Equity Advisor

  • icon job experience 1 - 3 Years
  • icon job opening 10 Openings
  • icon salary Not Disclosed
  • icon job location Mumbai
    +1 Pune
  • Face-to-Face interview Face-to-Face interview

Job Description

Key Pointers:

In Broking, Trading, industry Handling Clients Portfolio, Management (Asset & Wealth )

Worked as equity advisor/dealer on terminal / live market

Generating revenue and comfortable with targets

Job Overview:

We're seeking an experienced Equity Advisor with a strong understanding of broking, operations, risk profiling, and technical/fundamental knowledge of the stock market, bonds, and mutual funds. The candidate will generate revenue through cross-selling various products and services, coordinating with different departments for smooth processing of transactions, and visit franchisees monthly.

Responsibilities:

Perform risk profiling and make investment recommendations

Possess in-depth knowledge of stocks, bonds, and mutual funds

Cross-sell and up-sell various financial products and services

Coordinate with different departments for smooth processing of transactions

Generate revenue through brokerage and cross-selling

Maintain accurate records and provide timely reports to management

Qualifications:

NISM - 8 certification is compulsory

Bachelor's degree in finance, economics, or related field

Minimum 1-3 years of experience in equity advisory

Excellent communication and interpersonal skills
  • Experience

    1 - 3 Years

  • No. of Openings

    10

  • Education

    Any Bachelor Degree

  • Role

    Equity Advisor

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

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