Equity Advisor Female Graduate Jobs in Mumbai

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Equity Advisor

Boyen Haddin

  • 4 - 10 yrs
  • 14.0 Lac/Yr
  • Mumbai +1 Pune
Equity Dealer Equity Trader HNI Acquisition HNI Client Handling Equity Broking
Direct Responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.
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Equity Advisor

Discoveries Quintessential Pvt. Ltd

Equity Sales Demat NISM 8 Certified Equity Advisor Equity Dealer Brokerage Trading Portfolio Manager Asset Manager Wealth Manager Relationship Manager
Key Pointers:In Broking, Trading, industry Handling Clients Portfolio, Management (Asset & Wealth )Worked as equity advisor/dealer on terminal / live marketGenerating revenue and comfortable with targetsJob Overview: We're seeking an experienced Equity Advisor with a strong understanding of broking, operations, risk profiling, and technical/fundamental knowledge of the stock market, bonds, and mutual funds. The candidate will generate revenue through cross-selling various products and services, coordinating with different departments for smooth processing of transactions, and visit franchisees monthly. Responsibilities: Perform risk profiling and make investment recommendations Possess in-depth knowledge of stocks, bonds, and mutual funds Cross-sell and up-sell various financial products and services Coordinate with different departments for smooth processing of transactions Generate revenue through brokerage and cross-selling Maintain accurate records and provide timely reports to management Qualifications: NISM - 8 certification is compulsory Bachelor's degree in finance, economics, or related field Minimum 1-3 years of experience in equity advisory Excellent communication and interpersonal skills
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Equity Advisor

Recruiters Choice

Portfolio Management Equity Sales Demat Walk in
1. Knowledge of broking, operations knowledge, risk profiling of client along withtechnical and fundamental understanding.2. In-depth knowledge of Stocks, Bonds, Mutual funds.3. Cross Selling & Up selling of various products and offering by MOSL.4. Visit to franchisee on monthly basis.5. Coordination with different department (RMS, Risk, Compliance, Sales) forsmooth processing of transaction.6. Generation of brokerage.7. Generation of revenue via cross selling other products and services.Interested candidates can share resumes
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Equity Advisor

Foundgate Consultancy

Portfolio Management Equity Sales Demat Equity Research Relationship Manager Dealing Broking Client Acquisition Stock Dealer Capital Market Stock Broking Stock Market Equity Dealer Finance Executive
We have vacant of 100 Equity Advisor Jobs in Hyderabad,Bangalore,Mumbai Experience Required : 2 Years Educational Qualification : M.B.A/PGDM Skill Portfolio Management,Equity Sales,Demat,Equity Research, Relationship Manager Dealing,Broking,Client acquisition etc.
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