01Overview
Job Title: Equity Advisor
Roles & ResponsibilitiesProvide equity advisory and investment solutions to clients.Execute client buy/sell orders accurately and on time.Grow AUM through advisory and portfolio management.Cross-sell financial products such as Mutual Funds, Insurance, PMS, SIPs, Bonds, FDs, AIFs.Acquire new clients and maintain strong relationships with existing clients.Conduct client meetings and provide regular investment updates.Preferred CandidateGraduate with 1+ years of experience in Equity Advisory, Stock Broking, or Wealth Management.Good knowledge of equity markets and financial products.Strong communication, relationship management, and sales skills.NISM certification will be an added advantage. .
