Array ( [0] => equity-manager [1] => delhi-ncr ) Equity Manager Jobs in Delhi NCR,Equity Manager Job Vacancies in Delhi NCR
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Equity Manager Job Vacancies in Delhi NCR

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Hiring For Portfolio Manager

Shivay HR Consulting

  • 6 - 12 yrs
  • 14.0 Lac/Yr
  • Delhi
Portfolio Manager Equity Analysis Equity Research Analyst Financial Planning Portfolio Planning Investment Analysis Walk in
Portfolio Manager - Graduate or Post Graduate Within Minimum 6-7 Years Exp in Stock Broking Industry .would Be Responsible for :devise and Implement Investment Strategies as per Clients' Goals and Constraints / Limits.select and Oversee the Investments to Meet the Financial Objectives of the Individual or Corporate Clientsresearch and Analyze Share Market Trendsidentify New Investment Strategies and Opportunitiesconstruct and Manage Portfoliosmake Decisions On What and When to Buy and Sell Stocks and Investmentsimplements Risk Management and Tax Planning Strategies.manages Client Relationships.identifies and Cultivates New Clients.develops and Grows a Book of Business.opens, Transfers, and Manages Client Accounts.
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  • 1 - 7 yrs
  • 4.3 Lac/Yr
  • Noida Sector 3
Equity Sales HNI Acquisition HNI Sales Client Relationship Field Sales Life Insurance
Role & responsibilitiesClient Relationship Management: Proactively engage with HNI/UHNI clients to understand needs, provide ongoing advice, and maintain long-term relationships.Financial Planning & Risk Mitigation: Develop customized plans incorporating investment strategies, retirement planning, and tax-efficient structures.Insurance & Product Solutioning: Recommend suitable life insurance, investment products (ULIPs, mutual funds), and risk management products to align with client goals.Portfolio Monitoring: Regularly review client portfolios and rebalance them to match changing financial circumstances or market trends.Sales & Business Development: Acquire new clients through referrals and networking, and achieve assigned revenue and sales targets.
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  • 1 - 4 yrs
  • 6.0 Lac/Yr
  • Gurgaon
International Sales Direct Sales International Business Sales Good Communication B2c Sales Marketing Equity Analysis Equity Strategy
* - * Graduation mandatory* Salary upto 6 lpa (50K in hand) + Unlimited incentives* Fixed 5AM-2PM Australian Shifts (Mon-Fri)* Good spoken English communication * / * Joining in November month- Immediate joiners preferred onlyWhy us? 5 Days Working Sat-Sun Fixed Off Fixed Morning Shifts Uncapped Incentives
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Looking For Team Manager

BS2 Hire (Path of Career Solution)

Team Leader Equity Broking Stock Broker Share Broker Equity Sales Mutual Funds Demat Electronic Security Wealth Advisor Wealth Manager Team Manager HNI Acquisition HNI Sales
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
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Wealth Manager

IIFL Capitals Partnes Ms Finline

Stock Market Mutual Funds Equity Sales Stock Broking Private Banking
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.
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Wealth Manager

Boyenhaddin consultant Mumbai

Mutual Funds Equity Sales Private Banking Stock Broking Wealth Manager
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.
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  • 1 - 5 yrs
  • Mehrauli Gurgaon Road
Customer Relationship Negotiation Skills HNI Acquisition Interpersonal Skills Sales Equity Broking
Efficient candidate with good interpersonal skills and sales quality, with good understanding of share market
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Mutual Funds Equity Analyst Terminal Operator Derivatives Trader Relationship Manager Wealth Management Wealth Advisor Wealth Manager
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
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Motilal Oswal- Hiring

Scinext Group Skills & Technology Private Limited

Training Finance Equity Broking Equity Advisor Sales Training Manager Financial Executive
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.
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Wealth Manager

Pro Bulls Capital

  • 0 - 6 yrs
  • 20.0 Lac/Yr
  • Nehru Place Delhi
Investment Planning Equity Research Banking
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 .
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  • 2 - 8 yrs
  • 15.0 Lac/Yr
  • Gurgaon
Equity Analyst Equity Research Analyst Equity Commodity Dealer Equity Advisor Stock Broker Stock Manager Mutual Funds
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
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  • 4 - 9 yrs
  • 14.0 Lac/Yr
  • Noida
Financial Modelling Financial Statements Equity Research Analyst Portfolio Manager CFA
Use metrics and data visualization effectively to report portfolio performance and support decision-making at the team or organizational level Be an integral member of the advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth Deliver sound investment advice and strategies based on market performance Develop and implement project management methodologies and best practices to build on the teams skills and abilities Contribute to the establishment of common practices, tools, and templates for portfolio and project management, and ensure adherence to company and legal standards Currently handling portfolio of above 10CR in equity and giving consistent returns on quarterly basis. Preparation of detailed financial statements and in-depth Analysis & Valuation of companies under coverage. Working independently on companies for preparing detailed financial models and preparing detailed equity research reports. Preparing peer comparison analysis to identify the potential company for investment, following every news for the same. Tracking major events across global markets, specifically equity markets and analysing their effects on the local stock markets and related asset classes. Analysing stock specific movements. Tracking sharp movements on certain stocks, and analysing daily, monthly movements and finding reasons for the same. New Stocks idea generation
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Sales Manager

