2313 Stock Broking Jobs - Page 27

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.

Manage and drive customer life cycle post the card is acquired, this includes communication pertaining to setting up card pin, enable online/international transactions, credit limit, card features, TAD/MAD, customer statement, fraud awareness etc. Work in close collaboration with alliance, product, marketing, ops, legal and compliance team. Optimise customer communication to ensure effective communication with lower cost. Work in close coordination with analytics team to analyse and work on strategy for customer engagement and reduce attrition. Ensure all customer issues are resolved within TAT. Responsibilities: The portfolio manager will be the key stakeholder to drive AIF and reduce volun...

Job Description Role & responsibilities 1. Communicating trading calls and investing Ideas to customers. 2. Thorough knowledge of all exchange rules & Regulations. 3. Ability to advise the clients. 4. Cross selling of MF. Preferred candidate profile A. Good spoken and written communication B. listening skills C. Confidence and Presentation skills D. Ability to explain information clearly and simply E. Convincing skills. ************************************************************************************************************************ Interested candidate can share the CV to priyanka.r@sbicapsec.com. ****************************************************************************************...

Lares Algotech is seeking a dynamic Sales & Relationship Manager to join our Business Development team in Noida. You will be responsible for acquiring new clients, strengthening and driving revenue growth by promoting our stock broking house.

Looking for an Executive to handle Physical Share certificate process, Mutual Fund transactions & client relationship management. Location: Vadodara. Required Candidate profile Basic knowledge of shares, mutual funds, or financial products will be an added advantage. Strong communication & documentation skills. Proficiency in MS Office (Excel, Word, Email Drafting).

Greetings from Avani consulting we are hiring For the leading AMC Role & responsibilities Key Accountabilities 1. Responsible for Sales for set of IFA mapped to him. 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Broachers), mailers, group meetings with distributor RM/clients of distributors 4. Should be completely updated on the various products and markets situation and scenari...

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 &...

ConAm/Manager - Internal Audit- Governance, Risk, and Compliance Services NON FS SECTOR Role & Responsibilities Project Related Managers would be leading multiple projects at any time on process consulting/ internal audit/ risk consulting/ other solutions of GRCS They shall be having team members report to them at a project level Managers have the responsibility of project execution and shall report to a director/partner on every project. They shall be responsible for ensuring project profitability, quality as well as adherence to the agreed project plan Managers shall assist the Partner/Director in managing risks associated with the projects Managers shall be the primary ongoing project lev...

**Operations Executive****About the Company:**Tradejini Financial Services is a Bangalore-based, technology-driven discount stock broker offering trading across equities, commodities, and currencies on NSE, BSE, and MCX. Known for transparent pricing and innovative digital platforms, Tradejini serves clients across India with a focus on seamless, low-cost investing. **Key Responsibilities:* Manage fund settlements: receipts, payouts, reconciliations, income bookings.Oversee margin allocation, fund flows, and regulatory reporting.Ensure compliance with audits, inspections, and SEBI regulations.Perform operational tasks using the back-office system.Handle filings: margin, FIU, cyber security, ...

Handling incoming calls from members and their clients with politeness and empathy Handling incoming mails from members and their clients and ensuring closure within timelines. Required Candidate profile Follow up on member issues with internal stakeholders till closure Entering details of calls / mails in CRM. Preparation of daily / weekly MIS and other reports going to internal teams

Greetings from Avani consulting we are hiring For the leading AMC Role & responsibilities Key Accountabilities 1. Responsible for Sales for set of IFA mapped to him. 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Broachers), mailers, group meetings with distributor RM/clients of distributors 4. Should be completely updated on the various products and markets situation and scenari...

Job Title : RMS Executive Department: Risk Management Industry: Stock Broking Location- Makarba -Ahmedabad Responsibilities: Monitor client trades, margins, and exposure during the day. Check that trading follows SEBI, NSE, and BSE rules. Track daily risk and exposure reports. Close client positions if margin is short. Coordinate with dealers, RMs, and back office for risk alerts. Manage risk for equity, derivatives, and commodities. Prepare daily and weekly risk MIS reports. Approve client trading limits after checking funds. Report any unusual trades or risk issues to seniors. Skills: Knowledge of stock market and risk rules. Understanding of margins (SPAN, VAR, ELM, etc.). Good in MS Exce...

