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5.0 - 8.0 years

3 - 4 Lacs

Kolkata

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Efficiently execute equity & derivatives trades, provide real-time insights, advise clients on portfolio strategy, risk, and product upgrades (MFs, PMS, AIFs), ensure compliance, and build long-term relationships with tailored financial solutions.

Posted 4 days ago

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2.0 - 7.0 years

2 - 7 Lacs

Kolkata, Hyderabad, Bengaluru

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Designation: Equity Advisor • Execute trades on behalf of clients, • Management AUM and cross-sell third-party investment products,MF, PMS, SIP, AIF, Bonds, FD Shares, • Acquire new clients, advisory • Conduct client meetings, provide investment Required Candidate profile Qualification Graduation, Certification NISM Series VIII Experience 2 yrs. Broking Industry must Proven track record in managing HNI & UHNI clients, Acquisition, 9113961458 hr@2srinnovations.com

Posted 5 days ago

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4.0 - 8.0 years

0 Lacs

Kolkata

Work from Office

Role: Equity & Derivatives Dealer Entity: JRK Stock Broking Pvt Ltd Location: Kolkata, India, 700017 Work Arrangement: Full time, Work from Office Experience Required: 5 7 years About Us: JRK is a leading financial services firm offering a comprehensive range of solutions, including retail broking, wealth management, alternative investment funds, mutual funds, and portfolio management services (PMS). As a forward thinking organization, JRK places a strong emphasis on the well-being and professional growth of its employees, recognizing that their success is integral to the company's achievements. By focusing on customer satisfaction and delivering exceptional value to investors, JRK has established itself as one of India's foremost retail financial services groups. Role Brief: We are looking for an experienced Equity and Derivatives Dealer & Relationship Manager who not only executes equity and derivatives trades but also builds and maintains long-term, value-driven relationships with clients. The individual would act as both a dealer and a trusted advisor. A key responsibility will be identifying cross-selling opportunities and seamlessly transitioning clients to more sophisticated financial solutions as their needs evolve, including transferring their own set of clients to higher-value investment products. Key Responsibilities: 1. Execute equity and derivatives trades efficiently, ensuring optimal execution for clients. 2. Monitor market conditions and provide real-time trade execution. 3. Build and maintain long-term client relationships, offering tailored financial advice. 4. Regularly review client portfolios and suggest adjustments based on market conditions. 5. Identify opportunities to cross-sell additional financial products (mutual funds, PMS, AIFs, etc.). 6. Help clients diversify and upgrade their investment strategies. 7. Transition clients to more sophisticated products (e.g., PMS, AIFs) as their portfolios grow. 8. Facilitate smooth transitions and maintain strong relationships throughout the process. 9. Provide proactive investment advice and insights on equity and derivatives strategies. 10. Keep clients informed about market trends and opportunities. 11. Implement risk mitigation strategies for client portfolios, including derivatives and stop-loss orders. 12. Ensure alignment with clients’ risk tolerance and goals. 13. Ensure all trades comply with regulatory standards. 14. Maintain accurate records of trades and client communications. Skills & Qualifications: 1. Bachelor’s degree in Finance or a related field. 2. Proven experience in equity and derivatives trading, with a deep understanding of financial markets and trading platforms. 3. Strong relationship-building skills with the ability to manage, advise, and nurture client portfolios effectively. 4. Ability to cross-sell and upsell financial products, transitioning clients to more sophisticated offerings like PMS, AIFs, and structured products. 5. Strong English and Hindi communication and interpersonal skills with a client-centric mind-set. 6. In-depth knowledge of equity markets, derivatives products (futures, options), and risk management strategies. 7. Experience working with high-net-worth individuals (HNWI) and institutional clients. 8. A successful track record of transferring clients to higher-value investment solutions

Posted 5 days ago

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1.0 - 6.0 years

3 - 6 Lacs

Kota, Jaipur, Jodhpur

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Greetings from SBI CAP SECURITIES..!!!! We have Opening of Equity Dealer in our organization Location - Jaipur. Jodhpur, Kota 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 1 week ago

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2.0 - 7.0 years

3 - 8 Lacs

Thane, Navi Mumbai, Mumbai (All Areas)

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Immediate and Urgent Hiring Relationship Manager (Equity & Derivatives) Job Location: Thane Roles and Responsibilities : 1.Advise clients on investments in Equity and Derivatives markets and execute orders on their behalf. 2.Build and maintain strong client relationships while educating them about various investment opportunities. 3.Manage a pre-assigned set of existing customers and ensure high levels of client satisfaction. 4.Promote and cross-sell financial products including Mutual Funds, Insurance, SIPs, PMS, etc. Desired Candidate Profile: 1. Should be NISM VIII, NISM V A & IRDA certified . 2. Any Graduate with minimum 3 Years of Broking / Dealing experience 3. Good knowledge of Equity Market and TPP 4. Good communication (Written and Verbal). Apply now on monikarathod@hdfcsec.com if you meet the above criteria and are ready to take your career to the next level!

