Senior Equity Client Liaison

3 days ago


Kolkata, West Bengal, India beBeeEquity Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

Equity Relationship Professional Sought:

We are looking for an experienced Equity Relationship Manager to take on a key role in our sales team. As a crucial member, you will be responsible for acquiring and managing high net worth individual client relationships, providing equity advisory services, and driving business growth.

About the Role:

  • Acquire, advise, and handle top-end client relationships
  • Enhance business generation from new and existing clients
  • Maintain strong service-oriented relationships and develop new ones
  • Identify customer requirements and needs gaps, working to bridge them
  • Develop and implement strategies to achieve sales numbers, revenue, and product mix objectives

Key Requirements:

  • 4-12 years of experience in the broking industry in a similar function
  • Proficiency in equity and derivatives products, as well as understanding of equities markets
  • Certification in Equity and Derivative Segment mandatory
  • Graduation or MBA degree

Skill Set:

  • Strong communication and interpersonal skills
  • Ability to build and maintain relationships with clients
  • Knowledge of financial markets and products
  • Strategic thinking and problem-solving skills


  • Kolkata, West Bengal, India beBeeClient Full time ₹ 6,00,000 - ₹ 12,00,000

    Job Title: Senior Client LiaisonWe are seeking dynamic and results-driven professionals to cultivate relationships with potential clients, close sales for premium wedding services against a token booking amount, meet and exceed sales targets, and provide exceptional customer service to ensure a memorable and stress-free experience for clients.About the...

  • Equity Dealer

    7 days ago


    Kolkata, West Bengal, India Manu Stock Broking Pvt. Ltd. Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Company OverviewManu Stock Broking Pvt. Ltd. is a distinguished financial services company headquartered in Kolkata, West Bengal. We specialize in facilitating trading across equities, futures, and currency exchanges. We pride ourselves on offering fast and reliable trading services through platforms like the Bombay Stock Exchange and the National Stock...

  • Equity Dealer

    7 days ago


    Kolkata, West Bengal, India Manu Stock Broking Pvt. Ltd. Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Company OverviewManu Stock Broking Pvt. Ltd. is a distinguished financial services company headquartered in Kolkata, West Bengal. We specialize in facilitating trading across equities, futures, and currency exchanges. We pride ourselves on offering fast and reliable trading services through platforms like the Bombay Stock Exchange and the National Stock...

  • Equity Dealer

    7 days ago


    Kolkata, West Bengal, India AVM FINSERVE Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionAVM FINSERVE is a Kolkata-based organization specializing in finance, offering comprehensive solutions for all financial decisions. We help clients grow their wealth and manage market uncertainties by providing high-quality research on equities and regular market updates. Our services cater to both individuals and corporate clients,...

  • PCG Equity Advisor

    7 days ago


    Kolkata, West Bengal, India Fortune Finserv Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    PCG Equity Advisor (offline only)Company's Name: Reputed Leading Equity Broking Co.Position/Function: PCG Equity Advisor (HNI Clients)Current Compensation : Up to 18 LacsQualification :GraduateNISM certification for equity cash and derivatives modules. years of Experience :4 years +Age :27yrs+Job ResponsibilityThe Candidate should have good understanding...

  • Equity Advisor

    3 days ago


    Kolkata, West Bengal, India Chola Securities Full time

    Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & DelhiDesignation: RM AdvisorVertical: RetailRoles and Responsibilities:- Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.- Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public...


  • Kolkata, West Bengal, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,00,00,000

    Job Title: Equity Market SpecialistJob OverviewWe are seeking an experienced and skilled Equity Market Specialist to join our team. The ideal candidate will have a strong understanding of equity market dynamics and be able to provide expert advice to clients.Key Responsibilities:Activate trading accounts for clients and guide new entrants in understanding...


  • Kolkata, West Bengal, India beBeeInvestment Full time US$ 18,000

    **Private Equity Investment Professional**We are seeking a highly skilled Private Equity Investment Professional to evaluate investment opportunities, support deal execution and manage portfolio companies.**Investment Evaluation & Execution:**Evaluate and analyze investment opportunities through comprehensive financial modeling, valuation and sensitivity...


  • Kolkata, West Bengal, India beBeeCybersecurity Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Title: Senior Client Growth ManagerWe are seeking a highly skilled professional to fill the role of Senior Client Growth Manager. The ideal candidate will have a minimum of 5 years of experience in client success and project management, with a proven track record of success in managing major accounts.The successful candidate will possess technical...

  • Equity Dealer

    4 days ago


    Kolkata, West Bengal, India SMC Global Securities Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Urgent Hiring For - Equity AdvisorExperience:- 2-6 YrsRole & responsibilities1. Execute the orders on behalf of clients by doing pre trade post trade confirmation.2. To ensure to achieves its sales targets.3. Acquiring new business, catering to the needs of existing clients, developing business for the specified branch.4. To achieve sales target in given...