Equity Advisor

Company DescriptionSBI Securities, an extension of the renowned SBI legacy, offers a broad range of investment products and services designed to cater to diverse financial goals. Our offerings include equity, derivatives, mutual funds, fixed deposits, bonds, insurance, loans, and Non-Convertible Debentures (NCDs). With our user-friendly trading platform, we...

Position: Equity Advisor Job Locations: MH-Mumbai Required Experience: 0 - 15 Years Skills : Equity Advisory & BD Manager - Franchisee Biz **Salary**: ₹8,722.35 - ₹44,430.98 per month Schedule: - Day shift **Experience**: - Equity research: 1 year (preferred) Ability to Commute: - Mumbai, Maharashtra (required) Ability to Relocate: - Mumbai,...

Equity Advisor – Senior Executive AdvisorCompany:GEPL Capital Private LimitedLocation:MumbaiExperience:1–4 yearsEducation:Graduate + NISM Certification (Mandatory)About GEPL CapitalGEPL Capital Private Limited, winner of the"Maharashtra Best Employer Brand Award – 2018", is a reputed financial services organization with a robust nationwide presence of...

JOB DESCRIPTION SUMMARY Job Title: PCG Advisor Key Responsibilities: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS,...

**Job Title**: Equity Advisor - Broking **Location**: Pune, Head Office **Job Type**: Full-Time **The Role**: We are seeking a knowledgeable and client-focused Equity Advisor to join our advisory team. The role involves providing professional advice on equity investments to retail and high-net-worth clients, helping them make informed decisions in the...

**Position - NRI Advisor (Role Involved advising & dealing (trading) -**Managing the portfolio of the Mapped NRI clients. **(No sales involved)** ** Advising & Dealing Experience**: - on Equity,derivates & option strategy ** Client Handling Experience or Acquisition**: - HNI/Ultra HNI client. - **Aum Size** - currently handing - **Financial product...

**Job Title: PCG Advisor** **Key Responsibilities**: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. -...

**Dealer / Trade Advisors - These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise them on their decisions on the** **stock market & execute client trade on the terminal (Acquisition & Dealing).** - **Role description**_ **-** **- Reactivation of clients & acquisition of new...

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...

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...