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1.0 - 6.0 years
1 - 5 Lacs
New Delhi, Kanpur, Jaipur
Work from Office
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer/HNI Dealer CTC- upto-5 LPA + incentive + other benefit Branch Dealing 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. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.shachil@gmail.com if you are interested for the mentioned Job Role. you can call also on 8176899035
Posted 2 hours ago
1.0 - 6.0 years
2 - 3 Lacs
Varanasi
Work from Office
Responsibilities: * Generate brokerage through cross-selling & third party products. * Contribute to revenue growth through new client acquisition & mutual fund sales. * Manage demat services & equity broking activities. Annual bonus Provident fund
Posted 2 hours ago
1.0 - 6.0 years
2 - 4 Lacs
Mumbai, Navi Mumbai, 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. Punching the orders on the behalf of clients in offline trading mode proficiency & accuracy in all segments 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.
Posted 4 hours ago
4.0 - 9.0 years
3 - 8 Lacs
Ahmedabad, Surat, Gujarat
Work from Office
Relationship Manager/Senior Relationship Manager - PBG & NRI (Emerald Desk - HNI & UHNI) Experience required : 4 Years + Job Description : 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 (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills. Interested candidates please share updated resume at devashree.lad@hdfcsec.com
Posted 5 hours ago
5.0 - 10.0 years
7 - 11 Lacs
Bengaluru
Work from Office
Note: Only Apply if you have broking industry experience Accountabilities To acquire and build relations with High Net worth, Retail and corporate customers for the company through To lead a sales team & achieving revenue and acquisition targets To provide end-to-end service solutions to existing customer relationships on a pro-active manner Responsible to manage sales and expansion of Equity, Distribution business & broking activities To educate all segments of customers with various investment avenues available and to provide high quality advise to them on their assets allocation. To gauge the customers risk appetite, time horizon and provide him advisory services in line with customers Understanding the sensitivity involved in various business classes and providing them services within a prescribed turn around time (TAT). Conceptualise & implement sales promotional plan through various marketing channels Updating customers on the changes an trends on the business landscape Continuous up-dation of the MIS Reports or any other business reporting (daily-weekly-monthly sales reports) Key competencies Good conceptual & operational understanding of capital market products viz Equities, Derivatives, Commodities, Currency Derivatives, Forex, Mutual Fund, Third Party Products etc Manage our businesses from any designated branch under the Profit-Center concept,by executing the Company's business strategy locally People Management & Staffing / Team Building skills. Should have the required ability to identify the required target segment (focus group)and address the same A good track record of successful business management (individual / branch level) or entrepreneurship Should have reliable knowledge about competitor strategies Optimize team building, employee morale & supervisory quality as per Companys HR policies. Should have communication skills which are clear, precise, articulate Should have excellent networking skills in order to generate leads & referrals Presentability & a pleasing personality to represent our corporate image, ethos & values in all customer interfaces Persuasive ability backed with strong belief in self, products and organisation Should have the required analytical skills to understand business & research reports Should be customer centric
Posted 1 day ago
1.0 - 6.0 years
2 - 7 Lacs
Pune, Ahmedabad, Surat
Work from Office
Hiring for entire Gujrat Ahmedabad, Pune, Vadodara, Aurangabad, Nagpur, Surat Contact @ 9911377334 mail @ ncrhr@outlook.com * Place order on behalf of clients * Activation & Revenue Generation * Cross selling * Terminal & Stock Broking knowledge
Posted 2 days ago
2.0 - 7.0 years
7 - 10 Lacs
Navi Mumbai, Mumbai (All Areas)
Work from Office
• 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.
