Equity Dealer(HNI)-Bangalore

6 days ago


Bengaluru, Karnataka, India AnandRathi Full time ₹ 15,00,000 - ₹ 28,00,000 per year

Role & responsibilities

  • Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.
  • Understanding of Derivative Strategies.
  • To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to Desk and the respective Advisor.
  • Generate direct brokerage revenues by advising various trading and stock ideas based on the market pulse to the clients.
  • Regular meetings with Active clients, converting the dormant clients into active.
  • Regular Regional visit for HNI client meetings, seminar/events.
  • Cross sell of Third party focussed products as suggested by the Anand Rathi group (includes MF, PMS, Structure Products and others).
  • The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market references.
  • Maintaining and submission of periodic MIS as per the requirement of the Reporting Head.
  • Revenue generation and increasing the revenue share within the ambit of the internal & external approved policies of RMS and Compliance regularities.
  • Candidate should have minimum experience of around 5 years from banking and broking industries and managing bank AUM of HNI Clients.

Preferred candidate profile

Functional / Technical Skills

  1. Good Knowledge of capital market

  2. Portfolio Management

  3. Financial Planning

Behavioral Skills

  1. Lead from the front (playing captain approach)

  2. Customer Satisfaction

Team management.


  • Equity Dealer

    6 days ago


    Bengaluru, Karnataka, India Vachana Investments Full time ₹ 2,88,000 - ₹ 4,32,000 per year

    Vachana Investments is hiring Equity Dealers massively Role & responsibilities:-Executing trades on behalf of clients.Keeping clients informed about market trends and developments.Advising clients on market movements and trade related activities.Performing order placements on behalf of clients.Having Two Wheeler is an added advantage.Should have very good...

  • Equity Dealer

    2 days ago


    Bengaluru, Karnataka, India Apex Services. Hiring For One of the leading broking firm Full time ₹ 4,80,000 - ₹ 7,20,000 per year

    Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer Min Experience -1 YRS & above CTC - UPto- 6 lpa Job Description: Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and...


  • Bengaluru, Karnataka, India Kotak Securities (KSL) Full time ₹ 14,40,000 - ₹ 18,00,000 per year

    Designation : Equity DealerGrade: E1/E2 - Assistant Manager / Deputy ManagerYears of Exp : 1 to 4 YearsLocation : Bangalore - MG RoadJob RoleTo ensure active management of clients & achieve the target active AUMTo be responsible for identifying customer needs, assessing their risk appetite and providing them investment optionsTo provide regular updates to...

  • Equity Dealer

    1 week ago


    Bengaluru, Karnataka, India Nyla Business Ventures Llp Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Execute trades for HNI/Retail clients with accuracy to drive revenue; manage settlements, margins & risk; advise on daily market strategies; track MTM, exposure & margins; and conduct in-depth financial statement analysis of listed companies.Retention bonusPerformance bonus


  • Bengaluru, Karnataka, India AnandRathi Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Roles & Responsibilities:Manage end-to-end recruitment cycle from sourcing, screening, and interviewing to offer roll-out & onboarding.Partner with business heads & hiring managers to understand manpower requirements and create effective hiring plans.Source candidates through multiple channels: job portals, LinkedIn, employee referrals, headhunting, and...


  • Bengaluru, Karnataka, India crescendo global Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Description : Assistant Manager - Equity Research Location: NoidaDiscipline: Equity ResearchJob type: PermanentContact name: Prachi GuptaContact email: Job ref: 78546Published: about 14 hours ago Assistant Manager - Equity Research - 4 Years - Bangalore Are you an analytical thinker with a passion for finance and equity markets? We're seeking an...

  • Equity Dealer

    2 days ago


    Bengaluru, Karnataka, India HDFC securities Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Relationship ManagementConduct client visits and HDFC Bank branch visits for maintaining and building the relationships.Prompt service to the clients.Advising and updating customers with daily movements in the stocks, with the help of research.Managing the portfolio of clients with minimal errors/ losses.Activating dormant clients.Database ManagementMaintain...

  • Private Equity Staff

    2 weeks ago


    Bengaluru, Karnataka, India Kaufman Rossin Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Why We Stand OutSeeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for youAs one of the top accounting firms in the country, our foundation is "people first". In the words of James Kaufman, "We prioritize our people, their development, and their well-being. Our...

  • Branch Head

    5 days ago


    Bengaluru, Karnataka, India Vachana Investments Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Key Responsibilities:Drive equity, derivatives, and mutual funds sales through the branch.Acquire new clients (retail & HNI) and expand the existing client base.Achieve business targets for brokerage revenue, client activation, and investment product sales.Identify cross-selling and up-selling opportunities in wealth management products.Build and maintain...


  • Bengaluru, Karnataka, India KAVI Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Job Title: Equity Research AssociateLocation: Bangalore (Onsite)Start Date: OctoberWe are seeking an Equity Research Associate to analyze and evaluate businesses in India.What You Will Work On:You will be a generalist researching a variety of business models with great emphasis on primary research and industry conversations.In your first year, you will dig...