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2.0 - 7.0 years
2 - 4 Lacs
hyderabad, chennai
Work from Office
As a Relationship Manager Investment Products , you will be responsible for acquiring, managing, and retaining High Net Worth (HNI) clients. This role requires a sound understanding of investment and equity products, financial planning, and relationship management. Key Responsibilities Acquire and manage High Net Worth (HNI) clients Affluent & Super Affluent segments. Achieve business targets through cross-selling and client retention. Provide customized investment advice and portfolio recommendations. Conduct regular client and partner meetings to maintain engagement. Stay updated on financial market trends and new investment opportunities. Maintain client data and activity records in CRM s...
Posted 1 day ago
1.0 - 5.0 years
2 - 4 Lacs
jalgaon
Work from Office
KEY RESPONSIBILITIES • Trading & Execution: Execute equity, commodity, and derivatives trades with accuracy and efficiency. • Handle high-volume trading, including DTC (Delivery Trading Contract), MTF (Margin Trading Facility), and MF (Mutual Fund) transactions. • Operate and monitor Algo Trading systems; ensure timely execution of automated strategies. • Client Management: Provide real-time support and information to clients regarding trades, markets, and portfolio positions. • Coordinate with Relationship Managers and Sales teams for client servicing. Guide clients on MT limits, fund requirements, and investment opportunities. • Reporting & Coordination: Generate reports on client trading ...
Posted 1 day ago
2.0 - 7.0 years
3 - 8 Lacs
surendranagar
Work from Office
JOB Opening for Senior Relationship Manager - Surendra Nagar Job Description : Execution of trade orders on behalf of clients. Building relationships with clients & educating them about Investments. Specialized Activities: Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal. Advising to client as per our research and sell any other products listed on IFSC Ready to learn new products and processes Minimum of 3 years of relevant experience in dealing (operating terminal OWS/TWS) as RM Required Criteria: 1. Graduation (preferably in finance specialization). 2. NISM 8 certification (Equity & derivatives) 3. Stock Market knowledge is mandatory. 4. Should possess good c...
Posted 1 day ago
3.0 - 8.0 years
5 - 10 Lacs
jalandhar, yamunanagar, bathinda
Work from Office
Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 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 Min 5+ Years of exp in Equity Dealing NISM 8, NISM 5 Mandatory Certifications Interested candidates can share their resumes on vaishnavi.srivastava1@hdfcsec.com
Posted 2 days ago
5.0 - 10.0 years
5 - 10 Lacs
ahmedabad
Work from Office
Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 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 Min 5+ Years of exp in Equity Dealing NISM 8, NISM 5 Mandatory Certifications
Posted 2 days ago
5.0 - 10.0 years
5 - 10 Lacs
ahmedabad, rajkot
Work from Office
Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 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 Min 5+ Years of exp in Equity Dealing NISM 8, NISM 5 Mandatory Certifications Regards, Prashant Ghusale HR- HDFC Securities Ltd 9890442104
Posted 2 days ago
0.0 - 5.0 years
1 - 2 Lacs
guwahati, agartala, bhagalpur
Work from Office
Job Title : Equity Dealer Department : Business Development - Retail Reports To : Head of Trading / Branch Manager / Senior Dealer Employment Type : Full- Time 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. Business/ Operational/ Functional/ Financial Perspective 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 relations...
Posted 1 week ago
1.0 - 5.0 years
2 - 3 Lacs
hyderabad
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 - 1-5 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 revenue...
Posted 1 week ago
1.0 - 6.0 years
2 - 6 Lacs
bhopal, lucknow, ahmedabad
Work from Office
Job Title: Equity Dealer Role Overview: Build and manage strong client relationships, act as the main point of contact, and drive revenue through excellent service, upselling, and cross-selling. Collaborate across teams to ensure client satisfaction and business growth. Key Responsibilities: Manage and grow existing client accounts. Identify client needs and provide tailored solutions. Generate revenue through portfolio advisory. Conduct market research to identify trends and opportunities. Collaborate with sales, marketing, and product teams. Ensure high compliance with company norms. Cultivate new client relationships and networks. Required Skills & Qualifications: 2+ years in customer ser...
