Array ( [0] => stock-broker [1] => surat ) stock broker Jobs in Surat,Stock Broking Job Vacancies in Surat Gujarat
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Stock Broker Job Vacancies in Surat

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Urgent Requirement For Wealth Manager

Mehta Wealth

  • 1 - 7 yrs
  • Surat
Mutual Funds Communication Skills Investment Products Financial Products Stock Broking Problem Analysis
Key Responsibilities1. Build and manage a portfolio of HNI and UHNI clients.2. Understand client financial goals and provide suitable investment solutions.3. Offer advisory on products such as Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Investment Products such as Mutual funds, fixed-income securities (bonds/debentures), and fixed deposits, Specialized Offerings such as Global investments, private equity, Pre-IPO opportunities, Insurance and real estate funds.4. Regularly review client portfolios and recommend rebalancing as per market conditions.5.Acquire new clients through referrals, networking, and business development activities.6. Ensure compliance with regulatory requirements and internal policies.7. Maintain strong relationships with product partners and internal teams.8. Prepare reports, presentations, and investment proposals for clients.9. Stay updated with market trends, economic developments, and new financial products.Required Skills & Competencies1. Excellent communication and relationship management skills.2. Strong knowledge of financial markets and investment products.3. Strong analytical and problem-solving abilities.4. Client-centric approach with a sales and advisory mindset.5. Ability to work independently and meet targets.
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Face-to-Face For Equity Dealer Jobs (Freshers)

Ckredence Wealth Management

  • 0 - 3 yrs
  • 2.3 Lac/Yr
  • Surat
Stock Broking Terminal Operations Share Trading Equity Sales
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.;
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Sales Manager- Equity,Equity Portfolios,Pms,Mutual Fund

Growthinvesting Pvt. Ltd.

Equity Sales Online Sales Mutual Funds Sales Portfolio Manager Stock Market Stock Exchange Stock Analysis Stock Valuation Equity Dealer Equity Trader Equity Broking Client Engagement Manager Customer Relationship Market Analysis Market Forecasting Wealth Manager HNI HNI Client Handling HNI Relationship Manager
Job descriptionCompany: Growth InvestingLocation: Sector 46, Gurgaon (Work from Office + Work From Home)Job Type: Full-TimeSalary: 3.00 6.00 Lacs per Annum +IncentivesAbout us:GrowthInvesting.in is a data-driven equity research and Model Portfolio platform focused on building smart, growth-oriented portfolios. We empower investors with research, insights, and AI-powered tools. WE are SEBI-registered & Specialize in building high-conviction equity portfolios and derivative trading plans using in-depth analysis .Role OverviewAs a Sales Manager, your primary responsibility will be to drive sales and client acquisition. You will engage with potential investors, understand their needs, and guide them toward suitable equity portfolios or trading solutions.This role is ideal for someone who understands the Investing, stock market & Mutual fund, has experience in financial product sales, and is excited to help clients grow their wealth through structured investing.Key ResponsibilitiesLead Generation: Identify and qualify leads through outbound calls, emails, and digital channelsClient Engagement: Educate potential investors on stock market investing and our offeringsPortfolio & Trading Advisory: Match clients with:Equity PortfoliosIndex Derivatives (Options & Futures)Equity DerivativesOption StrategiesCommodity DerivativesSales Execution: Pitch and close investment solutions including:Mutual FundsEquity portfolio'sGrowth Investing SmallcasesEquity & Derivative Trade PlansTarget Achievement: Meet client onboarding and revenue goalsCRM & Follow-ups: Maintain records, nurture leads, and build strong client relationshipsWhat Were Looking ForEducation:Bachelors Degree Must (B.Com - Preferred)NISM Certification (Preferred Series XV)Experience:Minimum 2 years in sales of Mutual Fund, Equity, Equity portfolios, PMS, AIF, mutual funds, or VC productsMinimum 2 years of exposure to equity + derivatives marketsTrading experience is a strong plusSkills:Strong understanding of equity market basics and derivative strategiesExcellent communication & consultative selling abilityTarget-driven, organized, and self-motivatedPrior experience with CRM or sales tracking tools is preferredPerks & BenefitsLearn directly from a SEBI-registered Research AnalystBe part of a growing fintech research & advisory startupTransparent incentive + bonus structureExposure to real-world equity & derivative strategiesClear growth path into wealth advisory or portfolio strategyJob Types: Full-time, PermanentPay: 300,000.00 - 600,000.00 per yearBenefits:Flexible scheduleInternet reimbursementWork from homeEducation:Bachelor's (Required)Experience:Equity & Derivative : 2 years (Required)Language:English/Hindi + 1 Regional Language (Required)License/Certification:NSIM XIV (Required)Work Location: In personSpeak with the employer +91 9810500199Application Deadline: 20/08/2025Expected Start Date: 20/08/2025
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Opening For Equity Dealer

