Equity Broking Jobs

As an Equity Dealer, you will play a vital role in executing trades and managing equity investments for our clients.Key Responsibilities:- Execute Trades: You will buy and sell stocks on behalf of clients, ensuring that all transactions are completed accurately and efficiently.- Market Research: Conduct in-depth analysis of market trends, economic factors, and investment opportunities to provide informed recommendations.- Client Communication: Maintain regular communication with clients to discuss market developments and their investment portfolios, ensuring they are informed about their positions.- Trade Monitoring: Continuously monitor trades and market movements to minimize risks and maximize returns, adjusting strategies as necessary.- Compliance Adherence: Ensure all transactions comply with regulatory requirements and company policies to maintain integrity and transparency in trading activities.- Reporting: Prepare and present detailed reports on trading performance and market insights, which will help clients make informed decisions.Required Skills and Expectations:You should possess strong analytical skills and a good understanding of stock markets to succeed in this role. Excellent communication skills are essential for interacting with clients and providing them with up-to-date information. Proficiency in trading software and tools is expected, along with the ability to work well under pressure and make quick decisions. A minimum of 1 year and up to 7 years of relevant experience in trading or a related field is required. A degree in finance, economics, or a related field will be considered advantageous.

We are looking for a motivated and skilled Equity Dealer to join our team in Nashik. In this full-time role, you will be responsible for executing buy and sell orders for equities while providing excellent service to our clients.Key Responsibilities:- Execute Trades: You will carry out buy and sell orders in the stock market, ensuring all transactions are completed accurately and promptly. This requires attention to detail and understanding of market conditions.- Monitor Market Trends: You will keep an eye on market movements and trends to provide timely advice to clients. Staying updated with financial news is crucial to help clients make informed decisions.- Client Communication: Regularly communicate with clients about market trends, product offerings, and trade status. Good communication skills are necessary to build and maintain strong relationships.- Risk Management: You will assess trade risks and suggest suitable risk mitigation strategies to clients. This involves understanding the client's risk appetite and providing suitable options.- Reporting: Prepare daily, weekly, and monthly reports on trade activity and market trends to assist management in evaluating performance. Clear reporting is essential for tracking trading performance.Required Skills and Expectations:Candidates should have strong analytical skills and a good understanding of financial markets. Previous experience in equity trading or a similar role is preferred for candidates with 1 to 7 years of experience. A degree in finance or related field is advantageous. Effective communication skills are needed to liaise with clients, and a commitment to continuous learning about market trends is expected.

The Wealth Manager will be responsible for the promotion,development and handling of client relationships related to financialplanning, wealth management, tax planning.The capacity utilization of an SRM will be as follows:1. Acquisition of new client by moving into the market -60%2. Handling of portfolio and create new references from the client -30%3. In house training for operational and technical issues -10%KRA:-1. Manage Client Portfolio2. Create Leads Pipeline3. Arrange Participants for Events with the support of his Team4. Acquire Clients from Leads provided by System5. Stay Updated of Financial Market Events6. Understand Financial Planning, Wealth Management, Tax Planning

Job Title: Wealth ManagerCompany: I Cap Financial ServicesLocation: BangaloreEmployment Type: Full-timeRole OverviewWe are looking for a dynamic and result-oriented Wealth Manager to acquire and manage High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) clients. The candidate will be responsible for offering tailored investment solutions, managing client portfolios, and building long-term relationships while achieving revenue targets.

As a Wealth Manager intern, you will play a key role in assisting individuals with managing their financial assets and investments. Your focus will be on helping clients achieve their financial goals through effective planning and advice.Key Responsibilities:- Client Relationship Management: Build and maintain strong relationships with clients. Understand their financial needs and goals to provide tailored investment advice.- Investment Analysis: Assist in analyzing different investment options. Gather information about market trends and financial products to recommend suitable choices for clients.- Portfolio Management: Help manage client portfolios by monitoring performance and making adjustments as needed. Ensure that investment strategies align with clients' risk tolerance and objectives.- Financial Planning: Support in developing comprehensive financial plans for clients. This includes budgeting, savings strategies, and retirement planning.- Market Research: Conduct thorough research on financial products and market conditions. Keep informed about trends and news that might affect clients' investments.- Reporting: Prepare regular reports on client investments and market analysis. Communicate findings clearly to help clients understand their financial status.Required Skills and Expectations:You should be a recent 12th-grade graduate with a keen interest in finance and investment. Strong communication skills are essential for explaining complex concepts to clients. A proactive attitude and willingness to learn are highly valued. Basic knowledge of Microsoft Office applications and an eagerness to engage with clients will contribute to your success in this role. Freshers are welcome; this internship provides an excellent opportunity to gain hands-on experience in wealth management.

