PMS Dealer

Job Overview:The Assistant Manager for PMS (Portfolio Management Services) Dealer will support the management andoperations of the PMS department, ensuring the delivery of high-quality investment services to clients. This roleinvolves collaborating with the team to enhance client relationships, oversee portfolio performance, and assistin strategic...

Equity Dealer Job Description:We are seeking a qualified Equity Dealer to join our team. The ideal candidate will be responsible for generating brokerage by assisting clients with their equity portfolios. You will need to keep up-to-date with market knowledge and ensure compliance and risk measures are met. You will maintain and build long-term relationships...

Job Opening: Dealer – Endovia WealthPosition: DealerLocation: MumbaiOffice Timings: 9:00 AM to 6:00 PM (Monday to Saturday)Endovia Wealth is looking for a dedicated and detail-oriented Dealer to join our trading desk.Key Responsibilities:Execute client orders in equities and derivatives as per instructions and internal guidelines.Monitor market trends and...

Position Name - Equity DealerLocation - MumbaiExperience Range - 5+years Mandatory Requirement:Strong knowledge of Indian equity markets, trading mechanics, and PMS/AIF norms.Advanced Excel skills – including Pivot Tables, VLOOKUP/XLOOKUP, conditional formatting, charting, data validation, macros/VBA (preferred)Accuracy, integrity, and ability to work...

Job Opening: Equity and Derivatives Dealer (Goregaon East, Mumbai)We're looking for a skilled Equity and Derivatives Dealer to join our team in Goregaon East, Mumbai. The role involves executing and managing client trades across equity and derivative markets while building strong client relationships and ensuring high service standards.Key...

Achievement of sales target as per agreed plan.Appointing of Project Dealers in assigned territoryEnsuring relationship & ecosystem mapping with Customers (Industries, Institutional, Governemnt ), Contractors, Architects, MEP Consultants & PMC.

Key Deliverables 1. Getting productivity from channel in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. 2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. 3. To give your full involvement to support clients to maintain long-term relationship with...

Dear Candidate,Interested candidates can mail their updated resumes on Designation: Equity DealerLocation: Mumbai-Chinchpokli/Cotton GreenRelevant Experience : 1 year minimum in broking industryNote : Experienced with good market knowledge can also apply for this positionJob Description :Communicating Intra-day Trading Calls And Investing Ideas To...

Role & responsibilitiesClient Dealing: Call clients and execute buy/sell orders across equity and derivative segments as per their instructions.Client Re-activation: Reconnect with dormant or inactive clients, understand their investment needs, and encourage trading activity.Cross-Selling: Engage clients with relevant investment products such as Mutual...

As part of the retail distribution team, the role holder is responsible to provide compliantfinancial advisory services to clients and manage their portfolio.Revenue generation Responsible to generate brokerage primarily through advising clients on theirportfolio. Responsible for acquiring new Clients from the Market. Ability to cross sell third party...