13

Equity Advisor Job Vacancies in Delhi NCR

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Looking For Team Manager

BS2 Hire (Path of Career Solution)

Team Leader Equity Broking Stock Broker Share Broker Equity Sales Mutual Funds Demat Electronic Security Wealth Advisor Wealth Manager Team Manager HNI Acquisition HNI Sales
Sr. Team Manager / Team Leader Responsible For Heading and Running Team. Handling a team of RM, Sales Manager, Team leads, and Equity Dealer. Strategizing and promoting business development initiatives in the region. Responsible for managing and developing new branches across region. Assisting clients with regards to their Investments in Equity, commodity, currency & other 3rd party products including MF and Insurance. Ensuring Cross Selling Of All Products (equities, Derivatives, Mf Sales And IPO Sales Etc) To Existing Clients. Co-ordinate with Regional heads & cluster Managers for management discussion. Building relationships with the client & educating them about Investments if required. Accelerating client base
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Equity Advisor

Neha Kumari & Co

  • 1 - 1 yrs
  • 3.0 Lac/Yr
  • Sector 31 Faridabad
Tele Caller Trad
Job Type: Full-TimeJob Summary:We are seeking a results-driven Sales Executive to join our authorized partnered team with Motilal Oswal. The ideal candidate will have a proven track record in sales. You will be responsible for promoting our investment banking services, and initiating Demat account opening. Key Responsibilities:Acquiring new clients and getting them onboard.Build and maintain strong relationships with clients, understanding their financial needs.Seek referrals from potential clients to increase new client base.Collaborate with cross-functional teams to ensure seamless service delivery and client satisfaction.
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  • 1 - 2 yrs
  • 2.0 Lac/Yr
  • Janakpuri Delhi
Equity Analysis Equity Advisor Stock Market Stock Broking Derivatives Trading Financial Analysis Good Communication Skills
We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMSRequirements:1. Minimum 1 year of experience in equity markets2. NISM certification is mandatory3. Ability to analyze financial data and market trends4. Proactive and client-focused attitude5. Candidate should have good communication skill
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Equity Dealer Brokerage Equity Broking Stock Broker Share Market Equity Advisor NISM Demat Stock Broking Stock Market Equity Sales Share Trading
Dear Candidate,Greetings From APEX SERVICESDesignation - Equity DealerMin Experience -1 YRS & aboveCTC - 7 LPA..Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc)Skills:-Minimum GraduationShould have a sound understanding / knowledge of capital markets.Should be result-oriented, self-starter, proactive, good communication skills.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory.Kindly reply with an updated CV on apex.muskansingh@gmail.com if you are interested in the mentioned Job Role. you can call also on 8400586135
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Mutual Funds Equity Analyst Terminal Operator Derivatives Trader Relationship Manager Wealth Management Wealth Advisor Wealth Manager
Terminal SeatingOrder punching (on behalf of clients)Strong understanding of Mutual Funds, AIFs, PMS, and other financial products can be an added advantageExcellent interpersonal, communication, and relationship-building skills.-Identifying, acquiring, developing and maintaining customer relationshipsManaging and improving relationship values through latest updates & development in market
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Motilal Oswal- Hiring

Scinext Group Skills & Technology Private Limited

Training Finance Equity Broking Equity Advisor Sales Training Manager Financial Executive
Key Responsibilities:1. Provide training and support to newly onboarded franchisees to help them achieve their quick start targets and integrate smoothly into the Motilal Oswal network.2. Collaborate with department managers to understand specific training needs for their respective teams and tailor training programs accordingly.3. Lead training sessions for the internal sales and advisory teams, including teachback sessions to reinforce learning and retention.4. Organize and facilitate various franchisee engagement activities, such as Value-Added Training (VAT) sessions and Motilal Oswal Seminars (MOS), to enhance franchisee satisfaction and loyalty.5. Design and conduct focused franchisee training programs to address specific needs and challenges, ensuring maximum impact and effectiveness.6. Conduct monthly meetings with department heads to identify training needs for franchisees and develop training plans accordingly.7. Continuously invest in self-development to stay updated on industry trends, product knowledge, and training methodologies.Skills:- Proven experience in training delivery, particularly in the financial services industry or franchise management.- Strong understanding of Equity and training methodologies, adult learning principles, and instructional design.- Excellent communication, presentation, and interpersonal skills.- Ability to collaborate effectively with department heads, managers, and franchisees.- Experience in organizing and facilitating engagement activities and events.- Demonstrated ability to design and deliver focused training programs to address specific needs and challenges.- Commitment to ongoing self-development and learning to stay updated on industry trends and best practices.
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Equity Advisor (1-7 Years)

