Fresher Equity Manager 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

An Investment Manager is responsible for managing client portfolios, analysing financial markets, and delivering strategic investment recommendations. The role focuses on wealth creation, risk management, and long-term portfolio growth aligned with clients financial goals.

Job Title: Virtual Relationship Manager Location: ThaneCertification: NISM Series V-A (Mutual Fund Distributors) or NISM Series VIII (Equity Derivatives) is mandatoryRole Overview:This role is responsible for managing the retail channel (MFD/IFA segment) of the mutual fund business through virtual/telephonic engagement. The candidate will drive business growth by managing distributor relationships remotely and providing support and product guidance via digital channels.Key Responsibilities:Manage and engage a portfolio of MFDs/IFAs through calls, emails, and virtual meetings.Drive mutual fund sales by providing product recommendations and market updates.Conduct virtual presentations and training sessions for distributors as needed.Track business performance, ensure follow-ups, and maintain relationship health.Stay informed about local market trends to guide distributor conversations.Take ownership of assigned partners and ensure consistent engagement and growth.Requirements:Minimum 1 year of experience in a VRM or tele-based role within BFSI.Must hold NISM 5A or NISM 8 certification.Strong communication, persuasion, and relationship management skills.Comfortable working in a fast-paced, target-driven environment.

Terminal SeatingOrder punching (on behalf of clients)Strong understanding of Mutual Funds, AIFs, PMS, and other financial products can be an added advantageExcellent interpersonal, communication, and relationship-building skills.-Identifying, acquiring, developing and maintaining customer relationshipsManaging and improving relationship values through latest updates & development in market

Analah is a global investment platform specializing in Private Equity, Mutual Funds, PMS, AIF, Insurance, Real Estate products. We are seeking a Wealth Relationship Manager to manage relationships with distributors, family offices, and high-net-worth individuals (HNWIs) by providing personalized investment strategies.Profile: Private Banker - Wealth Relationship Manager Key ResponsibilitiesRelationship Management: Build and maintain strong relationships with B2B distributors, family offices, and HNW clients.Products: Products comprising of Private Equity, Unlisted shares, Startup Investments , Mutual Funds, PMS, AIF , Insurance and Real Estate offerings Portfolio Management: Monitor and adjust portfolios to align with client goals; conduct regular performance reviews.Sales and Business Development: Expand client and broker relationships, network actively, and meet sales targets.Compliance and Risk Management: Ensure regulatory compliance and assess investment risks.Qualifications- Education: Bachelors degree in finance, Business, or Economics (MBA or CFA preferred).- Experience: Proven background in wealth management or investment advisory and offering wealth management solutions - Skills: Strong financial analysis and interpersonal skills; experience managing HNW portfolios or broker relationships.Compensation & BenefitsSalary Hike: Competitive based on experience and performance.Profit Sharing: Up to 50% based on performance targets.ESOP: Available after 3 years, at managements discretion.Age Bracket: 2340 years.Location: Mumbai, Ahmedabad, and Jaipur.Designation: Partner, Senior VP, VP, Senior Manager, Manager Number of Openings: 36

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.

ROLEThis person will be in charge of driving new business through calling clients who are lookinginvestments. This individual will be responsible for processing new leads through the systemand thoroughly checking them for duplications, contacting the clients, inputting notes andworking the system process correctly and diarising callbacks. This will be done by workingfrom CRM and will entail spending majority of the working day taking incoming calls fromclients and making a large amount of outbound calls so an excellent telephone manner isessential.The Sales Consultant will need to manage their own pipeline of callbacks and work themeffectively to ensure we are getting as many client meetings .

Job & Responsibilities1. Demat & Trading Account Opening2. Online Training for clients3. Personalized services to the clients ( Equity & commodity)4. Online Trading Training to the clients5. Daily Market updates & Knowledge updation to the individual6. Mobile App updation & Daily website updation

