Equity Advisor

**Job Description - Equity Advisor** **Company Name**: Motilal Oswal Finance Service ltd **Designation**: Equity Advisor **Location**: Shivaji Nagar, Pune **Salary:Upto 5.5 LPA** **About Company**: “ **Motilal Oswal Financial Services Ltd** (MOFSL) was set up by **Motilal Oswal** and **Raamdeo Agrawal** as a broking house in 1987. The company is...

Current Designation : Equity Dealer Experience : 6 Month to 2 Years CTC : Upto 5.50 LPA Location : Pune Required Skill equity advisor/dealer - worked on terminal - live market Qualification : Graduation + NISM **Salary**: ₹350,000.00 - ₹450,000.00 per year Schedule: - Morning shift

Required Equity Advisor For reputed Investment Firm in pune, multiple requirements. 1) Calling and activating inactive clients of branch. 2) Generating Broking revenue from given clients. 3) Meeting regularly all the clients for market updates 4) New client acquisition 5) Cross selling of products like Mutual Fund, Insurance, Private Equity,PMS...

Required Equity Advisor For reputed Investment Firm in pune, multiple requirements. 1) Calling and activating inactive clients of branch. 2) Generating Broking revenue from given clients. 3) Meeting regularly all the clients for market updates. 4) New client acquisition 5) Cross selling of products like Mutual Fund, Insurance, Private Equity,PMS...

Required Equity Advisor For reputed Investment Firm in pune, multiple requirements. Location - multiple location in pune. Required skillset - Computer basics. Training - 3 months training. Salary Range 10000- 15000 **Salary**: From ₹10,000.00 per month **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental pay...

Required Equity Advisor For reputed Investment Firm in pune, multiple requirements. 1) Calling and activating inactive clients of branch. 2) Generating Broking revenue from given clients. 3) Meeting regularly all the clients for market updates 4) New client acquisition 5) Cross selling of products like Mutual Fund, Insurance, Private Equity,PMS...

Job description - 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...

Responsible to generate brokerage primarily through advising clients on their equity portfolio - Punching orders on 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...

Company DescriptionFinsun Advisor Pvt Ltd is a financial and business advisory firm based in Pune. Our services include Credit Rating Advisory, Debt & Equity syndication, Foreign funding, Structured Solutions, Bridge Funding, Due diligence, Corporate transaction Advisory and Risk Management, Business-modelling and Evaluation of Process Controls and Risk...

Reference Code: - 497-03 - Job Title: **Dealer / Trade Advisors - Financial Services - Pune** - Category: - Broking - Job Description: - Job Title: Dealer / Trade Advisors - Financial Services - Pune - Job Responsibility - These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise...

**Job Overview**: **Key Responsibilities** - **Below is the JD/KRA’s for the positions.**: - **Advisor CTC - Max-5LPA Terminal Seating New client acquisition.**: - **to acquire 2-3 new clients Revenue generation**: - **revenue to be generated from broking accounts which are self-sourced and are sourced by RM’s Cross selling of third party investment...

Job Description Position Overview: We are currently seeking an experienced and dynamic M&A and Private Equity Manager to join our esteemed Client. The ideal candidate will possess extensive expertise spanning the entire transaction lifecycle, including pre-deal analysis, deal execution, post-deal integration, and value creation. This role offers a unique...

**Job Title - Finance Business Advisor, AVP** **Location - Pune** **Role Description** It is crucial for the bank to understand how profitable each businesses activity is and Finance has a responsibility to understand precisely the resource commitment the bank makes to any given client or transaction e.g. cost, capital, funding, liquidity and risk....

Designation: Client Relationship Manager-PCG AdvisoryVertical: Private Client GroupLocation: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ HyderabadAs a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency...

- Create and maintaining earnings, valuation, and industrial models for allocated no. of stocks- Analyze data to identify emerging opportunities and risks, justifying your reasoning- Provide Buy recommendations and present findings to the research committee- Maintain constant coverage of industry-related news, trends, and developments- Devise and perform...

Designation: Client Relationship Manager-PCG AdvisoryVertical: Private Client GroupLocation: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ HyderabadAs a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets.Responsibilities:Advising...

**Job Purpose** Wealth Counsellor will work with Relationship Managers / Regional Heads / Sr Regional Heads and Market Head to provide clients with professional guidance on Investment products. Partner and build the Investments business in line with the bank?s strategy so as to achieve and maintain leadership position in the location / region. **KEY...

Company Description AB is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the world. AB employs more than 500 investment professionals with expertise in growth equities, value equities, fixed income securities,...

Job Summary Senior technical resource may serve as technical advisor for team• Provides specialized technical input to studies and design for staff's specific area of expertise.• Develops study and design procedures to facilitate high quality cost effective work by others.• Participates in interdisciplinary review of project deliverables.• Develops...

About Birlasoft:Birlasoft, a powerhouse where domain expertise, enterprise solutions, and digital technologies converge to redefine business processes. We take pride in our consultative and design thinking approach, driving societal progress by enabling our customers to run businesses with unmatched efficiency and innovation. As part of the CK Birla Group, a...