Equity Advisor Jobs

We are hiring an Equity Manager for our financial advisory firm. The role involves analysing equity markets, providing technical and fundamental research, generating trading and investment recommendations, and managing client portfolios. The candidate will monitor market trends, prepare research reports, guide the advisory team, and ensure effective risk management for clients. The ideal candidate should have strong knowledge of the stock market, analytical skills, and experience in equity research and trading. Relevant experience in financial advisory or investment research and certifications such as NISM will be an added advantage.

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.

A multi-billion private equity firm is looking to hire an Accountant - Accounts Payable and the role is based in Singapore. The firm has a strong track record in Asia and continues to grow in the region.Key Responsibilities:Prepare and keep track of all payments and expenditures, including payroll payment arrangement and staff reimbursement / expenses claimsReview staff reimbursement / expenses claims according to company's policies, and arrange for payment approvalEnter and upload invoices into system, and process all invoices and payments related transactionResolving all payables related issues with internal and external stakeholdersPreparing bank reconciliations, ageing report and Statement of AccountsResolving all payables related issues with internal and external stakeholdersMaintaining accounting ledgers and assisting in monthly closingPerforming vendor and bank reconciliationsWorking with various stakeholders to improve AP process, controls & analysisPreparing analyses of accounts and producing monthly reportsSupporting internal and external audit requirementsContinuing to improve the payment processOther responsibilities as assignedKey RequirementsDiploma / degree in Accounting, as well as prior experience in a similar role with 4-8 years professional experienceExperience in management of staff reimbursementWell versed in the MSOffice suite. Knowledge in Xero accounting software is a plusSelf-motivated, independent in a fast-paced environment and fast learnerOrganized and possess a high attention to detail.Have can-do attitude and open mindsetFluent language skills in English.

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.

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.

Knowledge of Stock Market, Nism 8 Pass, Make Future Bright and Secure ,, Clients Meeting , Mf and other Financial Products

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

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

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

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

Hiring for 10 Equity Dealer/ Trader- Stock Broking Jobs in Bengaluru with minimum 1 Year Experience,Required Educational Qualification is : B.A, B.C.A, B.B.A, B.Com, B.Sc, B.E, B.Tech, Other Bachelor Degree, Post Graduate Diploma, M.C.A, M.B.A/PGDM, M.Com, M.Sc, M.Tech, Any Master Degree with Good knowledge in Stock Broking,Stock Market,Stock Broker,Equity Commodity Dealer,Equity Advisor,Equity Dealer etc.Job description- Order Punching on behalf of client, Terminal Handling, Advising the client- Client base is Provided by the company- Achieve target of brokerage generation- Cross selling of Mutual Fund, Demat A/c to existing client- popularplacement@gmail.comRequired Candidate profile- Must have NISM 8 Certificate.- Should be ready to achieve Brokrage generation target- 1 Year of Dealing Experience in Stock Market.

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

About our client:Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity, debt, currency, commodity and derivatives markets, as well as in wealth management, insurance, mutual funds and portfolio management services. Location : Chennai Roles & Responsibilities:Develop and maintain a long-term relationship with customers. To execute trades for clients in NSE, BSE & FNO Segments.Should be presentable with good communication & convincing skill.Trade on behalf of clients. Reactivation of dormant clients. Ensure growth in clientele by converting leads. Generate Equity Business and maintain strong client relationship.Cross sales product from time to time.

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

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

We have vacant of 69 Equity Advisor Jobs in Dehradun Road, Haridwar, for Freshers Educational Qualification : Secondary School Skill Technical Analysis etc.

RESPONSIBILITIES Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients Doing daily meeting with clients and responsible for lead conversion Responsible for business development through acquisition of high net-worth clients. Monitor financial market trends to ensure that client plans are responsive. Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Mandatory numbers of meetings with clients to keep them updated with the current market scenario. Will be responsible for primarily selling Equity based investment products and Mutual funds. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets, based on revenue generation through investment products. Provide regular updates to the immediate superior as and when required Collecting KYC documents and required documents of Customers getting file ready and ensuring all the other required formalities are done. Ensure 100% compliance with company policies, procedures and guidelines Doing Marketing activities and promotional campaign for generating leads Analyse client portfolios and make necessary suggestions. Recommend financial products. Responsible for identifying customer needs and assessing their risk appetite Provide regular updates to the immediate superior as and when required Create and enforce plans that will help meet the needs of the customer.QUALIFICATIONS Graduate / Post graduate with 2+ yrs experience in direct selling of financial products from any financial services industry. Should have good communication & presentation skills. May have good existing client relationships in the market. Should be a self-starter, proactive & target oriented. Should possess strong networking & relationship building skills

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

We urgently require for Trading & Inter-trading candidates for Banglore Location:Requirements:- Education Level : Any Graduate /PG Salary Band : 25,000 to 40,000 Per Month Work Location : Whitefield/Hoodi main Road Skills : The ability to analyze data and make decisions quickly, Confidence & Team working skills Work Experience : Minimum 3YearsJob description for Trading:- Researching prices and markets. Making plans for purchases and sales. Buying and selling securities on behalf of the company. Recording and reporting each days profit and loss. Assisting the company to attract new clients by maintaining and enhancing marketing materials. Following news coverage for information about price changes. Gathering information from researchers, sales traders (traders who deal directly with clients) and other colleagues executing trades. Keeping notes and records. Collating reports.

Job description1. Responsible to generate brokerage primarily through advising clients on their equity portfolio for long-term investments as well as positional trading ideas in stocks for the short/ medium term.2. To keep abreast with market knowledge and market intelligence3. Responsible for ensuring all activities adhere to Compliance & Risk.4. Develop and maintain long-term relationships with customers to maintain a high level of retention of the existing customer and also focus on generating new business.5. Equity Dealing , Stock Trader1) Minimum of 2-3 years experience in Equities on the clients advisory side. 2) Should possess strong networking and relationship-building skills and good communication skills.3) Should be NISM Currency Derivatives certified.Knowledge of Capital Market, Equity Advising, Equity Dealing /Trading, Financial Planning, Stock Broking

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

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

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

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

A multi-billion private equity firm is looking to hire an Accountant - Accounts Payable and the role is based in Singapore. The firm has a strong track record in Asia and continues to grow in the region.Key Responsibilities:Prepare and keep track of all payments and expenditures, including payroll payment arrangement and staff reimbursement / expenses claimsReview staff reimbursement / expenses claims according to company's policies, and arrange for payment approvalEnter and upload invoices into system, and process all invoices and payments related transactionResolving all payables related issues with internal and external stakeholdersPreparing bank reconciliations, ageing report and Statement of AccountsResolving all payables related issues with internal and external stakeholdersMaintaining accounting ledgers and assisting in monthly closingPerforming vendor and bank reconciliationsWorking with various stakeholders to improve AP process, controls & analysisPreparing analyses of accounts and producing monthly reportsSupporting internal and external audit requirementsContinuing to improve the payment processOther responsibilities as assignedKey RequirementsDiploma / degree in Accounting, as well as prior experience in a similar role with 4-8 years professional experienceExperience in management of staff reimbursementWell versed in the MSOffice suite. Knowledge in Xero accounting software is a plusSelf-motivated, independent in a fast-paced environment and fast learnerOrganized and possess a high attention to detail.Have can-do attitude and open mindsetFluent language skills in English.