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1.0 - 6.0 years

2 - 7 Lacs

Pune, Ahmedabad, Vadodara

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Urgent Opening for Equity Advisor if interested call on 9911377334 or mail at ncrhr@outlook.com Execute the orders on behalf of clients. Revenue generation/ Equity, wealth products like MF, PMS, Insurance, Bonds, NCDs Punch orders for clients

Posted 2 days ago

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1.0 - 6.0 years

3 - 4 Lacs

Mumbai, Mumbai Suburban

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JD For Equity Dealer We have opening for Equity Dealer, please find the JD for your kind perusal:- If interested please share your update resume with current CTC and notice period. JOB DESCRIPTION ORGANISATION IDBI Capital Markets and Securities Limited DESIGNATION Equity- Dealer NO. OF VACANIES 1 EXPERIENCE RANGE 1-2 year of exp CRITICAL EXPERIENCE Stock broking experience is mandatory & NCFM/NISM/AMFI Certification ESSENTIAL QUALIFICATIONS Any graduate / post-graduate CANDIDATE'S PROFILE - Advising clients with regard to their Investment in Equity, Derivative & currency Market, Place orders on their behalf. - Responsible for achieving brokerage revenues. - Increasing client base through existing client referrals. - To place orders for clients on trading terminal with very high proficiency in speed and accuracy. - Confirmations on Recorded Line. - Communicating research advices and investment ideas to customers for portfolio churning . SKILLS AND TRAITS -Excellent Communication & Presentation skills. -Must have existing client relationships in the market. -Should be a self-starter, proactive & target oriented. -Should possess strong networking & relationship building skills. Interested candidates can share your CV's on outsource18@idbicapital.com or Contact no: 9137914716

Posted 1 week ago

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1.0 - 3.0 years

2 - 4 Lacs

Ahmedabad

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Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri Ahmedabad (S G Highway, Shapath V) (NISM VIII) Mandatory Roles & Responsibilities : Managing of 3000 to 5000 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Share cv- ritu.kadam@kotak.com Contact no.- +91 2242858414

Posted 2 weeks ago

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1 - 6 years

0 - 3 Lacs

Vijayawada, Visakhapatnam, Guntur

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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 Cross selling third party products (life insurance & mutual funds)

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3 - 8 years

3 - 7 Lacs

Jalgaon

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Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, place orders on their behalf. 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 Certified Min 3+ Years of Experience in Equity Broking Interested candidate can share their resume on preeti.soni@hdfcsec.com Regards, Preeti Soni Team HR HDFC Securities Ltd

Posted 3 months ago

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1 - 4 years

1 - 4 Lacs

Ludhiana, Mumbai, Chandigarh

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Please find below JD for the Equity Dealer. If you interested kindly share updated resume on Salonidevi.vishwakarma@Kotak.com Department: Alternate Channel Designation: Equity Dealer Grade: E1/E2- Assistant Manager / Deputy Manager Years of Exp : 1 to 4 Years Job Role To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends and current affairs To attend post result con-calls, analyst meets for improved client servicing. Skills Graduate / Post graduate with 1 to 4 yrs experience. Should have good communication & presentation skills. Should be a self-starter, proactive & target oriented. Should possess strong communication skills. NISM/NCFM VIII certificate is necessary. Prepare: About our company, Stock Market, BSE, NSE, Equity Market, Trading A/C ,DE- mat A/C For any other queries call on 02242858432 also click on the below link to apply- https://kotaksecurities.darwinbox.in/ms/candidate/candidate/login?redirect=%2Fms%2Fcandidate%2Fcareers%2Fa67d01427aa043%2Fcustom_source%2Fa6638bda3a4885%2Fcustom_type%2Fa66029826c00b2___apply%3D1___private%3D1___id%3Da67d0154c46c46

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1 - 4 years

1 - 5 Lacs

Mumbai

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Job Description Derivatives Desk.: 1) Calling client and giving them introduction as VRM 2) Built relationship with client to cross sell TPP products. 3) Solving clients query to avoid further escalation. 4) Guide client to trade online and also guide for further investment online. 5) Provide on call guidance and assistance to client when required. 6) Reactivation of client, mapped to you in equity and commodities segment. 7) Reach out all the top client mapped to you on call. 8) Should focus on overall portfolio growth, client activity ratio and quality of information delivered. 9) Responsible to ensure all activities are in adherence as per Compliance & Risk. 10) Assist in increasing depth in existing relationships For any other queries call on 7378594258.

Posted 3 months ago

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1 - 5 years

1 - 5 Lacs

Mumbai

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Job Description Derivatives Desk.: 1) Calling client and giving them introduction as VRM 2) Built relationship with client to cross sell TPP products. 3) Solving clients query to avoid further escalation. 4) Guide client to trade online and also guide for further investment online. 5) Provide on call guidance and assistance to client when required. 6) Reactivation of client, mapped to you in equity and commodities segment. 7) Reach out all the top client mapped to you on call. 8) Should focus on overall portfolio growth, client activity ratio and quality of information delivered. 9) Responsible to ensure all activities are in adherence as per Compliance & Risk. 10) Assist in increasing depth in existing relationships For any other queries call on 7039279297.

Posted 3 months ago

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