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1.0 - 6.0 years
0 - 0 Lacs
mumbai city, thane
On-site
Dear Candidate, Greetings From"APEX SERVICES" Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit ROLES & RESPONSIBILITIES: 1) 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. 2) 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. 3) To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. 4) To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance &; Risk. 5) Provide regular updates to the immediate superior as and when required. 6) Graduation and NISM 8 is mandatory Kindly reply with an updated CV on apex.darshil@gmail.com if you are interested in the mentioned Job Role. you can call also on 8127854413
Posted -1 days ago
1.0 - 4.0 years
0 - 0 Lacs
ahmedabad, gandhinagar, vadodara
On-site
Dear Candidate, Greetings From"APEX SERVICES" Role- Equity Dealer CTC- up to- 5 lac+ incentive + Other benefit Responsible for engaging with inactive clients on a daily basis. Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading. Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business. To maintain synergy with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior as and when required. Maintaining regular MIS reports on daily basis 6) Graduation and NISM 8 is mandatory Kindly reply with an updated CV on apex.darshil@gmail.com if you are interested in the mentioned Job Role. you can call also on 8127854413
Posted -1 days ago
8.0 - 12.0 years
0 Lacs
haryana
On-site
The Trade Surveillance team at Macquarie plays a crucial role in ensuring the integrity and efficiency of the trading operations. The team consists of analysts who are committed to enhancing the trade surveillance systems to align with changing market conditions and trading strategies. At Macquarie, we believe in the strength of diversity and empower our employees to explore various possibilities. Operating globally in 31 markets with 56 years of consistent profitability, we value contributions from every team member, regardless of their role. As a key player in this role, you will lead a team of analysts on a global scale, focusing on fine-tuning and evaluating trade surveillance models. Your responsibilities will include improving the accuracy and effectiveness of these systems through meticulous model tuning, back-testing, and staying updated on regulatory changes, trading strategies, and market dynamics. Requirements: - University or higher degree with at least 8 years of experience in trade surveillance systems and trading operations, with expertise in futures, commodity, equity trading, and surveillance methodologies. - Proficiency in stakeholder management, qualitative and quantitative analysis of trade surveillance systems, and conducting thorough back-testing to validate system performance. - Strong analytical skills, attention to detail, and the ability to interpret complex data for making informed decisions. - Excellent communication skills, leadership capabilities, and experience in engaging with stakeholders at all levels to foster an inclusive and collaborative work environment. Macquarie encourages individuals who are passionate about shaping a better future to apply for this role or explore opportunities within the organization. About the Risk Management Group: The Risk Management Group at Macquarie operates as an independent and centralized function responsible for reviewing and challenging material risks. The global team focuses on oversight, monitoring, and reporting to manage current risks and anticipate future risks. Divisions within the group include compliance, credit, financial crime risk, internal audit, market risk, operational risk, aggregate risk, and prudential and central functions. Macquarie is committed to diversity, equity, and inclusion, and provides reasonable adjustments to support individuals during the recruitment process and in their working arrangements. If you require additional assistance, please notify us during the application process.,
Posted 13 hours ago
2.0 - 6.0 years
0 Lacs
maharashtra
On-site
About the Company Founded in 2009, iRage aims to be the leading entity in algorithmic trading within India. The company combines expertise in quantitative finance and technology to establish itself as a trailblazer in the realm of high-frequency trading in the country. With a forward-thinking and innovative approach, iRage recognized early on the pivotal role of technology in the rapid evolution of trading, a philosophy that remains at the core of its operations to this day. About the Role Taking on the position of an Institutional Equity Dealer entails the crucial responsibility of executing trades for various institutional clients, which include Asset Management Companies (AMCs), Domestic Institutional Investors (DIIs), Foreign Institutional Investors (FIIs), Insurance Companies, and Development Financial Institutions (DFIs). This role demands a profound comprehension of market dynamics, algorithms, and trading strategies spanning multiple segments. Key Responsibilities: Trade Execution: - Execute trades in Equity and Future & Options (F&O) Segments accurately and promptly. - Implement various ALGO strategies like CD Orders, VWAP Orders, Volume Participation, Basket Orders, Blocks, F&O Directional & Spread Trades, and Arbitrage. Market Analysis & Reporting: - Monitor and evaluate market trends, delivering pertinent updates to stakeholders. - Create and deliver market reports utilizing tools such as Bloomberg & MS Excel. Client Interaction: - Engage in regular communication with clients to grasp their needs and offer tailored trading solutions. - Foster relationships by meeting clients regularly and providing insights on market movements. Collaboration: - Work closely with the back-office team to ensure seamless and error-free trade settlement procedures. Qualifications: Essential: A graduate in any discipline. Preferred: Postgraduate degree or MBA.,
