Equity Sales Fresher Jobs in Mumbai

Looking For Wealth Manager

Analah Capital Pvt Ltd

0 - 6 yrs
7.0 Lac/Yr
Mumbai +4 Ahmedabad, Mumbai, Ajmer, Jaipur

Mutual Funds Sales Insurance Sales Private Equity

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

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Hiring For Equity Dealer

American Academy of Financial Management

AA

0 - 3 yrs
3.0 Lac/Yr
Mumbai +1 Delhi

Equity Sales Equity Dealer

To ensure active management of clients & achieve the target active AUM- 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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Wealth Advisor - Relationship Manger

Stockaxis.com

SC

0 - 4 yrs
Cuffe Parade Mumbai

Stock Market Equity Advisor Sales Manager Equity Sales

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.

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Equity Dealer

L.F.C. Securities

LF

0 - 4 yrs
3.0 Lac/Yr
Ghatkopar Mumbai

Stock Broking Finance Stock Market Equity Sales Odin

- Fast execution of orders- Able to see the overall direction of the market and make trades accordingly.- Following the trading rules in carrying out daily trading operations.- Trading on the allocated Strategy .- Communicating with other team members regarding trading positions and trading Setup- Maintaining trading diaries and net positions on daily basis (at end of the day)-Must have good speed at the terminal*NISM Certification is preferred

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Equity Dealer (Female)

Marsonline Financial Securities

MF

0 - 3 yrs
2.0 Lac/Yr
Vile Parle Mumbai

Odin Stock Dealer Capital Market Stock Broking Stock Market Equity Sales Equity Dealer Finance Executive

1. Execute client orders without any error & in minimum time possible.2. Confirm trades executed from the terminal EOD3. Check voice recording on daily basis4. Give clients trading calls by chat, sms, whats app & email.5. Speak to at least 15 to 20 clients EOD abt the calls, trading habits & other investments/ products6. Calculate trading turnover EOD7. Generate delivery based turnover, activate clients & introduce fresh clients.8. Keep the systems updated & understand the networking.9. Give demo to the clients.

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