Equity Advisor

**Position - NRI Advisor (Role Involved advising & dealing (trading) -**Managing the portfolio of the Mapped NRI clients. **(No sales involved)** ** Advising & Dealing Experience**: - on Equity,derivates & option strategy ** Client Handling Experience or Acquisition**: - HNI/Ultra HNI client. - **Aum Size** - currently handing - **Financial product...

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. 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...

Designation: - Equity Advisor Requirement: - NISM 8 Certification is must !!! - Good communication - handling Outbound calls - Approaching customers for the reactivation of demat **Salary**: ₹12,000.00 - ₹15,000.00 per month Schedule: - Day shift Ability to commute/relocate: - Mumbai, Maharashtra: Reliably commute or willing to relocate with an...

1. Trade Execution: Execute buy and sell orders for equities in accordance with client instructions, market conditions, and MIFID II trading regulations. 2. Market Analysis: Analyse market trends and economic indicators to inform trading decisions and provide insightful recommendations to clients. 3. Client Communication: Maintain regular contact with...

A "telesales equity advisor" job description entails actively contacting potential clients via phone to provide expert advice on equity investments, analyzing their financial needs, and recommending suitable investment strategies with the goal of generating new accounts and achieving sales targets within a brokerage firm or financial institution, primarily...

Dealer / Trade Advisors Experienced professionals in the stock markets having 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). You should be NISM certified, Graduate and must have experience trading on the terminal.Candidates with Non NISM...

**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-** - LOCATION- GAP- KOLKATTA- 12- CHANDIGARH- 4- DELHI- 10- GURGAON- 5- JAIPUR/KOTA- 1+1- KANPUR- 3- ALLAHABAD- 2- LUCKNOW- 5NOTE - Client acquisition. - Dealing behalf of client & generate revenue. - Age max 40 - NISM -8 Certified mandatory. - CTC 3L to 6L( as per experienced) - Employment gap not more than 3months - CIBIL Score minimum 650 - Other...

_**Job Specifications**_ - _**Role Designation: Sr. Advisor Department: PCG**_ - _**Function: Advisory Company: MOFSL**_ - _**Reporting to: Group Advisory**_ - _**Leader-PCG Location: Mumbai**_ Job Purpose Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment Key Deliverables 1. Ensure the timely delivery of...

Urgently Hiring for the Equity Dealer. Designation - Equity Dealer. Location - Malad CTC- Upto 6 LPA **Key Responsibility: - ** - Advising HNI clients on the portfolios and cross selling of third party products. - For managing day to day or daily client risk. To coordinate with CSE for along with resolving client queries like software download, terminal...

Equity Sales. Experience : 1 - 3 years Retail Sales Budget upto - Fixed 5.5 LPA + 4 LPA variable pay Location : Lower Parel East Mode of Interview - Face to Face (2 Rounds) Next to Lower Parel railway station.(western) & near Curry Road Railway station (central) Working Time 9am to 6pm / 10am to 7pm /Mon to Fri. Key Roles / Responsibilities - Plan the...

Hi, **About JM Financial**: JM Financial is an integrated and diversified financial services group. The Group’s primary businesses include -Investment Bank (IB) shall cater to Institutional, Corporate, Government and Ultra High Net worth clients and includes investment banking, institutional equities and research, private equity funds, fixed income,...

We are seeking a motivated and enthusiastic individual to join our team as a Financial Advisor. In this role, you will be responsible for providing financial advice to clients and helping them achieve their financial goals. As a financial advisor, you will work with clients to assess their financial needs, develop suitable financial plans, and help them make...

**Company Description** Broking /Asset Management Advisor - 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 products - NISM 8 certification is mandatory **Additional...

Responsible for generating 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. - Building relationships with clients & educating them about Investments. - Assist/Guide customer in investment diversification into different investment options (MF,...

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 updated with the...

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 updated with the...