Stock Manager Graduate Jobs in Surat

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

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.

Maintain Data on excel. Stock management of all articles & etc

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

Job Timing - 6.00 PM To 1.00 AMManager will be responsible for the day-to-day operations of the store including :Customer ManagementOperationsFinancial Management

Candidate has to have knowledge of stock markets and should have passed NISM Derivative 8 module as a mandatory requirement

We Need An Accountant Having Specialised Skills in Handling Cash, Bank Reconciliation, Stock Audit, Gst , Tcs, Tds ,Billing. and Has Special Knowledge in Tally. Our Operating Software is Tally.

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

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.

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.