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12.0 - 15.0 years
10 - 14 Lacs
Pune
Work from Office
Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : SAP FI CO Finance Good to have skills : NAMinimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead in SAP FICO, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your typical day will involve collaborating with various teams to ensure that application requirements are met, overseeing the development process, and providing guidance to team members. You will also engage in problem-solving activities, ensuring that solutions are effectively implemented across multiple teams, while maintaining a focus on quality and efficiency in application delivery. Roles & Responsibilities:- Preferably having Life Sciences experience working in a Pharmaceutical client.- Has experience implementing new enhancements, configurations and custom objects.- Has expertise on GL, AP/AR, Asset Accounting and CO configurations.- Asset Accounting module experience. Asset Tax depreciation calculation knowledge is preferred but not required.- Special Purpose Ledger Configuration is required- Controlling Internal Orders, Cost Center, Profit Centers, Product Costing- Account Payable configurations, payment process, payment mediums- Account Receivables configurations, Lockbox process, House banks- Accrual Engine (Manual Accrual Object Process)- Tax configurations- Substitution and Validation Rules- MM, PP and SD integration with FICO is preferred- FICO Month End and Year process experience is required- Readsoft and Taulia, GLSU [General Ledger Spreadsheet uploader] (preferred these are bolt-on applications with SAP)- Having working EDI knowledge is preferred Professional & Technical Skills: - Must Have Skills: Proficiency in SAP FI CO Finance.- Strong understanding of financial reporting and analysis.- Experience with integration of SAP modules.- Ability to troubleshoot and resolve application issues.- Familiarity with project management methodologies. Additional Information:- The candidate should have minimum 12 years of experience in SAP FI CO Finance.- This position is based at our Pune office.- A 15 year full time education is required. Qualification 15 years full time education
Posted 1 week ago
1.0 - 3.0 years
2 - 5 Lacs
Mumbai
Work from Office
Job Information Job Opening ID ZR_2027_JOB Date Opened 27/10/2023 Industry Technology Job Type Work Experience 1-3 years Job Title Dealer City Mumbai Province Maharashtra Country India Postal Code 400008 Number of Positions 4 Locations Min 6 months experience from preferred broking houses (Competitor Motilal Oswal Securities, Kotak Securities, HDFC Securities, Religare Securities, Anand Rathi, Edelweiss Broking, IIFL, Sharekhan, Angel Broking, Axis Securities) Candidate should have been in the market for min 6 months. Dealing experience is must - achieving min 4X of revenue targets in the existing Organization. Currently managing or interested in Client Acquisition (sales) check(event) ; career-website-detail-template-2 => apply(record.id,meta)" mousedown="lyte-button => check(event)" final-style="background-color:#2B39C2;border-color:#2B39C2;color:white;" final-class="lyte-button lyteBackgroundColorBtn lyteSuccess" lyte-rendered=""> I'm interested
Posted 1 week ago
2.0 - 5.0 years
3 - 6 Lacs
Kochi, Thrissur, Bengaluru
Work from Office
We are seeking a highly experienced Equity Dealer to join our team. The candidate will have a strong understanding of financial markets and a proven track record of successful trading. As an Equity Dealer, you will be responsible for executing trades Required Candidate profile Mandatory: Valid NISM-8 Certification , 2 years of experience as an Equity Dealer/Advisor is must Strong understanding of the equity market, trading strategies, and investment products.
Posted 1 week ago
2.0 - 7.0 years
2 - 6 Lacs
Surat, Vadodara
Work from Office
As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new cliental base and drive wealth business equally. Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Interested candidates can share Cv at divya.chawla@religare.com or WhatsApp on 8169023289 Job Specification : Good communication (verbal and written) skills Ability to speak in local language Graduate from recognized university or college Strong product knowledge and understanding of capital market Minimum of 1 year experience in Equity broking Holds latest certificate of NISM 8 Understanding of local market and captive client base Should have basic computer knowledge of using email, Microsoft office and etc.
