Equity Broking Jobs

JD For Dealer ROLES & RESPONSIBILITIES: Advising clients for equity products. Punching orders on behalf of clients after their consent. Generating Brokerage. Activating clients for equity. Handling important clients and

Key Responsibilities:1. Trade Execution & Client DealingExecute buy/sell orders for clients across NSE/BSE terminals, manage pre-trade and post-trade confirmations, and ensure accurate execution in line with client instructions and compliance standards. 2. Market Advisory & Client ServicingProvide clients with market updates, research-backed trading ideas, and advisory support on market movements while resolving client queries and maintaining strong relationships. 3. Portfolio Monitoring & Risk ManagementMonitor client portfolios, margin positions, and exposure limits, while supporting clients on risk-related actions including margin calls and portfolio reviews. 4. Revenue Enhancement & Product AdvisorySupport growth in client engagement and trading activity while identifying opportunities to advise clients on relevant financial products such as Mutual Funds, IPOs, PMS, Insurance, and Fixed Income solutions. 5. Client Relationship Management & Account ActivationStrengthen and expand the active client base through new account onboarding, reactivation of dormant clients, regular engagement, and relationship-driven service focused on long-term client retention. 6. Compliance & Operational ExcellenceEnsure all trading, advisory, and client servicing activities adhere to regulatory guidelines, internal compliance frameworks, and operational best practices.

Urgent Hiring for Equity Dealer in a leading Mse Financial Services Ltd* Placing Equity & Derivatives orders for clients.* Passing trading tips to the clients.* Confirming completed orders.* Generating Brokerage income to the company.* Candidates should have NISM-8 CertificateLocation: Coimbatore

As the company works on advisory model, the Wealth Manager will be responsible for the promotion, development and handling of client relationships related to financial planning and wealth management.The capacity utilization of a WM will be as follow1. Marketing activities including moving into the market 60%2. Handling of portfolio including doing technical analysis- 30%3. Tax planning 10%

Manage & grow 25L+ Super HNI portfolios. Advise on Equity, Derivatives, Currency & Commodity markets. Drive revenue & cross-sell MF, PMS & Insurance. Acquire & retain Chennai-based HNI clients. NISM/IRDA certifications .Existing Chennai HNI portfolio (mandatory)

Roles and Responsibilities Acquire customers for Demat and Trading Account and generate revenue through brokerage. Manage relationships of an existing portfolio of clients to up-sell and cross-sell differentproducts such as mutual funds Acquire new customers through active referrals from clients in existing portfolio andself-generated leads and thereafter adds these clients to his/her existing portfolio for futurecross sell Conduct regular Client Meetings & update the same in the meeting tracker Be active in scouting leads, converting them into meetings to onboarding and finallyconverting them to sales. Track customer complaints/queries and turnaround times for customer satisfaction.

As a Business Analyst, you will be responsible for analyzing business processes, identifying areas for improvement, and developing strategies to enhance operational efficiency. You will collaborate with stakeholders to gather requirements, conduct research, and generate reports to support decision-making.Key responsibilities include conducting data analysis to identify trends and insights, developing business cases to support strategic initiatives, and facilitating communication between different teams to ensure project success. You will also be expected to participate in meetings, workshops, and presentations to share findings and recommendations.The ideal candidate will have strong analytical skills, excellent communication abilities, and a keen eye for detail. A post-graduate degree in a relevant field is required, along with up to 4 years of experience in a similar role. You should also be proficient in data visualization tools, project management software, and have a solid understanding of business processes and technology. Confidence, adaptability, and a proactive approach to problem-solving are essential for success in this role.

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.

Key Responsibilities:Execute equity trades (NSE/BSE) accurately and promptly on behalf of clients.Monitor stock market movements and provide real-time trading advice to clients.Maintain active communication with clients to inform them of market trends, investment options, and risk factors.Ensure all regulatory and compliance requirements (SEBI, NISM, etc.) are met in daily trading activities.Coordinate with the back-office team for timely settlement and reporting.Maintain and grow client relationships to ensure repeat business and client satisfaction.Prepare daily and periodic trading reports for internal and client use.Monitor client positions and margin requirements to prevent over-leveraging.Support in onboarding new clients and advising them on investment strategies.Qualifications:Bachelor's degree in Finance, Commerce, or a related field.Mandatory: NISM Series VIII - Equity Derivatives Certification.;

Trading Account Opening meeting New Prospects .develop and Implement Effective Sales Strategies and Market Analytics.manage and Lead a Team of Sales Representatives.achieve Sales Targets and Monitor Performance Metrics.build and Maintain Strong Client Relationships.analyse Market Trends and Identify Growth Opportunities.prepare Sales Forecasts and Budgets.collaborate with Marketing and Product Teams to Enhance Customer Offerings.ensure Compliance with Regulatory Requirements.meeting Old and New Clients.maintaining Excel for Daily Working and Team.

