Equity Advisor Job Vacancies in Mumbai

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.

Dear Candidate,Greetings From APEX SERVICESRole- Equity Dealer/HNI DealerCTC- upto-7 LPA + incentive + Other benefit 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 at apex.ujjwal@gmail.com if you are interested in the mentioned Job Role, you can call also on 6394266681

Read the complete description before apply ONLY Mumbai based applicants will be considered We are registered RA firm based in Mumbai,Currently in search of eligible candidate having eligibility NISM X and work experience as per Sebi guidelines. This is the requirement for contract base RA support for specific period of time. Only relevant profile are advised to submit application to review. Good luck!

Role: Sales Wealth Counselor (Pullback) Qualification: Graduate Location: Mumbai (Work from Office) Experience:1.5 years to 4 years in Sales(Inside Sales) Working Days: 6 Days working (wherein 4th & 5th Saturday is going to be off, Subject to companies policy) Shift Timing: 10:00 AM 7:00 PM Interview Round: (Walk in -office Interview) Notice Period Immediate Joiners Requirements: Graduate (Mandatory) At least 2-3 years working in Hardcore Sales profile, Collections Background, Finance Sales, Product cross-sell/up-sell experience from Telemarketing/Tele-calling in BPO will be considered Sales Experience in the Equity/ BFSI / Finance sector will be an added advantage At least 2-3 years working within a sales environment preferably in a proactive telemarketing role. Excellent Communication Skills with Telephonic Etiquette (Written & Verbal) Fluency in English & Hindi is must Passionate personality, Aggressive in nature, Result Oriented, & Punctual in all aspects Takes complete ownership of retaining every existing client and is innovative to excel the odds Be proactive in taking up additional responsibilities Is flexible and ready to extend shift hours in need of business requirements and deliverables Roles and Responsibilities: Reactivate expired clients by renewing their subscription through our products offerings in line with their investment goals Probe, Identify and Create opportunities by interacting with existing customers with the emphasis on our product offerings and highlight the importance of wealth creation in the long term Proactively follow-up, build client relationship and Reactivate expired leads who have lost association with R&R Reach maximum clients each day and rebuild healthy business relationship with them to rebuild confidence and ensure continuityMaking minimum 100 to 120 calls per day

Presentation Skills, Client Relationships, Meeting Sales Goals, Sales Planning, Equity & Commodity Broking,

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

- Execution of trades for Retail and HNI clientele with high-Speed proficiency and accuracy in all segments of markets such as BSE Cash Market, NSE Cash Market, NSE F&O Market.- Provide Market insights and Investment advice to existing and potential clients- Trade confirmation, dormant client follow-up, reactivation of existing clients, some prospective client follow-up..- Deal with day-to-day administrative issues in support of trading activities and liaison with trading operations.- Strong ability to communicate clearly with Sales People and clients.- Well organized, disciplined approach to work with a high level of attention to detail. Disseminate market information to our clients.- Ability to work well under pressure and in a fast-paced environment

We are looking for 5 Equity Dealer Posts in Vile Parle, Mumbai, Maharashtra, Equity Dealer, equity advisor, with deep knowledge in Stock Broking, Finance, Stock Market, Equity Sales, Equity Dealer, equity advisor and Required Educational Qualification is : Diploma, Advanced/Higher Diploma, Professional Degree, Other Bachelor Degree,

DescriptionProfiling clients by conducting an in-depth review of the client's financial requirements, analyzing equity portfolios, and recommending suitable portfolios as per their risk profile.Communicating with prospective clients for advisory services sales.Maintaining healthy relationships with all the potential clients.Achieve business targets in terms of generating revenue, enhancing and upgrading the client relationships.Creation of revenue and activation of clients through effective advisory (Target Based).Desired Candidate:Excellent Communication, Interpersonal, Convincing & Selling Skills.Aggressive and confident individuals with sound knowledge of Equity investing & the stock market.Fluent English, emailing, calling, chatting, other communication.Attractive Incentives.Understanding the Stock Market and Equity Research & Analysis.Monthly incentive and annual performance linked bonus.Salary: 300,000.00 - 400,000.00 per year plus monthly incentive and annual performance linked bonus.RequirementsMaster's/Bachelor's Degree along with 1-2 years of experience in Stock Market. Have an understanding of markets and the operations with focus on client relationship and advisory sales.Strong Verbal and written communication skills along with Microsoft Office proficiency. An understanding of basic CRM platforms, preferably people who have worked under the same profile in the same industry.Ability to work independently and manage employee relations. Adapt to changes and work in an agile manner.

