Stock Broker Graduate Jobs in Kolkata

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.

Job Description: Building and maintaining strong relationships with HNI / Ultra HNI clients both Individual & Non-Individual while understanding their financial goals, risk tolerance and investment preferences. Driving Revenue generation through cross-selling of Wealth Products like MF/SIP, Bonds, Insurance, and Asset (Loan). Acquisition of New Clients for D-Mat and Trading account and providing them with Equity research advisory for Investment and Trading needs of the Investor. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. Meeting with potential Investors (Physical or Virtual) for discussing and proposing him/her the investment opportunities available with Eureka Securities PCG. Keeping constant touch with PCG Dealer/Equity Advisor for monitoring Equity portfolio of Investors on Regular basis. Weekly & Monthly Review of business and meetings with HOD & other Business Heads. Organising and conducting Seminar/ Meetings/ Investment Awareness programmes to generate leads for fresh & new investors. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs. Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions. Managing and achieving the internal budget product wise to maintain Monthly/Quarterly Score Card for performance evaluation.

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.

Urgent requirement of senior candidates in the age group of 40 years to 60 years having sound knowledge in Business development , customer /client handling , administration . Retired candidates preferred .

must have minimum 2 years experience in equity share trading - placing orders, coordinating with brokersprior experience in share broking or PMS will be helpfulshould have an ideal of NRI trades and its operationsshould be good with mathsmust have experience in advance excel & google sheetssalary as per previous drawn and experience

Job Title: Channel Partner SpecialistAbout Altius Investech:Altius Investech is a leading wealth management firm specializing in unlisted and pre-IPO shares. We're seeking dynamic individuals to expand our network and drive growth.Key Responsibilities: Identify and onboard new channel partners Train and support partners in promoting Altius Investech's services Develop strategies to increase partner productivity and sales Analyze market trends and competitor activities Collaborate with internal teams to ensure smooth partner operations Achieve partner recruitment and revenue targets Represent Altius Investech at industry events and networking forumsQualifications: Bachelor's degree in Finance, Business, or related field 3+ years experience in channel sales or partner management (preferably in financial services) Strong understanding of unlisted shares and pre-IPO investments Excellent communication and networking skills Analytical mindset with ability to interpret data Self-motivated with a results-driven approachPerks and Benefits: Competitive base salary with lucrative performance-based commissions Health insurance coverage Professional development opportunities Flexible work arrangements Regular team building activities Opportunity for rapid career growthWorking Culture:At Altius Investech, we foster an entrepreneurial spirit. We value innovation, collaboration, and continuous learning. Our open-door policy encourages idea-sharing at all levels.Screener Questions:1. Describe your experience in managing channel partners or sales networks.2. How do you stay updated on trends in the unlisted shares market?3. What strategies would you employ to recruit and motivate channel partners?4. Share an example of how you've successfully grown a partner network in the past.5. How do you balance partner support with achieving sales t

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Job descriptionGreeting from LMCDesignation - Deputy Manager, Manager and Sr. Manager.Role Type - Individual ContributorEligibilityMinimum of 2 years of experience as a Equity Dealer/trader in a broking firm.Certified in NISM/NCFM VIII certificate is Mandatory.Must have a sound understanding/knowledge of capital markets.ResponsibilitiesManaging financial portfolios of and on boarding High net-worth individuals and Corporate ClienteleResponsible for identifying customer needs, assessing their risk appetite and providing them investment options.Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolioAttain maximum reach of investment ideas/stock calls initiatedAchieve healthy revenues without compromising on clients profitabilityEnsure active management of clients & achieve the target active AUMHave clear focus on client miningAssist in new client acquisition, building new relationships and increasing depth in existing relationshipsConduct regular Client Meetings & update the same in the meeting trackerKeep abreast of the market news, financial trends and current affairs

Graduation or Above.Age 21 to 38 years.Minimum 7 Months experience in the BFSI Sector.Fresher's Can't Apply.Bike.

