Equity Advisor

Role Overview

We are seeking an Equity Advisor to deliver tailored equity advisory services and investment solutions to clients. Your responsibilities will include executing timely and precise buy/sell orders, expanding assets under management via advisory services and portfolio oversight, and promoting cross-selling of related financial instruments.

Key Responsibilities

• Deliver expert advice on equity investments and provide suitable solutions aligned to client needs.
• Handle client trade orders with accuracy and ensure punctual execution.
• Develop and increase client assets under management through proactive advisory and portfolio management.
• Promote additional financial products such as Mutual Funds, Insurance, Portfolio Management Services, Systematic Investment Plans, Bonds, Fixed Deposits, and Alternative Investment Funds.
• Acquire new clients and nurture ongoing strong relationships with existing clients.
• Conduct regular client meetings and provide continual updates on their investments.

Candidate Profile

• Graduate-level education with over one year of experience in equity advisory, stock broking, or wealth management.
• Solid understanding of equity markets and financial products.
• Excellent communication, relationship management, and sales capabilities.
• Possession of NISM certification is advantageous.

Additional Information

Interested applicants are encouraged to contact HR Vaishnavi at 9158043197 to arrange interviews or obtain further details.