Talent.com
No longer accepting applications
(15h Left) Equity Advisor

(15h Left) Equity Advisor

Chola SecuritiesIndia
11 days ago
Job description

Position : Equity Advisor- Partner Alliances

Location : Mumbai

Experience : Minimum 1-5 years in a similar role

Job Summary :

We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and ensuring optimal portfolio performance. The candidate will play a key role in client engagement, revenue generation, and trading strategy execution through strong market insights and relationship management.

The ideal candidate will have experience in the broking industry, with a solid understanding of equity and derivative segments, mutual funds, PMS, and other investment products. This role requires excellent communication skills, a strategic mindset, and a deep understanding of capital markets to drive trading activity and business growth.

  • To trade on behalf of customers with their consent in Equity & Derivative segments.
  • Manage client’s day-to-day trades & investments.
  • Speak to mapped clients regularly & pass on our technical as well fundamental research ideas.
  • Ensure activation of mapped clients.
  • Ensure to achieve laid down revenue / brokerage target.
  • Interact with mapped DIGI Partners and help them build client wise trading strategy & execute the same.

Key Skills & Requirements :

  • Minimum 1 year in the broking industry with B2B experience preferred.
  • Strong understanding of equity broking, mutual funds, PMS, and investment products.
  • Ability to support and collaborate with partners to drive client trading activity.
  • Willingness to stay updated on capital markets, investment trends, and trading strategies.
  • Goal-driven with a passion for achieving and exceeding revenue / brokerage targets.
  • Create a job alert for this search

    15H Left • India

    Related jobs
    • Promoted
    Wealth Management Advisor Dubai

    Wealth Management Advisor Dubai

    prosperity servicesIndia
    This is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi.These are central client-facing roles where professionals advise clients on wealth growth,...Show moreLast updated: 30+ days ago
    • Promoted
    Private Equity Fund Accountant

    Private Equity Fund Accountant

    ThoughtFocusIndia
    About company ThoughtFocus helps forward-looking companies and organizations in the financial services, manufacturing, higher ed, public sector and emerging sectors innovate and achieve a better fu...Show moreLast updated: 30+ days ago
    • Promoted
    Equity Advisor

    Equity Advisor

    Chola SecuritiesIndia
    Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi.Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.Cross-sell investment ...Show moreLast updated: 30+ days ago
    • Promoted
    Quickbook Adviser

    Quickbook Adviser

    KMKIndia
    Job Title : QuickBooks Online Accounting Expert.Experience : Minimum 1+ years in Accounting (US) & QuickBooks Consulting. Job Timing : 6 : 30 PM to 3 : 30 AM.We're seeking a highly skilled QuickBooks Live ...Show moreLast updated: 21 days ago
    • Promoted
    Institutional Equity Sales

    Institutional Equity Sales

    Nayan M Vala Securities Pvt Ltd.India
    We are looking for a dynamic and driven Institutional Equity Sales professional who thrives in client-facing roles and understands the pulse of institutional investing. You will be responsible for m...Show moreLast updated: 30+ days ago
    • Promoted
    Client Adviser

    Client Adviser

    NestawayIndia
    Client Advisor / Senior Client Advisor Company : .West Pune : Hinjewaadi, Wakad, Punwale, Baner Aundh warje wakad.Lucrative, performance-based — linked to deal closures and revenue contribution.Nestaway...Show moreLast updated: 11 days ago
    • Promoted
    Equity Dealer

    Equity Dealer

    Green Lane Talent ManagementIndia
    Job Title : Institutional Equities Dealer.We are seeking a skilled Institutional Equities Dealer to join our dynamic team in Mumbai. The ideal candidate will be responsible for executing trades, prov...Show moreLast updated: 12 days ago
    • Promoted
    ▷ [3 Days Left] Equity Advisor

    ▷ [3 Days Left] Equity Advisor

    Chola SecuritiesIndia
    Location : Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi.Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.Cross-sell i...Show moreLast updated: 30+ days ago
    • Promoted
    Equity Research Associate

