- Managing financial portfolios of and on boarding High net-worth individuals and Corporate Clientele
- Responsible 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 portfolio
- Attain maximum reach of investment ideas/stock calls initiated
- Achieve healthy revenues without compromising on clients profitability
- Ensure active management of clients & achieve the target active AUM
- Have clear focus on client mining
- Assist in new client acquisition, building new relationships and increasing depth in existing relationships
- Conduct regular Client Meetings & update the same in the meeting tracker
- Keep abreast of the market news, financial trends and current affairs
- Minimum of 4+ 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.
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Equity Dealer
2 days ago
Geojit Financial Services Ltd Bengaluru, Karnataka, India**Equity Dealer/ Advisor · - JD** · **Qualification**: Graduation · **NISM Certificate**: NISM-8 is mandatory · **Experience**: Minimum 1 year in stock market company · **CTC**: 20k to 30k per month · **Age**: Max 31 years · **Location**: Hyderabad, Bangalore, Chennai & Mumbai · ...
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Equity Dealer
1 week ago
Vachana Investments Pvt. Ltd. Bengaluru, IndiaResponsible for achieving individual and teams revenue targets in general and brokerage targets in specific. · - Responsible for achieving revenue targets following the right code of conduct and keeping in mind clients profitability and requirements. · - Responsible for Cross Sel ...
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Equity Dealer
3 days ago
Religare Broking Limited Bengaluru, Karnataka, India**Principal Accountabilities*** · As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new cliental base and drive wealth business equally. · **Job Description**: ...
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Equity Dealer
1 week ago
Tradebulls Securities Pvt Ltd Vasanth Nagar, Bengaluru, Karnataka, IndiaTRADEBULLS SECURITIES PVT. LTD is HIRING HNI EQUITY DEALER / ADVISOR · Experience: 2+ year (preferred) · Location: Bengaluru, Karnataka · JOB DESCRIPTION: · - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. · - Individually handling clients with t ...
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Equity Dealer
2 days ago
Vachana Investments Pvt. Ltd. Bengaluru, India**Note : Must have work experiences in broking company** · - Responsible for achieving individual and teams revenue targets in general and brokerage targets in specific. · - Responsible for achieving revenue targets following the right code of conduct and keeping in mind clients ...
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Equity Dealer
1 day ago
Bonanza Portfolio Ltd Bengaluru, India**Equity Dealer** · **Company - **Bonanza Portfolio Ltd. · **Industry - **BFSI, NBFC · **Job description**: · - Responsible for managing client's portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research de ...
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Equity Dealer
4 days ago
Tradebulls Securities Pvt Ltd Vasanth Nagar, Bengaluru, Karnataka, India**Urgently Hiring for Tradebulls securities pvt ltd ** · 1. An equity trader buys, holds or sells various equity products on stock exchanges. · 2. Advising powerful stocks and generating revenue by trading on behalf of the client. · 3. Meet Non-Trading Customers and activate them ...
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Equity Dealer
1 week ago
Tradebulls Securities Pvt Ltd Vasanth Nagar, Bengaluru, Karnataka, IndiaTRADEBULLS SECURITIES PVT. LTD is HIRING HNI EQUITY DEALER / ADVISOR · Experience: 2+ year (preferred) · Location: Bengaluru, Karnataka · JOB DESCRIPTION: · - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. · - Individually handling clients with t ...
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Equity Dealer
1 day ago
Religare Broking Limited Bengaluru, Karnataka, India**Principal Accountabilities*** · As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new cliental base and drive wealth business equally. · **Job Description**: ...
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Equity Dealer
1 day ago
Arihant Capital Markets Ltd Bengaluru, India**Dealer cum Relationship Manager** · **Locations: Bangalore** · **Contact Person : Ashish Mishra ( HRM ** · Full time position in Sales Department Brief description Arihant Capital is India's leading financial services and broking company with over 900 investment centers across ...
