Equity Advisor

1 day ago

Hyderabad Surat Bengaluru, India Quick Turtle Full time

Job Description - Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. - Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. - Keep clients in active category as per the defined norms. - Activate dormant clients. - Resolve client querries. - Maintain records of business on internal software. - Liaison with branches for revenue generation and query resolution - Follow guidelines of Risk management and Settlement - Ensure compliance as per various regulator and organization guidelines. - Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing clients. - Exp.- Minimum 5 year working with Stock Broking Firms - Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation

  • Equity Advisor

    4 days ago

    Surat, India Softpath consulting Full time

    **Urgent #hiring for #leading #Stock Broking company** **Exp: 1 yr experience in similar industry** **Profile: Equity Dealer/ Equity Advisor** **Salary : Upto 6 lacs** **Industry : Broking Industry** **Qualification: Any Graduate** **Location: Pune, Ahmedabad, Mumbai, Rajkot, Nashik** - **Role description -**_ - Reactivation of clients & acquisition of new...

  • Equity Advisor

    1 week ago

    Surat, India AASTHA FINCORP ADVISOR PVT LTD Full time

    EQUITY BROKING AND INSURANCE. FRESHERS AND EXPERIENCED CAN APPLY FOR THE SAME. NEED THE BASIC KNOWLEDGE OF EQUITY AND INSURANCE. Responsibilities and Duties LEAD GENERATION BUSINESS DEVELOPMENTS COLD CALLING MEETING GENERATIONS PRESENTATIONS REPORTS CLIENT ACQUISITON, RETENTION, AND ACTIVATION Required Experience, Skills and Qualifications WE NEED A...

  • Equity Advisor

    2 weeks ago

    Surat, India AASTHA FINCORP ADVISOR PVT LTD Full time

    EQUITY BROKING AND INSURANCE. FRESHERS AND EXPERIENCED CAN APPLY FOR THE SAME. NEED THE BASIC KNOWLEDGE OF EQUITY AND INSURANCE. Responsibilities and Duties LEAD GENERATION BUSINESS DEVELOPMENTS COLD CALLING MEETING GENERATIONS PRESENTATIONS REPORTS CLIENT ACQUISITON, RETENTION, AND ACTIVATION Required Experience, Skills and Qualifications WE NEED A...

  • Equity Advisor

    6 days ago

    Bengaluru, Karnataka, India V4U HR SOLUTIONS Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    We at V4U HR SOLUTIONS are currently hiring for a Equity advisor for Cholamandalam securities.Job location-Bengaluru,Chennai,Company DescriptionCholamandalam Investment and Finance Company Limited (Chola), founded in 1978 as part of the Murugappa Group, has evolved into a leading comprehensive financial services provider. Offering diverse solutions such as...

  • Equity Advisor

    2 weeks ago

    Hyderabad, India Ciel HR Services Full time

    Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf. - Building relationships with the client & educating them about Investments. - Responsible for achieving brokerage. - New Client Acquisition - Executing Trades Orders. - Advising client based on Research report **Job Types**: Full-time, Regular /...

  • Equity Advisor

    6 days ago

    Bengaluru, India Reachmark Solutions Full time

    **Retail Broking Department** **Position: Equity Advisor/Dealer** **1) **Principal Accountabilities**: - Receiving calls - Online Dealing - Buying & Selling of shares - Confirmation & execution of orders - Promoting financial products - Ability to understand the online trading platform **2) **Technical /Specialist Skills & Knowledge Expected For This...

  • Equity Advisor/ Pcg Advisor

    3 days ago

    Bengaluru, India Carveout Tech Full time

    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...

  • Equity Advisor

    3 days ago

    Sadashivanagar, Bengaluru, Karnataka, India Poonam IT Consulting Services Private Limited Full time

    We are Hiring !!! Role : Equity Advisor ( PCG ) Experience : 2+ years Qualification : Graduation Salary : UPTO 7lpa based on experience Location : Sadashivanagr Key Skill : HNI clients handling, Individual Contributor, Demat, Equity Brokerage, 25L above book size. Regards Varshitha V HR 9901946267 **Salary**: Up to ₹700,000.00 per...

  • Pcg Equity Advisor

    6 days ago

    Hyderabad, Telangana, India Quest on the Frontier Full time

    Job Title: PCG Advisor Key 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.** -...

  • Equity Advisor

    4 days ago

    Kailasipalyam, Bengaluru, India Motilal Oswal Financial Services Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Role- Equity Advisor/ Dealer Job Description- 1. Placing orders on behalf of customers 2. Providing advisory services- AUM product penetration 3. Cross selling of third party investment products( Insurance, MF, PMS, SIP's, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) 4. New Client Acquisition & retention 5....