2313 Stock Broking Jobs - Page 28

Execution of trades for clients in equity, derivatives. Manage clients portfolio Provide regular updates to clients regarding market changes Handling Customers Query and solve it Stay updated of the market news, financial trends Ensuring compliance Required Candidate profile knowledge of equity and derivatives market. nism derivaties certification hindi and english speaking good trade execuion speed ms excel & word basic knowledge is mandatory prior experience in dealing

- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@gmail.com

Role & responsibilities- Help current clients with their stock trading needs. Find new clients who want to trade stocks. Sell our broking services to clients and generate revenue. Give simple advice about the stock market. Work with the trading team to help clients. Keep track of your clients and follow company rules. Meet new people to bring more business. Share Resume Rishu Contact No - 9518644040 Mail Id- mehta.rishu2@indiabulls.com

Execution of trades for clients in equity, derivatives. Manage clients portfolio Provide regular updates to clients regarding market changes Handling Customers Query and solve it Stay updated of the market news, financial trends Ensuring compliance

Job Title: Relationship Manager About Choice Equity Broking Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial problems and bridging gaps for individuals, institutions and governments. For past 31 years we are committed to help our clients achieve their financial aspirations and promote value creation for society. Role Overview We are seeking a proactive, client-focused Relationship Manager to manage and grow relationships with existing and new clients across Demat services, Mutual Funds, Insurance, and Loans. The RM will be the primary point of contact, providing financial guidance, onboarding new clients, validating KYC/compliance, an...

Dear Candidate, Greetings From"APEX SERVICES" Department: Brooking Channel Designation: Branch Dealer Years of Exp: 1 to 10 yrs CTC- up to- 7 lpa Roles: Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/medium term. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To maintain a synergistic relationship with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Respons...

Dear Candidates, We are looking for Regional Advisory Manager for our Franchisee Business Servicing Department/Business Partner Group . Please find below job responsibility for your reference: Drive business and support Regions Business Partners. Selling of SK Research and Advisory Products,Mutual Fund,PMS, LAS etc .. Funding/MF/ IPO Advisory support. Investment Query Resolution Regular Visits to Outlet of business partner Relationship building. HNI Client Meet & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc) Candidates with relevant experience from same industry alone will be considered for interview.

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...

Role & responsibilities : We are Hiring for Life Insurance Company Job Title - Relationship Manager - Banca Channel Ctc - 3.50 Lpa to 5 Lpa Bank - HDFC Bank Requirement Preferred candidates :Walkin Drives Age 34 Years Max Exp 1 to 3-years Exp Preferably from Insurance industry (Direct / Banca vertical ) or Banking with insurance as cross sales product. Interested candidate share your updated resume or any reference if you have on this no 8851570515 - Preferred candidate profile - Any banking & insurance and cross sales candidates will work but should be graduate.

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 6) Maintaining client relationships and generate AUM from HNI UHNI clients. 7) Advising HNI/ UHNI clients on their investments and managing their ov...

1)Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2)Update clients for orders and trade on the recorded line. 3)Maintain active clients as per the defined norms. 4)Activate dormant clients. 5)Ensure resolution of clients query. 6)Maintain records of business on internal software. 7)Liaison with branches for revenue generation and query resolution 8)Follow guidelines of Risk management and Settlement 9)Ensure compliance as per various regulator and organization guidelines. 10)Acquire quality clients through networking, database, market intelligence and references from existing clients.

1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 5) Maintaining client relationships and generate AUM from HNI UHNI clients. 6) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clie...

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 11) Acquire quality PCG clientsn with minimum investment potention Exp-Minimum 5 year working with Stock Broking Firms

1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 5) Maintaining client relationships and generate AUM from HNI UHNI clients. 6) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clie...

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...

1. Dealing mainly with investors assisting them with solutions in long term & short term equity/derivative Investments to suit their needs, preferred kannada language candidate Required Candidate profile Interested can contact on 7304501604 or share CV on jyoti.mehta@tradebulls.in

SUMMARY Job Opening: SME-OTC Reconciliation Specialist Location: Pune Experience: 4+ years We are excited to present an outstanding opportunity for a SME - OTC (Over The Counter) Reconciliation Specialist with one of our esteemed clients in Bangalore. The ideal candidate will be responsible for ensuring the accurate management of daily reconciliations of brokerage trades and brokerage calculation, with hands-on experience in the process. They will also be accountable for exception management, timely escalation of discrepancies to appropriate stakeholders, and ownership through to resolution. Additionally, the candidate will be expected to have effective communication with the Recon team for ...

Geojit Financial Services Des : Financial Consultant Ctc :4.5 lpa Essential Duties and Responsibilities: ? Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads. ? Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB's) etc. and any other products which may be launched in the future based on the needs of the customer. ? Execute cross & up-selling aimed at providing third-party products to optimize engagement with current clientele, thereby enhancing revenue ...

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 &...

Location: Hyderabad Company: Early Bootstrap Startup Product: digital broking platform and a securities & gold-backed lending platform . Role Overview We are looking for a visionary Chief Technology Officer (CTO) to lead technology strategy and execution across two product lines a digital broking platform and a securities & gold-backed lending platform . The CTO will be responsible for building secure, scalable, and compliant systems that deliver seamless trading experiences and innovative lending solutions , while ensuring compliance with SEBI and RBI guidelines. Key Responsibilities Define and execute the technology roadmap for both broking and lending businesses . Build and scale a real-t...

Responsible for New Client Acquisition of trading accounts ( Demat a/c ). And Cross Sales Responsible for Cross sell LI/ GI/ PMS/ MF/ Gold – only direct acquisitions New Client Acquisition Required Candidate profile Candidate knowledge of Share Market sales Demat a/c and Brokerage Generate Send Update Resume Jobs@xwelljobs.com , Contact Us Jitesh Mathur 9414133911

Developing project plans, schedules, and budgets. Maintain & update project documentation,reports,trackers Organize meetings, prepare agendas, and take meeting minutes. Ensure compliance with company policies and project requirements. Required Candidate profile Profile :- Project Manager Location :- Mumbai (BKC) Experience :- min 3+yrs Dolly Satra Intact Search 7977387204 dolly.intactsearch@gmail.com