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1.0 - 6.0 years
2 - 6 Lacs
prayagraj, kanpur, lucknow
Work from Office
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- Upto-6 LPA + Incentive + Other benefit ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients. 2) Building relationships with clients & educating them about Investments. 3) Client Acquisition as per targets and cross selling of 3rd party products. 4) Client meetings and bank branch visits as per goal sheet. SKILLS 1) NISM VIII certificate is mandatory. 2) Prior experience of working in a similar set up preferred. 3) Should be willing to work in a target driven role & should be a go better. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned ...
Posted 1 month ago
10.0 - 12.0 years
35 - 40 Lacs
mumbai
Work from Office
Exp: 10-12yrs Test Management experience across large complex projects at a financial institution Good knowledge of Test Management best practice and expertise in using Test Management Tools and Frameworks Solid understanding of the Wealth Management landscape Excellent communication skills with ability to adapt approach to different levels of seniority Experience working with technology teams to deliver complex solutions across multiple business areas, functions and locations Strong attention to detail, accuracy and timeliness of delivery Track record of managing requirements, delivery and testing in a fast paced environment Prior experience in Wealth Management is desired but not essential...
Posted 1 month ago
2.0 - 6.0 years
2 - 4 Lacs
nagpur
Work from Office
Equity dealer PRIMARY JOB RESPONSIBILITIES Key Responsibilities 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. 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. Adv...
Posted 1 month ago
2.0 - 7.0 years
5 - 9 Lacs
mumbai, mumbai suburban, mumbai (all areas)
Work from Office
Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...
Posted 1 month ago
2.0 - 7.0 years
4 - 8 Lacs
mumbai, mumbai suburban, mumbai (all areas)
Work from Office
Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...
Posted 1 month ago
2.0 - 7.0 years
3 - 7 Lacs
prayagraj, lucknow, moradabad
Work from Office
Job Role: Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy 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...
Posted 1 month ago
1.0 - 2.0 years
3 - 6 Lacs
gurugram
Work from Office
To ensure that all compliance and legal guidelines are adhered to and mitigation strategies followed in case of mishaps To manage the trading terminals and ensure confidentiality and security of the clients investments To ensure no misdeal or wrong trades is knowingly/ unknowingly executed To ensure that 100% Pre-orders are available as per SEBI mandate To ensure all trades are confirmed by end of day (on voice logger lines) as per the trade confirmation process. To ensure that only orders placed by customer (not their family members/agents) or an authorized person are executed. To ensure periodic acknowledgement of trades/ balances by customer, especially when there are losses incurred in t...
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
dharwad, chennai, bengaluru
Work from Office
Contact Anitha @ 9869504403 / qrn.anitha@gmail.com Location: Bangalore, Chennai & Hubli Equity Dealer and Sales profile. Experience : 1 to 5 yrs in broking, also keen in 3rd party sales after market hours. ctc 20k to 35k Required Candidate profile To book orders on behalf of clients Required Candidate profile Good communication Knows local language NISM -8 mandatory
Posted 1 month ago
2.0 - 7.0 years
5 - 9 Lacs
mumbai, mumbai suburban, mumbai (all areas)
Work from Office
Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...
Posted 1 month ago
4.0 - 9.0 years
16 - 31 Lacs
mumbai
Hybrid
Inviting applications for the role of Manager, Business Analyst with Wealth Management Domain! In this role, we are seeking a highly skilled Business Analyst with strong expertise in the Wealth Management domain to join our team. The ideal candidate will act as the bridge between business stakeholders and technology teams, ensuring that requirements are well captured, documented, and translated into effective solutions. This role involves working on end-to-end Target Operating Models, client onboarding processes, product lifecycle management, and compliance with entity-specific tax obligations. Responsibilities Collaborate with stakeholders across business and technology to gather, analyze, ...
Posted 2 months ago
2.0 - 7.0 years
4 - 8 Lacs
mumbai, mumbai suburban, mumbai (all areas)
Work from Office
Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...
Posted 2 months ago
2.0 - 7.0 years
4 - 8 Lacs
mumbai, mumbai suburban, mumbai (all areas)
Work from Office
Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...