Responsible for gathering assets for investment products such as mutual funds, PMS, Corporate FD, Insurance Responsible for achieving New Business development targets by Inactive/activating new clients. Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines NISM VA (for Mutual Funds), NISM XXI A(for PMS),NISM XIII A(for SIF) IRDA Info.aspiringmantra@gmail.com

Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Required Candidate profile Graduate / Post graduate with knowledge of capital markets NISM Series-V(A) ,XXI (A) ,IRDA Good communication and interpersonal skills Comfortable with Direct sales info.aspiringmantra@gmail.com

Role & responsibilities : Ensure each team member contributes to achieve the overall revenue target, No individual target to team leader. Training team members, setting strategy and monitoring progress towards the goals. Take one on one session with advisors who are non-performers and make sure to enhance their performance. Ensure to achieve team targets in terms of revenue/TPP & client acquisition. Daily activation and reactivation of clients in derivatives and E- margin. Close tracking of TPP follow ups and closures. Maintain healthy relationship with top clients of the team. Coordinating with research team for advice, review of the portfolio for top customers on regular basis. Ensure comp...

Equity sales to all clients with special focus on HNI clients . Acquiring new clients & generate revenues from new clients. Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets Whats up 9318431991 Required Candidate profile Graduate / Post graduate with knowledge of capital markets NISM Series – VIII (Equity derivatives)/Commodity/Mutual Funds Chennai Location info.aspiringmantra@gmail.com Whats up 9318431991

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

Job opening For Branch Manager/Sr. Manager/Sr. RM / RM/Trainees -Equity & Commodity We're seeking a talented Branch Manager to join our team at Nirmal Bang, a leading financial services firm. In this role, you'll spearhead our equity sales efforts, driving growth and fostering client relationships. Job Description (JD): Justify your branch and team costs with the minimum required number of accounts, margins, and revenue. Must bring a minimum of 5 Relationship Managers (RMs) as part of your team. Acquire HNI clients and franchisees on a monthly basis. Advise and manage HNI client portfolios across equity and commodity products. Lead, motivate, and ensure performance of your team; ensure that ...

Role Designation:- Commodity Advisor Department:- Commodity Advising Clients for Commodities and Currency products. Punching orders on behalf of clients after their consent. Generating Brokerage. Passing on research calls and engaging clients to trade. Activating clients for Commodities. Handling important clients and servicing them. How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Avdhut : 7796426971

Role & responsibilities : Equity sales to all clients of the branch, with special focus on HNI clients. • Revenue generation from equity, commodity & equity products to meet the branch's overall equity broking targets. • Generating Net interest income through Margin trade funding (MTF) as per assigned targets • Asset gathering through Advisory products, Investiger, IPO, ETF, etc. • Acquiring new clients & generating revenues from new clients. • Responsible for activation of trading accounts of clients, assisting new entrants in the equity market to understand the dynamics of the market • Help customers execute trades online and place orders on behalf of customers. • Confirming orders and tra...

Intern - Wealth Management - Noida Location - 6 no's 1. Knowledge about Capital Market, Mutual Fund, Mergers and Acquisitions Advisory, and Financial Restructuring Advisory 2. Identify new investment trends and opportunities 3. Learning about Equity, Capital Markets & Research related 4. Work closely with Internal Departments 5. Assess the performance of Stocks, Investments & Bonds Intern Duration: 3 to 6 months Batch will start from 30th September' 2025 (Tuesday) Qualification: MBA in any discipline (Fresher only) Location: Noida Stipend: Rs. 4,000/- to 5,000.00 per month Note: * Direct Interview (No Virtual Interview) * Work from Office Only * Only Immediate Joiners shall apply Interested ...

Job description: Acquiring Large Trader Clients with high margin Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities Ensuring efficient and prompt management of orders based on customer request Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch. Day to day approvals w.r.t to limits, commercials Shifting offline customers to online. DESIRED SKILL SET: Equity Market Knowledge Experience - 6 month to 5 yrs in Broking, Mutual Funds, Loans, Health insurance, Life Insurance indus...

Role & responsibilities Execute buy/sell trades for clients in Equity & Derivatives segments. Provide real-time trading support and market insights. Maintain client relationships to increase trading volumes and revenue. Cross-sell financial products and achieve targets & compliance standards. Third Part Products- open Demat accounts. Preferred candidate profile Graduate/Postgraduate in Finance, Commerce, Business, or Economics. NISM Series VIII Equity Derivatives certification mandatory. Strong knowledge of capital markets and trading platforms. Excellent communication, analytical, and client-handling skills.

About The Role This role involves the development and application of engineering practice and knowledge in defining, configuring and deploying industrial digital technologies (including but not limited to PLM and MES) for managing continuity of information across the engineering enterprise, including design, industrialization, manufacturing and supply chain, and for managing the manufacturing data. About The Role - Grade Specific Focus on Digital Continuity and Manufacturing. Develops competency in own area of expertise. Shares expertise and provides guidance and support to others. Interprets clients needs. Completes own role independently or with minimum supervision. Identifies problems and...

Job Title: Equity Dealer|| 5Days working - On Role Direct Responsibilities: Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Gi...