Interviews for Stock Broking Sales Profile*Company : Sharekhan LtdDesignation : Equity Dealers Sales Executive Salary - up to 5.5LPAJob Locations - Kolkata -Behala, Ajmer-Rajasthan, Ludhiana Qualification : GraduationAge criteria - up to 36 years Max..Responsibilities - Coordinating with clients for their daily trades in Equity , Opening of Demat & Trading Account of new Customer,Cross selling of Mutual funds, SIP, investment plans, financial products sales etc.Experience required : Graduate freshers or up to 1 year in any banking products Sales experience required for Executive role

We are Hiring Candidate for Insurance Sector Candidate for Direct Sales, Candidate Should Be Experience in Insurance Sales or Banking Sales age 20 to 35 , Good Combination Skill, and Soft Behaviour

KEY RESPONSIBILITIES:Service through relationship management?Establishing and strengthening relationships with the allocated customerbase.?sales of Insurance/ Mutual Funds/ CASA/ Investments/ Loans/ Real Estate.?Ensure retention of in his/her allocated book of relations (existingcustomer database).?Act as a single point of contact for customers for any customerquery/complaint.?Identifying financial goals of customers and providing financial planningassistance.?Competition Analysis for giving professional advice to the customer?Fix self appointments every day from the given customer database as per thecampaign?Team Development (Subject to assessment)Sales? Focus on cross-sell & up-sell opportunity in allocated customers.? Ensure successful completion of licensing as per MLI standards ?Basic Computer Knowledge.Please share your resume or on Whatsapp#We don't charge any kind of fee for application from the candidate.

B2B Sales: Develop and implement strategies to drive B2B sales, targeting businesses and organizations as potential clients for our brokerage services.Franchise Acquisition: Identify, approach, and acquire Authorized Persons (APs) to expand our brokerage network, ensuring alignment with our business objectives and compliance requirements.New Brokerage Sales: Generate new brokerage sales opportunities by identifying and prospecting potential clients, showcasing our services, and closing deals to achieve revenue targets.Selling Third-Party Products: Collaborate with APs to sell third-party financial products, leveraging their networks and expertise to maximize sales and cross-selling opportunities.Sub-Broker Management: Manage and nurture relationships with existing sub-brokers, providing support, training, and guidance to enhance their performance and foster loyalty.Relationship Building: Build strong relationships with key stakeholders, including APs, sub-brokers, and B2B clients, through regular communication, networking, and providing exceptional service.Market Research: Stay updated with industry trends, market conditions, and competitor activities to identify new opportunities, adapt strategies, and maintain a competitive edge.Reporting and Analysis: Prepare regular sales reports, performance metrics, and forecasts to monitor progress, identify areas for improvement, and provide insights to senior management.Compliance and Risk Management: Ensure adherence to regulatory guidelines, company policies, and industry best practices, mitigating risks and promoting a culture of compliance within the team.Team Collaboration: Collaborate with internal teams, including marketing, operations, and product development, to align sales strategies, share market insights, and drive overall business success.12-14 years (at least last 3-4 years in people management role)Bachelor's degree in business administration, finance, or a related field. An MBA or equivalent qua

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

We are Looking for 10 Relationship Manager Posts in Kolkata, West Bengal, with Deep Knowledge in Stock Broking and Required Educational Qualification is : other Bachelor Degree

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.

Vacancy is for Equity dealer for our Kolkata office at Jet Age Securities Pvt. Ltd. , a stock broker. Candidate Should have NISM Series VIII certificate. The candidate should be able to execute trades for clients in the CM & FO segments and should have good communication skills in English and Hindi.

Are you curious, creative and love driving sales? - We are preferring AMC company candidates or mutual funds based company candidates or else a person who have mutual fund sales background for more than 2 years in same company or in Banking sector- Close association with clients to increase market share by explaining them the financial products offered- Advising Institutional clients and private banking advisors on broader investment options available.- Achieving the target given- Meeting the clients, selling our products and building relationships- Filling in Timely Reports -As a Sales Manager, you will build, enhance, maintain and execute the sales pipeline and funnel strategy using best in industry standards and tools.-We are looking to build a young dynamic team with a growth mindset and passionate about building a sales pipeline- Adherence to our company norms and values, integrity, passion for sales - which will ensure an eye for a win - win solution to all transactions- Liaison and synergize with various internal departments and contribute to sales strategies-Build customer relationships - Develop and strengthen relationships with all intermediaries as well as direct clients.- Activate IFA's, Direct Clients and Banks and generating regular business from all these counters- Generating sales from channels like Banks and IFA's- To achieve AUM number- To increase Market sharePersonality & Must Have :- Any graduation preferably MBA in marketing/Finance- Excellent Communication skills- Strong Interpersonal Relationships-Strong selling skills

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