Dealer - Private Client Group

1 week ago


Mumbai, India Sushil Financial Service Pvt Ltd Full time

**Role & Responsibilities**:
1. Executing orders for clients in cash, FO, currency segment, etc.

2. Updating clients on various trade related activities and research recommendations.

3. Giving trade and post trade services to the clients.

4. Focusing on reactivation of dormant accounts.

5. Cross Selling of services/products offered.

**Desired Personality Traits**:
1. Familiarity to TWS BOLT, NEAT, CTCL like ODIN etc.

2. Well versed in MS Office.

3. Good oral and written communication skills in English.

4. Familiarity to Hindi/Gujarati language.

Schedule:

- Morning shift

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 1 year (preferred)



  • Mumbai, India Sushil Finance Full time

    Location- Mumbai- Department- Private Client Group- Age- 25 - 30- Qualifications- Any Graduate- Experience in Years- 1-2- Scope and Responsibilities1. Executing orders for clients in cash, FO, currency segment, etc. 2. Updating clients on various trade related activities and research recommendations. 3. Giving trade and post trade services to the...


  • Mumbai, Maharashtra, India Cyanous Software Full time

    Company Overview:Join a leading financial services firm offering a dynamic platform for high-performing professionals focused on wealth creation and long-term client relationships. Our Private Client Group (PCG) specializes in providing personalized investment advisory and trading services to High Net Worth (HNI) and Ultra High Net Worth Individuals...

  • Dealer

    1 week ago


    Mumbai, India Acme Services Full time

    **Roles and Responsibilities** - Reactivation of clients & acquisition of new clients - open market acquisition, cold calling, through referralsetc- Trade on behalf of clients- Develop and maintain a long-term relationship with customers- Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads- Acquisition of Demat /...

  • Equity Dealer

    1 week ago


    Mumbai, India Client of Sapwood Ventures Full time

    Hiring for Equity Dealer for leading Financial securities at Mumbai. Experience: 2 to 10 years Position: Equity Dealer Location: Fort, Mumbai - Accurate & Timely execution of orders on terminal on behalf of the clients - Should have a basic idea of operating Trading Terminal - Well versed with Share Broking industry - Thorough knowledge of all NSE/ BSE...

  • Equity Dealer

    1 week ago


    Mumbai, India Affirm Services Consultancy Pvt. Ltd. Full time

    **1-Dealer** GENERAL ROLE The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES - Revenue Generation - Customer Profiling - Activation of inactive clients - Increasing...


  • Mumbai, Maharashtra, India AV Full time

    **Private Client Group (PCG) Advisor _ Aaditya Birla Capital** PCG should have client Acquisitions and Client based experienced Starting from 2 Years’ Experience Having HNI and Ultra HNI experience. Positions: 10 Location : 3RD Floor, 301, A Wing Cello Triump ,I B Patel Road ,Opp. Laghu Udyog ,Goregaon East Mumbai 400063 **Key Result...


  • Kolkata, Mumbai Goregaon, India Scoresoftlabsopc Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team.Managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio. HR Suvarna Required Candidate profile4-6 years of experience in HNI sales or UHNI .understanding of investment, portfolio management,...

  • Equity Dealer

    4 days ago


    Mumbai, Maharashtra, India ONEWAY Full time

    Equity Dealer Designation - Equity Dealer Experience - 1-6 years Education - NISM Company Name - GEPL CAPITAL PRIVATE LIMITED 1. Attend daily morning strategy meet 2. Generate brokerage through advising clients on their equity portfolio 3. Develop and maintain a long term relationship with clients 4. Constantly updated with the market knowledge to...

  • Equity Dealer

    1 day ago


    Mumbai, Maharashtra, India SHREE YASH STAINLESS PRIVATE LIMITED Full time

    Join Our Team as an Experienced Equity Dealer. Are you an experienced professional ready to take your career in finance to the next level? SHREE YASH STAINLESS PRIVATE LIMITED is looking for an Equity Dealer with a minimum of 2 to 3 years of experience to join our dynamic team! Qualification: Minimum Graduate, preference to those who have attended CA Exams...


  • Mumbai, Maharashtra, India Findoc Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Company DescriptionFindoc is an Indian financial services group providing a wide range of investment services, including Algo Trading, Equity Investments, IPO Investments, Commodity and Derivatives Trading, Currency Trading, and Mutual Fund Investments, all at competitive brokerage fees. Established in 2010, Findoc is headquartered in Ludhiana and operates...