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2.0 - 7.0 years
1 - 4 Lacs
Lucknow, Jaipur, Delhi / NCR
Work from Office
Job Description : Execute the orders on behalf of lients. 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 : Kavita.vishwkarma1@religare.com
Posted 1 month ago
0.0 - 3.0 years
3 - 5 Lacs
Guwahati, Siliguri
Work from Office
LOOKING FOR FRESHERS WITH NISM VIII CERTIFICATION FOR THE ROLE OF EQUITY DEALER * *** Fresher with NISM VIII****** Location - Guwahati, Siliguri, Shillong CTC Budget - As per Company standard Experience - 0 to 2 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 updated cv manasi.s@sbicapsec.com or contact on 7736562628
Posted 1 month ago
0.0 - 3.0 years
3 - 5 Lacs
Guwahati, Siliguri, Shillong
Work from Office
Greetings from SBI SECURITIES LTD ..!!!! We have Opening of Equity Dealer in our organization * *** Fresher with NISM VIII****** Location - Guwahati, Siliguri, Shillong CTC Budget - As per Company standard Experience - 0 to 2 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 updated cv anuradha.das@sbicapsec.com or contact on 8697730260 HRD
Posted 1 month ago
1.0 - 4.0 years
4 - 4 Lacs
Siliguri, Rourkela, Sambalpur
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 in Share Market Live Trading is a Must
Posted 1 month ago
1.0 - 6.0 years
3 - 6 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
Title: Relationship Manager Dealing 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 customer’s 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. Title: Relationship Manager – Dealing Required skills and qualifications: • At least 2+ years of experience in customer service, sales, account management or a related field. • Excellent analytical skills and can analyse data and market trends to identify business opportunities and make informed decisions. • Ability to build and maintain positive relationships with clients, demonstrate empathy and manage conflicts effectively. • Fluent in English, Hindi and at least one regional language. • Possess a sense of customer service and are a team-oriented individual. Preferred skills and qualifications : • Bachelor's degree in business, finance, marketing or related fields. • Proven experience in customer-facing roles like customer service or sales. • Relevant certifications such as Certified NISM Series VIII. • Strong interpersonal, problem-solving and negotiation skills. • Excellent communication skills, both written and verbal. • Strong organisational and planning skills. • Willingness to travel for client meetings and conferences when required. Interested candidates kindly share updated CV's on tanvi.patil@religare.com
Posted 1 month ago
1.0 - 5.0 years
3 - 6 Lacs
Hubli, Mysuru, Bengaluru
Work from Office
Multiple Open Positions Urgent Hiring Join a Leading Financial Services Company Locations: Bangalore Region | Karnataka | Mysore Region Immediate Joiners Preferred Plus Notice Period SkillActz is hiring talented professionals for a reputed financial services company across Karnataka. Whether you are a fresher or have 1-5 years of experience , this is an excellent opportunity to build your career in Banking, Stockbroking, and Investment Services. Salary Range: 3 LPA 7 LPA (Based on experience, previous CTC, role, and interview performance) Open Positions: Financial Consultant Sales Dealer Business Support Executive Branch Sales Executive Commodity Dealer Branch Manager Manager Sales Bank Relationship Officer Relationship Manager Dealer Channel Sales Manager Business Partner 1. Branch Manager Experience: 3–7 years in Financial Services Core Responsibilities: Branch P&L Ownership: Manage the profitability of the branch by achieving financial targets and cost optimization. Team Management: Supervise, mentor, and motivate sales and support staff; conduct performance reviews. Client Acquisition: Generate new business by building a strong local network and driving field activity. Cross-Selling: Promote multiple products (Mutual Funds, SIPs, Insurance, Equity, Demat) to maximize revenue. Branch Operations: Oversee smooth functioning of branch activities including audits, compliance, and customer experience. Marketing Initiatives: Plan and execute local promotional events, tie-ups, and investor meets. 2. Manager – Sales Experience: Minimum 3–5 years Core Responsibilities Sales Leadership: Lead a team or work individually to achieve high-value sales targets. Product Expertise: Strong knowledge of investment products and ability to pitch to clients. Client Management: Engage new and existing customers with tailored financial solutions. Support Team: Guide junior staff/Financial Consultants in closing leads and upskilling. Reporting: Maintain and present periodic sales reports to leadership. 