Equity Advisor

3 weeks ago

New Delhi, India KYNG Capital Management Full time

Company DescriptionKYNG Capital Management is a Portfolio Management Company that defies the consensus with rational and simplified investment decisions. We focus on unique investment approaches that set us apart in the industry. Our commitment to innovation and excellence allows us to deliver superior financial solutions to our clients.Role DescriptionThis is a full-time on-site role for an Equity Advisor / Dealer located in Chennai. The Equity Advisor / Dealer will be responsible for managing portfolios, conducting investment research, and providing excellent customer service. Daily tasks include monitoring market trends, executing trades, advising clients on investment opportunities, and coordinating with other departments to ensure seamless operations.Qualifications- Experience in Investments and Finance - Skills in Portfolio Management and Sales - Excellent Customer Service skills - Strong analytical and quantitative skills - Relevant certifications in finance or investments are a plus - Bachelor's degree in Finance, Business, Economics, or a related field

  • Equity Advisor

    3 weeks ago

    New Delhi, India Chola Securities Full time

    Location:Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation:RM Advisor Vertical:RetailRoles 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...

  • Equity Advisor

    1 week ago

    New Delhi, India Chola Securities Full time

    Location:Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & DelhiDesignation:RM Advisor Vertical:RetailRoles 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...

  • Equity Advisor

    2 weeks ago

    New Delhi, India KYNG Capital Management Full time

    Company Description KYNG Capital Management is a Portfolio Management Company that defies the consensus with rational and simplified investment decisions. We focus on unique investment approaches that set us apart in the industry. Our commitment to innovation and excellence allows us to deliver superior financial solutions to our clients.Role Description...

  • Equity Advisor

    1 week ago

    Delhi, Delhi, India Winsmart Jobs Full time

    JOB DESCRIPTION SUMMARY Job Title: PCG Advisor 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,...

  • Investment Banking Advisor

    2 weeks ago

    Delhi, Delhi, India Marquee Equity Full time

    Designation: Investment Advisor - 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. - You will be required to perform in-depth analysis of clients financial models, business projections, pitch decks and other documents and make reports and advise...

  • Equity Advisor

    6 days ago

    Delhi, India Chola Securities Full time

    Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & DelhiDesignation: RM Advisor Vertical: RetailRoles 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...

  • Equity Advisor

    2 weeks ago

    Delhi, India Chola Securities Full time

    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...

  • Equity Advisor

    3 days ago

    Delhi, India Chola Securities Full time

    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...

  • Equity Advisor

    6 days ago

    north delhi, India Chola Securities Full time

    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...

  • PCG Equity Advisor

    2 weeks ago

    Delhi, Kolkata, NCR, Pune, India Genius Consultants Full time ₹ 9,00,000 - ₹ 15,00,000 per year

    Private Client Group - Equity AdvisorLocation: Pune,Kolkata,DelhiDesignation: Equity Advisor (PCG)Roles and Responsibilities:Execute trades on behalf of clients, aligning with their investment strategies and preferences.Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.Promote and...