Posted 2 weeks ago
5.0 - 10.0 years
1 - 6 Lacs
Kolkata
Work from Office
Role & responsibilities We are seeking an experienced Application Support Engineer to join our client location at Kolkata. The successful candidate will be responsible for providing technical support and maintenance for our trading software applications (Neat, Bolt, Odin) and desktop infrastructure. This L2 role requires strong technical expertise, problem-solving skills, and experience working in a fast-paced trading environment. Key Responsibilities: Provide L2 technical support for trading software applications (Neat, Bolt, Odin) Troubleshoot and resolve complex technical issues, collaborating with development teams and stakeholders Desktop support: troubleshoot and resolve hardware/software issues, install/configure desktop applications, and perform troubleshooting for peripheral devices Perform software updates, patches, and configuration changes Conduct testing and quality assurance for software releases Develop and maintain technical documentation Collaborate with cross-functional teams to ensure smooth system operations Identify areas for process improvement and implement changes Requirements: 5+ years of experience in application support and desktop support, preferably in trading software Strong technical expertise in: - Trading software applications (Neat, Bolt, Odin) - Desktop operating systems (Windows, macOS) - Hardware and software troubleshooting Experience with outlook and O365 Excellent problem-solving, analytical, and communication skills Ability to work in a fast-paced environment and meet deadlines Nice to Have: Knowledge of financial markets and trading operations What We Offer: Competitive salary and benefits package Opportunity to work with cutting-edge trading technologies Collaborative and dynamic work environment Professional growth and development opportunities Preferred candidate profile Early Joiners are preferred. Interested candidates share your updated resume on chandanbala.jain@teamcomputers.com
Posted 2 weeks ago
1.0 - 3.0 years
2 - 3 Lacs
Gandhinagar, Gift City
Work from Office
Hello Job seekers!!! We are hiring for Experienced Derivate Traders at Junomoneta Finsol Private limited!! If you are an Option Trader, apply now!!! No. of Position: 20 Job Location: Gif City, Gandhinagar Role: Research Analyst Experience: 1-3 Years in Equity Derivative Trading Education: Any Graduate and NISM Series 8 Certified An Ideal candidate would be: The one who has minimum 1 Years of experience in Equity Derivative trading. A person who has experience of working on Calendar Strategy. A person who has following skills like: Proficient in Excel Analytical & Numeracy Skills Research Skills Ability to Focus High on Integrity, Flexible & Adaptable Self-Motivated & Result Oriented Risk Management Skills Ability to take calculated risk & confident to perform trading activities. Pro-active decision making under pressure. If you are interested, please apply directly on abhishek.bhatt@junomoneta.in Thanks & Regards, Team Human Resource
Posted 2 weeks ago
1.0 - 5.0 years
2 - 3 Lacs
Mumbai
Work from Office
We are seeking a skilled MCX Trader to execute commodity derivative trades efficiently while managing associated risks. The ideal candidate will have strong proficiency with MCX trading platforms, excellent execution speed, and a deep understanding of risk management. Collaboration and compliance are also key aspects of this role. Key Responsibilities: Execution: Accurately place and execute orders on the MCX platform with speed and precision to capitalize on market opportunities. Risk Management: Identify, assess, and mitigate risks related to commodity derivatives trading to safeguard the firms assets. Trading Platform Proficiency: Demonstrate expert knowledge and usage of MCXs Trader Workstation (TWS), ODIN, or other relevant trading platforms to maximize trading efficiency. Collaboration: Work closely with research, strategy, and operations teams to enhance trading strategies and optimize overall trading performance. Reporting: Maintain detailed records of all trades, performance metrics, and other relevant data using Excel for analysis and internal reporting. Compliance: Ensure all trading activities adhere to regulatory requirements and internal compliance policies. Qualifications: Proven experience as a commodity trader or in a similar role on MCX or related platforms. Strong understanding of commodity derivatives and market risk management. Proficiency in trading software like TWS, ODIN, or equivalents. Advanced skills in Excel and data reporting. Excellent analytical, communication, and teamwork abilities. Knowledge of regulatory and compliance frameworks related to commodity trading.
