11

Equity Dealer Graduate Jobs in Kolkata

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  • 2 - 8 yrs
  • 3.0 Lac/Yr
  • Kolkata
Stock Broking Stock Market Share Trading Mutual Funds Equity Sales
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.
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Equity Advisor

Omega Wealth Management

  • 2 yrs
  • 9.5 Lac/Yr
  • Kolkata
Asset Allocation Industry Knowledge Performance Evaluation Risk Assessment Financial Modeling Financial Analysis Investment Strategies Communication Skills Equity Broking Equity Dealer Equity Trader Share Trading Share Broker Mutual Funds Sales Market Trends Analysis Stock Selection Risk Management Portfolio Management Client Relationship Management Regulatory Compliance
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.
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Equity Dealer (Full Time)

Shree Rama Managers Llp

  • 2 - 8 yrs
  • 3.5 Lac/Yr
  • South Kolkata
Advanced Excel Share Market Share Trading
must have minimum 2 years experience in equity share trading - placing orders, coordinating with brokersprior experience in share broking or PMS will be helpfulshould have an ideal of NRI trades and its operationsshould be good with mathsmust have experience in advance excel & google sheetssalary as per previous drawn and experience
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Equity Dealer

Motilaloswal & Co

  • 2 - 7 yrs
  • Minto Park Kolkata
Time Management Customer Service Problem Solving Terminal Operator
Need experience guys......
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Equity Dealer / Kolkata

Lead Management Consultancy

  • 1 - 7 yrs
  • 7.0 Lac/Yr
  • Kolkata
Equity Dealer Stock Broker Equity Advisor Stock Market Mutual Funds Advisor
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
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Equity Dealer

Extra Cover Insurance Brokers Pvt Ltd

  • 1 - 3 yrs
  • 4.8 Lac/Yr
  • Kolkata
Stock Market Equity Sales
Monitoring Stock market to analyse trading information on a daily basis. Monitoring and analysing the condition of the stock market to prepare profitable financial information. Making investments that align with the financial position of the client. Buying and selling shares and securities. Establishing effective trading strategies that result in more income and profits for clients Ensuring that the trading transactions comply with the Government laws and policies. To examine data and create accurate market reports for client Updating data sheets, performance valuation and liquidity reports regularly Communicating with brokers and clients to solve the discrepancies in trades. To achieve account opening target as and when required for achieving incentive based on KRA.
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Stock Broking Equity Dealer
Interviews for Stock Broking Sales Profile*Company : Sharekhan LtdDesignation : Equity Dealers Sales Executive Salary - up to 5.5LPAJob Locations - Kolkata -Behala, Ajmer-Rajasthan, Ludhiana Qualification : GraduationAge criteria - up to 36 years Max..Responsibilities - Coordinating with clients for their daily trades in Equity , Opening of Demat & Trading Account of new Customer,Cross selling of Mutual funds, SIP, investment plans, financial products sales etc.Experience required : Graduate freshers or up to 1 year in any banking products Sales experience required for Executive role
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Equity Dealer

American Academy of Financial Management

Stock Market Equity Sales Equity Dealer
- To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options- To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio- To achieve healthy revenues without compromising on client profitability- To have clear focus on client mining- To conduct regular Client Meetings & update the same in the meeting tracker- To attain maximum reach of investment ideas/stock calls initiated- Keep abreast of the market news, financial trends and current affairs- To attend post result con-calls, analyst meets for improved client servicing
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Equity Dealer

Wellcon Global Private Limited

Stock Broking Finance Stock Market Equity Sales Odin Walk in
We have vacant of 20 Equity Dealer Jobs in , Experience Required : 1 Year Educational Qualification : Other Bachelor Degree Skill Stock Broking, Finance, Stock Market, Equity Sales, Odin etc.
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Equity Dealer

Jet Age Securities Pvt. Ltd

  • 3 - 9 yrs
  • 3.5 Lac/Yr
  • Kolkata
Stock Broking Stock Market
Vacancy is for Equity dealer for our Kolkata office at Jet Age Securities Pvt. Ltd. , a stock broker. Candidate Should have NISM Series VIII certificate. The candidate should be able to execute trades for clients in the CM & FO segments and should have good communication skills in English and Hindi.
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Equity Dealer

Suparsh Recruitment

  • 1 - 5 yrs
  • 1.8 Lac/Yr
  • Around Kolkata
MS Office Stock Dealer Capital Market Stock Broking Stock Market Equity Sales Equity Dealer Finance Executive
Capital market certification preferredKnowledge in MS Office, InternetTrading on behalf of the clients Portfolio Management Building relationships with clients & educating them about InvestmentsGuiding clients on 3rd party products
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Looking For Equity Dealer

Shree Rama Managers Llp

  • 2 - 5 yrs
  • 4.0 Lac/Yr
  • South Kolkata
Advance Excel Share Trading Google
SHREE RAMA MANAGERS LLP - SEBI REGISTERED PMSEquity Dealer for our PMSmust have the following -must have minimum 2 years experience in equity share trading - placing orders, coordinating with brokersprior experience in share broking or PMS will be helpfulshould have an ideal of NRI trades and its operationsshould be good with mathsrequired to have experience in advance excel & google sheetsonly those candidates that meet the above requirement should send their resume to gaurav@itkolkata.insalary as per previous drawn and experience
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