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5.0 - 10.0 years
15 - 30 Lacs
thane, chennai, mumbai (all areas)
Work from Office
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
Posted 1 day ago
4.0 - 9.0 years
5 - 12 Lacs
hyderabad, chennai
Work from Office
Building new relationships, increasing depth in existing & new relationships Acquire & manage HNI/UHNI clients through tailored investment strategies Drive revenue generation across MF, PMS, AIF, and other asset classes info.aspiringmantra@gmail.com Required Candidate profile 4 yrs +exp with Good knowledge of equity markets, trading platforms & financial instruments. Business updates, new clients, brokerages & revenues Good communication and interpersonal skills.
Posted 2 days ago
2.0 - 7.0 years
5 - 7 Lacs
kolkata, delhi / ncr, mumbai (all areas)
Work from Office
Role & 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 engag...
Posted 2 days ago
0.0 - 3.0 years
1 - 3 Lacs
faridabad
Work from Office
Requirements: *Freshers & 1 year of experience in Equity Dealing / Stock Broking / Capital Markets. *Knowledge of trading terminals (NSE/BSE) preferred. *Strong understanding of equity markets, portfolio management & client servicing.
Posted 2 days ago
1.0 - 6.0 years
2 - 6 Lacs
ludhiana, chandigarh, delhi / ncr
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 2 days ago
4.0 - 9.0 years
8 - 18 Lacs
chennai, delhi / ncr, mumbai (all areas)
Work from Office
Hi, Greetings from SketchHR Manpower Solutions! We are excited to share some excellent career opportunities with one of our esteemed clients, a leading stock broking firm, currently looking to strengthen their Legal & Compliance team. Please find the details below: Legal & Compliance Roles - Capital Markets Location: Santacruz, Mumbai (multiple vacancies) | Chennai (2 vacancy) Open Roles: Senior Surveillance Lead (6+ years) Compliance Manager (2+ years) Surveillance Officer (3+ years) About the Company Join a reputed trading and investment firm with a strong foothold in capital markets. We are driven by innovation, growth, and client trustwhile prioritizing the highest ethical standards and ...
Posted 2 days ago
1.0 - 4.0 years
5 - 6 Lacs
mumbai
Work from Office
Engage with existing customers to understand their financial goals and provide tailored investment solutions. Maintain strong customer relationships to ensure long-term satisfaction and retention. Required Candidate profile Actively seek customers' referrals and expand the customer base through targeted outreach and networking. To Conduct Successful Investment Awareness Programs (IAP) and generate leads & close the sales
Posted 2 days ago
4.0 - 8.0 years
5 - 10 Lacs
mumbai, goregaon, mumbai (all areas)
Work from Office
This Opportunity is with leading Stock Broking firm in Mumbai. Role & responsibilities: Implementation of Circulars: Monitor new regulations, Analyse the impact of the same and promptly circulate the actions to the internal stakeholders, business owners. Provide guidance on the implementation of the new regulations and ensure that it is sufficient to meet the regulatory expectations. Engage with the regulators as and when required to obtain clarity on the regulations. Draft representations to regulators w.r.t. implementation of regulations Policies Reviews: Develop, implement, and maintain comprehensive compliance policies and procedures. Review internal governance policies, regulatory manda...
Posted 2 days ago
3.0 - 8.0 years
3 - 5 Lacs
tirupati, hyderabad
Work from Office
JOB PROFILE Department Retail Sales Designation Quality Analyst Reporting to: Quality Regional Head Reportees: Individual role Key Deliverables / Accountabilities Responsibilities Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze New Client Quality . Being a strong link between the Sales and the Dealing team to ensure client activation & mapping . Responsible to Track stop trades & formulate strategy for activation . Responsible to drive Quality Activation in the region Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and repor...
Posted 2 days ago
1.0 - 3.0 years
2 - 3 Lacs
noida, indore, thane
Work from Office
Note: Please read the Job Description and Salary details carefully before applying for the internship and we are only looking for immediate joiners (Within 7 days) Roles and Responsibilities New client acquisition for Trading and Demat accounts for Sharekhan Process Revenue generation through brokerage Monitor and review team members' performance and help the team to achieve maximum business results Maintaining client relationships Remain updated about the latest investment products and market trends To guide the client about the suitable investment/trading products as per client's profile To ensure the achievement of the Acquisition Targets of HNI clients, Retail clients Desired Candidate P...
Posted 3 days ago
1.0 - 5.0 years
2 - 5 Lacs
hyderabad, chennai
Work from Office
Acquiring quality clients for Broking & Third-Party Products through networking, data base, market Intelligence, references from existing clients and assigned leads from the organization Responsible to generate brokerage primarily through advising clients for long term investment as well as positional trading ideas 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 focus on generating new business To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business To keep abreast with the market knowledge and market intelligence in their respective...
