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1.0 - 5.0 years

2 - 7 Lacs

Ludhiana, Chandigarh, Amritsar

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Qualification : Graduate with NISM 8 Job Description: Execute the orders on behalf of clients. 1.Ensure the volume of trade is higher & clients trade frequently. 2.Punch orders for clients on NSE/ BSE terminals. 3.Recommending and guiding the clients on investment strategies. 4.Monitor client exposure limits. 5.Solving queries of the clients regards market and investment. 6.Drive focus on generating new business/client base Interested Candidates can contact Miss MANSI YADAV Contact No. 7428 895 061 Mail I'd - mansi.y@opusglobalservices.com

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2.0 - 5.0 years

3 - 7 Lacs

Kolkata, Chennai, Delhi / NCR

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Position: Channel Manager / BDM- Partner Alliances Location: Kolkata, Mumbai, Delhi, Hyderabad and Bangalore Experience : Minimum 1-5 years in a similar role Job Summary: We are looking for a results-driven Partner Alliance Manager to drive business growth by acquiring and managing franchisees, DIGI partners, and remisier networks. The role focuses on developing strong B2B partnerships, increasing revenue through partner channels, and ensuring seamless onboarding and engagement of partners. The ideal candidate will have experience in the broking industry, with a strong understanding of equity products, mutual funds, PMS, and other investment solutions. This role requires excellent relationship management skills, strategic thinking, and a deep understanding of capital markets. Acquisition of Franchisee, DIGI partners & Remisier. Generating business from these partners. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Ensure best services to the distributors. Help distributors on joint calls. Key Skills & Requirements: Minimum 2 years in the broking industry with B2B experience preferred. Strong understanding of equity broking, mutual funds, PMS, and investment products. Ability to engage, and support partners effectively. Willingness to continuously update knowledge on capital markets and investment trends. Goal-driven, with a passion for achieving and exceeding sales targets. If interested Please share your resume with the designation name in the subject and apply to jrvconsulting.careers@gmail.com

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2.0 - 7.0 years

3 - 8 Lacs

Hyderabad, Chennai, Bengaluru

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Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Equity Advisor CTC: Upto 10 LPA Roles and Responsibilities: Execute trades on behalf of clients, aligning with their investment strategies and preferences. • Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. • Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). • Acquire new clients while maintaining and nurturing long-term relationships with existing clients. • Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. • Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a strong understanding of financial products and market trends. Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. • Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must. If interested Please share your resume with the designation name in the subject and apply to jrvconsulting.careers@gmail.com

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2.0 - 5.0 years

3 - 6 Lacs

Kolkata, Chennai, Delhi / NCR

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Role & 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 on current financial conditions. • Acquire new clients through referrals from existing customers. • Reactivate inactive clients through consistent follow-ups and engagement strategies. • Ensure timely collection of margins and market-to-market losses. Preferred candidate profile Educational Qualification: Postgraduate degree required. • Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. • Hands-on experience in broking with a solid understanding of financial products and market trends. • Must not have any self-trading experience. • Certification: NISM Series VIII certification is mandatory. • Strong expertise in client acquisition, retention strategies, and achieving sales targets. • Prior experience in the broking industry is essential.

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1.0 - 6.0 years

3 - 5 Lacs

Hyderabad

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Role & responsibilities Direct Responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, Broking revenue, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Ensure at least one client meeting per day is done. Preferred candidate profile Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series VIII (Equity derivatives) NISM – Commodity Technical analysis certification course & derivative certification course will be an added advantage

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5.0 - 10.0 years

6 - 9 Lacs

Kolkata

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Job Title Equity Dealer Salary INR 50,000 to 70,000 per month Job Description - Execute equity and derivative trades on various stock exchanges (NSE, BSE, MCX) on behalf of clients promptly and accurately. Monitor and analyze market trends and company performance to keep clients informed about potential investment opportunities and risks. Skills Required: Relevant certifications such as NISM Series-VIII Equity Derivatives or equivalent will be advantageous Microsoft excel/word skill Qualification Any Graduates

