandhinagar, Ahmedabad, Rajkot
Work from Office
Greetings from SBI CAP SECURITIES ..!!!! We have Opening of Equity Dealer in our organization Location - Ahmedabad, Rajkot,Gandhinagar CTC Budget - As per Company standard Qualification - Graduation with NISM8 Certification Age - 39 years Experience 1 to 4 years *Job Description* Communicating Intra-day Trading Calls And Investing Customers Individually Operate NSE/BSE Terminals Ability To Advise The Clients From Time To Time Based On The Research Advices. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation. Interested candidate can share their cv at Monika.Singh4@sbicapsec.com or contact 7470303706
Posted 4 months ago
5.0 - 9.0 years
4 - 6 Lacs
Ahmedabad, Surat, Bengaluru
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...
Posted 4 months ago
7.0 - 12.0 years
5 - 15 Lacs
Kolkata, Ahmedabad, Surat
Work from Office
1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket size of Rs 25Lac and above 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds) 4) Handling Queries & complains of client's & solving it within TAT 5) Should apply deep market understanding & Advance strategies to increase book size & revenue 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios 7) Monitoring & e...
Posted 4 months ago
3.0 - 5.0 years
5 - 7 Lacs
Mumbai, Delhi / NCR, GOA
Work from Office
1) Trading / Dealing in Equities / Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiringclients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needsas per their risk appetite. 4) Ensuring the highest level of service to the clients.5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and p...
Posted 4 months ago
5.0 - 8.0 years
4 - 6 Lacs
Bengaluru
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Dissemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client engagement. 5) Application of technical analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Disseminating Fundamental research recommendations to meet investing requirements of allo...
Posted 4 months ago
5.0 - 7.0 years
5 - 15 Lacs
Ahmedabad
Work from Office
1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 10) Acquire quality PCG clientsn with minimum investment potention > Rs.25 Lac through networking, database, market intellig...
Posted 4 months ago
7.0 - 12.0 years
5 - 15 Lacs
Kolkata
Work from Office
1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitoring &...
Posted 4 months ago
2.0 - 5.0 years
2 - 7 Lacs
Bengaluru
Work from Office
1)Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2)Update clients for orders and trade on the recorded line. 3)Maintain active clients as per the defined norms. 4)Activate dormant clients. 5)Ensure resolution of clients query. 6)Maintain records of business on internal software. 7)Liaison with branches for revenue generation and query resolution 8)Follow guidelines of Risk management and Settlement 9)Ensure compliance as per various regulator and organization guidelines. 10)Acquire quality clients through networking, database, market intelligence and references from existing clients. Minimum 2 year - In a Stock Broking Firms _ Knowledge of Equity/ Stock...
Posted 4 months ago
5.0 - 8.0 years
5 - 15 Lacs
Mumbai
Work from Office
1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 10) Ensure compliance as per various regulator and organization guidelines. 11) Acquire quality PCG clientsn with minimum investment potention Location: Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipu...
Posted 4 months ago
5.0 - 9.0 years
4 - 6 Lacs
Mumbai, Chennai, Surat
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...
Posted 4 months ago
5.0 - 8.0 years
4 - 6 Lacs
Shimoga
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...
Posted 4 months ago
5.0 - 9.0 years
4 - 6 Lacs
Mumbai, Ahmedabad, Chennai
Work from Office
1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...
Posted 4 months ago
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