259 Share Broking Jobs - Page 3

Role Overview We are seeking an experienced and result-oriented professional to lead our HNI Desk in Mumbai. The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients , handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the Equity, Commodity & Currency markets along with knowledge of multiple wealth management products. This is a senior leadership role with full responsibility for business development, client servicing, team management, and P&L ownership of the HNI Desk. Role & responsibilities Client Acquisition & Relationship Management Acquire new HNI/Ultra HNI clients through direct relationships, referrals, and business development initiatives. Develop, nurture, and strengthen long-term client relationships by offering customized investment solutions. Act as a trusted financial advisor , ensuring client portfolios are aligned with their goals, risk appetite, and market opportunities. Regularly review portfolios, provide market updates, and suggest rebalancing strategies to maximize ROI. Business Development & Revenue Growth Drive revenue growth through broking activities across Equity, Commodity & Currency markets . Identify and execute cross-selling opportunities in Mutual Funds, PMS, Insurance, Structured Products, Bonds, and Alternate Investments . Contribute to the overall profitability by achieving individual as well as team-based business & P&L targets . Monitor market trends, competitor activities, and new business opportunities to stay ahead in the industry. Team Leadership & Development Recruit, train, mentor, and lead a team of Relationship Managers & Advisors. Provide guidance and motivation to ensure team members achieve their acquisition, revenue, and retention targets. Conduct regular performance reviews and implement strategies for skill development & productivity enhancement. Foster a performance-driven culture while ensuring high standards of client servicing and compliance. Portfolio Advisory & Strategy Conduct detailed portfolio analysis for clients and provide tailored investment strategies. Stay updated with market research, global economic trends, and product knowledge to provide proactive advisory. Ensure risk management frameworks are followed while delivering returns-driven solutions. Support clients in achieving long-term wealth creation and financial security . Compliance & Process Adherence Ensure strict adherence to regulatory requirements, company policies, and compliance frameworks. Maintain accurate documentation of client interactions, investment recommendations, and transactions. Implement industry best practices to maintain client trust, transparency, and governance standards. Preferred candidate profile 9 15 years of experience in Broking, Wealth Management, or Financial Services . Proven expertise in acquiring and managing HNI/Ultra HNI clients with ticket sizes ranging from 25 lakhs to multi-crores. Strong leadership qualities with experience in managing teams of RMs/Advisors . Sound knowledge of Equity, Commodity & Currency markets , wealth products (MF, PMS, Insurance, Structured Products, Bonds). Strong analytical, advisory, and portfolio management skills. Excellent communication, presentation, and relationship-building abilities . Entrepreneurial mindset with the ability to drive P&L growth .

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Business Development Manager Min 7-10 only big Share Trading mandatory location-Andheri (East) Leadership role, Team handling is mandatory Required Candidate profile Leadership role, Team handling is mandatory Promote/Upsell E-Voting and other products & Services to our existing clients. Build relationships with clients by visiting them on regular basis.

Job Role- Relationship Manager Job Description- 1. New Client Acquisition 2. Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) 3. Revenue generation revenue to be generated from the all the products from sourced accounts 4. Client Meeting Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading relationships Role Requirements- Educational Qualifications: Graduate with Minimum 50% Experience: 1+ Years experience in NBFC & BFSI Age- 35 Max Job Role- Equity Advisor/ Dealer Job Description- 1. Placing orders on behalf of customers 2. Providing advisory services- AUM product penetration 3. Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) 4. New Client Acquisition & retention 5. Client Meeting Role Requirements- Educational Qualifications: Graduate with Minimum 50% Additional Certification- NISM 8 Equity derivative Experience: 1+ Years experience in NBFC & BFSI Age- 35 Max Location: Mumbai - Prabhadevi, Mulund, Borivali - RM - 60 Vacancies Mumbai - Prabhadevi, Malad -Advisor - 65 Vacancies DELHI & Noida -SM & Advisor & RM Jaipur, Indore - RM & Advisor Thanks & Regards, N Kalyani Sr.HR Consultant Contact No -9912991225 Dreams Placement Email- jobs16@dreamsplacement.com Dream's Placement: 24-25 Shreepad Nagar, Near Alok Nagar Power House, Kanadia Road, Indore, 452016.

