Trainee/Service Executive for Equity Dealing/MF operations

1 day ago

Haryana, India Aadi Wealth MF Services Pvt. Ltd. Full time ₹ 4,00,000 - ₹ 8,00,000 per year

You will be responsible for executing client orders and handling back office work related to Equities and Mutual Fund. Your role will require you to have a basic understanding of capital markets, effective communication skills, and attention to detail. Key Responsibilities: - Execute buy/sell orders for clients on various exchanges such as NSE/BSE. - Monitor real-time market activities and provide clients with timely updates and insights. - Maintain accurate records of trades and client interactions in adherence to SEBI and exchange regulations. - Assist clients with inquiries regarding trading platforms, order status, etc. - Support in the process of new account openings and onboarding of trading clients. - Keep track of client records, generate reports, and maintain MIS. - Process mutual fund transactions including purchases, redemptions, switches, and SIPs. - Manage day-to-day operations and administrative tasks related to mutual fund investments. Qualification Required: - Bachelor's degree is preferred.,

  • Equity Advisor

    2 days ago

    Gurgaon, Haryana, India HRhelpdesk Full time

    The Equity Advisor is primarily responsible for Acquiring Large Trader Clients with high margin Execution of transactions in Equities Cash and Derivatives Currency Commodities Ensuring efficient and prompt management of orders based on customer request Generating leads Selling advising third party products like Health Insurance SIPs Life Insurance Mutual...

  • Dealing Officer

    2 weeks ago

    Gurugram, Haryana, India FNZ Full time

    Role Description: The Dealing Officer is responsible for order execution management of both mutual fund and ETIs orders as well as resolving any issues raised by clients across the FNZ platforms whilst and adhering to the key regulatory and process requirements of FNZ. Role Responsibilities: - Mutual fund order placement; Place mutual fund orders...

  • Associate - Private Equity Operations

    3 days ago

    Gurugram, Haryana, India Acuity Knowledge Partners Full time

    **Position Title -**Associate **Experience Level - **1-2 years of relevant experience. **Department - **Private Market **Location - **Gurgaon **Position reports to - **Assistant Director **Job Purpose** Acuity Knowledge Partners is currently looking for an individual to play a key role in supporting a Private Equity client through fund benchmarking and...

  • Assistant to Vice President Sales

    2 weeks ago

    haryana, India Planify Capital Limited Full time

    Lead and grow a high-performing wealth management team, delivering strategic, personalized investment advisory services to High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs). Responsible for building, preserving, and transferring client wealth across multiple asset classes, including mutual funds (MFs), alternative investment...

  • Trainee Business Service Support Advisor

    2 weeks ago

    Gurugram, Haryana, India BT Group Full time

    **Trainee Business Service Support Advisor**: - Job Req ID: 41645 - Posting Date: 24 Dec 2024 - Function: Business Services & Operations - Unit: Finance & Business Services - Location: Building No 14 Sector 24 & 25A, Gurugram, India - Salary: competitive **Why this job matters**: The Customer Service Advisor 1 assists customers across all channels,...

  • Trainee Business Service Support Advisor

    2 weeks ago

    Gurugram, Haryana, India BT Group Full time

    **Trainee Business Service Support Advisor**: - Job Req ID: 47291 - Posting Date: 28 Jun 2025 - Function: Business Services & Operations - Unit: Finance & Business Services - Location: Building No 14 Sector 24 & 25A, Gurugram, India - Salary: competitive **Why this job matters**: The Customer Service Advisor 1 assists customers across all channels,...

  • Trainee Business Service Support Advisor

    7 days ago

    Gurugram, Haryana, India BT Group Full time

    **Trainee Business Service Support Advisor**: - Job Req ID: 43314 - Posting Date: 27 Jan 2025 - Function: Business Services & Operations - Unit: Finance & Business Services - Location: Building No 14 Sector 24 & 25A, Gurugram, India - Salary: Competitive **Why this job matters**: The Customer Service Advisor 1 assists customers across all channels,...

  • Trainee Business Service Support Advisor

    5 days ago

    Gurugram, Haryana, India BT Group Full time

    **Trainee Business Service Support Advisor**: - Job Req ID: 50530 - Posting Date: 7 Oct 2025 - Function: Business Services & Operations - Unit: Finance & Business Services - Location: Building No 14 Sector 24 & 25A, Gurugram, India - Salary: Competitive **Why this job matters**: The Customer Service Advisor 1 assists customers across all channels,...

  • Trainee Customer Service Support Advisor

    3 days ago

    Gurugram, Haryana, India BT Group Full time

    **Trainee Customer Service Support Advisor**: - Job Req ID: 50524 - Posting Date: 8 Oct 2025 - Function: Business Services & Operations - Unit: Finance & Business Services - Location: Building No 14 Sector 24 & 25A, Gurugram, India - Salary: comptetive **Why this job matters**: The Customer Service Advisor 1 assists customers across all channels,...

  • CS Trainee

    3 days ago

    Haryana, India Kumar Lal & Sharma LLP Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    KLS Advisorsis inviting applications from enthusiastic and dedicated candidates for the following positions at ourGurugramoffice:Open Positions:2 CS Management Trainees (for undergoing mandatory training as per ICSI requirements)1 Commerce GraduateLocation:GurugramStipend:As per industry normsEligibility for CS Management Trainees:Candidates who have ...