: As a Dealer at HENSEX Securities, you will be responsible for executing trades, tracking the portfolios, and ensuring the smooth functioning of our financial services operations. Responsibilities:1. Execute buy and sell orders for stocks and other financial instruments as per client instructions and market conditions.2. Monitor market trends, economic news, and company-specific developments and inform our clients.3. Help clients in Managing and maintaining portfolios, ensuring compliance as per their objectives and risk tolerance.4. Provide timely market insights, research reports, and investment recommendations to clients.5. Build and maintain strong relationships with clients, addressing their queries and concerns in a professional manner.6. Cross Selling the products to clients.Requirements:1. Bachelor's degree in finance, Economics, Business, or a related field (Master's degree is a plus).2. Min 1 year of experience as a Stock Market Dealer or in a similar trading role.3. Proven track record of successful trading and portfolio management.4. Strong understanding of financial markets, investment products, and trading strategies.5. Proficient in using trading platforms and financial analysis tools.6. Excellent analytical skills and ability to interpret complex financial data.7. Excellent communication and interpersonal skills to effectively interact with clients and team members.Salary: We offer a competitive salary and commission structure that commensurate with Industry levels.

We are Looking for Mep Engineer. Capable of Handling Mep Part in Building Project ,Specially in Execution

Business Development Executive:Roles and Responsibilities: Build and maintain relationships with clients through calling. Create compelling sales pitches. Reach out to potential clients to inform them about our products and services. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. Responsible to ensure all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior as and when required.Required Skills: Should have sound understanding of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Should possess strong networking & relationship building skills. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with clients. Will be responsible for primarily selling capital market-based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Should have good communication & presentation skills.

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

Urgent Hiring for Equity Dealer.Company Name- Aditya Birla MoneySalary- 3 to 8 LPALocation-MUMBAI (All Areas) & Chandigarh, Jalandhar, patiala, Ambala, AmritsarEducation: Graduate (Any Stream) with knowledge of financial markets.Experience- 1+ Years NISM 8 certification (Equity & derivatives) Job Description:1. Execution of trade orders on behalf of clients.2. Building relationships with clients & educating them about Investments.3. Client Acquisition as per targets.4. Client meetings and bank branch visits as per the goal sheet. Required Criteria:Immediate joiners would be preferredInterested Candidates can share their updated resumeAlso refer to interested candidates

Who are we?Treelife was founded with the sole purpose of empowering start-up businesses & helping entrepreneurs protect and monetize their ideas by providing customized legal, financial and compliance advice at every stage of growth. Backed by a multidisciplinary team with a proven niche in the startup space, we are adept at swiftly identifying and delivering effective solutions for early-stage businesses. From company formation to fundraise transactions, co-founders agreement to founder disputes, and from investors coming on the capable to their exit; we provide bespoke solutions to complex financial, legal and compliance problems. RESPONSIBILITIES:- Assistance in compliance due diligence in Venture Capital transactions- Reviewing Issue and Allotment documents for Securities on Rights Issue basis, Private placement, Buyback and Preferential Allotment Basis.- FEMA compliance like FCGPR, FCTRS, ODI, APR, FLA- Advising foreign companies to establish presence in India- Lead compliance for VC funding transactions- Strike off of the company under Fast Track Exit Scheme- ESOP/ Phantom Stocks compliance- Manage team members to provide quality deliverables- Ongoing interaction with clients and stakeholders in the Company- Implementing processes or systems to help ensure good management of the organization or compliance with legislation for the clients- Stay abreast with changes in the legal and regulatory landscape- Maintain and update policies based on changes in industry regulations and approach- Advice clients on risks from a compliance perspectiveREQUIREMENTS:- CS degree with 0 - 6 years' experience post qualification - The candidate should have a strong academic background/qualification- Ability and willingness to work in a fast-paced environment- Solution oriented- Excellent communication skills

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.

Graduate / Postgraduate 5-10 years of Sales experience in managing partners / distributors / franchisee network of financial products from financial services industry (e.g. Mutual Funds.Manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI ).Lead or Team Handler with Team Management skills.Candidates having AUM (Asset under Management) and connect with Mutual Fund Distributors / Wealth Management companies / IFA / IRA is must.To prospect, acquire and drive business through partners.Responsible for identifying customer needs, assessing their risk appetite and providing them investment options on the lending side.To achieve budgeted targets in terms of amount of clients/volume of business & assets.To research, investigate and update themselves on available investment opportunities / financial market trend.To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.To provide various investment performance reports and summaries to the clients.To conduct and assist in organizing seminars, workshops and other business development activities.To prepare the MIS reports in the specified formats.

- Have experience into team handling or 7-8 years of experience into Equity Advisors.

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