Equity Advisory

Desired Candidate Profile2-7 years of experience in Equity Advisory, Equity Sales, or related fields (B2C Sales, Inside Sales).Strong understanding of stock market dynamics, including NISM certification preferred.Excellent communication skills for building rapport with high net worth individuals (HNIs) and other clients.Ability to work independently as well...

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...

We are seeking highly energetic, self-motivated individuals with a passion for creating a holistic, technology-driven wealth management experience for their customers.Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively...

Role: Equity Relationship Manager ERGKey Responsibilities:Will be responsible for HNI client acquisition, equity advisory and dealing.Achieve Business Objectives of sales numbers, revenue and product mix.Improve business generation from new and existing clients.Cement existing relationships, develop new ones; strong service attitude.Identify the customer...

Dealing mainly with investors assisting them with solutions in long term and short term equity/derivative Investments to suit their needs. Observing the volatility of current market situations and making clients informative so that Required Candidate profileExperience: 1–4 years in equity advisory, trading, investment banking.Certifications: NISM (Equity...

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)Update clients for orders and trade on the recorded line.4)Maintain active clients as per the defined norms.5)Activate dormant clients.6)Ensure resolution of...

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...

ProfileEquity dealerDesignationExecutive or Sr. ExecutivePRIMARY JOB RESPONSIBILITIESKey ResponsibilitiesEquity Dealing and Order Execution:Execute equity and derivatives trades accurately on behalf of clients within regulatory guidelines.Ensure timely and error-free order placement through trading platforms.Monitor real-time market trends and provide...

Job Responsibilities:Will be responsible for HNI client acquisition, equity advisory and dealing.Achieve Business Objectives of sales numbers, revenue and product mix.Improve business generation from new and existing clients.Cement existing relationships, develop new ones; strong service attitude.Identify the customer requirement and need gaps and work...

About the company -The opening is with an is an equity-focused investment firm with deep domain expertise .The firm manages equity assets across PMS, AIF, and Advisory channels, including offshore funds. It oversees assets under management and advisory of approximately 3600 CrsIts proprietary SQGARP (Sustainable Quality Growth at Reasonable Price) framework...