Equity Advisor

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...

**Early Equities Capital Advisor/Agent** Roles and Responsibilities: - Develop and implement effective strategies to promote our investment products, focusing on Pre-IPO investments. - Utilize existing networks and actively seek new leads and opportunities for investment. - Educate potential clients about our investment products, emphasizing their benefits...

**Early Equities Capital Advisor/Agent** Roles and Responsibilities: - Develop and implement effective strategies to promote our investment products, focusing on Pre-IPO investments. - Utilize existing networks and actively seek new leads and opportunities for investment. - Educate potential clients about our investment products, emphasizing their benefits...

Sourcing of HNI clients for Investment Products like Portfolio Management Services (PMS), AIFs, Mutual Funds, Fixed Income, Insurance and Broking A/Cs. Achieving the Business targets assigned for AUM and Revenue, by upscaling and deepening the High Net Worth relationships. Key Deliverables 1. Client sourcing for Investment Products - PMS/AIF/MFs...

**Job description** TRADEBULLS SECURITIES PVT. LTD is HIRING HNI EQUITY DEALER / ADVISOR Experience: 2+ year (preferred) Location: Surat, Gujarat JOB DESCRIPTION: - 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...

Job Description Designation   - Sr. Dealer/Trade Advisor/ Sr. Trade Advisor Ideal years of experience - 2-8 years (relevant experience) Organization - Aditya Birla Capital West Locations - Ahmedabad, Pune, Dadar, Thane, Ghatkopar Swastik, Surat South Locations - Coimbatore, Hyderbad, Chennai, Bangalore, Cochin. Dealer / Trade Advisors –...

Profile - Advisory (Commodities) Location - Ahemdabad Experience - 0 to 2+ Years Job Description - Advising Clients for Commodities and Currency products. Punching orders on behalf of clients after their consent. Generating Brokerage. Passing on research calls and engaging clients to trade. Activating clients for Commodities. Handling important clients and...

Role description ? Reactivation of clients & acquisition of new clients ? open market acquisition, cold calling, through referrals?etc Trade on behalf of clients Develop and maintain a long-term relationship with customers Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads Acquisition of De-mat / Trading...

Job Title: PCG AdvisorKey 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, Insurance. Handling Queries & complains...

Reference Code: 497-02 Job Title: **Dealer / Trade Advisors - Financial Services - Ahmedabad** Category: Broking **Job Description**: Job Title: Dealer / Trade Advisors - Financial Services - Ahmedabad Job Responsibility These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise...

Job Title: PCG AdvisorKey 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, Insurance.- Handling Queries &...

Job Title: PCG AdvisorKey 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, Insurance.- Handling Queries &...

**Morpheus Consulting: Your Trusted Recruitment Partner** At Morpheus Consulting, we specialize in talent acquisition, relationship management, and delivering exceptional service levels in the regional industry. With over a decade of experience, we have established ourselves as a reputable recruitment specialist, serving clients across Asia, Africa, and the...

**Having good exposure of market - currency product and good knowledge of Stock market.** **Handle trading or advising atleast for 1yr.** **Job Types**: Full-time, Permanent **Salary**: ₹324,179.00 - ₹650,059.70 per year Schedule: - Day shift - Evening shift - Monday to Friday - Morning shift - Rotational shift **Education**: - Bachelor's...

Key role & responsibilities: Handle a team of Channel Managers. Train, Motivate & get productivity from the team. Acquisition of Franchisee, IFA (Independent Financial Advisors) & Rimesier. Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. Conduct training of Partners for all our products across Direct...

Key role & responsibilities: Handle a team of Channel Managers. Train, Motivate & get productivity from the team. Acquisition of Franchisee, IFA (Independent Financial Advisors) & Rimesier. Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity &...

Hands-on investment experience Participate in the management of investments and perform reviews About Our Client Client is a 3000Cr+ RE Fund with primary focus is investing in mid-income residential projects of well-known developers. We have expertise across all investment structures (equity, structured equity, mezzanine debt, senior debt) and...

Job Description:- Head - Wealth B2B The candidate will be responsible for expanding B2B network for bonds, mutual fund and portfolio management services (PMS) products. Along with B2B network, candidate will also be responsible for on boarding direct clients (B2C). The candidate will be responsible for expanding client base of group with following...

Job Description:- Head - Wealth B2B The candidate will be responsible for expanding B2B network for bonds, mutual fund andportfolio management services (PMS) products. Along with B2B network, candidate willalso be responsible for on boarding direct clients (B2C). The candidate will be responsible for expanding client base of group with...

Position Summary Reporting Manager: Senior Director, Impact & Operations Team Size: 3-5 people  Note: This role can be based out of any of the Teach For India cities mentioned above As Director, the head of the Strategy and Impact team will manage a team of 3-4 members. In order to achieve the vision outlined above, the Director navigates...