Posted 1 week ago

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1.0 - 5.0 years

2 - 5 Lacs

Navi Mumbai

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Job description Tech Mahindra is hiring for Telesales adviser at Airoli Location Designation: Sales Executive Roles & Responsibility: Sell mutual funds to customer & work as advisors Identify and assess customer's needs to achieve satisfaction Build sustainable relationships and trust with customer accounts through open and interactive communication. Key skills required: Excellent English communications skills Ability to listen and active problem-solving skills. Good interpersonal skills Required Candidate profile: Education & Experience: Any Graduate & Experienced candidates (minimum 6 months on paper) Salary: In hand 20.7k to In hand 44.2k (Salary is totally depending upon NISM certification) Working location: Tech Mahindra Ltd. Airoli Work from office Shift Timing: 8am - 8pm any 10hrs for Male & Female both 5 days Working & Two Rotational week off. Age: 18-35 years Note: NISM certification is mandatory. We are perticularly looking for NISM VA/ VB/ VIII/ XA/ XB HR Contact Person: HR Priyanka : 8689948557 (Call/WhatsApp)

Posted 1 week ago

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1.0 - 6.0 years

3 - 4 Lacs

Ghaziabad

Work from Office

Responsibilities: * Manage equity derivatives portfolio * Monitor market trends & risks * Execute trades on exchange platforms Annual bonus

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4.0 - 9.0 years

7 - 14 Lacs

Hyderabad, Chennai, Bengaluru

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Role: PCG Advisor New client acquisition for Broking, Investment products – PMS/MF/FD & Insurance Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets Handling clients with a book size of 25 lacs & above, & revenue genrate Required Candidate profile Qualification: Graduate, with NISM 8 EXP: Min 2 yrs With Knowledge of Equity, Derivatives, commodities, with HNI UHNI client handling & Acquisition Can contact Ruhi @ 9113961458

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1.0 - 3.0 years

3 - 6 Lacs

Pune

Work from Office

Job Title: Commodity Advisory Executive Location: Bhandarkar Road, Pune Department: Wealth Management / Investment Advisory Job Summary: We are seeking a knowledgeable and client-focused Commodity Advisor to provide expert guidance on trading and investment strategies in commodities such as gold, crude oil, agri-commodities, and base metals. The ideal candidate will analyze market trends, develop client portfolios, and offer real-time advisory services that help clients make informed decisions. Key Responsibilities: Provide daily commodity market updates, outlooks, and trading strategies to clients. Monitor and analyze global and domestic commodity markets to identify opportunities and risks. Assist clients in building and managing commodity portfolios based on risk profile and market conditions. Offer personalized trading and hedging solutions in commodities. Ensure accurate and timely execution of client transactions. Maintain strong client relationships through regular interactions, performance reviews, and tailored recommendations. Coordinate with internal teams such as research, risk, and compliance to ensure advisory services are aligned with regulatory guidelines. Maintain up-to-date knowledge of commodity regulations, SEBI guidelines, and global market movements. Key Skills & Competencies: Strong understanding of commodity markets (agri, metals, energy, Gold) Analytical and data-driven decision-making ability Client-centric approach with excellent communication and interpersonal skills Proficiency in technical and fundamental analysis Ability to work in a fast-paced, market-sensitive environment Knowledge of trading platforms and research tools

Posted 2 weeks ago

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2.0 - 5.0 years

3 - 6 Lacs

Kochi, Ernakulam

Work from Office

Job Role: 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 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, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior as and when required. Requirements: Graduate/Post Graduate with minimum 1-2 yrs exp in Equities on the client advisory side Should have sound understanding of capital markets Should be a result-oriented, self-starter & proactive Should possess strong networking & relationship building skills and good communication skills Should be certified in NISM 8, NSE Derivatives, BSE Cash & NISM Currency Derivatives Request you to share resume on pradeepkumar.muthukumar@kotak.com or 8422917233

