Array ( [0] => equity-advisor [1] => pune ) Equity Advisor Jobs in Pune,Equity Advisor Job Vacancies in Pune Maharashtra
9

Equity Advisor Job Vacancies in Pune

filter
  • Location
  • Role
  • Functional Area
  • Qualification
  • Experience
  • Employer Type

Equity Advisor

Boyen Haddin

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.
View all details
Apply

Walk-in For Looking For Equity Dealer

Apex Services

Equity Daeler Equity Advisor Securities Broking Cross Sales Share Market
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
View all details
Apply

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.
View all details
Apply

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
View all details
Apply

Get Personalized Job Matches

Based on your experience, skills, interests, and career goals to help you find the most relevant opportunities faster. Register Now!

Jobs by Related Category

Equity Advisor

Discoveries Quintessential Private Limited

  • 1 - 2 yrs
  • 5.5 Lac/Yr
  • Pune
Equity Sales Demet Stock Broking Equity Advisory Mutual Funds Portfolio Management Sales
Job 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 oftransactions, and visit franchisees monthly. Responsibilities:Perform risk profiling and make investment recommendationsPossess in-depth knowledge of stocks, bonds, and mutual fundsCross-sell and up-sell various financial products and servicesCoordinate with different departments for smooth processing of transactionsGenerate revenue through brokerage and cross-sellingMaintain accurate records and provide timely reports to managementQualifications:NISM - 8 certification is compulsoryBachelor's degree in finance, economics, or related fieldMinimum 1 - 2 years of experience in equity advisoryExcellent communication and interpersonal skillsStrong analytical and problem-solving skillsIf you're a self-motivated team player with a passion for equity advisory, we encourage you to apply. We offer a competitive salary package and the opportunity to work with a dynamic team.
View all details
Apply

Electrical Engineer Fresher Trainee GraduateEngineer

Evision

Equity Advisor Electrical Designer Electrical Engineer Electrical Site Engineer Electrical Incharge
We are hiring a Fresher Electrical Engineer for our ongoing Electrical ProjectsJob Location:- Noida, Mumbai, Pune Hyderabad Bangalore.He should know well drafting and should be proficient in Excel software and Letter Drafting.He should have good knowledge of procurement items included in BOQ.He should have the ability to complete the work quickly.He should be hardworking and have the ability to work.He should have confidence in himself to complete the work timely.Candidate must be an Electrical Engineer, those doing engineering from any other discipline please do not apply.
View all details
Apply

Equity Advisor

Swastik Investments

  • 2 - 4 yrs
  • Mukund Nagar Pune
Portfolio Management Demat Equity Research
Execute the orders on behalf of clients.Confirmation of trade done by EOD.Ensure the volume of trade is higher & clients trade frequently.Promoting research calls to increase volume & frequently.Daily processing & confirmation of trades.Punch orders for clients on NSE/ BSE terminals.Monitor client exposure limits.Solving queries of the customers.Drive focus on generating new business/client base o Responsible to ensure all activities are in adherence as per Compliance framework.Accelerating client base. 3rd party products sales (MF, Insurance, SIP ,PMS, private equity etc.)
View all details
Apply

Operation Manager

ABS International

Banking Operations Process Transition Process Excellence Service Delivery Operation Executive Operation Incharge Operation Manager Stock Broker Stock Market Operations Stock Broking Nism Equity Advisor Equity Dealer Equity Commodity Dealer Equity Walk in
Roles and Responsibilities Responsible for generating brokerage and volume. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on educating them about Investments. Portfolio Management. Punch orders on behalf of clients on both NSE and BSE terminals. Following the trading rules in carrying out daily trading operations. To achieve healthy revenues without compromising on clients profitability. Maintaining records of Transactions on internal software. Strong product knowledge and understanding of capital market. Maintaining trading diaries and net positions on daily basis (at end of the day). Daily processing and confirmation of trades to clients. Responsible for ensuring all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior as and when required.Desired Candidate Profile Minimum 2 years of experience required Persons with NISM VIII(Equity & derivatives) and NISM V(Mutual Funds) certifications are encouraged. Should have stock market knowledge . Should be well disciple and open to learn new concepts on trading and financial markets. Should be good with number crunching
View all details
Apply

Relationship Manager Sales

moneylicious

Mutual Funds Sales Equity Dealer Equity Advisor B2B Sales Executive B2c Sales
Responsible for profitability of channel of his region across all the products offered by Assetmine. Achieve the FY targets Through Channel + Direct Sales. Ensure Online Sales / Migrate clients to Online platforms Responsible for sales of third party products to direct clients and through channel sales as per business plan. Monitor competition, identify industry benchmarks and integrate into Distribution business on an ongoing basis. Certification & Training of Sub-Brokers. Ensuring delivery as per agreed service levels Driving business results as per the Business plan Market intelligence Event Management Seminars / Webinar / Workshops
View all details
Apply

Apply to 9 Equity Advisor Job Vacancies in Pune

  • Pune Jobs
  • Hyderabad Jobs
  • Ahmedabad Jobs
  • Bangalore Jobs
  • Mumbai Jobs
  • Chennai Jobs
  • Kolkata Jobs
  • Delhi Jobs