Posted 2 weeks ago
0.0 - 5.0 years
1 - 5 Lacs
Bhubaneswar, Rourkela, Raipur
Work from Office
HR Manager Monika - 9911377334 Trading on behalf of clients. investment advice to the potential and existing clients. Reactivation of dormant clients. Execute the orders on behalf of clients by doing pre trade post trade confirmation. @ 9911377334 Required Candidate profile Generate brokerage by equity/commodity, currency advisory. Hiring for leading Broking firm for entire Bihar, Chhattisgarh, Assam, Tripura, Meghalaya, Jharkhand, Sikkim. email ncrhr@outlook.com
Posted 3 weeks ago
5.0 - 6.0 years
3 - 7 Lacs
Mumbai, Dadar
Work from Office
As an Equity Derivatives Dealer, you'll be responsible for executing and managing equity derivatives trades. Your role involves implementing trading strategies, monitoring market trends, and ensuring accurate trade execution. Compliance with regulations, effective risk management, and staying updated on market developments are crucial aspects of the role. You'll contribute to the organization's success by driving profitable trading activities while maintaining a strong focus on risk and compliance. Responsibilities: Execute the orders on behalf of clients. Confirmation of trade done by EOD. Daily processing & confirmation of trades. (Maintaining Excel Sheet) Punch orders for clients on NSE/ BSE terminals. (Experience in Odin Terminal) Monitor client exposure limits. Providing Pre Market and Post-Market confirmation. Solving queries of the customers. Responsible to ensure all activities are in adherence as per Compliance framework. Service existing clients and acquire new ones. Cross-sell additional financial products to expand client portfolios. Experience: Bachelors degree in finance, or a related field. Relevant certifications such as NISM Equity Derivatives (mandatory). 5-6 years of experience in equity derivatives dealing or trading. Strong knowledge of derivatives markets, options, futures, and risk management strategies. Proficiency in using the ODIN terminal for trade execution and monitoring. Advanced Excel skills, with the ability to use complex formulas for analysis and reporting. 1-2 years of Experience in cross-selling financial products
Posted 3 weeks ago
5.0 - 10.0 years
25 - 30 Lacs
Bengaluru
Work from Office
Role CFO (Chief Financial Officer) Reporting Manager Co Founder Work Arrangement (Onsite/Hybrid/Remote)Work from Office Location (City, Country)Bangalore, India Years of Work Experience (Approx.) 10+ years About the Company : - The Company is at the forefront of financial innovation with its cutting-edge fintech app and web platform tailored for traders. Leveraging AI and data science, the platform integrates a suite of professional-grade trading tools into a single, user-friendly interface. - This empowers both experienced traders and newcomers to make informed decisions and execute profitable trades. The team comprises seasoned leaders with a proven track record of scaling tech businesses, drawing from diverse sectors such as gaming, e-commerce, consultancy, and hyper-local services. With a foundation in rigorous research and innovation from prestigious institutions like IITs and IIMs, the Company is committed to excellence in every facet of its platform. Roles & Responsibilities Financial Strategy & Planning - Develop and execute financial strategies to drive business growth. - Oversee budgeting, forecasting, and financial planning processes. - Support strategic initiatives with financial insights and analysis. - Regulatory Compliance & Governance - Ensure compliance with SEBI, NSE, and BSE regulations. - Maintain strong relationships with regulatory bodies - Stay updated on changes in financial and brokerage regulations. - Financial Operations & Reporting - Manage day-to-day financial activities, including cash flow and liquidity management. - Oversee financial reporting and ensure accuracy in financial statements. - Implement strong internal controls and risk management frameworks. - Leadership & Team Management - Lead and mentor the finance team to ensure operational efficiency. - Foster a high-performance culture and drive financial best practices. - Collaborate with leadership to align financial goals with business strategy. - Audit & Risk Management - Implement and monitor internal controls to prevent financial risks. - Coordinate audits and ensure timely financial reporting. - Identify financial risks and develop mitigation strategies. - Stakeholder & Investor Relations - Manage relationships with investors, financial institutions, and key stakeholders. - Present financial reports and strategies to the board and executive team. Qualifications - CA (Chartered Accountant) preferred or CFA/MBA in Finance. - Prior experience in top Indian retail broking firms. - Strong understanding of SEBI, NSE, and BSE regulations and compliance requirements. - Proficiency in financial software, and data-driven decision-making. - Bangalore-based candidates preferred or individuals with a strong willingness to relocate. Apply Save Save Pro Insights
Posted 3 weeks ago
4.0 - 7.0 years
6 - 9 Lacs
Mumbai
Work from Office
Job Overview The RMS Manager will play a critical role in overseeing and managing the Risk Management System for a leading, publicly listed broking firm This individual must be highly skilled in risk analysis and mitigation, with particular expertise in using ODIN and Greek software systems The RMS Manager will ensure compliance with regulatory requirements, optimize risk protocols, and coordinate with different teams to maintain robust risk oversight across all trading activities, Key Responsibilities Risk Monitoring and Management Oversee and manage the firm's risk exposure, ensuring alignment with organizational risk tolerance, Develop and implement risk policies, controls, and reporting mechanisms to monitor trading and market exposure, Continuously monitor market movements and assess their impact on portfolio risk, especially for derivative and equity positions, ODIN and Greek Software Utilization Utilize ODIN and Greek software