Equity Advisor Graduate Experience Jobs in Kolkata

Key Responsibilities:Client Acquisition & Business Development:Identify and onboard new clients through various marketing and networking channels.Build and maintain strong relationships with existing and prospective investors.Achieve monthly and quarterly targets for client acquisition and revenue growth.Equity Advisory & Portfolio Management:Provide clients with timely investment advice on equities, derivatives, and other financial products.Conduct regular portfolio reviews and offer rebalancing recommendations based on market trends.Stay updated with stock market news, company performance, and global economic developments.Marketing & Brand Promotion:Execute marketing campaigns to promote the firms investment services.Conduct investor awareness programs, webinars, and seminars.Collaborate with the marketing team to generate leads through digital and offline channels.Revenue Generation:Drive revenue through brokerage, advisory fees, and cross-selling of financial products.Monitor client activity and ensure consistent engagement to maximize business potential.Required Skills & Qualifications:Bachelors degree in Finance, Commerce, Economics, or related field (MBA preferred).NISM Series VII / VIII certification (preferred or required as per SEBI guidelines).Strong understanding of stock markets, investment products, and trading platforms.Excellent communication, presentation, and negotiation skills.Proven track record in sales, revenue generation, or financial advisory.Key Competencies:Target-driven and self-motivated.Strong client relationship management.Analytical and result-oriented approach.Ability to work under pressure and achieve business goals.

Hi this is Sanjib Biswas(Assistent Vice President)Tradebulls Securities pvt Ltdwww.tradebulls.inWe Are HiringFor Function : Service/Sales Department : Advisory /Sales Designation : Advisor/DBM Place of Posting : KolkataMBA, BBA or Graduate NBFC or Banking Experience or Fresher 0-2 yearsKey Responsibilities* As a key player in our organisation, you will be responsible for acquiring new clients and service of Existing client in Equity, relationships building , & driving revenue growth through Existing Client & relationship management.* Strategically identify & approach potential clients through branch networks.* Foster a deep understanding of clients' financial goals & tailor solutions to meet their unique needs.* Stay informed about industry trends, market conditions, & investment opportunities to offer valuable guidance to clients.To apply send your CV on Whats App - 8335036713Mail - sanjib.biswas@tradebulls.in

Job descriptionGreeting from LMCDesignation - Deputy Manager, Manager and Sr. Manager.Role Type - Individual ContributorEligibilityMinimum of 2 years of experience as a Equity Dealer/trader in a broking firm.Certified in NISM/NCFM VIII certificate is Mandatory.Must have a sound understanding/knowledge of capital markets.ResponsibilitiesManaging financial portfolios of and on boarding High net-worth individuals and Corporate ClienteleResponsible for identifying customer needs, assessing their risk appetite and providing them investment options.Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolioAttain maximum reach of investment ideas/stock calls initiatedAchieve healthy revenues without compromising on clients profitabilityEnsure active management of clients & achieve the target active AUMHave clear focus on client miningAssist in new client acquisition, building new relationships and increasing depth in existing relationshipsConduct regular Client Meetings & update the same in the meeting trackerKeep abreast of the market news, financial trends and current affairs