    Equity Research Associate

    Acuity Knowledge PartnersIndia
    Sell-side Research & Operation.Graduation + CFA L3 cleared OR MBA in Finance.Sectors Experience into Metals & Mining and Luxury Goods will be added advantage. Building and updating financial models ...Show moreLast updated: 30+ days ago
    • Promoted
    Equity Dealer

    Equity Dealer

    Financial TrustedgeIndia
    We suggest you enter details here.This is a full-time on-site role for an Equity Dealer, located in Delhi, India.The Equity Dealer will be responsible for managing stock market trading activities, ...Show moreLast updated: 12 days ago
    • Promoted
    Equity Dealer

    Equity Dealer

    AnandRathi Shares And Stock Brokers LimitedIndia
    Company Description AnandRathi Shares And Stock Brokers Limited is a consumer services company located in Trichy, Tamil nadu , India. The company is known for providing comprehensive and customer-ce...Show moreLast updated: 30+ days ago
    • Promoted
    Compliance advisory - Credit - Lead

    Compliance advisory - Credit - Lead

    YES BANKIndia
    Role holder should have 12-15 years of post-qualification experience with very good communication skills, hands on with Credit regulations (Wholesale / Retail) and compliances thereunder.KEY RESPONS...Show moreLast updated: 4 days ago
    • Promoted
    • New!
    ▷ (15h Left) Consultant / Sr / TL / Principal - Investment Promotion (Govt Advisory)

    ▷ (15h Left) Consultant / Sr / TL / Principal - Investment Promotion (Govt Advisory)

    Talent IntegratorsIndia
    As the Consultant, your core focus will be on aligning investment promotion goals with actionable plans, managing stakeholders, and delivering a world-class summit experience for both investors and...Show moreLast updated: 3 hours ago
    • Promoted
    • New!
    Associate Director - Investments Multi Asset (15h Left)

    Associate Director - Investments Multi Asset (15h Left)

    Marsh McLennanIndia
    We are seeking a talented individual to join our Investments team at Mercer.This role will be based in Mumbai.This is a hybrid role that has a requirement of working at least three days a week in t...Show moreLast updated: 3 hours ago
    • Promoted
    Associate, Capital Structure & Ratings Advisory

    Associate, Capital Structure & Ratings Advisory

    Standard Chartered BankIndia
    This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly....Show moreLast updated: 7 days ago
    • Promoted
    Private Equity Associate

    Private Equity Associate

    ASK CapitalIndia, India
    Real Estate Private Equity Associate .Remote (Preference for candidates based in India, Nigeria and Philippines).We are seeking a highly motivated and detail-oriented. The Associate will play a crit...Show moreLast updated: 2 days ago
    • Promoted
    Senior Investment Advisor - HNWI & Private Capital Relations

    Senior Investment Advisor - HNWI & Private Capital Relations

    Friendly Franchisees Corporation / Silver Star Real Estate LLCNagpur, IN
    Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a well-connected and relationship-driven.Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a we...Show moreLast updated: 30+ days ago
    • Promoted
    Deputy Manager - Private Equity / Real asset Fund Accounting

    Deputy Manager - Private Equity / Real asset Fund Accounting

    EisnerAmper IndiaIndia
    Perform / review daily, monthly, quarterly and annual Fund Accounting functions as assigned.Co-ordinate with different teams (both internal and external) to perform various daily / monthly / quarterly ta...Show moreLast updated: 21 days ago
    • Promoted
    PCG Advisor

    PCG Advisor

    KG Engineering & ConsultancyIndia
    SUMMARY Job Title : PCG Advisor Experience : Minimum 4 years Location : Ahmedabad, Hyderabad, Bangalore, Mumbai, Surat Key Responsibilities : • Advising Super HNI clients on Equity, Derivatives, curren...Show moreLast updated: 4 days ago
    • Promoted
    Member of the Board of Advisors

    Member of the Board of Advisors

    SAPLIndia
    Join the Board of Advisors at STEAM-IE!.Are you a visionary leader passionate about revolutionizing education through technology? Do you have strong connections in the investment community, experti...Show moreLast updated: 30+ days ago