Equity Sales Jobs

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.

Urgent Hiring for Equity Dealer in a leading Mse Financial Services Ltd* Placing Equity & Derivatives orders for clients.* Passing trading tips to the clients.* Confirming completed orders.* Generating Brokerage income to the company.* Candidates should have NISM-8 CertificateLocation: Coimbatore

As the company works on advisory model, the Wealth Manager will be responsible for the promotion, development and handling of client relationships related to financial planning and wealth management.The capacity utilization of a WM will be as follow1. Marketing activities including moving into the market 60%2. Handling of portfolio including doing technical analysis- 30%3. Tax planning 10%

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.

We are hiring a Business Development Executive (BDE) for our financial advisory firm. The role involves generating leads, explaining our investment research and advisory services to potential clients, converting prospects into active clients, and maintaining strong long-term relationships. The candidate should have excellent communication and convincing skills, basic knowledge of the stock market, and a target-oriented approach. Fixed salary plus attractive incentives will be offered based on performance.

Responsibilities1. Managing existing clients & Inactive clients .2. You need to keep yourself updated about the latest trends of mutual fund & Insurance market to be able to uplift your expertise and to be able to help KA Group magnify profits.3. Support clients in dealing with Mutual fund software.4. Collection of necessary documents from clients.5. Calling clients and ensuring product sale as well as delivery to client.6. We are looking for a competitive Sales Representative to help us expand our business by actively seeking and acquiring new clients.7. New Client Acquisition and Revenue Generation through Sale of All Insurance, MF, PMS, Equity Market Etc to HNI Clients.Skills Required:1. Excellent communication2. Familiar with Mutual fund & Insurance procedures3. Knowledge of Indian Mutual Fund & Insurance industry4. Interacting in a friendly and professional manner with customers.5. Have basic knowledge of general insurance policies6. Ability to work with computers and understand7. Goal and target oriented8. Excellent skills in communication and presentation9. Experience in delivering client-focused solutions and in creating long-lasting relationships

Role & responsibilitiesClient Relationship Management: Proactively engage with HNI/UHNI clients to understand needs, provide ongoing advice, and maintain long-term relationships.Financial Planning & Risk Mitigation: Develop customized plans incorporating investment strategies, retirement planning, and tax-efficient structures.Insurance & Product Solutioning: Recommend suitable life insurance, investment products (ULIPs, mutual funds), and risk management products to align with client goals.Portfolio Monitoring: Regularly review client portfolios and rebalance them to match changing financial circumstances or market trends.Sales & Business Development: Acquire new clients through referrals and networking, and achieve assigned revenue and sales targets.

Job Title: Business Development Executive (BDE)Experience: 1-2 YearsLocation: SuratEmployment Type: Full-timeAbout the jobResponsibilitiesManaging existing clients & Inactive clients .You need to keep yourself updated about the latest trends of mutual fund & Insurance market to be able to uplift your expertise and to be able to help KA Group magnify profits.Support clients in dealing with Mutual fund software.Collection of necessary documents from clients.Calling clients and ensuring product sale as well as delivery to client.We are looking for a competitive Sales Representative to help us expand our business by actively seeking and acquiring new clients.New Client Acquisition and Revenue Generation through Sale of All Insurance, MF, PMS, Equity Market Etc to HNI Clients.Skills Required:Excellent communicationFamiliar with Mutual fund & Insurance proceduresKnowledge of Indian Mutual Fund & Insurance industryInteracting in a friendly and professional manner with customers.Have basic knowledge of general insurance policiesAbility to work with computers and understandGoal and target orientedExcellent skills in communication and presentationExperience in delivering client-focused solutions and in creating long-lasting relationships

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.

Key Responsibilities:Execute equity trades (NSE/BSE) accurately and promptly on behalf of clients.Monitor stock market movements and provide real-time trading advice to clients.Maintain active communication with clients to inform them of market trends, investment options, and risk factors.Ensure all regulatory and compliance requirements (SEBI, NISM, etc.) are met in daily trading activities.Coordinate with the back-office team for timely settlement and reporting.Maintain and grow client relationships to ensure repeat business and client satisfaction.Prepare daily and periodic trading reports for internal and client use.Monitor client positions and margin requirements to prevent over-leveraging.Support in onboarding new clients and advising them on investment strategies.Qualifications:Bachelor's degree in Finance, Commerce, or a related field.Mandatory: NISM Series VIII - Equity Derivatives Certification.;

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.

