Array ( [0] => equity-sales [1] => mumbai ) Equity Sales Jobs in Mumbai,Equity Sales Job Vacancies in Mumbai Maharashtra
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Equity Sales Job Vacancies in Mumbai

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Opening For Wealth Manager

boyen haddin

  • 7 - 13 yrs
  • 12.0 Lac/Yr
  • Mumbai
Mutual Funds Stock Broking Mutual Funds Sales Banking Sales Equity Sales Banking
We are hiring for wealth managers in one of the leading broking firm Min 7 yrs of experience required and location is based on Mumbai Churchgate Borivali AndheriCTC: Upto 14 LacsMale OR Female Anybody can apply.
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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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Wealth Manager

Boyen Haddin Consultancy

Mutual Funds Sales Equity Sales Banking Sales Mutual Funds HNI Acquisition HNI Sales Wealth Manager Relationship Manager Wealth Direct Sales HNI Relationship Manager Private Banking
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.
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Equity Dealer

C3 Mumbai

  • 2 - 8 yrs
  • 2.5 Lac/Yr
  • Malad West Mumbai
Stock Broking Equity Sales Share Trading
Trading
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SBU Head (Equity Sales)

SMIFS Limited

  • 5 - 11 yrs
  • 100.0 Lac/Yr
  • Mumbai
Leadership Visionary Financial Accumen Experience
Key Responsibilities: Lead a high-performing team to meet sales, operations, and revenue targets. Develop and execute strategies for expanding client portfolios through cross-sell and up-sell initiatives. Identify and develop long-term revenue growth opportunities for investment products, Mutual fund, PMS, Private Equity, Bonds, Insurance (GI & LI) and more. Drive and develop new business opportunities from a targeted pipeline, ensuring growth and achievement of business goals. Prepare and present detailed fortnightly, monthly, and quarterly performance reports to internal stakeholders for review and strategic planning. Build and maintain strong client relationships to identify opportunities for cross-selling, up-selling, and expanding business with existing clients. Design and execute strategic marketing and distribution plans for financial products, identifying optimal sales channels and creating recommendation roadmaps. Acquire new clients by targeting the Affluent and Super Affluent segments, identifying and tracking market trends to grow the client base. Provide personalized investment advice to affluent clients, managing and optimizing their financial portfolios to meet their individual goals. Continuously research and evaluate emerging investment opportunities and financial market trends to ensure alignment with client portfolios and objectives. Collaborate with product and research teams to tailor investment decisions based on client financial needs and market insights. Lead the recruitment, training, and performance management of team members, ensuring high efficiency in sales and operations. Conduct regular meetings to establish objectives, review progress, and streamline sales and operational processes for optimal team performance.
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Hiring For Equity Dealer

Apex Services

Equity Dealer Brokerage Equity Broking Stock Broker Share Market Equity Advisor NISM Demat Stock Broking Stock Market Equity Sales Share Trading
Dear Candidate,Greetings From APEX SERVICESDesignation - Equity DealerMin Experience -1 YRS & aboveCTC - 7 LPA..Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc)Skills:-Minimum GraduationShould have a sound understanding / knowledge of capital markets.Should be result-oriented, self-starter, proactive, good communication skills.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory.Kindly reply with an updated CV on apex.muskansingh@gmail.com if you are interested in the mentioned Job Role. you can call also on 8400586135
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Looking For Wealth Manager

Analah Capital Pvt Ltd

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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Opening For Equity Dealer

Endovia Financials Services Ltd

  • 2 - 4 yrs
  • Mumbai
Stock Broking Equity Sales Stock Market Mutual Funds Share Trading
1. Trade Execution:- Execute buy and sell orders for equities, derivatives, and other financial instruments on behalf of clients.- Ensure timely and accurate execution of trades, adhering to market regulations and company policies.- Monitor trade confirmations and reconcile discrepancies in trade details.2. Market Analysis:- Analyze market trends, economic data, and financial news to provide insights on trading strategies.- Keep abreast of market developments, including changes in regulations, to optimize trading performance.- Utilize technical and fundamental analysis to identify trading opportunities.3. Client Interaction:- Communicate with clients to understand their trading requirements and provide appropriate market updates.- Offer advisory services on market conditions and potential trading opportunities.- Handle client queries and ensure a high level of customer satisfaction.4. Order Management:- Manage and monitor pending orders, ensuring they are executed within specified limits and guidelines.- Coordinate with back-office teams to ensure smooth settlement of trades and resolution of any issues.- Maintain accurate records of all trades and transactions for compliance and reporting purposes.5. Risk Management:- Monitor market risk exposure and ensure trades comply with risk management policies.- Implement stop-loss and other risk mitigation strategies to protect client portfolios.- Work closely with the risk management team to evaluate and manage potential risks.6. Compliance:- Adhere to SEBI regulations and other relevant guidelines governing trading activities.- Ensure compliance with internal policies, including anti-money laundering (AML) and Know Your Customer (KYC) requirements.- Participate in audits and provide necessary documentation and explanations as required.
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Jobs by Popular Location

