Equity Advisor

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...

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...

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 Dealer/ Advisor - JD** **Qualification**: Graduation **NISM Certificate**: NISM-8 is mandatory **Experience**: Minimum 1 year in stock market company **CTC**: 20k to 30k per month **Age**: Max 31 years **Location**: Hyderabad, Bangalore, Chennai & Mumbai **Skills**: Should have worked as Equity dealer or advisor. They have to book share...

Who are we? is on a mission to serve everyone who wants to find, understand and track the companies that matter to them. Our platform empowers investors, advisors, and C-suite executives with the deepest private market insights, combining human curation with GenAI for faster, data-driven decisions. We serve 100% of MBB/Big-Four advisories, clients...

**Minimum 1 years experience in equity dealer** **AREA OF RESPONSIBILITY**: The primary responsibility of Relationship Manager is to Generate Broking Revenue, Cross Sell third party products such as Mutual Funds, PMS and AIF, generate interest income, acquiring new clients and reactivating old dormant clients, client servicing, RM will report to Team Leader...

Role & responsibilities• Equity sales to all clients of branch with special focus on HNI clients .• Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets.• Generating Net interest income through Margin trade funding (MTF) as per assigned targets• Asset gathering through, Advisory products,...

**Job Description for Equity Advisor** **Designation: - Senior Executive/ Assistant Manager / Deputy Manager /** **Senior Manager** **Job description ** Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. Review relationship in case of existing clients and increase revenue through them Obtain minimum five client...

Financial Services ConsultantWe are seeking an experienced Financial Services Consultant to join our team. As a consultant, you will provide financial advisory services to clients and guide them through the equity market dynamics.Key Responsibilities:Educate clients on equity market fundamentals and activate trading accounts for them.Cross-sell investment...

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...