Should place orders and ensure executionshould be able to work fast with accuracyshould be good in communicationshould be able to analyse and suggest

Roles and Responsibilities:New client acquisition for Trading and Demat accountRevenue generation through brokerageMonitor and review team members' performance and help the team to achieve maximum business resultsMaintaining client relationshipsRemain updated about the latest investment products and market trendsTo guide the client about the suitable investment/trading products as per the client's profileTo ensure the achievement of the Acquisition Targets of HNI clients, Retail clientsQualification, Experience, CTC:Any Graduate/Any Post GraduateExperience in the Broking/Securities/Advisory industry is a MustWork from the Office15,000 to 30,000Walk-In Interview Details:Monday to Friday - 9 AM to 5 PMVenue - 9th Floor, NRK Business Park, Vijay Nagar, Indore

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 descriptionCompany: Growth InvestingLocation: Sector 46, Gurgaon (Work from Office + Work From Home)Job Type: Full-TimeSalary: 3.00 6.00 Lacs per Annum +IncentivesAbout us:GrowthInvesting.in is a data-driven equity research and Model Portfolio platform focused on building smart, growth-oriented portfolios. We empower investors with research, insights, and AI-powered tools. WE are SEBI-registered & Specialize in building high-conviction equity portfolios and derivative trading plans using in-depth analysis .Role OverviewAs a Sales Manager, your primary responsibility will be to drive sales and client acquisition. You will engage with potential investors, understand their needs, and guide them toward suitable equity portfolios or trading solutions.This role is ideal for someone who understands the Investing, stock market & Mutual fund, has experience in financial product sales, and is excited to help clients grow their wealth through structured investing.Key ResponsibilitiesLead Generation: Identify and qualify leads through outbound calls, emails, and digital channelsClient Engagement: Educate potential investors on stock market investing and our offeringsPortfolio & Trading Advisory: Match clients with:Equity PortfoliosIndex Derivatives (Options & Futures)Equity DerivativesOption StrategiesCommodity DerivativesSales Execution: Pitch and close investment solutions including:Mutual FundsEquity portfolio'sGrowth Investing SmallcasesEquity & Derivative Trade PlansTarget Achievement: Meet client onboarding and revenue goalsCRM & Follow-ups: Maintain records, nurture leads, and build strong client relationshipsWhat Were Looking ForEducation:Bachelors Degree Must (B.Com - Preferred)NISM Certification (Preferred Series XV)Experience:Minimum 2 years in sales of Mutual Fund, Equity, Equity portfolios, PMS, AIF, mutual funds, or VC productsMinimum 2 years of exposure to equity + derivatives marketsTrading experience is a strong plusSkills:Strong understanding of equity market basics and derivative strategiesExcellent communication & consultative selling abilityTarget-driven, organized, and self-motivatedPrior experience with CRM or sales tracking tools is preferredPerks & BenefitsLearn directly from a SEBI-registered Research AnalystBe part of a growing fintech research & advisory startupTransparent incentive + bonus structureExposure to real-world equity & derivative strategiesClear growth path into wealth advisory or portfolio strategyJob Types: Full-time, PermanentPay: 300,000.00 - 600,000.00 per yearBenefits:Flexible scheduleInternet reimbursementWork from homeEducation:Bachelor's (Required)Experience:Equity & Derivative : 2 years (Required)Language:English/Hindi + 1 Regional Language (Required)License/Certification:NSIM XIV (Required)Work Location: In personSpeak with the employer +91 9810500199Application Deadline: 20/08/2025Expected Start Date: 20/08/2025

We are hiring for wealth managers in one of the leading broking firm Min 7 yrs of experience required and location is based on Mumbai Churchgate Borivali AndheriCTC: Upto 14 LacsMale OR Female Anybody can apply.

