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139 Equity Advisor Jobs - Page 6

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2.0 - 7.0 years

4 - 9 Lacs

Mumbai, Navi Mumbai, Mumbai (All Areas)

Work from Office

Advising & execution of orders on behalf of clients on equity, derivatives and option strategies.Managing a portfolio of NRI Clients & Understanding their Financial Goals Required Candidate profile Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. Responsible for generating revenue primarily through brokerage and TPP.

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1.0 - 4.0 years

3 - 6 Lacs

Someshwar, Pune, Surat

Work from Office

Job Description of Equity Advisor Position Execute the orders on behalf of clients Promoting Organizations research calls and advisory reports with the clients. Ensuring to keep maximum active clients Regular Client meetings Serving the clients via wide range of financial products and services we have with us. Revenue Generation and client activation Required qualifications, capabilities, and skills Bachelors degree is required. Freshers can also apply Should have the Basic knowledge of Equity Market. Should have the required certifications and academics Skilled in analyzing client risk profiles and optimizing investment strategies accordingly. Excellent verbal and written communication skills for effective client interactions Highly motivated with a proactive approach to client acquisition and In-house-sales.

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2.0 - 5.0 years

25 - 30 Lacs

Someshwar, Pune, Surat

Work from Office

Develop and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance. Schedule and conduct regular client meetings to review their financial plans, investment portfolios Follow up on client meetings promptly and efficiently, ensuring all client inquiries and requests are addressed. Responsible to generate business and meet the monthly, quarterly, annual Business Criteria Ensure all client interactions and transactions comply with regulatory requirements and company policies. Required qualifications, capabilities, and skills Bachelors degree is required Minimum 2-5 years of experience in finance field Ability to analyze clients financial situations, assess risk tolerance, and provide tailored financial advice and solutions. Strong verbal and written communication skills Passion for helping clients achieve their financial goals

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3.0 - 8.0 years

4 - 6 Lacs

Lucknow, Gurugram, Jaipur

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 years experience in Equity dealing ( Terminal Handling) with any Indian Broking Company

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1.0 - 6.0 years

1 - 6 Lacs

Hyderabad, Chennai, Bengaluru

Work from Office

Dear Candidate, Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-6 LPA + incentive + other benefit JOB DESCRIPTION: Candidate will be responsible for acquiring candidates for Demat account & for equity, commodity and currency. (7-8 accounts per month) Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members. ROLES & RESPONSIBILITIES: - Advising Clients for Equity products. Able to Understand Market Reports and share Information with Clients. Generating Brokerage. Activating clients for Equity & Broking. Handling important clients and servicing them. JOB SPECIFICATIONS REQUIRED: Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skills. Graduate / Post graduate with Min 1 yrs exp in direct selling of financial products from any financial services industry. Kindly reply with an updated CV on apex.mitalihr@gmail.com if you are interested in the mentioned Job Role. You can also call on 8112416630.

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3 - 8 years

3 - 8 Lacs

Kolkata, Mumbai, Nagpur

Work from Office

- 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@yahoo.com

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3 - 8 years

5 - 10 Lacs

Vijayawada, Chennai, Coimbatore

Work from Office

Job description - 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 6 months experience in equity dealing . - Excellent understanding of financial markets. - Investment Advisory

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4 - 9 years

5 - 10 Lacs

Bhubaneswar, Kolkata, Mumbai

Work from Office

* Responsible for client profiling and sharing in house calls and other information to mapped clients * Responsible for increasing revenue from the Axis Burgundy and Private clients. Required Candidate profile * Min 1 year experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***

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1 - 6 years

2 - 7 Lacs

Chennai, Coimbatore

Work from Office

Acquire new customers and generate broking revenues as per targets . genrate revenue and follow the Deal Desk Process .Activate new clients for broking relationships and ensure seamless servicing .Cross Sell of Products Ensure adherence to surveillance and risk processes

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2 - 7 years

1 - 4 Lacs

Parbhani, Aurangabad, Amravati

Work from Office

Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Share updated Cv : divya.chawla@religare.com or call on 8169023289

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1 - 6 years

3 - 6 Lacs

Kolkata, Patna, Ranchi

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 any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience ***

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1 - 6 years

0 - 3 Lacs

Vijayawada, Visakhapatnam, Guntur

Work from Office

Job Description: Equity Advisor Communicating Intra day trading calls and investing ideas to customers. Maintaining regular relations with clients Individually operate NSE/BSE terminals Thorough knowledge of all exchange rules regulations and compliance Ability to advise the clients from time to time based on the research calls Generating brokerage and volume to the branch To trade behalf of clients, keeping them informed about rates, research information and market outlook, order and trade details and confirmations Identify new streams for revenue and maintain cordial relationship with existing clients Achieve laid down target w.r.t revenue generation, client activation, client Acquisition Cross selling third party products (life insurance & mutual funds)

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1 - 2 years

1 - 6 Lacs

Hyderabad, Chennai, Bengaluru

Work from Office

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with NRI clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, etc) 4) Graduation and nism 8 certificate is mandatory Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

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5 - 10 years

5 - 13 Lacs

Bengaluru, Bangalore Rural

Work from Office

Position: Group Leader:Equity Dealer/Advisor Key Job Responsibilities - -Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. NISM 8 Certificate is Mandatory How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Ashwini : 9822643371

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