Anvtech

Stock Broking Stock Market Mutual Funds Share Trading Equity Sales
Job Title: Equity Dealer Stock BrokingLocations: Surat, Ahmedabad, Rajkot, MumbaiJob Description:We are seeking a skilled and proactive Equity Dealer to join our team. The ideal candidate will be responsible for executing trades, providing investment recommendations, and ensuring seamless trading experiences for clients. This role demands strong market knowledge, client interaction skills, and the ability to perform under pressure.Key Responsibilities: Execute buy/sell orders for clients with accuracy and speed. Communicate trading calls and investment ideas effectively to clients. Achieve brokerage revenue targets and promote cross-selling of financial products. Maintain strong relationships with clients and provide ongoing support. Monitor market trends, stock movements, and trading activities to advise clients. Ensure compliance with regulatory guidelines and company policies.Required Candidate Profile: Must hold NISM Series 8 (Equity Derivatives) Certification. Minimum 1 year of experience as an Equity Dealer in the Stock Market. Ability to work efficiently in a high-pressure, fast-paced trading environment. Strong analytical skills and knowledge of financial markets. Excellent communication and client-handling abilities.Please Note Targets: 5 KYC (Know Your Customer): Acquire 5 new clients. Each client should have a trading margin (funds available for trading) of 50,000 to 1,00,000. 3x Revenue of Salary: Generate revenue that is three times your current salary. TPP (Third Party Products): Focus on selling the following Third Party Products:o Insurance, Term Plan, IAP (Investment Advisory Platform), PMS (Portfolio Management Services)
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Jobs by Related Category

Business Development Manager

Tradebulls securities pvt ltd

  • 0 - 4 yrs
  • 4.0 Lac/Yr
  • Surat
Retail Sales Marketing Communication Lead Generation Banking Sales Client Acquisition Share Market
We are looking for 4 Business Development Manager Posts in Surat, with deep knowledge in undefined and Required Educational Qualification is : Higher Secondary
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Branch Manager For Stock Broking Company

ABS International

Stock Broking Team Coordinator Business Development Manager Business Planning Corporate Branding Cross Functional Coordination Walk in
One of the Largest Equity Broking Corporates in India ... searching for #BranchManager/Branch Head for Mumbai , Pune , Surat , Amravati Sangli Kolhapur , ParbhaniCandidates from Banking, Insurance, and mutual fund industryRole: Branch ManagerExp.: 5+yrs of Branch handling or Team handlingCompany is a well-diversified financial service company in India & Abroad, offering one stop investment solutions in trading & investments. Company believes in growing with its clients and creating valuable relationships. Its about having the passion to go that extra mile and its about making the clients and partners a part of the family.Company offers advanced broking services across equity, derivative, currency and commodity asset classes, financial analytics, mortgage advisory, investment banking and executions in cash & future equities.Hiring For Branch Manager / Branch Head - Stock Broking Co- MumbaiResponsibilitiesResponsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisee.Responsible for achieving surplus through New Business development. Should focus on all the productsincluding equity, derivatives (F&O), currency, commodities, MF & PMS.Responsible for taking initiatives for building brand in the locality. Should be responsible forexpansion of client base including (HNI, Ground, and Web).Develop business through appointment of new franchisees in the territory.Responsible for achieving brokerage productivity per RMResponsible for achieving brokerage productivity per client (HNI and Retail) & achieve client profitability.Ensure adherence to all compliance as laid down by Risk and Compliance.Ensure harmonious relationships with employees team members & take initiatives to build employees capability.Responsible to achieve all advisory product targets of branch.Responsible for cross selling third party products for the branchHelp branch team achieve their productivity as defined by companyG
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Relationship Manager Dealing

SMC Global Securities Ltd

Stock Dealer Stock Broker
Candidate has to have knowledge of stock markets and should have passed NISM Derivative 8 module as a mandatory requirement
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Sales Support Executive