for managing trading and risk management activities, Ensure accurate data integration, reporting, and risk calculations within these systems, Provide expertise in system functionalities, including order management, surveillance, and risk metrics calculation, to optimize operational efficiency, Compliance and Regulatory Adherence Ensure the firm's trading and risk management activities are compliant with SEBI, NSE, BSE, and other relevant regulations, Prepare and present regular reports on risk exposures and control effectiveness to the compliance team and upper management, Coordinate with external auditors and regulatory bodies, ensuring that risk management practices meet industry standards, Cross-functional Collaboration Work closely with the trading, operations, compliance, and IT teams to identify and mitigate potential risks in trading and execution, Act as the key liaison between front and back office to ensure efficient and compliant processes, Train relevant teams on risk management tools and practices, Performance and Risk Analysis Conduct risk assessments on portfolios and client accounts, identifying potential high-risk scenarios, Analyze historical data and current trends to forecast potential market risks, Develop and implement strategies to mitigate portfolio risk, including setting limits and conducting stress tests, Qualifications Education: Bachelor's degree in Finance, Economics, Business, or a related field; Master's or professional certification (e-g , CFA, FRM) is a plus, Experience: Minimum 5 years of experience in risk management, ideally within a broking firm or financial services, Skills Proficient in ODIN and Greek software with hands-on experience in trading risk management, Strong analytical skills and a solid understanding of derivatives, equities, and other financial products, Up-to-date knowledge of regulatory requirements within the broking industry, Key Competencies Analytical Thinking: Ability to interpret complex data and assess risk implications, Attention to Detail: High level of accuracy in managing and monitoring risk controls, Communication Skills: Ability to communicate effectively with cross-functional teams and regulatory bodies,
Posted 3 weeks ago
3.0 - 8.0 years
5 - 14 Lacs
Bangalore Rural, Bengaluru
Work from Office
Role & responsibilities: * Handling the team of Advisors. * Complete the team target. * Generate Brokerage through advisory. * Cross Selling third party products. * Manage Existing Clients *Acquire New clients through the team. Preferred candidate profile: Should have NISM Certificate and Team Handling experience. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Ashwini K : 9822643371
Posted 3 weeks ago
5 - 10 years
5 - 13 Lacs
Bengaluru, Bangalore Rural
Work from Office
Position: Group Leader:Equity Dealer/Advisor Key Job Responsibilities - -Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. NISM 8 Certificate is Mandatory How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Ashwini : 9822643371
Posted 1 month ago
1 - 5 years
3 - 5 Lacs
Kolkata
Work from Office
Job Title: Equity Advisor Roles & Responsibilities: Execute orders on behalf of clients based on their investment preferences and strategies. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company. Acquire new clients while maintaining and building strong, lasting relationships with existing clients. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Ashwini : 9923656681
Posted 2 months ago
1 - 5 years
3 - 6 Lacs
Mumbai Suburbs, Navi Mumbai, Mumbai (All Areas)
Work from Office
Job Title: Equity Dealer Roles & Responsibilities: Execute orders on behalf of clients based on their investment preferences and strategies. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company. Acquire new clients while maintaining and building strong, lasting relationships with existing clients. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali :91580 43197
Posted 2 months ago
1 - 5 years
3 - 6 Lacs
Bengaluru, Bangalore Rural
Work from Office
Job Title: Equity Advisor Roles & Responsibilities: Execute orders on behalf of clients based on their investment preferences and strategies. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company. Acquire new clients while maintaining and building strong, lasting relationships with existing clients. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Yash: 9156902218
Posted 2 months ago
1 - 5 years
3 - 5 Lacs
Kolkata
Work from Office
Job Title: Equity Advisor Roles & Responsibilities: Execute orders on behalf of clients based on their investment preferences and strategies. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company. Acquire new clients while maintaining and building strong, lasting relationships with existing clients. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Ashwini : 9923656681
Posted 2 months ago
1 - 5 years
3 - 6 Lacs
Mumbai Suburbs, Navi Mumbai, Mumbai (All Areas)
Work from Office
Job Title: Equity Dealer Roles & Responsibilities: Execute orders on behalf of clients based on their investment preferences and strategies. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company. Acquire new clients while maintaining and building strong, lasting relationships with existing clients. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Dhanashri:7796426785
Posted 2 months ago
2 - 7 years
2 - 6 Lacs
Vadodara, Surat
Work from Office
As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new cliental base and drive wealth business equally. Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Interested candidates can share Cv at divya.chawla@religare.com or whstaap on 8169023289 Job Specification : Good communication (verbal and written) skills Ability to speak in local language Graduate from recognized university or college Strong product knowledge and understanding of capital market Minimum of 1 year experience in Equity broking Holds latest certificate of NISM 8 Understanding of local market and captive client base Should have basic computer knowledge of using email, Microsoft office and etc.