MarketWick Pvt Ltd

Brokerage Retail Sales Equity Sales Share Market Equity Trading Financial Services Client Acquisition Portfolio Management Sales Manager
Job Description: Maintaining the relationship with the customers. To cross-sell the investment party products. 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. Generate revenues and AUM for the company as per the expectation.Position: Sales Manager/ Relationship manager EquityLocation: Noida, Gurgaon, KolkataExperience: 5-15 yearSalary: upto 30 lakhs per annum
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Portfolio Manager

The Caliber Hunt

  • 10 - 20 yrs
  • 20.0 Lac/Yr
  • Delhi
Equity Portfolio Manager Derivatives Dealer Stock Broker Mutual Funds PMS Compliance Manager Shares Walk in
Location: Delhi Expectationsa. To provide strategy to maximize the client wealth.b. Client Interaction.c. New Registrationd. Dissemination of file e. Picking and existing stocks/ investment at right price. f. Performance Report and its comparison with peers.g. Policies of Sharing, On Boarding and Picking up of Stocks.h. Alternative Investment and Strategies.i. Client Financial Planning.j. Planning, Re-balancing of client stock.Experience and Basic Qualificationsa.) Minimum 10 years experience with last 3 years with Stock Broking/ PMS / Mutual Fund.b.) Post- Graduate with added qualification of NISM in Research or PMS.If interested, please revert with the following Details.Total Experience:Current CTC:Expected CTC:Current Location:Preferred Location:Notice Period:NOTE: Immediate Joinings are preferred or minimum 30 days of Notice Period.Regards HR TeamCaliber Hunt
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Senior Sales Manager

Stampede Capital Ltd

  • 2 - 8 yrs
  • 9.0 Lac/Yr
  • Noida
Direct Marketing Retail Sales Team Management Corporate Sales Business Development Channel Sales Key Account Management Channel Management FMCG Sales Private Equity
Senior Sales Manager having experience in private equity sales and investment.
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Branch Manager / AVP

BS2 Hire (Path of Career Solution)

Broking Private Equity Share Market HNI Investment Wealth Team Handling Team Management Branch Handling Heading Branch B2C B2B Managing Team Relationship Management HNI Clients
Job Description:- Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer satisfaction levels. Answering product related questions from customers. Taking on complex customer issues and resolving them.Core Responsibilities:- Managing team and its activities Responsible for developing and increasing overall market share across all the segment Identifying prospective and generating business from the existing & new clients thereby achieving business targets Individual HNI clients sales target Make strategic planning to grow business & managing relationships with HNI clients & retail clients Negotiating mutually profitable Investment opportunities with clients by creating cross sell and up sell opportunities Planning projects and activities systematically in line with business priorities. Attending and contributing at sales meetings Measuring customer satisfaction levelsThanks & RegardsContact Number :- +918989859705Caution :- Please be aware consultancy not ask to candidates any kind of charges for recruitment, it's totally free of services for candidate.
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Relationship Manager / SR. Relationship Manager

BS2 Hire (Path of Career Solution)

HNI Acquisition Broking Advisory Securities Equity PMS Mutual Funds Investment Derivative NISM
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
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Urgent Requirement For Relationship Manager

BS2 Hire (Path of Career Solution)

Equity Broking Securities Investment Mutual Funds Equity Broking HNI HNI Acquisition
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 advice 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 brooking, derivatives, bonds and all the products promoted by the companyThanks & RegardsBhumika VermaContact Number :- +918989859705bhumika@bs2hire.co.in
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  • 6 - 12 yrs
  • 14.0 Lac/Yr
  • Delhi
Portfolio Manager Equity Analysis Equity Research Analyst Financial Planning Portfolio Planning Investment Analysis Walk in
Portfolio Manager - Graduate or Post Graduate Within Minimum 6-7 Years Exp in Stock Broking Industry .would Be Responsible for :devise and Implement Investment Strategies as per Clients' Goals and Constraints / Limits.select and Oversee the Investments to Meet the Financial Objectives of the Individual or Corporate Clientsresearch and Analyze Share Market Trendsidentify New Investment Strategies and Opportunitiesconstruct and Manage Portfoliosmake Decisions On What and When to Buy and Sell Stocks and Investmentsimplements Risk Management and Tax Planning Strategies.manages Client Relationships.identifies and Cultivates New Clients.develops and Grows a Book of Business.opens, Transfers, and Manages Client Accounts.
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