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 & TGS Alternative Investment Funds (AIFs) Bonds, FDs, Unlisted Shares Investment Advisory Platforms (IAP) Client Relationship Management : Build strong, trust-based relationships through regular engagement, timely market updates, and high-quality service. Qualifications & Skills : Graduate in Finance or related field (MBA/CFP/NISM preferred) 2 years of experience in trading or wealth management Strong market knowledge, communication, and client advisory skills How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut: 7796426971

Responsibilities: Primarily responsible for managing the cluster and also responsible for generating revenue across all products (trading, investing, TPP) and business development, through unbiased, providing high-quality investments advisory to HNI or Retail Clients. Building the team- Motivating, mentoring and guiding the team. Creating the business plan and help the team to achieve it. To acquire and build relations with HNI, Retail and corporate customers. To provide end to end service relations to existing customers relationship on a proactive manner. To educate all segments of customers with various investments avenues available and to provide high quality advise to them on their assets allocation. To develop new customer & business relationships for the company. Service and manage existing relationships. A combination of which leads to greater revenue generation, profitability, customer goodwill and market visibility. Candidate Profile: We are hiring dynamic & resilient individuals for our Equity Advisory Team. The individual is required to provide advisory services to High Networth Individuals (HNI) and Retail clients in Equity, Derivatives, and Currency Markets. Their role includes activating clients through effective advisory and cross-selling products such as Mutual Funds, Insurance, and PMS to generate revenue. Responsibilities also involve acquiring new clients, retaining existing clients, and addressing their complaints and queries. Additionally, client profiling is an integral part

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

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

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 Platform: Demonstrate proficiency in using online trading platforms to efficiently manage and execute trades. Cross selling of various Third party financial products. Preferred candidate profile : Qualification : Minimum Graduate Experience : 0 and above (Fresher can also Apply) Certification : NISM 8 - Mandatory certification required Before joining Add Advantage if candidate can speak any South Language or Bengali or Gujarati Benefit : Fixed Salary (As per company Policy) + Incentives Walk - in Interview: Date : 25th & 26th Aug Time : 10 AM - 6:00 PM Address: Voltas House, A Block, C.S No -760, T.B Kadam Marg,Chinchpokli , Mumbai, Maharashtra 400033. (10 Min walking from Chinchpokli Station - Central line/ Cotton Green Station - Harbour line) Meet : Gladisa Dmello (HR) Document : Carry Updated Resume If Interested, Please mail resume on gladisa.dmello@sbicapsec.com

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs 2.Provide expert financial advice to clients on equity investment strategies (kannada and Telugu language) Required Candidate profile Having NISM 8 Certification is mandatory for candidates before interview Interested can contact on 7304501604 or share CV on jyoti.mehta@tradebulls.in (preferred kannada and Telugu language)

As a Unit Head, you will be responsible for managing PCG sales, sales traders,Sales Manager team and branch operations .

Role & responsibilities Acquire customers as per business plan Revenue Generation as per assigned Targets Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Conduct sales promotion activities regularly Activation of clients Seek references from customers/prospects Interested candidates can kindly share the resume to this mail id : pallavi@branch.sharekhan.com or WhatsApp to this number 8105757464

Job Responsibilities AQUISITION OF UNIQUE A/C IPV OF DOCUMENTS BROKERAGE GENERATION AS PER TARGET HAND HOLDING OF CUSTOMERS IN INITIAL PHASE HANDLE SALES PROMOTION ACTIVITIES FROM TIME TO TIME CROSS SELLING OF OTHER PRODUCTS Contributing Responsibilities HANDLE SALES PROMOTION ACTIVITY TIMELY UPDATION OF LEADS CROSS SELLING OF OTHER PRODUCTS Interested candidate kindly send CV to lovis.reji@branch.sharekhan.com

Role & responsibilities Acquire customers as per business plan Revenue Generation as per assigned Targets Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Conduct sales promotion activities regularly Activation of clients Seek references from customers/prospects Interested candidates can kindly share the resume to this mail id : pallavi@branch.sharekhan.com or WhatsApp to this number 8105757464

