
Equity Advisor
3 days ago
**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 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.
Schedule:
- Day shift
Ability to commute/relocate:
- Delhi, Delhi: Reliably commute or planning to relocate before starting work (required)
-
Equity Advisor
2 weeks ago
Delhi, Delhi, India INVESTMENT SOLUTIONS HUB Full timeWe are looking for a passionate and dynamic Equity Advisor / Investment Specialist to join our growing team. The ideal candidate should be well-versed in financial markets and have a strong focus on revenue generation, client relationship management, and investment advisory.Key Responsibilities:Generate revenue through client portfolio advisory in equity,...
-
Equity Advisor
1 day ago
Delhi, Delhi, India Winsmart Jobs Full timeJOB 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,...
-
Equity Advisor
4 days 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...
-
Equity Advisor
3 days 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. -...
-
Delhi, India NIFM Educational Institutions Full time** NISM VIII, NISM V & IRDA certification are mandatory -** Prior experience of working in a similar set up preferred. - Should be willing to work in a target driven role & should be a go getter **Salary** **- Best in Market **Industry** **- Stock & Financial Market **Role/Position** **- Equity Adviser **Keyskills** **- Good communication skills and...
-
Equity Dealer
3 days 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...
-
Delhi NCR, India beBeeEquity Full time ₹ 6,00,000 - ₹ 12,00,000Job Title: Equity Trader and Financial AdvisorWe are seeking an experienced Equity Trader and Financial Advisor to join our team. As a key member of our organization, you will be responsible for trading securities on behalf of clients with a focus on delivering exceptional results.
-
Equity Dealer
2 days ago
Delhi, India NIFM Educational Institutions Full timeDear Friends, Regards HR Team E-Sun Capitals **Salary** **- INR 1, 40,000 - 3, 20,000 P.A. + Incentive* + Bonus* **Industry** **- Financial Services / Broking **Role/Position** **- Position open for Equity Dealer/Advisor **Keyskills** **Key Relationships** Business Development Manager Advisors/ Dealers, BD Executives Customer Support Team Equity &...
-
Investment Advisor
2 days ago
Delhi, Delhi, India Kara's Placements Full timeInvestment Advisor/Relationship Manager (Wealth ) Job description Roles and Responsibilities 1. Responsible for new client acquisition, building new relationships & deepening relationships with the existing clients. 2. Will be responsible for primarily improving investor network for equity advisory services. 3. Responsible for identifying and acquiring...
-
Chief Equity Strategist
2 days ago
Mumbai, Delhi, Ahmedabad, India beBeeEquityAdvisor Full time ₹ 8,00,000 - ₹ 20,00,000We are seeking a knowledgeable Equity Portfolio Specialist to drive brokerage revenue by advising clients on equity portfolios, executing trades, and building lasting client relationships.Key ResponsibilitiesMain Objective: Generate brokerage revenue through expert advice on equity portfolios, providing insights aligned with market trends and client...