Equity Sales Job Vacancies in Karnataka

Job Title: Wealth ManagerCompany: I Cap Financial ServicesLocation: BangaloreEmployment Type: Full-timeRole OverviewWe are looking for a dynamic and result-oriented Wealth Manager to acquire and manage High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) clients. The candidate will be responsible for offering tailored investment solutions, managing client portfolios, and building long-term relationships while achieving revenue targets.

Job Openings for 10 Equity Derivative Dealer Jobs with minimum 3 Years Experience in Bangalore, Mysore Road, Bangalore, Hyderabad, Vijayawada, having Educational qualification of : Other Bachelor Degree with Good knowledge in nism, nism 8, nism 5, Cross Selling, Sales, Equity Analysis etc.Contact Details -: priyamd103@gmail.com 8105734745

Desired Profile Graduate / Post graduate 2yrs- 10 years of Sales experience in direct selling of financialproducts like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) connect among HNIs/UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skillsJob Description: Will be responsible for primarily selling Equity based investment products (InvestmentAdvisory, Portfolio Management Services, PMS) Responsible for identifying customer needs, assessing their risk appetite and providing theminvestment options.

1. Conduct a morning meeting to discuss the day's strategy.2. Handling the entire online sales team and ensuring that they are performing efficiently.3. Train and motivate team members to provide a better understanding of market/products.4. Monitor and review team members performance, help them achieve maximum business.5. Responsible for achieving team targets as assigned by the organization on a monthly basis.6. Responsible for primarily selling Equity based investment product like MF.7. Periodic meeting with client along with team member8. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Provide regular updates to the RO/RM as and when require.Desired Candidate Profile:1. Graduate/post Graduate with more than 1-5 years experience in the broking or finance sector.2. Strong knowledge of Equity market, commodity market, Mutual fund & other financial products.3. Previous experience of successfully leading a team in a customer-facing capacity with a strong drive for results.4. Excellent communication skills for building strong client relationships and negotiating deals.

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.

Direct Responsibilities Acquire customers as per business plan Revenue Generation as per assigned Targets Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Conduct sales promotion activities regularly Activation of clients Seek references from customers/prospects

About our client:Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity, debt, currency, commodity and derivatives markets, as well as in wealth management, insurance, mutual funds and portfolio management services. Location : Chennai Roles & Responsibilities:Develop and maintain a long-term relationship with customers. To execute trades for clients in NSE, BSE & FNO Segments.Should be presentable with good communication & convincing skill.Trade on behalf of clients. Reactivation of dormant clients. Ensure growth in clientele by converting leads. Generate Equity Business and maintain strong client relationship.Cross sales product from time to time.

Equity Dealer JDCompany: Geojit Financial Services Position: Equity DealerExperience: minimum 1 year in share market broking companyQualification: graduation with NISM-8 certification is mandatoryAge: max 31 yearsCTC : 18k to 25k per month(can pay upto 35k depending on experience and skills)GENERAL ROLEThe dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head.Prime Responsibility Revenue generation from dealing & Other Product & Services

Exp should be minimum 3 year'sNISM 8 is mandatory/ or any other series related with NISM.Should be experienced from dealing experience with cross selling of insurance and investment products.

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.

Being the face of the firm and reaching out to potential clients and managing existing ones while constantly staying up-to-date with the firm's products and monitoring market activity.

We have vacant of 100 Equity Advisor Jobs in Hyderabad,Bangalore,Mumbai Experience Required : 2 Years Educational Qualification : M.B.A/PGDM Skill Portfolio Management,Equity Sales,Demat,Equity Research, Relationship Manager Dealing,Broking,Client acquisition etc.

ANY GRADUATION WITH NISM8 CERTIFICATION.Execute the orders on behalf of clients.Confirmations of trade done by EOD.Update client about their position.Cross selling other products.Regular meetings with clients for maintaining relations.

Buying and Selling in Equity Sharesto Give Trade Confirmation At the End of the Dayto Maintain Client Relationship

Job description:1. Attending morning meeting to discuss strategy for the day.2. Promote Focus Product of the month.3. Take ownership of client queries and use industry knowledge and experience to overcome challenges and solve problems.4. Generate revenue from new and existing clients.5. Acquiring new and old clients through the data base.6. Conduct activities for Client Acquisition and Financial Planning.7. Develop and maintain strong liaisons with the clients for repeat business or referrals.Desired Candidate Profile:1. Above one year of experience in relationship management or sales role within the broking industry.2. Strong knowledge of Equity market, commodity market, Mutual fund & other financial products.3. Excellent communication skills for building strong client relationships and negotiating deals.

Job description: Attending morning meeting to discuss strategy for the day Develop and maintain a long term relationship with clients Focus on generating new business Generate brokerage through advising clients on their equity portfolio. Need to be constantly updated with the market knowledge Ensure all the activities are in adherence as per the compliance and risk policy Periodical meeting with the ClientDesired Candidate Profile: The candidate should have a minimum degree/ diploma. Thorough understanding of Stock market. Good interpersonal, relationship management, customer service, and rapport building skills. Ability to effectively understand & communicate the product. The candidate should have ability to handle sales call independently.

1. Catering to the investment needs of clients by providing them research-based advicein MF, Insurance, PMS, equity & Structured Products offerings etc.2. Identify & acquire prospective HNI clients.3. Manage clients through regular meetings.Required Candidate profile:1. Mini. 4 yrs. exp. in handling Wealth Product Sales & managing / acquiring wealth & HNI clients.2. Candidate should be comfortable in individual role.Perks and benefits:1. Quarterly incentives2. Two times appraisal in a year

Roles and Responsibilities:1. Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.2. Manage clients through client visits, suggest financial products to the clients and achieve business target.3. Responsible for product penetration and increasing clients wallet share.4. Identifying prospective clients & acquiring new clients.5. Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile1. Should have at least 4 Years of experience handling Wealth Product Sales.2. Any Graduate / Postgraduate with relevant Experience.3. Good relationship management and service focus skills.4. Good communication and presentation skills.5. Investment Product knowledge is mandatory.Perks & Benefits:Bi-annual appraisal program.Growth in fixed CTC twice in a year with attractive quarterly incentives.