Investment solutions hub

  • 1 - 7 yrs
  • 3.0 Lac/Yr
  • Ramesh Nagar Delhi
Stock Broking Advisor
Key Responsibilities:Generate brokerage by advising clients on their equity portfolios.Develop and maintain long-term relationships with clients to retain existing customers and generate new business.Stay constantly updated with market knowledge.Ensure all activities comply with risk and compliance frameworks.Keep clients updated on their orders and market trends.Cross-sell third-party products such as mutual funds, SIPs, and PMS.Execute orders on behalf of clients and ensure high trade volumes and frequent trading.Promote research calls to increase trading volume and frequency.Maintain a high activation ratio and a large number of traded clients.Recommend and guide clients on investment strategies.Drive distribution business through wealth products like mutual funds, PMS, insurance, bonds, corporate FDs, and NCDs.Monitor client exposure limits and resolve client queries regarding market and investment.Focus on generating new business and client base.Ensure the opening of online demat accounts.Maintain relationships with trading customers.Handle and manage HNI clients.Achieve revenue targets that are 5 times the cost to the Company (CTC).Conduct stock market training sessions for clients to boost their investment knowledge and capabilities.Efficiently manage the process of opening new demat accounts for clients.Solicit and manage client references to expand the client base.Engage in derivative trading to enhance client portfolio performance and company profits.Preferred Candidate Profile:Ability to speak in the local language and English.Graduate from a recognized university or college.Strong product knowledge and understanding of the capital market.Minimum of 1 year of experience in equity broking.Holds the latest NISM 8 certificate.Understanding of the local market and captive client base.Basic computer knowledge, including email and Microsoft Office.Good operational knowledge and attention to detail.Process orientation and knowled
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  • 2 - 8 yrs
  • 15.0 Lac/Yr
  • Gurgaon
Equity Analyst Equity Research Analyst Equity Commodity Dealer Equity Advisor Stock Broker Stock Manager Mutual Funds
Equity Research Analyst (female) - Sector 54,GurgaonJob descriptionConduct thorough research and analysis of companies, industries, and market trends.Evaluate financial statements, annual reports, and other relevant data to assess the performance and potential of various investments.Monitor and analyze market news, developments, and economic indicators to identify potential investment opportunities and risks6 Days working
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Sales Advisor (full Time)

Prerana Hr Solution

Retail Sales Corporate Sales Channel Sales Direct Sales Financial Services Sales Insurance Sales Mutual Funds Sales Stock Broking Equity Broking Insurance Advisor BFSI SIP Banking Sales Account Opening B2C Sales B2C Marketing B2B Sale Walk in
Provide advisory services to clients on various financial products and investment options offered by Religare Broking LtdThis may include stocks, mutual funds, commodities, derivatives, and other financial instrumentsActively engage with potential clients and leads, either through inbound inquiries or by making outbound calls. Your primary responsibility is to convert leads into clients by offering tailored financial solutionsUnderstand the financial goals, risk tolerance, and investment preferences of clients. Based on their needs, recommend suitable investment strategies and products.Stay updated on the latest financial market trends, investment products, and regulatory changes.This knowledge will help you offer informed advice to clients. Meet or exceed sales targets, which may include revenue, number of clients acquired, or other performance metrics set by the companyBuild and maintain long-term relationships with clients. Provide ongoing support and address their queries and concernsEnsure a high level of client satisfaction. Ensure compliance with all regulatory and company policies while advising clients and handling their investments.Conduct research on financial markets and related news to offer timely insights to clients. This can help clients make informed investment decisions. Maintain accurate records of client interactions, recommendations, and transactions in the company's CRM (Customer Relationship Management) system. Collaborate with other teams within Religare Broking Ltd,uch as research analysts and support staff, to provide a seamless and comprehensive client experience
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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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  • 1 - 5 yrs
  • 4.0 Lac/Yr
  • Gurgaon
Tele Sales Executive Insurance Advisor Broking Investment Advisor Equity Advisor Telecaller
Job Summary :We are looking for an enthusiastic Telecaller Executive to contribute in generating sales and solving the queries of customers for our company.He/she must be comfortable presenting products or services over the phone as well as dealing with complaints and doubts.The goal is to help the company grow by bringing in customers and developing business. One point of contact for customer including product queries, grievances and servicesRoles & Responsibilities :Contact potential or existing customers to inform them about product or service.Solve queries regarding product and companyGenerate and maintain customer information in the databaseUnderstand customer requirement and close the query promptly.Keep record of calls and sales.Key Requirement :3 5 years of experience as telesales/ customer support representative or customer servicePreferred Industry Finance / Financial ServicesGood knowledge of relevant computer programsAbility to learn about products and services and describe/explain them to prospectOutstanding negotiation skills with the ability to resolve issuesExcellent communication skills.Preferred language proficiency English & Hindi
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  • 1 - 2 yrs
  • 3.0 Lac/Yr
  • East Delhi
Share Market Equity Advisor STOCK TRADING Option Trading Stock Marketing Work From Home
The Candidates who is looking for a professional Day-Trader career in Indian / International Markets.- The Candidate who is not looking for a Fixed salary and 9 to 5 job but looking to utilize his skills in trading.- The Candidates who want Financial freedom and Freedom from job.- The Candidates who think he /she is passionate for stock market trading and are comfortable to invest ample time inorder to pass the learning curve.
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Digital Sales

