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3 - 7 years
8 - 10 Lacs
Mumbai, Chennai, Bengaluru
Work from Office
1) Responsible for Handling NRI / HNI Clients 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, 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. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring...
Posted 5 months ago
2 - 5 years
4 - 7 Lacs
Mumbai, Hyderabad, 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. Location- Mumbai, Bengaluru, Hyderabad, Chennai, Kolkata,Pune, Udaip...
Posted 5 months ago
5 - 9 years
3 - 6 Lacs
Shimoga, 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 5 months ago
1 - 6 years
3 - 6 Lacs
Vijayawada, Visakhapatnam, Delhi / NCR
Work from Office
Note: Only apply if you have equity dealing experience As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new cliental base and drive wealth business equally. 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 ...
Posted 5 months ago
1 - 5 years
3 - 7 Lacs
Bengaluru
Work from Office
Role & 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 If anyone is interested request you to share your profile to trivenis@rathi.com( 8951380792)
Posted 5 months ago
3 - 5 years
5 - 10 Lacs
Thane
Work from Office
Advise NRI clients on their equity investments, providing insights into current market trends. Handle queries and complaints from NRI clients, ensuring timely resolution. Develop and maintain long-term relationships with NRI clients to foster trust and engagement. Manage NRI client portfolios and generate brokerage through effective portfolio management. Execute trades on behalf of NRI clients while maintaining regular communication to understand their investment needs. Cross-sell equity financial products, including Mutual Funds and PMS, to meet client financial goals. Ensure high levels of client activation and retention to maximize active clientele.
Posted 5 months ago
2 - 4 years
5 - 7 Lacs
Thane
Work from Office
Client Management: Handle high-net-worth clients by addressing their investment needs and offering personalized trading solutions. Activation and Revenue Generation: Activate new client accounts and drive revenue growth through strategic trading activities. Cross-Selling: Promote and sell additional investment products, including Mutual Funds, Portfolio Management Services (PMS), Non-Convertible Debentures (NCDs), Corporate Bonds, and other financial products. New Client Acquisition: Identify and acquire new clients to expand the client base and increase market share. Building MTF Book: Develop and manage a portfolio of Margin Trading Facility (MTF) accounts to support business expansion.
Posted 5 months ago
2 - 6 years
3 - 4 Lacs
Chennai
Work from Office
Role Overview : As a Senior Executive Premium Customer Experience (Relationship manager) , you will be at the forefront of client engagement and revenue generation. Your primary objective is to drive revenue growth by building and deepening strong relationships with premium clients. This includes daily interaction, providing strategic market insights, timely execution of orders, and delivering an exceptional customer experience. Key Responsibilities 1. Client Engagement & Revenue Generation Maintain daily interactions with assigned (mapped) clients to nurture long-term relationships. Share insightful research reports from reputed research houses to support client decision-making. Ensure time...
Posted 5 months ago
1 - 6 years
2 - 4 Lacs
Mumbai, Mumbai Suburban, Navi Mumbai
Work from Office
1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs 2. Punching the orders on the behalf of clients in offline trading mode proficiency & accuracy in all segments Required Candidate profile Having NISM 8 Certification is mandatory for candidates before interview Interested can contact on 7304501604 or share CV on jyoti.mehta@tradebulls.
Posted 5 months ago
2 - 7 years
3 - 8 Lacs
Noida, New Delhi, Delhi / NCR
Work from Office
Roles and Responsibilities Conduct technical research on stocks, derivatives, and indices to identify trends and patterns. Develop and maintain a deep understanding of the derivative market, including options trading strategies. Provide expert analysis on NIFTY and other major indices to clients through reports, presentations, and webinars. Collaborate with cross-functional teams to develop new products and services related to stock broking, online trading, equity trading, and share trading. Stay up-to-date with industry developments and regulatory changes affecting the stock market. Desired Candidate Profile 2-7 years of experience in technical research or analysis in the financial markets....
Posted 5 months ago
- 2 years
3 - 6 Lacs
Mumbai Suburban, Mumbai (All Areas)
Work from Office
Role & responsibilities Conducting Live Doubt-Solving and Practice sessions with students Daily research on trading setups Maintaining a trade setup performance journal Solving student queries on WhatsApp groups Preparing lecture notes Creating student feedback reports Assisting the chief trainer in course improvements Assisting the operations team in batch admission process Overall responsibility to ensure that students have a good learning experience Preferred candidate profile Freshers can apply for this position too. Applicants with prior experience of 2+ years of trading will be preferred. Prior Knowledge of Technical Analysis and Options Trading is required. Applicants with a CMT degre...