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1.0 - 6.0 years

3 - 6 Lacs

Kolkata

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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. Regards Rangan Som Human Resources Axis Securities | Macmet House |10B O.C. Ganguly Sarani |3rd Floor| Kolkata - 700 020 Mobile - 9064644373

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2.0 - 5.0 years

3 - 5 Lacs

Kochi, Thrissur, Bengaluru

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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 ( 8422917233)

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3.0 - 8.0 years

5 - 10 Lacs

Mumbai, Mumbai (All Areas)

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Trainer/Process Trainer BPO for Mutual Funds process TNA TNI TTT Refresher NHT PKT IMMEDIATE JOINER MUST NISM Certified If you have Mutual Funds exp then Call/ WhatsApp cv to Sri 8851792136 Neha 8287267407

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1.0 - 6.0 years

3 - 6 Lacs

Bhubaneswar, Kolkata

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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.

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1.0 - 6.0 years

1 - 4 Lacs

Pune, Ahmedabad, Rajkot

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Company Name :- SMC Global Securities Limited Job Role:- Relationship Manager - Dealer Location:- Ahmedabad, Rajkot & Pune Job Responsibilities:- 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 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. Qualification :- Any Graduation degree + NISM VIII Certification

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0.0 - 3.0 years

3 - 5 Lacs

Guwahati, Siliguri

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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

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0.0 - 3.0 years

3 - 5 Lacs

Guwahati, Siliguri, Shillong

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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

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1.0 - 4.0 years

4 - 4 Lacs

Siliguri, Rourkela, Sambalpur

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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

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5.0 - 10.0 years

10 - 20 Lacs

Hyderabad

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Hello, Komal here from SBES Pvt. Ltd. We are hiring for a leading Financial Services Company Please find the details below Designation :: Sr Advisor PCG Location :: Hyderabad NISM 8 Certification (Mandatory)

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1.0 - 5.0 years

1 - 3 Lacs

Raiganj, Bardhaman, Durgapur

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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

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1.0 - 5.0 years

1 - 3 Lacs

Kolkata, Patna, Cooch Behar

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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

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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

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2.0 - 7.0 years

6 - 10 Lacs

Chennai

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• Execute trades on behalf of clients, aligning with their investment strategies and preferences. • Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.

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1.0 - 6.0 years

1 - 3 Lacs

Mumbai, Mumbai Suburban, Mumbai (All Areas)

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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).

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4.0 - 9.0 years

5 - 10 Lacs

Ahmedabad

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Immediate and Urgent requirement Senior Relationship Manager Job Location - Ahmedabad / Navrangpura Office Address: SF 201, ABC-3, Opp Sardar Patel Nagar, Opp. Hotel Nest, Off C G Road, Navarangpura, Ahmedabad - 380009 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 Minimum 4+ Years of experience in Equity Dealing NISM VIII, NISM VA, IRDA Certification Salary Best in Industry. Interested candidate can share their resume at monikarathod@hdfcsec.com

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3.0 - 8.0 years

4 - 6 Lacs

Mumbai, Mumbai (All Areas)

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Trainer/Process Trainer BPO for Mutual Funds process TNA TNI TTT Refresher NHT PKT IMMEDIATE JOINER MUST NISM Certified If you have Mutual Funds exp then Call/ WhatsApp cv to Sri 8851792136 Neha 8287267407

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2.0 - 6.0 years

7 - 9 Lacs

Kolkata

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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.

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1.0 - 5.0 years

2 - 5 Lacs

Kochi, Ernakulam

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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

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4.0 - 9.0 years

5 - 10 Lacs

Ahmedabad

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Senior Relationship Manager / Branch Dealing Ahmedabad 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 NISM VA, NISM VIII, IRDA Minimum 4+ Years of experience in Equity Dealing Salary Best in Industry. Interested candidate can share their resume at neha.singh@hdfcsec.com Regards, Neha Singh HR - HDFC Securities ltd

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