3. Bank Relationship Officer Experience: 1–3 years in financial product sales Core Responsibilities: Bank Coordination: Work closely with partner bank branches to generate leads. Lead Conversion: Engage bank customers and convert them into active investors. Relationship Building: Gain trust of bank employees to boost referrals. Sales Targets: Consistently meet assigned targets via walk-ins, referrals, and upselling. 4. Executive – Business Support Experience: 0–2 years (Freshers welcome) Core Responsibilities: Documentation: Assist with form filling, KYC, and client onboarding. Customer Support: Handle queries, update clients on their application status. Data Entry: Maintain accurate digital records and reports. Sales Team Assistance: Help prepare investment proposals and marketing materials. 5. Relationship Manager – Dealer Experience: 0–3 years in stock trading Core Responsibilities Trade Execution: Manage client orders on platforms like NSE/BSE. Market Insights: Share real-time market updates and portfolio suggestions. Client Handling: Serve as a point-of-contact for investment clients, handling trading queries and issues. Sales + Dealing: Balance trade execution and up-selling investment products. 6. Financial Consultant – Sales Experience: 0–5 years Core Responsibilities: Client Prospecting: Identify new prospects via field visits, calls, and referrals. Product Sales: Sell a range of financial products – Mutual Funds, SIPs, Insurance, Equity, etc. Portfolio Management: Help clients build and track their investment plans. Client Retention: Provide regular follow-up and market updates to keep clients engaged. 7. Channel Sales Manager Experience: 2–5 years Core Responsibilities: Channel Development: Recruit and onboard new financial agents/partners. Partner Training: Educate them on products, compliance, and sales techniques. Performance Monitoring: Ensure channel partners meet monthly targets. Revenue Growth: Expand channel network to increase business volume. 8. Business Partner Experience: 5+ years in investment sales or independent advisory Core Responsibilities: Independent Business: Act as a franchise/associate of the company under your own name. Client Base: Use your network to build and serve a client portfolio. Revenue Sharing: Earn income through commissions/incentives with backend and branding support. Advisory Role: Offer Mutual Funds, Insurance, SIPs, PMS, and other investment options. How to Apply? Send your updated resume to: jackson.j@skillactz.com For inquiries, contact: Jackson J Sr. HR Executive Phone: +91 95443 16657 Email: jackson.j@skillactz.com Dont miss this opportunity to advance your career in the financial sector! Apply today! A leading Indian investment services company, Geojit has presence across India and in the Gulf Cooperation Council countries. A rich heritage of providing effective financial solutions has made us a trusted partner of over a million people. We provide a wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning. Along with traditional offerings, we have built a comprehensive portfolio of digital products and services. Our multi-channel distribution network comprising of branches, online portal, dedicated customer care and phone service caters to all the investment needs of the clients
Posted 1 month ago
2.0 - 5.0 years
9 - 13 Lacs
Mumbai
Work from Office
Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth Risk are an independent Second Line of Defence (2LoD) team part of WPB Risk. The team provides end-to-end risk oversight over the Wealth Management products and services (IWPB Wealth and GPB). This oversight is in support of the Non-Financial Risk (NFR) mandate of Country Head of WPB Risk, ASP GPB & Wealth CRO and ASP WPB CRO, and the team aims to provide active risk management throughout product and distribution lifecycle, in addition to bringing together the various second line risk Steward views on NFR product & distribution risk for INM Wealth & INM GPB. Success is measured by our capacity to ensure that risks related to designing and launching new wealth products & services have been properly identified, understood, mitigated and continue to be actively monitored. As part of the team, the Role Holder will be primarily responsible for (i) supporting the WPB Risk oversight over INM WPB Distribution of Wealth products & services as well as initiatives as part of the Asia Wealth Strategy (and other Strategic or Business Transformation initiative where agreed), and (ii) providing Risk oversight over GPB onshore business; in support of country Head of Wealth Risk, GPB & Wealth. This entails: Monitoring adherence to Group policies and governance standards across a range of business initiatives that extends over channels (face-to-face, digital), product types or business models. Managing the product governance cycle for INM Wealth products & services from a 2LOD perspective. Supporting the risk assessments of all new products & services throughout the product distribution lifecycle, in collaboration