Equity Advisor

5 months ago


Pune, India Credicus Business Services Pvt Ltd Full time

Vacancy for Motilal Oswal.
- 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.
- Handling Queries & complains of client's & solving it within TAT.
- Acquiring new clients & retaining the old clients by periodic meetings.
- Profiling clients by conducting in depth review of client's financial requirements, analysing

information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets &
meetings, con calls.

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹500,000.00 - ₹1,000,000.00 per year

**Benefits**:

- Provident Fund

Schedule:

- Day shift
- Fixed shift

Supplemental pay types:

- Performance bonus
- Quarterly bonus
- Yearly bonus

Ability to commute/relocate:

- Pune, Maharashtra: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- Do you have experience of terminal seating

**Experience**:

- total work: 1 year (preferred)

License/Certification:

- NISM 8 (preferred)

**Speak with the employer**
+91 8263043709


  • Equity Advisor

    5 months ago


    Pune, India A2Tech Consultants Full time

    **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...

  • Equity Advisor

    5 months ago


    Pune, India A2Tech Consultants Full time

    **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 &...

  • Equity Advisor

    5 months ago


    Hinjawadi, Pune, Maharashtra, India Sumi Services Full time

    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

  • Equity Advisor

    5 months ago


    Pune, India Shares And securities Full time

    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...

  • Equity Advisor

    5 months ago


    Pune, India Shares And securities Full time

    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...

  • Equity Advisor

    5 months ago


    Pune, India DQ Full time

    **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...

  • Equity Advisor

    5 months ago


    Pune, India Credicus Business Solutions Pvt Ltd Full time

    **Hiring for Motilal Oswal As PCG Advisor and Equity Advisor** Advising Ultra HNI clients on equity, derivatives, currency & commodity markets. Managing large customers with book size of 25lacs & above. Building strong rapport with Business associate to bring business scalability and quality servicing. Moreover, focusing on customer & BA longevity with...

  • Equity Advisor

    5 months ago


    Pune, India Zenfinet Solutions (OPC) Pvt. Ltd. Full time

    **Advisor JD** **Roles and responsibilities**: - 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. - To keep abreast with market knowledge and market intelligence - Responsible to ensure all activities are in...

  • Equity Advisor

    5 months ago


    Pune, India Shares And securities Full time

    Required Equity Advisor For reputed Investment Firm in pune, multiple requirements. Location - multiple location in pune. Required skillset - Computer basics. Training - 3 months training. Salary Range 10000- 15000 **Salary**: From ₹10,000.00 per month **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental pay...

  • Equity Advisor

    1 month ago


    Pune, Maharashtra, India Shares And securities Full time

    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...

  • Equity Advisor

    5 months ago


    Pune, Maharashtra, India Shares And securities Full time

    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...

  • Equity Advisor

    5 months ago


    Pune, Maharashtra, India Shares And securities Full time

    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...

  • Equity Advisor

    5 months ago


    Pune, India Shares And securities Full time

    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...

  • Equity Advisor

    2 weeks ago


    Pune, India Zeal Hind Groups Full time

    Equity Advisor .Loc : Pune shivaji nagarSalary : 2LPA 6 LPAExp : 2 + yearsNISM Certificate is preferredjd. Advising Ultra HNI clients on equity, derivatives, currency & commodity market. Building strong rapport with Business associate to bring business scalability and quality servicing. Moreover, focusing on customer & BA longevity w by focusing more on...

  • Equity Advisor

    4 months ago


    Pune, India Shares And securities Full time

    Required Equity Dealer For reputed broking house in pune, multiple requirements. Location - multiple location in pune. Required skillset - Computer basics. Training - 3 months training. Salary Range 10000- 15000 **Salary**: From ₹10,000.00 per month **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental pay types: -...

  • Equity Advisor

    5 months ago


    Pune, India Acme Services Full time

    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...

  • Equity Advisor/dealer

    5 months ago


    Pune, Maharashtra, India SkillMentor Connect Full time

    Hiring Experienced Sr. Dealer/Trade Advisor/ Sr. Trade Advisor for stock broking services with one of the leading Firms Pay: Up to ₹600,000.00 per year Schedule: - Day shift **Experience**: - total work: 1 year (preferred) Work Location: In person

  • Equity Advisor

    5 months ago


    Pune Cantonment, Pune, Maharashtra, India Acme Services Full time

    Responsible to generate brokerage primarily through advising clients on their equity portfolio - Punching orders on terminal on behalf of 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...


  • Pune, Maharashtra, India Zeal Hind Groups Full time

    Role Summary:As a seasoned Equity Advisor at Zeal Hind Groups, you will play a pivotal role in advising Ultra HNI clients on equity, derivatives, currency & commodity market. Your primary responsibility will be to build a strong rapport with Business associates to bring business scalability and quality servicing. Additionally, you will focus on customer & BA...

  • Academic Advisor

    2 weeks ago


    Pune, Maharashtra, India Puneri Pattern Pvt Ltd Full time

    At Puneri Pattern Pvt Ltd, we are seeking a skilled Academic Advisor to join our team. The successful candidate will possess a proven track record in business administration, education, or a related field. Key responsibilities will include conducting telephonic counselling sessions for students, ensuring walk-ins of students and parents, and leveraging CRM...