Equity Advisor

2 weeks ago


Andheri, Maharashtra, India JM Financial Full time
Hi,

About JM Financial:

JM Financial is an integrated and diversified financial services group.

The Group's primary businesses include -Investment Bank (IB) shall cater to Institutional, Corporate, Government and Ultra High Net worth clients and includes investment banking, institutional equities and research, private equity funds, fixed income, syndication and finance;Mortgage Lending includes both wholesale mortgage lending and retail mortgage lending (home loans, education institutions lending and LAP);Alternative and Distressed Credit includes the asset reconstruction business and alternative credit funds; andAsset management, Wealth management and Securities business (Platform AWS) shall provide an integrated investment platform to individual clients and includes wealth management business, broking, PMS and mutual fund business.


JM Financial - under its brand 'BlinkX' - is building arguably India's largest fin-tech ecosystem with Tech and Data at the heart of it BlinkX has been started with the goal of making everyone's financial growth journey easy and simple.

We are obviously customer obsessed, entrepreneurial and above all an internet company at heart - with finance just being one of the things we do.

We believe that true success of the team lies in constant experimentation and awesome execution with customer at the center.


Our new upcoming platform is a celebration of the smartness of the Indian consumer - how we as a country of billion plus people have always been relentless to not only survive but also thrive through all ups and downs - through innovations and hacks in every small thing we do.

Our new platform will make it fun and easy to make the right moves with money - we will provide innovative but simple money planning products that allows the Indian consumer to move forward in every walk of life.


About The Role

  • Ability of volume trading for clients
  • Ability of cross selling of other products like Mutual Funds, Insurance, Third Party Products etc.
  • Ensure error free Equity and Derivative trades
  • Achieve healthy revenues without compromising on client profitability
  • Should focus on overall portfolio growth, client activity ratio and quality of information delivered
  • Propose investment options based on customer needs by assessing their risk appetite
  • Support the client's decision making with the use of technology enabled tools
  • Keeping up with market news, financial trends and current affairs
  • Analyze customer portfolio and give appropriate advice
  • Responsible to ensure all activities are in adherence as per compliance and risk
  • Assist in increasing depth in existing relationships
  • Understanding customer needs and timely suggesting the allied products by ensuring individual targets are met
  • Knowledge of Stock Market
  • Good communication skills
  • NISM certification is mandatory


Graduation
  • Any stream Qualification and Skills Required

Compensation & Benefits

  • Fixed
  • INR 2.60 Lacs + Incentives
  • In addition to the fixed compensation the employees are eligible for Gratuity, Hospitalization Policy, Personal Accident Insurance and Group Term Life.
Regards,

Farzeen Namazi

Human Resource

Salary:
From ₹265,000.00 per year

Benefits:

  • Provident Fund

Schedule:

  • Day shift

Supplemental pay types:

  • Performance bonus

Experience:

- total work: 1 year (preferred)

Work Location:
In person

Speak with the employer
  • Retail Sales

    2 weeks ago


    Andheri, Maharashtra, India WhatNxt Full time

    Role: Retail Sales Advisor Experience: 1-3 years working within a sales environment preferably ina proactive telemarketing role in a BFSI / Finance sector.Education: Graduate (Mandatory)Location: Lower Parel, MumbaiRetail Sales Advisor is a person who is bestowed with the responsibility of wealth creationfor clients to wish to create wealth using disciplined...

  • Equity Advisor

    4 weeks ago


    Andheri, Mumbai, Maharashtra, India JM Financial Full time

    Hi, **About JM Financial**: JM Financial is an integrated and diversified financial services group. The Group’s primary businesses include -Investment Bank (IB) shall cater to Institutional, Corporate, Government and Ultra High Net worth clients and includes investment banking, institutional equities and research, private equity funds, fixed income,...

  • Equity Advisor

    3 weeks ago


    Andheri, Mumbai, Maharashtra, India Pracworld Hr consultancy Services Full time

    Ability of volume trading for clients - Ability of cross selling of other products like Mutual Funds, Insurance, Third Party Products etc. - Ensure error free Equity and Derivative trades - Achieve healthy revenues without compromising on client profitability - Should focus on overall portfolio growth, client activity ratio and quality of information...

  • Sales Advisor

    1 week ago


    Andheri, Mumbai, Maharashtra, India AJ Investment Services Full time

    **(LOCATION: MUMBAI) - **Capital Stock Market NSE, BSE**: - Relationship Manager Equity Sales** **Division - Company Name: AJ Investment Services** - Deep Understanding of Clients Business Objectives and Challenges. - Creating Strategic Recommendations - Building Strong Relationship with our onboard and new clients. - Analyzing Clients Data. - You will act...

  • Avp - Fund Raising

    4 weeks ago


    Andheri, Mumbai, Maharashtra, India Riddhi Siddhi Career Point Full time

    **Urgent Requirement for AVP - Fund Raising & Investor Relations in Investment Management Company in Andheri East** **JD**: Prospect potential clients, and gather documentation to begin the funding process Develop leads, cultivate a list of targeted prospects with equity investors, banking, **investment banking, capital markets** Develop relationships...

  • Legal Associate

    7 days ago


    Andheri, Mumbai, Maharashtra, India Eway IT Solutions Full time

    Job Description: - Drafting, scrutinizing of transactional documents with respect to real estate financing, including debentures, loan agreements, conditions precedent, Facility Agreement, Mortgage Deed, Deed of Hypothecation, Guarantee Documents including Corporate and Personal Guarantee, Deed of Assignment, Indemnity Bond and other legal documents. -...