Equity Advisor Large Financial Services

Equity Advisor Job Description: Position Overview: Seeking a skilled Equity Advisor to provide expert guidance on equity investments and portfolio management. Analyze market trends, evaluate opportunities, and develop personalized strategies. Advise clients, construct portfolios, and monitor performance. Strong analytical and communication skills...

Job Opening in NBFC Financial Sector Job Title: Equity Advisor Location: Mumbai Santacruz Job Description: As an Equity Advisor, you will be responsible for providing expert advice and recommendations to clients regarding their equity investments. You will conduct thorough research and analysis of equity markets, sectors, and individual stocks to identify...

Designation - **Equity Advisor** **Job description** - Responsible to generate brokerage primarily through advising clients on their equity portfolio - Punching orders on terminal on behalf of 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...

**Position - NRI Advisor (Role Involved advising & dealing (trading) -**Managing the portfolio of the Mapped NRI clients. **(No sales involved)** ** Advising & Dealing Experience**: - on Equity,derivates & option strategy ** Client Handling Experience or Acquisition**: - HNI/Ultra HNI client. - **Aum Size** - currently handing - **Financial product...

Job Location: MumbaiRole & Responsibilities•Responsible for handling HNIs/UHNIs - to generate equity brokerage revenue & cross sell revenue through various financial/ Wealth products•Advising HNI & Ultra HNI clients in equity & derivatives and wealth products•Onboarding, handholding and educating clients on various products•Having strong knowledge...

Opportunity to work with India's fastest-growing financial services company Opportunity to work in a lean team and independently manage investments About Our Client My client has a strong team focused on making financial services accessible to every Indian through a multi-product platform. Each day, they help millions of customers take charge...

Job Location: MumbaiRole & Responsibilities•Responsible for handling HNIs/UHNIs - to generate equity brokerage revenue & cross sell revenue through various financial/ Wealth products•Advising HNI & Ultra HNI clients in equity & derivatives and wealth products•Onboarding, handholding and educating clients on various products•Having strong knowledge...

Job Location: MumbaiRole & Responsibilities•Responsible for handling HNIs/UHNIs - to generate equity brokerage revenue & cross sell revenue through various financial/ Wealth products•Advising HNI & Ultra HNI clients in equity & derivatives and wealth products•Onboarding, handholding and educating clients on various products•Having strong knowledge...

Job Location: Mumbai Role & Responsibilities •Responsible for handling HNIs/UHNIs - to generate equity brokerage revenue & cross sell revenue through various financial/ Wealth products •Advising HNI & Ultra HNI clients in equity & derivatives and wealth products •Onboarding, handholding and educating clients on various products •Having strong...

**Responsibilities**: Ø Advising Ultra HNI clients on equity, derivatives, currency & commodity markets. Managing large customers with book size of 25lacs & above. Ø Building strong rapport with Business associate to bring business scalability and quality servicing. Moreover, focusing on customer & BA longevity with MOFSL by focusing more on research &...

Position: Equity Advisor Job Locations: MH-Mumbai Required Experience: 0 - 15 Years Skills : Equity Advisory & BD Manager - Franchisee Biz **Salary**: ₹8,722.35 - ₹44,430.98 per month Schedule: - Day shift **Experience**: - Equity research: 1 year (preferred) Ability to Commute: - Mumbai, Maharashtra (required) Ability to Relocate: - Mumbai,...

TBNG, a SEBI Registered Investment Advisory Firm. Our extensive experience in the investment advisory business spans over successful and proficient 2 decades. We have mentored a myriad of entrepreneurs, professionals, business heads and families. We are currently looking for an paraplanner to join our existing team, Paraplanners are professional people...

**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, Insurance. -...

Senior Analyst - Conduct financial analysis, due diligence, and valuation assessments to support transaction execution and advisory services.- Collaborate closely with cross-functional teams, including legal, compliance, and other internal stakeholders, to ensure successful deal execution.- Develop recommendations for product offerings, private equity...

**Job Description**: **Equity Advisor Role** **Role and Responsibilities**: retail clients, by providing them exceptional, specialized & individualized advice towards managing their Equities investment & trading portfolio, thereby achieving targeted revenue & client service norms. Besides managing the Equities Investment & Trading portfolio of the...

**Designation**: **Relationship Manager ( Equity Advisor)** Experience required: 0 -5years experience in broking firm Qualification: Graduation/ Post Graduation with NISM 8 Location: Thane Salary**:Upto 30K in hand Plus incentives** Job Description: 1. Building relationships with clients & educating them about Investments 2. Handling portfolio of the...

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...

**NEET ADVISOR is the first mover & market leader in education consulting business. It’s founded by Engineers, Comprising of an energetic, enthusiastic and creative team.** We provide career guidance services to students aspiring for bright future in India and abroad. We work with top schools, JEE/NEET coaching institutions for helping their students in...

**NEET ADVISOR is the first mover & market leader in education consulting business. It’s founded by Engineers, Comprising of an energetic, enthusiastic and creative team.** We provide career guidance services to students aspiring for bright future in India and abroad. We work with top schools, JEE/NEET coaching institutions for helping their students in...

1. Shifting / Introducing Equity Clients to the Company’s Platform. 2. Execute Trades on the Trading Terminal. 3. Generate large volumes on equity & derivative terminal from Clients. 4. Equity Advisory (Advice client on equity markets to buy stocks). **Salary** **- As per Industry Norms **Industry** **- Financial Company **Role/Position** **- Sales...