Retail- Rm Advisor leading Broking Firm

4 days ago

Mumbai Maharashtra, India RiverForest Connections Private Limited Full time

**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 Offerings (IPOs) to existing clients.
- Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf.
- Drive revenue growth while ensuring client profitability and long-term engagement.
- Provide clients with market insights and investment advisory services based on current financial conditions.
- Acquire new clients through referrals from existing customers.
- Reactivate inactive clients through consistent follow-ups and engagement strategies.
- Ensure timely collection of margins and market-to-market losses.
- Educational Qualification: Postgraduate degree required.
- Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm.
- Hands-on experience in broking with a solid understanding of financial products and market trends.
- Must not have any self-trading experience.
- Certification: NISM Series VIII certification is mandatory.
- Strong expertise in client acquisition, retention strategies, and achieving sales targets.
- Prior experience in the broking industry is essential.

  • Rms Executive

    2 days ago

    Mumbai, Maharashtra, India Arihant Capital Markets Ltd Full time

    **RMS Executive** **Indore.** Full time position in **RMS Department** **Brief description** Arihant Capital is India’s leading financial services and broking company with over 900 investment centers across the country. Everything we do is shaped by the five values of Integrity, Client Commitment, Respect, Excellence and Innovation. **Job...

  • System Administrator

    6 days ago

    Borivali, Mumbai, Maharashtra, India SVCM Securities Private Limited Full time

    **Key Responsibilities**: 1. Infrastructure & Server Management 2. Application & Platform Support 3. Back Office Integration 4. Security & Compliance 5. User Management & Access Control 6. Backup, Recovery & Monitoring **Key Skills Required**: - Strong knowledge of **Windows/Linux Server Administration**: - Experience in **stock broking technology...

  • Equity Advisor/ Rm Min 2yrs Experience

    5 days ago

    Pune, Maharashtra, 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...

  • Telecalling Executive

    5 hours ago

    Andheri West, Mumbai, Maharashtra, India Eksure Insurance Brokers Pvt Ltd Full time

    **Position**: Telecalling Executive - Insurance Broking (Female) **Location**: Andheri, Mumbai (West) **Employment Type**: Full-time **About Us**: We are a leading IRDAI-licensed insurance broking firm catering to both corporate and retail clients. Our services span General Insurance, Life Insurance, and Health Insurance, with a focus on delivering...

  • Equity Dealer- Reputed Stock Broking Firm- Mumbai, Maharashtra, India

    2 days ago

    Mumbai, Maharashtra, India Seven Consultancy Full time

    JOB DETAILS Sourcing and Screening GuidelinesShould have good hold over order execution with speed and accuracyDuties Increasing client base through existing client referrals.and ResponsibilityAdvising clients with regard to their Investment in Equity, Derivative.Responsible for achieving brokerage revenue.To place orders for clients on trading terminal with...

  • Rm/ Arm- Dealer

    6 days ago

    Mumbai, Maharashtra, India IDBI Capital Full time

    **ORGANISATION** - IDBI Capital Markets and Securities Limited **DESIGNATION** - RM/ ARM- Dealer **EXPERIENCE RANGE** - 1 to 4 years of relevant experience **CRITICAL EXPERIENCE** - Stock broking experience is mandatory & NCFM/NISM/AMFI Certification **ESSENTIAL QUALIFICATIONS** - Any graduate / post-graduate **LOCATION** - Mumbai, Bhopal, Indore,...

  • Compliance Officer

    5 hours ago

    Mumbai, India Reva Placement Full time

    We are looking for Compliance Officer/ Executive Company - Stock Broking Location - Nariman Point Experience - 4 yrs Knowledge of DP and stock broking back office, Compliance with SEBI (Stock Broking, Merchant Banking, Invest Advisory) Involves ensuring compliance with SEBI & other applicable rules and regulations of the stock exchanges i.e....

  • Property Advisor

    4 days ago

    Sadashiv Peth, Pune, Maharashtra, India Our Property Advisor Full time

    **Job Title: Property Advisor** **Company**: Our Property Advisor **Location**: Pune **About Us**: Our Property Advisor is a leading real estate firm in Pune, dedicated to providing expert property solutions and exceptional customer service. We pride ourselves on our in-depth market knowledge and personalized approach to real estate. **Position...

  • Equity Advisor

    5 days ago

    Pune, Maharashtra, 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...

  • Affluent Banking:nr Rm

    2 days ago

    Mumbai, India Axis Bank Full time

    About NRI RM Team The NRI RM team focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 4800+ branches and is responsible for sourcing of retail and forex Business with a view to increase the retail book of the bank. **About the Role** NRI Relationship Manager is responsible for managing...