Equity advisor

4 days ago

Delhi, 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

  • Equity Advisor

    1 week ago

    Delhi, Delhi, India Winsmart Jobs Full time

    JOB DESCRIPTION SUMMARY 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,...

  • Investment Banking Advisor

    2 weeks ago

    Delhi, Delhi, India Marquee Equity Full time

    Designation: Investment Advisor - You will have a front-end role to help grow the company through customer acquisition, take steps to ensure success of customers using the Marquee Equity service. - You will be required to perform in-depth analysis of clients financial models, business projections, pitch decks and other documents and make reports and advise...

  • Equity Advisor

    7 days ago

    Delhi, India Chola Securities Full time

    Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & DelhiDesignation: RM Advisor Vertical: 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...

  • Equity Advisor

    2 weeks ago

    Delhi, India Chola Securities Full time

    Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Vertical: Retail Roles 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...

  • Equity Advisor

    3 days ago

    Delhi, India Chola Securities Full time

    Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Vertical: Retail Roles 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...

  • Equity Advisor

    4 weeks ago

    New Delhi, India Chola Securities Full time

    Location:Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation:RM Advisor Vertical: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...

  • Equity Advisor

    1 week ago

    New Delhi, India Chola Securities Full time

    Location:Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & DelhiDesignation:RM Advisor Vertical: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...

  • Equity Advisor

    4 weeks ago

    New Delhi, India KYNG Capital Management Full time

    Company DescriptionKYNG Capital Management is a Portfolio Management Company that defies the consensus with rational and simplified investment decisions. We focus on unique investment approaches that set us apart in the industry. Our commitment to innovation and excellence allows us to deliver superior financial solutions to our clients.Role DescriptionThis...

  • Equity Advisor

    2 weeks ago

    New Delhi, India KYNG Capital Management Full time

    Company Description KYNG Capital Management is a Portfolio Management Company that defies the consensus with rational and simplified investment decisions. We focus on unique investment approaches that set us apart in the industry. Our commitment to innovation and excellence allows us to deliver superior financial solutions to our clients.Role Description...

  • Equity Advisor

    7 days ago

    north delhi, India Chola Securities Full time

    Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Vertical: Retail Roles 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...