Equity Advisor

18 hours ago


New Delhi, India Cloudare Technologies Pvt. Ltd. Full time

**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 year

    Function: 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 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...

  • PCG Equity Advisor

    4 days ago


    Delhi, Kolkata, NCR, Pune, India Genius Consultants Full time ₹ 9,00,000 - ₹ 15,00,000 per year

    Private 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 time

    We 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 year

    1) 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 time

    TRADEBULLS 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 time

    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...

  • Equity Advisor

    8 hours ago


    Delhi, NCR, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Equity 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