RM Trader required for Sharekhan Please find below JD: Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers Responsible for Handling HNI Clients. Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for collecting margins / market-to-market loss REQUIRED QUALIFICATIONS: Graduate / Postgraduate NISM Series VIII (Equity derivatives) NISM 5A(Mutual Fund) Interested Candidates can also directly connect with the Recruiter on given below contact details. Vinith Yadav- 7338112258 or vinith.yadav@branch.sharekhan.com

Role & responsibilities Opening new Demat Account process Cross Selling Third party products, SIP, Mutual Funds, Insurance, Shares. Acquire customers as per business plan Revenue Generation as per assigned Targets Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Conduct sales promotion activities regularly Activation of clients Seek references from customers/prospects Interested candidates can kindly share the resume to this mail id: vinith.yadav@branch.sharekhan.com OR WhatsApp 7338112258

RM Trader required for Sharekhan Please find below JD: Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers Responsible for Handling HNI Clients. Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for collecting margins / market-to-market loss REQUIRED QUALIFICATIONS: Graduate / Postgraduate NISM Series VIII (Equity derivatives) NISM 5A(Mutual Fund) Interested Candidates can also directly forward resume to the Recruiter on given below contact details. amit_ghosh@branch.sharekhan.com

Role & responsibilities Opening new Demat Account process Cross Selling Third party products, SIP, Mutual Funds, Insurance, Shares. Acquire customers as per business plan Revenue Generation as per assigned Targets Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Conduct sales promotion activities regularly Activation of clients Seek references from customers/prospects Interested candidates can kindly share the resume to this mail id: vinith.yadav@branch.sharekhan.com OR WhatsApp 7338112258

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 & TGS Alternative Investment Funds (AIFs) Bonds, FDs, Unlisted Shares Investment Advisory Platforms (IAP) Client Relationship Management : Build strong, trust-based relationships through regular engagement, timely market updates, and high-quality service. Qualifications & Skills : Graduate in Finance or related field (MBA/CFP/NISM preferred) 2 years of experience in trading or wealth management Strong market knowledge, communication, and client advisory skills How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut: 7796426971

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. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engagement strategies. Ensure timely collection of margins and market-to-market losses. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a solid understanding of financial products and market trends. Must not have any self-trading experience. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and achieving sales targets. Prior experience in the broking industry is essential.

Business Development Manager Min 7-10 only big Share Trading mandatory location-Andheri (East) Leadership role, Team handling is mandatory Required Candidate profile Leadership role, Team handling is mandatory Promote/Upsell E-Voting and other products & Services to our existing clients. Build relationships with clients by visiting them on regular basis.

Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and Yield management. • To maximize branch profits by achieving targeted fee income & effective cost management. • Acquiring new Large trader clients (direct) and increase the “Digital Client” Base. • To achieve the respective Branch gross revenue through offline and online platform • To plan and execute various local level initiatives to ensure business momentum and direction. • To engage in new and innovative business planning activities locally to increase client acquisition and Branch profitability. • To monitor individual and team performance and take steps to improve productivity and correct deviations if any Manage Online Transition & Dealer Productivity to ensure client profitability To transition existing & new clients to Mobile/Web/Exe platform so as to optimize dealer bandwidth. • To increase the dealer’s productivity by acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders To ensure Cross Sell of Products To ensure multi product targets are attained at the branch. • To regularly attend trainings and learn about the alternate products offered and ensure all branch employees attend training & are aware of alternate products. • To increase business through cross-selling initiatives & innovative product mixes. • To use alternate products to activate inactive customers To effectively manage day to day branch administration and operations for smooth functioning of the branch To monitor and foster all daily operations of the branch • To handle a team of Dealers/Relationship managers and Customer Service executives and motivate them in target achievements. • To ensure security of the physical assets of the branch. • To oversee and ensure adherence to the Risk compliance and statutory compliance policies. To ensure customer management & engagement To plan and execute local area programs and referrals programs • To disseminate research based advisory services to clients based on recommendations given by Inhouse Research team. • To focus on retention of customers, higher revenue generation and referral activities. • To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines. • To ensure proper implementation and usage of Lead management system (LMS) & IMS at the branch in coordination with HO team. • To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on periodic basis • To ensure speedy resolution of client queries and grievances to maximize satisfaction levels. To ensure effective risk management & policy adherence To ensure adequate compliance to KYC norms, processes & documentation for client profiling. • To ensure adherence of all regulatory compliances & critical policies set by HO. Team Building, Engagement & Development Perks and benefits Upto 12 lacs + Variables