Posted 14 hours ago
0.0 - 4.0 years
0 - 0 Lacs
thrissur, kerala
On-site
As a Market Trading Stock professional, you will be responsible for executing client orders and operating stock trading terminals with precision. It is essential to confirm trades by the end of the day (EOD) and maintain accurate record-keeping. You will update clients on their positions, provide regular market insights, and promptly resolve customer queries. Moreover, your role involves ensuring the accurate and timely execution of orders on the trading terminal. In this role, proficiency in equity trading, securities knowledge, NCFM/NISM certification, and handling de-mat accounts are highly valued. You will also be expected to cross-sell other financial products and services to maximize client engagement and revenue. Activating inactive clients and encouraging their participation, as well as guiding customers to increase trading volumes, are crucial aspects of the job. This position requires candidates with a Degree qualification, and both freshers and experienced individuals are encouraged to apply. The location for this role is Thrissur, with specific areas including Kokkalai and Irinjalakuda. The salary offered ranges from 20,000.00 to 30,000.00 per month, accompanied by attractive incentives. The job type is Full-time and Permanent, with benefits such as health insurance, life insurance, and Provident Fund included. The working schedule is during the day shift, and a performance bonus is also provided as part of the compensation package.,
Posted 15 hours ago
6.0 - 10.0 years
0 - 0 Lacs
mumbai city
On-site
e are looking for highly experienced and motivated professionals for a leading role in our PCG Wealth division at the Prabhadevi branch. The ideal candidate should have a strong background in handling HNI/Ultra-HNI clients, wealth advisory, and team management. PCG Wealth Candidate should have exp handling HNI and UHNI Clients Candidate should move a minimum book size of 20 cr Look for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)
Posted 2 days ago
3.0 - 7.0 years
0 Lacs
noida, uttar pradesh
On-site
As a Stock Market Trader based in Noida, you will play a crucial role in our investment team by executing equity and derivative trades, managing risk, analyzing market trends, and supporting investment strategies. Your primary responsibility will be to maximize returns for both clients and the company through disciplined decision-making and in-depth knowledge of financial markets. Your key responsibilities will include executing buy and sell orders for a variety of securities on different exchanges, monitoring financial markets and indicators to identify trading opportunities, conducting technical and fundamental analysis to inform trade decisions, and collaborating with research analysts and portfolio managers to align trading strategies with investment objectives. You will need to adapt swiftly to changing market conditions and adjust trading strategies accordingly while utilizing risk management techniques to safeguard the firm's capital and client investments. This full-time position requires a proactive approach, strong analytical skills, and the ability to make real-time decisions. If you are passionate about the stock market and thrive in a fast-paced environment, we encourage you to apply for this exciting opportunity.,
Posted 4 days ago
15.0 - 17.0 years
50 - 60 Lacs
Mumbai
Work from Office
Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth Risk are an independent Second Line of Defence (2LoD) team part of WPB Risk. The team provides end-to-end risk oversight over the Wealth Management products and services (IWPB Wealth and GPB). This oversight is in support of the Non-Financial Risk (NFR) mandate of Country Head of WPB Risk, ASP GPB & Wealth CRO and ASP WPB CRO, and the team aims to provide active risk management throughout product and distribution lifecycle, in addition to bringing together the various second line risk Steward views on NFR product & distribution risk for INM Wealth & INM GPB. Success is measured by our capacity to ensure that risks related to designing and launching new wealth products & services have been properly identified, understood, mitigated and continue to be actively monitored. As part of the team, the Role Holder will be primarily responsible for (i) supporting the WPB Risk oversight over INM WPB Distribution of Wealth products & services as well as initiatives as part of the Asia Wealth Strategy (and other Strategic or Business Transformation initiative where agreed), and (ii) providing Risk oversight over GPB onshore business; in support of country Head of Wealth Risk, GPB & Wealth. This entails: Monitoring adherence to Group policies and