* - * Graduation mandatory* Salary upto 6 lpa (50K in hand) + Unlimited incentives* Fixed 5AM-2PM Australian Shifts (Mon-Fri)* Good spoken English communication * / * Joining in November month- Immediate joiners preferred onlyWhy us? 5 Days Working Sat-Sun Fixed Off Fixed Morning Shifts Uncapped Incentives

The Equity Research Associate will work closely with Portfolio Managers and Research Analysts to conduct deep-dive research on potential investment opportunities. The candidate will support industry/stock analyses, financial modelling, primary research, and monitoring of companies and sectors to feed ideas into the investment process.Key ResponsibilitiesPerform industry analysis: assess key trends, competitive strategies of major players, market structure, growth drivers and risks.Benchmark operational & financial performance metrics of major industry players (e.g., margins, growth rates, asset turns, returns).Conduct detailed financial-statement analyses and valuation work: build and maintain financial models (income statements / balance sheets / cash flows), compute valuation (DCF, multiples, residual income, etc.).Monitor continuously: track news flow, business-model changes, quarterly/annual results of companies under coverage and their peers/suppliers/customers.Conduct primary research: meet with companies, competitors, suppliers, customers; listen to quarterly conference calls; prepare summary meeting/call notes.Produce research deliverables: draft write-ups, investment memos, note key findings and investment implications for the team.Assist in the preparation of presentations/reports for internal investment discussions and for the portfolio team.Work with senior team members to identify new ideas, update models and databases, maintain coverage universe.Stay abreast of macro-economic, regulatory and sector developments which may impact company/industry dynamics.Qualifications & SkillsCA with a graduate degree in Economics, Accounts, Business, or Mathematics (or equivalent).13 years of relevant experience in equity research or related field; CFA Level 1 (or prepared) will be an advantage.Outstanding analytical and problem-solving skills; ability to dig into data, ask the right questions, form logical investment insights.Strong written and spoken communication skills; ability to clearly articulate research findings and investment theses.Demonstrated keen interest in equity markets and investments, with good understanding of company financials.Excellent modelling capabilities with MS Excel and strong comfort with numbers/financial statements.Ability to work under pressure and manage multiple tasks simultaneously, with good time-management skills.A self-starter, curious / proactive, with attention to detail and willingness to learn.Preferred AttributesStrong quantitative skills, good comfort with valuation techniques and financial modelling.Good business acumen & commercial mindset: understanding how industries work, business models evolve, competitive dynamics matter.Ability to synthesize large amounts of information into actionable investment ideas.Teamoriented but able to work independently on defined assignments.Comfortable meeting management, industry participants, attending calls, summarising key points for the investment team.

Trading Account Opening meeting New Prospects .develop and Implement Effective Sales Strategies and Market Analytics.manage and Lead a Team of Sales Representatives.achieve Sales Targets and Monitor Performance Metrics.build and Maintain Strong Client Relationships.analyse Market Trends and Identify Growth Opportunities.prepare Sales Forecasts and Budgets.collaborate with Marketing and Product Teams to Enhance Customer Offerings.ensure Compliance with Regulatory Requirements.meeting Old and New Clients.maintaining Excel for Daily Working and Team.

A multi-billion private equity firm is looking to hire an Accountant - Accounts Payable and the role is based in Singapore. The firm has a strong track record in Asia and continues to grow in the region.Key Responsibilities:Prepare and keep track of all payments and expenditures, including payroll payment arrangement and staff reimbursement / expenses claimsReview staff reimbursement / expenses claims according to company's policies, and arrange for payment approvalEnter and upload invoices into system, and process all invoices and payments related transactionResolving all payables related issues with internal and external stakeholdersPreparing bank reconciliations, ageing report and Statement of AccountsResolving all payables related issues with internal and external stakeholdersMaintaining accounting ledgers and assisting in monthly closingPerforming vendor and bank reconciliationsWorking with various stakeholders to improve AP process, controls & analysisPreparing analyses of accounts and producing monthly reportsSupporting internal and external audit requirementsContinuing to improve the payment processOther responsibilities as assignedKey RequirementsDiploma / degree in Accounting, as well as prior experience in a similar role with 4-8 years professional experienceExperience in management of staff reimbursementWell versed in the MSOffice suite. Knowledge in Xero accounting software is a plusSelf-motivated, independent in a fast-paced environment and fast learnerOrganized and possess a high attention to detail.Have can-do attitude and open mindsetFluent language skills in English.