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and Yield management. • To maximize branch profits by achieving targeted fee income & effective cost management. • Acquiring new Large trader clients (direct) and increase the “Digital Client” Base. • To achieve the respective Branch gross revenue through offline and online platform • To plan and execute various local level initiatives to ensure business momentum and direction. • To engage in new and innovative business planning activities locally to increase client acquisition and Branch profitability. • To monitor individual and team performance and take steps to improve productivity and correct deviations if any Manage Online Transition & Dealer Productivity to ensure client profitability To transition existing & new clients to Mobile/Web/Exe platform so as to optimize dealer bandwidth. • To increase the dealer’s productivity by acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders To ensure Cross Sell of Products To ensure multi product targets are attained at the branch. • To regularly attend trainings and learn about the alternate products offered and ensure all branch employees attend training & are aware of alternate products. • To increase business through cross-selling initiatives & innovative product mixes. • To use alternate products to activate inactive customers To effectively manage day to day branch administration and operations for smooth functioning of the branch To monitor and foster all daily operations of the branch • To handle a team of Dealers/Relationship managers and Customer Service executives and motivate them in target achievements. • To ensure security of the physical assets of the branch. • To oversee and ensure adherence to the Risk compliance and statutory compliance policies. To ensure customer management & engagement To plan and execute local area programs and referrals programs • To disseminate research based advisory services to clients based on recommendations given by Inhouse Research team. • To focus on retention of customers, higher revenue generation and referral activities. • To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines. • To ensure proper implementation and usage of Lead management system (LMS) & IMS at the branch in coordination with HO team. • To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on periodic basis • To ensure speedy resolution of client queries and grievances to maximize satisfaction levels. To ensure effective risk management & policy adherence To ensure adequate compliance to KYC norms, processes & documentation for client profiling. • To ensure adherence of all regulatory compliances & critical policies set by HO. Team Building, Engagement & Development Perks and benefits Upto 12 lacs + Variables

Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and Yield management. • To maximize branch profits by achieving targeted fee income & effective cost management. • Acquiring new Large trader clients (direct) and increase the “Digital Client” Base. • To achieve the respective Branch gross revenue through offline and online platform • To plan and execute various local level initiatives to ensure business momentum and direction. • To engage in new and innovative business planning activities locally to increase client acquisition and Branch profitability. • To monitor individual and team performance and take steps to improve productivity and correct deviations if any Manage Online Transition & Dealer Productivity to ensure client profitability To transition existing & new clients to Mobile/Web/Exe platform so as to optimize dealer bandwidth. • To increase the dealer’s productivity by acquiring & servicing Large Traders and building a temp funding through HNI/ Large Traders To ensure Cross Sell of Products To ensure multi product targets are attained at the branch. • To regularly attend trainings and learn about the alternate products offered and ensure all branch employees attend training & are aware of alternate products. • To increase business through cross-selling initiatives & innovative product mixes. • To use alternate products to activate inactive customers To effectively manage day to day branch administration and operations for smooth functioning of the branch To monitor and foster all daily operations of the branch • To handle a team of Dealers/Relationship managers and Customer Service executives and motivate them in target achievements. • To ensure security of the physical assets of the branch. • To oversee and ensure adherence to the Risk compliance and statutory compliance policies. To ensure customer management & engagement To plan and execute local area programs and referrals programs • To disseminate research based advisory services to clients based on recommendations given by Inhouse Research team. • To focus on retention of customers, higher revenue generation and referral activities. • To continuously scan the local market penetration & competitive offerings & report on emerging trends for different product lines. • To ensure proper implementation and usage of Lead management system (LMS) & IMS at the branch in coordination with HO team. • To ensure client records are up to date in terms of financial details & contact ability and run data analytics on them on periodic basis • To ensure speedy resolution of client queries and grievances to maximize satisfaction levels. To ensure effective risk management & policy adherence To ensure adequate compliance to KYC norms, processes & documentation for client profiling. • To ensure adherence of all regulatory compliances & critical policies set by HO. Team Building, Engagement & Development Perks and benefits Upto 12 lacs + Variables