governance standards across a range of business initiatives that extends over channels (face-to-face, digital), product types or business models. Managing the product governance cycle for INM Wealth products & services from a 2LOD perspective. Supporting the risk assessments of all new products & services throughout the product distribution lifecycle, in collaboration with country Wealth Management teams and in partnership with respective Risk Stewards. Representing GPB&W Risk Team at local Wealth governance meetings (typically, country Product Risk & Oversight Committee - PROC, SQRC, SQ Arbitration Committee, PBIN Risk Working Group, regional forum like ASP GPB & Wealth Risk Meeting). Ensuring WPB Product & Distribution Risks for IWPB & GPB are sufficiently mitigated via control effectiveness as accurately documented in Helios. Providing subject matter expertise in a number of product and policy areas to be determined with the ASP CRO GPB&W. Such areas may cover product categories (e.g. UTs/ Insurance/ Fixed Income products etc.), policies (e.g., Transaction Types and Sales Journeys FIM, Suitability and advice principles), governance. Supporting the INM Head of Wealth Risk - GPB & Wealth in local/ regional Wealth Risk initiatives. Helping determine trends and help proactively provide a forward looking view of potential risks and issues, making use of data & analytics to increase control oversight over conduct related risks Supporting the INM Product & Distribution Risk governance reporting. Providing a read-across of product and distribution risk related issues and lessons learned / the matics from 1LoD risk reports, Helios output, Ineffective and Needs Improvement 2LoD/3LoD reviews, events together with specific recommendations at country or regional level to enhance controls and mitigate risk Requirements University degree in Business, Finance or related discipline Relevant professional qualification, such as Chartered Financial Analyst, Certified Financial Planner, Financial Risk Manager or equivalent preferred Relevant working experience in the Wealth management / GPB business and / or Wealth product distribution Experience in a risk management or control function environment preferred Sound knowledge in Wealth management products essential (e.g. Mutual Funds, Bonds, PMS, Insurance, Equity Trading) Working experience in more than one banking market advantageous Strong analysis, decision-making and risk management and evaluation skills Solid communication, good negotiating, leadership and interpersonal skills Ability to work independently under tight timeline Excellent communication in English
Posted 4 days ago
1.0 - 6.0 years
0 - 0 Lacs
chandigarh, ludhiana, jammu
On-site
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Execute buy and sell orders for clients in the stock market. 2) Provide financial advice and recommendations on investment strategies. 3) Maintain accurate records of clients' transactions and investment portfolios. 4) Build and maintain strong relationships with clients, understand their investment goals, and provide personalized investment solutions. 5) NISM-8 is Mandatory. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 7991515067
Posted 4 days ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
As an Equity Dealer, your primary responsibility will be to execute buy and sell orders of equities on behalf of institutional clients. You will play a crucial role as an intermediary between clients and stock exchanges, ensuring the timely and accurate execution of trades. Maintaining close communication with clients and internal teams is essential to provide updates and support for the daily operations of the trading desk. Your role will require a high level of market awareness, precision in execution, and adherence to compliance standards to optimize trading performance and enhance client satisfaction. You will be expected to execute trades for institutional clients with utmost efficiency and accuracy. This involves swiftly and precisely executing buy and sell orders based on client instructions, monitoring market conditions, ensuring orders are filled at the best possible prices, and minimizing execution risk. Accuracy is paramount to prevent costly errors and maintain client trust. Additionally, regular updates to traders are crucial. Maintaining continuous communication with other traders and desk staff to share real-time market information, trading status updates, and relevant market movements is essential. This coordination ensures the team functions cohesively and can respond swiftly to market changes or client requests. Furthermore, you will be required to assist in various operational tasks of the desk. This includes preparing reports, managing client queries, processing trade documentation, and ensuring compliance with internal and regulatory standards. Flexibility to handle ad hoc requests is essential for the smooth functioning of the trading desk. In summary, as an Equity Dealer, your role is pivotal in executing trades efficiently, maintaining clear communication with stakeholders, and supporting the daily operations of the trading desk to ensure optimal performance and client satisfaction.,
Posted 1 week ago
1.0 - 5.0 years
0 Lacs
karnataka
On-site