Financial Analyst

Solutionzone Consultant

Financial Planning Analyst Real Estate Real Estate Sales Equity Research Analyst Equity Sales Capital Market Infrastructure Management Analyst
The Analysts mandate is to oversee all aspects of the fund, including the following: Overseeing the funds investment and operations, sourcing investment opportunities conducting due diligence (financial, legal and regulatory) and risk analysis. Merger and Acquisition Structuring and negotiating investment terms. The Fund Analyst is expected to develop and refine potential investment opportunities and pipeline. Liaise with Financial institutions to seek information and keep abreast of latest developments in Real Estate sector. Transaction Risk management. Process control, management and deal compliance. Work out different financial models and analyze the impact on various investment options. Analyze and work out the financials for the deal. Analyze incoming real estate (residential, commercial, or industrial) opportunities in order to assist in growth of the real estate portfolio. Coordinate with developers to make disbursements in accordance with approved budgets and work programme. Present analytical reporting, performance reporting and valuation.
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Urgent Requirement For Sales Counselor

Karyarth

  • 1 - 4 yrs
  • 3.8 Lac/Yr
  • Mumbai
Inside Sales BFSI Equity Advisor
Role: Sales Wealth Counselor (Pullback) Qualification: Graduate Location: Mumbai (Work from Office) Experience:1.5 years to 4 years in Sales(Inside Sales) Working Days: 6 Days working (wherein 4th & 5th Saturday is going to be off, Subject to companies policy) Shift Timing: 10:00 AM 7:00 PM Interview Round: (Walk in -office Interview) Notice Period Immediate Joiners Requirements: Graduate (Mandatory) At least 2-3 years working in Hardcore Sales profile, Collections Background, Finance Sales, Product cross-sell/up-sell experience from Telemarketing/Tele-calling in BPO will be considered Sales Experience in the Equity/ BFSI / Finance sector will be an added advantage At least 2-3 years working within a sales environment preferably in a proactive telemarketing role. Excellent Communication Skills with Telephonic Etiquette (Written & Verbal) Fluency in English & Hindi is must Passionate personality, Aggressive in nature, Result Oriented, & Punctual in all aspects Takes complete ownership of retaining every existing client and is innovative to excel the odds Be proactive in taking up additional responsibilities Is flexible and ready to extend shift hours in need of business requirements and deliverables Roles and Responsibilities: Reactivate expired clients by renewing their subscription through our products offerings in line with their investment goals Probe, Identify and Create opportunities by interacting with existing customers with the emphasis on our product offerings and highlight the importance of wealth creation in the long term Proactively follow-up, build client relationship and Reactivate expired leads who have lost association with R&R Reach maximum clients each day and rebuild healthy business relationship with them to rebuild confidence and ensure continuityMaking minimum 100 to 120 calls per day
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Hiring For Sales Manager

Clinch Solution Angel Broking

Sales Executive Lead Generator Business Development Manager Equity Advisor
Presentation Skills, Client Relationships, Meeting Sales Goals, Sales Planning, Equity & Commodity Broking,
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Relationship Manager (1-7 Years)

MID Consultancy

Mutual Funds Sales HNI Client Handling Third Party Products Equity Dealer Brokerage Walk in
Proven experience as a Social Media Manager or similar role, preferably in the wedding or events industry.Demonstrated expertise in creating compelling content for social media platforms, with a keen eye for design and storytelling.Proficiency in social media management tools and analytics platforms (e.g., Hootsuite, Buffer, Sprout Social, Google Analytics).Strong communication skills, both written and verbal, with the ability to engage and interact with diverse audiences.Creative thinker with a strategic mindset and a passion for staying ahead of social media trends and innovations.Excellent organizational skills and the ability to manage multiple projects and priorities in a fast-paced environment.Collaborative team player with a positive attitude and a commitment to driving results.Knowledge of SEO principles and basic graphic design skills are a plus.A genuine passion for weddings, technology, and creating memorable experiencesforcouples.
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Equity Dealer

APS Enterprises

Stock Broking Stock Market Equity Sales Equity Dealer Walk in
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
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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 Dealer

