Equity Advisor

Equity Advisor

• Place buy and sell orders on behalf of clients as per their instructions.
• Provide equity market advisory and investment-related services to clients.
• Develop and maintain strong relationships with existing clients.
• Understand clients financial objectives, risk appetite, and investment requirements.
• Provide timely market updates, investment insights, and relevant recommendations to clients.
• Focus on client retention and ensure a high level of customer satisfaction.
• Conduct regular client meetings and discussions to understand their investment needs.
• Monitor client portfolios and provide appropriate guidance based on market conditions and client requirements.
• Achieve assigned business and revenue targets while maintaining compliance with company policies and regulatory guidelines.

Eligibility & Requirements

• NISM Series VIII Equity Derivatives Certification is mandatory.
• Prior experience in equity advisory, dealing, broking, or client relationship management will be an advantage.
• Strong knowledge of equity markets, trading, and investment products.
• Good communication and interpersonal skills.
• Candidates should have a strong interest in financial markets and investment advisory.

Take the Next Step Apply Now !

To move forward with your application, please call us or share your CV on WhatsApp using the contact number below.

More Detail Contact

HR Sailee - [phone removed]