Equity Advisor

7 days ago


Delhi, Delhi, India Cloudare Technologies Private Limited Full time

We are hiring for Equity Advisor for Delhi Location. Below is the details for the same-

Key Responsibilities:

  • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
  • Individually handling clients with the book size of 25 lacs & above.
  • Creation of revenue & Activation of clients through effective Advisory.
  • Cross selling of other products like Mutual fund, PMS, Insurance.
  • Handling Queries & complains of client's & solving it within TAT.
  • Acquiring new clients & retaining the old clients by periodic meetings.
  • Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
  • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.

Schedule:

  • Day shift

Ability to commute/relocate:

  • Delhi, Delhi: Reliably commute or planning to relocate before starting work (required)


  • Delhi, Delhi, India Marquee Equity Full time

    Designation: Investment Advisor You will have a frontend role to help grow the company through customer acquisition, take steps to ensure success of customers using the Marquee Equity service. You will be required to perform indepth analysis of clients financial models, business projections, pitch decks and other documents and make reports and advise...

  • Investment Advisor

    7 days ago


    Delhi, Delhi, India Marquee Equity Full time

    Job Description – Investment AnalystROLES AND RESPONSIBILITIES:You will have a multi-faceted role, wherein you will be required to assume a front-end plus backend role to help ensure the success of customers using the Marquee Equity service, and manage Marquee Equity's relationships with them on an ongoing basisYou will be primarily working in creating...

  • Equity Advisory

    7 days ago


    Delhi, Delhi, India Right Track Corporate Service Full time

    Role : Equity AdvisorLocation : Delhi, kolkata, Jaipur, Chandigarh.Years of Experience : 2-5 YearsBudget : 5 LPASkills : Equity Advisor, Client Acquisition, Brokerage, Equity Advisory Dealer,Salary: Up to ₹500,000.00 per yearBenefits: Health insurance Paid time offSupplemental pay types: Commission payExperience: Microsoft Excel (preferred)Speak with the...

  • Equity Advisor

    7 days ago


    Delhi, Delhi, India IQX Global Solutions Pvt. Ltd Full time

    Company Overview:Our client is a leading broking company operating in Equity, Commodity, and Currency markets with a workforce of approximately 800 employees spread across more than 100 locations. Our client serves a customer base exceeding 3 lakh individuals and is a prominent player in the securities trading industry with a daily turnover close to 2,000...

  • Investment Advisor

    7 days ago


    Delhi, Delhi, India Marquee Equity Full time

    Role: Investment AdvisorResponsibilities:1. You will have a front-end role to help grow the company through customer acquisition, take steps to ensure success of customers using the Marquee Equity service.2. You will be required to perform in-depth analysis of clients' financial models, business projections, pitch decks and other documents and make reports...

  • Equity Advisor

    7 days ago


    Delhi, Delhi, India Motilal Oswal Financial Services Ltd Full time

    Job Purpose:Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.New client acquisition for Broking , Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targetsKey Deliverables:Ensure timely advice to customers for Equity and Derivative marketsPortfolio Review to be done...


  • Delhi, Delhi, India Sirius Advisors Full time

    Job Description: Research Associate at Sirius Advisors PMS, MumbaiPosition Overview:Sirius Advisors PMS, a SEBI-registered Portfolio Management Service based in Nariman Point, Mumbai, is seeking a dedicated and passionate Research Associate to join our team. The ideal candidate will have a strong interest in studying businesses and investing in equity...

  • Equity Analyst

    7 days ago


    Delhi, Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    Job Title: Equity Research Analyst (Buy side/Sell side)Various Sectors and Designations Sectors Midcap,Capital Goods, Metal, FMCG, BFSI, Oil & Gas, IT etc Location: Mumbai We are currently representing multiple clients seeking talented Equity Research Analysts across various sectors and designations. Our clients operate on both the Sell Side and Buy Side,...

  • Equity Advisor

    7 days ago


    Delhi, Delhi, India Acme Services Full time

    Job description Responsible to generate brokerage primarily through advising clients on their equity portfolio Punching orders on terminal on behalf if clients Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business Will need to be constantly updated...