Posted 2 months ago
0 - 4 years
1 - 4 Lacs
Lucknow
Work from Office
stockart is looking for Dealer to join our dynamic team and embark on a rewarding career journey Transaction Management:Conduct transactions with customers, clients, or partners.Provide information about the products or services being offered.Ensure accuracy and completeness of all transactions. Product/Service Knowledge:Have in-depth knowledge about the products or services being offered.Explain features, benefits, and pricing details to customers.Address customer inquiries and concerns effectively. Customer Service:Provide excellent customer service to enhance customer satisfaction.Resolve customer complaints and issues in a timely and professional manner.Build and maintain strong customer relationships. Sales and Marketing:Actively promote products or services to potential customers.Use persuasive skills to convince customers to make purchases.Meet or exceed sales targets and goals. Financial Transactions (for finance-related dealers):Process financial transactions, such as buying and selling stocks, bonds, or currencies.Monitor market trends and provide investment advice to clients.Execute trades accurately and in a timely manner. Compliance and Regulations:Ensure compliance with industry regulations and company policies.Stay updated on relevant laws and regulations governing the industry.Follow ethical practices and maintain the integrity of the profession. Record Keeping:Maintain accurate records of transactions, customer interactions, and inventory (if applicable).Prepare reports summarizing sales activities and financial transactions. Teamwork and Collaboration:Collaborate with colleagues and other departments to enhance overall business operations.Participate in team meetings and training sessions to improve skills and knowledge. Technical Skills (for casino dealers or online trading platforms):Operate specialized equipment, such as card shufflers or trading software.Be proficient in using relevant software applications for transaction processing.
Posted 2 months ago
1 - 5 years
3 - 6 Lacs
Bengaluru, Bangalore Rural, Hyderabad
Work from Office
Job Title: Equity Advisor Roles & Responsibilities: Execute orders on behalf of clients based on their investment preferences and strategies. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company. Acquire new clients while maintaining and building strong, lasting relationships with existing clients. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Yash-9156902218
Posted 2 months ago
3 - 7 years
5 - 9 Lacs
Bengaluru
Work from Office
This job is provided by apna.co We are currently hiring for Equity Dealer (Bound Business) Position. Eligibilty atleast 1 year is mandatory 4 years. Languages Hindi&english is mandatory. Immediate joiners required. Candidate should have experience in equity dealer,stock marketing,trading and sales**. Show more Show less
Posted 2 months ago
5 - 9 years
4 - 7 Lacs
Mumbai
Work from Office
Taking responsibility for Surveillance/BOD process (Odin, Omni, XTS and Greek) Ensure Intraday position Square off(Equity/Derivative/Currency). Allocation of fund/Collateral to respective Exchange. Check & Ensure LIVE Shortage during market.
Posted 2 months ago
1 - 3 years
2 - 4 Lacs
Kolkata
Work from Office
Responsible for managing client’s portfolios by assessing their needs and advising them on their Investments, Communicating trading on calls and investing ideas to customers. To trade on behalf of clients. Cross selling third party products.
Posted 3 months ago
1 - 5 years
3 - 6 Lacs
Mumbai Suburbs, Thane, Mumbai (All Areas)
Work from Office
Job Title: Equity Advisor Roles & Responsibilities: Execute orders on behalf of clients based on their investment preferences and strategies. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company. Acquire new clients while maintaining and building strong, lasting relationships with existing clients. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Rutuja-7796426801
Posted 3 months ago
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