Equity Advisor

Equity Advisor Job Description:Position Overview: Seeking a skilled Equity Advisor to provide expert guidance on equity investments and portfolio management. Analyze market trends, evaluate opportunities, and develop personalized strategies. Advise clients, construct portfolios, and monitor performance. Strong analytical and communication skills...

Job Description:Equity Advisor RoleRole and Responsibilities:retail clients, by providing them exceptional, specialized & individualized advice towards managing theirEquities investment & trading portfolio, thereby achieving targeted revenue & client service norms.Besides managing the Equities Investment & Trading portfolio of the existing & new...

Opening: 10 Nos Job ID:Employment Type:Full Time- Reference:Work Experience: 0 To 10.0 Year(s)- CTC Salary: 0.00 LPA TO 5.00 LPA- Function: Other- Industry: Banking/Financial Services- Location: Mumbai Mumbai-suburbs NavimumbaiPosted On: 06th Apr, 2023**? Ability of volume trading for clientsAbility of cross selling of other products like Mutual...

Position - NRI Advisor (Role Involved advising & dealing (trading) -Managing the portfolio of the Mapped NRI clients. (No sales involved) Advising & Dealing Experience:- on Equity,derivates & option strategy Client Handling Experience or Acquisition:HNI/Ultra HNI client.- Aum Size - currently handing- Financial product knowledge - PMS,MF,AIFJob details:...

JOB DESCRIPTION SUMMARYJob Title: PCG AdvisorKey Responsibilities: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance....

Equity AdvisorLocation: Malad, MumbaiExperience: 0 to 5 yrsSalary: upto 4.5 LPA and IncentivesAny GraduateNISM Series VIII - Equity Derivatives Certification MandatoryFresher's can applyRole: To manage and monitor advisory piece at micro level, scale up business or revenue through quality advisory and taking corrective measure or strategy to build strong...

Job Description: Research Associate at Sirius Advisors PMS, Mumbai Position Overview : Sirius Advisors PMS, a SEBI-registered Portfolio Management Service based in Nariman Point, Mumbai, is seeking a dedicated and passionate Research Associate to join our team. The ideal candidate will have a strong interest in studying businesses and investing in equity...

Job Description: Research Associate at Sirius Advisors PMS, MumbaiPosition Overview:Sirius Advisors PMS, a SEBI-registered Portfolio Management Service based in Nariman Point, Mumbai, is seeking a dedicated and passionate Research Associate to join our team. The ideal candidate will have a strong interest in studying businesses and investing in equity...

Hi All,Greetings for the dayWe have an urgent opening for the role of Equity Advisory. Responsible for generating 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. Building relationships with clients & educating them about Investments....

Responsible to generate brokerage primarily through advising clients on their equity portfolio Punching orders on terminal on behalf if clients Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business Will need to be constantly updated with the market...

Responsible to generate brokerage primarily through advising clients on their equity portfolio Punching orders on terminal on behalf if clients Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business Will need to be constantly updated with the market...

Responsible to generate brokerage primarily through advising clients on their equity portfolio Punching orders on terminal on behalf if clients Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business Will need to be constantly updated with the market...

JobPurpose Handling team ofAdvisors. Advising & execution of orders on behalf of clientson equity derivatives and optionstrategies Key Deliverables1. Handling Team of NRI Advisors & Driving Revenuefrom Advising & execution of orders onbehalf of clients on equity derivatives and optionstrategies 2. Achieving the targets set for Teamon Crossselling products...

At Kotak, we are proud to offer innovative products and solutions that help our customers meet their financial aspirations. Selekt is one such bespoke solution from Kotak Investment Advisory that seeks to enrich the client's investment journey with the efficiency of technology, personalized by human touch.To help us build and grow the Selekt proposition, we...

At Kotak, we are proud to offer innovative products and solutions that help our customers meet their financial aspirations.Selekt is one such bespoke solution from Kotak Investment Advisory that seeks to enrich the client's investment journey with the efficiency of technology, personalized by human touch.To help us build and grow the Selekt proposition, we...

Urgent opening for a leading stock market company in Ahmedabad locationDesignation: Dealer/Trade AdvisorThese are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise them on their decisions on the stock market & execute client trade on the terminal (Acquisition & Dealing).Role description...

Job description- _FOR ONLY _FRESHER**_Job Summary*Accurate & timely execution of orders on terminal (Sauda Punching on Terminal)*Confirmations of trades*Track clients positions and make regular calls as per their profile & preferences*Visiting clients regularly and maintain a long term relationship with clients*Letter Drafting (Strong written...

Drive strategic investments in a global set up Opportunity to work with a leading global infrastructure private equity fund About Our Client Our client is a professional investment management organization that globally invests the funds to help ensure long-term sustainability. Job Description Role-specific Accountabilities: Analyze And Execute...

Job Description: Revenue generation from equity derivatives and currency segment. Identifying the potential of the clients to activate in derivatives segment. Identify and prepare the clients to generate high volume in derivatives segment. Maintaining the relationship with existing customer to improve revenue and turnover. Achieve laid down...

Company DescriptionForbes believes in the power of entrepreneurial capitalism and uses it on various platforms to ignite the conversations that drive systemic change in business, culture and society. Wecelebrate success and are committed to using our megaphone to drive diversity, equity andinclusion. We are the world's biggest business media brand and we...