DescriptionProfiling clients by conducting an in-depth review of the client's financial requirements, analyzing equity portfolios, and recommending suitable portfolios as per their risk profile.Communicating with prospective clients for advisory services sales.Maintaining healthy relationships with all the potential clients.Achieve business targets in terms of generating revenue, enhancing and upgrading the client relationships.Creation of revenue and activation of clients through effective advisory (Target Based).Desired Candidate:Excellent Communication, Interpersonal, Convincing & Selling Skills.Aggressive and confident individuals with sound knowledge of Equity investing & the stock market.Fluent English, emailing, calling, chatting, other communication.Attractive Incentives.Understanding the Stock Market and Equity Research & Analysis.Monthly incentive and annual performance linked bonus.Salary: 300,000.00 - 400,000.00 per year plus monthly incentive and annual performance linked bonus.RequirementsMaster's/Bachelor's Degree along with 1-2 years of experience in Stock Market. Have an understanding of markets and the operations with focus on client relationship and advisory sales.Strong Verbal and written communication skills along with Microsoft Office proficiency. An understanding of basic CRM platforms, preferably people who have worked under the same profile in the same industry.Ability to work independently and manage employee relations. Adapt to changes and work in an agile manner.

Job Openings for 100 Relationship Manager Jobs for Freshers in Rajajinagar, having Educational qualification of : Higher Secondary,Secondary School with Good knowledge in Stock Broking etc.

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.

we are looking for experienced or Fresher Stock Market Trader in Chennai Tamil Nadu, who can manage clients of Chennai areas trading accounts and portfolio, Job. Post: Stock Market Trader / Equity Dealer Work Timing : 8:30 to 5:30 Monday to SaturdayJob Location: Chennai Tamil Nadu ,Salem Tamil NaduDepartment: Investments and Trading IndustrySegments: Equity, F&O and Mutual Funds- SIP Job Role of Equity Dealer in Chennai Receive call from local clients Chennai TN of and execute orders as a trader / dealer. Ability to read Research reports and share view with clients to collaborate and make easy trading process with customers of Chennai Tamil Nadu Trading in low risk options strategy using in-house platform Scaling up / down the strategy based on the prevalent market scenario Analyze and provide feedback to improve the trading strategy Maintaining risk profile and trade execution records Required Skills to apply jobs : Candidate must have completed graduation in relevant field 0 to 2 years knowledge of Global markets investing A mid-level investment professional with about 1-3 years of investment experience Preferably from Chennai Chennai and if have experience doing manual trading will be good/preferred. Prior private banking experience is an advantage but not a pre-requisite Dealer / Trader mind set someone who can enter orders on a markets investment platform and do quick and best price execution Knowledge of Indian stocks and Index Basic knowledge of excel Ability to speak to Chennai clients and service their investment needs in local language Tamil or Hindi / English.Interested candidates from Chennai for Stock Market Trader/ Equity Dealer Jobs send mail to with the details, attach resume copy also mention your experience level Next you will need to attach the contact detail Phone and Email id for further communication about next process. Wait for Call from HR manager.

Hiring For Relationship Manager

-Achieve revenue target of 1.5 times of CTC-Contact the prospects (customer) through various sources-Leads from events / seminars, etc-Own references-Convince customers to open an account with MSEFSL and achieve the monthly client acquisition targets-Manage customer relationship through effective resolution of their complaints / issues-Be abreast of the market trends and competitors strategies-Portray & maintain a consistent image of MSEFSL in front of the customers vis--vis competition

we have 600 job and we are hireing many type of post.

Looking For an Equity Dealer,Equity Dealer, Mutual Fund , Marketing Exp - 0 to 2 YearQualification- B.com/Graduate Salary -5K -10K Plus invectivePreferably Candidate staying in & around Thane

Good knowledge about Share Market, Market trends, Stock Trading, Equity, Derivatives, Commodity,Client convincing skills and provide them daily market updates, Ability to provide reliable and well-researched financial advice to clients.

1. Demat & Trading Account Opening2. Online Training for clients3. Achieve revenue target of 1.5 times of CTC4. Personalized services to the clients ( Equity & commodity)5. Online Trading Training to the clients6. Daily Market updates & Knowledge updation to the individual7. Mobile App updation & Daily website updation8.Manage customer relationship through effective resolution of their complaints / issues9.Be abreast of the market trends and competitors strategiesNOTE : No Cross sell the other investment products.

1. Demat & Trading Account Opening2. Online Training for clients3. Achieve revenue target of 1.5 times of CTC4. Personalized services to the clients ( Equity & commodity)5. Online Trading Training to the clients6. Daily Market updates & Knowledge updation to the individual7. Mobile App updation & Daily website updation8.Manage customer relationship through effective resolution of their complaints / issues9.Be abreast of the market trends and competitors strategiesNOTE : No Cross sell the other investment products.