Hiring Masters

  • 1 - 2 yrs
  • 2.0 Lac/Yr
  • Surat
Share Market Sales Support Walk in
a. Support to Sales Executivei. Making entries in BITRIX CRM Softwareii. Following up for Salesiii. Finding the information as per instruction of Seniorsiv. Calling to Customersv. Writing Emails to customersvi. Handling customer KYC Processvii. Helping Finideas team for better coordinationb. Webinar / Seminar Event supporti. Planning the Eventii. Targeting the customersiii. Inviting themiv. Making Presentationsv. Delivering Presentationvi. Keeping the records of registered, attended, and followed up customersvii. Helping Team for better presentationviii. Handling online Presentationix. Keeping the records of all the actionc. Reportingi. Keeping regular attendanceii. Entering all the activities in CRM Softwared. Visiting outsidei. Meeting customers outsideii. Completing their registration, banking, trading, and reporting related proceduresiii. Keeping records of all the outside visitse. Meeting and Trainingi. Attending all the Team meetings of Finideas timelyii. Attending webinar meetings timelyiii. Attending Training programs regularlyiv. Keeping records of all the meetings and training.f. Website, Software, and Back Office Testingi. Testing current website, software, and back-officeii. Finding Bugs and helping developers to resolve the issuesiii. Implementation of new versionsg. Existing Investor Supporti. Query resolutionii. Fees collection reminderiii. Advisory Management (tracking opportunities)h. Research and Service Innovationi. New product research (Data Research)ii. Identify and implement improvement in client services (Reports, Performance report, Fees collection Etc.)
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Jobs by Popular Location

Relationship Manager

JK Securities Pvt. Ltd.

Stock Broking Cross-Selling Financial Products Investment Ideas Stock Calls Financial Planner Walk in
Job SummaryWe are looking for a candidate to manage a portfolio of clients, execute trades and generate revenue throughcross-selling and upselling clients while helping them to make the right investment decisions thus enabling longterm wealth creation at the same time. The candidate will also be responsible for growing the client base byconverting leads and getting new accounts in the system. Roles & ResponsibilitiesAchieve healthy revenues without compromising on clients profitability with Cross-selling of other financial products & attain maximum reach of investment ideas/stock calls initiated. End to End Customer relationship management and client servicingAcquire new clients for Demat and Trading, Mutual Funds, Portfolio Management Services, third party products, and Insurance through networking, database, and references.Understand the financial products (Equity, Derivatives, PMS, MF) of the company and pitch the same to prospects, engage and guide prospects in the documentation for availing the same. Responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of Retail BrokingWorking closely with compliance, legal, and other departments to provide holistic service & support to clienteleCollaboration with product specialists to ensure engagement of clients with superior and tailored wealth management solutions.Developing and executing marketing campaigns and initiatives at various stages of the product lifestyle, including fund launches and investor retention campaignsConduct continuous capital market research to be updated on the latest trends.Responsible for building AUM and revenue generation as per company benchmarks.Candidate Profile & Skill RequirementsBachelors Degree in Finance or related business field.2+ years experience in an RM position in the BFSI industry.NISM Exam clearance & renewal as per requirement.Exceptional interpersonal communication and
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Share Broker

Agarwal Job Placement

  • 2 - 4 yrs
  • 3.5 Lac/Yr
  • Surat
TYPING SKILLS Mutual Funds IPO Management Share Broker Stock Broker Walk in
Buying and selling shares, stocks, and other securities on behalf of investors.Analyzing and interpreting financial reports. ...Advising clients on investment strategies. ...Managing the investment portfolio of investors.Following the latest trends and news in the stock market.
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Stock Dealer

irojgar

  • 1 - 3 yrs
  • Surat
Stock Dealer Capital Market Stock Broking Stock Market Equity Sales Equity Dealer Finance Executive Walk in
An equity trader buys, holds or sells various equity products on stock exchanges. These products may include stocks, preferred stocks, equity options and financial futures. Research and identify trading strategies and methods leading to greater profit and income for clients.
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Equity Dealer

Moneylicious Securities Private Limited

Equity Dealing Equity Buying Stock Dealer Capital Market Stock Broking Stock Market Equity Sales Equity Dealer Finance Executive Walk in
Buying and Selling in Equity Sharesto Give Trade Confirmation At the End of the Dayto Maintain Client Relationship
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Enrollment Councilor (Female)

Growthinvesting Pvt. Ltd.

