Array ( [0] => equity-sales [1] => ahmedabad ) Equity Sales Jobs in Ahmedabad,Equity Sales Job Vacancies in Ahmedabad Gujarat
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Equity Sales Job Vacancies in Ahmedabad

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Hiring For Wealth Manager

Ocean Finvest India Pvt Ltd

  • 1 - 2 yrs
  • 6.0 Lac/Yr
  • Ahmedabad
Marketing Mutual Funds Equity Sales Mutual Funds Sales Insurance Sales
We are looking for a Wealth Manager in Ahmedabad who will assist clients in managing their financial resources to achieve their financial goals. This role requires a proactive approach to client relationships and a strong understanding of investment strategies.**Key Responsibilities:**- **Client Relationship Management:** Build and maintain strong relationships with clients by understanding their financial needs and providing tailored advice and support.- **Portfolio Management:** Analyze clients investment portfolios and suggest strategies to optimize returns while aligning with their risk tolerance.- **Market Research:** Conduct regular research on market trends and investment opportunities to keep clients informed and make sound recommendations.- **Financial Planning:** Develop comprehensive financial plans based on clients' goals, including retirement planning, tax strategies, and estate planning.- **Compliance Management:** Ensure all financial advice and transactions follow the legal regulations and internal policies to protect clients' interests.**Required Skills and Expectations:**Candidates should have 1 to 2 years of relevant experience in wealth management or financial advisory roles. Strong analytical skills are essential for assessing investment opportunities. Excellent communication skills are necessary to explain complex financial concepts clearly to clients. The ideal candidate must be client-focused, demonstrating a commitment to helping clients achieve their financial objectives. Familiarity with financial software and investment tools will be advantageous. A proactive attitude and a passion for the finance industry are crucial for success in this position.
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Relationship Manager Wealth

Caring Click Enterprises

  • 1 - 7 yrs
  • 3.5 Lac/Yr
  • Ahmedabad
Equity Sales Client Relationship Mutual Funds Financial Advisory
Reactivate inactive clients PAN-India via phone / online engagement. Encourage clients to Start SIPs or invest in mutual funds, Direct Equity ,PMS, or bonds. Achieve SIP and AUM mobilization targets as per plan. Source new clients through referrals and personal networks. Conduct portfolio reviews, performance updates, and client follow-ups. Maintain accurate CRM records and adhere to SEBI / AMFI compliance standards.
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Sales Manager- Equity,Equity Portfolios,Pms,Mutual Fund

Growthinvesting Pvt. Ltd.

Equity Sales Online Sales Mutual Funds Sales Portfolio Manager Stock Market Stock Exchange Stock Analysis Stock Valuation Equity Dealer Equity Trader Equity Broking Client Engagement Manager Customer Relationship Market Analysis Market Forecasting Wealth Manager HNI HNI Client Handling HNI Relationship Manager
Job descriptionCompany: Growth InvestingLocation: Sector 46, Gurgaon (Work from Office + Work From Home)Job Type: Full-TimeSalary: 3.00 6.00 Lacs per Annum +IncentivesAbout us:GrowthInvesting.in is a data-driven equity research and Model Portfolio platform focused on building smart, growth-oriented portfolios. We empower investors with research, insights, and AI-powered tools. WE are SEBI-registered & Specialize in building high-conviction equity portfolios and derivative trading plans using in-depth analysis .Role OverviewAs a Sales Manager, your primary responsibility will be to drive sales and client acquisition. You will engage with potential investors, understand their needs, and guide them toward suitable equity portfolios or trading solutions.This role is ideal for someone who understands the Investing, stock market & Mutual fund, has experience in financial product sales, and is excited to help clients grow their wealth through structured investing.Key ResponsibilitiesLead Generation: Identify and qualify leads through outbound calls, emails, and digital channelsClient Engagement: Educate potential investors on stock market investing and our offeringsPortfolio & Trading Advisory: Match clients with:Equity PortfoliosIndex Derivatives (Options & Futures)Equity DerivativesOption StrategiesCommodity DerivativesSales Execution: Pitch and close investment solutions including:Mutual FundsEquity portfolio'sGrowth Investing SmallcasesEquity & Derivative Trade PlansTarget Achievement: Meet client onboarding and revenue goalsCRM & Follow-ups: Maintain records, nurture leads, and build strong client relationshipsWhat Were Looking ForEducation:Bachelors Degree Must (B.Com - Preferred)NISM Certification (Preferred Series XV)Experience:Minimum 2 years in sales of Mutual Fund, Equity, Equity portfolios, PMS, AIF, mutual funds, or VC productsMinimum 2 years of exposure to equity + derivatives marketsTrading experience is a strong plusSkills:Strong understanding of equity market basics and derivative strategiesExcellent communication & consultative selling abilityTarget-driven, organized, and self-motivatedPrior experience with CRM or sales tracking tools is preferredPerks & BenefitsLearn directly from a SEBI-registered Research AnalystBe part of a growing fintech research & advisory startupTransparent incentive + bonus structureExposure to real-world equity & derivative strategiesClear growth path into wealth advisory or portfolio strategyJob Types: Full-time, PermanentPay: 300,000.00 - 600,000.00 per yearBenefits:Flexible scheduleInternet reimbursementWork from homeEducation:Bachelor's (Required)Experience:Equity & Derivative : 2 years (Required)Language:English/Hindi + 1 Regional Language (Required)License/Certification:NSIM XIV (Required)Work Location: In personSpeak with the employer +91 9810500199Application Deadline: 20/08/2025Expected Start Date: 20/08/2025
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Urgent Requirement For Wealth Manager

