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2.0 - 7.0 years
6 - 10 Lacs
Chennai
Work from Office
• 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.
Posted 2 months ago
1.0 - 6.0 years
1 - 3 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
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 perform...
Posted 2 months ago
4.0 - 9.0 years
5 - 10 Lacs
Ahmedabad
Work from Office
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,...
Posted 2 months ago
3.0 - 8.0 years
4 - 6 Lacs
Mumbai, Mumbai (All Areas)
Work from Office
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
Posted 2 months ago
2.0 - 6.0 years
7 - 9 Lacs
Kolkata
Work from Office
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 w...
Posted 2 months ago
1.0 - 5.0 years
2 - 5 Lacs
Kochi, Ernakulam
Work from Office
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
Posted 2 months ago
4.0 - 9.0 years
5 - 10 Lacs
Ahmedabad
Work from Office
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
Posted 3 months ago
4.0 - 9.0 years
5 - 10 Lacs
Ahmedabad
Work from Office
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,...
Posted 3 months ago
3.0 - 8.0 years
3 - 8 Lacs
Pimpri-Chinchwad, Pune
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 NISM 8, 5A, IRDA Min 4+ Years of experience is Mandatory Regards, Prashant Ghusale HR - HDFC Securities Ltd 9890442104
Posted 3 months ago
1.0 - 5.0 years
3 - 8 Lacs
Kolkata
Work from Office
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. Role & r...
Posted 3 months ago
2.0 - 3.0 years
1 - 3 Lacs
Raipur
Work from Office
Looking for an experienced Equity & Commodity Dealer (2-3 years) to manage high-volume trades and HNI clients. Must excel under pressure, analyze market trends, and ensure timely trade execution. NISM VIII certification is mandatory. Annual bonus Health insurance
Posted 3 months ago
1.0 - 6.0 years
3 - 7 Lacs
Gurugram
Work from Office
Role & responsibilities 1) Advisory to existing clients 2) Experience in New client acquisition, De-mat Accounts & revenue generation, 3) Experience in Brokerage Generation. 4) Building relationships with the client & educating them about Investments 5) Candidates should be from Financial Services & brokerage agent background 6) Knowledge about Equity & Stock Market 7) Cross selling of 3rd party products Preferred candidate profile 1) Ability to speak in local language and English 2) Graduate from recognized university or college 3) Strong product knowledge and understanding of capital market 4) Ideally minimum of 1 year experience in Equity broking 5) Holds latest certificate of NISM 8 6) U...
Posted 3 months ago
0.0 - 5.0 years
2 - 6 Lacs
Gandhinagar, Ahmedabad, Rajkot
Work from Office
Greetings from SBI CAP SECURITIES ..!!!! We have Opening of Equity Dealer in our organization Location - Ahmedabad, Rajkot,Gandhinagar 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
0.0 - 1.0 years
1 - 3 Lacs
Gurugram
Work from Office
Designation: Equity Advisor Call and Trade Grade: E1/E2- Assistant Manager / Deputy Manager Years of Experience : Fresher Location: GURGRAM KEY RESPONSIBILITIES AND ACCOUNTABILITIES : 1. Responsible for handling inbound & outbound calls. 2. Responsible for resolving the queries of investment products, investment options, financial market, updates in capital market. 3. Identify customers’ needs on every requirement with quick response time. 4. Handle the complaints and enquiries of customers. 5. Responsible to handle Continuous interaction with the clients to identify their requirements and provide trading/hedging solutions through existing product gamut. SKILLS & KNOWLEDGE : 1. Graduate Fres...
Posted 3 months ago
3.0 - 8.0 years
4 - 8 Lacs
Thane, Mumbai (All Areas)
Work from Office
Senior Virtual Relationship Manager/ HDFC Securities Ltd. / Thane (Waghale Estate) Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market through Virtual engagement. 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products without face to face meeting. 5. Specialized Activities: -Helping clients to punch in orders through app -Advising Clients based on Research Report. Preferred candidate profile Any Graduate NISM VA & VIII Certification Interested candidate can share their resume with preeti.soni@hdfcsec.com Regards, Preeti ...
Posted 3 months ago
1.0 - 6.0 years
2 - 7 Lacs
Pune, Ahmedabad, Vadodara
Work from Office
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 3 months ago
2.0 - 7.0 years
3 - 8 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Retail-: RM Advisor Equity Advisor Activate trading accounts for clients on Behalf and guide new entrants in understanding the equity market Cross-sell Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients Required Candidate profile Qualification: A Graduate with NISM Series VIII certification is mandatory. Experience: Minimum 2 years of at least 6 months in equity dealing Those interested can connect with Ruhi @9113961458
Posted 3 months ago
2.0 - 6.0 years
7 - 9 Lacs
Noida, Gurugram, Delhi / NCR
Work from Office
Kotak Securities Ltd. Location : Delhi Tolstoy, Unit No 501-507, 5th Floor, Tolstoy House, Tolstoy Marg, Connaught Place Department: Broking channel Designation: Branch Dealer Grade: E1 or E2 Years of Exp: 1 to 4 yrs Reporting to: M3/M4 1. 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. 2. 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. 3. To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to...
Posted 3 months ago
1.0 - 2.0 years
3 - 3 Lacs
Ahmedabad
Work from Office
Provide detailed information about stock market products and services to clients. Maintain up-to-date knowledge of stock market trends and investment product Collaborate with the market team NISM Derivative Series 8 Mandatory
Posted 3 months ago
1.0 - 6.0 years
7 - 10 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Execute client trades, offer expert investment advice, and drive AUM growth. Promote third-party products (MFs, Insurance, Bonds, etc.), acquire new clients, and maintain strong relationships through regular portfolio reviews and strategic guidance.
Posted 3 months ago
1.0 - 5.0 years
2 - 5 Lacs
Udaipur, Jodhpur
Work from Office
Hi, Hiring for SBI Capital Securities Designation: Client Activation (Quality Analyst) Location: Udaipur & Jodhpur CTC: Upto 5lpa Reportees: Individual role Role & responsibilities Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct ...
Posted 3 months ago
1.0 - 5.0 years
0 - 3 Lacs
Jalandhar, Ludhiana, Chandigarh
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 3 months ago
1.0 - 6.0 years
3 - 4 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 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 ex...
Posted 3 months ago
1.0 - 6.0 years
3 - 5 Lacs
Kochi, Mangaluru, Bengaluru
Work from Office
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. Interested candidates please whatsapp your profile @ 9790306948 Thanks S Nagalatha Human Resources - 9790306948
Posted 3 months ago
2.0 - 5.0 years
8 - 10 Lacs
Ahmedabad, Ajmer, Vadodara
Work from Office
Responsible for gathering assets for Investment Products Such as Mutual Funds,PMS,AIF, Corporate FD,Investiger,SGB, Insurance & Other Products Launched From Time to time. Would Be responsible for achieving Net Equalized Assets Collected (LS) Targets
Posted 3 months ago
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