Posted 2 months ago
0.0 - 5.0 years
2 - 4 Lacs
ahmedabad
Work from Office
1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs, 2. Team handling Interested can contact on 7016615213 or share CV on rahul.jani@tradebulls.in
Posted 2 months ago
0.0 - 5.0 years
2 - 4 Lacs
ahmedabad
Work from Office
1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs, 2. Team handling Interested can contact on 9913274989 or share CV on shweta.rajput@tradebulls.in
Posted 2 months ago
0.0 - 4.0 years
0 Lacs
noida, uttar pradesh
On-site
The Assistant Trade Manager position at PK Trading Co. involves supporting daily operations in online trading (NSE/MCX) through coordination, market tracking, and administrative assistance. As part of this full-time residential role, you will work from a dedicated trading studio apartment with free accommodation and meals provided. This role is suitable for individuals aspiring to establish a career in financial markets and acquire practical trading experience within a professional setting. Your responsibilities will include supporting real-time trading operations, conducting chart analysis, maintaining trading logs and communication, providing updates, assisting with market research, schedu...
Posted 2 months ago
1.0 - 6.0 years
3 - 5 Lacs
mumbai
Work from Office
Job description Designation: Equity Dealer Location : Mumbai Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Research Information And Market Outlook, Order & Trade Details, And Confirmations. 9. Identify And Develop New Streams For Equity Rev...
Posted 2 months ago
5.0 - 10.0 years
5 - 10 Lacs
ghaziabad
Work from Office
SHARE TRADING EXPOSURE MARKET EXPOSURE STRONG IN SHARE MARKET WORKINGS, RATES, CUSTOMER, MIS, REPORTING, BUYING, SELLING. ONLINE TRADING, GOOD IN TRADING OF SHARES, STOCK MARKET KNOWLEDGE
Posted 2 months ago
2.0 - 7.0 years
2 - 6 Lacs
hyderabad, coimbatore, bengaluru
Work from Office
Equity trading, sales & broking. Equity advisory services. Cross sell other financial products. Provide guidance on derivative products such as options and futures contracts. Above not limited to
Posted 2 months ago
2.0 - 7.0 years
4 - 6 Lacs
hyderabad, coimbatore, bengaluru
Work from Office
Must have prior Equity trading, sales & broking experience. Cross sell other financial products. Generate sales leads and service existing clients. Must be NISM certified.
Posted 2 months ago
2.0 - 7.0 years
5 - 9 Lacs
mumbai, mumbai suburban, mumbai (all areas)
Work from Office
Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...
Posted 2 months ago
1.0 - 3.0 years
2 - 3 Lacs
ahmedabad
Work from Office
Responsibilities: * Manage equity portfolio, provide advisory services * Execute trades, monitor market trends * Adhere to regulatory compliance standards * Meet revenue targets through effective dealing strategies NISM Derivatives Certificate Provident fund Annual bonus
Posted 2 months ago
2.0 - 7.0 years
3 - 6 Lacs
hyderabad, chennai
Work from Office
1. Execute Trades on the Trading Terminal. 2. Generating revenue by acquiring Clients from open market. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. 5. Punch in Orders (Buy/Sell) Required Candidate profile > Must be a Graduate and *NISM certified* > min 2 yrs exp in dealing > knowledge about trading software. > must have their own client base. Localite - Hyderabad / Chennai (Anna Nagar /TNagar /Guindy) Perks and benefits As per Industry norms
Posted 2 months ago
2.0 - 5.0 years
4 - 9 Lacs
bengaluru
Work from Office
Responsibilities: * Manage intra trading activities within the organization's stock portfolio * Monitor market trends and execute strategies * Collaborate with equity sales team on new opportunities
Posted 2 months ago
1.0 - 5.0 years
0 - 0 Lacs
navi mumbai, mumbai city
On-site
Dear Candidate, Greetings From "APEX SERVICES" Designation - Call & Trade ROLES & RESPONSIBILITIES: Responsible for handling inbound & outbound calls. Responsible for resolving the queries of investment products. Identify customers needs on every requirement with quick response time. Handle the complaints and inquiries of customers. Order punching on behalf of client Qualifications: Relevant experience of over 1 years NISM 8 certification is mandatory Excellent communication skills Kindly reply with an updated CV on apex.asmita@gmail.com if you are interested in the mentioned Job Role. you can also call on 7052551753
Posted 2 months ago
0.0 - 3.0 years
3 - 5 Lacs
mumbai
Work from Office
Role & responsibilities Handle incoming calls from clients and address their queries related to trading activities and financial products. Online Dealing: Execute trades online based on client instructions and market conditions. Buying & Selling of Shares: Manage the buying and selling of shares on behalf of customers, ensuring accuracy and timeliness. Confirmation & Execution of Orders: Confirm and execute orders as per client requests, ensuring compliance with regulatory standards and company policies. Promoting Financial Products: Promote and provide information about financial products and services to clients, helping them make informed investment decisions. Understanding Online Trading ...
Posted 2 months ago
 
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