Wow

  • 3 - 9 yrs
  • 10.0 Lac/Yr
  • Ahmedabad
Wealth Manager Marketing Stock Broking Equity Sales Mutual Funds
To sell wealth product like Pms ,Aif & Mutual funds
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Jobs by Related Category

Equity Dealer

Vrushabh Wealth Management

  • 1 - 3 yrs
  • 2.3 Lac/Yr
  • Ahmedabad
Stock Broking Stock Market Equity Sales Odin
1. Candidate Should have Knowledge of Indian Stock Market & Financial Services and Investment Products2. Candidate Should have Knowledge of Stock Trading Software like Odin & Others3. Candidate Should have Very Good Speed and Efficiency On Computer Keyboard4. this Job Includes Fix Salary + Incentive Model
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Equity Advisor

Recruiters Choice

Portfolio Management Equity Sales Demat Walk in
1. Knowledge of broking, operations knowledge, risk profiling of client along withtechnical and fundamental understanding.2. In-depth knowledge of Stocks, Bonds, Mutual funds.3. Cross Selling & Up selling of various products and offering by MOSL.4. Visit to franchisee on monthly basis.5. Coordination with different department (RMS, Risk, Compliance, Sales) forsmooth processing of transaction.6. Generation of brokerage.7. Generation of revenue via cross selling other products and services.Interested candidates can share resumes
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Equity Dealer

Siyana

Stock Broking Finance Stock Market Equity Sales
ob DescriptionAs part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new clients and retain client customer base.Job ResponsibilitiesExecute the orders on behalf of clients.Confirmation of trade done by EOD.Ensure the volume of trade is higher & clients trade frequently.Promoting research calls to increase volume & frequently.Daily processing & confirmation of trades.Punch orders for clients on NSE/ BSE terminals.Online Trading and generate brokerage for Company.Re - Activation and provide services to the clients .Monitor client exposure limits.Solving queries of the customers.Drive focus on generating new business/client baseResponsible to ensure all activities are in adherence as per Compliance framework.Accelerating client base. 3rd party products sales (MF, Insurance, SIP ,PMS etc)New A/C acquisition for Equity & Commodity .Selection Criteria:Good communication (verbal and written) skillsAbility to speak in local language and EnglishStrong product knowledge and understanding of capital marketMinimum of 1 year experience in Equity BrokingHolds latest certificates from NISM 8 (Equity)Understanding of local market and captive client baseUnderstand basic computer skills of using email, Microsoft officeMust be Graduate from recognized university or college
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Relationship Manager

Hr solutions

Stock Broking Equity Sales Business Development Manager
For BDMLocation Mumbai and AhmedabadCTC - Mumbai till 6L and Ahmedabad till 4.5LFor RM (Distribution)Location Gujarat (Rajkot, Vadodara, Ahmedabad) and BangloreCTC Till 4L.BDM & RM RM in Hardcore salesBDM in someone for Sub broking with Mutual fund, Loans, Insurance, Equity sales Derivatives experienceNCFM certificated preferredLocation RM :-Rajkot, Vadodara,AhemdabadFor BDM :- Mumbai & Ahemdabad
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Equity Dealer

Vrushabh Wealth Management

  • 1 - 3 yrs
  • 2.0 Lac/Yr
  • Ahmedabad
Stock Broking Stock Market Equity Sales Odin
1. Candidate Should have Knowledge of Indian Stock Market & Financial Services and Investment Products2. Candidate Should have Knowledge of Stock Trading Software like Odin & Others3. Candidate Should have Very Good Speed and Efficiency On Computer Keyboard4. this Job Includes Fix Salary + Incentive Model
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Enrollment Councilor (Female)

Growthinvesting Pvt. Ltd.

Educational Sales Equity Sales Online Sales Tele Sales Manager Tele Sales Officer Tele Caller Tele Counselor Tele Marketing Executive Mutual Funds Sales Portfolio Manager Stock Market Stock Exchange Stock Analysis Stock Valuation Equity Dealer Equity Trader Equity Broking Client Engagement Manager Customer Management Customer Manager Customer Relationship Market Analysis Market Forecasting Derivative Market Investment Planning Investment Strategies Investment Analysis Investment Management
Location : Gurugram, HaryanaWork Preference: Work from Home/Work From OfficeJob Description : Enrollment AdvisorEmployment Type: Full-timeAbout GrowthInvesting.inGrowthinvesting.in is a leading platform offering expert-led Equity Portfolio's , Model Portfolio and Research Calls on stock/Equity/Derivative trading, financial markets, and investment strategies.Position OverviewWill play a pivotal role in guiding potential Investors & customers to enroll in our Equity Portfolios on Smallcase.com.If you are passionate about financial markets and education and have the drive to succeed, we'd love to hear from you. Share resume to help@growthinvesting.in or share your resume on 9810500188. Incentives-Lucrative performance-based incentives.Key Responsibilities1. Customer Engagement: Reach out to potential customers who have expressed interest in growthinvesting.in Model Portfolio Management. Understand their needs and provide tailored advice on offerings.2. Model Equity Portfolio Promotion: Clearly articulate the benefits of enrolling in our Equity Portfolio on Smallcase.com and Mobile Application, including mentorship under expert Research Analysts and detailed content.3. Lead Conversion: Achieve and exceed enrollment targets through consultative selling techniques. Follow up with leads to close sales effectively4. Knowledge Application: Utilize your understanding of stocks and financial markets to build trust and credibility with potential customers.5. Reporting: Maintain accurate records of customer interactions and sales progress.Working knowledge of stocks, trading, and financial markets.1.Strong communication and interpersonal skills.2.Ability to build rapport and engage customers effectively.3.Self-motivated and target-driven mindset.4.Basic proficiency in using CRM tools and MS Office.
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