As a member of the Groww team, you will be part of a passionate group dedicated to making financial services accessible to every Indian through a multi-product platform. Each day, we strive to empower millions of customers on their financial journey, always putting customer needs and convenience at the forefront of every product, design, and algorithm. Our culture thrives on ownership, customer-centricity, integrity, and a drive to challenge the status quo. Our vision at Groww is to equip every individual with the knowledge, tools, and confidence to make informed financial decisions. Through our cutting-edge multi-product platform, we aim to empower every Indian to take control of their financial future. Our ultimate goal is to become the trusted financial partner for millions across the nation. In our fast-paced environment, collaboration, transparency, and open communication are key to our success as India's fastest-growing financial services company. Hierarchies are de-emphasized, allowing every individual to contribute authentically and excel in their roles. Our core values of radical customer centricity, ownership-driven culture, simplicity, long-term thinking, and transparency serve as the foundation of everything we do. As a Content Specialist for trading channels across platforms such as YouTube, Instagram, and Twitter, your responsibilities will include brainstorming content ideas, ensuring timely posting of content, facilitating communication between creators and the editing team, and organizing critical data points effectively. To excel in this role, you should possess comprehensive knowledge of stock trading, including futures, options, option strategies, and equity trading. Ideally, you should have firsthand experience as a trader or have engaged in trading activities related to the mentioned financial instruments. Proficiency in maintaining data points for easy extraction and familiarity with tools like Google Sheets are essential for success in this position.,
Posted 1 week ago
2.0 - 5.0 years
3 - 6 Lacs
Kochi, Ernakulam
Work from Office
Job Role: 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 synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior as and when required. Requirements: Graduate/Post Graduate with minimum 1-2 yrs exp in Equities on the client advisory side Should have sound understanding of capital markets Should be a result-oriented, self-starter & proactive Should possess strong networking & relationship building skills and good communication skills Should be certified in NISM 8, NSE Derivatives, BSE Cash & NISM Currency Derivatives Request you to share resume on pradeepkumar.muthukumar@kotak.com or 8422917233
Posted 1 week ago
1.0 - 6.0 years
2 - 5 Lacs
Gurugram, Delhi / NCR, Mumbai (All Areas)
Work from Office
Trading on behalf of the clients, Placing Order on terminal. * Responsible for Cross sell LI/ GI/ MF etc. * Building relationships with clients & educating them about Investments * Client meetings and bank branch visits. Required Candidate profile Required Candidate profile * Must be graduate in any. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must NISM 8 certification. * Good Communication Skill
Posted 1 week ago
1.0 - 3.0 years
3 - 8 Lacs
Ahmedabad, Vadodara, Mumbai (All Areas)
Work from Office
Commodity/Equity Role Involved advising & dealing trading cross selling involved. Strong knowledge of capital market. Revenue generation in broking PMS, AIF, Insurance, MF Agency channel SME INSURANCE mail to info@servingskill.com/whatspp 9819832570 Required Candidate profile Advising & Dealing Exp- on equity, derivatives commoditY Client Handling Experience/Acquisition – HNI/UHNI/Large Client Financial product knowledge/Third party product PMS, IAP, Insurance, PE, MF AIF
Posted 1 week ago
2.0 - 7.0 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.in
Posted 1 week ago
6.0 - 8.0 years
9 - 13 Lacs
Mumbai
Work from Office
Job Purpose - The purpose of this job includes: To contribute in creating a strategic blueprint for the design of innovative business lines and products backed by strong insights on market needs Support strategic initiatives by way of research, market intelligence and analytics with regards to business expansion & growth Scan for opportunities available across various business segments in Housing / Mortgages and assist the Head Product & Strategy in managing existing products & delivery of new products Drive management reviews & presentations Coordinating and partnering with cross functional teams for various high impact projects To drive various frontline & channel related contest along with BD team for housing products To coordinate with BSG & IT team for BRD & system changes with regards to new product launches or enhancement of existing products KRAs - Key Result Areas Supporting Actions Product Development Manages development of a superior and competitive product suite while maintaining adequate risk and profitability parameters Conducts product research with clear target customer segmentation and revenue potential analysis and works with sales team to develop a viable business case Defines a detailed product vision and strategy roadmap for future product evolution based on market needs and opportunity available Manages all product related costs, fee structures and minimizes the revenue leakage possibilities in product design Enters into discussions/ feedback