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3.0 - 8.0 years
5 - 6 Lacs
Rajahmundry, Visakhapatnam, Guntur
Work from Office
- 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.
Posted 5 months ago
1.0 - 6.0 years
2 - 5 Lacs
Parbhani, Ahmednagar, Amravati
Work from Office
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 lo...
Posted 5 months ago
5.0 - 10.0 years
4 - 9 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
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 communicatio...
Posted 5 months ago
5.0 - 10.0 years
4 - 9 Lacs
Noida, New Delhi, Delhi / NCR
Work from Office
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 communicatio...
Posted 5 months ago
1.0 - 6.0 years
1 - 6 Lacs
Pune
Work from Office
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 ...
Posted 5 months ago
0.0 - 5.0 years
10 - 13 Lacs
Mumbai
Work from Office
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, budge...
Posted 5 months ago
1.0 - 6.0 years
1 - 6 Lacs
Bhubaneswar, Kolkata, Raipur
Work from Office
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
Posted 5 months ago
3.0 - 8.0 years
6 - 8 Lacs
Jalandhar, Chandigarh, Patiala
Work from Office
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 Punchin...
Posted 5 months ago
4.0 - 9.0 years
7 - 9 Lacs
Gurugram
Work from Office
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...
Posted 5 months ago
0.0 - 4.0 years
1 - 3 Lacs
Agra
Work from Office
-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 ...
Posted 5 months ago
0.0 - 4.0 years
3 - 7 Lacs
Nagpur, Wardha, Yavatmal
Work from Office
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 cl...
Posted 5 months ago
1.0 - 6.0 years
1 - 4 Lacs
Aurangabad
Work from Office
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 f...
Posted 5 months ago
3.0 - 8.0 years
5 - 12 Lacs
Mumbai, Thane, Mumbai (All Areas)
Work from Office
- 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
Posted 5 months ago
1.0 - 5.0 years
2 - 3 Lacs
Kolkata
Work from Office
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)
Posted 5 months ago
1.0 - 4.0 years
3 - 4 Lacs
Bhubaneswar, Siliguri, Bardhaman
Work from Office
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
Posted 5 months ago
1.0 - 5.0 years
2 - 5 Lacs
Kanpur, Lucknow, Meerut
Work from Office
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
Posted 5 months ago
1.0 - 3.0 years
2 - 3 Lacs
Visakhapatnam, Chennai, Coimbatore
Work from Office
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.
Posted 5 months ago
1.0 - 6.0 years
4 - 5 Lacs
Pune
Work from Office
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...
Posted 5 months ago
6.0 - 11.0 years
9 - 15 Lacs
Kolkata
Work from Office
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 & other...
Posted 5 months ago
3.0 - 8.0 years
5 - 14 Lacs
Bangalore Rural, Bengaluru
Work from Office
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
Posted 5 months ago
5.0 - 10.0 years
4 - 9 Lacs
Ludhiana
Work from Office
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 communicatio...
Posted 5 months ago
0.0 - 4.0 years
2 - 4 Lacs
Surat
Work from Office
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 Skil...
Posted 5 months ago
1.0 - 6.0 years
3 - 5 Lacs
Nagercoil, Kanyakumari
Work from Office
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, i...
Posted 5 months ago
1.0 - 6.0 years
2 - 6 Lacs
Kochi, Visakhapatnam, Coimbatore
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 5 months ago
1 - 5 years
1 - 5 Lacs
Kochi, Hyderabad, Bengaluru
Work from Office
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 mar...
Posted 5 months ago
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