Equity Advisors

At **Stephead Advisors Private Limited**, we provide a unique combination of expertise in planning and execution of every type of requirement of our clients. A pragmatic and research oriented management team at Stephead Advisors Private Limited has a blend of specialist from the finance, legal, management, accounting, taxation and technical fields working as...

Advisor JD Roles and responsibilities: 1. 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. 2. To keep abreast with market knowledge and market intelligence 3. Responsible to ensure all activities are in adherence...

Overview Role and Responsibilities: Besides managing the Equities Investment & Trading portfolio of the existing & new clients 1. Responsible to generate brokerage primarily through advising clients on their equity portfolio 2. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and...

**Early Equities Capital Advisor/Agent** Roles and Responsibilities: - Develop and implement effective strategies to promote our investment products, focusing on Pre-IPO investments. - Utilize existing networks and actively seek new leads and opportunities for investment. - Educate potential clients about our investment products, emphasizing their benefits...

**Early Equities Capital Advisor/Agent** Roles and Responsibilities: - Develop and implement effective strategies to promote our investment products, focusing on Pre-IPO investments. - Utilize existing networks and actively seek new leads and opportunities for investment. - Educate potential clients about our investment products, emphasizing their benefits...

**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...

**Job Title: PCG Advisor** **Key Responsibilities**: - 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 effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. -...

Dealer / Trade Advisors - These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise them on their decisions on the stock market & execute client trade on the terminal (Acquisition & Dealing). Dealers - Person should be NISM certified, Graduate and must have experience trading on the...

Sourcing of HNI clients for Investment Products like Portfolio Management Services (PMS), AIFs, Mutual Funds, Fixed Income, Insurance and Broking A/Cs. Achieving the Business targets assigned for AUM and Revenue, by upscaling and deepening the High Net Worth relationships. Key Deliverables 1. Client sourcing for Investment Products - PMS/AIF/MFs...

**CTC: UPTO 5 LPA** **Graduate with NISM - VIII series. (mandatory)** **1 years of experience is required.** **Responsibilities**: Reactivation of clients & acquisition of new clients - cold calling, through referrals etc - Trade on behalf of clients - Develop and maintain a long-term relationship with customers - Responsible for reactivation of dormant...

Role description ? Reactivation of clients & acquisition of new clients ? open market acquisition, cold calling, through referrals?etc Trade on behalf of clients Develop and maintain a long-term relationship with customers Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads Acquisition of De-mat / Trading...

Reference Code: 497-02 Job Title: **Dealer / Trade Advisors - Financial Services - Ahmedabad** Category: Broking **Job Description**: Job Title: Dealer / Trade Advisors - Financial Services - Ahmedabad Job Responsibility These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise...

**Primary Responsibilities -** 1. Advising clients with regards to their Investments in Equity & Derivatives Market, place orders on their behalf. 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. **Specialized Activities**: 1. Executing Trades Orders. 2....

We are one of the fastest growing wealth management group with diversified business verticals providing integrated wealth management solutions to Individuals and Corporates across India. We provide a wide array of financial services, all of them devised to suit your financial needs, from Equities, Mutual Funds, Fixed Income Instruments, Commodities,...

**Morpheus Consulting: Your Trusted Recruitment Partner** At Morpheus Consulting, we specialize in talent acquisition, relationship management, and delivering exceptional service levels in the regional industry. With over a decade of experience, we have established ourselves as a reputable recruitment specialist, serving clients across Asia, Africa, and the...

Profile - Advisory (Commodities) Location - Ahemdabad Experience - 0 to 2+ Years Job Description - Advising Clients for Commodities and Currency 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...

Ahmedabad, Gujarat, India **Job Description**: Demat account and Retail accounts acquisition for equity, commodity, and currency. - Responsible for generating revenue from Third party product like Insurance, Bonds, FDs - Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF - Will need to be constantly updated with the...

Roles and responsibilities: 1. 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. 2. To keep abreast with market knowledge and market intelligence 3. Responsible to ensure all activities are in adherence as per...

Job Location : Ahmedabad (No Remote)Salary Range: 2 lacs to 5 Lacs + IncentiveJob role ; Sales roleCompany DescriptionWelcome to IMS ProSchool, a distinguished initiative by IMS Learning now in Ahmedabad, along with presence over 16 Branches across India . We specialize in empowering students and professionals to excel in prestigious courses such as ACCA,...

**Job Types**: Full-time, Permanent **Salary**: ₹350,000.00 - ₹600,000.00 per month Schedule: - Day shift - Monday to Friday - Rotational shift **Experience**: - total work: 2 years (preferred) Work Location: In person