with country Wealth Management teams and in partnership with respective Risk Stewards. Representing GPB&W Risk Team at local Wealth governance meetings (typically, country Product Risk & Oversight Committee - PROC, SQRC, SQ Arbitration Committee, PBIN Risk Working Group, regional forum like ASP GPB & Wealth Risk Meeting). Ensuring WPB Product & Distribution Risks for IWPB & GPB are sufficiently mitigated via control effectiveness as accurately documented in Helios. Providing subject matter expertise in a number of product and policy areas to be determined with the ASP CRO GPB&W. Such areas may cover product categories (e. g. UTs/ Insurance/ Fixed Income products etc. ), policies (e. g. , Transaction Types and Sales Journeys FIM, Suitability and advice principles), governance. Supporting the INM Head of Wealth Risk - GPB & Wealth in local/ regional Wealth Risk initiatives. Helping determine trends and help proactively provide a forward looking view of potential risks and issues, making use of data & analytics to increase control oversight over conduct related risks Supporting the INM Product & Distribution Risk governance reporting. Providing a read-across of product and distribution risk related issues and lessons learned / the matics from 1LoD risk reports, Helios output, Ineffective and Needs Improvement 2LoD/3LoD reviews, events together with specific recommendations at country or regional level to enhance controls and mitigate risk Requirements University degree in Business, Finance or related discipline Relevant professional qualification, such as Chartered Financial Analyst, Certified Financial Planner, Financial Risk Manager or equivalent preferred Relevant working experience in the Wealth management / GPB business and / or Wealth product distribution Experience in a risk management or control function environment preferred Sound knowledge in Wealth management products essential (e. g. Mutual Funds, Bonds, PMS, Insurance, Equity Trading) Working experience in more than one banking market advantageous Strong analysis, decision-making and risk management and evaluation skills Solid communication, good negotiating, leadership and interpersonal skills Ability to work independently under tight timeline Excellent communication in English You ll achieve more at HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Posted 1 month ago
1.0 - 5.0 years
1 - 3 Lacs
Raiganj, Bardhaman, Durgapur
Work from Office
JOB DESCRIPTION JOB PROFILE : Relationship Manager Dealing JOB RESPONSIBILITIES : Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients. Execute the orders on behalf of clients by doing pre trade post trade confirmation. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To maintain a synergetic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business. Responsible to ensure all activities are in adherence as per Compliance. Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Responsible for reactivation of dormant clients. & Ensure growth in clientele by converting leads. To enhance profitability of the business by ensuring cross selling of other products of the organization like mutual funds, insurance, FD, IPO, PMS etc. Any Graduate/Post Graduate with 1-3 years of relevant work experience within the same industry type KEY RESPONSIBILITY AREAS : 1. Revenue Generation through: • Reactivation • Portfolio Management • Mutual Funds • Client Acquisition • Brokerage 2. Client Retention 3. Adherence to compliance 4. Customer Relationship Management 5. Reactivation % 6. Cross Selling Contribution 7. Accuracy & Timeliness in maintenance of MIS 8. Accuracy & Timeliness updating data on CRM software 9. Effectively mapping clients requirements and providing them requisite services. Interested candidates kindly drop your resume on mail Id: debalinasaha@smcindiaonline.com or WhatsApp: 9147159769
Posted 1 month ago
1.0 - 5.0 years
1 - 3 Lacs
Kolkata, Patna, Cooch Behar
Work from Office
JOB DESCRIPTION JOB PROFILE : Relationship Manager Dealing JOB RESPONSIBILITIES : Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients. Execute the orders on behalf of clients by doing pre trade post trade confirmation. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To maintain a synergetic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business. Responsible to ensure all activities are in adherence as per Compliance. Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Responsible for reactivation of dormant clients. & Ensure growth in clientele by converting leads. To enhance profitability of the business by ensuring cross selling of other products of the organization like mutual funds, insurance, FD, IPO, PMS etc. Any Graduate/Post Graduate with 1-3 years of relevant work experience within the same industry type KEY RESPONSIBILITY AREAS : 1. Revenue Generation through: • Reactivation • Portfolio Management • Mutual Funds • Client Acquisition • Brokerage 2. Client Retention 3. Adherence to compliance 4. Customer Relationship Management 5. Reactivation % 6. Cross Selling Contribution 7. Accuracy & Timeliness in maintenance of MIS 8. Accuracy & Timeliness updating data on CRM software 9. Effectively mapping clients requirements and providing them requisite services. Interested candidates kindly drop your resume on mail Id: debalinasaha@smcindiaonline.com or WhatsApp: 9147159769
