Equity Advisor

Discoveries Quintessential Pvt. Ltd

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