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1.0 - 3.0 years
2 - 4 Lacs
mehsana, gandhinagar, vadodara
Work from Office
Role & 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 • Asset 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 trade...
Posted 2 months ago
2.0 - 5.0 years
2 - 4 Lacs
kollam, bengaluru
Work from Office
Role & 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 • Asset 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 trade...
Posted 2 months ago
2.0 - 5.0 years
2 - 4 Lacs
kollam, bengaluru
Work from Office
Role & 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 • Asset 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 trade...
Posted 2 months ago
2.0 - 5.0 years
2 - 4 Lacs
kollam, kozhikode, bengaluru
Work from Office
Role & 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 • Asset 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 trade...
Posted 2 months ago
1.0 - 6.0 years
3 - 5 Lacs
hyderabad
Work from Office
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 ...
Posted 2 months ago
2.0 - 7.0 years
4 - 7 Lacs
chennai, delhi / ncr, mumbai (all areas)
Work from Office
Retail- RM Advisor Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Roles and 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....
Posted 2 months ago
1.0 - 5.0 years
2 - 3 Lacs
kochi
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 2 months ago
1.0 - 4.0 years
2 - 5 Lacs
noida, lucknow, gurugram
Work from Office
Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Alternate Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: 1.To ensure active management of clients & achieve the target active AUM 2.To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio. 4. To achieve healthy revenues without compromising on client profitability. 5. To have clear focus on client mining. 6. To conduct regular Client Meetings & update the same in the meeting tracker. 7. To attain max...
Posted 2 months ago
5.0 - 8.0 years
3 - 4 Lacs
Kolkata
Work from Office
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 3 months ago
2.0 - 7.0 years
2 - 7 Lacs
Kolkata, Hyderabad, Bengaluru
Work from Office
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 3 months ago
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 estab...
Posted 3 months ago
1.0 - 6.0 years
3 - 6 Lacs
Kota, Jaipur, Jodhpur
Work from Office
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 3 months ago
2.0 - 7.0 years
3 - 8 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
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...
Posted 3 months ago
1.0 - 5.0 years
2 - 5 Lacs
Navi Mumbai
Work from Office
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 certificati...
Posted 3 months ago
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
Posted 3 months ago
4.0 - 9.0 years
7 - 14 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
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
Posted 3 months ago
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...
Posted 3 months ago
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...
Posted 3 months ago
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 3 months ago
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 ...
Posted 3 months ago
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 months ago
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 months ago
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...
Posted 3 months ago
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 revenue...
Posted 3 months ago
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...
Posted 3 months ago
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