Walk-in || Equity Advisor

Role & responsibilities

• Advise clients on their equity portfolios to generate brokerage revenue,
• Cross-sell and generate revenue through third-party financial products
• Acquire self-sourced client accounts with strong margin profiles, ensuring quality onboarding.
• Build and maintain strong client relationships by providing timely investment guidance and market insights..

Preferred candidate profile

• Min. 1 years of Experience in a broking, advisory, or wealth distribution setup will be preferred.
• NISM Series VIII Certification is mandatory.
• Graduate / Postgraduate in Finance, Commerce, Business Administration or MBA (Finance) preferred.