Kavya Management Services

  • 1 - 3 yrs
  • 3.3 Lac/Yr
  • Gurgaon
Insurance Advisor Stock Controller Real Estate Agent Mutual Funds Sales NBFC Investment Advisor Stock Broking Stock Market Equity Sales Equity Dealer Finance Executive Walk in
ABOUT THE COMPANY: ----The only company in India Providing Investment opportunity into international Stock Markets like UK, USA, and Asia- Pacific.Capital Street Group is a wall established global MNC with having physical presence covering 10 major counties.Having a local office in India Since 2009 with more than 25 branches.VACANCY: ---Here is an opportunity to work within an organization that is changing the face of investing in India. Join the most rewarding career in the US and European Stoke market. The candidate will be responsible for finding and meeting new people that can open investment accounts, and convincing them to start investing in the stock market.INTERVIEW, SELECTION AND JOINING PROCESS:---There will be Four rounds of interview HR round, Professional achievements and knowledge, Last round and final discussion.The selected candidate will get a provisional offer letter within 24 hours from the selection.The candidate has to confirm the provisional offer, and it is required to send all the original documents and credentials from his/her previous employment.The company will do a reference check, and it being satisfactory will provide the confirmation letter of offer with the CTC draft.There will be an Induction Training Program for all the new joiners (this training period is paid and the salary for this training will be paid in the third month).After completion of training, an agreement of employment will be signed by both the parties.Preference will be given to the candidate who belongs to banking, insurance, stock market, real state, investment, NBFC, CASA, Mutual Funds, and Loans
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  • 1 - 3 yrs
  • 2.5 Lac/Yr
  • Janakpuri Delhi
Cold Calling Leadership Skills Equity Analysis Equity Broking Stock Market Share Broking
We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMSRequirements:1. Minimum 1 year of experience in equity markets2. NISM certification is mandatory3. Ability to analyze financial data and market trends4. Proactive and client-focused attitude5. Candidate should have good communication skill
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  • 0 - 2 yrs
  • 2.5 Lac/Yr
  • Janakpuri Delhi
Financial Services Financial Planning Corporate Finance Financial Consultancy Stock Market Equity Advisor Mutual Funds Sales Stock Analysis Finance
We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMSRequirements:1. Minimum 1 year of experience in equity markets2. NISM certification is mandatory3. Ability to analyze financial data and market trends4. Proactive and client-focused attitude5. Candidate should have good communication skill
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  • 1 - 2 yrs
  • 2.0 Lac/Yr
  • Janakpuri Delhi
Equity Analysis Stock Market Share Trading Mutual Funds Mutual Funds Sales Insurance Good Communication Skills
We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMSRequirements:1. Minimum 1 year of experience in equity markets2. NISM certification is mandatory3. Ability to analyze financial data and market trends4. Proactive and client-focused attitude5. Candidate should have good communication skill
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