Equity Advisor

Roles and Responsibilities

• Provide expert advice on equity, mutual funds, sales, TPP, wealth management, investment products, portfolio management, investment advisory, financial advisory, and advisory services to clients.
  
• Identify new business opportunities through HNI sales and develop strategies to acquire high net worth individuals (HNIs) as clients.
  
• Develop strong relationships with existing clients by providing exceptional service and ensuring their satisfaction with our offerings.
  
• Collaborate with internal teams to resolve client queries and issues in an efficient manner.
  
• Stay up-to-date with market trends and industry developments to maintain a competitive edge.
  

Desired Candidate Profile

• 2-6 years of experience in the financial services sector with a focus on equity sales or wealth management.
  
• Strong understanding of various investment products such as mutual funds, equities, bonds etc. .
  
• Excellent communication skills for effective interaction with clients at all levels.
  
• Ability to work independently as well as part of a team environment.