
Equity Advisor
5 days ago
1)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 internal software.
7) Liaison with branches for revenue generation and query resolution
8) Follow guidelines of Risk management and Settlement
9) Ensure compliance as per various regulator and organization guidelines.
10) Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing clients.
Exp.- Minimum 5 year working with Stock Broking Firms
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Equity Advisor
7 days ago
Ahmedabad, Gujarat, India SBI Securities Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionAs a proud extension of the esteemed SBI legacy, SBI Securities offers a comprehensive suite of investment products and services designed to meet diverse financial objectives. Our products span across a wide array of asset classes, including equity, derivatives, mutual funds, corporate fixed deposits, bonds, insurance, loans, and...
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Equity Advisor
2 weeks ago
Mumbai, India Onesource Atreus Full timeEquity Advisor Job Description: Position Overview: Seeking a skilled Equity Advisor to provide expert guidance on equity investments and portfolio management. Analyze market trends, evaluate opportunities, and develop personalized strategies. Advise clients, construct portfolios, and monitor performance. Strong analytical and communication skills...
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Equity Advisor
7 days ago
Ahmedabad, India Softpath consulting Full time**Urgent #hiring for #leading #Stock Broking company** **Exp: 2 yr experience in similar industry** **Profile: Equity Dealer/ Equity Advisor** **Salary : Upto 6 lacs** **Industry : Broking Industry** **Qualification: Any Graduate** **Location: Pune, Ahmedabad, Mumbai** - **Role description -**_ - Reactivation of clients & acquisition of new clients - cold...
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Equity Advisor
4 weeks ago
Mumbai, India Motilal Oswal Financial Services Ltd Full timeVacancy for Mumbai Location Motilal Oswal Financial Services Limited Equity Advisor - 5 years and above experience. Energeticand passionate about markets. Franchisee vertical - B2B profile Joining - Immediate Position - 10 "NOT APPLICABLE FOR FRESHERS" send cv to Subject Line : Application for Role of Equity Advisor
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Equity Advisor
1 week 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
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Equity Advisor
2 days ago
Mumbai, India Acme Services Full time**Job Description for Equity Advisor**: As an Equity Advisor, you will be responsible for providing expert advice and guidance on equity investments to clients, which may include individual investors, institutional investors, and financial advisors. Your role will involve conducting thorough research and analysis of equity markets, monitoring trends, and...
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Equity Advisor
1 week ago
mumbai, India 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...
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Equity Advisor
2 weeks ago
Mumbai, India 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,...
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Equity Advisor
1 day ago
Mumbai, India 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...
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Equity advisor
4 weeks ago
Mumbai, India Chola Securities Full timePosition: Equity Advisor- Partner Alliances Location: Mumbai Experience: Minimum 1-5 years in a similar role Job 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...