Equity Advisor

4 days ago


Pune, India acme Services Full time

NISM 8 Mandatory

Designation - RM Dealer

Job description
- Responsible for generating brokerage primarily through advising clients on their equity portfolio
- Punching orders on the terminal on behalf of clients
- Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business
- Will need to be constantly updated with the market knowledge
- Ensure all the activities are in adherence to compliance and risk.
- Keeping the clients updated on their orders
- Crossings selling third-party products like Mutual funds, SIP, and PMS
- Client Acquisition

**Job Types**: Full-time, Fresher

**Salary**: ₹250,000.00 - ₹400,000.00 per year

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift
- Morning shift

Supplemental pay types:

- Overtime pay
- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- Pune, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 7045435027


  • Equity Advisor

    2 days ago


    Pune, Maharashtra, India Pune E-Stock Broking Limited Full time

    **Job Title**: Equity Advisor - Broking **Location**: Pune, Head Office **Job Type**: Full-Time **The Role**: We are seeking a knowledgeable and client-focused Equity Advisor to join our advisory team. The role involves providing professional advice on equity investments to retail and high-net-worth clients, helping them make informed decisions in the...

  • Equity Advisor

    4 days ago


    Pune, India Tesloye Consultancy Services Full time

    **Dealer / Trade Advisors - These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise them on their decisions on the** **stock market & execute client trade on the terminal (Acquisition & Dealing).** - **Role description**_ **-** **- Reactivation of clients & acquisition of new...

  • Equity Advisor

    1 week ago


    Pune, India Shares And securities Full time

    Required Equity Advisor For reputed Investment Firm in pune, multiple requirements. 1) Calling and activating inactive clients of branch. 2) Generating Broking revenue from given clients. 3) Meeting regularly all the clients for market updates 4) New client acquisition 5) Cross selling of products like Mutual Fund, Insurance, Private Equity,PMS...

  • Equity Advisor

    4 days ago


    Mumbai, Navi Mumbai, Pune, India Apex Services Full time

    Dear Candidate,Greetings From "APEX SERVICES"Designation- Assistant manager/Deputy managerRole- Relationship Manager/Equity Dealer/HNI DealerCTC- upto-6 LPA + incentive + Other benefitROLES & RESPONSIBILITIES:1) Trading on behalf of the clients2) Building relationships with clients & educating them about Investments3) Client Acquisition as per targets...

  • Equity Advisor/dealer

    2 weeks ago


    Pune, Maharashtra, India SkillMentor Connect Full time

    Hiring Experienced Sr. Dealer/Trade Advisor/ Sr. Trade Advisor for stock broking services with one of the leading Firms Pay: Up to ₹600,000.00 per year Schedule: - Day shift **Experience**: - total work: 1 year (preferred) Work Location: In person


  • pune, India beBeeInvestment Full time

    The role of an Equity Capital Market (ECM) leader involves formulating a comprehensive strategy to raise funds, manage Initial Public Offerings (IPOs), Follow-on Public Offerings (FPOs), and placements. This encompasses originating mandates with corporates and investors, ensuring regulatory compliance, overseeing transaction execution, fostering investor...

  • Client Service Advisor

    13 hours ago


    Pune, India Namura Hr Consulting Full time

    **Client Service Advisor** **Job in brief**: Client Service Advisor is responsible to lead and manage a team of agents, communicate customer needs to stakeholders, and connecting with existing investors **Hiring Agency**: Namura HR Consulting **Hiring Company**: Finnovators Services Private Limited (Finnovators) **Company Description**: Finnovators...


  • Kothrud, Pune, Maharashtra, India techgene solutions Full time

    **Require Relationship Manager (IIFA) for INDIA INFOLINE LTD** **CTC upto 8LPA + INCENTIVES** **Details are given below** **Acquisition & Managing IFA's base for Business Development & Marketing of Mutual Funds across fund houses, PMS,AIF, Structure Products, Company Fixed Deposits Bonds, NCD, IPOs, Direct Equity, Life Health and General Insurance & Loan...


  • Pune, India Barclays Full time

    Job Description Step into the role of Equity financing Middle office where you will have a strong understanding of Stock Borrow Loan (SBL) flows, cash security trade lifecycle, and collateral management. This role demands expertise in managing high-value settlements, resolving trade mismatches, and ensuring operational integrity across multiple systems. The...


  • Pune, Maharashtra, India Ergomed Full time

    **Company Description** Ergomed PLC is a rapidly expanding full service mid-sized CRO specialising in Oncology and Rare Disease. Since its foundation in 1997 the company has grown organically and steadily by making strategic investments and landmark acquisitions, with operations in Europe, North America and Asia Our company allows for employee visibility...