We are looking for a dedicated Stock Market Broker to join our team in Indore. The ideal candidate will be a female with a passion for finance and a willingness to learn. This full-time position requires employees to work from the office.Key Responsibilities:- Execute Trades: Buy and sell stocks on behalf of clients to maximize their returns, ensuring accurate and timely transactions.- Market Research: Analyze market trends and stock performance to provide clients with updated and informed advice regarding their investments.- Client Interaction: Communicate regularly with clients to discuss their investment goals and provide updates on their portfolios.- Account Management: Maintain and manage client accounts, ensuring all information is up-to-date and accurate.- Risk Assessment: Evaluate and explain potential risks associated with investments, helping clients make informed decisions.- Documentation: Prepare and maintain all necessary documentation for trading activities and client records, ensuring compliance with regulations.Required Skills and Expectations:Candidates should have a basic understanding of stock markets and investment strategies. Strong analytical skills are necessary to assess market data effectively. Excellent communication skills are essential to explain complex financial concepts to clients in a simple way. Candidates should be detail-oriented, ensuring accuracy in all trading activities and documentation. Being proactive and motivated to learn about market developments is crucial for success in this role. Previous experience in finance or customer service is a plus, but fresh graduates are encouraged to apply.

Aura Capital Securities Broking Private Limited is hiring enthusiastic and talented candidates for multiple roles in the Stock Market & Financial Services sector. Both Freshers and Experienced candidates are welcome to apply.Sales Roles (BA / RM / BDE / TL)* Generate and handle client leads* Promote stock market and financial products/services* Build and maintain client relationships* Achieve sales targets* Coordinate with team and management

As a Relation Manager, you will play a crucial role in building and maintaining strong relationships with clients. Your primary goal will be to ensure customer satisfaction and loyalty while driving business growth. Key Responsibilities:- Manage Client Relationships: Establish and nurture strong connections with clients to understand their needs and provide tailored solutions. - Resolve Issues: Act as the first point of contact for any client concerns, addressing inquiries promptly and effectively to maintain satisfaction.- Develop Strategies: Collaborate with the team to create strategies that enhance client engagement and retention, ensuring long-term partnerships.- Monitor Account Performance: Regularly review client accounts and provide feedback on performance, identifying opportunities for upselling additional services or products.- Conduct Regular Meetings: Schedule and lead meetings with clients to discuss their goals, progress, and any adjustments needed to improve outcomes.Required Skills and Expectations:- Communication Skills: You must possess excellent verbal and written communication skills to effectively interact with clients and present ideas clearly.- Interpersonal Skills: Strong interpersonal abilities are essential for building trust and rapport with clients.- Problem-Solving: You should be adept at identifying problems and offering creative solutions promptly.- Organizational Skills: Being organized is vital to manage multiple client accounts and prioritize tasks effectively.- Customer-Focused Attitude: A willingness to understand client needs and a commitment to providing exceptional service are imperative for success in this role. We are looking for someone with 1 to 7 years of experience who is eager to grow and contribute in a fast-paced environment.

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

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.

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

We are seeking an Equity Dealer to join our team in Karad. This role involves active participation in buying and selling stocks in the financial markets, ensuring efficient trading practices, and maintaining client relationships.Key Responsibilities:- Executing Trades: Conduct buy and sell transactions for clients' portfolios, ensuring timely and accurate execution to achieve the best possible prices.- Market Analysis: Monitor market trends and news to provide informed recommendations and updates to clients on potential investments.- Client Communication: Build and maintain strong relationships with clients by providing regular feedback and updates on their investments and market conditions.- Portfolio Management: Assist clients in managing their investment portfolios by analyzing their performance and suggesting necessary adjustments.- Compliance Adherence: Ensure all trading activities comply with regulatory requirements and company policies, minimizing risk and maintaining integrity.- Performance Reporting: Prepare and present performance reports for clients, summarizing investment outcomes and strategies.Required Skills and Expectations:Candidates should have 1 to 7 years of experience in equity trading or a related field. A thorough understanding of the stock market and investment strategies is essential. Strong analytical skills are necessary for market analysis, alongside effective communication skills for dealing with clients. Familiarity with trading platforms and software is preferred. The ideal candidate will be proactive, detail-oriented, and able to work under pressure in a fast-paced environment while demonstrating integrity and professionalism in all dealings.

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.

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.

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

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

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%