mechanisms on product themes with key clients, brokers/ DSAs and understand their needs & help to develop product strategies customized to their requirements Sets up an effective product training mechanism for the sales teams and channel partners for effective sales Makes regular amendments to product scope, design and terms based on regulatory changes and requirements To design customer value propositions and servicing norms in line with the industry best practices To carry out targeted marketing campaigns with marketing teams based on customer segmentation and product launches and track the program effectiveness To coordinate with credit and operations teams to set up robust, customer friendly loan approval and booking processes and to recommend improvements to operating procedures and technological tools, as needed To work with the credit and risk teams for constantly reviewing product program and policy implementation and improve the program based on market benchmarking & continuous feedback To benchmark the portfolio-service offerings with the competition and highlight the critical modifications required To review location specific product norms basis deep bureau data analysis & also undertake portfolio review analysis with Analytics team To provide operational support to the teams & Ad-hoc requests To design and launch contests and schemes for employees and Channel Partners for Mortgage lending products with focus on effective COA To drive cross sell propositions such as insurance, equity trading to create a one-stop shop for the customer Ad-hoc requests such as presentations and market intelligence to the teams
Posted 1 week ago
1.0 - 2.0 years
4 - 6 Lacs
Gurugram
Work from Office
Responsibilities: Technical Analyst for Proprietors' desk At least 2 yrs exp Analyse stocks with Python & R Monitor markets & charts Develop & backtest strategies Monitor market movements, volatility, Track global & domestic market trends
Posted 1 week ago
2.0 - 3.0 years
2 - 3 Lacs
Mumbai, Andheri East
Work from Office
Key Responsibilities Engage and introduce users to best practice in systematized learning Keep up with and distribute latest tactical knowledge and updates with end clients Build and maintain strong relationships with key stakeholders Negotiate and close deals with clients to achieve sales targets Update and upgrade on continuous basis with latest in Options trading Maintain KRAs for successful fulfilment of daily duties Qualifications Proven track record of success in business development or sales roles Strong communication and negotiation skills Knowledge of the Stock Market/ Options current market trends is a plus Ability to work independently and as part of a team bachelors degree in business administration or finance field Previous experience in Options training a plus
Posted 1 week ago
1.0 - 8.0 years
0 - 6 Lacs
Hyderabad
Work from Office
Interview Pass – Aditya Birla Capital Congratulations! Your spot is reserved for Equity Dealer role in Aditya Birla Capital . Interview on 16th July (Wednesday). Please find the below details: Role / Designation - Equity Dealer Experience Range: 1-8 Years Salary Details - 1+Years-3LPA/5+ Years-6.5 LPA Shift time - General Qualification: Under Graduates / Graduates Venue Details: Aditya Birla Money , 4th floor Dega towers , Somajiguda, Hydrabad, https://g.co/kgs/9H8pEKW Interview Location: Hyderabad Timings: 10am-6pm Date: 16th July, Wednesday Contact Person: Santhosh Role & responsibilities To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options Responsible for new client acquisition To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have a clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends, and current affairs attend post result con-calls, and analyst meets for improved client servicing. Preferred candidate profile Graduate/postgraduate with 3 years’ experience\should have good communication skills should be self starterNISM8 Please carry the below mention Documents (Mandatory): Updated Resume (Please mention "Naukri.com" at the top of your CV) Photo ID Proof 2 Passport size Photographs NOTE: Do not reply if you have already attended in last 6 months Disclaimer: Please ignore if not interested or not relevant to your profile. Regards,
Posted 1 week ago
1.0 - 5.0 years
0 - 0 Lacs
bangalore, jaipur, kanpur
On-site
Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer/HNI Dealer CTC- upto-6 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: To be responsible for identifying customer needs, assessing their risk appetite and providing them investTo ensure active management of clients & achieve the target active AUMment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Keep abreast of the market news, financial trends and current affairs To attend post result con-calls, analyst meets for improved client servicing. NISM 8 certification is mandatory Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with your updated CV on apex.pandeypankaj@gmail.com if you are interested in the mentioned Job Role. you can call also on 7068764020
Posted 1 week ago
2.0 - 6.0 years
0 - 0 Lacs
thane, maharashtra
On-site
