Equity Advisor - (Equity & Broking Dealer)

Hiring Equity Advisors | Grow HNI Portfolios | Wealth Management & Stock Market Experts Wanted

Job Responsibilities:

• Manage and grow client investment portfolios to achieve AUM and revenue targets.
• Advise clients on equity investments, trading strategies, mutual funds, and wealth products.
• Understand client financial goals and risk appetite to recommend suitable investment solutions.
• Generate brokerage revenue through long-term investment and short/medium-term trading ideas.
• Build strong client relationships, ensure high retention, and acquire new business opportunities.
• Conduct regular client reviews, provide market updates, and identify cross-selling opportunities.
• Collaborate with Relationship Managers to enhance client engagement and business growth.
• Ensure compliance with regulatory and risk management guidelines.

Requirements:

• 2-7 years of experience in Equity Advisory, Wealth Management, Broking, or Investment Advisory.
• Strong knowledge of Equity Markets, Mutual Funds, PMS/AIF, and Wealth Products.
• Excellent communication, relationship management, and sales skills.
• NISM certification preferred.

NOTE: Please mentioned CRC Saloni Vishwakarma on Top of your resume while coming for an interview