Department - Wealth ChannelDesignation: Manager - Affluent Client RelationsGrade: M3 / M4Years of Exp: 3 to 9 yrsRoles:1. Work closely with the branch team to reach out to high priority and affluent clients.2. Understand client needs and offer comprehensive wealth management solutions,including investments, insurance, PMS/AIF and structured products.3. Achieve AUM and revenue targets through cross-selling investment products to exitingclients4. Ensure high standards of client servicing and compliance with internal and regulatoryguidelines.5. Keep updated on market trends, investment products, and global financial news.6. Proactively identify new business opportunities within existing and potential clients.7. Participate in marketing and client engagement events.

We are seeking a highly motivated and results-driven professional to join our team as a Stock Market and Mutual Fund Sales Executive. The ideal candidate will be responsible for acquiring new clients, promoting mutual fund products, and advising clients on equity investments based on their financial goals and risk appetite.

Good Knowledge of terminal operator , Client base trading ,Good Knowledge of Equity mutual fund, client Meeting

FINESSE STOCK BROKING SERVICES PRIVATE LIMITEDFinesse Stock Broking services is a team of a young energetic people focused on creating wealth for clients.Now we hiring for excellent candidate in our organization.Job Description for Equity dealer: At Finesse, Equity Dealer is expected to read the trades generated by Algorithms and execute the trades efficiently within a specified time. Efficiently use excels to make data easily understandable and suggest on models to save costs while trading. Location: Jaipur, Rajasthan- 302001Qualification: Graduation MandatoryExperience: Only Experienced Candidate Allow.Language: English, HindiMandatory: NISM SERIES 8 CERTIFICATEPrefer only Jaipur Based. Job Skills: 1. Exceptional Focused & Analytical Abilities2. Strong Listening & Decision-Making Skills3. Excellent Communication Skills 4. Proficiency in MS Excel 5. Knowledge of Stock Market 6. Advanced mathematical and aptitude skills 7. Certificate required NISM equity derivatives series VIII.8. Knowledge of client trading/ dealing9. Good Communication Required Other Skills Required Stock market traders must thrive in stressful environments. As a result, they must be able to think and act quickly and be adaptable and focused. Job Duties:Execute purchases and sales of trades in a timely and efficient mannerResearch and resolve issues in trading areaCreate Trading ReportsAttain thorough knowledge about stock market terms and trading practices.Evaluate the risk involved and make appropriate decisions and prepare the relevant reports.Requirement Possess a strong work ethic and be able to learn quickly in a fast paced, high pressure environmentGreat attention to detailAggressive, self-motivated individual who functions well in a team environmentAdaptable, willing to learn, and passionateMaintain composure and communicate clearly when under pressureNote: Also hire commodities candidate for night shift.

Job Title: Equity Dealer Stock BrokingLocations: Surat, Ahmedabad, Rajkot, MumbaiJob Description:We are seeking a skilled and proactive Equity Dealer to join our team. The ideal candidate will be responsible for executing trades, providing investment recommendations, and ensuring seamless trading experiences for clients. This role demands strong market knowledge, client interaction skills, and the ability to perform under pressure.Key Responsibilities: Execute buy/sell orders for clients with accuracy and speed. Communicate trading calls and investment ideas effectively to clients. Achieve brokerage revenue targets and promote cross-selling of financial products. Maintain strong relationships with clients and provide ongoing support. Monitor market trends, stock movements, and trading activities to advise clients. Ensure compliance with regulatory guidelines and company policies.Required Candidate Profile: Must hold NISM Series 8 (Equity Derivatives) Certification. Minimum 1 year of experience as an Equity Dealer in the Stock Market. Ability to work efficiently in a high-pressure, fast-paced trading environment. Strong analytical skills and knowledge of financial markets. Excellent communication and client-handling abilities.Please Note Targets: 5 KYC (Know Your Customer): Acquire 5 new clients. Each client should have a trading margin (funds available for trading) of 50,000 to 1,00,000. 3x Revenue of Salary: Generate revenue that is three times your current salary. TPP (Third Party Products): Focus on selling the following Third Party Products:o Insurance, Term Plan, IAP (Investment Advisory Platform), PMS (Portfolio Management Services)

Should be authentic and should have good knowledge about Stock Market operationsShould be good in communicationsShould be able to place and execute buying & selling orders of sharesShould have good knowledge about dealing activities

Urgent Hiring for Equity Dealer in a leading Mse Financial Services Ltd* Placing Equity & Derivatives orders for clients.* Passing trading tips to the clients.* Confirming completed orders.* Generating Brokerage income to the company.* Candidates should have NISM-8 CertificateLocation: Coimbatore

Roles and Responsibilities-Meeting existing customers on a regular basis for achieving service standards.-Attending morning meeting to discuss strategy for the day-Develop and maintain a long-term relationship with clients.-Focus on generating new business.-Desired Candidate Profile-Experience: 1 years of experience is required in broking house.Qualification: Graduation is mandatory.