Posted 2 days ago
1.0 - 5.0 years
2 - 5 Lacs
New Delhi, Hyderabad, Bengaluru
Work from Office
Mega Drive for Mutual Fund Sales, SIP, insurance Locations - Delhi, Bangalore, Gujrat, channai ctc - 2.5 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact E-brdassociates@workmail.com OR call 8377024167. 9560576207
Posted 2 days ago
1.0 - 6.0 years
5 - 12 Lacs
Guwahati, Bhubaneswar, Kolkata
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 ***
Posted 2 days ago
3.0 - 8.0 years
4 - 6 Lacs
Vijayawada, Visakhapatnam, Hyderabad
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 1 year experience in equity dealing (Terminals) . - Excellent understanding of financial markets. - Investment Advisory
Posted 2 days ago
3.0 - 8.0 years
5 - 12 Lacs
Pune, Ahmedabad, Mumbai (All Areas)
Work from Office
- Managing & handling ultra 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 2 days ago
3.0 - 8.0 years
5 - 12 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
- Managing & handling ultra 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 2 days ago
1.0 - 5.0 years
4 - 6 Lacs
Kolhapur, Nagpur, Ahmedabad
Work from Office
We are Hiring Equity Dealer & Demat Sales for Leading Broking Company. For Equity Dealer - NISM 8 Mandate
Posted 2 days ago
1.0 - 5.0 years
4 - 6 Lacs
Vijayawada, Visakhapatnam, Hyderabad
Work from Office
We are Hiring Equity Dealer & Demat Sales for Leading Broking Company. For Equity Dealer - NISM 8 Mandate For Demat Sales - Min 6 Months Experience in Demat or Insurance
Posted 2 days ago
1.0 - 6.0 years
1 - 3 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
Location - Mumbai Mandatory - NISM 8 & Telugu or Bengali Language Role & responsibilities Key Responsibilities 1. Equity Dealing and Order Execution: Execute equity and derivatives trades accurately on behalf of clients within regulatory guidelines. Ensure timely and error-free order placement through trading platforms. Monitor real-time market trends and provide updates to clients for informed decision-making. 2. Client Relationship Management: Build and maintain strong relationships with retail and high-net-worth (HNI) clients. Understand clients investment goals, risk appetite, and financial needs to provide personalized trading solutions. Handle client queries regarding portfolio performance, account statements, and trading strategies. 3. Advisory Support: Provide clients with insights on equity markets, investment opportunities, and trading strategies. Suggest appropriate financial products and portfolio adjustments based on market trends and client needs. Assist clients in managing risk through hedging strategies and diversification. 4. Revenue Generation: Achieve individual and branch-level revenue targets through brokerage and advisory services. Focus on upselling and cross-selling equity and allied products such as mutual funds, insurance, and other investment instruments. 5. Compliance and Risk Management: Ensure all transactions adhere to regulatory and compliance norms (SEBI, NSE/BSE, etc.). Maintain accurate records of client interactions and trade orders in line with audit requirements. Monitor client trading behavior to mitigate potential risks such as margin shortfalls or speculative trading. 6. Market Monitoring: Stay updated on market trends, economic developments, and corporate actions that may impact equities. Analyze market news and events to share actionable insights with clients. Candidate's Profile: 1+ years of experience in equity market, wealth management, etc. Strong knowledge of trading platforms (e.g., NSE NOW, ODIN, or similar).
Posted 3 days ago
4.0 - 9.0 years
3 - 5 Lacs
Hyderabad
Work from Office
Hi, SBI Securities is hiring for Team Handling role in Sri Ganganagar, Rajasthan. CTC- Upto 5.5lpa + Incentives Designation- Sales Manager Role & responsibilities Handling a team of 10- 15 relationship officers. To source the business via allotted bank branches or Open Market. Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo &handhold to initiate trading activities after account opening. Candidates from Banca or Broking background are only required. Min. 1 year exp. in team handling role. Preferred candidate profile Qualification: Graduation/Post Graduation Experience : 3- 5 years of team handling experience in Banca channel or Broking Location: Hyderabad Interested candidate can email the resume to rohini.h@sbicapsec.com or whats app on 9666028640
Posted 3 days ago
7.0 - 12.0 years
7 - 11 Lacs
Bengaluru
Work from Office
Role & 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 . Giving confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.