Posted 1 month ago
0.0 - 5.0 years
3 - 5 Lacs
Nagpur, Raipur
Work from Office
Greetings from SBI SECURITIES LTD ..!!!! We have Opening of Equity Dealer in our organization Location - Nagpur & Raipur CTC Budget - As per Company standard Qualification - Graduation with NISM8 Certification Age - 39 years Experience - 1 to 5 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 updated cv jim.mathew@sbicapsec.com or contact on 9713766115 HRD
Posted 1 month ago
1.0 - 2.0 years
2 - 2 Lacs
Kolkata
Work from Office
Role & responsibilities We are seeking a skilled and experienced Dealer with in-depth knowledge and hands-on expertise in Equity Cash, F&O (Derivatives) segments of NSE & BSE, and Commodities Trading through MCX & NCDEX . The ideal candidate should be NISM certified and capable of efficiently operating trading terminals, handling client orders, and executing trades while ensuring compliance and client satisfaction. Candidate profile B. Com (Hons.) NISM Certifications Mandatory : NISM Series VII Securities Operations & Risk Management NISM Series VIII – Equity Derivatives
Posted 1 month ago
1.0 - 6.0 years
2 - 6 Lacs
Mumbai, Thane, Navi Mumbai
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager/Equity Dealer/HNI Dealer CTC- upto-6 LPA + incentive + Other benefit 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 an updated CV on apex.darshil@gmail.com if you are interested in the mentioned Job Role. you can also call on 8127854413 (whatsapp)
Posted 1 month ago
3.0 - 8.0 years
5 - 12 Lacs
Pune, Ahmedabad, 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 with indian broking company. - Excellent understanding of financial markets.
Posted 1 month ago
3.0 - 8.0 years
5 - 12 Lacs
Hyderabad, Chennai, Bengaluru
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 with indian broking company. - Excellent understanding of financial markets.
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Mumbai, Navi Mumbai, Mumbai (All Areas)
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 1 month ago
4.0 - 9.0 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 communication skills. Interested candidates can share there updated resume at devashree.lad@hdfcsec.com
Posted 1 month ago
0.0 - 2.0 years
8 - 12 Lacs
Mumbai
Work from Office
The candidate will be part of a trading team and be responsible for Generating and analysing ideas to be used in discretionary equity trading Managing trading positions Key Responsibilities Managerial Responsibilities None initially, but will be responsible for leading trading teams and grooming new traders eventually Functional Responsibilities Tracking news related to companies/economy and identifying potential trades Tracking and maintaining a database of regularly released data (company results, monthly auto sales etc) to generate trade ideas Liaising with sell-side analysts to gain in-depth knowledge of companies/sectors. Specialisation in 1-2 sectors for research and news tracking purposes Creating a trading framework with the help of a mentor using extensive backtesting (for quantitative indicators) and/or sound logical principles Full responsibility for a trading book within 6-9 months of starting Job Requirements Qualifications MBA IIM or other premier institutes OR CA with some capital markets experience Experience Relevant work experience of 0-2 years Functional Competencies Analytical skills, logical thinking Basic knowledge of derivatives, fundamental and technical analysis Behavioral Competencies Effective communication and collaborative skills Meticulous, methodical, inquisitive personality with willingness to stretch, hunger to learn and passion for markets Ability to work as a part of a team
Posted 1 month ago
1.0 - 6.0 years
2 - 7 Lacs
Pune, Ahmedabad, Surat
Work from Office
Hiring for entire Gujrat Ahmedabad, Pune, Vadodara, Aurangabad, Nagpur, Surat Contact @ 9911377334 mail @ ncrhr@outlook.com * Place order on behalf of clients * Activation & Revenue Generation * Cross selling * Terminal & Stock Broking knowledge
Posted 1 month ago
3.0 - 8.0 years
5 - 12 Lacs
Pune, Ahmedabad, 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 with indian broking company. - Excellent understanding of financial markets.
Posted 1 month ago
3.0 - 8.0 years
5 - 12 Lacs
Hyderabad, Chennai, Bengaluru
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 with indian broking company. - Excellent understanding of financial markets.
