Equity Dealer and Relationship Manager Wealth Note Investments

0.0 years

0 Lacs

pune, maharashtra, india

On-site

Role Summary : Manage and grow client portfolios by offering equity and other investment products. Build relationships with HNI, UHNI, or retail clients, advise them on market opportunities, and ensure long-term wealth creation. Key Responsibilities: Acquire and manage clients for equity and investment products (stocks, mutual funds, PMS, AIFs, bonds, etc.) Advise clients on market trends, portfolio allocation, and trading ideas Coordinate with research and dealing teams to deliver timely market insights Achieve business and revenue targets through brokerage and product sales Maintain strong client relationships through regular portfolio reviews and communication Ensure full compliance with ...

Posted 2 weeks ago

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Senior Dealer ABC - Aditya Birla Money Limited

5.0 - 9.0 years

0 Lacs

kottayam, kerala

On-site

As a Senior Dealer at Aditya Birla Money Limited, your role will be to execute equity and derivatives trades, manage portfolios, provide investment advice, and ensure compliance with regulatory guidelines. Your responsibilities will include: - Executing equity and derivatives trades - Managing investment portfolios - Providing investment advice - Ensuring compliance with regulatory guidelines To excel in this role, you should possess the following qualifications: - Strong knowledge of equity and derivatives trading - Experience in managing investment portfolios - Excellent analytical and decision-making skills - SEBI certification for stock broking - Good communication and interpersonal skil...

Posted 1 month ago

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Senior Dealer ABC - Aditya Birla Money Limited

5.0 - 9.0 years

0 Lacs

kottayam, kerala

On-site

You will be working as a full-time on-site Senior Dealer for Aditya Birla Money Limited located in Kottayam. Your primary responsibilities will include executing equity and derivatives trades, managing investment portfolios, offering investment advice, and ensuring adherence to regulatory requirements. To excel in this role, you should possess a strong understanding of equity and derivatives trading, along with prior experience in managing investment portfolios. Excellent analytical and decision-making abilities are essential for making informed investment decisions. Additionally, holding SEBI certification for stock broking is a prerequisite for this position. Effective communication and in...

Posted 3 months ago

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