  • Pcg Advisor

    7 days ago


    Delhi, Delhi, India BWISE SOLUTIONS PRIVATE LIMITED Full time

    Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Handling Queries & complains of client's & solving it within TAT. Profiling clients by conducting in depth review of client's financial...

  • Equity Advisor

    7 days ago


    Delhi, Delhi, India Globe Capital Market Limited Full time

    Experience - 2+ YearsDelhiView All OpeningsJob Responsibility: NISM Certification mandatory. Hands on experience in stock market at terminal dealing with Retail / HNI customer. Be updated with latest of stock market. Capable of acquiring new clients and cross sales to old clients. Able to generate brokerage. An Good communication skill.


  • Delhi, Delhi, India Deutsche Bank Full time

    Job Title - Business Banking AdvisorLocation - New Delhi, KasturbaRole DescriptionWhat we'll offer youAs part of our flexible scheme, here are just some of the benefits that you'll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant...


  • Delhi, Delhi, India Reliable Allied Services Full time

    The Private Equity Wealth Advisor shall move with his existing portfolio of HNI clients. Its a customer acquisition role. The role is based at Gurgaon/Delhi. Depending upon experience and past compensations, current emoluments can be fixed between 8 to 20 lakh CTC. Candidate must have experience in AIF, PE Fund, PMS, Structured products for HNIs and...


  • Delhi, Delhi, India International Development Research Centre Full time

    If you are looking for a career opportunity, want to give meaning to your professional achievements and contribute to making the world a better place by playing a part in international development, and are passionate about promoting knowledge sharing, the International Development Research Centre (IDRC) is the place for you:IDRC is home to people who share a...


  • Delhi, Delhi, India ICICIdirect Full time

    Role & Responsibilities:Head a team of about 100 equity advisors pan India, providing direction, support and mentorship to achieve business targets with the help of team leads. Aggressively drive revenue generation and business targets while meeting the organizational goal of increasing the market share. Develop and implement strategy to activate and enhance...


  • Delhi, Delhi, India timesjobs Full time

    SALARY: 7 to 8 lakhsLOCATION:DelhiVACANCIES: 1QUALIFICATION:Any GraduateMALE/FEMALE:Male/ FemaleEXPERIENCE: 2 to 5 yearsJOB DETAILSCandidate will be responsible for Wealth Management Advisory.Candidate will be responsible for selling products like Mutual Funds - Equities/Debt, PMS, Bonds, FDs, Structured products- Ambit Alpha, Retail Asset etc.Provide...


  • Delhi, Delhi, India timesjobs Full time

    SALARY: 7 to 8 lakhsLOCATION:DelhiVACANCIES: 1QUALIFICATION:Any GraduateMALE/FEMALE:Male/ FemaleEXPERIENCE: 2 to 5 yearsJOB DETAILSCandidate will be responsible for Wealth Management Advisory.Candidate will be responsible for selling products like Mutual Funds - Equities/Debt, PMS, Bonds, FDs, Structured products- Ambit Alpha, Retail Asset etc.Provide...

  • Finance Analyst

    7 days ago


    Delhi, Delhi, India LakshHR Full time

    The candidate would be part of the Finance team responsible for IR functionRoles & Responsibilities: Assist in preparation of investor updates and presentations Communicating with investors to resolve their queries related to business outlook and performance, Manage relationship with investment advisors, funds Build business investment case and financial...


  • Delhi, Delhi, India Hero Corporate Service Private Limited Full time

    Position Summary: The Head of Private Equity will be responsible for overseeing all aspects of the private equity division, including sourcing, evaluating, and executing investment opportunities, as well as managing and optimizing portfolio companies. This role requires a deep understanding of the private equity landscape, strong leadership skills, and a...


  • Delhi, Delhi, India DMI Finance Private Limited Full time

    Alternative Investments Fund - Real EstateOrigination, due diligence, development, and implementation of commercially viable distressed private equity investment opportunities in the real estate and allied sectors for the achievement of returns targeted by the investors in the fund.Key Responsibilities:Deal EvaluationPrepare market reports to identify demand...