Equity Advisor-financial/broking Services-pune

Reference Code: - 456-17 - Job Title: **Equity Advisor - Financial/ Broking Services - Pune** - Category: - Broking - Job Description: - Focusing on customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled our client to...

**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...

Required Equity Advisor For reputed broking house in pune, multiple requirements. Job Profile - Interacting with existing investors and generating broking revenue plus also generating revenue from mutual fund, insurance sales. New account opening on monthly basis by taking references from existing clients and events etc. Location - Pune Required skillset...

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...

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...

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**Motilal Oswal Finance Service ltd** Position **:Equity Advisor** Location **:Shivaji Nagar, Pune** **Requirment**: - 1 Year experience in Equity advisor/ dealer-worked on terminal - live market - Should be NISM VIII passed - Graduation is mandatory **ROLES AND RESPONSIBILITIES**: - Advising Super HNI clients on Equity, Derivatives, currency &...

Pune e Stock Broking Ltd. is a dynamic company seeking a skilled Financial Portfolio Strategist to join our team.We are offering an attractive salary package of ₹8,00,000 - ₹12,00,000 per annum for this role.Job Description:As a Financial Portfolio Strategist, you will play a crucial role in acquiring new clients and managing their investment...

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

**Job Description : Financial Services** **Function**: Sales and Business → Sales / Business Development - Equity Derivatives - Equity Trading - Equity Research - Investment Advisory - Finance **Responsibilities**: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with a book size of 25...

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 them on...

**Pune** **Competency**: BD - Insurance Pune **Department**: Business Development **Designation**: Manager **Legal Entity**: Choice Insurance Broking India Private Limited

Job Role: Equity Dealer Location: Pune Experience: Minimum 6 months of relevant work experience into trading (on terminal/ Live market) Qualification: Graduation /NISM Certificate is mandatory CTC: Up to 5.5 LPA **Salary**: ₹250,000.00 - ₹550,000.00 per year Schedule: - Day shift - Morning shift Ability to commute/relocate: - Pune, Maharashtra:...

Min 6 months experience as equity advisor/dealer - worked on terminal - live market 1. Knowledge of broking, operations knowledge, risk profiling of client along with technical and fundamental understanding. 2. In-depth knowledge of Stocks, Bonds, Mutual funds. 3. Cross Selling & Up selling of various products and offering by MOSL. 4. Visit to franchisee on...

Company DescriptionFinsun Advisor Pvt Ltd is a financial and business advisory firm based in Pune, with a PAN India presence. We provide services in Credit Rating Advisory, Debt & Equity syndication, Foreign funding, and Risk Management. Our team of diverse professionals focuses on industry and client-focused functional knowledge to deliver cost-effective...

Role:  We are seeking a proactive and client-oriented Relationship Manager to join our dynamic team. The successful candidate will play a key role in acquiring new clients, understanding their investment needs, managing their portfolios, and maintaining long-lasting relationships. If you have a passion for financial markets, excellent communication skills,...

Company DescriptionFinsun Advisor Pvt Ltd is a financial and business advisory firm based in Pune, with a PAN India presence. We provide services in Credit Rating Advisory, Debt & Equity syndication, Foreign funding, and Risk Management. Our team of diverse professionals focuses on industry and client-focused functional knowledge to deliver cost-effective...