Posted 3 days ago
1.0 - 3.0 years
3 - 5 Lacs
chandigarh, delhi / ncr, mumbai (all areas)
Hybrid
A fast-growing USA-based stock analysis and trading firm is seeking Executives and Senior Executives to join our U.S. stock/share market research and trade execution team (No product selling). Key Responsibilities: Conduct research and analysis on the U.S. stock market. Monitor live market data, identify trade opportunities, and prepare trade plans. Assist in placing and managing trades as per strategy guidelines. Prepare market summaries, reports, and trading insights. Collaborate with the team to refine strategies and improve performance. Requirements: Minimum 6 months of experience in stock/share market research, analysis, or trading. Fluent in English with communication skills. Strong an...
Posted 3 days ago
2.0 - 7.0 years
5 - 9 Lacs
bangalore rural, chennai, bengaluru
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 3 days ago
5.0 - 10.0 years
10 - 14 Lacs
mumbai
Work from Office
Compliance with SEBI regulations, stock exchange rules Internal Audits & Inspections Reporting & Filings Policy development & implementation Grievance Redressal Training & Awareness Surveillance & Monitoring Coordinate with regulators(NSE,BSE,SEBI)
Posted 3 days ago
1.0 - 6.0 years
2 - 4 Lacs
mumbai, mumbai suburban, mumbai (all areas)
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 7304501604 or share CV on jyoti.mehta@tradebulls.in
Posted 4 days ago
2.0 - 7.0 years
28 - 57 Lacs
vadodara
Work from Office
We are seeking an experienced and skilled Institutional Equity Dealer to join our team. The successful candidate will be responsible for executing trades, managing portfolios, and providing market expertise to institutional clients. Health insurance Maternity policy Annual bonus Provident fund
Posted 4 days ago
0.0 - 5.0 years
0 Lacs
kochi, kolenchery
Work from Office
demat account sales , unlisted shares and other broking products sales
Posted 4 days ago
6.0 - 11.0 years
6 - 7 Lacs
vijayawada, visakhapatnam, warangal
Work from Office
*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (No Insurance) Required Candidate profile * Min 1 Year experience in Equity dealing with Indian Broking Company only *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***
Posted 5 days ago
2.0 - 7.0 years
5 - 9 Lacs
thiruvananthapuram
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 5 days ago
0.0 - 5.0 years
1 - 3 Lacs
mumbai, navi mumbai, mumbai (all areas)
Work from Office
Hiring @ JM Financial Services (BlinkX App) Role: Digital Client Acquisition Voice Process (Demat A/c) Location: Andheri East Salary: 17K To 25K Net + Incentives up to 70K Shift: 9AM7PM | 6 Days Work | Sat Sun working Req: HSC/Grad, Good English + Hindi, Min 6 months sales Exp (BPO/Bank/Trading) Age: 20 To 30 yrs | Immediate Joiners only Key Interview Questions: What is a Demat Account, and why is it important? Can you explain what the Share Market is and how it works? What do terms like Nifty 50, Stocks, Sensex, and SEBI refer to? Provide an example of basic math calculations like 20% of 100. To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Sayali...
Posted 5 days 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 5 days ago
3.0 - 8.0 years
5 - 6 Lacs
vijayawada, visakhapatnam, warangal
Work from Office
- Managing & handling high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 1 years of experience in equity dealing with indian broking company. - Excellent understanding of financial markets.
Posted 5 days ago
7.0 - 12.0 years
7 - 12 Lacs
vijayawada, warangal
Work from Office
Responsible for Branch performance & managing the assigned area/territory/city Manage the Branch Dealing team & oversee the operational and administrative issues Revenue generation, customer acquisition & Retention Recruitment, Training & Development Required Candidate profile Should have 1 Year experience as a Branch Manager with any Indian Broking company
Posted 5 days ago
1.0 - 6.0 years
3 - 4 Lacs
kolkata, nadia, howrah
Work from Office
• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing • Handle the walk-in customerthrough tie-up Banks. Required Candidate profile • Experience : Sales experience of 1+ years • Age: Between 21 to 44 years • Need local candidate with good local network. • Fresher's Can't Apply.
Posted 6 days ago
1.0 - 6.0 years
2 - 6 Lacs
madurai, hyderabad, krishnagiri
Work from Office
Achieve sales targets by acquiring new customers and expanding business Recruit, train, and motivate agents/advisors to drive insurance sales Build and maintain strong customer relationships for long-term retention Identify new business opportunities Required Candidate profile Required Candidate profile - Any graduation required - Need at-least 1 year of sales experience - Age must be 21-38
Posted 6 days ago
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