Equity Advisor

Job 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...

Position: 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 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...

KEY 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...

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...

Equity 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 /...

Job 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...

Hiring Equity DealerLocation : Andheri East , MumbaiJob Description:Punching Trades on Behalf of Clients and Generating RevenuesClient ActivationKYC AquisitionIn House productsSolving client queriesJob Requirement:Graduate/ Post GraduateMinimum 1 Year broking experience mandatoryNISM series VIIl will be an added advantageJob Perks:Salary as per industry...

Company Profile:As part of Equentis group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built Indias first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a...

Role & responsibilities :Responsible to generate brokerage primarily through advising clients on their equity portfolio. 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. Cross selling of third party products like Mutual fund, SIP, and...