DELHI · FULLTIME
Equity Advisor
Apex Services
Delhi · onsite · Posted 70d ago
About a minute. You'll make an account on the way through.
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Section · 01
About this role
Dear Candidate,
Greetings From "APEX SERVICES"
Designation- Assistant manager/Deputy manager
Role- Relationship Manager/Equity Dealer/HNI Dealer
CTC- upto-6 LPA + incentive + Other benefit
ROLES & RESPONSIBILITIES:
1. Acquisition of new clients with margins.
2. Advise clients on equity, derivatives, mutual funds, bonds and other approved securities products.
3. Understand client financial goals, risk profile, and investment horizon before recommendations.
4. Execute trades and portfolio actions based on advisory strategy and market conditions.
5. Conduct regular portfolio reviews and provide clear market and performance updates.
6. Ensure strict adherence to SEBI regulations, internal policies and suitability norms.
7. NISM 8 certification is mandatory
8. Graduate / Post graduate with minimum 1 yr exp in Equities.
Kindly reply with an updated CV on [email removed] if you are interested in the mentioned Job Role. you can also call on [phone removed]
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Section · 02
Skills
Section · Company
About Apex Services
Apex Services
Recruitment
2.5k+
employees
2004
22 years old
Lucknow
India
₹7.1L PA avg
Avg at Apex Services
₹2.5L – ₹6L PA
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3.1
Work-life
3.3
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