Marketing Specialist cum Equity Advisor
2 weeks ago
Requirements: -
A Marketing specialist is a professional responsible for establishing and maintaining strong relationships with clients or customers on behalf of a company or financial institution. The primary goal of the role is to foster positive interactions, understand the needs and preferences of clients, and offer tailored solutions to enhance client satisfaction and retention.
Roles & Responsibilities
Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential.
Managing the existing mapped franchisee his territory and ensuring the Business Development of all the new develop franchisees. Actively engage with clients, explain product benefits, and persuade them to make informed decisions about their financial options. Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential. Develop strategies to attract new clients through networking, referrals, and community events. Build and maintain strong relationships with clients, ensuring ongoing satisfaction and loyalty.
Business conversion of all the newly acquired franchisees. Work closely with sales and marketing teams to align strategies and ensure a unified approach to client acquisition. Stay updated on industry trends, competitor offerings, and customer preferences to refine marketing strategies.
Exp.- 6 month to 1 year
- 
					
						Equity Advisor
3 days ago
Mumbai, Maharashtra, India Motilal Oswal Financial Services Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per yearVacancy for Mumbai LocationMotilal Oswal Financial Services LimitedEquity Advisor - 5 years and above experience. Energeticand passionate about markets.Franchisee vertical - B2B profileJoining - ImmediatePosition - 10"NOT APPLICABLE FOR FRESHERS"send cv to Subject Line : Application for Role of Equity Advisor
 - 
					
						Equity Advisor
1 week ago
Navi Mumbai, Maharashtra, India Shunya Tattva Management Consultants Full time ₹ 40,00,000 - ₹ 1,20,00,000 per yearJob Opening: Advisor (RCAD) Wealth Advisory Location: Malad, Mumbai Shift: 8:30 AM 5:30 PM | Mon–Sat (2nd & 4th Sat Off + Sunday Fixed Off) CTC: Up to 8 LPA Education: Graduate (55% & above) Experience: 2+ Years in HNI Broking / Trading / Wealth Advisory. About the RoleFirm is hiring an Advisor – RCAD for its Wealth Advisory team. The role involves...
 - 
					
						Equity Advisor
4 weeks ago
Mumbai, Maharashtra, India, Maharashtra Chola Securities Full timePosition: Equity Advisor- Partner AlliancesLocation: MumbaiExperience: Minimum 1-5 years in a similar roleJob Summary:We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and...
 - 
					
						PCG Equity Advisor
2 weeks ago
Mumbai, Maharashtra, India 2sr Innovations Full time ₹ 8,00,000 - ₹ 12,00,000 per yearPCG Equity AdvisorShould have experience in handling HNI, UHNI,have experience in Trading and Order Punching,should have knowledge of derivatives, options, cash, and trading.Candidate should have exp in client acquisition and client servicing Required Candidate profileQualification: Graduation Experience: 3+ Years in Equity / MF / PMS / Broking Domain...
 - 
					
						PCG - Equity Advisor
6 days ago
Mumbai, Maharashtra, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 5,00,000 - ₹ 20,00,000 per yearKEY RESPONSIBILITIESAdvising clients on the portfolios and cross selling of third party products.Franchisee equity advisory - to convince the HNI clients of the franchisees to work on our calls and generate business.Business analysis and business development by giving training and seminars.For managing day to day or daily client risk. To coordinate with CSE...
 - 
					
						Equity Dealer cum Advisor
3 days ago
Mumbai, Maharashtra, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error.2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge.3) Keep clients in active category as per the defined norms.4) Activate dormant clients.5) Resolve client querries.6) Maintain records of business on...
 - 
					
						Equity Advisor
2 weeks ago
Mumbai, Maharashtra, India QuickTurtle Full time ₹ 1,04,000 - ₹ 1,30,878 per year1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error.2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge.3) Keep clients in active category as per the defined norms.4) Activate dormant clients.5) Resolve client querries.6) Maintain records of business on...
 - 
					
						Equity Dealer
4 days ago
Mumbai, Maharashtra, India Choice Equity Broking Pvt Ltd Full time ₹ 1,32,000 - ₹ 3,50,000 per yearTrade Execution: Execute buy and sell orders for equities in accordance with client instructions, market conditions, and MIFID II trading regulations. 2. Market Analysis: Analyze market trends and economic indicators to inform trading decisions and provide insightful recommendations to clients. 3. Client Communication: Maintain regular contact with clients...
 - 
					
						Equity Advisory
2 weeks ago
Mumbai, Maharashtra, India 2sr Innovations Full time ₹ 8,00,000 - ₹ 12,00,000 per yearEquity Advisor Trade Execution: Placing equity and derivative orders on behalf of clients.Cross-selling of third-party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOF Required Candidate profileQualifications: Graduation in any discipline, MBA, NCFM Experience: 3+ Years in Equity / MF /...
 - 
					
						Advisor-RCAD
4 days ago
Mumbai, Maharashtra, India KG Engineering And Consultancy Full time ₹ 2,00,000 - ₹ 12,00,000 per yearJob title- Advisor-RCADLocation-Malad (Mumbai)Experience-Min 2 yearsQualification-GraduateAdditional Certification: NISM Series VIII Equity Derivatives Certification (Mandatory)Advisor – RCADCandidate should have experience into Trading and Order Punching- Terminal HandlingCandidate should have exp of handling the HNI clients & cross selling of TPP...