Equity Advisor

4 weeks 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 etc.

Location - multiple location in pune.

Training - 3 months training for our side.

Salary Range - Above 15000

**Salary**: From ₹15,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Application Question(s):

- Must know basic computer

**Language**:

- Hindi, Marathi, English (preferred)


  • Equity Advisor

    1 month 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 days ago


    Santacruz East, Mumbai, Maharashtra, India Almondz Global Securities Limited Full time

    Job Opening in NBFC Financial Sector Job Title: Equity Advisor Location: Mumbai Santacruz Job Description: As an Equity Advisor, you will be responsible for providing expert advice and recommendations to clients regarding their equity investments. You will conduct thorough research and analysis of equity markets, sectors, and individual stocks to identify...

  • Equity Advisor

    1 month 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

    1 month 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

    4 weeks 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

    1 month 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

    4 weeks 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 ₹15,000.00 per month **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental pay...

  • Equity Advisor

    3 weeks ago


    pune, India TEKPILLAR SERVICES Full time

    We arelooking for a Equity Advisor in Indias Leading Financial ServicesCompany. JobRoles andResponsibilities: Advising Super HNI clients on EquityDerivatives currency & commodity Markets. Individually handling clients with the book size of 25lacs & above. Creation of revenue &Activation of clients through effective Advisory. Cross selling of other...

  • Equity Advisor

    1 month 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...

  • Equity Advisor

    1 month ago


    Mumbai, Maharashtra, India Onesource Atreus Full time

    Position: Relationship Manager. Education and Qualification: Graduate (Any Stream). Preference would be accorded to BFM, BBI, BAF, BMS. MBA or equivalent in Finance/Marketing LocationThane Wagle Estate Experience: 1 Year Offered 1. Proficient in MS office 2. Fluent in both verbal and written Communications - 3. Good understanding of equity and...

  • Equity Dealer

    1 month ago


    Andheri, Mumbai, Maharashtra, India Excellent Pro HR Full time

    We have opening for Equity dealer with us PFB: - Role-Equity Dealer/Equity advisor/Equity trader/senior Equity dealer Revenue generation : - Responsible for generating brokerage primarily through advising clients on their portfolio. Responsible for acquiring new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life...

  • Equity Advisor

    1 month 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

    1 month ago


    Malad, Mumbai, 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...

  • Advisor and Dealer

    5 days ago


    Mumbai District, Maharashtra, India Serving Skill Full time

    Handling team of Advisors. Advising & execution of orders on behalf of clients on equity, derivatives and option strategies Key Deliverables 1. Handling Team of NRI Advisors & Driving Revenue from Advising & execution of orders on behalf of clients on equity, derivatives and option strategies 2. Achieving the targets set for Team on Cross-selling...

  • Marketing Assistant

    2 days ago


    Pune, India Finsun Advisor Pvt Ltd Full time

    Company DescriptionFinsun Advisor Pvt Ltd is a financial and business advisory firm based in Pune. Our services include Credit Rating Advisory, Debt & Equity syndication, Foreign funding, Structured Solutions, Bridge Funding, Due diligence, Corporate transaction Advisory and Risk Management, Business-modelling and Evaluation of Process Controls and Risk...

  • Marketing Assistant

    5 days ago


    Pune, India Finsun Advisor Pvt Ltd Full time

    Company DescriptionFinsun Advisor Pvt Ltd is a financial and business advisory firm based in Pune. Our services include Credit Rating Advisory, Debt & Equity syndication, Foreign funding, Structured Solutions, Bridge Funding, Due diligence, Corporate transaction Advisory and Risk Management, Business-modelling and Evaluation of Process Controls and Risk...

  • Advisor-nri Desk

    1 month ago


    Mumbai, Maharashtra, India Koushika Enterprises Private Limited Full time

    Position : Advisor-NRI Desk Location : Mumbai JD - Advising & execution of orders on behalf of clients on equity, derivatives and option strategies. - Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. - Responsible for...

  • Equity Advisor

    4 weeks ago


    Mumbai, Maharashtra, India Riverforest Connections Full time

    **Key Responsibilities** Responsible for increase Turnover Cash & FO increase in Market share in respective region/Zone Interacting with clients of Region on Research calls & equity products(Participation) with high conviction Travelling to Branch location & meeting Clients for presentation on Market and our recommendations Tracking efforts of Dealers of...

  • Commodity Advisor

    1 month ago


    Malad, Mumbai, Maharashtra, India Acme Services pvt ltd Full time

    Designation : Commodity Advisor Ø Advising Clients for Commodities and Currency products. Ø Punching orders on behalf of clients after their consent. Ø Generating Brokerage. Ø Passing on research calls and engaging clients to trade. Ø Activating clients for Commodities. Ø Handling important clients and servicing them **Job Types**: Full-time,...

  • Investment Advisor

    5 days ago


    Mumbai District, Maharashtra, India Serving Skill Full time

    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...