Equity Advisor

3 weeks ago

Chennai, India Saaki Argus & Averil Consulting Full time

About 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 services.


Job Title: Equity Advisor - Relationship Manager (RM) / Team Leader (TL)


Preferred skills for Relationship Manager


Experience: 5 to 12 years


Location: Hyderabad


Qualification : Post Graduate/MBA/PGDM


Certifications: NISM / NCFM


Roles and Responsibilities for Relationship Manager


Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.


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, analyzing information & recommending portfolios.


Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.


Preferred Skills for Team Leader


Experience: 1 to 6 years


Location: Hyderabad


Qualification : Post Graduate


Certifications : NCFM, AMFI, IRDA


Roles and Responsibilities for Team Leader

Lead and manage a team of advisory/dealing professionals


Develop and implement advisory/dealing strategies


Provide expert financial advice to clients


Execute trading strategies and manage client portfolios


Ensure compliance with regulatory requirements


Build and maintain strong relationships with clients


Stay updated on market trends and economic conditions

  • Equity Advisor

    2 weeks ago

    Chennai, Tamil Nadu, India KYNG Capital Management Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    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...

  • Equity Advisor

    2 weeks ago

    Chennai, 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. Our commitment to innovation and excellence allows us to deliver superior financial solutions to our clients. This is a full-time on-site role for an Equity Advisor / Dealer located in Chennai. The Equity...

  • Equity Advisor

    7 days ago

    Chennai, 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

    Chennai, 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...

  • Equity Advisor

    6 days ago

    Chennai, 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...

  • Equity Advisor

    4 weeks ago

    Chennai, 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...

  • Equity Advisor

    4 weeks ago

    Chennai, 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

    3 weeks ago

    Chennai, Tamil Nadu, India, Tamil Nadu 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...

  • ▷ Urgent Search: Equity Advisor

    3 weeks ago

    Chennai, 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

    2 weeks ago

    Chennai, Tamil Nadu, India KAF Capital Pvt. Ltd. Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Responsibilities:Advise clients on equity investments, trading strategies, and portfolio allocation.Execute buy/sell orders and ensure timely client communication.Track market trends, company results, and global developments affecting equities.Maintain strong client relationships and provide personalized investment solutions.