Educational Sales Equity Sales Online Sales Tele Sales Manager Tele Sales Officer Tele Caller Tele Counselor Tele Marketing Executive Mutual Funds Sales Portfolio Manager Stock Market Stock Exchange Stock Analysis Stock Valuation Equity Dealer Equity Trader Equity Broking Client Engagement Manager Customer Management Customer Manager Customer Relationship Market Analysis Market Forecasting Derivative Market Investment Planning Investment Strategies Investment Analysis Investment Management
Location : Gurugram, HaryanaWork Preference: Work from Home/Work From OfficeJob Description : Enrollment AdvisorEmployment Type: Full-timeAbout GrowthInvesting.inGrowthinvesting.in is a leading platform offering expert-led Equity Portfolio's , Model Portfolio and Research Calls on stock/Equity/Derivative trading, financial markets, and investment strategies.Position OverviewWill play a pivotal role in guiding potential Investors & customers to enroll in our Equity Portfolios on Smallcase.com.If you are passionate about financial markets and education and have the drive to succeed, we'd love to hear from you. Share resume to help@growthinvesting.in or share your resume on 9810500188. Incentives-Lucrative performance-based incentives.Key Responsibilities1. Customer Engagement: Reach out to potential customers who have expressed interest in growthinvesting.in Model Portfolio Management. Understand their needs and provide tailored advice on offerings.2. Model Equity Portfolio Promotion: Clearly articulate the benefits of enrolling in our Equity Portfolio on Smallcase.com and Mobile Application, including mentorship under expert Research Analysts and detailed content.3. Lead Conversion: Achieve and exceed enrollment targets through consultative selling techniques. Follow up with leads to close sales effectively4. Knowledge Application: Utilize your understanding of stocks and financial markets to build trust and credibility with potential customers.5. Reporting: Maintain accurate records of customer interactions and sales progress.Working knowledge of stocks, trading, and financial markets.1.Strong communication and interpersonal skills.2.Ability to build rapport and engage customers effectively.3.Self-motivated and target-driven mindset.4.Basic proficiency in using CRM tools and MS Office.
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Territory Manager - Stock Broking Company

ABS International

Stock Broking Business Development Manager Branch Sales Manager Territory Manager Territory Business Manager Client Relationship Manager Acquisition Manager Walk in
One of the Largest Equity Broking Corporates in India ... searching for #BranchManager/Branch Head for Mumbai , Pune , Surat , Amravati Sangli Kolhapur , ParbhaniCandidates from Banking, Insurance, and mutual fund industryRole: Territory Sales Manager Exp.: 5+yrs of Branch handling or Team handlingAbout Company:Company is a well-diversified financial service company in India & Abroad, offering one stop investment solutions in trading & investments. Company believes in growing with its clients and creating valuable relationships. Its about having the passion to go that extra mile and its about making the clients and partners a part of the family.Company offers advanced broking services across equity, derivative, cProfile:- Responsible for handling the branches of the cluster assigned and for managing all aspects of the business cycle.- Running the daily deliverable activities of the business ensuring achievement of KPIs and quality of service through the teams.- Key focus areas being: Getting teams to achieve customer acquisitions, activations, productivity on core broking and cross selling of third party products i.e. mainly insurance and investments.- Driving annual business numbers and making sure all the branches achieve the yearly targets.- Create and implement effective direct sales strategies toward achievement of sales objectives.- Responsible for P & L management.- Managing key customer relationships, building and sustaining investment relationships with High Net-worth Individuals and Corporate clients that include products like IPO, Bonds etc- Eyeing and working on learning and development of the teams at all levels.- Work force management: control attrition; provide growth path and making sure the budgeted manpower is on-boarded and branches are operating in full capacity.Candidate Profile:- 10-15 years of retail stock broking experience in the Indian market.- Should have leadership experience in the broking industry.
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Equity Dealer

Ckredence Wealth Management

  • 1 - 3 yrs
  • 2.5 Lac/Yr
  • Vesu Surat
Share Trading Stock Market Stock Broking
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:Atlest 1 year of experience in ODIN softwareMandatory: NISM Series VIII - Equity Derivatives Certification.
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