Posted 1 month ago
1.0 - 5.0 years
4 - 6 Lacs
Kolhapur, Nagpur, Ahmedabad
Work from Office
We are Hiring Equity Dealer & Demat Sales for Leading Broking Company. For Equity Dealer - NISM 8 Mandate
Posted 1 month ago
1.0 - 5.0 years
4 - 6 Lacs
Vijayawada, Visakhapatnam, Hyderabad
Work from Office
We are Hiring Equity Dealer & Demat Sales for Leading Broking Company. For Equity Dealer - NISM 8 Mandate For Demat Sales - Min 6 Months Experience in Demat or Insurance
Posted 1 month ago
1.0 - 6.0 years
1 - 3 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
Location - Mumbai Mandatory - NISM 8 & Telugu or Bengali Language Role & responsibilities Key Responsibilities 1. Equity Dealing and Order Execution: Execute equity and derivatives trades accurately on behalf of clients within regulatory guidelines. Ensure timely and error-free order placement through trading platforms. Monitor real-time market trends and provide updates to clients for informed decision-making. 2. Client Relationship Management: Build and maintain strong relationships with retail and high-net-worth (HNI) clients. Understand clients investment goals, risk appetite, and financial needs to provide personalized trading solutions. Handle client queries regarding portfolio performance, account statements, and trading strategies. 3. Advisory Support: Provide clients with insights on equity markets, investment opportunities, and trading strategies. Suggest appropriate financial products and portfolio adjustments based on market trends and client needs. Assist clients in managing risk through hedging strategies and diversification. 4. Revenue Generation: Achieve individual and branch-level revenue targets through brokerage and advisory services. Focus on upselling and cross-selling equity and allied products such as mutual funds, insurance, and other investment instruments. 5. Compliance and Risk Management: Ensure all transactions adhere to regulatory and compliance norms (SEBI, NSE/BSE, etc.). Maintain accurate records of client interactions and trade orders in line with audit requirements. Monitor client trading behavior to mitigate potential risks such as margin shortfalls or speculative trading. 6. Market Monitoring: Stay updated on market trends, economic developments, and corporate actions that may impact equities. Analyze market news and events to share actionable insights with clients. Candidate's Profile: 1+ years of experience in equity market, wealth management, etc. Strong knowledge of trading platforms (e.g., NSE NOW, ODIN, or similar).
Posted 1 month ago
2.0 - 6.0 years
7 - 9 Lacs
Kolkata
Work from Office
Kotak Securities Ltd. NOTE - Please Mentioned CRC Saloni Vishwakarma on top of your resume while coming for an interview. Location : Kolkata - Ruseell Street, Kankaria Centre, 2nd Floor, (Road Side Premises), 2/1, Ruseell Street - 700071 Please find below JD for the Broking Equity dealer profile Kotak Securities Ltd Alternate Channel - Dealer - Mumbai Department: Alternate Channel Designation: Broking Equity Dealer Grade: E1/E2- Assistant Manager / Deputy Manager Years of Exp : 1 to 4 Years Contact Person: Subhendu Paul Interview Time: 11:00 AM to 03:00 PM Interview Date: 21st June 2025 Roles: 1. Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2. Will be responsible for primarily selling Equity based investment products. 3. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4. Responsible for achieving targets as assigned by the organization on a monthly basis. 5. Provide regular updates to the immediate superior as and when required Skills & Knowledge : 1. Graduate / Post graduate with 1 4 yrs exp in direct selling of financial products from any financial services industry. 2. Should have good communication & presentation skills. 3. May have good existing client relationships in the market. 4. Should be a self-starter, proactive & target oriented. 5. Should possess strong networking & relationship building skills 6. Should be certified in NISM Series VII- Equity derivatives Prepare: About our company, Stock Market, BSE, NSE, Equity Market, Trading A/C ,DE- mat A/C For any other queries call on 7039279297. NOTE - Please Mentioned CRC Saloni Vishwakarma on top of your resume while coming for an interview.
Posted 1 month ago
1.0 - 5.0 years
2 - 5 Lacs
Kochi, Ernakulam
Work from Office
Greetings from SBI CAP SECURITIES ..!!!! We have Opening of Equity Dealer in our organization Location - Ernakulam 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 manasi.s@sbicapsec.com or contact 7736562628
Posted 1 month ago
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