Posted 2 weeks ago

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2.0 - 6.0 years

1 - 3 Lacs

Coimbatore

Work from Office

Responsibilities: *Manage client relationships through equity advisory & sales. *Contribute to business growth through effective relationship management. *Acquire new clients through networking & marketing efforts. *Preferred profile from broking Annual bonus Health insurance Sales incentives

Posted 2 weeks ago

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2.0 - 6.0 years

3 - 6 Lacs

Kochi

Work from Office

Kotak Securities Ltd. NOTE - Please Mentioned CRC Saloni Vishwakarma on top of your resume while coming for an interview. Location : Kotak Securities Ltd. 40/1400, 2nd Floor, Ensign Enclave, Jos Junction, M G Road, Cochin- 682011 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: Neby Nelson S Interview Time: 11:00 AM to 03:00 PM Interview Date: 12th July 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 3 weeks ago

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0.0 - 1.0 years

2 - 2 Lacs

Greater Noida

Work from Office

Role & responsibilities Trade execution on behalf of clients Providing excellent client service and client retention. To provide trading platform online-demo to the clients. To keep a check on clients margin . Trade-confirmation call. To duly adhere to exchange compliances. Preferred candidate profile Nearby Mayur Vihar Phase-1,East Delhi (Upto 7-10km) Candidate must be Graduate preferably B.Com or BBA NISM Series 8 certification is a must. Eager to learn. Fresher candidates or candidate having one year experience.

Posted 3 weeks ago

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0.0 - 1.0 years

2 - 2 Lacs

Noida

Work from Office

Role & responsibilities Trade execution on behalf of clients Providing excellent client service and client retention. To provide trading platform online-demo to the clients. To keep a check on clients margin . Trade-confirmation call. To duly adhere to exchange compliances. Preferred candidate profile Nearby Mayur Vihar Phase-1,East Delhi (Upto 7-10km) Candidate must be Graduate preferably B.Com or BBA NISM Series 8 certification is a must. Eager to learn. Fresher candidates or candidate having one year experience.

Posted 3 weeks ago

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11.0 - 20.0 years

8 - 15 Lacs

Gandhidham, Vadodara

Work from Office

Immediate and Urgent requirement Senior Relationship Manager Job Location - Vadodara / Gandhidham Primary Responsibilities: Responsible to manage the profitability of the Branch. Closely monitor revenue against cost and generate revenue through Equity/ TPP and any other new launch. Manage a team of RMs and Ensure proper segregation of customers and active clients mapped to RMs. Monitor brokerage of the branch/dealer and income from other products. Manage the clients in the locality within the said radius. Handle overall branch operation, risk and administration related activities Ensure connectivity in the branch. Coordinating with the research team for advice/review of the portfolio for top customers on regular basis. Eligibility Criteria: Experience in Team Handling. Good knowledge of Equity Market and TPP. Good communication (Written and Verbal). Should be NISM certified. Overall Experience 10+ Years. Interested candidate can share their resume at monikarathod@hdfcsec.com

Posted 3 weeks ago

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1.0 - 5.0 years

2 - 3 Lacs

Pune

Work from Office

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 - 2 EXPERIENCE RANGE - 1-2 year of exp CRITICAL EXPERIENCE Stock broking experience is mandatory & NCFM/NISM/AMFI Certification. ESSENTIAL QUALIFICATIONS Any graduate / post-graduate Commensurate with experience 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 you CV on outsource18@idbicapital.com and can contact on 9137914716 (Priti Rai).

Posted 3 weeks ago

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2.0 - 5.0 years

3 - 6 Lacs

Kochi, Ernakulam

Work from Office

Job Role: 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 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, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior as and when required. Requirements: Graduate/Post Graduate with minimum 1-2 yrs exp in Equities on the client advisory side Should have sound understanding of capital markets Should be a result-oriented, self-starter & proactive Should possess strong networking & relationship building skills and good communication skills Should be certified in NISM 8, NSE Derivatives, BSE Cash & NISM Currency Derivatives Request you to share resume on salonidevi.vishwakarma@kotak.com ( 7039279297)

Posted 3 weeks ago

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2.0 - 4.0 years

1 - 3 Lacs

Mumbai, Mumbai Suburban, Mumbai (All Areas)