Posted 5 months ago
5 - 10 years
4 - 9 Lacs
Ahmedabad
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
2 - 7 years
3 - 8 Lacs
Noida, New Delhi, Faridabad
Work from Office
Hiring!!!! 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. Preferred candidat...
Posted 5 months ago
4 - 9 years
4 - 9 Lacs
Chennai
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
- 6 years
12 - 36 Lacs
Pune
Work from Office
Responsibilities: * Monitor market trends * Analyze trade opportunities using equity trading skills * Collaborate with sales team on client needs * Prepare reports with MS Office tools * Execute trades efficiently Health insurance Annual bonus Performance bonus Leave encashment Flexi working
Posted 6 months ago
3 - 5 years
5 - 7 Lacs
Kolkata, Mumbai, New Delhi
Work from Office
Roles and responsibilities: Managing a team of Analysts and their deliverables to clients Auditing and problem solving of complex and dynamic financial models Checking equity trading and precedent transaction comparable analysis and other analytics for supporting valuation of a company, conducting cash-flow analysis of company, capital structure analysis Conducting company, industry and market research for various purposes such as competitor bench-marking, industry landscape analysis, market size analysis, etc. Preparing client pitch books and marketing materials for business development purposes Preparing investor presentations, investment committee memorandum and information memorandum Req...
Posted 6 months ago
2 - 5 years
3 - 4 Lacs
Hyderabad
Work from Office
Role & 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
Posted 6 months ago
2 - 7 years
3 - 7 Lacs
Visakhapatnam, Chennai, Coimbatore
Work from Office
Job Description Designation:Retail- RM Advisor Interview: Virtual Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Designation: RM Advisor Roles and Responsibilities: • Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. • Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. • Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. • Drive revenue growth while ensuring client profitability and long-term engagement. • Provide clients with market insights and investment advisory services based...
Posted 6 months ago
4 - 9 years
4 - 9 Lacs
Ahmedabad
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 6 months ago
- 5 years
2 - 7 Lacs
Kolkata
Work from Office
Responsibilities: Manage portfolio, lead team, trade shares & provide equity advice. Drive sales & marketing strategies, oversee business dev., excel at PM services. Good in sales and marketing Good in aquisition and portfolio management Travel allowance House rent allowance Health insurance Sales incentives Joining bonus Referral bonus Gratuity Provident fund Accessible workspace Maternity benefits in mediclaim policy
Posted 6 months ago
2 - 7 years
1 - 4 Lacs
Parbhani, Aurangabad, Amravati
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 6 months ago
2 - 7 years
3 - 7 Lacs
Chennai, Bengaluru, Hyderabad
Work from Office
Job Description Designation:Retail- RM Advisor Interview: Virtual Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Designation: RM Advisor Roles and Responsibilities: • Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. • Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. • Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. • Drive revenue growth while ensuring client profitability and long-term engagement. • Provide clients with market insights and investment advisory services based...
Posted 6 months ago
1 - 6 years
0 - 3 Lacs
Vijayawada, Visakhapatnam, Guntur
Work from Office
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, client Acquisition ...
Posted 6 months ago
- 1 years
1 - 2 Lacs
Vadodara
Work from Office
Job Summary: As an Equity Dealer, you will be responsible for executing buy and sell orders for equities on behalf of clients, maintaining client relationships, and ensuring all trades comply with regulations. You will need to stay updated on market trends, analysis, and execute orders efficiently while managing risk. Key Responsibilities: Execute equity buy and sell orders for clients based on their instructions. Monitor equity market conditions and provide clients with timely advice and updates. Ensure compliance with all regulatory and exchange rules when executing trades. Maintain accurate records of all transactions and positions. Analyze market trends, identify trading opportunities, a...
Posted 6 months ago
5 - 10 years
12 - 20 Lacs
Hyderabad, Chennai, Delhi / NCR
Work from Office
A Leading Stock Broking Company is seeking a highly motivated and experienced Branch Manager to lead our branch. The Branch Manager is responsible for the overall success of the branch, including sales, operations and team Mgmt. Required Candidate profile The ideal candidate will possess strong leadership skills, a deep understanding of financial markets, and a commitment to providing exceptional client service. Min 5 yrs of experience in stock broking
Posted 6 months ago
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