Array ( [0] => equity-sales [1] => kolkata ) Equity Sales Jobs in Kolkata,Equity Sales Job Vacancies in Kolkata West Bengal
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Equity Sales Job Vacancies in Kolkata

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  • 2 - 8 yrs
  • 3.0 Lac/Yr
  • Kolkata
Stock Broking Stock Market Share Trading Mutual Funds Equity Sales
Key Responsibilities:1. Trade Execution & Client DealingExecute buy/sell orders for clients across NSE/BSE terminals, manage pre-trade and post-trade confirmations, and ensure accurate execution in line with client instructions and compliance standards. 2. Market Advisory & Client ServicingProvide clients with market updates, research-backed trading ideas, and advisory support on market movements while resolving client queries and maintaining strong relationships. 3. Portfolio Monitoring & Risk ManagementMonitor client portfolios, margin positions, and exposure limits, while supporting clients on risk-related actions including margin calls and portfolio reviews. 4. Revenue Enhancement & Product AdvisorySupport growth in client engagement and trading activity while identifying opportunities to advise clients on relevant financial products such as Mutual Funds, IPOs, PMS, Insurance, and Fixed Income solutions. 5. Client Relationship Management & Account ActivationStrengthen and expand the active client base through new account onboarding, reactivation of dormant clients, regular engagement, and relationship-driven service focused on long-term client retention. 6. Compliance & Operational ExcellenceEnsure all trading, advisory, and client servicing activities adhere to regulatory guidelines, internal compliance frameworks, and operational best practices.
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Equity Advisor

Omega Wealth Management

  • 2 yrs
  • 9.5 Lac/Yr
  • Kolkata
Asset Allocation Industry Knowledge Performance Evaluation Risk Assessment Financial Modeling Financial Analysis Investment Strategies Communication Skills Equity Broking Equity Dealer Equity Trader Share Trading Share Broker Mutual Funds Sales Market Trends Analysis Stock Selection Risk Management Portfolio Management Client Relationship Management Regulatory Compliance
Key Responsibilities:Client Acquisition & Business Development:Identify and onboard new clients through various marketing and networking channels.Build and maintain strong relationships with existing and prospective investors.Achieve monthly and quarterly targets for client acquisition and revenue growth.Equity Advisory & Portfolio Management:Provide clients with timely investment advice on equities, derivatives, and other financial products.Conduct regular portfolio reviews and offer rebalancing recommendations based on market trends.Stay updated with stock market news, company performance, and global economic developments.Marketing & Brand Promotion:Execute marketing campaigns to promote the firms investment services.Conduct investor awareness programs, webinars, and seminars.Collaborate with the marketing team to generate leads through digital and offline channels.Revenue Generation:Drive revenue through brokerage, advisory fees, and cross-selling of financial products.Monitor client activity and ensure consistent engagement to maximize business potential.Required Skills & Qualifications:Bachelors degree in Finance, Commerce, Economics, or related field (MBA preferred).NISM Series VII / VIII certification (preferred or required as per SEBI guidelines).Strong understanding of stock markets, investment products, and trading platforms.Excellent communication, presentation, and negotiation skills.Proven track record in sales, revenue generation, or financial advisory.Key Competencies:Target-driven and self-motivated.Strong client relationship management.Analytical and result-oriented approach.Ability to work under pressure and achieve business goals.
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Forex Executive || Freshers & Experienced

Traderise Consultants Private Limited

Business Finance Equity Trader Forex Trader Private Equity Commodity Trader Derivatives Trader Institutional Sales Trader
Forex Trader Internship at OneCapital: Location: Kolkata (Remote-first) Stipend: Up to 18,000/month (Performance-Based)Apply through Form: https://onecapital.co.in/internship-formAbout Us:OneCapital is one of Indias top proprietary trading firms, focused on building elite traders for the global financial markets. We fund and train aspiring traders in forex, commodities, indices, and crypto combining capital, mentorship, and strategy to help you trade professionally.What Youll Do:- Actively trade in the live forex market under supervision- Analyze currency pairs using both technical and fundamental analysis- Learn and apply institutional-grade trading strategies- Track trades, maintain trading journals, and evaluate performance- Manage risk and follow proper capital allocation guidelines- Receive mentorship from senior traders and performance reviewsIdeal Candidate:- Strong interest in currency trading and global markets- Basic understanding of forex pairs, price action, and indicators- Willingness to learn and work in a performance-driven environment- Analytical mindset with discipline and emotional controlCareer Pathways:Top performers may receive Pre-Placement Offers (612 LPA) for roles like:- Forex Trader- Junior Analyst- Strategy Developer- Portfolio ManagerPerks & Benefits:- Stipend: Up to 30,000/month (Performance-Based)*- Remote-first: Work from anywhere, Monday to Friday- Live Market Access: Get real-world experience with funded accounts- Pre-Placement Offers: Full-time opportunities for top interns*Terms and Conditions Apply
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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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Equity Dealer