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

Should place orders and ensure executionshould be able to work fast with accuracyshould be good in communicationshould be able to analyse and suggest

Roles and Responsibilities:New client acquisition for Trading and Demat accountRevenue generation through brokerageMonitor and review team members' performance and help the team to achieve maximum business resultsMaintaining client relationshipsRemain updated about the latest investment products and market trendsTo guide the client about the suitable investment/trading products as per the client's profileTo ensure the achievement of the Acquisition Targets of HNI clients, Retail clientsQualification, Experience, CTC:Any Graduate/Any Post GraduateExperience in the Broking/Securities/Advisory industry is a MustWork from the Office15,000 to 30,000Walk-In Interview Details:Monday to Friday - 9 AM to 5 PMVenue - 9th Floor, NRK Business Park, Vijay Nagar, Indore

Investment products sales

Job Description:1. Responsible for meeting assigned target of margin collection2. Lead the Team of Dealers and Sales Executive and navigate them to Success.3. Execute trades on live terminal.4. Managing existing clients & Inactive clients5. Know market sentiment via research, valuation and data analysis6. Monitor BSE/NSE and other international market performance7. Provide key clients daily information related to trading and market movements8. Contact all mapped clients through daily/weekly/monthly calls, regularly9. Maintaining long term relationships, deepening relationships With Existing High Net Worth Customers So As To Increase Revenue Base For The Company.10. New Client Acquisition and Revenue Generation through Brokerage generation and Sale of Strategies of Equity Market Etc to HNI Clients.11. Preparation And Execution Of Financial Planning12. Understanding of Stock Market.13. Risk Profiling Of Existing & New Clients.14. Regular Portfolio Review of Existing & New Clients.15. Use financial acumen and investment expertise to review a client's profile and develop a plan helping the client to reach his short term and long- term investment goals16. Conduct research and analysis on mutual fund & Insurance schemes17. Providing seamless & superior service delivery18. Travel extensively in the city for meeting prospective clients19. Team Leading

A multi-billion private equity firm is looking to hire an Accountant - Accounts Payable and the role is based in Singapore. The firm has a strong track record in Asia and continues to grow in the region.Key Responsibilities:Prepare and keep track of all payments and expenditures, including payroll payment arrangement and staff reimbursement / expenses claimsReview staff reimbursement / expenses claims according to company's policies, and arrange for payment approvalEnter and upload invoices into system, and process all invoices and payments related transactionResolving all payables related issues with internal and external stakeholdersPreparing bank reconciliations, ageing report and Statement of AccountsResolving all payables related issues with internal and external stakeholdersMaintaining accounting ledgers and assisting in monthly closingPerforming vendor and bank reconciliationsWorking with various stakeholders to improve AP process, controls & analysisPreparing analyses of accounts and producing monthly reportsSupporting internal and external audit requirementsContinuing to improve the payment processOther responsibilities as assignedKey RequirementsDiploma / degree in Accounting, as well as prior experience in a similar role with 4-8 years professional experienceExperience in management of staff reimbursementWell versed in the MSOffice suite. Knowledge in Xero accounting software is a plusSelf-motivated, independent in a fast-paced environment and fast learnerOrganized and possess a high attention to detail.Have can-do attitude and open mindsetFluent language skills in English.

Should be authentic and should have good knowledge about Stock Market operationsShould be good in communicationsShould be able to place and execute buying & selling orders of sharesShould have good knowledge about dealing activities

Urgent Hiring for Equity Dealer in a leading Mse Financial Services Ltd* Placing Equity & Derivatives orders for clients.* Passing trading tips to the clients.* Confirming completed orders.* Generating Brokerage income to the company.* Candidates should have NISM-8 CertificateLocation: Coimbatore

Roles and Responsibilities-Responsible for recruitment and management of representatives.-Train and motivate team members to provide a better understanding of market/products.-Monitor and review team members performance, help them achieve maximum business.-Meeting existing customers on a regular basis for achieving service standards.-Attending morning meeting to discuss strategy for the day-Develop and maintain a long-term relationship with clients.-Focus on generating new business.-Desired Candidate Profile-Experience: 1 years of experience is required in broking house.Qualification: Graduation is mandatory.

Urgent Hiring for Equity Dealer in a leading Mse Financial Services Ltd* Placing Equity & Derivatives orders for clients.* Passing trading tips to the clients.* Confirming completed orders.* Generating Brokerage income to the company.* Candidates should have NISM-8 CertificateLocation: Coimbatore