Posted 3 weeks ago
0.0 - 5.0 years
3 - 4 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
Roles & Responsibilities: Review and audit dealer-client call recordings related to order placements. Ensure calls are clear, complete, and accurately reflect trade details. Identify discrepancies, red flags, gaps or violations and instances of non-compliance. Maintain detailed and accurate audit documentation and reports. Work closely with the compliance team to resolve identified issues. Monitor adherence to internal call recording policies and procedures. Generate regular summary reports (MIS) on dealers compliance levels. Participate in training sessions for dealers to reinforce call compliance standards. Requirements: Strong understanding of stock exchange operations and regulatory fram...
Posted 3 weeks ago
1.0 - 6.0 years
3 - 4 Lacs
hyderabad, chennai, bengaluru
Work from Office
Greetings from Avani consulting ! We are hiring for leading Broking firm 5 day week Relationship Manager- Equity business Interested candidates go through with the below job description and share resume in whatsapp /mail - WATSAPP - 6303759271 MAIL :- navya@avaniconsulting.com Role & responsibilities Minimum 1 Year experience required Equity. Job Description: Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assets gathering through, Advisory products, Investiger, IPO, ETF etc....
Posted 3 weeks ago
1.0 - 6.0 years
3 - 4 Lacs
hyderabad, chennai, bengaluru
Work from Office
Greetings from Avani consulting ! We are hiring for leading Broking firm 5 day week Relationship Manager- Equity business Interested candidates go through with the below job description and share resume in whatsapp /mail - WATSAPP - 7386568139 MAIL :- srinivas@avaniconsulting.com Role & responsibilities Minimum 1 Year experience required Equity. Job Description: Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assets gathering through, Advisory products, Investiger, IPO, ETF e...
Posted 3 weeks ago
0.0 - 5.0 years
1 - 3 Lacs
ludhiana
Work from Office
KEY RESPONSIBILITIES Trading & Execution: Execute equity, commodity, and derivatives trades with accuracy and efficiency. Handle high-volume trading, including DTC (Delivery Trading Contract), MTF (Margin Trading Facility), and MF (Mutual Fund) transactions. Operate and monitor Algo Trading systems; ensure timely execution of automated strategies. Client Management: Provide real-time support and information to clients regarding trades, markets, and portfolio positions. Coordinate with Relationship Managers and Sales teams for client servicing. Guide clients on MTF limits, fund requirements, and investment opportunities. Reporting & Coordination: Generate reports on client trading behavior, v...
Posted 3 weeks ago
5.0 - 10.0 years
8 - 15 Lacs
kolkata
Work from Office
Will be advising PCG client on Equity investments Maintaining the portfolio of equity Developing rapport with Clients. Meeting brokerage targets. If interested pls connect 8910750091, 9874220400 Required Candidate profile Graduate with NISM VIII Prior exprience of handling PCG Clients with large AUM Prior exp both cash and derivative market. Good communication and presentation skills.
Posted 1 month ago
2.0 - 7.0 years
3 - 5 Lacs
bhubaneswar, kolkata, patna
Work from Office
Will be executing equity orders of Bank Channel clients. Help them to trade in both cash and derivative market. Meeting brokerage targets. If interested pls connect 8910750091 Required Candidate profile Graduate with NISM VIII certified Must have exp. in equity dealing of Banka channel in both cash and F&O. Good communication and presentation skills.
Posted 1 month ago
1.0 - 6.0 years
1 - 3 Lacs
mathura
Work from Office
-Conduct market research and analysis to identify emerging trends, investment opportunities, and client preferences within the stock market. -Stay informed of regulatory requirements, industry best practices, and emerging trends in stock market product development. -Provide training and support to internal teams and clients on new products and solutions. -Analyze competitor offerings and market dynamics to develop strategies for enhancing our product offerings. -Collaborate with partners to align product roadmaps, share insights, and jointly plan for product success. -Identify bottlenecks and areas of improvement within existing broking products, and work closely with cross-functional teams ...
Posted 1 month ago
1.0 - 5.0 years
2 - 3 Lacs
kolkata
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 - 1-5 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 revenue...
Posted 1 month ago
2.0 - 7.0 years
6 - 12 Lacs
new delhi, ahmedabad, bengaluru
Work from Office
Markets Group Investment Expert Job Description Job Title: Markets Group Investment Expert. Department: Markets Group. Market Experience: 3-8 years of relevant experience. Reports To: Area Head / Regional Head Markets Group. Location: Mumbai, Delhi, Kolkata and Bangalore. Job Summary We are seeking a knowledgeable and client-focused Equity Market Advisor to provide expert guidance on equity markets, design tailored investment strategies and help clients achieve their financial goals. The ideal candidate will have deep market insight, strong analytical skills, and a passion for delivering exceptional equity advisory services to high-net-worth individuals, family offices, and institutional cli...
