HNI Equity Dealer
4 weeks ago
Kotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.
We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL processes lakhs of secondary market trades every day.
A one stop shop to clients Investment needs in-Direct stock trading, MF/PMS/AIF/Bonds/Corporate FD’s, Global equity investments, Unlisted & Pre IPO funds, Credit Solutions- LAS, ESOP financing, IPO funding, Business & Consumer loans, and Life & General Insurance, Estate planning among others.
Position Summary
We are looking at expanding our PCG Dealing as we feel in the current regulatory environment a broking house will be better placed in comparison to a bank to offer interesting & effective investment products to clients.
Also PCG Dealing in the broking house understand the pulse of the markets since they have lot of access to quality research.
Position : Private Client Group - PCG Dealing
Reporting to : Vice President
Locations : Bangalore, Hyderabad, Chennai
Responsibilities
- Managing financial portfolios of and on boarding High net-worth individuals and Corporate Clientele
- Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
- Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
- Attain maximum reach of investment ideas/stock calls initiated
- Achieve healthy revenues without compromising on clients profitability
- Ensure active management of clients & achieve the target active AUM
- Have clear focus on client mining
- Assist in new client acquisition, building new relationships and increasing depth in existing relationships
- Conduct regular Client Meetings & update the same in the meeting tracker
- Keep abreast of the market news, financial trends and current affairs
Preferred Eligibility
- Minimum of 4+ years of experience as a Equity Dealer/trader in a broking firm.
- Certified in NISM/NCFM VIII certificate is Mandatory.
- Must have a sound understanding/knowledge of capital markets.
If you wish to apply for this job position, please send in your application to
-
Equity Dealer
7 days ago
Vasanth Nagar, Bengaluru, Karnataka, India Tradebulls Securities Pvt Ltd Full timeTRADEBULLS SECURITIES PVT. LTD is HIRING HNI EQUITY DEALER / ADVISOR Experience: 2+ year (preferred) Location: Bengaluru, Karnataka JOB DESCRIPTION: - 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...
-
HNI Equity Dealer
4 weeks ago
Bengaluru, India Kotak Securities Full timeKotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...
-
Equity Dealer
1 week ago
Bengaluru, India Nexus HR Consultants Pvt Ltd Full timeClient acquisition – HNI/UHNI/PCG • Active management of clients to – maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth • Responsible for activation of trading account of clients in the system to maximize volume and...
-
HNI Equity Dealer
1 month ago
Bengaluru, India Kotak Securities Full timeKotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...
-
HNI Equity Dealer
4 weeks ago
Bengaluru, India Kotak Securities Full timeKotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...
-
Equity Dealer
4 weeks ago
Vasanth Nagar, Bengaluru, Karnataka, India Tradebulls Securities Pvt Ltd Full time**Urgently Hiring for Tradebulls securities pvt ltd !!!!!!!** 1. An equity trader buys, holds or sells various equity products on stock exchanges. 2. Advising powerful stocks and generating revenue by trading on behalf of the client. 3. Meet Non-Trading Customers and activate them 4. To execute trades for clients in NSE, BSE & FNO Segments - Has more than 1...
-
Equity Dealer
7 days ago
Bengaluru, India Vachana Investments Pvt. Ltd. Full timeResponsible for achieving individual and teams revenue targets in general and brokerage targets in specific. - Responsible for achieving revenue targets following the right code of conduct and keeping in mind clients profitability and requirements. - Responsible for Cross Selling of Third Party Products and achieving revenue targets individually and from the...
-
Equity Dealer
19 hours ago
Bengaluru, Karnataka, India Religare Broking Limited Full time**Principal Accountabilities*** As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new cliental base and drive wealth business equally. **Job Description**: - Execute the orders on behalf of clients. - Ensure the volume of trade is...
-
Equity Dealer
4 weeks ago
Sadashivanagar, Bengaluru, Karnataka, India Acme Services Full timeJob 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...
-
Equity Dealer
5 days ago
Bengaluru, India Acme Services Full timeJob 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...
-
Equity Dealer
6 days ago
Hebbal, Bengaluru, Karnataka, India ATS SHARE BROKERS PVT. LTD. Full time**Responsibilities**: 1) Client Relationship Management. 2) Revenue generation. 3) Drive focus on generating new business/ client base. 4) Product knowledge. 5) Keep abreast with the market Knowledge and market Intelligence. 6) Provide information and regular updates to immediate manager. 7) Trade confirmation to clients. Pay: ₹180,000.00 -...
-
Equity Dealer
6 days ago
Sadashivanagar, Bengaluru, Karnataka, India Acme Services Full timeJob 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...
-
Equity Dealer-leading Securities Company-5.5 Lpa
4 weeks ago
Bengaluru, India JOBS N TA HR Services Full timeAdvising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf.
-
Equity Dealer Nism 8 Certification
7 days ago
Jayanagar, Bengaluru, Karnataka, India InstaTalent Recruit LLP Full timeCompany Description the company offers broking services in Equity, Currency and Commodity **Job Description**: - Execute the orders on behalf of clients. - Ensure the volume of trade is higher & clients trade frequently. - Promoting research calls to increase volume & frequency of trade. - Maintaining high Activation Ratio and High no. of traded...
-
Bengaluru, India JOBS N TA HR Services Full timeJob Description: - Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf. - Building relationships with the client & educating them about Investments. - Responsible for achieving brokerage. - New Client Acquisition - Executing Trades Orders. - Advising client based on Research report
-
Equity Dealer
7 days ago
Jayangar III Block, Bengaluru, Karnataka, India Talent Hr & learning Full timeCompany : SHAREKHAN Sharekhan is an Indian retail Brokerage.pinoneer of online trading in India.It offers broad range of financial product and services including securities brokerage, mutual fund distribution ,loan against shares Headquarters:Mumbai Founded : 2000 24years ago Parent: BNP paribas JD Activating inactive clients Suggesting mutual...
-
Client Relationship Manager
2 weeks ago
Bengaluru, India Cholamandalam Securities Limited Full timeDesignation: 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...
-
Commodity Dealer
5 days ago
Bengaluru, India Acme Services Full timeJob 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...
-
Tata Steel
19 hours ago
Bengaluru, India Tata Steel Limited Full timeRoles & Responsibilities :- Drive customer facing initiative-Plan and coordinate various consumer connecting platforms including Aashiyana / Sampoorna. Coordinate Customer Satisfaction Surveys etc.- Facilitate Retail Value Management(RVM)activities to drive channel capacity Augmentation and Improve/ strengthen the channel quality driving premiumization and...
-
AGM - Digital and Alliance Lead
2 weeks ago
Bengaluru, India Vodafone Idea Limited Full timeVodafone Idea Limited is an Aditya Birla Group and Vodafone Group partnership. It is India’s leading telecom service provider. The Company provides pan India Voice and Data services across 2G, 3G and 4G platform. With the large spectrum portfolio to support the growing demand for data and voice, the company is committed to deliver delightful customer...