Equity Dealer-hni

Individuals possessing a robust existing HNI client base and the capability to nurture enduring relationships are strongly encouraged to apply. - _Any Graduate having NISM-Series VIII certification;_ - _At least 3 consecutive years of experience in handling HNI clients' equity portfolio in the professional manner and capacity._ ** Fixed Salary + Incentive...

Job description - Customer relationship manager ( Brokerage industry) Location - kolkata Experience - minimum 1 year Salary - as per company norms Roles and Responsibilities: 2. Promote Focus Product of the month Structure Products 5. AUM of Privilege Clients 6. Suggesting the scrip to the client for trading and ensuring maximum profit to client...

Location - Kolkata (West Bengal ) - Should have NISM (Dealers Module) Certificate. - Should have minimum 4 years experience in Dealing in "Option Trading" - Have experience Dealing with HNI and UNI Clients. - Knowledge about Terminals. - Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. - Update clients for orders and...

**Job Roles**: - Provide expert advice to clients on their investments in Equity, Derivative & Currency Market. - Execute client orders with a focus on speed and accuracy. - Brokerage Revenue: - Take responsibility for achieving brokerage revenue targets. - Expand the client base through referrals from existing clients. **Order Placement**: - Efficiently...

From 1 to 6 year(s) of experience - ₹ 1,00,000 - 5,00,000 P.A. - Kolkataor **Roles and Responsibilities** 1. Communicating trading calls and investing Ideas to customers.2. Thorough knowledge of all exchange rules, regulations and compliances.3. Ability to advise the clients from time to time based on the research calls. **Perks and Benefits** -...

Jobdescription Acquisition of minimum 3 clients per month for offline equitydealing and advise the same. Reviewrelationship in case of existing clients and increase revenuethrough them Obtain minimum five clientreferences from existing and new clients for businessexpansion. Client Servicing based onresearch and back office inputs Orderexecutions in NSEBSE...

JobdescriptionAcquisition of minimum 3 clients per month for offline equitydealing and advise the same. Reviewrelationship in case of existing clients and increase revenuethrough them Obtain minimum five clientreferences from existing and new clients for businessexpansion. Client Servicing based onresearch and back office inputs Orderexecutions in NSEBSE and...

Location - Kolkata (West Bengal ) - Should have minimum 3 years experience in Dealing in Commodity, Nifty, Future and Options. - Should have NISM (Dealers Module) Certificate. - Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. - Update clients for orders and trade on the recorded line. - Maintain active clients as per...

_**-:Stock Market Relationship Manager: - **_ - **Responsibilites: - **_ - Vast knowledge and experience about Stock Market **_ - Identifying and signing-up referral partners for sales. - Selling equity-based investment products. - Sourcing and building relationships with HNI/UHNI clients. - Face to face dealing with clients. - Ability to close sales calls...

Kolkata 4 - 10 years **Job Description**: - 1. Execute the orders on behalf of clients. 2. Punch orders for clients on NSE/ BSE terminals. 3. Drive focus on generating new business/client base. 4. Advising clients with regard to their Investments in Equity & Derivatives Market, placing orders on their behalf. 5. Building relationships with the client &...

Hands-on Experience in managing High Net worth Individuals (HNI) Client acquisition, Building and maintaining strong client relationships. Advising and sourcing the new clients regarding the sales of Demat accounts, Mutual funds, and insurance. Assisting Affluent clients with their investments, managing their overall financial portfolio, and deepening the...

Hands-on Experience in managing High Net worth Individuals (HNI) Client acquisition, Building and maintaining strong client relationships. Advising and sourcing the new clients regarding the sales of Demat accounts, Mutual funds, and insurance. Assisting Affluent clients with their investments, managing their overall financial portfolio, and deepening the...

Hands-on Experience in managing High Net worth Individuals (HNI) Client acquisition, Building and maintaining strong client relationships. Advising and sourcing the new clients regarding the sales of Demat accounts, Mutual funds, and insurance. Assisting Affluent clients with their investments, managing their overall financial portfolio, and deepening the...

About Us: Tradx Equisearch is a leading one-stop solution for all financial needs, providing comprehensive financial services and solutions to our esteemed clientele. As an established and reputed financial firm, we are committed to delivering excellence and building long-term relationships with our clients. Job Summary: We are seeking a dynamic and...

Job Purpose:Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.New client acquisition for Broking , Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targetsKey Deliverables:Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done...

Job Purpose:Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.New client acquisition for Broking , Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targetsKey Deliverables:Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done...

Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.Promote Focus Product of the month.Candidate should be able to acquire HNI Clients and able to sell...

**Role & responsibilities** RM- Customer Engagement. - To up sell AMC MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. - Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. - Profiling...

Job Purpose:Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.New client acquisition for Broking , Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targetsKey Deliverables:1. Ensure timely advice to customers for Equity and Derivative markets2. Portfolio Review to be...

**Opening**: 1 Nos.**Job ID**: 82279**Employment Type**: Full Time**Reference**: **Work Experience**: 3.0 Year(s) To 8.0 Year(s)**CTC Salary**: 1.50 LPA TO 2.50 LPA**Function**: BFSI, Investments & Trading**Industry**: Investment Banking / Venture Capital / Private Equity**Location**: Kolkata **Posted On**: 30th Apr, 2024 **Responsibilities**: - Execute...