Work from Office

Experience in executing equity and F&O trades Periodical exchange reconciliations MIS working Compliance management Client communication Required Candidate profile NISM VIII series mandatory Advanced Excel mandatory Monday to Saturday 9 AM to 6 PM Perks and benefits Health Insurance PF

Posted 3 weeks ago

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1.0 - 5.0 years

2 - 3 Lacs

Mumbai, Mumbai Suburban

Work from Office

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 - 2 EXPERIENCE RANGE - 1-2 year of exp CRITICAL EXPERIENCE Stock broking experience is mandatory & NCFM/NISM/AMFI Certification. ESSENTIAL QUALIFICATIONS Any graduate / post-graduate Commensurate with experience 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 you CV on outsource18@idbicapital.com and can contact on 9137914716 (Priti Rai).

Posted 3 weeks ago

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1.0 - 5.0 years

2 - 4 Lacs

Ahmedabad

Work from Office

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 - 2 EXPERIENCE RANGE - 1-2 year of exp CRITICAL EXPERIENCE Stock broking experience is mandatory & NCFM/NISM/AMFI Certification. ESSENTIAL QUALIFICATIONS Any graduate / post-graduate Commensurate with experience 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 you CV on outsource18@idbicapital.com and can contact on 9137914716 (Priti Rai).

Posted 3 weeks ago

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7.0 - 12.0 years

6 - 15 Lacs

Rajahmundry, Tirupati, Bengaluru

Work from Office

Dear Candidate, Greetings ! Role & Responsibilities : We have an urgent opening for - Area Head / Senior Branch Head and Branch Manager Location - Anywhere in South India Job Description: 1. Setting Team revenue and Targets for the Team. 2. Candidate should come along with his or her Team. 3. Checking the status of Client-Cash limits and Stock Limits. 4. Self analyzing the market as well as compiling the data received from the Research Analysis Team and updating the Customers accordingly. 5. Suggesting the Clients regarding market scenario. 6. Coordinating with the RMS to find out the Margin shortfall requirements of the Clients. 7. Assisting the Relationship managers for important Business calls or meetings. 8. Distributing leads to the Team. 9. Interacting personally with Teams Clients to help in revenue generation as well as margin collection. 10. Analyzing the reports prepared by the Team Leader regarding problems faced by the Team in product selling, in terms of lower brokerage and account opening fee and taking required approvals for it. 11. Analyzing the Branch Costing on the basis of new recruitments and modulating the new revenue targets. 12. To ensure cent percent compliance related to RMS, clients & debt.. Finding the Ledger debts for the next day and planning accordingly. Preferred candidate profile: Candidate should be Graduate + Certified NISM 8 Equity Derivatives module + At least 5-15 yrs of Experiences in team handling or branch handling role Perks and benefits : As per company norms Interested Candidate can apply / share their updated CV at anusharmahr@smcindiaonline.com or can WhatsApp at 7065219043

Posted 3 weeks ago

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3.0 - 8.0 years

5 - 12 Lacs

Gujarat, uttar pradesh, rajasthan

Work from Office

Looking for an experienced RM to handle client accounts, advice on portfolios for revenue generation, and deliver top customer service. Should be from a Broking company only.

Posted 3 weeks ago

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1.0 - 6.0 years

3 - 5 Lacs

Kolkata, Shillong, Dhanbad

Work from Office

LOOKING FOR NISM VIII CERTIFICATION FOR THE ROLE OF EQUITY DEALER Location - Kolkata, Shillong, Dhanbad CTC Budget - 3.5 lacs -5.5 lacs Experience - 1 to 10 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 4 weeks ago

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1.0 - 6.0 years

3 - 6 Lacs

Chandigarh, Lucknow, Jaipur

Work from Office

Job description Role & responsibilities Handle High Net worth Customers Activation and Revenue Generation Cross selling: Mutual Funds, PMS, NCDs, Corporate Bonds & Other Investing Products to high Net worth Customers New Client Acquisition Building of MTF Book. Preferred candidate profile NISM VIII, NISM V, Currency certification are mandatory Prior experience of working in a similar set up preferred. Should be willing to work in a target driven role & should be a go getter.

Posted 1 month ago

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1.0 - 6.0 years

3 - 5 Lacs

Kolkata

Work from Office

LOOKING FOR NISM VIII CERTIFICATION FOR THE ROLE OF EQUITY DEALER * *** NISM VIII****** Location - kolkata CTC Budget - As per Company standard Experience - 1 to 10 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

Posted 1 month ago

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