BP Wealth Pvt Ltd

  • 1 - 7 yrs
  • 4.5 Lac/Yr
  • Vile Parle Mumbai
Stock Broking Finance Stock Market Equity Sales Equity Dealer Equity Advisor
We are looking for 5 Equity Dealer Posts in Vile Parle, Mumbai, Maharashtra, Equity Dealer, equity advisor, with deep knowledge in Stock Broking, Finance, Stock Market, Equity Sales, Equity Dealer, equity advisor and Required Educational Qualification is : Diploma, Advanced/Higher Diploma, Professional Degree, Other Bachelor Degree,
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Equity Advisor

Discoveries Quintessential Pvt. Ltd

Equity Sales Demat NISM 8 Certified Equity Advisor Equity Dealer Brokerage Trading Portfolio Manager Asset Manager Wealth Manager Relationship Manager
Key Pointers:In Broking, Trading, industry Handling Clients Portfolio, Management (Asset & Wealth )Worked as equity advisor/dealer on terminal / live marketGenerating revenue and comfortable with targetsJob Overview: We're seeking an experienced Equity Advisor with a strong understanding of broking, operations, risk profiling, and technical/fundamental knowledge of the stock market, bonds, and mutual funds. The candidate will generate revenue through cross-selling various products and services, coordinating with different departments for smooth processing of transactions, and visit franchisees monthly. Responsibilities: Perform risk profiling and make investment recommendations Possess in-depth knowledge of stocks, bonds, and mutual funds Cross-sell and up-sell various financial products and services Coordinate with different departments for smooth processing of transactions Generate revenue through brokerage and cross-selling Maintain accurate records and provide timely reports to management Qualifications: NISM - 8 certification is compulsory Bachelor's degree in finance, economics, or related field Minimum 1-3 years of experience in equity advisory Excellent communication and interpersonal skills
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Wealth Advisor - Relationship Manger

Stockaxis.com

  • 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

  • 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

Getwork Services Private Limited

  • 1 - 5 yrs
  • 6.5 Lac/Yr
  • Mumbai
Stock Broking Stock Market Equity Sales Equity Derivative Dealer Client Acquisition Terminal Operator Equity Advisor
Urgent Hiring for Equity Dealer.Company Name- Aditya Birla MoneySalary- 3 to 8 LPALocation-MUMBAI (All Areas) & Chandigarh, Jalandhar, patiala, Ambala, AmritsarEducation: Graduate (Any Stream) with knowledge of financial markets.Experience- 1+ Years NISM 8 certification (Equity & derivatives) Job Description:1. Execution of trade orders on behalf of clients.2. Building relationships with clients & educating them about Investments.3. Client Acquisition as per targets.4. Client meetings and bank branch visits as per the goal sheet. Required Criteria:Immediate joiners would be preferredInterested Candidates can share their updated resumeAlso refer to interested candidates
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Relationship Manager

Triventure Advisory Pvt Ltd

  • 3 - 9 yrs
  • 12.0 Lac/Yr
  • Kurla Mumbai
Stock Broking New Client Acquisition Financial Products Sales Client Servicing Options Sales Mutual Fund Sales Equity Sales Insurance Sales Loans Sales SIP
RELATIONSHIP MANAGER JDRole and Responsibilities:1) Acquiring new clients for opening Demat & Trading accounts through networking, data base, references and generate the margin in the same.2) End to end customer relationship management.3) Meeting prospect clients as well as present clients for developing and maintaining relationships.4)Selling all kinds of Financial Products such as Mutual Fund, SIP, Insurance, Loan, AIF, PMS, AG, Currency, Commodity, Options etc.5) Have a customer centric approach and ensure that customers are serviced well.6) Ensure that the customer actively trades after opening the account.7) Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.8) Keep track of evolving financial markets and government policies which impact approach and strategies.Qualifications and Experience: 9) Graduation/Post Graduation in any stream.10) 4 plus years of hard core experience in Sales profile for Advisory product.Note: - It's a Sales profile Including Field Work.Experience: 3 to 15 Years.Salary :- No Bar For Right Candidate.Working days : Monday to Friday.Working Hours : 9am to 5pm.Location : BKC.
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Walk-in For Looking For Equity Dealer

Apex Services

Equity Daeler Equity Advisor Securities Broking Cross Sales Share Market
Dear Candidate,Greetings From APEX SERVICESRole- Equity Dealer/HNI DealerCTC- upto-7 LPA + incentive + Other benefit Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc)Skills:-Minimum GraduationShould have a sound understanding / knowledge of capital markets.Should be result-oriented, self-starter, proactive, good communication skills.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory.Kindly reply with an updated CV at apex.ujjwal@gmail.com if you are interested in the mentioned Job Role, you can call also on 6394266681
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Hiring For Equity Dealer

American Academy of Financial Management

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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