Posted 3 days ago
1.0 - 6.0 years
1 - 4 Lacs
New Delhi, Gurugram, Delhi / NCR
Work from Office
Position: AADM/RM Department-Agency & Direct Sales Reporting-BM Location-Delhi/Ncr Agency-Recruit advisors & sell life insurance(Field Sales Work ) Direct Sales-100% Leads based work(Field Sales Work ) CTC: 3 Lac 4.50 Lakhs
Posted 3 days ago
1.0 - 6.0 years
1 - 4 Lacs
New Delhi, Gurugram, Delhi / NCR
Work from Office
Position: Relationship Manager Function: Direct Sales-100% Leads Reporting: BM Location: Delhi Nehru Place & Gurgaon Role: Sales Health insurance to Existing customer & Close leads CTC : 3 to 4.50 Lakhs
Posted 3 days ago
4.0 - 6.0 years
4 - 7 Lacs
Gandhinagar, Junagadh, Ahmedabad
Work from Office
Role & responsibilities Introduce clients to the services offered, trading platforms, and account features. Understanding Client Queries and Requirements : Engage with clients to understand their investment goals, risk tolerance, and financial status. Regularly interact with clients to stay informed about their evolving needs and provide market insights. Address and resolve client queries promptly, offering accurate and relevant information. New Trading Patterns and Strategies : Stay informed about new trading patterns, technologies, and market strategies. Create and implement trading strategies that align with client objectives and market conditions. Continuously analyse the performance of executed trades and strategies, making necessary adjustments. Process Provided by Bigul : Client Application Demonstration, provide a comprehensive demonstration of the Bigul trading application, highlighting its features and functionalities. Offer resources and training to help clients understand market dynamics and trading skills. Provide continuous support and advice to help clients navigate the trading platform and market conditions. Relationship Management : Maintain a proactive relationship with the client for the initial three months to ensure a smooth journey and build trust. Compliance and Reporting : Ensure all trading activities comply with relevant regulations and internal policies. Prepare and submit regular reports on trading activities, market conditions, and client portfolios. Preferred candidate profile NISM VIII Certified: Certification as a requirement for compliance and regulatory knowledge. Market Experience: Proven experience in trading, broking, and market analysis. Educational Background: MBA in finance or a related field. Broking and Advisory Experience: Prior experience in brokerage and advisory roles is essential.
Posted 3 days ago
5.0 - 10.0 years
5 - 10 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Department: Broking Channel Designation: Branch Manager Years of Exp: 5 to 7 yrs CTC- upto- 12 LPA + incentive + Other benefit Role: Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity base investment products ,with prime focus on MNI and HNI segments to achieve targets. Responsible to manage team of Equity dealer/equity advisors & 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. Responsible for all Branch operations, IT, compliance & Risk related issues in the Branch Provide regular updates to the immediate superior as and when required. Skills: A (Full time) Graduate / Post graduate with overall experience of 4- 6 yrs Should be an excellent individual performer with minimum 1 year of team handling skills Should be a result oriented, selfstarter, proactive, strong motivator & collaborative .Focused on team cohesion, dynamics & constantly improve quality of performance. Should possess strong networking & relationship building skills Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991680640.
Posted 3 days ago
3.0 - 5.0 years
3 - 5 Lacs
Kolhapur, Panaji, Nagpur
Work from Office
RM Dealers 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 / Post graduate NISM Series VIII (Equity derivatives) Interested Candidates can also directly connect with the Recruiter on given below contact details. Recruiter's Contact no. - 8655744351
Posted 3 days ago
1.0 - 5.0 years
2 - 5 Lacs
Kochi, Ernakulam
Work from Office
Greetings from SBI CAP SECURITIES ..!!!! We have Opening of Equity Dealer in our organization Location - Ernakulam CTC Budget - As per Company standard Qualification - Graduation with NISM8 Certification Age - 39 years Experience 1 to 4 years *Job Description* Communicating Intra-day Trading Calls And Investing Customers Individually Operate NSE/BSE Terminals Ability To Advise The Clients From Time To Time Based On The Research Advices. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation. Interested candidate can share their cv at manasi.s@sbicapsec.com or contact 7736562628
Posted 3 days ago
1.0 - 6.0 years
2 - 5 Lacs
Kolkata, Chandigarh, Bengaluru
Work from Office
JOB DESCRIPTION Job Title: Relationship Associate Role Description :To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options Job Location : Bengaluru, Kolkata , Chandigarh Role Description: 1. Advising clients with regards to their Investment in Equity and Derivative market, Place order on their behalf 2. To achieve healthy revenues without compromising on clients profitability 3. To conduct regular client meeting after market hours New client acquisition 4. To attain maximum reach of investment ideas/stock calls initiated 5. Regular interaction and meeting with branch sales team regarding new account acquisition and about mapped clients 6. Keep abreast of the market news, financial trends and current affairs Specific Role Responsibilities: 1. Placing order on behalf of client 2. Advising clients with regards to their Investment in Equity 3. Client meeting, Branch visits 4. Help new client to activate their account 5. Activating Stop trader client 6. New account acquisition Skill Sets: Education Qualifications: Graduate/ Post graduate Certification needed: NISM Series 8
Posted 4 days ago
2.0 - 7.0 years
1 - 4 Lacs
Kolkata, Krishnagar, Barrackpur
Work from Office
exp -min 6m from any financial sector salary -upto -35k job role -open franchise ,deal with dealer & distributor Job Type: Full-time Pay: 15,000.00 - 35,000.00 per month
Posted 4 days ago
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