As a Relationship Manager, you will leverage your 2 years of stock brokerage or demat account management service experience to understand clients" business objectives and challenges, delivering strategic recommendations. You will be the primary point of contact, responsible for building strong client relationships, analyzing data, and fostering partnerships to drive the acquisition and management of Equity, Currency, and Commodities trading accounts and investments. Regularly reviewing client portfolios to assess performance, balance investments, and optimize asset allocation is a critical aspect of this role. You will also be responsible for monitoring market trends and economic developments to make timely adjustments to client portfolios. Ensuring compliance with regulatory requirements and internal policies in all client interactions and investment recommendations is essential. Educating clients about investment risks and implementing risk management strategies to safeguard their investments is a key responsibility. Conducting market research, staying updated on industry trends, economic indicators, and geopolitical events that may impact equity markets, and using data-driven insights to inform investment decisions and client recommendations are integral to this role. Collaboration with research analysts, portfolio managers, and other departments within the firm to leverage expertise is encouraged. Participation in team meetings and sharing insights to enhance client service and satisfaction is expected. Continuous learning and development are emphasized, with a focus on staying abreast of changes in financial markets, investment products, and regulatory requirements through ongoing training and professional development. The role requires continuous enhancement of knowledge and skills to provide superior client service and support business growth. Requirements for this position include a Bachelor's degree in Marketing or Finance, with an MBA being a plus, along with a minimum of 2 years of relevant experience. The ability to drive sales and acquire new clients/accounts, meeting or exceeding targets, is essential. Excellent verbal and written communication skills are required to interact effectively with clients, colleagues, and stakeholders. Strong analytical skills are necessary to analyze market trends, client data, and financial statements for informed decision-making. Proficiency in negotiation skills to ensure mutual benefit for clients and the firm is also crucial. Key responsibilities include client relationship management, channel partner recruitment, investment advisory, and sales strategy development. Building strong relationships with existing clients, offering expert guidance on equity investments, developing and executing recruitment strategies for channel partners, and implementing effective sales strategies to achieve revenue goals are vital aspects of the role. The position offers a salary range of Rs. 3,00,000 - 7,50,000 per annum, with a full-time, permanent job type. The working schedule includes 6 days per week, with morning hours from 10:00 am to 7:00 pm. The job location is Thane, Maharashtra, and work is required in person. In summary, as a Relationship Manager with stock brokerage or demat account management experience, you will play a pivotal role in delivering strategic recommendations, building strong client relationships, and driving the acquisition and management of trading accounts and investments. Your responsibilities will include portfolio review and management, compliance and risk management, market research and analysis, team collaboration, continuous learning and development, client relationship management, channel partner recruitment, investment advisory, and sales strategy development, all aimed at providing superior client service and supporting business growth.,
Posted 1 week ago
2.0 - 6.0 years
3 - 6 Lacs
Kochi
Work from Office
Kotak Securities Ltd. NOTE - Please Mentioned CRC Saloni Vishwakarma on top of your resume while coming for an interview. Location : Kotak Securities Ltd. 40/1400, 2nd Floor, Ensign Enclave, Jos Junction, M G Road, Cochin- 682011 Please find below JD for the Broking Equity dealer profile Kotak Securities Ltd Alternate Channel - Dealer - Mumbai Department: Alternate Channel Designation: Broking Equity Dealer Grade: E1/E2- Assistant Manager / Deputy Manager Years of Exp : 1 to 4 Years Contact Person: Neby Nelson S Interview Time: 11:00 AM to 03:00 PM Interview Date: 12th July 2025 Roles: 1. Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2. Will be responsible for primarily selling Equity based investment products. 3. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4. Responsible for achieving targets as assigned by the organization on a monthly basis. 5. Provide regular updates to the immediate superior as and when required Skills & Knowledge : 1. Graduate / Post graduate with 1 4 yrs exp in direct selling of financial products from any financial services industry. 2. Should have good communication & presentation skills. 3. May have good existing client relationships in the market. 4. Should be a self-starter, proactive & target oriented. 5. Should possess strong networking & relationship building skills 6. Should be certified in NISM Series VII- Equity derivatives Prepare: About our company, Stock Market, BSE, NSE, Equity Market, Trading A/C ,DE- mat A/C For any other queries call on 7039279297. NOTE - Please Mentioned CRC Saloni Vishwakarma on top of your resume while coming for an interview.