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Equity Dealer
1 week ago
Integrated Enterprises India ltd Bengaluru, Karnataka, IndiaDealing on behalf of clients. · - Update client for order and trade on the recorded line during the market hour. · - Maintain 0% dealing error. · - Maintain active clients as per the defined norms. · - Maintain daily unique outgoing client call. · - Activate dormant clients. · - ...
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Equity Dealer
1 week ago
Nlb Services Bengaluru, IndiaAdvising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf. · - Building relationships with the client & educating them about Investments. · - Responsible for achieving brokerage. · - New Client Acquisition · - Executing Trades O ...
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Equity Dealer
4 days ago
Geojit Financial Services Ltd Jayanagar th Block, IndiaCompany: Geojit Financial Services · Position: Equity Dealer · Location : Jayanagar Bangalore · 1+ yr experience in broking industry · NISM certificate is mandatory · **No self trader allowed to apply, only company experience as equity dealer valid** · Age: max 30 years · NISM Ce ...
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Equity Dealer
4 days ago
Acme Services Sadashivanagar, Bengaluru, Karnataka, IndiaJob description · - Responsible to generate brokerage primarily through advising clients on their equity portfolio · - Punching orders on terminal on behalf if clients · - Develop and maintain a long-term relationship with customers to maintain a high level of retention of the ex ...
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Equity Dealer
1 week ago
Acme Services Sadashivanagar, Bengaluru, Karnataka, IndiaJob description · - Responsible to generate brokerage primarily through advising clients on their equity portfolio · - Punching orders on terminal on behalf if clients · - Develop and maintain a long-term relationship with customers to maintain a high level of retention of the ex ...
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Equity Dealer
1 week ago
Zecruiters Jobconnect Private Limited Indira Nagar, Bengaluru, Karnataka, IndiaWill be responsible for HNI client acquisition, equity advisory and dealing · - Achieve Business Objectives of sales numbers, revenue and product mix. · - Improve business generation from new and existing clients · - Cement existing relationships, develop new ones; strong service ...
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Equity Dealer
1 week ago
ATS SHARE BROKERS PVT. LTD. Hebbal, Bengaluru, Karnataka, India**Responsibilities**: · 1) Client Relationship Management. · 2) Revenue generation. · 3) Drive focus on generating new business/ client base. · 4) Product knowledge. · 5) Keep abreast with the market Knowledge and market Intelligence. · 6) Provide information and regular updates ...
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Equity Dealer
4 days ago
Nexus HR Consultants Pvt Ltd Bengaluru, IndiaClient acquisition – HNI/UHNI/PCG · • Active management of clients to – maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth · • Responsible for acti ...
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JOBS N TA HR Services Bengaluru, IndiaAdvising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf. ...
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Tap
1 week ago
Maveric Systems Bengaluru, India**Required Skills**: · - Experience in driving Discovery Workshops, GAP Analysis, Requirements Elaboration, Test Scenarios & Cases, Product Configuration. · - Hands on experience in Order Management (RM/Dealers), Securities, MM, Bonds, Derivatives, Forex, Equities, Pricing, Risk ...
HNI Equity Dealer - Bengaluru, India - Kotak Securities
Description
Kotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.
We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL processes lakhs of secondary market trades every day.
A one stop shop to clients Investment needs in-Direct stock trading, MF/PMS/AIF/Bonds/Corporate FD's, Global equity investments, Unlisted & Pre IPO funds, Credit Solutions- LAS, ESOP financing, IPO funding, Business & Consumer loans, and Life & General Insurance, Estate planning among others.
Position Summary
We are looking at expanding our PCG Dealing as we feel in the current regulatory environment a broking house will be better placed in comparison to a bank to offer interesting & effective investment products to clients.
Also PCG Dealing in the broking house understand the pulse of the markets since they have lot of access to quality research.
Position : Private Client Group - PCG Dealing
Reporting to : Vice President
Locations : Bangalore, Hyderabad, Chennai
Responsibilities
Preferred Eligibility
If you wish to apply for this job position, please send in your application to
HNI Equity Dealer professionals in Bengaluru
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