01Overview
Job Title: Equity Advisor
Roles & Responsibilities
- Provide 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 robust relationships with existing clients.
- Conduct client meetings and provide regular investment updates.
Preferred Candidate
- Graduate 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.
Interested candidates can apply through this job post or contact
HR Avdhut 7796426971 .