Posted 1 week ago
1.0 - 3.0 years
0 - 0 Lacs
jaipur
On-site
Position Overview We are seeking a motivated and skilled Equity Dealer to join our dynamic team in Jaipur. This full-time position offers an exciting opportunity for individuals with a passion for financial markets and trading. As an Equity Dealer, you will play a crucial role in executing trades, managing client portfolios, and providing insights into market trends. If you have a strong background in equity trading and possess the required skills, we encourage you to apply. Key Responsibilities Execute buy and sell orders for equities and commodities on behalf of clients. Monitor market trends and analyze financial data to make informed trading decisions. Provide clients with timely updates and insights regarding their investments. Utilize advanced Excel skills to create reports and analyze trading performance. Collaborate with team members to develop trading strategies and improve overall performance. Ensure compliance with regulatory requirements and internal policies. Maintain accurate records of all transactions and client communications. Qualifications The ideal candidate will possess the following qualifications: 1 to 3 years of experience in equity trading or a related field. Strong knowledge of financial markets and trading strategies. Proficiency in commodity trading and advanced Excel skills. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills to effectively interact with clients and team members. Ability to work in a fast-paced environment and make quick decisions under pressure. This position is based in Jaipur and requires on-site work during the day. We have 3 positions available for qualified candidates. If you are ready to take the next step in your career and join a reputable firm, we would love to hear from you! Apply now to become a part of our team and contribute to our success in the financial markets!
Posted 1 week ago
6.0 - 11.0 years
5 - 10 Lacs
Bangalore Rural, Bengaluru
Work from Office
Role Description/ Scope of the Job Individual performance target & responsible of teams target achievement. Specific Role Responsibilities / Core Duties: 1. Team handling Experience minimum 1 to 3 years 2. To achieve healthy revenues without compromising on client's profitability. 3. Equity Proven experience as a Client Relationship Manager. 4. TPP (Third Party Product) sell to customers 5. Handle Inbound & Outbound calling Team 6. Training new employee Strong Product Knowledge 7. Minimum 2-5 Years Equity Dealing experience is required
Posted 2 weeks ago
1.0 - 5.0 years
2 - 3 Lacs
Pune
Work from Office
JD For Equity Dealer We have opening for Equity Dealer, please find the JD for your kind perusal:- If interested please share your update resume with current CTC and notice period. JOB DESCRIPTION ORGANISATION - IDBI Capital Markets and Securities Limited DESIGNATION - Equity- Dealer NO. OF VACANIES - 2 EXPERIENCE RANGE - 1-2 year of exp CRITICAL EXPERIENCE Stock broking experience is mandatory & NCFM/NISM/AMFI Certification. ESSENTIAL QUALIFICATIONS Any graduate / post-graduate Commensurate with experience CANDIDATE'S PROFILE * Advising clients with regard to their Investment in Equity, Derivative & currency Market, Place orders on their behalf. * Responsible for achieving brokerage revenues. * Increasing client base through existing client referrals. * To place orders for clients on trading terminal with very high proficiency in speed and accuracy. * Confirmations on Recorded Line. * Communicating research advices and investment ideas to customers for portfolio churning. SKILLS AND TRAITS * Excellent Communication & Presentation skills. * Must have existing client relationships in the market. Should be a self-starter, proactive & target oriented. * Should possess strong networking & relationship building skills. Interested candidates can share you CV on outsource18@idbicapital.com and can contact on 9137914716 (Priti Rai).
Posted 2 weeks ago
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