Posted 1 month ago
2.0 - 5.0 years
3 - 6 Lacs
kannur
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...
Posted 1 month ago
1.0 - 6.0 years
3 - 3 Lacs
guntur, ahmedabad, chennai
Work from Office
www.swastika.co.in Role & responsibilities Trading & Execution Execute Equity, Derivatives, Commodity, and Currency trades with speed and accuracy. Handle DTC, MTF, and Mutual Fund transactions; monitor Algo Trading systems. Ensure error-free order placement and confirmations on recorded lines. Client Servicing & Relationship Management Provide real-time trade updates and support on positions, funds, and limits. Share research ideas and guide clients on investment opportunities. Coordinate with RMs and Sales for client service and cross-sell. Reporting & Compliance Prepare reports on client trading, exposure, and volume. Follow compliance and risk guidelines; support backend coordination. Ad...
Posted 1 month ago
1.0 - 6.0 years
3 - 6 Lacs
kolkata, jaipur, delhi / ncr
Work from Office
Department: Alternate Channel Designation: Equity Dealer Grade: E1/E2- AM/ DM Years of Exp: 1 to 4 yrs Location: Mumbai 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...
Posted 1 month ago
1.0 - 6.0 years
1 - 6 Lacs
mangaluru, bengaluru, belgaum
Work from Office
Job Description: Roles and Responsibilities 1. Communicating trading calls and investing Ideas to customers. 2. Thorough knowledge of all exchange rules, regulations and compliances. 3. Ability to advise the clients from time to time based on the research calls. 4. Generating brokerage and volume. 5. To Trade on behalf of clients, keeping them informed about rates, research information and market outlook, order & trade details and confirmations. 6. Identify new streams for revenue and maintain cordial relationship with existing clients. 7. Developing relationship with Clients and generating leads through references. 8. Achieve laid down target W.r.t Revenue Generation and Client Activation. ...
Posted 1 month ago
2.0 - 4.0 years
4 - 6 Lacs
panipat
Work from Office
Job Title: Stock Trader Location: Panipat, Samalkha, Karnal, Sonipat Salary: 4 LPA+ Performance-based Incentives Experience Required: 2+ years Qualification: NISM Certification (Mandatory) Job Type: Full-Time About Savvi Capital: Savvi Capital is a fast-growing proprietary trading and fintech platform focused on equity, derivatives, and commodities trading. We empower traders with capital, tools, and strategies to maximize profits while developing their trading careers. Job Description: We are looking for an experienced Stock Trader with strong skills in equity, futures & options (F&O), and commodity markets. The candidate will be responsible for executing trades, analyzing market trends, ma...
Posted 1 month ago
2.0 - 4.0 years
4 - 6 Lacs
panipat
Work from Office
Job Title: Stock Trader Location: Panipat, Samalkha, Karnal, Sonipat Salary: 4 LPA+ Performance-based Incentives Experience Required: 2+ years Qualification: NISM Certification (Mandatory) Job Type: Full-Time About Savvi Capital: Savvi Capital is a fast-growing proprietary trading and fintech platform focused on equity, derivatives, and commodities trading. We empower traders with capital, tools, and strategies to maximize profits while developing their trading careers. Job Description: We are looking for an experienced Stock Trader with strong skills in equity, futures & options (F&O), and commodity markets. The candidate will be responsible for executing trades, analyzing market trends, ma...
Posted 1 month ago
2.0 - 4.0 years
4 - 6 Lacs
panipat
Work from Office
Job Title: Stock Trader Location: Panipat, Samalkha, Karnal, Sonipat Salary: 4 LPA+ Performance-based Incentives Experience Required: 2+ years Qualification: NISM Certification (Mandatory) Job Type: Full-Time About Savvi Capital: Savvi Capital is a fast-growing proprietary trading and fintech platform focused on equity, derivatives, and commodities trading. We empower traders with capital, tools, and strategies to maximize profits while developing their trading careers. Job Description: We are looking for an experienced Stock Trader with strong skills in equity, futures & options (F&O), and commodity markets. The candidate will be responsible for executing trades, analyzing market trends, ma...
Posted 1 month ago
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