Equity Advisor

Equity Advisor Job Description: Position Overview: Seeking a skilled Equity Advisor to provide expert guidance on equity investments and portfolio management. Analyze market trends, evaluate opportunities, and develop personalized strategies. Advise clients, construct portfolios, and monitor performance. Strong analytical and communication skills...

**Job Description for Equity Advisor**: As an Equity Advisor, you will be responsible for providing expert advice and guidance on equity investments to clients, which may include individual investors, institutional investors, and financial advisors. Your role will involve conducting thorough research and analysis of equity markets, monitoring trends, and...

Designation : Equity Advisor / Equity Dealer Experience: 1 to 3 Off time : 8:30 to 5:30 Role n responsibilities 1 order puching 2 3:30 Crossing sales Compulsory Nims:8 LOCATION :PRABHADEVI **Salary**: ₹20,000.00 - ₹28,000.00 per month Schedule: - Day shift Ability to commute/relocate: - Mumbai, Maharashtra: Reliably commute or planning to relocate...

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 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 -...

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.Minimum 3 years+experience into equity advisor or dealing. 2.salary upto 7 lpa 3.can join in 15 days **Salary**: ₹30,000.00 - ₹60,000.00 per month **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental pay types: - Performance bonus Ability to commute/relocate: - Mumbai, Maharashtra: Reliably commute or planning...

Mandate open in leading Broking Company. !! Designation - Equity Advisor NISM 8 Mandatory Location - Vashi Graduate + 6 months Exp Salary - 4.5 LPA+ incentives Roles And Responsibilities: - Responsible for generating brokerage primarily through advising clients on their equity portfolio - Punching orders on the terminal on behalf of clients - Develop and...

Opening: 10 Nos.- Job ID: 57564- Employment Type: Full Time- Reference: - Work Experience: 0 To 10.0 Year(s)- CTC Salary: 0.00 LPA TO 5.00 LPA- Function: Other- Industry: Banking/Financial Services- Location: - Mumbai - Mumbai-suburbs - Navi-mumbai Posted On: 06th Apr, 2023 **? Ability of volume trading for clients ? Ability of cross selling of other...

JOB DESCRIPTION SUMMARY 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,...

JOB DESCRIPTION SUMMARY 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,...

**NISM 8 Certificate Mandatory** **Key Responsibilities**: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with a book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross-selling of other products like Mutual funds, PMS, and...

**Designation - Digital Relationship Manager(Equity Advisor)** **Location: Mumbai** **Salary**: - 2.52L pa to 3.50L pa **Roles and Responsibilities**: Relationship Management & Cross selling of products like Mutual Funds, SIP, Insurance e.t.c Handling the portfolios of the clients. - 6 months or Internship Experience Preferred in Stock Market -...

KeyResponsibilities Responsible forincrease Turnover Cash & FO increase in Market share inrespective region/Zone Interacting with clientsof Region on Research calls & equity products(Participation)with high conviction Travelling to Branchlocation & meeting Clients for presentation on Market and ourrecommendations Tracking efforts of Dealers ofthe...

Greetings From "APEX SERVICES" **Designation** - Equity & Derivatives Dealer/PCG Dealer **Min Experience** -1 YRS & above **CTC - 7 LPA..** **Other perks -** Incentives + Career Progression Plan + PF + ESIC + Mediclaim (Employee + Family) + Paid Leaves + Annual Increment + Performance LinkedIn Bonus. Graduate / Post Graduate (Finance) with NISM VIII...

**Job title: Advisor - Equity, Derivatives, Algo** - Achieve and exceed monthly sales targets. - Build and maintain a strong and satisfied client base. - Develop and implement innovative investment strategies to meet the evolving needs of clients. **Requirements**: **Skills**: - Excellent communication and interpersonal skills to build and maintain...

Job Location: Mumbai Role & Responsibilities •Responsible for handling HNIs/UHNIs - to generate equity brokerage revenue & cross sell revenue through various financial/ Wealth products •Advising HNI & Ultra HNI clients in equity & derivatives and wealth products •Onboarding, handholding and educating clients on various products •Having strong...

Job Location: MumbaiRole & Responsibilities•Responsible for handling HNIs/UHNIs - to generate equity brokerage revenue & cross sell revenue through various financial/ Wealth products•Advising HNI & Ultra HNI clients in equity & derivatives and wealth products•Onboarding, handholding and educating clients on various products•Having strong knowledge...

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...