Equity advisor
6 days ago
Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & DelhiDesignation: RM Advisor Vertical: 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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Client Advisor-Private Client Group
2 weeks ago
GTB Nager, India Chola Securities Full timeLocation: Chennai, Bangalore, Hyderabad, Kolkata, Pune & DelhiDesignation: Equity AdvisorVertical: Private Client GroupRoles 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...
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Client advisor-private client group
1 week ago
Gtb Nager, India Chola Securities Full timeLocation: Chennai, Bangalore, Hyderabad, Kolkata, Pune & DelhiDesignation: Equity AdvisorVertical: Private Client GroupRoles 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...
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Research Analyst
2 weeks ago
GTB Nager, India Truemind Capital Full timeA funded, fast-growing Global private wealth management company looking for bright & growth-oriented candidates who will work directly with the founders as part of the core team. We are looking for an experienced person with a background in investment research & analysis, and an understanding of investment advisory & financial planning.The ideal candidate...
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Associate - General Corporate Law
3 weeks ago
GTB Nager, India GGV Full timeArea: General Corporate – PE, VC, M&AJob Description: We are looking to hire highly motivated and skilled Associates for a top tier law firm based in Delhi for their General Corporate practice.The ideal candidate will bring proven experience in Private Equity (PE), Venture Capital (VC), and Mergers & Acquisitions (M&A) transactions. You will work closely...
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Research Analyst
1 week ago
GTB Nager, India Truemind Capital Full timeA funded, fast-growing Global private wealth management company looking for bright & growth-oriented candidates who will work directly with the founders as part of the core team. We are looking for an experienced person with a background in investment research & analysis, and an understanding of investment advisory & financial planning.The ideal candidate...
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Research Analyst
1 week ago
GTB Nager, India Truemind Capital Full timeA funded, fast-growing Global private wealth management company looking for bright & growth-oriented candidates who will work directly with the founders as part of the core team. We are looking for an experienced person with a background in investment research & analysis, and an understanding of investment advisory & financial planning.The ideal candidate...