Roles and Responsibilities-Responsible for recruitment and management of representatives.-Train and motivate team members to provide a better understanding of market/products.-Monitor and review team members performance, help them achieve maximum business.-Meeting existing customers on a regular basis for achieving service standards.-Attending morning meeting to discuss strategy for the day-Develop and maintain a long-term relationship with clients.-Focus on generating new business.-Desired Candidate Profile-Experience: 1 years of experience is required in broking house.Qualification: Graduation is mandatory.

Company Overview:Capital Via is a pure play financial market research and consulting company. We are differentiated by the stature of our diverse team. Our 20 years of legacy and values shape our future, helping to strengthen our business and bring value to our clients.Capitalvia Fintech Private Limited (CFPL) is a registered startup operating as a Private Limited Indian Non-Government Company. The Company is engaged in the Financial Services Industry.Job Role or Responsibilities: Direct sales of demat accounts for Axis Securities and margin collection for equity, commodity and currency Revenue generation through brokerage Handling the team and motivating them to achieve their targets (for experienced candidates) To research, investigate and update clients on available investment opportunities/financial market trend to determine whether they fit into clients portfolios Resolving complaints and issues efficiently and in a timely manner of customers Handle and manage HNI clients Cross-Sales (Training products)Required Qualifications: Any Graduation/ Postgraduate Any prior experience in a similar field (Broking, Investment Advisory) is an added advantage Only work from officeRequired skill set: In depth knowledge about the stock market industry Should be target oriented Good marketing skills Should have the zeal to learn new things/ skills Good communication skills Adaptable to dynamic situations

Location : Gurugram, HaryanaWork Preference: Work from Home/Work From OfficeJob Description : Enrollment AdvisorEmployment Type: Full-timeAbout GrowthInvesting.inGrowthinvesting.in is a leading platform offering expert-led Equity Portfolio's , Model Portfolio and Research Calls on stock/Equity/Derivative trading, financial markets, and investment strategies.Position OverviewWill play a pivotal role in guiding potential Investors & customers to enroll in our Equity Portfolios on Smallcase.com.If you are passionate about financial markets and education and have the drive to succeed, we'd love to hear from you. Share resume to help@growthinvesting.in or share your resume on 9810500188. Incentives-Lucrative performance-based incentives.Key Responsibilities1. Customer Engagement: Reach out to potential customers who have expressed interest in growthinvesting.in Model Portfolio Management. Understand their needs and provide tailored advice on offerings.2. Model Equity Portfolio Promotion: Clearly articulate the benefits of enrolling in our Equity Portfolio on Smallcase.com and Mobile Application, including mentorship under expert Research Analysts and detailed content.3. Lead Conversion: Achieve and exceed enrollment targets through consultative selling techniques. Follow up with leads to close sales effectively4. Knowledge Application: Utilize your understanding of stocks and financial markets to build trust and credibility with potential customers.5. Reporting: Maintain accurate records of customer interactions and sales progress.Working knowledge of stocks, trading, and financial markets.1.Strong communication and interpersonal skills.2.Ability to build rapport and engage customers effectively.3.Self-motivated and target-driven mindset.4.Basic proficiency in using CRM tools and MS Office.

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

Job Description1. To identify and acquire the customers2. Maintaining the relationship with the customers.3. Retention of customers4. To cross-sell the investment party products5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect.Providing clients with advices that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run.1. Generate revenues and AUM for the company as per the expectation2. Give high priority service to the customers as per the company processes3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company

Job Description1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation 2. Give high priority service to the customers as per the company processes 3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company

Key Responsibilities:Execute equity trades (NSE/BSE) accurately and promptly on behalf of clients.Monitor stock market movements and provide real-time trading advice to clients.Maintain active communication with clients to inform them of market trends, investment options, and risk factors.Ensure all regulatory and compliance requirements (SEBI, NISM, etc.) are met in daily trading activities.Coordinate with the back-office team for timely settlement and reporting.Maintain and grow client relationships to ensure repeat business and client satisfaction.Prepare daily and periodic trading reports for internal and client use.Monitor client positions and margin requirements to prevent over-leveraging.Support in onboarding new clients and advising them on investment strategies.Qualifications:Atlest 1 year of experience in ODIN softwareMandatory: NISM Series VIII - Equity Derivatives Certification.