Equity Advisor

22 hours ago


Kolkata, 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 Offerings (IPOs) to existing clients.- Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf.- Drive revenue growth while ensuring client profitability and long-term engagement.- Provide clients with market insights and investment advisory services based on current financial conditions.- Acquire new clients through referrals from existing customers.- Reactivate inactive clients through consistent follow-ups and engagement strategies.- Ensure timely collection of margins and market-to-market losses.Preferred Candidate Profile:- Educational Qualification: Postgraduate degree required.- Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm.- Hands-on experience in broking with a solid understanding of financial products and market trends.- Must not have any self-trading experience.- Certification: NISM Series VIII certification is mandatory.- Strong expertise in client acquisition, retention strategies, and achieving sales targets.- Prior experience in the broking industry is essential.If your profile matches the above requirement, please share your updated CV to


  • PCG Equity Advisor

    2 weeks 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...

  • Senior Equity Advisor

    2 weeks ago


    Greater Kolkata Area, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role DescriptionThis is a full-time on-site role for a Senior Equity Advisor located in the Greater Kolkata Area. The Senior Equity Advisor will be responsible for providing strategic investment advice, managing client portfolios, conducting in-depth financial analysis, and delivering top-tier customer service. The role involves developing and maintaining...

  • Equity Advisor

    4 days ago


    Kolkata, 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 Offerings...


  • Kolkata, West Bengal, India Onboard Hr Services Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Inviting Equity Sales Trader - (Advisor cum Dealer) with Leading Financial Services at Kolkata

  • Senior Equity Advisor

    2 weeks ago


    Kolkata, West Bengal, India AnandRathi Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients.To improve Market share in Trading and Delivery calls through our advisory calls for the...

  • Equity Advisor

    2 weeks ago


    Kolkata, Raipur, Ranchi, India Apex Services Full time ₹ 6,60,000 per year

    Dear Candidate,Greetings From "APEX SERVICES"Designation- Assistant manager/Deputy managerRole- Equity DealerCTC- upto-5.5 LPA + incentive + Other benefitROLES & RESPONSIBILITIES:1) Trading on behalf of the clients2) Building relationships with clients & educating them about Investments3) Client Acquisition as per targets and cross selling of 3rd party...


  • Kolkata, West Bengal, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Role & Responsibilities-Advising Clients for Equity 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 servicing them.Selling third party products.Preferred candidate profile -Qualifications: -A...

  • Equity Dealer

    2 weeks ago


    Kolkata, West Bengal, India SMC Global Securities Full time ₹ 4,00,000 - ₹ 12,00,000 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...

  • Sales Advisor

    2 weeks ago


    Kolkata, India Career Comfort Full time

    Advisor required for a Leading Broking firm!!! - Advisor - Bring revenue to organization by helping clients invest more on his suggestions in equity market. - Sales pro, Street Smart, Confident to handle client’s objections & having in-depth knowledge in equity market are required skillsets - Work from office & field Job - Min 5 years of experienced in...


  • Hyderabad, Chennai, Kolkata, India Quick Turtle Full time

    Job Description - Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. - Build rapport with these Partners & help them on-board their clients across products. - Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS),...