Equity Advisor
3 weeks ago
Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Vertical: Retail Roles and Responsibilities: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engagement strategies. Ensure timely collection of margins and market-to-market losses. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a solid understanding of financial products and market trends. Must not have any self-trading experience. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and achieving sales targets. Prior experience in the broking industry is essential. If your profile matches the above requirement, please share your updated CV to
-
Retail - Equity Advisor
2 weeks ago
Chennai, India Saaki Argus & Averil Consulting Full timeDesignation: RM Advisor Roles and Responsibilities: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing...
-
Equity Advisor
2 weeks ago
Chennai, India Saaki Argus & Averil Consulting Full timeAbout our client: Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity, debt, currency, commodity and derivatives markets, as well as in wealth management, insurance, mutual funds and portfolio management...
-
Equity Advisor
4 weeks ago
Trivandrum/Thiruvananthapuram/Chennai, India Tekpillar Services Full timeWe are seeking a highly motivated and knowledgeable Equity Advisor to join India's leading financial services company. The role involves advising clients on equity investments, managing portfolios, generating revenues, and ensuring superior customer satisfaction through personalized advisory services. Key Responsibilities: - Advise clients on equity...
-
PCG - Advisor
2 weeks ago
Chennai, India TekPillar® Full timeAbout the Role:We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team.Key Responsibilities:- Deliver timely and...
-
PCG - Advisor
2 weeks ago
Chennai, India TekPillar® Full timeAbout the Role: We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team. Key Responsibilities: Deliver timely and...
-
PCG - Advisor
2 weeks ago
Chennai, India TekPillar® Full timeAbout the Role: We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team. Key Responsibilities: Deliver timely and...
-
PCG - Advisor
2 weeks ago
Chennai, India TekPillar Full timeAbout the Role: We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team. Key Responsibilities: - Deliver timely and...
-
PCG - Advisor
2 weeks ago
Chennai, India TekPillar® Full timeAbout the Role:We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team.Key Responsibilities:Deliver timely and...
-
PCG - Advisor
2 weeks ago
Chennai, India TekPillar® Full timeAbout the Role:We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team.Key Responsibilities:Deliver timely and...
-
Equity Advisor
2 weeks ago
Porur, Chennai, Tamil Nadu, India Aionion Investment Services Private Limited Full time**Job description**: - Expertise in handling clients and investments such as Bond and stock investment. - Good at sales by convincing clients to make them opt for either Bond or equity products. - Strengthening existing client relationships by enhancing engagement. - Offering broking services, including Demat and trading accounts. - Identifying the...