Extra Cover Insurance Brokers Pvt Ltd

  • 1 - 3 yrs
  • 4.8 Lac/Yr
  • Kolkata
Stock Market Equity Sales
Monitoring Stock market to analyse trading information on a daily basis. Monitoring and analysing the condition of the stock market to prepare profitable financial information. Making investments that align with the financial position of the client. Buying and selling shares and securities. Establishing effective trading strategies that result in more income and profits for clients Ensuring that the trading transactions comply with the Government laws and policies. To examine data and create accurate market reports for client Updating data sheets, performance valuation and liquidity reports regularly Communicating with brokers and clients to solve the discrepancies in trades. To achieve account opening target as and when required for achieving incentive based on KRA.
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Equity Dealer

American Academy of Financial Management

Stock Market Equity Sales Equity Dealer
- 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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Equity Sales Lead Generation Equity Broking Mutual Funds Sales PMS Relationship Manager
Job Description1. To identify and acquire the customers2. Maintaining the relationship with the customers.3. Retention of customers4. To cross-sell the investment party products5. To ensure to reach the revenue target. Acquiring new and prospective customersUnderstanding 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 expectation2. Give high priority service to the customers as per the company processes3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securitiesbroking, derivatives, bonds and all the products promoted by the company
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Equity Relationship Manager

Bhansali Value Creations Pvt Ltd

  • 1 - 5 yrs
  • 1.8 Lac/Yr
  • Park Street Kolkata
Equity Relationship Manager Equity Mutual Fund Relationship Insurance Sales Insurance Agent
Job Openings for 05 Equity Relationship Manager Jobs with minimum 1 Year Experience in Park Street, having Educational qualification of : Diploma,Professional Degree,Other Bachelor Degree,B.C.A,B.B.A,B.Com with Good knowledge in equity relationship manager, equity, mutual fund, insurance experienced preferred. etc.
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Equity Dealer

Guidance Financials

  • 0 - 1 yrs
  • 1.3 Lac/Yr
  • Paikpara Kolkata
Stock Broking Finance Stock Market Equity Sales Odin Equity
Job Openings for 2 Equity Dealer Jobs for Freshers in Paikpara, having Educational qualification of : Higher Secondary with Good knowledge in Stock Broking, Finance, Stock Market, Equity Sales, Odin etc.
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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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Equity Dealer

Wellcon Global Private Limited

Stock Broking Finance Stock Market Equity Sales Odin Walk in
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.
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Sales Financial Advisory Walk in
Key Responsibilities.1.Profiling Clients suggesting financial products (Equity) to meet customer needs as per their risk appetite.2.Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market.3.Placing orders on behalf of clients based on Client s request. Update client for order and trade on recorded line after or during market hours.4.Achieving the business target assigned in terms of generating revenue, acquiring minimum 2 new accounts, enhancing upgrading the client relationship. Maintain 0% dealing error.5.Maintain daily client s activity6.Ensuring the highest level of service to the clients.7.Ensure resolution of client queries within TAT.8.Activate dormant clients.9.Ensure regular client meetings.10.Responsible for cross selling products like Mutual Fund, SIPs, IPOs, and other Sharekhan products to the existing set of customers.11.Follow guidelines of Compliance and Risk managementRequired Qualification.1.Graduate or Post Graduate or NISM Certification required2.2 to 8 years of experience in handling retail or HNI clients3.Background from broking industry possessing equity as one of their core products4.Knowledge of technical charts
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Equity Dealer

Suparsh Recruitment

  • 1 - 5 yrs
  • 1.8 Lac/Yr
  • Around Kolkata
MS Office Stock Dealer Capital Market Stock Broking Stock Market Equity Sales Equity Dealer Finance Executive
Capital market certification preferredKnowledge in MS Office, InternetTrading on behalf of the clients Portfolio Management Building relationships with clients & educating them about InvestmentsGuiding clients on 3rd party products
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