Equity Advisor

2 weeks ago


Mumbai, India Chola Securities Full time

Position: Equity Advisor- Partner Alliances Location: Mumbai Experience: Minimum 1-5 years in a similar role Job Summary: We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and ensuring optimal portfolio performance. The candidate will play a key role in client engagement, revenue generation, and trading strategy execution through strong market insights and relationship management. The ideal candidate will have experience in the broking industry, with a solid understanding of equity and derivative segments, mutual funds, PMS, and other investment products. This role requires excellent communication skills, a strategic mindset, and a deep understanding of capital markets to drive trading activity and business growth. To trade on behalf of customers with their consent in Equity & Derivative segments. Manage client’s day-to-day trades & investments. Speak to mapped clients regularly & pass on our technical as well fundamental research ideas. Ensure activation of mapped clients. Ensure to achieve laid down revenue/brokerage target. Interact with mapped DIGI Partners and help them build client wise trading strategy & execute the same. Key Skills & Requirements: Minimum 1 year in the broking industry with B2B experience preferred. Strong understanding of equity broking, mutual funds, PMS, and investment products. Ability to support and collaborate with partners to drive client trading activity. Willingness to stay updated on capital markets, investment trends, and trading strategies. Goal-driven with a passion for achieving and exceeding revenue/brokerage targets.


  • Equity Advisor

    2 weeks ago


    Mumbai, Maharashtra, India GEPL Capital Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionGEPL Capital Pvt Ltd, based in Mumbai, has a client base of over 50k clients with assets under management in excess of $ 800 million. We serve our customers through our 22 offices and 150+ franchisee across the country . We have a loyal support of 180+ colleague who serve our clients needsRole DescriptionThis is a full-time, on-site role...

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    3 weeks ago


    Mumbai, India Chola Securities Full time

    Position: Equity Advisor- Partner AlliancesLocation: MumbaiExperience: Minimum 1-5 years in a similar roleJob Summary:We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and...

  • Equity advisor

    3 weeks ago


    Mumbai, India Chola Securities Full time

    Position: Equity Advisor- Partner AlliancesLocation: MumbaiExperience: Minimum 1-5 years in a similar roleJob Summary:We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and...

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    3 weeks ago


    Mumbai, India Chola Securities Full time

    Position: Equity Advisor- Partner AlliancesLocation: MumbaiExperience: Minimum 1-5 years in a similar roleJob Summary:We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and...

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    2 weeks ago


    Mumbai, India Chola Securities Full time

    Position: Equity Advisor- Partner AlliancesLocation: MumbaiExperience: Minimum 1-5 years in a similar roleJob Summary:We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and...

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    1 week ago


    Mumbai, India Chola Securities Full time

    Position: Equity Advisor- Partner AlliancesLocation: MumbaiExperience: Minimum 1-5 years in a similar roleJob Summary:We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and...

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    4 weeks ago


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    4 weeks ago


    Mumbai, India Chola Securities Full time

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    2 weeks ago


    Mumbai, India Chola Securities Full time

    Position: Equity Advisor- Partner Alliances Location: Mumbai Experience: Minimum 1-5 years in a similar role Job Summary: We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and...

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    Mumbai, Maharashtra, India Aarti Enterprise Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Certifications such as NISM, CFA, or CFP are preferredResponsibilities : (1) Client engagement (2)Advisory Services (3)Market Analysis (4) CompliancesStrong analytical and research skills with the ability to interpret financial data. Required Candidate profileExperience: Proven experience (2+ years) as an Equity Advisor, Investment Consultant, or similar...