Equity Advisor
4 weeks ago
Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & DelhiDesignation: RM AdvisorVertical: RetailRoles and Responsibilities:Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients.Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf.Drive revenue growth while ensuring client profitability and long-term engagement.Provide clients with market insights and investment advisory services based on current financial conditions.Acquire new clients through referrals from existing customers.Reactivate inactive clients through consistent follow-ups and engagement strategies.Ensure timely collection of margins and market-to-market losses.Preferred Candidate Profile:Educational Qualification: Postgraduate degree required.Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm.Hands-on experience in broking with a solid understanding of financial products and market trends.Must not have any self-trading experience.Certification: NISM Series VIII certification is mandatory.Strong expertise in client acquisition, retention strategies, and achieving sales targets.Prior experience in the broking industry is essential.If your profile matches the above requirement, please share your updated CV to
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Equity Advisor
9 hours ago
Kolkata, India Zenfinet Solutions (OPC) Pvt. Ltd. Full time**Advisor JD** **Roles and responsibilities**: - 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. - To keep abreast with market knowledge and market intelligence - Responsible to ensure all activities are in...
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Equity Advisor
1 week ago
Kolkata, India Acme Services Full timeResponsible to generate brokerage primarily through advising clients on their equity portfolio - Punching orders on the terminal on behalf of 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...
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Equity Advisor
2 weeks ago
Ahmedabad, Kolkata, Mumbai, India QuickTurtle Full time ₹ 6,00,000 - ₹ 20,00,000 per year1) Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error.2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge.3) Keep clients in active category as per the defined norms.4) Activate dormant clients.5) Resolve client querries.6) Maintain records of business on...
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Equity Advisor
2 weeks ago
Kolkata, Raipur, Ranchi, India Apex Services Full time ₹ 6,60,000 per yearDear Candidate,Greetings From "APEX SERVICES"Designation- Assistant manager/Deputy managerRole- Equity DealerCTC- upto-5.5 LPA + incentive + Other benefitROLES & RESPONSIBILITIES:1) Trading on behalf of the clients2) Building relationships with clients & educating them about Investments3) Client Acquisition as per targets and cross selling of 3rd party...
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Equity Advisor-Kolkata
2 weeks ago
Kolkata, West Bengal, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 6,00,000 - ₹ 12,00,000 per yearRole & Responsibilities-Advising Clients for Equity Products.Punching orders on behalf of clients after their consent.Generating Brokerage.Passing on research calls and engaging clients to trade.Activating clients for Commodities.Handling important clients and servicing them.Selling third party products.Preferred candidate profile -Qualifications: -A...
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Sales Advisor
1 week ago
Kolkata, India Career Comfort Full timeAdvisor required for a Leading Broking firm!!! - Advisor - Bring revenue to organization by helping clients invest more on his suggestions in equity market. - Sales pro, Street Smart, Confident to handle client’s objections & having in-depth knowledge in equity market are required skillsets - Work from office & field Job - Min 5 years of experienced in...
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Equity Advisor
3 hours ago
Ahmedabad, Kolkata, Mumbai, India QuickTurtle Full time ₹ 9,00,000 - ₹ 12,00,000 per year1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error.2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge.3) Keep clients in active category as per the defined norms.4) Activate dormant clients.5) Resolve client querries.6) Maintain records of business on...
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Equity Dealer
2 weeks ago
Kolkata, West Bengal, India Wrixty Services pvt Limited Full time**Job Title**: Equity Advisor **Roles & Responsibilities**: - Execute orders on behalf of clients based on their investment preferences and strategies. - Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. - Actively cross-sell third-party investment products such as Insurance,...
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PCG and Retail Advisor
5 hours ago
Bengaluru, Chennai, Kolkata, India Genius Consultants Full time ₹ 10,00,000 - ₹ 15,00,000 per yearPCG ADVISOR - JDDesignation: Equity AdvisorRoles and Responsibilities: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.Promote and cross-sell third-party investment products, including...
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Pcg Advisor
9 hours ago
Kolkata, West Bengal, India Wrixty Services pvt Limited Full timeLooking PCG ADVISOR in Kolkata Connect HR - 863 833 0959 Any Graduate - Male /Female both can apply 1-3 Years experience required from same background must have knowledge about commodity market, Advising clients on equity, derivatives currency Client management Client Acquisition Client Queries Cross selling Advisor Performance Salary -4-13...