
Equity Advisor
18 hours ago
**Role**:PCG Advisor
**Experience**: 3+years
**Location**:New Delhi
**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.
- Handling Queries & complains of client's & solving it within TAT.
- Acquiring new clients & retaining the old clients by periodic meetings.
- Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
**Job Types**: Full-time, Regular / Permanent
**Salary**: ₹600,000.00 - ₹1,500,000.00 per year
Schedule:
- Day shift
Application Question(s):
- What is your current location?
- What is your current CTC?
**Experience**:
- total work: 3 years (preferred)
- Equity Advisor: 2 years (preferred)
-
Equity Advisor
8 hours ago
Delhi, NCR, New Delhi, India Bayleaf Hr Solutions Full time ₹ 15,00,000 - ₹ 25,00,000 per yearFunction: Sales and Business Sales / Business DevelopmentEquity DerivativesStock TradingEquity ResearchInvestment AdvisoryFinanceResponsibilities:Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.Individually handling clients with a book size of 25 lacs & above.Creation of revenue & Activation of clients through effective...
-
Equity Advisor
18 hours ago
Delhi, India Cloudare Technologies Private Limited Full time**We are hiring for Equity Advisor for Delhi Location. Below is the details for the same-** **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...
-
Equity Advisor
2 weeks ago
Delhi, India Chola Securities Full timeLocation: 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...
-
PCG Equity Advisor
4 days ago
Delhi, Kolkata, NCR, Pune, India Genius Consultants Full time ₹ 9,00,000 - ₹ 15,00,000 per yearPrivate Client Group - Equity AdvisorLocation: Pune,Kolkata,DelhiDesignation: Equity Advisor (PCG)Roles and Responsibilities:Execute trades on behalf of clients, aligning with their investment strategies and preferences.Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.Promote and...
-
Equity Advisor
19 hours ago
Delhi, Delhi, India Apex Services Full time**Greetings from “APEX SERVICES"** **Role - Equity Dealer** **CTC- up to-6 lac + incentive + Other Benefit** **Key responsibilities and accountability**: - Responsible for generating 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. -...
-
Equity Dealer
1 week ago
Delhi, India Excellent Pro HR Full timeWe have opening for Equity dealer with us PFB: - Role-Equity Dealer/Equity advisor/Equity trader/senior Equity dealer Revenue generation : - Responsible for generating brokerage primarily through advising clients on their portfolio. Responsible for acquiring new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life...
-
Bengaluru, New Delhi, India QuickTurtle Full time ₹ 9,00,000 - ₹ 12,00,000 per year1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products.3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment...
-
Equity Dealer
19 hours ago
Rajender Nagar, Delhi, Delhi, India Tradebulls Securities Pvt Ltd Full timeTRADEBULLS SECURITIES PVT. LTD is HIRING HNI EQUITY DEALER / ADVISOR Experience: 2+ year (preferred) Location: DELHI- Rajendra Place 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 clients...
-
Pcg Advisor
1 week ago
New Delhi, India The HR Gallery Full timeKey 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 of client's...
-
Equity Advisor
8 hours ago
Delhi, NCR, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 9,00,000 - ₹ 12,00,000 per yearEquity dealers should have knowledge of giving advice on buying and selling of investment and TRADING such as stocks, bonds, commodities , F&O mutual funds ETC. Brokerage Generation As Per The Target